The Latest Bitcoin & Macro news: Weekly Recap 01.12.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
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⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 01.12.2025
## 🧠Quote(s) of the week:
'I didn't choose the dollar.
I didn't choose the euro.
I didn't choose the pound.
I didn't choose the yen.
I didn't choose the ruble.
I didn't choose fractional reserve banking.
I didn't choose central banks.
I didn't choose quantitative easing.
I choose Bitcoin.' - Bitcoin Teddy
## 🧡Bitcoin news🧡
People want desperately to see Bitcoin fail because watching it succeed would mean admitting their entire worldview was wrong. It’s the same psychology that resisted the shift from geocentric to heliocentric. From “the state defines value” to “reality defines value”. - Bitmund Freud
https://cdn.azzamo.net/268e40fd299df6ad3344729b3edf07d6121b3b45e3fa84c4609a6d14f6a1cf38.webp
Photos hosted by Azzamo (https://azzamo.net/)
On the 21st of November:
➡️"Tokenization is a megatrend." - Robin Vince, Bank of New York Mellon CEO
- the oldest bank in America
- the largest custody bank in the world ($53T)
- one of the most widely used service providers in tradfi
Now you think this is positive. Right!? Nope!
Tokenization is just a more complicated form of ownership.
Remember, Bitcoin, not Crypto.
➡️Joe Consorti: 'Bitcoin is increasingly beholden to the macro backdrop with each passing cycle.
Looking at the NFCI financial conditions index, BTC surges as financial conditions loosen and drops as financial conditions tighten/stagnate → this has happened reliably with a 4-6 week lead/lag. The Fed ends QT in early December. A resumption of asset purchases is likely soon after.
With financial conditions set to ease further, we will probably fully set the local bottom and begin making higher highs mid-late December.
Not to mention how oversold BTC is across all timeframes.'
https://cdn.azzamo.net/ea6da4264bc5a6eaf1a660986bb06e1829f53492be78cf11f0ea932253bb5eae.webp
On the 22nd of November:
➡️Bitcoin fell below the average Bitcoin ETFs purchase price.-Quinten
https://cdn.azzamo.net/b36328559de918a4cd7e98b8f7f0debbc69be0106a5d07ad234828135b60b48b.webp
➡️Sales of Strategy’s Bitcoin-backed credit products jumped 50 percent week over week. Despite the unprecedented FUD aimed at the company this week, the numbers tell a very different story. - Bitcoin News
https://cdn.azzamo.net/ad16517567d04aaee5b4959ca6c8b45c2456abc25fa17631d82751d4b7b2229d.webp
➡️'Bitcoin: It's not complicated. **Not Financial Advice**
My odds of knowing where the bottom is.
85% = $70,000 to $80,000
10% = $60,000 to $70,000
4.9% = $50,000 to $60,000
0.1% = $50,000 or less.' - Plan C
Luke Broyles put it out perfectly:
'Anyway, Bitcoin going to $150,000 after buying Bitcoin at $126,000 is a 19% gain. Bitcoin going to $150,000 after buying Bitcoin at $85,000 is a 76% gain.
Your % return is now 4x better.
This is a bummer, but only for the over-leveraged.'
Honey Badger DGAF!
https://cdn.azzamo.net/988c22a941f1831ae9e84ea7dde1d3d6980b344e9f27efee061aec626b2ac836.webp
➡️Bitcoin flashed the most oversold signal since $25,000.
➡️'Only the 6th time in Bitcoin history that it has been this oversold. Historic major bounces have occurred between 25 and 35—we are currently at 35.' -PlanC
Could this be the end of the bear market?
➡️Fed Chair Jerome Powell claims that Bitcoin is “just like digital gold”.
Bitcoin is not a competitor with the dollar but is a competitor with gold misses the overarching point that both gold and Bitcoin are serious competitors with the dollar. The dollar and all fiat currencies are doomed.
➡️Bitcoin News: A Bitcoin whale who had held since 2011 just cashed out their entire position, walking away with $1.3 billion in profits and zero BTC.
On the 23rd of November:
➡️Forum user asks Satoshi Nakamoto on November 22nd, 2009, “Are there any plans to make this service anonymous?” Satoshi responds, “There will be proxy settings in version 0.2 so you can connect through TOR.”
➡️Bitcoin News: JP Morgan dumped 25% of their MSTR position right before MSCI announced Bitcoin companies can’t enter major indexes. Totally normal timing, right?
https://cdn.azzamo.net/7a5cc4a0396eafbe766418f81f89fafbda570d52470f1bdb788e4f38f6ddcff6.webp
Just a giant bank with perfect timing, selling right before a decision they definitely didn’t know about in advance. Pure coincidence. Nothing to see here.
➡️A major academic study on Bitcoin bans finds that Bitcoin bans can't stop BTC. Researchers analyzed 19 countries from 2013 to 2024 and discovered that Bitcoin’s decentralized network keeps markets integrated even under strict bans. China and Russia showed only partial segmentation, while smaller markets saw counterintuitive increases in integration after bans. The study concludes that unilateral restrictions are largely ineffective.
➡️Bitcoin Archive: SAYLOR ON POTENTIAL LIQUIDATION:
"As long as Bitcoin goes up 1.25% a year, we can pay the dividend forever." "If Bitcoin stops going up, we've got 80 years to figure out what we're going to do about that." I think they'll be alright.
➡️Overnight, 630,000 Bitcoin were removed from exchanges.
➡️'Rising difficulty. Shrinking target. Same result: tick tock, next block.
Assuming a network efficiency of 12–18 J/TH and a hashrate of 1.09 ZH/s, Bitcoin is consuming roughly 13–20 GW of power right now.
https://cdn.azzamo.net/9833f37b9277283ddf295463c6c4a845209d56b3cd4c56154003992e9297cd99.webp
I don't think people understand just how ridiculously large a zettahash is...1,000,000,000,000,000,000,000, and that's per second! Bitcoin's proof of work is uncontested.' - Wicked
People who have no idea what this is, or what it means, will tell you Bitcoin doesn’t work. This is the largest distributed computer in existence. Gets bigger every day. Gets more efficient every day. The network is alive and thriving.
Oliver L. Velez: The three tools that have historically kept the masses blind, poor, and away from winning:
1) Fear campaigns of a pending threat. "Stay away!" (quantum);
2) Distraction with temporarily shinier-seeming alternatives to the clear winner (Zcash); If these aren't working so well...
3) Divide and conquer from within (Core Knots).
Bitcoin won't succumb to these age-old tactics, though. Its anti-fragility will only lead to these things making it stronger. BTC solved the Byzantine Generals' Dilemma. Look it up. The future is very bright, and we're stronger and stronger than ever.
➡️A SOLO MINER JUST HIT THE JACKPOT! A miner with a tiny setup running only 6 terahashes per second, so small it barely even registers on the Bitcoin network, managed to mine a full block and earn 3.146 BTC plus fees worth about $265,000.
➡️Bitcoin is Simple:
'1) DCA. 1A) Lump-Sum once Fear and Greed hit “Extreme Fear”. 2) Move Coins to Cold Storage. 3) Never sell. Rinse and Repeat. Your entire bloodline will be forever grateful.' - CarlBMenger
➡️Not really Bitcoin related, but in the end, yeah, Bitcoin related:
JPMorgan Chase, Citibank, and Morgan Stanley are among those that have been notified by Situsamc that their client data may have been taken- The New York Times
KYC = kill your customer
➡️Bitcoin News: Anchorage Digital has added support for Mezo, an EVM-compatible Bitcoin DeFi chain, giving institutions new ways to earn rewards and access liquidity without selling BTC. Clients can now use Anchorage’s self-custody wallet, Porto, to borrow against their BTC at fixed rates starting at 1%.
➡️The number of Bitcoin addresses holding at least 10K BTC hits a 5-month high of 90.
➡️Percentage Decline From Record High:
1. Oracle: -44%
2. Palantir: -30%
3. Meta: -27%
4. AMD: -27%
5. Tesla: -22%
And you think Bitcoin is dead because it's down 30% from its all-time high? - Bitcoin News
On the 24th of November:
➡️165,000 Bitcoin taken off Coinbase over the weekend! Cause TBD. But the last comparable plunge was just after FTX collapsed. Bitcoin was $16K' - Charles Edwards
➡️'China Discovers One of the Largest Gold Deposits in History, about 1,444 Tonnes of pure Gold. You can find more Gold, but you can’t mine more Bitcoin 21 million forever.' - CarlBMenger
➡️Sminston With:
I talk about Bitcoin's power law support line a lot, so... - - -
I finally ran a test everyone (probably) wonders about: How much does “buying the power law support” actually beat random timing in Bitcoin? It’s not even close. Comparing the two strategies from Jan 2015 → Nov 2025 (current ~$87k BTC.
Support strategy: (Buy $100 every single time BTC dips below the long-term power law floor):
→ 236 buys
→ Total cash invested: $23,600
→ BTC accumulated: 34.56 BTC
→ Final portfolio value today: $3,001,941. Yes, 3 mill from 23 G's.
Random timing strategy (1,000 simulations):
→ 236 buys (same as other strategy)
→ Total cash invested ($23,600) (also the same)
→ Average outcome: $1.26M → 3 std deviations (top ~0.15%): $1.71M
Even the luckiest bastard in this pile is not even half as well off as the support strategist.
The support buyer crushed every single random-timing simulation. Not 90%. Not 99%. 100% of the 1,000 random paths lost to buying the power law support. NOW CONSIDER: I believe understanding where the support line is is WAY easier than trying to understand where the tops are.
The peaks/bubbles are noise. Find the orange line. Mind the orange line.'
https://cdn.azzamo.net/8e76123ff749332f0378e7ff12508dda3652406b177014c940d452ac42009bfd.webp
➡️Another Smintson With banger:
Bitcoin has a way of getting away from you. Lines represent how long it takes to stack 1 Bitcoin if you start that year.
If you start now, stacking $500/week can get you to 1 Bitcoin in 5 years.
If you wait 4 more years to begin, it will take you 22 years. Stack. Early. Stack. Hard.
https://cdn.azzamo.net/76fad15a508ee0419eabe7b421becf034fbf7e779d544ab544a3474e7875b91b.webp
➡️'More than 8% of all Bitcoin moved in the last 7 days. The last two times this happened?
1. March 2020 - $5,000 BTC
2. December 2018 - $3,500 BTC
This makes the latest drawdown one of the most significant on-chain events in Bitcoin’s history.' - Joe Burnett
https://cdn.azzamo.net/46a19984356bf1f566f98c62dcded8d29485fd17667918d8f9bd5e1aea79c8cb.webp
On the 26th of November:
➡️'Have fun with all your Bitcoin Thanksgiving conversations.... Every year (except 24'), Bitcoins have been way off the annual high, and 2025 is no exception. Average drawdown: 37.16% from the year high. Median drawdown: 32.92% from the year high. Fun Fact: Bitcoin's epic bull run in 2017 still saw BTC price down -58.96% ($8,118) on Thanksgiving, and was only just weeks away from its December peak of $19,783. - Mark Moss
https://cdn.azzamo.net/6eba4217daa906424fdc787c552b3ec6517903df013aed3ef9382dd0604d571f.webp
➡️'HOW JPMORGAN’S NEW BITCOIN PRODUCT WORKS.
The product is linked to BlackRock’s Bitcoin ETF (IBIT). If IBIT is at or above a target price in one year, investors automatically get a guaranteed 16 percent gain.
If IBIT is below that target, the investment continues until 2028. If IBIT rises by then, investors can make up to 1.5 times their money with no cap. If IBIT is down in 2028 but not more than 30 percent, investors get all their money back.
If it’s down more than 30 percent, investors take the loss past that point.' -Bitcoin News
On the 27th of November:
➡️Bitcoin extends gains and rises above $91,500, now up +14% since the November 21st low.
➡️'Compounding inflation is a global crisis:
Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%.
The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative inflation reached +15.1%, while Japan recorded +12.4% over the same period.
On the other hand, China saw only a +2.8% cumulative CPI increase, as the country has been struggling with weak domestic demand and a real estate downturn.
Put simply, consumers in major economies have lost 21% to 28% of their purchasing power since January 2021. Own assets or be left behind.'- TKL
https://cdn.azzamo.net/66ebd46312158cc42c414564c255bc68fec957574053b52c59af4d8bb24dcbde.webp
Anyway, people, study Bitcoin.
➡️Highest amount of unrealized Bitcoin losses since the 2022 bear market.
https://cdn.azzamo.net/3fe0aebb6a4789a7d25fbcfbe7f9d0f9083cb1b66a256192baaa7150749804e6.webp
➡️TFTC: The number of wallets holding 0.1 BTC went DOWN during the dip. Wallets with 1000+ BTC? Up. Newcomers are selling into weakness. Veterans accumulating. This is why most people don't make it. You know the game, freaks. Stay humble, stack sats.
On the 28th of November:
➡️Bitcoin extends gains and rises above $92.500, now up +15% since the November 21st low.
➡️VANECK: “By 2050, Bitcoin becomes a reserve asset that's used in global trade and held by global central banks at a 2% weight. In that model, we arrive at a $3,000,000 price target for Bitcoin.” "Into the MILLIONS over the medium term is a HIGH conviction call."
I always think it is funny to hear those kinds of predictions. I have always learned that you can only predict one thing, either price or time, not both.
And VanEck is into CrYpTo, and it's a speculative model—actual outcomes depend on adoption and global factors.
Meanwhile, BlackRock CEO Larry Fink says he changed his mind on Bitcoin. After years of calling it “the domain of money launderers and thieves,” he tells 60 Minutes, “there is a role for crypto in the same way there is a role for gold,” and says markets made him “relook at assumptions”.
Anyway:
https://cdn.azzamo.net/cc80f3284f3e5d589e04f1af24692c2c3c3062aa31ea9f93078dfa405a3a6b5a.webp
➡️“70% of Bitcoin’s wealth sits ABOVE $85K.” – Checkmate
The ancient-history charts—$30K, $10K, $5K—don’t reflect today’s reality. This is now a game of sovereigns, banks, and price-insensitive allocators.
➡️IBIT shenanigans. 'At last, IBIT options are finally getting the treatment they deserve— Nasdaq just filed to increase options limit to 1 MILLION (from 25k a year ago). Institutional vol is finally here.
The rule filing literally says they’re doing this because IBIT has reached the same level of market cap, liquidity, and trading frequency as the biggest stocks. This is the category reserved for: AAPL, NVDA, MSFT, SPY, QQQ. That’s the club Bitcoin is now in.
It’s a simple story: Bigger limits → institutional size selling options(short vol. for structured product) → more market makers → easy to buy options → more retail.'
But remember >>>
https://cdn.azzamo.net/19fae59e9304e2a7d15cc5a31df777854016e58753dc9dfe334d347bcebf9fd4.webp
➡️Quinten:
> 'Bitcoin dips -30%
> People’s reaction: extreme fear
> Black Friday -30% sale on junk
> People’s reaction: take my money
> This is why most people stay poor.
> They buy liabilities on sale and sell assets on fear, the exact opposite of how wealth is built.'
➡️Bitcoin falls below STH cost basis. Another buy-the-dip indicator flashes on Black Friday.
➡️Daniel Batten: All 12 Sustainability Media Outlets that cover Bitcoin Mining are now covering its environmental benefits!
1. Renewables Now: Bitcoin helps green energy adoption and grid stabilization. https://renewablesnow.com/news/bitcoin-miner-mara-buying-114-mw-wind-farm-in-texas-1267551/
2. Renewable Energy Magazine: Bitcoin Mining is enabling Landfill Gas methane mitigation. https://renewableenergymagazine.com/biogas/companies-launch-pilot-using-landfill-methane-emissions-20230502
3. Anthropocene Magazine: Bitcoin mining could help wind and solar development. https://anthropocenemagazine.org/2023/12/wind-and-solar-projects-struggle-financially-in-their-early-phases-could-bitcoin-mining-change-that/
4. One Green Planet: Bitcoin mining is more sustainable than previously thought. https://onegreenplanet.org/environment/shining-light-on-the-sustainable-side-of-bitcoin-mining/
5. Microgrid Media: Bitcoin mining increases grid stability and helps make the grid "more efficient and less wasteful." https://microgridmedia.com/green-energys-impact-on-bitcoin-mining/ 6. The Africa Report: Bitcoin mining in Ethiopia has helped grow green energy and expand Ethiopia's grid. https://theafricareport.com/366515/ethiopia-turns-to-bitcoin-miners-to-power-growth-and-renewable-energy/
7. Recharge Magazine: Bitcoin is aiding the renewable transition. https://rechargenews.com/energy-transition/why-crypto-could-be-green-powers-unlikely-new-best-friend/2-1-1613383
8. The Cooldown: Bitcoin mining is helping to ease geopolitical tensions, stabilize grids, reduce electricity prices, and monetize wasted renewable energy. https://thecooldown.com/green-business/bitcoin-mining-european-energy-grid-stability/
9. http://Carboncredits.com: Bitcoin mining has emerged as a promising solution for enabling the EU to meet its green energy transition and energy security goals. https://carboncredits.com/is-bitcoin-mining-the-unexpected-solution-to-europes-energy-challenges/%e2%80%a6/
10. Northern Forum: Bitcoin mining is "transforming the energy production game" by absorbing excess renewables. https://northernforum.net/how-bitcoin-mining-is-transforming-the-energy-production-game/
11. EnergyTech: 2 Bitcoin mining companies expanding the network's renewable footprint, using wind-based power in Texas. https://energytech.com/data-center-power/news/55320690/canaan-and-soluna-partner-to-power-bitcoin-mining-with-renewable-wind-energy-in-texas
12. Sustainability Magazine: How Bitcoin mining can utilize "what might otherwise be wasted renewable energy" https://sustainabilitymag.com/news/soluna-and-canaan-partner-on-20mw-wind-powered-texas-project
➡️Turkmenistan President signs bill to legalize Bitcoin and crypto starting in 2026
➡️Julius: Bitcoin’s valuation is at its lowest level against gold since 2013. This is the longest consolidation in its history. Currently, it is even back down at bear-market levels.
https://cdn.azzamo.net/0998a8c97d2bbe4bfb4f73b4013404a3634ab61d13cd44dfcc9076f126ea6037.webp
➡️You mathematically can't compound your way to wealth anymore... 20 years, 7% returns, 3% inflation, 40% taxes -- best case you 1.5x your investment. That is why the kids YOLO it... plain and simple.' -Sam Lessin.
Now the post is a bit of clickbait, and it is applicable to the U.S.; the moral of the story is the same, though.
https://cdn.azzamo.net/6f28155d155513882be2f4b7ea11eebc0b81c0d02adf69af7d47134faf1dd0f0.webp
And oh yeah, if only inflation were just 3%...anyway:
This is the hard truth people do not want to say out loud: You cannot compound when the system is subtracting faster than you can add. When inflation eats the base, taxes skim the flow, and real yields stay negative, the old compounding model becomes a museum artifact. That is why the young do not invest in “prudence.” They invest in convexity. When linear paths die, people reach for asymmetric ones. It is not irrational. It is adaptive. The math changed. The behavior followed.
Study Bitcoin!
➡️'Thirteen years ago today, Bitcoin’s first ‘halving’ program reduced the new mining block reward in half from 50 coins to 25 coins. This event marked the first time in history a decentralized monetary system automatically maintained new issuance on an open-source schedule of code.' - Documenting Bitcoin
(https://cdn.azzamo.net/6cdf6ddbfe39b834b9fc8185e6df09489e1ef0e4bbc3644504dc322588852e02.webp)
## 🎁If you have made it this far, I would like to give you a little gift:
Lyn Alden: The So-Called “Debasement Trade”
My December macro newsletter is now available.
It discusses the debasement trade, changing macro conditions, and the large dislocation between the economy and markets.
https://www.lynalden.com/december-2025-newsletter/
Credit: I have used multiple sources!
My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
> Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
The Latest Bitcoin & Macro news: Weekly Recap 22.11.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 22.11.2025
🧠Quote(s) of the week:
> 'What’s the common denominator with all of these issues?
> High rent — Money
> Can’t buy homes — Money
> Groceries too damn high — Money
> Student debt — Money
> Credit card debt — Money
> Health insurance — Money
> Saving to invest — Money
> Dating and marriage — Money (heavy burden because of monetary costs), Trust in institutions — shattered because of broken money
>
> Belief in the future — not possible when your money is GUARANTEED to lose value in the future BY DESIGN
> No meaning — heavy time and energy pressure because your time and energy decline when your money, which is a representation of your time and energy, declines in value
>
> Maybe the money is the problem??
> Spoiler alert: it is.
>
> A socialist mayor or leader of your country isn’t going to fix it.
> Broken money breaks the world.
> All of these issues, including one of the biggest cities in the world electing a socialist, stem from the money being broken.
> The world will not be fixed until the money is fixed.
> The solution is here. All that remains is understanding.
> Study Bitcoin.' - Cole Walmsley
https://cdn.azzamo.net/ad2d863d22bb690bd624728049c6c3d5444d0ed98f41cd3805e4701395835310.webp
## 🧡Bitcoin news🧡
Just want to start with the following...
What produces inflation? Milton Friedman had the answer decades ago: “Too much government spending and too much government creation of money - and nothing else.”
Study Bitcoin!
Photos hosted by Azzamo (https://azzamo.net/)
On the 16th of November:
➡️I’m a buyer of standard deviation moves to the downside; they don’t come often, but they tend to be excellent opportunities.
https://cdn.azzamo.net/3ac263f594b5f360f081edbcebc6817218ca642fe81ea47cac96224ab6e9e800.webp
➡️Bitcoin News: Bitcoin just hit its 4th “death cross” of this cycle. The last three marked excellent buying opportunities. Historically, one year after a death cross, Bitcoin has been higher 50% of the time, with an average return of 85%.
https://cdn.azzamo.net/b330f170fc2a8f988498a95ab4260be8a54d818dc75ea75ff9d1cea91f258076.webp
On the 17th of November:
➡️
> 'IBIT alone is buying 1,200 BTC / day (all day average). All ETFs + MSTR 2,000 BTC / day = 1 MM BTC+ every 2 Years. (R2 = 93%).
> Most of the freely tradable supply will be bought in the next decade.' - Fred Krueger
https://cdn.azzamo.net/9954ed7595da297b8064e052fa75b0079eefd0b9bdcb5b37bb26eba9ddc15827.webp
➡️95% of the total Bitcoin supply has now been mined.
➡️Jeff Swanson: Bitcoin continues its collapse, ultimately going to zero. You can really see it here on this chart.
*On the 18th of November:*
➡️Bitcoin whales bought the dip below $100k
https://cdn.azzamo.net/476e49de1e572b7a684e001154253a9307db8bfc7854103d75b6cd590e6bc32e.webp
➡️The last time Bitcoin was here, global liquidity was $7 trillion lower.
➡️BTCosmonaut: 'This is without a doubt one of the most dangerous bear traps in Bitcoin history. Plebs are losing the plot and selling to Blackrock, Harvard, UAE, Czech, etc., because their WATCH is telling them to. Unfortunately, they will never see that Bitcoin again.'
➡️Joe Consorti: 'Bitcoin may be at its lowest price since April, but the assets held by spot ETFs are ~200,000 BTC higher. Don't let Goldman Sachs be more bullish than you.'
https://cdn.azzamo.net/91531afc3169deef2f79c9fdef272af47db7d44b40776fbf8dcef416f223ba55.webp
➡️Pre Black Friday deal: Bitcoin's on sale. 30% discount.
➡️El Salvador just bought $100 MILLION Bitcoin during the dip.
➡️'95% of the 21 million Bitcoins have officially been mined. Only 5% of BTC supply left to be mined over the next 114 years!' - Wicked
https://cdn.azzamo.net/85a1bba1eb05c57d4d553a8e01c9a4bcdec513cbd436da044640fedeafdb385c.webp
> Chapo:
> '21M total BTC
> 3M lost = 18M
> 75% owned by institutions, govts, funds
> Only ~4M BTC available for individuals globally to own.
> Individual average ownership = 1/2000 (0.0005) Bitcoin
> If you own anywhere close to a whole Bitcoin, you are rich AF.'
*On the 19th of November:*
➡️Bitcoin has broken below the 0.75 cost-basis quantile, a level that has historically marked bear-market territory. Across cycles, reclaiming and holding above it has been key to restoring bullish structure. Bulls will want to see this level regained. -Glassnode
➡️New Hampshire launches First Bitcoin-backed municipal bond.
*On the 20th of November:*
➡️'Short-term holders underwater:
• 2020 COVID crash 92% in a loss of $3,850
• 2022 FTX collapse 94% in a loss of $16,000
• Today: 99% in a loss at $89,000
This is the highest short-term holder capitulation ever recorded.'
➡️Charlie Bilello: At $86,000, Bitcoin is now down around 32% from its all-time high of $126,000 in early October. That's the biggest drawdown since April, but not unusual at all given its historical volatility.
https://cdn.azzamo.net/87a29ae4ae7abc87df15bf7c73a1e6d783f8ce1f96b3d3fdaacced09220785fe.webp
➡️ Bitcoin's weekly RSI is at a level historically reserved for the bottom of bear market cycles, yet we're only 30% off the highs. It might be the fastest washout in Bitcoin history.
➡️Strategy: 'At current $BTC levels, we have 71 years of dividend coverage assuming the price stays flat. And any $BTC appreciation beyond 1.41% a year fully offsets our annual dividend obligations.'
Market: "We're gonna take Bitcoin down and force liquidate Saylor." Strategy: "Okay, sure. Assuming we do nothing else, you know that we have 71 years of dividends at this current Bitcoin price, right?"
Market: "Oh...um...well..."
On the 21st of November:
➡️At $80,600, Bitcoin is now down around 36% from its all-time high of $126,300 in early October. That's the biggest correction off an all-time high since 2022. Is this unusual volatility for Bitcoin? Not at all. We've seen similar or bigger drawdowns every year.
https://cdn.azzamo.net/5b30d5f475b04cc8075f77ebeec294d75db17d2a40c6c8a0fcb249b941457fa0.webp
I saw Bitcoin crash from $20k to $3k, from $69k to $16k, and from $126k to $80k. Every dip was said to be Bitcoin's death, while in reality, every single one was a once-in-a-lifetime buying opportunity. Zoom out, chill, and HODL. Bitcoin will recover.
https://cdn.azzamo.net/1b222a2680f2d99f8087d3f079e15fb6b944e3dd66ac28eccb3460b55af26ac6.webp
Aged like fine red wine.
➡️Bitcoin News: Bitcoin's Mean Reversion Oscillator just printed its first green (oversold) bar since April this year.
https://cdn.azzamo.net/6b9d831890b364277b1aff51b25f22ada3feb8fe887e8cb4d980ed26924abaea.webp
➡️The number of Bitcoin addresses worth over $100K has dropped 30% over the last two weeks.
➡️Bitcoin realized losses surge to levels last seen during the FTX collapse (Glassnode)
➡️'Binance spot orderbook just printed the single largest positive Depth Delta spike on record (deepest depth). Buy orders now massively outnumber sell orders below price, the strongest absorption signal we’ve seen all cycle. Previous extremes like this marked local lows within hours/days.' - ExitpumpBTC
➡️Bitcoin realized losses have surged to levels last seen during the FTX collapse, with short-term holders driving the bulk of the capitulation. The scale and speed of these losses reflect a meaningful washout of marginal demand as recent buyers unwind into the drawdown. - Glassnode
➡️Bit Paine: If this dip is truly being caused by a liquidity contraction before a wave of stimulus, then the only real historical comparison we have is the 2019 COVID crash, like the ocean going out before a tidal wave.
https://cdn.azzamo.net/ef2f0afdd8d482450e91c8a5c36a3edcc98fe90714689a217b37797c6025d4de.webp
➡️Parker Lewis: "The most important learning from bitcoin's volatility is that bitcoin doesn't die. No central coordination, no bailouts, no moral hazard. On March 12th, 2020, Bitcoin crashed by 50% in a single day to $4,000. Did Bitcoin die? No. Is this good for Bitcoin? Yes. Same story."
https://cdn.azzamo.net/6a6adc9544d3168272e62116b18cb8f8bbeb88263a7d6aa3e6c306904cee626a.webp
➡️SOLO BLOCK FOUND A home miner with only ~6.73TH/s of total hashrate just mined a block for 3.146 BTC, totaling $264,558. The device that mined block 924569 appears to be a Bitaxe Gamma at 1.2TH/s.
*On the 22nd of November:*
➡️Bitcoin's weekly RSI has only been this low twice before:
1. 2019 bear market
2. 2022 bear market.
➡️Even if Bitcoin adoption completely froze today, its price could still track M2 money supply growth at about 8% per year. ~8% more USD. ~0% more BTC. Each year. But adoption is accelerating, not stopping, so a CAGR of 30% - 50%+ is more realistic.
➡️Billy Boone: 'If Bitcoin closes in the red in 2025, it will break the pattern, and everything you've ever thought to be predictable about the asset is over. In uncharted territory, macro makes the rules. And macro is ALWAYS forced to appreciate scarce assets eventually. Remember, we live in a world denominated in pieces of paper represented by numbers on a screen.'
https://cdn.azzamo.net/4828bb142c805406f6c4b4bb5cb6d8c4f370164b068c28f4c149da928bd50083.webp
➡️SwanDesk: 'Bitcoin Hashprice COLLAPSES to all-time low of $34.49/PH/s, down over -50% in weeks and the lowest in BTC’s entire history. This is much worse than even the 2021 China ban or the 2022 bear market. Miners are now hemorrhaging cash, which means forced selling and shutdowns are imminent.'
https://cdn.azzamo.net/e3e1c839d6d9470d8e1a08e623d2aea58b77e543fc01ee72ab38cc79f7ab2e37.webp
Miners capitulating at historic lows isn't a crisis; it's the reset Bitcoin needed. Weak hands exit, difficulty adjusts down, survivors mine profitably again. This is how BTC self-heals.
Anyway, people, just calm your tits and behold,
The Great Bitcoin Collapse:
https://cdn.azzamo.net/03ecf3ecdd794361af72b2d78fd81bb47353996675f6678e3d6e95f312ab218c.webp
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: Bitcoin, AI & The Fourth Turning | George Bodine**
George Bodine joins the show for a wild conversation about the fourth turning, AI, quantum, and why he believes the next 3–5 years will be the most volatile period in Bitcoin history. We get into his insane life story — from trailer parks to flying F-18s at Top Gun, ejecting from a crashing jet, working underground as a miner, becoming a pro artist, and eventually going all-in on Bitcoin. George breaks down why he thinks the financial crisis never ended, how AI and robotics will erase millions of jobs, the global arms race for compute and energy, and why quantum could hit faster than people expect. We dig into Bitcoin’s real threats — mining centralisation, quantum-vulnerable coins, BIP444, and the Core vs Knots fight dividing the community.
Click here: https://youtu.be/mn-saa_p7r8
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
> Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 10.11.2025
## 🧠Quote(s) of the week:
> If we don't diagnose and treat the core of the problem, people are only going to continue moving closer to the polar ends of the political spectrum. Broken money is at the core of today's issues. Until that is widely acknowledged, nothing will get fixed. - Marty Bend
## 🧡Bitcoin news🧡
Before we start. Over the past few weeks, I stepped away for a moment — no weekly recaps, no updates. Life had its way of asking me to slow down, reset, and catch my breath. It was necessary, and honestly, it felt good to disconnect for a bit.
But I’m back now, fully recharged and ready to dive in again. Thanks for sticking around — let’s pick up where we left off.
Photos hosted by Azzamo (https://azzamo.net/)
**On the 3rd of November:**
➡️'Bitcoin has averaged over 40% gains in November since 2013.
➡️Norway reports a 30% rise in taxpayers declaring digital assets in 2024, with holdings exceeding US$4B.
**On the 4th of November:**
➡️Wicked: 'Everyone who first started daily DCA'ing bitcoin anytime over the past year is now at a loss on their investment, price lower than cost basis. If bitcoin were to drop down to $83k, then everyone who started as early as the last halving, on April 20, 2024, would also be at a loss.'
➡️'Bitcoin officially enters bear market territory, now down -20% since its record high seen on October 6th. We are living in the most exciting market in history.' -TKL
➡️Joe Consorti: 'Bitcoin is now down 20% from its all-time high—in equity terms, this would be considered the start of a bear market. We've already seen two 30%+ drawdowns this cycle. Nothing new under the sun. This is just capitulation from spot Bitcoin holders.' -Joe Consorti
➡️Largest re-accumulation event in the history of the asset class 300-500k.
➡️Pierre Rochard: We need more Bitcoin education. The mispricing is a result of growing information asymmetry. Check out and share:
https://nakamotoinstitute.org/
➡️This is bitcoin's 2nd-worst day of the year, down over 6%, now officially a bigger drawdown than last month's liquidation event.
➡️'Sequans becomes the first Bitcoin Treasury Company to officially sell part of its Bitcoin holdings. The firm announced it had sold 970 BTC to redeem 50% of its convertible debt from its July 7, 2025, offering. This move reduces Sequans’ total outstanding debt from $189M to $94.5M. Its Bitcoin holdings now stand at 2,264 BTC, down from 3,234 BTC. CEO Georges Karam called the sale a “tactical decision aimed at unlocking shareholder value” amid current market conditions.' -Bitcoin News
**On the 5th of November:**
➡️DenverBitcoin: "78% of all US Dollars in existence were created after 2019.
When people say “Capitalism doesn’t work.”
What they really mean is, “The limitless + costless creation of money doesn’t work.”
Your money is broke. Opt out."
Study Bitcoin
➡️Pullbacks in Bitcoin price are a feature of bull runs, not a bug. The recent drawdown of -21% from the all-time high doesn’t even make this list.
**On the 6th of November:**
➡️BITCOIN MIMICS APRIL CRASH
Bitcoin Archive:
In April, Bitcoin fell 30% to $74K before rallying 70% to $126K Several indicators marked the low in hindsight, including MVRV, Supply in Loss %, 365DMA, and RSI. Today, those same indicators are signaling a potential reversal.
Structurally, it all looks the same. My theory is that people are just down and tired of being chopped up throughout the year.
➡️Wicked: "In dollars, prices of houses have more than doubled. In Bitcoin, they continue to collapse, trending toward zero. Wake me up when the average new house costs less than 1 BTC."
➡️Institute of Technology and Renewable Energies to sell 97 Bitcoin ($10M), originally bought for $10,000 in 2012 during a blockchain research project.
➡️Normally, the following I would place the following in the segment Macro/geopolitics.
Mark Mitchell: 'This chart is damning. The death of true capitalism.'
The chart is real. The conclusion is not.
Great response by Rock Chartrand: 'What you’re calling “the death of true capitalism” is actually the triumph of government-managed markets. When the state rigs the rules, prices signal politics instead of value. Capitalism didn’t fail. It was replaced. If productivity rises but your paycheck doesn’t, the first question is: Who inserted themselves between you and the value you produce? The answer is never “capitalism.” It’s always “the people who claim to be protecting you.”
Opt out, study Bitcoin.
https://wtfhappenedin1971.com/
➡️JPMorgan analysts see Bitcoin reaching about $170,000 within the next 6 to 12 months. They cite leverage resets, improving volatility relative to gold, and a market correction of nearly 20 percent from recent highs. Analysts also noted record futures liquidations on Oct. 10 and renewed security concerns after the $120 million Balancer exploit as reasons for recent concern.
'OG bitcoin whales are dumping, and sentiment is horrible. Meanwhile, JPMorgan has a $170k price target, and 99.5% of funds in the spot bitcoin ETFs haven't sold in this 20% drawdown. A complete inversion of pre-2024 norms. This is a totally different market now.' - Joe Consorti
➡️Checkmate: '2025 has been the year when the most old coin $ value has come back to life.
$13.3B worth of coins aged 10yrs+ (with ~$9.5B from that one guy with 80k BTC).
$16.2B from 7 to 10-year coins
$22.7B From 5y to 7y (1-2 cycle holders)
Total 5y+ revived supply in 2025 is $52.2B
➡️With an average purchase price of $107,911, Metaplanet (#4 largest Bitcoin Treasury Company) is now down over $30 million on their Bitcoin holdings.
➡️BlackRock just sold $478 million worth of Bitcoin through Coinbase Prime.
➡️Ark Invest CEO Cathie Wood reduces her 2030 Bitcoin target from $1.5M to $1.2M.
➡️Bitcoin accumulator addresses doubled to 262,000 in just two months, 375,000 BTC added in 30 days.
**On the 7th of November:**
➡️Charles Edwards:
OG Bitcoin whales are dumping.
'This chart gives a good visual of how many super whales are cashing out of Bitcoin. All lines here are 7+ year on-chain spends from pre-2018 era OG Bitcoin Hodlers.
Orange = $100M OG dumps.
Red = $500M OG dumps.
The chart is VERY colorful in 2025. OGs are cashing out.'
➡️'Largest business cycle bull div yet. Reversal = Parabolic market' - TechDev
'The US Government seeks a maximum 5-year sentence for Samourai Wallet developers. In its sentencing memo, prosecutors barely mention the actual charge of operating an unlicensed money transmitter. Instead, they focus on dropped allegations of money laundering and sanctions evasion.' - Bitcoin News
➡️Blackrock bought 921 BTC today. Has sold 5,300 this week. Still holds 798,000 BTC.
➡️Japan's Financial Services Agency to support the country's three largest banks in developing a stablecoin. More liquidity for Bitcoin.
➡️Smart money isn’t selling 99.5% of spot bitcoin ETF investors held through the 20% drawdown.
➡️'What's different this time about Bitcoin Long-term holder (LTH) selling? Bitcoin Long-term holders selling is a normal occurrence in bull markets. LTH takes profits as prices reach new highs.
What's important to analyze each time is whether there's growing Bitcoin demand that can absorb the LTH selling at higher prices. For example, in Jan-March and Nov-Dec 2024, increasing LTH sales occurred as demand was growing (green areas), so the price reached new ATHs.
However, since October, LTH sales have increased (nothing new here), but demand is contracting (red areas), unable to absorb LTH supply at higher prices.' -Julio Moreno
➡️U.S. Bitcoin ETFs bought $240 MILLION BTC yesterday, ending six days of outflows.
➡️Joe Consorti: 'Bitcoin is now in "extreme fear" with its price now 20% off the all-time high and falling. The market has been more fearful twice this cycle:
1. After 8 months of consolidation in 2024,
2. This April, near the bottom of a 32% drawdown
If we're still in a bull, this means we're nearing the local bottom.
If we're moving into a bear (I don't think so), then look out down below.'
➡️'Since 1987, every major bottom in the University of Michigan Consumer Sentiment Index has aligned with a bottom in the Russell 2000. And over the past 15 years, every parabolic bitcoin bull market has coincided with a Russell 2000 breakout, which may be forming again now.'- Joe Burnett
➡️'They print the money, fund the crimes, and walk free, but the dev who built a privacy wallet gets 5 years.' - TFTC
➡️71% of traditional hedge funds plan to increase Bitcoin and crypto exposure over the next year - AIMA
➡️The Trump family’s American Bitcoin continues stacking, adding ~₿139 since the October 24, 2025 announcement. Total holdings now stand at ₿4,004, with Satoshis per Share (SPS) rising to 432.
**On the 8th of November:**
➡️Satoshi Nakamoto Explains ‘Difficulty Adjustment’ “As computers get faster and the total computing power applied to creating bitcoins increases, the difficulty increases proportionally to keep the total new production constant. Thus, it is known in advance how many new Bitcoins.”
➡️Wicked: The NASDAQ 100 just edged out Bitcoin, comparing their 4-year CAGR.
➡️A Ledger blog article explaining multi-sig is restricted to citizens in the UK “due to new rules.”
➡️Bitcoin News: 'On Friday, Nov. 7, with the price of Bitcoin hovering just above $100,000, a 2016-era whale moved 216.95 BTC worth $22.47 million after 9 years and 4 months of dormancy.'
➡️Bitcoin miners are under renewed pressure as the hash price, a key profitability metric measuring daily revenue per petahash per second, falls to around $42, nearing the $40 “survival” threshold that could push smaller operators offline.
**On the 9th of November:**
➡️The S&P 500 is up in nominal terms, flat in gold terms, and down in Bitcoin terms.
➡️Josh Mandell reports losing over $1.2 million on IBIT call options, which he bought after predicting Bitcoin would reach $444,000 by November 8.
➡️The Winklevoss twins send 250 BTC to Gemini hot wallets.
➡️Wicked: 'Block by block, sat by sat...save and HODL bitcoin for a better future.'
➡️$1,200 Covid stimulus check is now worth $21,270 if you bought bitcoin with it, 1,672% return.
**On the 10th of November:**
➡️Retail is selling Bitcoin while large investors are buying.
➡️"On October 15, as gold was hitting a blow-off top, people in Australia were lining up for hours to buy it. Today, after an 11% correction over the past couple of weeks, those lines have vanished, even though gold has already bounced 5% off the lows." -Bitcoin News
Fascinating how market psychology works; you can apply that to Bitcoin as well.
➡️APPLE CO-FOUNDER STEVE WOZNIAK: "Bitcoin is mathematical purity"
➡️4 million Square merchants can now accept Bitcoin with no fees starting today. Square just announced Bitcoin payments live via Lightning. Instant settlement. No banks. The rails of fiat are breaking. The rails of Bitcoin are being built. Their sellers can now receive Bitcoin to Bitcoin, Bitcoin to fiat, fiat to Bitcoin, or fiat to fiat.
Allen Farrington: But why would Square want merchants to accept bitcoin?
➡️Ethiopia's Bitcoin mining operation has made $82 MILLION in just 3 months.
➡️Strategy has acquired 487 BTC for ~$49.9 million at ~$102,557 per bitcoin and has achieved BTC Yield of 26.1% YTD 2025. As of 11/9/2025, they hodl 641,692 Bitcoin acquired for ~$47.54 billion at ~$74,079 per Bitcoin.
➡️'Bank of England proposes £20k cap on retail stablecoin holdings. They can only control you because you are using their money. Opt out, study Bitcoin. HODL it in self-custody. F*CK THEM!' - CarlBMenger
➡️'HIVE just reached 24 EH/s, up 147% YoY, and completed its 300 MW Paraguay site. Now it’s turning Bitcoin mining profits into AI data centers across Canada!' - Simply Bitcoin
➡️No, the EU will not require ID for every Bitcoin transaction.
But the AMLR is still a massive pile of trash.
Now let's break it down...
"Lots of fake news about the EU’s Anti-Money Laundering Package flooded the timeline last weekend, so here’s a quick breakdown of what these new regulations actually mean.
First, the EU *is not* requiring an ID for every bitcoin transaction, as widely misreported. The EU’s AMLR only applies to so-called CASPs, or Crypto Asset Service Providers, which are defined custodians under the Markets in Crypto Assets Regulation (MiCAR) and was adopted 1.5 years ago.
This is bad because it effectively requires most custodians to KYC their users, which is a major blow to small software firms trying to innovate.
Second, the AMLR requires CASPs to conduct due diligence on any funds that are sent to and from non-custodial wallets below 1000 EUR, and requires proof of proof-of-ownership of the non-custodial addresses when payments exceed 1000 EUR.
This also isn’t great because it effectively hinders the use of bitcoin as money, but it also isn’t KYC – due diligence is defined as a risk-based approach, which CASPs have some room to define, e.g., via the use of chain analysis firms. For transactions above 1000 EUR, most CASPs require something called the Satoshi Test, where you make a small transaction to the CASP to prove that the address belongs to you.
Again, this isn’t news and was implemented at the beginning of this year via the Travel Rule.
Third, the EU bans cash transactions over 10k EUR for business transactions, but this too is already in effect in most countries, which have bans on cash transactions as low as 1000 EUR, e.g., France or Spain. What *is* new is that the AMLR bans CASPs from offering privacy coins – but some exchanges, such as Kraken EU, have already delisted coins like Monero as the EU considers them to be risk-carrying assets.
I hope this helps clear up some of the misconceptions and reminds you to read primary news sources yourself instead of relying on AI-fueled news aggregators feeding a frenzy for monetized clicks.
The AMLR is an absolute disaster, and there’s no need to make it worse than it sounds, because things are already pretty bad in the EU for Bitcoin.' -Independent Journalist L0laL33tz
Here's what the new regulations mean. Full story:
https://www.therage.co/eu-bitcoin-kyc/
Now, why am I writing the recaps? The main reason to share information and knowledge. Bring more people into Bitcoin and teach them how to use freedom tech.
People should learn how to use Bitcoin, try many wallets, Lightning Network, and VPN's to evade censorship.
But let me make one thing very clear. You can clearly see the trend here. They are closing the gates to escape. They will soon start to confiscate or regulate YOU out of the equation.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did - Bitcoin Power Law: The End of Exponential Growth | Matthew Mezinskis
Matthew Mezinskis is a macroeconomic researcher, host of Crypto Voices, and creator of Porkopolis Economics. In this episode, Matthew breaks down why Bitcoin doesn’t grow exponentially like traditional finance; it grows on a power curve. He explains why this difference matters for sustainability, how it challenges credit-based systems, and what it means for the long-term coexistence of Bitcoin and fiat money. They discuss how the power law reveals Bitcoin’s proportional and sustainable growth, why exponential systems like debt-driven markets inevitably face booms and busts, and how Bitcoin could eventually pull TradFi into a Bitcoin world rather than be absorbed by it. Matthew also explores Bitcoin’s growing dominance as base money, comparing its scale to global cash and reserves, and why its next major milestone is surpassing U.S. cash in circulation.
Click here: https://youtu.be/NaC3zGp6BSo
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 08.09.2025
🧠Quote(s) of the week:
“The Roman state was daily growing poorer, while the taxes were constantly increasing, because the coinage was debased.” - Zosimus, 6th century.
https://cdn.azzamo.net/959aa7148c19520d7742bf5e4b27d40fda5aa66bfc8cd2ea30256266494dab7c.webp
SAIFEDEAN AMMOUS: "The biggest problem with Bitcoin is that it didn't exist before 2009."
🧡Bitcoin news🧡
On the 1st of September:
➡️'Bitcoin supply shock is imminent!' - Trending Bitcoin
https://cdn.azzamo.net/a01a842ff28b83f126873dee175fed6e8e01139671d8cf5f682be2f6a5a8786f.webp
On the 2nd of September:
➡️Wicked: 'Saving in dollars vs gold vs bitcoin: After 400 weeks of $50 DCA, you’d have $20,000 had you saved in dollars, 11.322 ounces of gold (worth $38,864) had you saved in gold, or 1.3719 BTC (worth $148,707) had you saved in bitcoin.'
https://cdn.azzamo.net/47e7de8bb3ceede86bd74d90e01fa8c103c0003c5192ef4e580150fd8be0ff56.webp
Quick reminder: Gold officially hits $3,600/oz for the first time in history. Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return. Meanwhile, the US Dollar to Gold ratio is falling off a cliff.
https://cdn.azzamo.net/70e520c84f95b6dc72d53757fdeb31b3f625ae05d8d187944a521960c713d87f.webp
What does that tell us?
Oh wait.... 'US M2 Money Supply is now growing at a +5.1% annualized rate of change. It should be no surprise that Core CPI inflation is back above 3.0%, AND rate cuts are on the way. After 10 years of 3% inflation, the US Dollar loses 25%+ of its purchasing power. This is on top of the ~20% in value that the US Dollar has lost since 2020. Own assets or you will be left behind.' - TKL
Anyway, got Bitcoin?
https://cdn.azzamo.net/76adfe915db5f4288c3969e38b0890de77229174503103b5a72393f23c5f80a3.webp
➡️Strategy has acquired 4,048 BTC for ~$449.3 million at ~$110,981 per bitcoin and has achieved BTC Yield of 25.7% YTD 2025. As of 9/1/2025, we hodl 636,505 Bitcoin acquired for ~$46.95 billion at ~$73,765 per Bitcoin.
➡️https://cdn.azzamo.net/e3ec32936e8b845ad6b969cbcba9da97c7982081ed2ab609e2217063fe602991.webp
Robin Seyr: 'They know it's a race between private sound money and state surveillance money. ⇒ Bitcoin vs. CBDC!"
➡️Parker Lewis: "Not changing your software or running new code is being framed as the heretical position, which feels like gaslighting. 2009-2024: run full nodes, verify, don't trust, default position is no. 2025: run light clients, trust the experts, if you don't change code, you're a retard."
➡️'Cango Inc. reports 663.7 Bitcoin produced in August, up from 650.5 in July, with 5,193.4 BTC held by month-end. Deployed hashrate stayed at 50 EH/s, while average operating hashrate rose to 43.74 EH/s from 40.91 EH/s.' - Bitcoin News
➡️Billionaire Ray Dalio warns of a "debt-induced heart attack in the near future." "I'd say three years, give or take a year or two." Dalio has warned Donald Trump’s America is drifting into 1930s-style autocratic politics — and said other investors are too scared of the president to speak up. https://archive.ph/GdvIb
Buy Bitcoin.
➡️Daniel Batten: New article: The new (data-backed) story about Bitcoin mining: TL;DR
22 peer-reviewed studies
19 mainstream media outlets
10 sustainability media outlets
8 independent reports say Bitcoin mining has strong, scalable environmental benefits: https://batcoinz.com/the-changing-narrative-on-bitcoin-mining/
On the 3rd September:
➡️'Google Cloud just launched an AI that explains Bitcoin, analyzes wallets, and interacts with blockchain transactions.' - TFTC
➡️As I will explain down below in the Macro/Geopolitics section regarding the collapse of the G7 bond market... The best explanation why you should hold some Bitcoin. Adam Kobeissi: 'At some point, you have to ask yourself: What is going on? Gold is hitting daily record highs, yields are rising to 20+ year highs with rate cuts, and the S&P 500 is setting up for 7,000. Markets know that G7 Countries will see 3%+ inflation for years, and deficit spending is soaring. Own assets or be left behind.
➡️Global M2 is at an all-time high. Historically, the Bitcoin price follows. - Bitcoin Magazine
➡️River: "Business owners are investing 22% of their profits into Bitcoin. Our new report shows how, in 2025, businesses are adopting bitcoin faster than ever."
https://cdn.azzamo.net/37029322d389c6e2a91a11b30b8276a44ff4af1b8410a951367e1caa717f7f68.webp
In this report:
Why 2025 is a breakout year for business adoption
Bitcoin adoption across every industry
The Bitcoin Treasury Company Megatrend
How bitcoin goes mainstream for businesses https://river.com/learn/files/river-business-report-2025.pdf
➡️Bitcoin Archive: 'Whales are selling Bitcoin. Average holdings for entities with 100–10K BTC just dropped to 488 BTC, the lowest since 2018. Once whales finish taking profits, the melt-up can resume."
https://cdn.azzamo.net/c7b92414d96c261c7c90194e76af6003b6571add625d7b9cfa9737b3c69d9688.webp
➡️'Bitcoin smashes through $112K as Fed Governor Waller signals support for "multiple rate cuts" in the coming months.' - Bitcoin News
➡️River: 'You should be able to verify that your exchange is not selling paper bitcoin. It's a requirement to build a better financial system. All Bitcoin held on River is in proven full-reserve custody.'
https://cdn.azzamo.net/589eaaf534b2fe293e9e0176f8e1c161a1f15748bf7e7e209e3c2dc017f00ab0.webp
We need that all over the space, and worldwide in each country.
➡️One month later, and MSTY's down another 10% in terms of Bitcoin. nostr:nprofile1qyt8wumn8ghj7cnfw33k76twv4ezuum0vd5kzmqpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqg909a5z75fgnxzjcej5lur94fq95sw3tc43edkfzucjxczhgncxuc80g2ys
https://cdn.azzamo.net/b2733a088d43cc16604f6c095f9eb555fe481532345e83bbe2843fea40be55da.webp
Even if a 'product' comes out of the Saylor fabric, paper Bitcoin is not Bitcoin... and it will go to 0, given enough time.
➡️'Simple way to see if we have juice left in this cycle: Track the Z-score of Bitcoin's (daily price - 200WMA), and we see that the resulting standard deviation has a history of creeping up to ~2-3σ, and somewhere around that 2-3σ crest there tends to be a BLOW-OFF to the 6-8σ range. We haven't seen that blow-off yet this cycle. Get your popcorn ready for Q4 - Sminston With
https://cdn.azzamo.net/449909cf3d2c958540d555c19cb750eeece5712cfb5739c065b124df341a6849.webp
➡️West Main Self Storage buys an additional 0.089 Bitcoin and now holds a total of 0.52 BTC.
➡️Bloomberg reports Michael Saylor's Strategy "has met all the criteria — and more" to be added into the S&P 500
On the 5th of September:
➡️ nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgp4kg7dqtfdwhj4em3clhhzd0yz78g460y4szqqkp9smghdkaghaglmys9t Every business will hold bitcoin on its balance sheet. There’s an industry emerging to make this possible:
https://cdn.azzamo.net/60f5ff1cfcecbaf6c6b311a23ef9d5259ba223078dec6c9a23bb8a5a1a17334a.webp
➡️Bitcoin Archive: "$120 million Bitcoin and crypto longs liquidated in the past hour. Bitcoin fell -$2,500 in a few minutes."
➡️A solo Bitcoin miner has mined on this day a block worth $353,000.
➡️MARA mined 705 Bitcoin worth $77.7 MILLION in August. MARA now holds 52,477 BTC worth $5.9 BILLION. Second-largest public holder behind Strategy.
➡️El Salvador buys $50,000,000 worth of Gold. https://es-us.noticias.yahoo.com/salvador-eleva-31-reservas-oro-215307198.html According to the Yahoo article, they have $207M of gold in total and more than $700M in Bitcoin. As Pledditor mentioned: 'El Salvador just spent more money buying Gold yesterday than they have spent over the last 2 years buying bitcoin.' Let's see how this will work out.
➡️Paraguay to hold a meeting in September on creating a strategic Bitcoin reserve.
➡️RhinoBitcoin: 'AI researcher Dr. Roman Yampolskiy just told millions of viewers on Diary of a CEO that Bitcoin is the best investment for the age of AI. It's because “it’s the only scarce resource, the only thing we know the exact supply of in the universe.” Great quote on this topic by Bitcoin News: "If AI makes everything from knowledge to labor infinitely abundant, then Bitcoin’s absolute scarcity will become priceless."
➡️Bitcoin Archive: An SEC report reveals nearly a year of texts from former Chair Gensler were lost due to “avoidable” tech failures at the agency. Dates range from October 18, 2022, to September 6, 2023, when Bitcoin was $15k.
On the 6th of September:
➡️2.3M - 3.7M Bitcoin is permanently lost, according to Ledger. This means at least 11% of the total supply is gone forever.
➡️It took the U.S. 220 years to reach $1 TRILLION in debt. Today, we add that every 5 months.' - CarlBMenger
https://cdn.azzamo.net/5c68e0a3334bcbc1e569b05e07493c69f618ecc295c4efe4f8fe35b7c2c80d92.webp
Anyway, got Bitcoin?
On the 7th of September:
➡️Companies are buying 1,755 BTC per day. That’s 4x the daily mining issuance of just 450 BTC.
➡️Next ₿itcoin Halving Progress ▓▓▓▓▓░░░░░░░░░░░░░░░░ 35% Current Block: 913,519 Halving Block: 1,050,000 Blocks Remaining: 136,481 Days Remaining: ~948 days It is projected to occur in 2 years and 217 days on 4/11/2028.
➡️Bitcoin mining difficulty sets a new all-time high above $136 TRILLION. Network is stronger than ever.
https://cdn.azzamo.net/7a0eda9dfef04e8d0bc74d11f466aadca8cddfa6166bf3d2da6fd800e98f1b76.webp
➡️Bitcoin illiquid supply hits a record 14.3M BTC. 72% of the total supply is locked up by long-term holders.
On the 8th of September:
➡️Bitcoin Archive: Massive crypto supply chain attack. Ledger CTO warns: Hardware wallet users must verify every transaction. Others should avoid on-chain activity until patched.
https://cdn.azzamo.net/ba8bbd63105670b302d3295080ab6d79beb96111bf900ccdd9f1cef841a02952.webp
The drama here isn’t that a vulnerability exists — every system eventually reveals cracks. The drama is that 'crypto' has lulled people into forgetting the first principle of sovereignty: trust nothing blindly, not even your tools. And because no one bothers to listen, the majority of the people will continue to suffer. Do you know why Satoshi designed Bitcoin to be used "p2p"? It's because "3RD PARTIES ARE SECURITY HOLES...ALL OF THEM!". And for the love of god! When are people going to learn that Ledger is just crap and not air gapped? Just don't do shitcoins!
🎁If you have made it this far, I would like to give you a little gift:
'Lyn Alden just dropped a 2-hour masterclass with Tom Bilyeu to his 4.5M+ subscribers. If you don’t understand what’s happening to money right now, you’ll wake up on the wrong side of history. A 2-hour macro deep dive, compressed for signal. Which insight hit hardest for you? Watch the full conversation here:' - Swan
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
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⭐ Many thanks⭐
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https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
The Latest Bitcoin & Macro news: Weekly Recap 08.09.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
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⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
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https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
The Latest Bitcoin & Macro news: Weekly Recap 01.09.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 01.09.2025
🧠Quote(s) of the week:
James Lavish: "If you want to protest anything, protest central bank monetary manipulation that steals purchasing power from you daily. And the way to do that is by buying Bitcoin." nostr:nprofile1qqsvfz6uem26mf6dkpud76cqlfflcyfe6ualpmgkmce9653zqggah4gwgwl0x
The great promise of Bitcoin—its great and noble ambition—is that, some years from now, it will perhaps have healed the institution of money in our civilization.
🧡Bitcoin news🧡
On the 25th of August:
➡️The Bitcoin Fear and Greed Index is now almost back at "Fear" - Bitcoin Magazine Pro
https://cdn.azzamo.net/5e56cbc601a40ee1a8e57dc35ff630c248f75bfb70f69d28112cd2a5d1296cba.webp
On the 26th of August:
➡️Semiconductor firm Sequans to raise $200 MILLION to buy Bitcoin for its treasury.
➡️By opening 401ks to alternative investments, the Trump administration just unlocked a $7 trillion market for Bitcoin. "This isn't regulatory capture, it's almost regulatory surrender."
Bitcoin News: "Did you know that new SEC Chair, Paul Atkins, has disclosed owning $6 million in crypto?'
➡️86% of Strategy’s 3,081 BTC purchase this week came from tapping the ATM and selling common MSTR shares.' -Bitcoin News
➡️Bitcoin News: "In its inaugural 'Bitcoin Long-Term Capital Market Assumptions, Bitwise lays out its bull case. Bitwise predicts Bitcoin could hit nearly $3 MILLION by 2035. Base case: $1.3M Bear case: $88K Bull case: $2.97M Too bullish or too bearish?"
➡️As shared last week, but a great reminder: If you hold Bitcoin for 3+ years, your odds of losing money are basically 0%.
On the 27th of August:
➡️A Bitcoin whale sent 750 BTC worth approximately $83 million to Binance, according to Nansen. They bought it 12 years ago for $322. Many whales have been selling recently. Once the market absorbs this supply, Bitcoin is likely to move higher.
➡️Bitcoin Archive: "Bitcoin total hash rate reaches a new all-time high. Hash precedes price."
https://cdn.azzamo.net/ebbd11a3f19629788292ee0f68c49caa64e595fc3f84186234f11d12550c0bdc.webp
➡️Priced in Bitcoin: "The Big Mac Index, Priced in BTC.
2015: ₿0.0099
2020: ₿0.000166
2025: ₿0.0000609
In 10 years: -99% in BTC, while USD +33%. Everything priced in bitcoin tends to zero.
https://cdn.azzamo.net/bc453d24cd520470f68be7ff0198a856ce4e7606586beb05cb04b50737946f6e.webp
On the 29th of August:
➡️River: Every Bitcoiner started as a critic. But as we pay attention and dig deeper, one by one, we change our minds. And all of them end up capitulating! nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgp4kg7dqtfdwhj4em3clhhzd0yz78g460y4szqqkp9smghdkaghaglmys9t
➡️Lyn Alden: "There's so much drama/chatter about bitcoin's boring price action. Just grinding generally upward with higher highs and lows. Since this has roughly been my base case (bullish but boring), I went and wrote a sci-fi book during this time. You can just kind of skip boring things."
https://cdn.azzamo.net/cc449f379a1f1b7e50f1878edba11b7fa5e9b92a952a20cd4027fc6bcbfcb9b4.webp
➡️How can this be…I was told they only use Bitcoin to launder money.
https://cdn.azzamo.net/f9e5b01f7593d0e6e904afde07ceb332de820ec2017d7f9315ca51913f8a1aba.webp
On the 30th of August:
➡️Reminder: Bitcoin's volatility has been trending down since its inception. The trend also follows price, which Bitcoin has scaled by 7 orders of magnitude. Moving toward $1M Bitcoin will represent moving into a fully mature asset class, from which the early investors (you) will have greatly benefited, especially while enduring the stormy seas. Showing: Bitcoin's annualized 30-day volatility as a % (along with the rolling median). Bitcoin’s volatility: the ultimate chart.
https://cdn.azzamo.net/1ffa05d2855041d39e38992f4247d54418e5c640c99ca468a1b45d8c8de6ace3.webp
Both Bitcoin volatility and returns have unquestionably followed a clear, diminishing pattern, which is logical and expected for a financial asset and network undergoing a stabilization process.
➡️ Institutions bought 690,710 BTC this year vs only 109,072 BTC mined. – Bitwise: That’s 6x more demand than supply.
https://cdn.azzamo.net/620fb577671c76f1f87a4cca33526865cba2677143bf035c55143384b18061e8.webp
➡️'New York’s Bitcoin bar @PubKey is rolling out a new deal: all payments made in Bitcoin get 21% off. That’s beers, burgers, dogs, and merch, everything on the menu.' -Bitcoin News
➡️West Main Self Storage buys an additional 0.088 #Bitcoin and now holds a total of 0.43 BTC.
On the 30th of August:
➡️Bitcoin Archive: "Bitcoin whale who sold 24,000 BTC last week just sent another 2,000 BTC to an exchange. Watch out for volatility again this weekend."
➡️"El Salvador has begun redistributing its National Strategic Bitcoin Reserve into multiple unused addresses, each capped at 500 BTC. The move enhances long-term security and reduces exposure to quantum threats by keeping public keys hashed and unused." -Bitcoin News
On the 31st of August:
➡️BLACKROCK: "If every millionaire in the U.S. asked their financial advisor to get them 1 Bitcoin, there wouldn’t be enough."
On the 1st of September:
➡️Michael Saylor's STRATEGY could join the S&P500 as early as this Friday. Passive index funds would be forced to buy billions in Bitcoin exposure.
➡️Solo miner mines an entire Bitcoin block worth $340,000. They won the Bitcoin lottery.
https://cdn.azzamo.net/c06ffcffcf7113446e26a6775e9bbb39d34153d37a86ce95acdb801a7c9878e1.webp
➡️The world's third-largest hydroelectric power plant in Paraguay turns renewable hydropower into Bitcoin.
➡️'Bitcoin closed August in the red for the 4th consecutive year. September is historically Bitcoin’s weakest month. Watch for a bottom this month before a surge in Q4.' - Bitcoin Archive
https://cdn.azzamo.net/d84d3b29abe667c024ed430da1dd268f333d5c32a937f3be7dfaa31f214ebd13.webp
➡️The dollar is losing reserve currency status. It’s down to 42% of global reserves, and gold is rapidly rising. - Balaji
Some context: Gold's share of global international reserves rose 3 percentage points in Q1 2025, to 24%, the highest in 30 years. This marks the 3rd consecutive annual increase. Meanwhile, the US Dollar's share declined ~2 percentage points, to 42%, the lowest since the mid-1990s. The Euro share remained roughly unchanged at ~15%. Gold is now the world’s second-largest reserve asset after surpassing the Euro in 2024. Gold is seeing historic levels of demand.
https://cdn.azzamo.net/2e8b9dca2e0d54af01947521115477ae8435cb6159842cce7aafefe16af28d65.webp
Something Bitcoin flavour to add on.
https://cdn.azzamo.net/ffbf72ec342f7f50ec2ae82cb57dbbca373d19714cb6c51387d78536756bad1b.webp
What do you need besides this table, really? More Bitcoin! All aside, Bitcoin % will be max 20-30% in the next decade. Considering the alternatives, still the best.
Show this to your co-workers, friends, or family members if they ask you how to get started with investing. There is only one answer...
🎁If you have made it this far, I would like to give you a little gift:
For those who haven't gotten a chance to read Broken Money, remember that nostr:nprofile1qy2hwumn8ghj7mn0wd68ytndv9kxjm3wdahxcqg5waehxw309ahx7um5wfekzarkvyhxuet5qqsw4v882mfjhq9u63j08kzyhqzqxqc8tgf740p4nxnk9jdv02u37ncdhu7e3 has a 30-minute animated video of it as well:
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
The Latest Bitcoin & Macro news: Weekly Recap 25.08.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 25.08.2025
🧠Quote(s) of the week:
"People don't realize that Bitcoin can conquer a $100+ trillion market simply because of multisig and the unbreakable reliability of its settlement. No collateral can even come close to any of the 5 most important traits you want in a perfect collateral. Bitcoin destroys all of it. - quick to exchange - easy to verify - easy & quick to liquidate at any time on any day - can't be damaged, perfectly portable - completely unmatched in mitigating trust and custody concerns Literally nothing is even in the same ballpark." - Guy Swann
Photos hosted by Azzamo (https://azzamo.net/)
🧡Bitcoin news🧡
https://cdn.azzamo.net/b5da19c57bc81cfd8487a7560a0962422ca5ac14c57fe7beaf440037342eb53e.webp
On the 18th of August:
➡️Thailand launches a program to allow foreign visitors to convert Bitcoin and crypto into local currency.
➡️I hate dumbducks like Jacob King:
https://cdn.azzamo.net/9afe7877c9fb692d461e29cf7d3dd7b5c56dc3445be520f66564797aed6ef8c4.webp
Ah, the great panic of the faithful—Foundry burps out eight blocks in a row and suddenly the sky is falling. Eight in a row with ~40% of the hash? That’s not black magic, that’s probability yawning and stretching. The White Paper told you plainly in Section 5: miners and nodes are the same, and there have never been more than a dozen or two in operation at any given time. Right now, you’re looking at about 13. So the spectacle here isn’t proof of decentralisation’s corpse; it’s just mathematics paying its rent on time.
Shanaka Anslem Perera: "Everyone screaming 'centralization' at 8 Foundry blocks in a row is missing the actual signal. Bitcoin is not a stock you hold; it is a thermodynamic truth encoded in math. Mining is probabilistic … streaks happen. Fees collapsing and empty blocks don’t mean “Bitcoin is dead,” they mean the network is clearing, like the ocean at low tide before the next wave. The real centralization risk isn’t Foundry or Antpool. It’s the fiat system you’re still trapped in. Bitcoin is the only network where power is checked by physics itself: SHA-256, difficulty adjustment, and block time. No CEO, no government, no central bank can override it. Eight blocks in a row isn’t a death knell. It’s a reminder. Bitcoin doesn’t care about your fear. It runs on a clock deeper than nation-states, deeper than empires. The longest chain always wins."
Spot on!
On the 19th of August:
➡️Royal Bank of Canada increased its MSTR stake by nearly 16% in Q2 2025, per new SEC filing.
➡️Bitcoin is dead, again!
https://cdn.azzamo.net/42ac87713c26dc9bbc29601df59f91bead71f114b0d751ff0fe1725bf3b6b30d.webp
Joe Consorti: Bitcoin has spent 131 days above $100k since it first broke it, with 43 days spent above $110k. Last cycle, BTC only spent 39 days above $60k. This consolidation above $100k is extremely healthy relative to prior cycles. Zoom out, and relax.
➡️On-Chain Collega: Let me be clear: This is not what Bitcoin cycle tops look like.
https://cdn.azzamo.net/06c2427d44a81e94e36c6de30bade9b056f1e0430e0e72fd56c52884949e1abc.webp
➡️Air Canada pension fund reveals $161 MILLION Bitcoin allocation. This is Canada's first large pension fund with a Bitcoin allocation.
➡️David Bailey’s KindlyMD acquires 5,744 Bitcoin for $678.9 MILLION.
➡️Tether appoints former white house crypto council executive director Bo Hines as strategic advisor for digital assets and U.S. strategy
➡️Tech Giant Google increases stake in Bitcoin miner TeraWulf to 14%.
➡️Bhutan government transfers 800 BTC ($92M). Bhutan holds 9,969 BTC ($1.15B).
https://cdn.azzamo.net/699d3b6edb3ddd50d95c6c78df3bcd5387fd582d9774e4518f41ccc0d58342c5.webp
➡️Ark 21Shares sells 559.85 Bitcoin worth $64.4 million.
➡️$829 billion Bernstein predicts the bull market extending into 2027 and bitcoin hitting $150,000–$200,000 in the next year
➡️Timothy Peterson: 'Bitcoin is down -8% in the past 6 days. This has happened 41 times since 2022. What happens next? In the following 6 days, Bitcoin was up 66% of the time. The average gain was 8%. If it did lose money, the average loss was only -3%.'
https://cdn.azzamo.net/27248ec51de99849c2d8c32ea5d418d19a03912d1ae0f7dbc6beed1f9c8c2307.webp
On the 20th of August:
➡️Harvard economist who was wrong about Bitcoin crashing to $100 in 2018 now says the world is wrong, he's still right.
https://cdn.azzamo.net/8a4b17a07f0f3f73d4157868c9057b780a0e4251a4adc2494460b5c91fefe795.webp
Translation: I wasn't wrong; everyone else is stupid.
https://cdn.azzamo.net/0ee948e2a34528fe371a17b74ac4798f336352a1bcc391401749e438ce0daac9.webp
Bravo, everyone. We're all more intellectually honest than a Harvard economist. This Harvard economist still proclaims that BTC, now the 6th largest global asset, is worthless. His thesis for the last 7 years has been thoroughly gutted, yet he refuses to accept new information.
James Lavish: "Understanding Bitcoin requires you to check your ego at the door and forget everything you have been programmed to believe about fiat and inflation."
➡️'BITCOIN HISTORY: Satoshi first emailed Adam Back about Bitcoin 17 years ago today.' - Bitcoin Archive
https://cdn.azzamo.net/224c798f008bf5e5ce459dc94a2e6226ca71c4b30dc8017d7cafc60e38243d6f.webp
➡️SoFi partners with Lightspark to launch Lightning-enabled international money transfers.
➡️River: Bitcoin's volatility has been lower than gold's for the longest period in history.
https://cdn.azzamo.net/b53fb1736c8c95504c7a293830779767d47e93f1a0f8ca13bafaff9c93e429ae.webp
➡️Swedish health tech company H100 Group acquires 102 BTC, bringing its total holdings to 911 BTC.
On the 21st of August:
➡️Pennsylvania lawmakers introduce House Bill 1812, which would ban public officials from owning Bitcoin or crypto. Violations could bring fines or even jail time.
➡️One of the world’s LARGEST financial institutions, Allianz, has gained Bitcoin exposure through MicroStrategy.
➡️ nostr:nprofile1qyt8wumn8ghj7cnfw33k76twv4ezuum0vd5kzmqpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqg909a5z75fgnxzjcej5lur94fq95sw3tc43edkfzucjxczhgncxuc80g2ys : 91.6% of all the bitcoin sits in UTXOs worth 1 BTC or more.
https://cdn.azzamo.net/841d37830f317e226564b4fb205d5e0ff142fd9cf9520271044c954bd0b7c2cc.webp
Now I hear you say, UTXOs? What? Here you go: https://river.com/learn/bitcoins-utxo-model/
On the 22nd of August:
➡️CarlBMenger: 'EU accelerates plans for digital euro stablecoin with potential rollout on Ethereum or Solana blockchain. European bureaucrats worship control, that’s why they push those centralised shitcoins, and build their own on top. FUCK THEM, embrace Bitcoin.'
➡️Strategy is BUYING around 785 Bitcoin per day.
https://cdn.azzamo.net/a0950f0c7a19ce658a17d45b18260044b91cb47a14a50da6e3fb7ea8b5febeca.webp
On top of that, Michael Saylor’s STRATEGY now meets all criteria for S&P 500 inclusion. If added, it could trigger $10B+ of passive inflows.
➡️'Powell, Chair of the Federal Reserve, says the Fed is moving away from its strict 2% inflation framework. They’re going to let inflation run hot. Buy as much Bitcoin as you can.' - Bitcoin Archive
https://cdn.azzamo.net/65ea4ce356610e08635b178879e6e6bb6c2c98c65a6af6b1db5edb0285748a6f.webp
James Lavish is spot on: 'And just like that, a 'target' becomes a 'feeling', and one that won't feel good to the vast majority of Americans.'
On top of that, Powell suggested current conditions 'may warrant' interest rate cuts. Bitcoin rose 76.9% from last September to December when the Fed cut rates. Today, the Fed opened the door to cut rates in September, once again. I know, different market, no elections, etc, but still.
Preston Pysh on Powell's statements: "Fiat is so fragile and manipulated that some old dude can mutter 15 words and markets around the world whip-saw to the tune of trillions of dollars in a matter of minutes. Humans have built their entire exchange of energy between each other on this scheme of a system. Decades later, we will truly laugh at how primitive it all was."
Anyway, if you are new to all this...let me explain how this will unfold:
The market goes down, people panic
The Fed lowers rates and prints money
Markets boom and people are happy
Printed money causes too much inflation
The Fed (central banks) hikes rates
Repeat until (hyper)inflation
Rinse and repeat, as we sit back & stack sats.
➡️ The Philippines House introduces a bill to establish a strategic Bitcoin reserve.
➡️First-time Bitcoin buyers added 50,000 BTC last week. Large holders bought another 16,000 BTC. Accumulation is accelerating.
➡️$250 MILLION Bitcoin and crypto shorts liquidated in the past 4 hours.
On the 23rd of August:
➡️Spot Bitcoin ETFs surged to a record $134.6 billion in Q2. Institutions reported $33.6 billion in holdings via 13F filings.
On the 24th of August:
➡️Probability of Positive Bitcoin Returns Per Holding Period: •1 Day: 53.1% •1 Week: 55.7% •1 Month: 57.8% •1 Qtr: 63.5% •1 Yr: 76.5% •3 Yr: 99.3% •5 Yr: 99.8% •10 Yr: 100%
https://cdn.azzamo.net/d6b9adea597653f75607f0b6fb1d78d3f45d749713850ee3e1ba888fcd1d9eba.webp
➡️The largest bank in Norway (DNB) is now creating a Bitcoin fund for customers to buy. 20% Bitcoin exposure and 80% Bitcoin companies. Gradually, then suddenly.
➡️'For all the anticipation of nation state adoption, it's funds and corporate treasuries who've been driving this cycle Wild, when you consider that US Investment Advisors allocate just 0.006% of their portfolio to Bitcoin. We are so early' - Daniel Batten
➡️A Bitcoin whale sold 24,000 BTC worth over $2.7 billion, causing today’s -$4,000 crash in minutes. They still hold 152,874 BTC worth more than $17 BILLION.
ZeroHedge: "Now why would someone want to sell a huge block and take out the entire bid stack (3 times in a row) so that they can trigger sell momentum and accumulate much lower?"
SightBringer: "ZeroHedge nails it here: this wasn’t just a random liquidation - it was a strategic flush.
•Instead of trickling sales into ETF absorption, this whale (or entity) stacked blocks at size to nuke the bid wall, three times in a row. That’s not dumb money - that’s deliberate.
•Why? Because taking out the bid stack triggers cascading liquidations (perps, leverage longs, weak hands). That lets the same entity reload lower while ETFs, sovereigns, and corporates keep buying the net supply.
•Context: they still hold 152,874 BTC (~$17B). They’re not exiting Bitcoin - they’re playing a reflexive reset to shake out leverage and reposition.
This whale is showing us something bigger; they know the ETF/sovereign bid is infinite. So the only way to win is to force weak hands to puke and then accumulate back into the structural wall.
Deeper Truth: This isn’t bearish. It’s proof. We’re watching the old guard play their last weapon, forced volatility, against an orderbook now backed by ETFs and sovereign flows."
Even after reading all the above, ask yourself, which asset in the world can go liquid USD on a Sunday in one ≈$2.7B transaction? Bitcoin!
On the 25th of August:
➡️Strategy acquires 3,081 BTC for $356.9 million at $115,829 per Bitcoin. They now hodl 632,457 BTC acquired for $46.50 billion at $73,527 per Bitcoin.
➡️Yesterday’s Bitcoin flash crash was a bigger long-deleveraging event than the tariff-driven crash we saw back in April. The clearing of leverage should allow for a healthy bounce.
https://cdn.azzamo.net/b79244548d7b5bf7ba997f13fec8cef0d1e5feaebfd3503e41d34cefdc66cf3a.webp
➡️$37,234,066,149,278.96 (+) US National Debt.
Alex Gladstein: 'There are at least 37 trillion reasons why Bitcoin will continue to increase in value.'
➡️US banks are lobbying to block stablecoin interest, warning it could trigger trillions in deposit outflows - Financial Times. Wall Street is realizing that Bitcoin and crypto are beating them at their own game.
➡️'Bitcoin has spent less than ~3 days at this price level. It's healthy to revisit and spend some time here. We're entering the weakest month for BTC seasonally, which is followed by its (historically) two best months. Go outside, touch grass, breathe, enjoy life.' - Joe Consorti
https://cdn.azzamo.net/95ea5e2fea3ed4f6aa4fc02e861eedf5a7f47467456b7462f6d448098ce450af.webp
➡️Financial Times: Opinion: Bitcoin is either a brilliant innovation to move the world away from corruptible fiat currencies or a vast confidence trick.
Source: https://archive.ph/zWwWG Poor journalism.
"If you still think that digital scarcity, absolute fixed supply, incorruptible, censorship-resistant, Internet native, unhackable, stateless, trustless, Peer to Peer payment system/money isn't a brilliant innovation, there's no hope for the future of your publication."
➡️In its inaugural “Bitcoin Long-Term Capital Market Assumptions,” Bitwise lays out its bull case: Bitcoin hitting $2.9 million by 2035.
https://cdn.azzamo.net/5ddc6e5dfa34fd69a114c0efb3c586f70e49960638e23a66d0ee160b43a0fd76.webp
🎁If you have made it this far, I would like to give you a little gift:
Lyn Alden's August newsletter is out. It analyzes the impacts of slightly tighter fiscal and slightly looser monetary policy going forward.
https://www.lynalden.com/august-2025-newsletter/
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
The Latest Bitcoin & Macro news: Weekly Recap 18.08.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/cc2dcec361355d89c2a97e9b1f20957447063920d68f3009007b267ead96af50.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 18.08.2025
🧠Quote(s) of the week:
"So let me get this straight… All currencies are pegged to the US dollar… but the US dollar is backed by nothing but debt… and that debt is running out of control at an unsustainable rate. So the entire global financial system is basically bullshit? Got it… buy Bitcoin." - Mark Wlosinksi
“Governments make life more expensive with more and more regulations,” writes @PeterDeKeyzer. “Then they ease the pain with subsidies.” And: “Regulations kill growth, innovation, competition, and prosperity.”
Divide et impera. Politicians (still) love it.
🧡Bitcoin news🧡
Last weekend we, Noderunners, had a great bbq. Great conversations about Bitcoin, love, politics, but above all about life. Man, woman, Black, white… from Fryslan or from Limburg. None of it matters at all… because:https://cdn.azzamo.net/14cdfd46b6e5d9174718224be5cac40c218a287be8c4c2be4ccd5111bdf8bd0e.webp
Tiny reminder:
Noderunners conference, November 1st.
This is your chance to join the most hardcore Bitcoin maximalists in Europe. No shitcoin talk. No VCs, Bitcoin ETF/stonks/treasury crowd. No compromise. Just pure Bitcoin signal from the brightest minds in the space.
Network with Lightning developers, node runners, miners, and the orange-pilled elite who are actually building the Bitcoin future.
So does your heartbeat orange?
Fixing the world on your mind?
Join us! Plebs, talks, workshops, beer & more!
Tickets: https://noderunners.network/en/
https://cdn.azzamo.net/38f5c4bda36f85de2c67131dd5b718e9a50a1d0dec32912a01b6ff5075ced312.webp
On the 12th of August:
➡️World's largest pension fund increases its Bitcoin exposure by 192% in Q2.
On the 13th of August:
➡️Charles Edwards: "Shut the front door. Yesterday, institutional Bitcoin buying represented 75% of Coinbase's volume. All readings above 75% have seen higher prices one week later."
"80% of the time in the last decade, when Bitcoin long-term holders' share of supply pulls back from a peak (like today), the price skyrocketed. When price was already rallying (like today), it was a 100%" https://t.co/dKkyMoJ6gF
➡️Pierre Rochard: 'ETH supply is 120 million, far above 100 million. There is no ceiling, you will get diluted.'
https://cdn.azzamo.net/96e6a328df489c9bd8269db33e31cf0270d787f57d591104cd55f36833105ef9.webp
➡️Kazakhstan approves Central Asia’s first spot Bitcoin ETF. Trading begins tomorrow.
➡️Stocks are near record highs, up 90% in dollars over 5 years but down 81% priced in bitcoin. - Priced in Bitcoin
On the 13th of August:
➡️Google bans unlicensed Bitcoin wallets in the U.S. and EU. The war on self-custody has begun. Google Play’s new policy could remove non-regulated wallets in the U.S. and EU starting December 2025 — hitting millions of users.
https://cdn.azzamo.net/e8929bd4974a1d9498e7263003dc44cb574ae43f77716d8e4a454fdeef376d1b.webp
Google Play will ban non-custodial wallets unless developers hold a FinCEN, state banking, or MiCA license. In the EU, MiCA rules effectively block such wallets entirely from the store.
On a funny note...the reason why Google just attacked Bitcoin...
https://cdn.azzamo.net/563993eda401e667718265ad5c41a72a0119798edff484b2ed89641002081f3b.webp
On the 14th of August:
➡️Pledditor: "Bitcoin just made a fresh new all-time high. Let's check in on how those treasury stocks that pitched 'bitcoin as the hurdle rate' are doing: $MSTR -29% $CEPO -35% $H100 -36% $CEP -51% $MTPLF -59% $NAKA -62% $SWC -66% $MATA -69% $LQWD -79% $SQNS -79%.
Whoops."
➡️"Ethereum inflated by nearly 1,000,000 ETH in just ~1 year. It's worse than I thought, and there are no signs of stopping.
Vitalik sold you Proof-of-Stake, saying ETH will become "ultra sound money". Instead, you get an unexpected 1 MILLION new ETH printed out of thin air in just 1 single year. It's no different than holding fiat currency." -Grubles.
https://cdn.azzamo.net/1891567a22b3ce873ce954bfd610d3080a1753641adeb81878abb9d55ae5f005.webp
Oh, and by the way, about $3.31B in ETH (718,351 ETH) is currently stuck in Ethereum’s exit queue, with withdrawals estimated to take over 12 days. If some of you are still doing shitcoins, well, oh well, don't do shitcoins.
➡️US Treasury Secretary Scott Bessent says “we are not going to be buying”. Great! Would rather have Bitcoin in the hands of individuals.
➡️Jack Dorsey’s Block has released the first-ever American-made Bitcoin mining ASIC!
On the 15th of August:
➡️BowTiedMara: "The Bank of International Settlements (BIS) wants to start marking bitcoins. The central bank of central banks is essentially proposing to create a grading system from 0 to 100 for each satoshi, based on transaction history. If the score is low, companies and even users could refuse to accept that bitcoin, claiming it would be "tainted" by links to illicit activities. If this were implemented globally, it could create a parallel market where "clean" bitcoins would have different values than "marked" bitcoins. How about you grade deez nuts?"
https://cdn.azzamo.net/157fe0edfaadcac1e8efafd61120205edde19ad6d6b2507a44aacf9700e3862b.webp
Source: https://www.ledgerinsights.com/bis-proposes-grading-wallets-for-permissionless-blockchain-aml/
➡️Wells Fargo increases Bitcoin exposure from $26M to $160M in Q2. The banks are quietly buying.
➡️ Bitcoin accumulation demand reaches its highest level ever.
https://cdn.azzamo.net/84c144523b47aa8650900faa9ab0ca7b5443a98a73a3b7996168f84faa5dca1a.webp
➡️Hedge fund Brevan Howard just disclosed ownership of $2.3 BILLION worth of Bitcoin ETFs. Brevan is now the largest institutional holder of BlackRock's Bitcoin ETF.
➡️ Federal Reserve to scrap program devoted to policing banks on Bitcoin, crypto, and fintech activities.
Joe Consorti: "The Fed just killed all unlawful supervision of banks engaging in Bitcoin activities. Bitcoin as collateral, the biggest 21st-century unlock for financial institutions, is now on the table."
On the 16th of August:
➡️'Norges Bank, Norway’s central bank, increases its Bitcoin equivalent exposure from 6,200 to 11,400 BTC in Q2, an 83% jump. The position is almost entirely in Strategy (formerly MicroStrategy), with a small addition in Metaplanet.' - Bitcoin News
➡️New Record Global Bitcoin Mining Hashrate 940,000,000,000,000,000,000x per second.
https://cdn.azzamo.net/ff26b402c6880f721b30c9cfb136d894dc30ec5f2c246dac9020fce9d6b08ed7.webp
➡️BlackRock’s Larry Fink is now interim co-chair of the WEF. He controls Wall Street. Now he controls Davos. Fink’s BlackRock currently holds nearly 750,000 BTC in its IBIT ETF. Kinda crazy and dangerous if you would ask me.
➡️Bitcoin 200-day moving average breaks above $100k for the first time EVER!
On the 17th of August:
➡️Bitcoin is becoming a corporate treasury standard. 35 public companies now hold 1,000+ BTC.
https://cdn.azzamo.net/d0f98994b8f94d74fb6f64fe5e2b759ff6b517fe69ea7a6e74b1764083d66411.webp
➡️'Calling a Bitcoin top here is fighting history and probability. Every prior Bitcoin bull cycle topped at the overextended MVRV +2SD line. This cycle hasn’t even reached the 1.5 SD level. The bull market continues.' -On Chain College
https://cdn.azzamo.net/ae939b7b1d64b1ae9801ebce22807e91188c1dd63832ee49d756242a9e2b71db.webp
➡️Thailand launches a program to allow foreign visitors to convert Bitcoin and crypto into local currency.
➡️Strategy has acquired 430 BTC for ~$51.4 million at ~$119,666 per bitcoin and has achieved BTC Yield of 25.1% YTD 2025. As of 8/17/2025, we hodl 629,376 Bitcoin acquired for ~$46.15 billion at ~$73,320 per Bitcoin.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: The Bitcoin Treasury Playbook | Preston Pysh
Preston Pysh gives us a masterclass on Bitcoin treasury companies, unpacking the mechanics behind Michael Saylor’s strategy and why it has outperformed Bitcoin since 2020. He explains how preferred stock and convertible debt are being engineered to funnel Bitcoin onto balance sheets, why the unraveling of the fixed-income market is the hidden fuel behind this model, and the risks investors face in treating treasury companies as a proxy for holding Bitcoin. Preston gets into the accounting controversies around MicroStrategy, the looming threat of government nationalisation, and why self-custody Bitcoin is the ultimate safeguard.
In this episode:
Why self-custody Bitcoin is important
How preferred stock and convertible debt power treasury growth
The collapse of the 40-year fixed-income bull market
Understanding premiums to NAV and dilution risks
“Ponzi-adjacent” Bitcoin treasuries
Nationalisation and centralisation risks for Bitcoin
Why the STRC issuance may be one of the most brilliant financial products ever designed
Watch here: https://youtu.be/dfHkgYOsiFI
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
The Latest Bitcoin & Macro news: Weekly Recap 11.08.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/ff3ce31f760d62dfaf39f566856808edca658edeb84b4b3baae9a1d1e8653302.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 11.08.2025
🧠Quote(s) of the week:
Ray Dalio: The U.S. dollar used to be backed by gold — and it’s not far-fetched to think we may be headed there again in the future. History shows us that the same cycles repeat time and time again. One such cycle is related to currency devaluation. Once people start to lose trust in the fiat system, we see a specific cause-and-effect reaction occur.
Governments print a lot of money
They pay off the debt with the cheap money
Nobody wants to hold the devalued currency
Governments go back and link money to gold
Will this same pattern happen again? It’s hard to say, and it wouldn’t happen anytime soon. But it is conceivable.
ERGO: 'JUST BUY BITCOIN AND HOLD IT FOR TEN YEARS YOU DUMB FUCK.' - HodlMagoo
🧡Bitcoin news🧡
The 10 BTC Commandments.
https://cdn.azzamo.net/28c989836d21f8a345b0e7057c4a7f5049728cdf903436490e9e40a469534d1b.webp
On the 5th of August:
➡️’Indonesia's vice president's office considers adopting Bitcoin as a national reserve asset. Bitcoin game theory is playing out.’ - Bitcoin Archive
➡️Warren Buffett's BERKSHIRE now underperforms the S&P500 by 26% percentage points.
With a 5% Bitcoin allocation, he would outperform all Indices and ETFs. Everyone needs Rat Poison Squared.
➡️Daniel Batten: "Do we need a better example of why we should separate money from the State? The UK Government is thinking of trading its Bitcoin for Pound sterling. Like living in Venezuela and trading USD for the Bolívar. Imagine rushing to get in on an asset that had lost 99.15% of its value since 2017."
https://cdn.azzamo.net/a18db4d8984e7e128febe8ffa59154eb67c1123e30381ad70fb79d774a56c901.webp
➡️Data shows Bitcoiners are built differently.
INTJ: 2% of the population, 29% of Bitcoiners
INTP: 3% of the population, 22% of Bitcoiners
The rarest types dominate the Bitcoin world.
https://cdn.azzamo.net/d896c7e1221682775aececfa709633e1b9eaa42fc2aeefbaafaa49c54366d064.webp
Fascinating study, although I am an ENTJ.
My Myers-Briggs personality type is INTJ, which is the most common one for Bitcoiners (29%), but only 2.1% of the general population has it. I guess that explains why most people never bought Bitcoin.
➡️Coinbase plans to raise $2 billion through a convertible notes offering.
➡️River: The US is the biggest Bitcoin country in the world. But Bitcoin search volume has been rising globally.
https://cdn.azzamo.net/4839384723f932cbcf06ddb04f7a1712e42cb1fcb32f9ab9f565da95a74ff47a.webp
➡️New Record Global Bitcoin Network Hashrate 930,000,000,000,000,000,000x per second.
➡️'Brazil to hold first Bitcoin strategic reserve hearing on August 20th. Nation-states are starting to FOMO into Bitcoin.' - Bitcoin Archive
➡️The State of Michigan Retirement System tripled its holdings of the ARK Bitcoin ETF from 100K to 300K shares between Q1 and Q2.
➡️$18,000,000,000 worth of Bitcoin shorts to be liquidated at $125,000 NEVER SHORT BITCOIN
➡️Bitcoin's total unrealized profit reaches a new high of $1.4 trillion.
➡️Pierre Rochard: Bitcoin growth could only be slowed by 20% interest rates. Jerome Powell is not Paul Volcker. Rates are going lower, not higher. Position accordingly.https://cdn.azzamo.net/008bd95bf05cb973ae174a7087acc4a63c165f1af2a23324f5dcfece837fd794.webp
➡️Goldman Sachs expects three consecutive 25bps rate cuts starting in September. More liquidity is coming. Good for 'risk' assets like Bitcoin.
➡️'DOMINATES in risk-adjusted returns, and it’s a blowout. There. Is. No. Second. Best.' - CarlBMengerhttps://cdn.azzamo.net/1bc96fbf674f4c88ac674365328d4f7ddbb0f6e154ab439667f8243af03bc0fa.webp
➡️Italian MP says it's inevitable that they will have to discuss establishing a Strategic Bitcoin Reserve.
➡️'Despite increased regulatory clarity in Europe, interest in Bitcoin among the next generation of bankers is fading fast. Only 12% of Morgan Stanley EU interns this summer own Bitcoin, a sharp drop from 63% in 2022.' - Bitcoin News
➡️US Treasury's FinCEN issues an urgent alert on fraud schemes exploiting Bitcoin kiosks, with victim losses rising 31% to nearly $247M in 2024. Bitcoin ATMs surged 99% last year, with over 10,956 incidents reported to the FBI's Internet Crime Complaint Center
➡️Capital B confirms the acquisition of 62 BTC for ~€6.2 million, the holding of a total of 2,075 BTC, and a BTC Yield of 1,446.3% YTD
➡️'The Bitcoin circulating supply has just passed 19.9 million BTC. With 95% of the supply already mined, there will only ever be 1.1 million more BTC issued. Simple sentences, but few understand the importance behind the words.' - On-Chain College
➡️Daniel Batten:
8th independent report finds significant environmental benefits in Bitcoin mining details in linked tweet "Bitcoin mining can be a practical way of cutting carbon and costs while keeping communities warm.
Key finding: "Electrifying heat in regions with low-carbon electricity... reduces [s] emissions from district heating. The heat from bitcoin mining could significantly advance this electrification, transforming digital energy into a source of high-temperature, low-carbon heat."
The report highlights MARA, who use Bitcoin mining to supply heat to 80,000 residents in Finland (1.6% of the population). Each MW of bitcoin mining means 455 fewer metric tons of CO2 emissions/year than the average district heating facility in Finland."
The report comes three months after Cambridge also released a study showing similar decarbonizing potential through Bitcoin mining recycled heat https://jbs.cam.ac.uk/2025/cambridge-study-sustainable-energy-rising-in-bitcoin-mining/ Source: District Energy, Q3 Report 2025
This is just one of the ways that Bitcoin mining has been found to reduce emissions and promote climate action. Other uses include methane mitigation, obviating gas peaker plants, accelerating the clean energy transition, and stabilizing grids. https://batcoinz.com/why-climate-action-doesnt-just-benefit-from-bitcoin-mining-it-requires-it/
➡️Cyprus-based shipping company Robin Energy has completed a $3M Bitcoin allocation, with Anchorage Digital Bank as its custodian.
➡️Michigan's state pension buys another 200,000 shares of ARK’s Bitcoin ETF. $10m total holding.
On the 6th of August:
➡️I truly believe Bitcoin is, and will be, the base layer of the next generation monetary/finance system.
If you don't believe in Bitcoin yet, I recommend learning some computer and technology history.
https://cdn.azzamo.net/fefdf057305c4a72cc3d57fb7e9f0f80c540209c497b716bd32ceec8fe12b0ae.webp
Written in 1991
Just like Linux, Bitcoin is freedom tech! Grubles: "If you're skeptical about Bitcoin being the foundation of the world's new monetary and financial system, remember Linux was once a mere hobby project and is now the foundation of the Internet and modern computing as we know it."
➡️An SEC commissioner quoting A Cypherpunk’s Manifesto. Written in 1993 https://cdn.nakamotoinstitute.org/docs/cypherpunk-manifesto.txt
➡️On X, Pareto Optimist wrote a must-read essay on stablecoins.
"A simple guide to stablecoins The GENIUS Act and what it means for the future of the dollar."
Inside this issue:
An extremely stable GENIUS bill
There is no such thing as a dollar
If it quacks like a bank account …
America is a club promoter
Winners love it when a winner-takes-all
The stable future and what to do about it
➡️$3 Billion YouTube competitor Rumble announces it will integrate the Bitcoin Lightning Network for tips.
On the 7th of August:
➡️Institutions have bought 545,579 Bitcoin while miners have only mined 97,082 new Bitcoin in 2025. Demand is far exceeding supply.https://cdn.azzamo.net/f55e3748dbed60b51ca65d280593a58eac6dc3b11ee5de54bd919e1b713852c1.webp
➡️U.S President Trump signs an executive order allowing 401(k) retirement accounts to invest in Bitcoin.
➡️'Sheetz, the popular convenience store chain with 750+ locations, is now offering 50% off purchases paid with Bitcoin and crypto daily from 3 PM to 7 PM.' -Bitcoin News
On the 8th of August:
➡️New Record Global Bitcoin Mining Hashrate 935,000,000,000,000,000,000x per second
➡️Daniel Batten: EEP (Ethiopia Electric Power) revenue from Bitcoin mining for the last year is estimated to be $220 million.
The revenue allowed EEP to progress with building the Transmission network, with 28,571 km of new power lines constructed and over 8,700 substation bays installed. The new infrastructure delivers energy to parts of rural Ethiopia that previously had no electricity access. Along with @gridless micro-hydro/Bitcoin mining projects in Kenya, Malawi, and Zambia, this provides another tangible example of where Bitcoin mining is reducing energy poverty in Africa at scale. This is something much talked about, but which no other technology has managed to do at scale until now.'
Sources for renewable Bitcoin mining in Ethiopia: https://addisinsight.net/2025/08/07/ethiopian-electric-power-reports-record-75-4-billion-birr-revenue-as-gerd-powers-energy-boom/
Sources for renewable Bitcoin mining in Kenya, Malawi, Zambia: https://cnbc.com/2024/04/20/bitcoin-miner-gridless-backed-by-block-builds-site-at-kenya-volcano.html
https://unherd.com/2024/01/the-african-village-mining-bitcoin/
On the 10th of August:
➡️Harvard owns more Bitcoin than Google shares.
https://cdn.azzamo.net/b22d3d38b8e37500444caf5a6b57e683a0d656b9352af72a456bad60b26f9e73.webp
Remember: 2018: Harvard says Bitcoin is more likely to hit $100 than $100K. 2025: Harvard buys $116M Bitcoin at $116K. Everyone gets Bitcoin at the price they deserve.
➡️They want you to buy XRP while they sell it. Don't do shitcoins, ladies & gents.https://cdn.azzamo.net/691273842b39cc46cd85ebd3a9e69b3c1e0b69e1107bbc3f18a0627c3c5d17c6.webp
➡️Bitcoin treasury companies now hold 1.85 MILLION Bitcoin worth $219 BILLION.
On the 11th of August:
➡️Bitcoin MVRV-Z Topping Cloud - Next stop at $124k. The market is still a long, long way from being overheated.
➡️$30,000,000 worth of Bitcoin shorts liquidated in the past 60 minutes. Nice! Liquidate them all!
➡️Strategy has acquired 155 BTC for ~$18.0 million at ~$116,401 per bitcoin and has achieved BTC Yield of 25.0% YTD 2025. As of 8/10/2025, we hodl 628,946 Bitcoin acquired for ~$46.09 billion at ~$73,288 per Bitcoin.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: Is MSTR a Ponzi? | Lyn Alden & Andy Constan
Lyn Alden and Andy Constan go deep on Bitcoin treasury companies like Strategy, debating whether they’re outright Ponzi schemes or legitimate vehicles for leveraged Bitcoin exposure.
They dig into how these companies actually generate returns, why premiums to NAV exist, and the conditions that could cause the model to unravel. Lyn lays out her cautiously bullish case for well-run treasuries, while Andy argues the structure depends on new capital in ways that can’t last forever.
In this episode:
What makes a Bitcoin treasury company different from an ETF
Why premiums to NAV exist
How Strategy’s capital structure works
Whether treasury companies can generate income without selling Bitcoin
The Ponzi-adjacent” problem
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
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The Latest Bitcoin & Macro news: Weekly Recap 28.07.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
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⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
https://blossom.primal.net/31e0403b4420a33090b93fb8b6f0f1132a7e61fe41a7321f422e946b0dd0f577.webp
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 04.08.2025
🧠Quote(s) of the week:
Jeroen Blokland:https://cdn.azzamo.net/afcda711141e336158c0644ae4dc12c352d025d7c9644468cb242ceaa741aa18.webp
"Although I appreciate De Telegraaf’s headline, 'Dutch inflation continues to fall', I see inflation a little differently. Here are the facts: At 2.9%, inflation was still too high in July. In the last four years (48 months), Dutch inflation has been above 2% a total of 44 times (!). The average inflation rate over the past four years—brace yourself—was 5.2%. Every €100,000 in savings (we have a total of €600 billion in savings) has lost €18,000 in purchasing power since 2020 at a ‘normal’ interest rate. With that money, and the (low) interest you’ve received, you can now buy 18% fewer groceries and other goods. Current savings rates at the major banks range roughly from 1.0% to 1.5%. Every single day that prices rise faster than your interest rate, the purchasing power of your savings decreases. These are facts, hard numbers, reality. Of course, you can argue whether the reported inflation figures are accurate (chances are they’re not) or point out that you can get an extra percent of interest at underperforming Klarna (the chart shows you’d still lose 14% of your purchasing power), but I think this post speaks for itself. In a world full of debt, artificially low interest rates, high inflation, and infinite money creation, look for investments that do yield returns in today’s financial system. Have a great day!"
Got Bitcoin?
🧡Bitcoin news🧡
Study Bitcoin:https://cdn.azzamo.net/5268cf8a8248d34b57fd79a51c3aafb432a9c4c02b0daefabdea968bce53968f.webp
On the 28th of July:
➡️80,000 BTC is roughly the number of BTC dumped by the LFG during the $LUNA ponzi collapse in 2022 that sent us plunging into a bear market. Now it gets absorbed like (Snyder/Cavill) Superman taking a bullet. It should tell you where we are now vs where we were then.
➡️Grok 4 Heavy, the most advanced AI model in the world, predicts Bitcoin to hit $400,000 in 97 days.
➡️Vijah Boyapati: "We went from the entire state apparatus being adversarial to Bitcoin to the 6th largest Treasury company being owned by the President's family. Not priced in."
https://cdn.azzamo.net/a90ce41be575194ad6466c30e706b5eafcebb63c5d499803729f70cfbf72722c.webp
➡️Cathie Wood's Ark Invest predicts $1.5 million Bitcoin by 2030.https://cdn.azzamo.net/cafcaef0b95957d72ebe74d1d28c5586b49a90c94bfbd03bfbe7ec09fbed8cfb.webp
➡️Documenting Bitcoin: "Fifteen years ago today, the mysterious creator of Bitcoin, Satoshi Nakamoto, posted their most famous quote: ‘If you don't believe me or don't get it, I don't have time to try to convince you, sorry.’ At the time, you could buy a bitcoin for 6 cents."https://cdn.azzamo.net/171950346e27f58ec4fc3b4e0ded767a436b562ebf5b4b5be201873c42f15f7e.webp
On the 29th of July:
➡️Strategy has acquired 21,021 BTC for ~$2.46 billion at ~$117,256 per bitcoin and has achieved BTC Yield of 25.0% YTD 2025. As of 7/29/2025, we hold 628,791 Bitcoin acquired for ~$46.08 billion at ~$73,277 per Bitcoin.
On the 30th of July:
➡️America’s largest public bitcoin mining company, MARA, reports record-breaking quarter with revenue increasing 64% year-over-year to $238 million.
➡️In 2023, JPMorgan Chase CEO Jamie Dimon said he's "deeply opposed" to Bitcoin and it's for criminals. Today, JPMorgan partnered with Coinbase "to accelerate crypto adoption."
On the 31st of July:
➡️Trump’s Digital Asset Director says, "We understand the importance of this Strategic Bitcoin Reserve." "We do believe in accumulation."
➡️Here we go again, the IMF Bitcoin fud: Bitcoin consumes as much electricity as Argentina, but isn't counted in GDP because it doesn't create traditional goods or services. The updated System of National Accounts classifies crypto assets as national wealth for better economic measurement. Source: https://t.co/aEn9t98Snu
Let's break that statement down, shall we?
'That's 0.07% of global energy use (comparable to many other random industries, and often using otherwise wasted/stranded energy). Its service is that it gives people an alternative for when the IMF comes and makes a deal with your country's government to devalue your currency.' - Lyn Alden
Great reply by Daniel Batten with sources + context:
"Misleading statistic because much of Bitcoin's energy usage is often from stranded, wasted sources that others cannot utilize. It has also been shown in 20 peer reviewed papers and 7 independent studies to stabilize and decarbonize grids, mitigate methane and lower electricity prices and is 52.4% sustainably powered (unlike the much lower sustainable power mix of the banking industry, and gold mining - which Bitcoin provides viable and technologically superior alternatives to) source: https://x.com/DSBatten/status/1923014527651615182
Contrary to the implications of this tweet, Bitcoin has 19 well documented usecases that create value to society.
Source: https://x.com/DSBatten/status/1833875802326175939 Important context: Bitcoin threatens the IMF with disintermediation in 5 ways, which I have categorized previously here --> https://x.com/DSBatten/status/1873558000230978046
and the IMF has a reputation for openly opposing Bitcoin, repeatedly citing "concerns" that have consistently failed to materialize. (source: https://bitcoinmagazine.com/featured/how-the-imf-prevents-global-bitcoin-adoption-and-why-they-do-it) Its perspective on Bitcoin is neither neutral nor objective."
Bitcoin is a highly circular economy asset since it can be used over and over again indefinitely, with very low friction of order 1% in transaction fees. It's a superior monetary technology and asset, superior to SDRs since it is not losing, but gaining in purchasing power, is available to all, and has a highly decentralized triple-entry ledger fully replicated to tens of thousands of nodes. And it is the most efficient tool available in turning energy into a lifeline for those suffering under policies imposed by the IMF. Nothing beats Bitcoin's energy-to-lifeboat ratio.
Anyway, got Bitcoin?
➡️Congress green-lit a $3.4 trillion spending package through the Big Beautiful Bill. What does that mean for Americans? Your dollars are on the path to devaluation. Excellent post (https://x.com/River/status/1950961213833134278) , and article on where the US dollar is going and why BTC is the most secure long play we have.
https://river.com/learn/how-does-money-printing-work/
➡️El Salvador and Bolivia sign a deal to integrate Bitcoin and crypto into Bolivia’s financial system. Crypto activity in Bolivia surged 6x after lifting its 2024 ban. Now the nation is working with Bukele’s team to build an economy.' - Bitcoin Archive
➡️Bitcoin-based Bitcoin’s Acceleration Phase continues with five new ATH closes in July. Momentum from Q2—where 54 of 91 days saw high profit and high volatility—appears intact. We’ll continue to watch closely for signs of a potential blow-off top.'- Fidelity
➡️Algeria bans all Bitcoin and cryptocurrency activities, including trading, ownership, and mining. Violations face 2-12 months in prison and/or fines of 200,000-1,000,000 dinars ($1,500-$7,700).' -Bitcoin News
➡️ BlackRock's Bitcoin ETF is the fastest-growing ETF ever. 80B AUM in just over a year. Unheard of. Meanwhile, Vanguard refuses to offer a Bitcoin ETF to its clients. Are they even a real business?https://cdn.azzamo.net/23c6691549e604f1224ab73e31b43d55d0255f5d8303c6de10ae9b35e80bd773.webp
One disclaimer, though. One of the biggest MSTR shareholders -> Vanguard.
➡️Charles Edwards: 'Institutional net buying just breached 97% of all transactions. The last time net buying by the pros was this high was August 2020. Those who know, know.'
Unique alpha indicators are only available at http://Capriole.com/Charts.
➡️The United States SEC Chairman Paul Atkins today says, “The right to have self-custody of one's private property is a core American value. I believe deeply in the right to use a self-custodial digital wallet to maintain personal crypto assets.”
➡️Bitcoin whales bought 1% of the total supply in the last 4 months. Big money is stacking.
➡️Balaji: By 2035, you will have the Democrats side with the Chinese Communists, and Republicans will become Bitcoin Maximalists after MAGA maximalism. After Orange Man, Orange Coin. Statement is from a great podcast:
➡️The White House Releases New Report Comparing Bitcoin and Crypto to the Railroads and the Internet.
➡️Clean energy provider PowerBank to establish a Bitcoin treasury, partnering with Intellistake for security, custody, and Bitcoin operations.
➡️Priced in Bitcoin:
"How many Bitcoins for an acre of Texas land?
2015 → 8.3 BTC ($2,400)
2020 → 0.26 BTC ($2,900)
2025 → 0.04 BTC ($4,800)
Land in fiat: +100%
Land in BTC: –99%
At this rate, by 2030, you’ll get a ranch for a fraction of a coin."
https://cdn.azzamo.net/bfb6f09b3d7afd297adf680945093732c568aa9869719e334d69b19e5fbfc182.webp
➡️Crypto bank Anchorage Digital just bought $1.2 BILLION Bitcoin.
➡️Michael Saylor's STRATEGY files $4.2B STRC offering, plans to buy more Bitcoin with proceeds.
Proposed IPO of $500 million Upsized to $2.52 billion due to demand Largest perpetual preferred IPO since 2009 Files to sell another $4.2 billion All of this in 11 days, by the way. $30T in short-duration credit has been starving for yield. Bitcoin is fixing it.
On the 1st of August:
➡️Sminston With: How long will it take you to stack 0.1 BTC if you start with $100/ week now? 2 years.
If you start on July 31, 2030, it will be 11 years.
If you start in 2033, when Bitcoin is $1M, even stacking $1000/ week will take 2 years to stack 0.1.https://cdn.azzamo.net/5fb8d2c5cf2bb1607473935a36b72fdfa8543bc2baae3b4861bfca45909e74ae.webp
Something to ponder on. There is no timing the market with ₿, it’s all about time in the market. Buy what you can, when you can, and save in Bitcoin. Simple. Not always easy. Start today, when time is on your side.
➡️Wicked: The largest Bitcoin UTXO holds over 13 trillion sats (130k+ BTC) and is locked in a P2WSH 3-of-5 multisig with all 5 of its public keys exposed. If you had a quantum computer and wanted to cause the most chaos, this would likely be one of your primary targets.https://cdn.azzamo.net/a34e172dce6ff2a66c95531369813be36636857a017fa1e191f8d2fb45f40bcc.webp
➡️Charles Edwards: Bitcoin Energy Value just hit a new record of $135K. Never before has price moved so gradually along the undervalued bound as the fair value of Bitcoin grows consistently with time. Two key findings:
The market is growing conservatively (no hype)
Bitcoin is unbelievably still undervalued today
➡️Bitcoin achieves its highest monthly close ever at $115K.
➡️'BlackRock Bitcoin ETF hits 1 million investors 75% are new clients. IBIT holds $87B 70% of all spot Bitcoin ETF trading. It seems like Bitcoin is taking over TradFi.' - Bitcoin Archivehttps://cdn.azzamo.net/a6aaf1ddf319043031155e1791f661bbbebe6b1d92d5672592a66649a24f215e.webp
➡️Garrit Goggin: 'The last time the Buffett Indicator was this far above trend, the HUI rose 222%, Gold 24%, and the Nasdaq 100 fell 64% over the following 3 years.'
When valuations get this stretched, history doesn’t whisper, it yells. Oh, and this time we have Bitcoin.
➡️OnChainCollege: 'From a cycle timing standpoint, Bitcoin is at a similar point to the 34% correction in 2017 that was just 84 days before the cycle top. From there, the price did a 6x. Short-term noise ≠ long-term trend.'https://cdn.azzamo.net/8c42aa6daae9c98a56e7a10948ed833a78aa0a5706b45d4fe8cb7977ab7332eb.webp
On the 3rd of August:
➡️China has officially banned cryptocurrency trading, mining, and related services. Again! haha
➡️Bitcoin hard drive worth $950M lost forever. James Howells ends 10-year search. After 12 years, James Howells, the man who accidentally threw away a hard drive with 8000 Bitcoin in 2013 (now worth $950M), has finally ended his search. The hard drive will be worth ~$8B by 2030, mark my words! I know, kinda a bold claim. But why not?https://cdn.azzamo.net/021b8c46e1ff2c62e9a402581d73ed816ddaef876d1d5610b7c227e1431898d6.webp
On the 4th of August:
➡️Although this is more something for the segment Macro/Geopolitics, I wanted to share the following tweet by Jeroen Blokand:
"Print this chart and hang it on your wall! Since the collapse of the Bretton Woods gold standard, NO country has managed to keep inflation at 2%. ZERO, NONE! Not Japan, not Switzerland, just nobody. Use this chart to update your knowledge and understanding of central banks and the 'value' of your currency. Enjoy your day!"
https://cdn.azzamo.net/30dfb70e2e996e8241d914d690017fb98d1d760fd78d7889173b7325bcf7d7ef.webp
But by all means, entrust your savings and pension to (central) bankers. They never lie about inflation or Keynesian sectarian pseudo-scientific topics. Oh well, spend fiat, save Bitcoin. Whilst doing that, study Bitcoin.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoind Did: The State of Bitcoin Adoption | Troy Cross & Ella Hough
Troy Cross and Ella Hough break down the state of Bitcoin adoption across the U.S. and the globe, revealing what the data really says about Bitcoin’s political alignment, institutional shift, and cultural future.
We get into the surprising statistics around self-custody, what Gen Z actually thinks about Bitcoin, and whether American bitcoiners can become a meaningful political force.
In this episode:
Who owns Bitcoin
What Gen-Z think of Bitcoin
The myth of political consensus around Bitcoin
Bitcoin as a language of truth across culture, time, and power
Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
The Latest Bitcoin & Macro news: Weekly Recap 28.07.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
The Latest Bitcoin & Macro news: Weekly Recap 21.07.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
Do you think this post is helpful? If so, please share it with your friends, family co-workers, and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐️ Many thanks⭐️
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
🧠Quote(s) of the week:
"The real Bitcoin Strategic Reserve is the Bitcoin held in the wallets of individual citizens. A strong nation of citizens who have strong Bitcoin reserves is going to be okay." - Marty Bent
🧡Bitcoin news🧡
"The premise required for the universe to function is the conservation of energy. A person without energy is a ghost. An object without energy is an image. Money without energy is credit." —Michael Saylor
On the 26th of May:
➡️'Bitcoin capital flows could exceed $120B by the end of 2025 and reach $300B in 2026, per Bitwise. U.S. spot Bitcoin ETFs attracted over $36.2B in net inflows during 2024, outperforming expectations and exceeding early SPDR Gold Shares (GLD) performance by 20x.' -Bitcoin News
➡️Michael Saylor's STRATEGY becomes the first company to hold over 500,000 Bitcoin on its balance sheet. Over the last 64 days, Saylor has purchased approximately 80,000 Bitcoin.
➡️River: '2-3% inflation per year sounds harmless... until you zoom out. Every line on this chart is a reason Bitcoin exists.'
➡️State Street Corporation has bought 1.13 million Strategy₿ $MSTR stocks for 344.78 million dollars at an average price of $304.41 per share in Q1 2025. Their total holdings are 4.98 million shares worth over 1.84 billion dollars.
On the 27th of May:
➡️Cantor Fitzgerald officially launches $2 BILLION Bitcoin-backed lending with first loans, partnering with Anchorage Digital and Copper. - Bloomberg
➡️Trump Media Announces Approximately $2.5 Billion Bitcoin Treasury Deal. Trump Media is following the MSTR playbook. With that amount, you can now buy over 22,500 BTC. TMTG would then enter the list of largest corporate Bitcoin holders in fourth place.
Pledditor: "Trump just sabotaged Cynthia Lummis's BITCOIN ACT by doing this I see no future where Trump buys billions of dollars of bitcoin and then Congress codifies SBR into law. The corruption is just too brazen." Spot on! Considering the brazen corruption so far this actually makes it more likely.
➡️'Jack Dorsey’s Block to launch Bitcoin Lightning Payments on all Square terminals!' -Bitcoin Archive
Jack Dorsey’s Block is launching Bitcoin payments on Square at the Bitcoin Conference. Merchants can choose to hold the BTC or automatically convert it to fiat. The feature will expand to more sellers later this year.
➡️Sminston With: "But yes, I'm sure this cycle has peaked."
'Bitcoin cycles @ power law fit, a la 365-day SMA At ~$110,000/coin today, the 365-dSMA is only touching the trendline; History shows each cycle moving 2-3x higher than this. Have a nice day!'
➡️Whales have shifted to net distribution with a score around 0.3, reversing their earlier accumulation pattern during this year's price rallies, according to data from Glassnode.
➡️Fast food giant Steak 'n Shake announced they're saving 50% in processing fees accepting Bitcoin payments '#Bitcoin is faster than credit cards'
➡️BlackRock increases Bitcoin exposure for their own funds. The Strategic Income Opportunities Portfolio now holds 2,123,592 shares of IBIT as of March 31 (worth $99.4M) up from 1,691,143 shares on December 31.
➡️Interesting, so Michael Saylor is refusing to publish on-chain proof of Bitcoin reserves...
If Metaplanet and El Salvador can do proof of reserves, why not Strategy? At the end of the day, it's investors' money that is being used to buy Bitcoin. What am I missing?
Arkham: 'SAYLOR SAID HE WOULD NEVER REVEAL HIS ADDRESSES ... SO WE DID We have identified an additional 70,816 BTC belonging to Strategy, bringing our total identified MSTR BTC holdings to $54.5 Billion. We are the first to identify these holdings publicly. This represents 87.5% of total MSTR holdings (including assets in Fidelity Digital’s omnibus custody).'
https://intel.arkm.com/explorer/entity/microstrategy
Don't Trust, Verify!
On the 28th of May:
➡️GameStop CEO says the company bought 4,700 #Bitcoin because it's better than gold. "It has asymmetric upside."
Parker Lewis: Gamestop bought 4,710 Bitcoin (or 471 billion bitcoins) and the CEO says things like "if the thesis is correct." That is a scary place to be, relying on some thesis. "But, we'll see what happens."
Zero vision, great. This pretty much sums up the Bitcoin conference from last week: a repetitive parroting of Bitcoin fundamentals with zero substance beyond “buy Bitcoin, it’s the future.”
Most of the time these people will do the following thing. Sell low after buying high. Anyway, Gamestop is up 4.20% in pre-market after announcing a purchase of 4,710 Bitcoin. They're now the 13th largest public company holder of BTC in the world.
➡️IMF says "efforts will continue" to prevent El Salvador from acquiring more Bitcoin.
➡️The U.S. Department of Labor has officially reversed its 2022 guidance on Bitcoin and crypto in retirement plans.
➡️ UK MP @EmmaforWycombe writes that the “UK government currently has no plans to adopt a strategic bitcoin reserve.” She believes Bitcoin’s “properties as an asset nonetheless remain inconsistent with the objectives and investment principles that govern the Government's foreign exchange reserves.” The UK government appears dead set on fumbling a bag of 61,000 BTC. HFSP!
➡️Ryan Gentry: 'The biggest news at @TheBitcoinConf just dropped. @milessuter shared that the c= routing node is earning 9.7% APR on its bitcoin liquidity (which I’d estimate at ~$10M, 50% of its 184 BTC of public capacity). True non-custodial yield based on the utility of bitcoin payments.'
Great response on the matter by Sam Callahan: "Imagine a treasury company with 1,000 BTC earning ~10% annual yield. Sovereign, Bitcoin-native yield without counterparty risk that’s tied to the economic activity of Lightning instead of interest rate policy. At $1M per BTC, that’s $100M in annual recurring revenue."
9.7% REAL yield on a payment network while holding the keys to their BTC the entire time!! Madness! The constant claims that no one uses lightning are ridiculous.
On the 29th of May:
➡️ Investors are selling gold for Bitcoin - Bloomberg Gold ETF outflows: -$2.8 billion Bitcoin ETF inflows: +$9 billion.
➡️'Spanish banking giant Banco Santander looking to make Bitcoin and stablecoins available to retail clients. Santander has 175 million customers worldwide and is the BIGGEST lender in the Eurozone.' - Bitcoin Archive
➡️The U.S. Department of Labor rescinded 2022 guidance discouraging 401(k) plans from including Bitcoin and cryptocurrency, allowing retirement plans to potentially include Bitcoin and other digital assets. If just 1% of the $8 trillion in 401k funds flows into Bitcoin, that’s $80 billion of new demand, and 2x more than what’s flowed into Bitcoin ETFs.
➡️ Blockstream launches the Blockstream App, enabling users to buy Bitcoin directly and store it in a self-custodial wallet, eliminating the need for third-party custodians.
➡️$550 billion DBS bank says Bitcoin mining could help stabilize the grid and reduce emissions.
➡️Tether reveals that it owns over 100,000 Bitcoin & +50 tons of gold.
➡️Paris Saint Germain adopts Bitcoin as a Treasury Reserve asset.
➡️'The supply of BTC held by long-term holders has now increased by OVER 1.4 MILLION in under 3 months! The market's most experienced participants are refusing to sell Bitcoin at these prices, and soon there won't be enough $BTC left for those late to the party...' - Bitcoin Magazine Pro
On the 30th of May:
➡️Joe Consorti:
It was foretold. Should Bitcoin follow global M2 all the way down on this correction, we may see $97,500. May not happen, may see lower, nobody knows. The only certainty is that the global aggregate of fiat denominated in USD will rise, and so too will BTC follow it in time.
➡️Buy Real Bitcoin, and NOT:
⇒ BTC Companies,
⇒ Wrapped BTC
⇒ BTC IOU's
⇒ ...
Bitcoin in self-custody is the only way you get all the benefits of BTC.
And please, as Wicked described it perfectly: 'Don’t run a node for Bitcoin, run and use it for yourself. Your humble little node isn’t saving the network, but it can protect your privacy and verify that the coins you receive are legit…if you’re actually using it.'
On the 31st of May:
➡️The Texas legislature has passed the Strategic Bitcoin Reserve bill. It now goes to Governor Abbott who is expected to sign it into law. This is a historic moment for Bitcoin and Texas, one of the largest (8th largest) economies in the world.
➡️Bitcoin News: 'Norwegian digital asset firm K33 has raised 60 million SEK (about $5.6 million) to expand its Bitcoin treasury. The funds were secured from insiders and strategic investors, including Klein Group and Modiola AS. CEO Torbjørn Bull Jenssen said the move reflects K33’s belief in Bitcoin’s long-term role in global finance and strengthens the company’s balance sheet as it grows its presence as a leading crypto broker in Europe.'
➡️ IMF raises concern over Pakistan‘s Bitcoin mining power plans. They want everyone under their control. They can't do it with Bitcoin. They might be losing another 'customer'. The IMF sees all the debt slaves becoming financially sovereign and independent by embracing Bitcoin.
I have rewritten Daniel Batten's quote/post on this matter:
**
'Why Pakistan’s Bitcoin Plans May Not Survive the IMF"
**
While I’m an optimist by nature—and I truly hope I’m wrong—I believe Pakistan will struggle to follow through on its Bitcoin and Bitcoin mining ambitions.
Short Answer: The IMF
Mid-Length Explanation:
Bitcoin poses a significant threat to the IMF’s influence—on at least five fronts.
Pakistan is heavily indebted to the IMF, and history shows a clear pattern: the IMF has already derailed or scaled back Bitcoin initiatives in all of the three countries that attempted adoption—El Salvador, Argentina, and the Central African Republic.
Pakistan will likely face similar pushback.
And given Pakistan’s economic vulnerabilities, it’s equally likely that the IMF will succeed.
What the IMF’s Next Steps Might Look Like
Manufacturing Doubt and Delay The IMF will likely begin by generating fear, uncertainty, and doubt (FUD) around the viability of Pakistan’s Bitcoin program. Expect references to:
“Energy shortages”
“High electricity costs”
“Unclear regulatory frameworks”
“Anti-money laundering (AML) concerns”
These will be framed as responsible concerns by a seasoned financial guardian. The IMF may also imply that Pakistan acted prematurely, noting the country did not consult the IMF before announcing its Bitcoin initiative—suggesting a lack of due diligence. However, these objections are highly debatable. Multiple peer-reviewed studies show that Bitcoin mining can improve grid stability and lower electricity costs. Moreover, examples like Bhutan and El Salvador demonstrate how Bitcoin can enhance economic sovereignty. But that’s precisely the issue: economic sovereignty reduces the IMF’s lending relevance, and that’s not in the IMF’s institutional interest.
Weaponizing Debt and Conditionality
Under its $7 billion Extended Fund Facility program, the IMF is likely to:
Demand FATF-compliant crypto regulation
Prohibit state-level Bitcoin accumulation
Tie loan disbursements to rollbacks on Bitcoin and mining-related policies
This approach exploits Pakistan’s financial dependence on IMF loans to meet external debt obligations and maintain its foreign exchange reserves.
Enforcing Compliance Through Vulnerability
Pakistan’s financial position leaves little room for defiance:
It faces $12.7 billion in debt repayments in FY 2025.
Without IMF support, reserves could fall below $4 billion, covering less than one month of imports—far below the threshold needed for macroeconomic stability.
A repeat of early 2023, when reserves fell to $2.92 billion, would likely trigger another balance-of-payments crisis.
This would pressure the Pakistani rupee, already having depreciated from PKR 100 to over 330 per USD since 2017, and could push the country closer to default. Given its past FATF grey-listing, Pakistan cannot afford another multilateral funding freeze.
So What Does This All Mean?
It means the gloves are off.
The IMF is no longer merely advising—it’s actively resisting. Bitcoin threatens its long-standing monopoly over financially vulnerable nations, and Pakistan is shaping up to be the fourth test case of this resistance. If the IMF pressures Pakistan into reversing course, it will mark a 4-for-4 track record in blocking Bitcoin adoption efforts by countries under its financial umbrella.
The Bigger Picture
This is how entrenched institutions behave when facing disruption. They won’t stand aside—they’ll use every tool available to defend the system they control.
If a nation wants to adopt Bitcoin, it must either:
Be financially independent, like Bhutan or even the United States, or
Secure alternative funding, so IMF leverage becomes ineffective.
Bitcoin isn’t just a financial network. It’s a threat to the debt-based global order—and that means those invested in the status quo will fight back.'
➡️'Recent analysis by market research firm Alphractal suggests that, based on its current Sharpe Ratio, a key measure of risk-adjusted returns, Bitcoin still has room to run. The metric, which compares excess returns to volatility, is trending upward but remains well below the historical levels that have marked past market tops in 2013, 2017, and 2021.' - Bitcoin News
➡️Publicly-listed Brazilian fintech Méliuz to raise $78m to buy more Bitcoin, after buying $26.5m Bitcoin yesterday.
On the 1st of June:
➡️Bitcoin made its Highest Monthly Close ever last night!
➡️ Someone just donated 300 Bitcoin worth +$30m to Ross Ulbricht, founder of SilkRoad.
https://intel.arkm.com/explorer/entity/ross-ulbricht
ZakeXBT: 'Interestingly the 300 BTC appears to come from Jambler outputs (sketchy centralized mixing service) Whereas normal privacy enthusiasts use decentralized mixers (Wasabi, Samourai, etc).'
Even if he is washing his own Bitcoin, (I don't think he is that stupid) not everyone is a sheep what he does is his own business no need to attract attention to it. I really don't give a damn if he still had those funds, or if it's donations. Good for him in any case.
➡️ New Record Bitcoin Hashrate 920,000,000,000,000,000,000x per second.
Bitcoin's global hashrate has reached a new all-time high, with data from Hashrate Index showing a 7-day simple moving average peak of 943 EH/s.
➡️Top Bitcoin holders:
Satoshi Nakamoto: 1.1M BTC ($114B)
Coinbase: 983K BTC ($103B)
Binance: 619K BTC ($65B)
BlackRock: 600K BTC ($63B)
Strategy: 580K BTC ($47B)
Fidelity: 346K BTC ($36B)
Grayscale: 218K BTC ($23B)
U.S. Government: 196K BTC ($20B)
On the 2nd of June:
➡️IG Group becomes the first UK-listed firm to offer Bitcoin trading to retail investors - Financial Times “Customer demand [for bitcoin] is reaching a tipping point,” says MD Michael Healy
➡️Tether moved 14,000 Bitcoin worth +$1.4 BILLION to Twenty-One Capital (XXI) as part of its investment.
➡️Hong Kong-based Reitar Logtech announces they will buy $1.5 billion Bitcoin for their reserves — SEC filing The logistics and real estate company says the move strengthens its financial foundation as it scales its global tech platform.
➡️Russia's largest bank Sberbank launches structured bonds tied to Bitcoin. Source
"No power on earth can stop an idea whose time has come"
➡️Australian Bitcoin ETFs took in 60x more funds thant Gold ETFs in May - AFR Bitcoin = $87.3m Gold = $1.5m
🎁If you have made it this far, I would like to give you a little gift:
Lysander: "Lyn Alden gave one of the clearest breakdowns of why the U.S. is on an unstoppable fiscal path—and why Bitcoin matters more than ever because of it.
Lyn Alden walks through the numbers behind the federal deficit, interest expenses, Social Security, and the structural changes that happened post-2008. The short version? We’re in a new era. One where the government can’t slow down even if it wants to.
The debt is compounding. The interest expense is rising. The trust funds are running dry. And the political will to do anything about it doesn’t exist.
Her phrase: “Nothing stops this train.” Not because of ideology, but because of math—and human nature.
This isn’t hyperinflation doom-talk. It’s a sober look at what happens when a system built on ever-growing debt reaches its limits—and why Bitcoin, with its fixed supply and transparent rules, is the opposite of that system.
Highly recommend watching this one all the way through."
https://x.com/UnderCoercion/status/1928280669764931860
Credit: I have used multiple sources!
My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
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