The Latest Bitcoin & Macro news: Weekly Recap 26.05.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde58qmrxdehxqcnjdf360na8f

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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 26.05.2025

🧠Quote(s) of the week:

Fred Krueger: 'Generally, people overanalyze too much. Bitcoin is amazing tech. It works. It has been the top-performing asset in 13 of the last 15 years. Stop with the analysis. Buy it. Don't trade it. Don't look for "entry points". And don't do a 1% allocation either. Grow a pair.'

🧡Bitcoin news🧡

Money. Time. Energy. You only get to pick two… Unless you’re a Bitcoiner.

On the 19th of May.

➡️ El Salvador is $357 million in profit on Bitcoin holdings.

➡️Metaplanet ended Monday as Japan's 9th most traded stock, with ¥61.69B ( $425M) daily volume, surpassing Toyota, SoftBank, and Nintendo.

➡️Circle $USDC in "informal talks" to sell itself to Coinbase or Ripple, Fortune reports. WhalePanda: "Imagine running a $60 billion stablecoin in such an incompetent way you can't even turn a decent profit and desperately have to sell."

➡️Panama introduces a bill to allow citizens to buy, sell, and accept Bitcoin freely anywhere in the country.

On the 20th of May:

➡️

Tick Tock next block, but it seems like we are right on schedule. Bitcoin is doing exactly what it was designed to do.

➡️BTC just hit a new ATH in Argentina Weak currencies first. Then all of them.

➡️ThumzUp Media officially files to raise $500m to buy Bitcoin as a treasury reserve asset.

➡️Indonesian fintech DigiAsia's stock surges over 90% after announcing plans to raise $100M for a Bitcoin treasury.

➡️River: America’s story began with sound money. Hard-working Americans saved their wealth in gold-backed money. Today, Bitcoin carries that torch forward.

Insane stat! Bitcoin is now the people's money. Imagine the price when nation-states get on board.

The US government is outpacing global rivals like China by embracing Bitcoin. The federal government's Bitcoin holdings now represent twice its global market share of gold reserves.

Worth the read: https://blog.river.com/american-bitcoin-advantage/

'In this report, you'll learn about:

Why Bitcoin is an underestimated pillar of American dominance.

America’s lead in Bitcoin businesses, institutions, development, and policy.

Bitcoin's emergence as America’s reserve asset.'

Ergo: America is the dominant Bitcoin player in just about every dimension: investment, government reserves, development, institutional embrace, supportive policy, and mining.

➡️Texas Bitcoin Reserve bill SB 21 will be considered on the second reading in the House this morning. Note: the Texas Constitution requires that second and third readings be conducted on separate days. If it passes today, then the final vote could be tomorrow

➡️Bitcoin accumulation trends signal bullishness with smallholders (<1 BTC) accelerating accumulation (score ~0.55), and whales (100-10K BTC) aggressively buying. Source: Glassnode

➡️French company The Blockchain Group raises €8.6 million to buy more Bitcoin. Press release

➡️Chinese printer manufacturer Procolored unknowingly distributed Bitcoin-stealing malware through its official device drivers, resulting in 9.3 BTC ($950K) stolen from users.

https://x.com/MistTrack_io/status/1924411803540590728

➡️Bitmine launches its Bitcoin Treasury Advisory Practice with a $4M deal, including $3.2M for leasing 3K Bitcoin miners and an $800K consulting agreement

➡️Bitcoin's correlation to gold is at its lowest since February 2025, per Glassnode data.

➡️UK-listed Smarter Web Company adds 16.42 BTC to its treasury at an average price of $104,202. Total Holdings: 35.62 BTC The Smarter Web Company is stacking with conviction—building a treasury designed for the long term.

On the 21st of May:

➡️Vivek's Strive Asset Management looking to buy up to 75,000 Bitcoin from Mt. Gox claims at a discount to build a Bitcoin treasury.

➡️Bitcoin is $1k from an all-time high and the Google Trends chart looks like this.

On the 22nd of May:

Happy Pizza Day! 15 years ago today Laszlo Hanyecz bought 2 pizzas for 10,000 Bitcoin. That Bitcoin is now worth $1.2 BILLION.

Will Baxter: "But how did he get that much bitcoin? Well, there’s a lot more to Laszlo's story than those pizzas. Here are four facts about him most people don’t know (the last one blew my mind):

Laszlo, a Mac developer, discovered bitcoin in 2010. After realizing that Bitcoin only ran on Windows, he took it upon himself to port it to Mac OS. He built and released the first bitcoin client for Mac making it accessible to more users.

In its earliest days, bitcoin could be mined with just a CPU, something that every computer has. But Laszlo had other plans. In mid-2010, he released a solution that would allow users to mine with their GPUs. Laszlo is single-handedly responsible for ushering in the era of GPU mining which massively increased Bitcoin’s total hashrate.

By being one of the early adopters of GPU mining, Laszlo enjoyed a massive jump in mining efficiency and hashrate, which meant that he was able to mine a lot of blocks. In total, Laszlo’s Bitcoin wallets received more than 80,000 BTC over the first few months of the GPU mining era. It’s estimated that Laszlo mined well over 100,000 BTC in Bitcoin’s early days.

Laszlo has single-handedly mined more Bitcoin than any publicly listed Bitcoin mining company. As an example, MARA, the largest publicly traded Bitcoin miner by market capitalization, has mined an estimated 48,000 BTC since 2018. Laszlo and his GPUs managed to mine more than twice that amount! Incredible. (foto)

➡️Pizza slice inscribed on the Bitcoin blockchain forever! Block #897813

➡️Strategy: 'Bitcoin Pizza Day at Strategy. Paid for with USD.'

Kinda disgusting. The largest Bitcoin Treasury Company is not even able to pay for pizza in Bitcoin on Bitcoin Pizza Day? Why did they even bother to buy pizza today? They show zero understanding of the meaning of Pizza Day and Bitcoin history.

Plebs all around the world are celebrating Pizza Day by "spend and replace" Bitcoin for some lovely pizzas. What is Saylor doing? He decides to use his giant megaphone to stomp all over it. "Pay with Dollars. Eat the Pizza. Keep the Bitcoin." That post rubbed me the wrong way. That’s because they are not bullish on the payment use case of Bitcoin. I have been saying all the time: that he has an agenda against the medium of exchange. This is plausible as Saylor never minced words as far as I know. His model is HODL. Spending would contradict.

Not sure if I am overreacting because of store of value for several more years will eventually lead to a Medium of Exchange Bitcoin world.

As you might already know I am not particularly a fan of the whole Bitcoin treasury - public companies.

Read the following thread why, an excellent thread on the risks of Bitcoin treasury companies by a bitcoiner.

https://x.com/lowstrife/status/1925717037915005357

➡️For the first time in history, Bitcoin is now trading above $111,000 and just surpassed $2.2 TRILLION in market cap for the first time in history. $3 Billion worth of Bitcoin shorts to be liquidated at $120,000 Small, tiny reminder. In 2021 dollars, Bitcoin hasn’t broken $100K yet. We need to hit $118K to meet that milestone. Celebrating $1 million (eventually) might not be as much fun as you think.

➡️H100 Group buys 4.39 BTC and becomes Sweden's first publicly listed #Bitcoin treasury company. After announcing its first Bitcoin purchase shares surged 37%. A small stack, big signal.

➡️Bitcoin has now surpassed both Amazon and Google to become the 5th largest asset in the world, and Bitcoin just surpassed the Taiwan Dollar and is now the 8 largest currency in the world. Nothing stops this train.

➡️Michael Saylor's 'Strategy' now has a $23.8 billion unrealized profit on its Bitcoin portfolio. Meanwhile, Strategy is to sell up to $2.1 billion of 10% preferred stock.

➡️'Traditional finance consensus: "What's the use case for BTC?" Allowing Millennials to afford a home despite Boomer policymakers actively pursuing policies to prevent them from doing so Median US home price, price in BTC, 2020-today IMO, this chart is going <1 in coming yrs.' - Luke Gromen

Just to give you one more perspective on this topic:

➡️Joe Consorti: US real estate has been in a 15-year bull market. But guess what? Priced in bitcoin, the average US home price has dropped from ~3 million BTC to just 4.38 BTC in 15 years. All assets are deflationary in Bitcoin terms.

➡️Taiwanese Legislator has proposed a Bitcoin Strategic Reserve at 0.1% of GDP = $780m

➡️Chinese automaker Jiuzi Holdings to buy 1,000 Bitcoin for treasury.

➡️ 'Singapore's Genius Group buys another 24.5 Bitcoin. Now holds 85.5 Bitcoin, 1,000 BTC target confirmed.' - Bitcoin Archive

➡️Standard Chartered expects Bitcoin to hit: - Q2: $120,000 by the end of Q2 - Q4: $200,000 by late 2025 - 2028: $500,000

➡️On-Chain college: 'New ATH for Bitcoin yet realized profit is significantly lower than the last two local tops and prior cycle tops. HIGHER'

Not sure about that. Could be a double top.

On the 23rd of May:

➡️The Blockchain Group confirms the acquisition of 227 BTC for ~€21.2 million, the holding of a total of 847 BTC, and a ‘BTC Yield’ of 861.0% YTD Press release.

➡️The 8th largest economy in the world will start to buy Bitcoin. No one is bullish enough! Governor Abbot to sign Bitcoin Reserve bill into law! Texas to become the 3rd US state to enact an SBR!

➡️Publicly traded The Smarter Web Company bought 23.09 Bitcoin for £1.85 million for its treasury.

➡️For the love of god. Delate Coinbase or any other shitcoin casino/exchange (for example here in the Netherlands Bitvavo) and cold-Storage your Bitcoin and don’t touch them.

Not your keys, not your coins.

➡️'The Russian Bitcoin mining sector now ranks first in growth rates and second in mining volume globally. The country's largest Bitcoin miners, BitRiver and Intelion, controlling over 50% of the market, generated $200M in revenue for FY2024, per RBC.' -Bitcoin News

➡️Alex Gladstein: 'Absolutely crazy Hundreds of millions of people saw their wage and savings technology lose 15%, 30%, 50%, 75%, even 90% (!) of its value last year Fiat is broken, time for a Plan ₿'

➡️Bitwise predicts nation-states and institutions will hold 4,269,000 BTC—worth $426.9B.

➡️'Metaplanet is now the #4 most traded stock in Japan, moving nearly $1B in a day—just a year after adopting #Bitcoin. From obscurity to 300x returns, this is what happens when a company runs on hard money.' -Bitcoin for Corporation

➡️TFTC: "Scammers are mailing fake "Ledger Security" letters demanding wallet validation via QR code. They spoof official branding and ask users to visit fraudulent sites."

On the 24th of May:

➡️Bitcoin has the same number of users as the Internet had in 1999.

Now talking about that Bitcoin Adoption S-curve...

➡️Thomas Fahrer: 'Holding Bitcoin means getting rich while feeling frustrated 90% of the time. Deflationary money - designed to increase in value - forever. It's difficult for the human mind to comprehend. Most still don't get it.'

On the 25th of May:

➡️Pakistan allocates 2,000mw of electricity to Bitcoin mining and Ai - Bloomberg Daniel Batten: Pakistan announced 2000 MW for Bitcoin mining & AI. That's potentially ~17,000 BTC per year for an SBR. Plus, India will now have to follow. Game theory playing out. *Assuming that 50% of this is for Bitcoin mining, using latest-gen machines, 95% uptime, network hashrate is on average 1200 EH/s by the time they are complete

➡️Normally, I would write this in the segment below 🌎Macro/Geopolitics... "First signpost: DOGE failed to reduce the deficit.

Second signpost: Pushing for SLR changes to boost demand for Treasuries from domestic banks.

Third signpost: Pushing for legislation to boost demand for Treasuries from stablecoin issuers.

Fourth signpost: New spending bill estimated to increase deficit by 33% by 2027.

Fifth signpost: Bessent: "We'll grow GDP faster than the debt to stabilize debt-to-GDP."

Read below (segment 🌎Macro/Geopolitics) his full statement and my view on it.

TL;DR: Keep spending. Pass new laws and tweak regs to suppress long-end yields. Boost nominal GDP (mostly via inflation). Debase the currency. Bondholders and cash savers lose in real terms. Got Bitcoin?" -Sam Callahan nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcprdmhxue69uhkummnw3ez6v3w0fjkyetyv4jjucmvda6kgqpqfpewuyx9rekj9487v2uawmg2any7tm7hpfw9at4q2r42u9jk792qnxt2yg

➡️Sminston With: 'There is a myth that 100% of the returns in Bitcoin only happen if you buy at the bottoms and then sell at the tops during one of the cycles. Power law quantile analysis shows otherwise; in fact, there are nearly identical growth rates (CAGR) whether you buy/sell at the bottoms (support) or around the middle (median) 52% vs 53% as of this year! Whichever trendline is followed, even if you only trade at the bottoms, the compounded annual returns of Bitcoin will be >7x of what you'd ever expect from the S&P. Ignore or try to time Bitcoin at your own risk!'

On the 26th of May:

➡️Bitcoin made another weekly record close at $109,004.

➡️When BlackRock holds 1M Bitcoin and the price hits $1M... They’ll be earning $2.5B a year in fees. Every year. Forever.

➡️Florida proposes eliminating Capital Gains Tax on Bitcoin. If passed, it would make Florida the first U.S. state to offer this kind of tax relief.

➡️Strategy acquires 4,020 BTC for $427.1 million at $106,237 per Bitcoin. They now HODL 580,250 BTC acquired for $40.61 billion at $69,979 per Bitcoin.

🎁If you have made it this far, I would like to give you a little gift:

nostr:nprofile1qy2hwumn8ghj7mn0wd68ytndv9kxjm3wdahxcqg5waehxw309ahx7um5wfekzarkvyhxuet5qqsw4v882mfjhq9u63j08kzyhqzqxqc8tgf740p4nxnk9jdv02u37ncdhu7e3 May 2025 Newsletter: A Trade Breakdown

This newsletter issue breaks down the recent trade breakdown (sorry for the pun) and explores some of the nuances of why realigning the global balance of trade is both popular and extremely difficult to do.

https://www.lynalden.com/may-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 19.05.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde58qcnyv34xu6nwdesk6jg5s

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 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 19.05.2025

🧠Quote(s) of the week:

'The Cantillon Effect: When new money is printed, those closest to the source (banks, elites) benefit first, buying assets before prices rise. Others lose purchasing power as inflation hits later. If people find out how this works, they will riot.' -Bitcoin for Freedom

Just think about it. Your employer gives you a 5% raise. The Fed (central banks in general) prints 7% more dollars/euros/Fiat. You just got a 2% pay cut. This isn't a conspiracy theory. This is how fiat money steals from the working class every single day. This is why I support Bitcoin.

Anilsaidso: 'Saving in fiat currency is no longer an option. A 2% inflation rate means you lose 1/3 of your purchasing power over 20yrs. At 5% inflation, you lose 60%. And at 10% you've burnt 85%. Reduce your uncertainty. Save in Bitcoin.'

🧡Bitcoin news🧡

“Education increases conviction.

Conviction increases allocation.

Allocation increases freedom.” —Gigi

On the 12th of May:

➡️Google searches for "Digital Gold" are at all-time highs. Bitcoin Croesus: "This is the second wave of the Digital Revolution - the digitization of value to complement the Internet's digitization of information. It wasn't possible to own a slice of the Internet itself, but it is possible with Bitcoin, the internet of value." "...It feels like you're late to Bitcoin. But this is a bigger game playing out than most realize, and we are much earlier than casual observers know. If you're reading this, you're here on the frontier early. And you have a chance to stake a claim before 99% of the world shows up. This is a land grab. This is the digital gold rush. Make your descendants proud."

➡️ 'A new holding company ‘Nakamoto’ just raised $710 million to buy more Bitcoin and will merge with KindlyMD to establish a Bitcoin Treasury company. Saylor playbook!' - Bitcoin Archive

➡️American Bitcoin, backed by Donald Trump Jr. and Eric Trump, will go public via an all-stock merger with Gryphon Digital Mining. Post-merger, Trump affiliates and Hut 8 will retain 98% ownership. GRYP tripled to $2.19, Hut 8 jumped 11% to $15.45. The deal closes in Q3 2025.

➡️Phoenix Wallet: 'Phoenix 0.6.0 is out: offers can now have a custom description simple close (set an exact mutual close tx fee rate) native support for Linux arm64 This is the server version. Phoenix mobile release is around the corner. '

On the 13th of May:

➡️Corporate Bitcoin purchases have now outweighed the supply of new Bitcoin by 3.3x in 2025.

➡️ Publicly listed Next Technology disclosed buying 5,000 Bitcoin for $180m, now HODLs 5,833 $BTC worth +$600m.

➡️ After rejecting the Arizona Strategic Bitcoin Reserve Act, Governor Katie Hobbs vetoed Bill SB 1373, which proposed a digital asset reserve fund. "Current volatility in the cryptocurrency markets does not make a prudent fit for general fund dollars."

➡️Meanwhile in Paris, France the kidnapping of a woman with her 2-year-old child morning on the streets of Paris - the target is allegedly the daughter of a crypto CEO. 3 masked men tried forcing them into a fake delivery van, before being fought off by her partner and bystanders. One of whom grabbed a dropped gun and aimed it back.

➡️ 'Bitcoin illiquid supply hit a new all-time high of $1.4B Are you HODLing too, anon?' - Bitcoin News

➡️Why Coinbase entering the S&P 500 matters. Boomers will have Bitcoin / CrApTo exposure, whether they like it or not. Anyway, remember what happened in 2021. The COIN IPO, and they’re still trading about 35% below their IPO-day high. Oh and please read the 'Coinbase" hack below haha.

➡️ Nasdaq listed GD Culture Group to sell up to $300 million shares to buy Bitcoin.

➡️ A Bitcoin wallet untouched since April 2014 just moved 300 BTC worth $31M for the first time in 11 years. This is how you HODL.

➡️ Bitcoin's realized price is steadily increasing, mirroring behaviors seen in past bull markets, according to CryptoQuant.

➡️ Bitcoin whales and sharks (10-10K BTC) accumulated 83,105 BTC in the last 30 days, while small retail holders (<0.1 BTC) sold 387 BTC, according to Santiment.

Bitcoin Whales have been AGGRESSIVELY accumulating BTC recently! With at least 240,000+ Bitcoin transferred to wallets with at least 100 BTC. The largest market participants are trying to buy as much as possible, what do they think comes next...

➡️'The average cost of mining 1 BTC for miners is currently $36.8K. The spread between the current market price and the cost of one coin = 182%. This is essentially the average profitability. This corresponds to the beginning of the bull cycle in November 2022 and the peaks of this cycle >$100K. A price increase above this level will allow miners to fully recover after the last halving and reach excess profits comparable to the beginning of the bull rally in January 2023.' -Axel Adler Jr.

➡️ Remember last week's segment on Coinbase..."Coinbase just disclosed in their Q1 filing: that they have custody of 2.68 million Bitcoin. That’s over 13% of all Bitcoin in circulation, on one platform. Is this the greatest honeypot in financial history? Yes, it is...read next week's Weekly Bitcoin update."

Well, here you go.

Coinbase estimates $180-$400 million in losses, remediation costs, and reimbursement following today’s cyber attack.

Coinbase didn't get hacked. Coinbase employees sold customer data on the black market. Coinbase failed to protect customer data. This is why KYC is useless. The criminals have our driver's license scans. They have AI tools that can generate fake images and videos. KYC puts our identities at risk, makes onboarding more difficult, and rewards criminals. To make it even worse. Coinbase knew about the hack as early as January but only disclosed it publicly after being added to the S&P 500.

I will say it one more time! Don't buy your Bitcoin on KYC exchanges. KYC means handing over your identity to be leaked, sold, or extorted.

It was 2 days ago, see the bit on the 13th of May, that we saw a violent attack in Paris. Minimize the data you share with centralized tools. Store as much as you can locally. Always ask yourself what data am I giving and to whom? Remove the need for trust.

And for the love of God, Allah, or whatever god you are praying to...

DON'T LEAVE YOUR COINS ON A FREAKING EXCHANGE!!!!

Clear!

➡️ Sam Callahan: Bitcoin CAGRs over rolling four-year holding periods since 2012:

10th percentile: 33%

25th percentile: 50% 40th percentile: 75%

Said differently, for 90% of the time, Bitcoin’s four-year CAGR was higher than 33%. For comparison, here are the single best four-year CAGRs over the same period for:

Gold: 17%

Silver: 20%

S&P 500: 24%

Apple: 52%

Two lessons here:

1.) Even when Bitcoin underperforms, it still outperforms.

2.) Bitcoin holding goals are best measured in halving cycles.'

➡️ Deutsche Bank Aktiengesellschaft has bought 96,870 Strategy₿ stocks for 30 Million dollars at an Average Price Of $310 Per Share In Q1 2025, Their Total Holdings Is 518,000 Shares Worth Over 214 Million Dollars.

➡️Senator Lummis urges the U.S. Treasury to eliminate taxes on unrealized gains for Bitcoin.

On the 14th of May:

➡️At $168,000, Bitcoin will surpass Microsoft, the world's largest company.

➡️Fidelity tells institutions to buy Bitcoin if they can’t match Bitcoin’s 65% return on capital.

➡️Michigan has adopted House Resolution 100, declaring May 13 2025 as "Digital Asset Awareness Day." The resolution encourages "activities and programs that foster a deeper understanding of digital assets and their impact on our society and economy."

➡️Publicly traded Vinanz raises funding to buy $2 million in #Bitcoin assets.

➡️Bitcoin News: "Investor Jim Chanos is shorting MicroStrategy while going long on Bitcoin, calling the stock overvalued relative to its BTC holdings. “We’re selling MicroStrategy and buying Bitcoin, basically buying something for $1 and selling it for $2.50," he told CNBC

On the 15th of May:

➡️The Abu Dhabi sovereign wealth fund disclosed owning $511 million in Bitcoin through BlackRock’s ETF.

➡️UK public company Coinsilium Group raises £1.25 million to adopt a Bitcoin treasury strategy.

➡️Chinese Textile company Addentax issues stock to buy 8,000 Bitcoin.

➡️14 US states have reported $632m in $MSTR exposure for Q1, in public retirement and treasury funds. A collective increase of $302m in one quarter. The average increase in holding size was 44%.

➡️Chinese public company DDC Enterprise to adopt a Bitcoin Reserve with 5,000 BTC.

On the 16th of May:

➡️Brazilian listed company Méliuz buys $28.4 million Bitcoin to become the nation's first Bitcoin Treasury Company. Shareholders voted to approve the strategy by an "overwhelming majority".

➡️13F Filings show Texas Retirement System owns MSTR. The day MSTR enters the S&P 500, every pension fund will follow.

➡️'Wealthy Investors Shift Up to 5% into Bitcoin as confidence in fiat falters. UBS, a Swiss banking giant says Bitcoin and digital assets are becoming key hedges against inflation and systemic risk, marking a dramatic shift in modern portfolio strategy.' -CarlBMenger

➡️River: "Above all, Bitcoin is money for the people."

On the 17th of May:

➡️Illicit activity is now down to 0.14% of transaction volume across all crypto.

Context: World Bank, IMF suggests 1.5–4% of global GDP is laundered yearly through traditional banking Of that 0.14%:

63% of illicit trade was stablecoins.

13% was Bitcoin (declining each year)

Source: The 2025 Crypto Crime Report, Chainalysis 2025

Yet another confirmation that Bitcoin's use in facilitating illicit activities is a rounding error on a rounding error.

On the 18th of May:

➡️JPMorgan CEO Jamie Dimon said they will allow clients to buy Bitcoin. The repeal of SAB 121 is a bigger deal than most realize. “I will fire any employee buying or trading Bitcoin for being stupid” - Jamie Dimon (2017)

On the 19th of May.

➡️Bookmark the following stuff from Daniel Batten if you want to combat climate change (fanatics)...

'That Bitcoin mining is not only not harmful, but beneficial to the environment is now supported by:

7 independent reports

20 peer-reviewed papers

As a result

90% of climate-focused magazines

87.5% of media coverage on Bitcoin & the environment is now positive

source 7 independent reports https://x.com/DSBatten/status/1922666207754281449…

20 peer-reviewed papers https://x.com/DSBatten/status/1923014527651615182…

10 climate-focused magazines https://x.com/DSBatten/status/1919518338092323260…

16 mainstream media articles https://x.com/DSBatten/status/1922628399551434755

➡️Saifedean Ammous: '5 years ago at the height of corona hysteria, everyone worried about their savings.

If you put $10,000 in "risk-free" long-term US government bonds, you'd have $6,000 today.

If you put the $10,000 in "risky speculative tulip" bitcoin, you'd have $106,000.

HFSP, bondcucks!'

I love how Saifedean always put it so eloquently. haha

➡️An Australian judge rules Bitcoin is “just another form of money.” This could make it exempt from capital gains tax. Potentially opening the door to millions in refunds across the country. - AFR

If upheld, the decision could trigger up to $1B in refunds and overturn the Australian Tax Office’s crypto tax approach.

➡️Publicly traded Vinanz buys 16.9 Bitcoin for $1.75 Million for their treasury.

➡️Bitcoin just recorded its highest weekly close ever, while the Global Economic Policy Uncertainty Index hit its highest level in history.

➡️4 in 5 Americans want the U.S. to convert part of its gold reserves to Bitcoin. - The Nakamoto Project

"or background, the survey question was: "Assuming the United States was thinking of converting some of their gold reserves into Bitcoin, what percentage would you advise they convert?" Respondents were provided a slider used to choose between 0% and 100%. Our survey consisted of a national sample of 3,345 respondents recruited in partnership with Qualtrics, a survey and data collection company"

Context: https://i.ibb.co/fGDw06MC/Gr-VYDIdb-AAI7-Kxd.jpg" class="embedded-image" loading="lazy">

➡️Michael Saylor's STRATEGY bought another $764.9m Bitcoin. They now HODL 576,230 Bitcoin, acquired for $40.18 billion at $69,726 per Bitcoin.

➡️The German Government sold 49,858 BTC for $2.89B, at an average price of $57,900. If they had held it, their BTC would now be worth $5.24B.

➡️A record 63% of all the Bitcoin that exist have not transacted or moved from their wallets this year. - Wicked

🎁If you have made it this far, I would like to give you a little gift, well, in this case, two gifts:

What Bitcoin Did - IS THE FED LOSING CONTROL? With Matthew Mezinskis

'Matthew Mezinskis is a macroeconomic researcher, host of the Crypto Voices podcast, and creator of Porkopolis Economics. In this episode, we discuss fractional reserve banking, why it's controversial among Bitcoiners, the historical precedent for banking practices, and whether fractional reserve banking inherently poses systemic risks. We also get into the dangers and instabilities introduced by central banking, why Bitcoin uniquely offers a pathway to financial sovereignty, the plumbing of the global financial system, breaking down money supply metrics, foreign holdings of US treasuries, and how all these elements indicate growing instability in the dollar system.'

https://youtu.be/j-XPVOl9zGc

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 12.05.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5xu6rjdfj8qenyvecr6dvhc

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 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 12.05.2025

🧠Quote(s) of the week:

'Forget price predictions. Forget market cycle theory. Forget market cap estimates. Forget diminishing returns. Forget omega candles. Forget technical analysis.

THE ONLY THING THAT MATTERS.

Your assumption should be that the future has way more productivity than the present. Bitcoin is only 0.2% of the present world. Imagine buying 1/500th of the world in 1925 and holding onto it to it was worth half of the world of 1950, 1990, or 2025… Bitcoin is cheap.' - Luke Broyles

Bitcoin is Time (great article by Der Gigi), and productivity's going digital, and Bitcoin’s the base layer.

🧡Bitcoin news🧡

Retail is absent from Bitcoin because at $100K, they think they have missed the boat. WRONG!

On the 5th of May:

➡️US Senator David McCormick discloses +$ 1.0 m Bitcoin purchase on recent dip.

➡️Bitcoin Knots just overtook the latest version of Bitcoin Core on Clark Moody's dashboard

➡️'Merchants in the City of Cannes, France will start accepting Bitcoin and crypto this summer, with the council aiming for 90% adoption.' - Bitcoin Archive

➡️River: Cash is king. Of killing savings. Beat inflation with a small bitcoin allocation.

➡️150,000 people tuned into MicroStrategy’s earnings call. Not because of profits, but because they’re watching the blueprint for a Bitcoin-based financial system unfold in real time.

Pledditor: 'The class of 2024/2025 is stacking MSTR more than they are stacking BTC, and that's not a great thing.' Keep in mind, they've never been shown proof that Strategy holds Bitcoin in a cold storage wallet address. I can't find the MicroStrategy wallets holding 555,450 BTC. Can you?

On the 6th of May:

➡️'Serious report by Morgan Stanley. (You can read it here)

-Bitcoin has sufficient market cap to be a reserve, but it is more volatile than other reserve currencies.

-Volatility is decreasing.

-$370b allocation to Bitcoin would reflect market cap proportions.

-A reserve of 12%-17% of the total bitcoin supply would mirror other currency proportions.

Overton window has shifted.' - Troy Cross

➡️Daniel Batten: 'Bitcoin's environmental benefits have now been validated in 20 peer-reviewed studies, according to a recent Cambridge University report. It's also now being covered by 13 mainstream news outlets. How times change!' Here you can find all the articles.

https://x.com/DSBatten/status/1919521469090169127

On top of that, there are now 10 sustainable media magazines and news sites covering the environmental benefits of Bitcoin mining: https://x.com/DSBatten/status/1919518338092323260

Just imagine using only Bitcoin for transactions + store of value - while getting rid of all the banks and heavily reducing energy waste.

➡️UK Treasury’s Economic Secretary Emma Reynolds rules out national Bitcoin reserve. Says it's not “appropriate for our market.” HFSP

➡️Listed companies will invest about $205B in Bitcoin between 2025-2029, according to Bernstein.

➡️Dr. Jan Wüstenfeld: 'The Blockchain Group is ready to up their Bitcoin buying game. At their next Extraordinary General Meeting on June 10, they intend to increase their capital-raising capacity to more than €10 billion to accelerate their Bitcoin treasury strategy—at a Bitcoin price of €83k, that would be more than 120,000 Bitcoin. For reference, they currently hold 640 Bitcoin valued at €53.12 million. That is a significant capital raise.'

➡️New Hampshire passes Bitcoin Reserve bill into law! Governor Ayotte signed HB 302 into law this morning, making NH the first U.S. state to enact a Bitcoin Reserve bill.

➡️Regarding the Bitcoin Core debate. I am inclined to take the free market perspective, but I also do not want Bitcoin to be anything like ETH. If you really want to understand the Bitcoin Core debate, I suggest you go and read the actual Pull Request on GitHub. Or else read the great following thread by ColeTU: https://threadreaderapp.com/thread/1919769008439464335.html

➡️Publicly traded company Thumzup Media Corp files to raise $500 million to buy more Bitcoin.

➡️Strike just launched Bitcoin-backed lending - CEO Jack Mallers Where does the yield come from?

"By opening a loan, you authorize Strike to transfer your Bitcoin to a trusted third-party capital provider for the duration of the loan. Who?

"The fact 'no rehypothecation' isn't explicitly guaranteed, means you should probably assume this collateral will be rehypothecated." BitPaine

➡️The Bitcoin Dominance chart is one of the most ruthless things I've ever seen. 3 years straight of destroying alts and no signs of stopping.' - Bitcoin Isaiah

➡️Two long-dormant Silk Road–linked wallets from 2013 moved 3,421 Bitcoin worth $322.5 million in their first transactions in over a decade.

➡️U.S. Spot Bitcoin ETFs are aggressively accumulating Bitcoin again. In the past 7 days, ETFs added over 16,549 coins, while only 3,150 were mined.

➡️Only 993,285 addresses have more than 1 Bitcoin.

On the 7th of May:

➡️Bitcoin is now up 383% since 2 ECB Bloggers wrote Bitcoin's obituary.

➡️ARIZONA's other Strategic Bitcoin Reserve bill, SB 1373, moves to Governor Hobbs' desk for signing. Last week, she vetoed the Bitcoin Reserve Bill SB 1025.

➡️Fintech Revolut to integrate the Bitcoin Lightning network. Revolut is now partnering with Lightspark. This will allow Revolut users to send Bitcoin instantly and with lower fees.

➡️Strategy has a larger treasury than Apple.

➡️ 7,200 BTC taken off exchanges yesterday and 103,000 the last month.

➡️ Metaplanet issues $25M in zero-coupon bonds to buy more Bitcoin.

➡️Bitcoin News: "Bitcoin’s volume-weighted market cap dominance is 93%. Unlike simple market cap, this metric factors in actual trading volume, revealing where real liquidity and demand are. Ignore it at your own peril."

➡️ New Hampshire is enacting a Bitcoin Strategic Reserve. Governor Ayotte signed HB302 into law.

➡️Bhutan becomes the 1st nation to implement nationwide Bitcoin payments for tourists.

On the 8th of May:

➡️Bitcoin to be completely exempt from capital gains tax under bill passed by the Missouri House.

➡️ Arizona Governor officially signs law to establish a Strategic Bitcoin Reserve Fund.

➡️ Oregon passed Senate Bill 167, updating its Uniform Commercial Code (UCC) to include Bitcoin and other digital assets. This new law recognizes digital assets as valid collateral and acknow ledges electronic records and signatures in commercial transactions.

➡️ UAE's state-owned oil giant Emarat accepts Bitcoin and crypto payments at petrol/gas stations.

➡️Standard Chartered Bank analyst apologizes for $120,000 Bitcoin price prediction, says target 'may be too low.'

➡️ 'The Texas House committee has approved SB 21; next steps are a Texas House vote by all members and the governor’s signature. It looks likely that Texas will have a Strategic Bitcoin Reserve, the big open question is how much BTC will be acquired.' -Pierre Rochard

➡️ A month ago first Bitcoin payment was made at a supermarket in Switzerland – Spar in Zug. Interesting data from Swiss supermarket payments (source @OpenCryptoPay): Even though they can be done with practically all "crypto," 90.8% of payments are in sats, 5.3% in stablecoins, 1.2% in WBTC. 20+ transactions per day. Amazing!

On the 9th of May:

➡️'Steak n Shake is accepting Bitcoin payments at all locations starting May 16, making the cryptocurrency available to our more than 100 million customers. The movement is just beginning…' - Steak 'n' Shake Steak 'n Shake has 393 locations, primarily in the Midwest and the South.

➡️Bitcoin is now the 3rd largest commodity in the world by market cap!

Gold = $22 trillion

Oil = $3 trillion

Bitcoin = $2 trillion Bitcoin is among the top 5 biggest global assets with a +2 TRILLION market cap. Bigger than Amazon and Google (Alphabet)

➡️Sam Callahan: A new BIS paper on Bitcoin dropped yesterday. To cut through the jargon: It concluded that Bitcoin use rises when inflation surges, remittances get pricey, and capital controls increase. In other words, when people need it most. Source

➡️ Bitcoin Archive: "Amazon, Tesla, & Google all had BIGGER drawdowns than Bitcoin in the last 6 months, & nobody says they are "too volatile". LAST ~6 MONTHS

AMAZON -33%

TESLA -56%

GOOGLE - 32%

BITCOIN - 31%

Is Bitcoin volatile? Sure, but... ONLY BITCOIN BOUNCED BACK TO PUSH FOR NEW ALL-TIME HIGHS!"

➡️ If you own 1 WHOLE Bitcoin, you're a millionaire in 50 currencies. If you own 0.5 Bitcoin, you're a millionaire in 20-25 currencies. For example, the Turkish Lira has literally gone to ZERO against Bitcoin. The ultimate fate of every fiat currency, some will just get there faster than others Owning 1 BTC will make you a millionaire in ALL currencies in the next decade or so.

➡️ Former PayPal Vice President says Bitcoin Lightning Network will welcome “dozens of digital banks and wallets” and enable 100s of millions of people to receive Bitcoin-powered payments by the end of Q3.

➡️ Coinbase just disclosed in their Q1 filing: they custody 2.68 million bitcoin. That’s over 13% of all Bitcoin in circulation, on one platform. Is this the greatest honeypot in financial history? Yes, it is...read next week's Weekly Bitcoin update.

➡️ FORTUNE: “Meta is in discussions with crypto firms to introduce stablecoins as a means to manage payouts, and has also hired a vice president of product with crypto experience to help shepherd the discussions.” When Bitcoin?

➡️ 344,620 new Bitcoin wallets created as price surges to $103K, according to data from Santiment.

➡️ Great post + article by Parker Lewis: Bitcoin is Money https://x.com/parkeralewis/status/1920875453893443994

Discover alignment!

Remember Satoshi's first words: 'A purely peer-to-peer version of electronic cash'

➡️Goldman Sachs has boosted its stake in BlackRock’s iShares Bitcoin Trust (IBIT) by 28%, now holding over 30.8 million shares valued at more than $1.4 billion as of March 31, according to an SEC filing.

On the 10th of May:

➡️TeraWulf posted Q1 2025 revenue of $34.4M, down 19% from last year, as the Bitcoin Halving and power costs pressured margins. The company mined 372 BTC, with a sharp rise in power cost per coin to $ 66 K.

On the 12th of May:

➡️Strategy has acquired 13,390 BTC for ~$1.34 billion at ~$99,856 per bitcoin and has achieved BTC Yield of 15.5% YTD 2025. As of 5/11/2025, we hold 568,840 Bitcoin acquired for ~$39.41 billion at ~$69,287 per Bitcoin.

➡️$66 billion Dell officially rejects shareholder proposal to add Bitcoin to treasury.

➡️The correlation of Bitcoin and M2 is staggering. Bitcoin continues to follow the Global M2 Money Supply (not liquidity) with a 70-day lag. When I made this chart last July, I didn't think it'd hold this tight of a relationship. M2 is a poor measure of money supply, but it's still fascinating to observe.

➡️Businesses are the largest net buyers of bitcoin so far this year, led by Strategy, which makes up 77% of the growth.

➡️Missouri moves to become the first U.S. state to eliminate capital gains tax on Bitcoin with the passage of HB 594.

➡️99% of Bitcoin will be mined by 2035.

🎁If you have made it this far, I would like to give you a little gift:

What Bitcoin Did - The True Cost of the Dollar Empire with Lyn Alden They discuss:

The Trade Deficit

Tariffs

The Price of the USD Hegemony

Bitcoin As a Neutral Reserve Asset

https://youtu.be/GI-f8V8FGGM

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 05.05.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5xcunqvenxv6ryvenf3act3

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 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 05.05.2025

🧠Quote(s) of the week:

'Bitcoin is a high-IQ, low-time-preference asset in a world addicted to DoorDash, dopamine, and debt. Holding Bitcoin requires patience, conviction, and the ability to not panic when CNBC tells you it’s dead for the 47th time. That rules out, oh, I don’t know - 95% of the population? This isn’t some egalitarian revolution. This is a cognitive filter disguised as a monetary network. The rich, the strategic, the elite - those who understand volatility as an opportunity - will stack the hardest asset on Earth while the masses beg for interest rate cuts and $600 stimmies to buy groceries they can't afford.

It's not a level playing field. It's a time-preference war, and Bitcoin is the scoreboard. And every cycle, we watch it happen again. The media ridicules it, the politicians fear it, and the smart money buys more. While fiat punishes savers and rewards financial nihilism, Bitcoin inverts the whole structure. It’s a vault for those who can delay gratification, think generationally, and understand that true wealth is preserved rather than printed. The game isn’t rigged. It’s just calibrated for adults.' - Adam Livingston

'Bitcoin is an extremely simple thesis. If you think governments will stop debasing and debanking: number go down. If you think they won’t stop debasing and debanking: number go up'- Alex Gladstein nostr:nprofile1qythwumn8ghj7mn0wd68ytnxd46zuamf0ghxy6t6qy28wumn8ghj7mn0wd68ytn00p68ytnyv4mqqgzccaq65ccv9k3454480sws2wqepz73q5z0m5kckslhyhh6d533jc25xncl

Something to ponder on.

🧡Bitcoin news🧡

On the 28th of April:

➡️Hunter Horsley: 'Bitcoin at $94k, yet — Google searches for "Bitcoin" near long-term lows. This hasn't been retail-driven. Institutions, advisors, corporations, and nations have come into the space. The types of investors buying Bitcoin are expanding.'

➡️ Daniel Batten: 'Cambridge has just released their updated report on Bitcoin mining. For the first time, their report shows that most (52.4%) of the Bitcoin network is now powered by zero-emission energy sources (up from 37% in their last report). nostr:nprofile1qy2hwumn8ghj7etyv4hzumn0wd68ytnvv9hxgqgkwaehxw309ajkgetw9ehx7um5wghxcctwvshsqgy0a3pxy3uyt0wjdum2unmnw5yvzhd7cp758nsclrqnd2u7xkkzzgt0uwsn

Here's a summary of their findings:

https://x.com/DSBatten/status/1916903476610650202

You can read the full report here

➡️Arizona’s Bitcoin Reserve bill (SB 1025) just passed the House and now heads to the desk of Governor Katie Hobbs. However, Governor Hobbs has vowed to veto any legislation until a budget impasse over funding for disability services is resolved.

On the 29th of April:

➡️Bitcoin Archive: 'South Korea's ruling party to approve spot Bitcoin ETFs, scrap restrictive banking crypto rules, and introduce crypto-friendly framework THIS YEAR, if it wins the June election.'

➡️President Trump's Executive Director says there is a "space race" amongst countries to accumulate Bitcoin: "We view Bitcoin as digital gold."

➡️U.S. to "turbo-charge" Bitcoin mining growth by allowing Bitcoin miners to build power plants and data centres near natural gas fields - Howard Lutnick, Commerce Secretary

➡️Japanese clothing company ANAP Holdings Inc. bought 35 Bitcoins worth $3.3 million. ANAP now holds 51.7 BTC, joining Japan’s growing corporate Bitcoin treasury movement.

➡️Semler Scientific adds 165 BTC for $15.7M, bringing total holdings to 3,467 BTC. The company reports a 23.8% BTC yield year-to-date.

➡️The Bitcoin hashrate has already surged over 17% since the start of the year.

➡️'This shattered a major myth for me: gold production isn’t slowing down—it’s accelerating. According to NYDIG, annual gold mining has been steadily increasing over time, about 1.6% per year, thanks to better extraction technology. In fact, 2024 saw a 1% year-over-year increase, setting an all-time high in gold output (World Gold Council). So why do so many still believe the outdated narrative that gold is becoming harder to find? The truth is: gold is effectively unlimited in supply—we just get better at digging it up. If that surprises you, you're probably not nearly bullish enough on Bitcoin.' - Robert Hefner

On the 30th of April:

➡️The Bank of Italy identifies Bitcoin as an emerging risk factor with concerns for the financial system.

"The strong growth of Bitcoin and other crypto-assets with high price volatility means risks not only for investors but also potentially for financial stability, given the growing interconnections between the digital asset ecosystem, the traditional financial sector, and the real economy,”

Tell me you are scared of Bitcoin without telling me you are scared of Bitcoin.

➡️4 major wirehouses managing $10 TRILLION to start offering Bitcoin ETFs to clients this year, says BitWise CIO Matt Hougan. Merrill Lynch, Morgan Stanley, Wells Fargo, and UBS are coming to the party.

➡️Roswell, New Mexico, becomes the 1st United States city to launch a strategic Bitcoin reserve.

➡️BlackRock’s Bitcoin ETF IBIT has hit 600,000 BTC!

➡️Semler Scientific bought 165 Bitcoins worth $15.7m. They now hold 3,467 BTC on their balance sheet.

➡️Bitcoin News: 'El Salvador is still buying Bitcoin despite an IMF loan deal that required it to stop. Economy Minister Maria Luisa Hayem confirmed ongoing accumulation, calling Bitcoin “an important project” and a key asset for both the government and private sector.'

➡️New whales are buying Bitcoin faster than ever before!

➡️'ZachXBT says the $330M Bitcoin theft involved an elderly U.S. victim targeted by social engineering. The stolen 3,520 BTC were laundered through six exchanges and swapped into Monero, triggering a 50% price spike due to thin liquidity.' -Bitcoin News

On the 1st of May:

➡️North Carolina Bitcoin Reserve Bill has passed the House! This bill enables state retirement funds to invest up to $ 13 B.

➡️Tether’s latest attestation states the company holds $7.6 billion in Bitcoin.

➡️Europe's largest Bitcoin treasury company, The Blockchain Group, aspires to hold 1% of the total Bitcoin supply by 2033.

➡️FiatHawk: 'Central banks create fake money to buy real gold, and we’re supposed to pretend this isn’t theft. The game is rigged. Their paper is trash. Gold knows it. Bitcoin ends it. Stop believing the lie.

When the debt bubble collapses, only sound money with zero counterparty risk matters. Currently, sound money is less than 5% of debt money, and Bitcoin is so tiny it is barely visible on the chart. Stay humble and keep stacking.'

On the 2nd of May:

➡️ Regarding the whole OP_Return debate.

Grok: ++Key Points: ++

The OP_RETURN debate in Bitcoin centers on whether its blockchain should store data beyond financial transactions, with ongoing controversy.

It began in 2010 with concerns about blockchain bloat, intensified in 2014 with the "OP_Return Wars," and continues today.

Research suggests the debate reflects a balance between Bitcoin's monetary purpose and potential for broader applications like Dapps.

Compromises, like setting a 40-byte limit in 2014, aimed to address concerns but didn't fully resolve tensions, influencing platforms like Ethereum.

++Background++ OP_RETURN is a Bitcoin script opcode allowing small data storage in transactions, useful for timestamping or Dapps, but raising concerns about blockchain bloat.

++Historical Context++

The debate started in 2010 with the BitDNS proposal, where Satoshi Nakamoto worried about scalability, leading to Namecoin. It peaked in 2014 with Counterparty's use, leading to a 40-byte limit compromise, later adjusted to 83 bytes by 2016.

++Recent Developments++ By 2018-2019, high OP_RETURN usage (20% of transactions) sparked fee debates, but usage has since declined, though data remains, with recent 2023 controversies over size limits.

If you are interested in Bitcoin, then you should check out the following video.

Great video from @GrassFedBitcoin explaining the current OP_RETURN situation. The choice isn’t between bloating the UTXO set or increasing OP_RETURN, it’s whether we normalize spam or we reject it. Is Bitcoin for data storage or financial transactions? https://www.youtube.com/watch?v=15biQH1H140 Every Bitcoiner needs to see this! Vires in Numeris.

A great counterargument by Seth for Privacy:

https://x.com/sethforprivacy/status/1919003009880616976

Personally, I tend to agree with Seth.

To sum it up:

If you are running a node, you should switch from Core to Knots immediately. It's very straightforward, and you don't need to redo the initial block download.

If you arent running a node you are a leech and need to get your shit together.

➡️Tether CEO defends skipping MiCA, calling EU stablecoin rules “very dangerous.” Ardoino: “The European Central Bank is more interested in pushing the digital euro to control people and how they spend their money.”

On the 3rd of May:

➡️Arizona Governor Katie Hobbs has vetoed the state’s Strategic Bitcoin Reserve legislation after it was passed by the House and Senate. She states: “Arizonans’ retirement funds are not the place for the state to try untested investments like virtual currency.”

Apparently, the Arizona State Retirement System already holds 53,097 shares of MSTR. You can’t make this shit up.

➡️Vitalik Buterin: 'One of the best things about Bitcoin is how simple it is. This simplicity has lots of benefits. Let's bring those benefits to Ethereum.' Almost like Bitcoin is eh......(checks notes)......better tech. Just use Bitcoin, dumbfuck! 'It's only taken a decade, but Ethereum's creator is having an inkling that he never should have created Ethereum, which destroyed billions of precious capital and instead focused on Bitcoin.' - Vijay Boyapati

There is no second best!

On the 4th of May:

➡️Eli Nagar:

Heads up, Bitcoin holders: The EU will ban anonymous crypto accounts by July 2027. Every transaction above €1,000 will need your ID. Privacy is becoming extinct. Every new restriction is a marketing campaign for Bitcoin. “Hi, we’re the EU. We’ll surveil you, control your money, and criminalise privacy.” By doing that, they have decided to help promote the black market...great work, EU! Oh, and remember, the EU can't ban what it has no control over: hold your own private keys.

➡️Cumulative inflows into the Bitcoin ETFs have hit a fresh ATH of $ 40.62 B.

On the 5th of May:

➡️Brown University invested $4.9M in Bitcoin via BlackRock's IBIT, as disclosed in a recent SEC filing. The university owns 105K IBIT shares ($5.8M), 2.3% of Brown's reported $216M equity holdings.

➡️Strategy acquires 1,895 BTC for $180.3 million at an average price of $95,167 per bitcoin. As of May 4, 2025, they hold 555,450 BTC acquired for $38.08 billion at an average price of $68,550 per bitcoin.

🎁If you have made it this far, I would like to give you a little gift, well, in this case, two gifts:

Smitty's Bitcoin Retirement Guide:

"Helping you develop a better Bitcoin stacking target for life planning." - Sminston With This is a fantastic tool. Very, very useful. I will keep mentioning it. Bitcoin is a savings vehicle. Period!

https://x.com/sminston_with/status/1917605539279954391

The best kind of retirement starts in diapers and ends in diapers, so start now.#nofinancialadvice

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 28.04.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5xcerzv3nxuun2de52dl4fc

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 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 28.04.2025

🧠Quote(s) of the week:

'We are watching the greatest transfer of wealth in the history of the world. You are either on the right side, or you are not..... This is for all of the marbles.' - Lawrence Lepard

“Well, well, well… how the turntables.” ~Michael Scott

🧡Bitcoin news🧡

42,000 BTC taken off exchanges in the last month. ETFs bought 4,500 BTC yesterday (21st of April), and gold is doing all-time highs every day. Something is brewing.

On the 21st of April:

➡️Oregon Attorney General Dan Rayfield sues Coinbase over unregistered securities sales.

➡️It makes sense that capital will flow from real estate to Bitcoin.

Over 20 years:

$100K in Bitcoin at 30% CAGR = $19M.

$100K in real estate at 10% CAGR = only $670K.

The difference in potential long-term returns is astronomical.

On the 22nd of April:

➡️The Swiss National Bank is loading up big on Saylor’s Strategy

➡️Bitcoin is following the money/M2

➡️The first time Bitcoin hit $88,000 (Nov 11), Ethereum was trading at $3377. Today, with Bitcoin trading at $88,000, Ethereum is trading at $1562 (-54%). Incredible, yet so unsurprising.

➡️American Funds Has Bought 3.3 Million Strategy₿ Stocks For 1.03 Billion Dollars At A Average Price Of $307.5 Per Share In Q1 2025.

➡️The market dominance of Bitcoin continues to rise.

➡️ Bitcoin surges above $90,000 for the first time since March 7th.

➡️Pro-Bitcoin Paul Atkins was officially sworn in as the new SEC Chair.

➡️US Bitcoin ETFs posted their strongest inflow day, ETFs bought $381 MILLION worth of BTC, since January yesterday.

On the 23rd of April:

➡️Cantor Fitzgerald, Tether, and SoftBank are forming a $3B Bitcoin investment vehicle, with Tether contributing $1.5B in BTC. Bitfinex and SoftBank will add $600M and $900M. Modeled after Saylor’s playbook, the firm aims to absorb billions in Bitcoin. Jack Mallers to be the CEO of SoftBank, Cantor, Tether, and Bitfinex's "multibillion-dollar bitcoin acquisition vehicle". Twenty-One is set to launch with 42,000+ BTC.

'Masayoshi Son's biggest Bitcoin bet yet. In 2017, Softbank's Son personally bought ~$200M of Bitcoin near the top, then sold months later, reportedly losing over $130M. Earlier this year, SoftBank invested $50M in Cipher Mining, acquiring approximately 10.4 million shares (3%) to support HPC data center development and entering into a month-exclusive negotiation for data center space which was never completed. This time, it looks like the bet from one of big tech's most infamous risk takers can't be unwound so easily.' - Matthew Sigel

Hello, game theory!

Sam Callahan:

'A Bitcoin treasury company with:

– Cantor’s institutional Rolodex & capital markets expertise

– Tether’s profitability & technological expertise

– SoftBank’s huge war chest & portfolio of companies

– Jack Mallers’ energy & leadership

A serious player just entered the fray.'

Let the games begin. Food for thought. A great read by Adam Livingston: “Bitcoin’s next leg up won’t be demand-driven. It will be capital-structured. Engineered. Manufactured. Monetized.” https://x.com/AdamBLiv/status/1915220871699890312

'This all is great for Number Go Up. Not so great for Freedom Go Up. Basically a company that sells you stocks (paper bitcoin) and they own the bitcoin. You can do better: self-custody bitcoin. You'll make more profit, no third party risks.' - Anita Posh

Do you remember last week's quote by Jameson Lopp:

'The "Bitcoin Corporate Treasury" narrative is a foot gun if it's not accompanied by the sovereignty via self-custody narrative. Number Go Up folks are pitching companies to funnel their funds into a handful of trusted third parties. Systemic Risk Go Up.'

➡️CarlBMenger:'Bitcoin hit a new ATH against the NASDAQ. The decentralized revolution just outran Wall Street’s elite. The people’s protocol is winning.'

➡️Mara: Our gas-to-power network has eliminated CO₂ equivalent emissions on par with removing 6,800 gasoline vehicles from the road for a full year—while simultaneously lowering energy costs. Learn more from our recent blog post: https://www.mara.com/posts/mara-energizes-full-25-mw-micro-data-center-initiative-powered-by-associated-natural-gas

Daniel Batten: "MARA recently joined 28 other Bitcoin mining companies who collectively mitigate 3.5 Million Tonnes of CO2e emissions per year by using previously flared gas or vented gas as their fuel source ... and have now scaled up fast to 25MW of flare-gas powered mining!"

From energy vampires to green energy producers. Bitcoin miners are changing the world.

➡️M2 money supply has now been expanding at 4.1%. After reaching its deepest contraction in 65 years. This is very constructive for the markets.

One month later, right on schedule... and this is before the Fed, ECB, PBOC, and BOJ start easing.

➡️As of April 23, 87.3% of Bitcoin's circulating supply was in profit.

On the 24th of April:

➡️Someone just moved 50 Bitcoins they mined 15 years ago under $0.10. Now worth $4.75M.

➡️Panama City officially signs a deal with a local bank to process municipal payments in Bitcoin.

➡️Swiss citizens have stepped up calls for the Swiss National Bank to buy Bitcoin, saying the global economic turmoil triggered by U.S. President Donald Trump's tariffs made it more important for the central bank to diversify its reserves.

➡️Fidelity Digital Assets said public companies buying Bitcoin are dropping the supply on exchanges and this will accelerate further. Bitcoin exchange balances are at the lowest levels since late 2018.

➡️US ETFs purchased a whopping 10,740 BTC yesterday. That’s 24,534 BTC last 3 business days. When these guys buy, they buy heavy. Time is running out to “get some / get yours”

➡️Ruya just became the first Islamic bank worldwide to enable customers to buy Bitcoin.

➡️Metaplanet purchases an additional 145 $BTC, and total holdings reach 5,000 BTC.

➡️Publicly traded HK Asia Holdings Limited to raise HK$65,498,320 to buy more Bitcoin.

➡️ARK Invest updates their 2030 Bitcoin price prediction to $2.4 million.

On the 25th of April:

➡️Bitcoin Energy Value is at $130K. We are one year post Halving and Bitcoin is trading at a whopping 40% discount to its intrinsic value.

➡️Banks are now free to begin supporting Bitcoin. Your local neighborhood bank in America can now buy, sell, and hold Bitcoin. On April 24, the Federal Reserve withdrew its previous letters that had forced banks to get special regulatory permission first for any Bitcoin service, preventing the technology adoption.

https://i.ibb.co/rGmB6yw7/Gp-YUXl-VXw-AADpqs.jpg" class="embedded-image" loading="lazy">

➡️CitiBank, one of the largest US banks, will soon allow its customers to invest in "bitcoin and various cryptocurrencies" directly from their bank accounts, per WSJ.

➡️'Norway’s sovereign wealth fund didn’t want to invest in bitcoin, saying it’s “too risky.” Now they have reported a loss on “safe” tech investments. Irony level: $40 billion -Eli Nagar

➡️Semler Scientific acquires 111 more bitcoins for $10 million, bringing its total holdings to 3,303 BTC. The company has generated a 23.5% Bitcoin yield year-to-date.

➡️BlackRock bought $1.2 Billion of Bitcoin this week and now holds 2.77% of the entire BTC supply.

➡️Monthly DCA in BTC beats Monthly DCA in SPY at any time. Here is an overview of how much annual return would have generated a Monthly DCA, from January or July in the last 5 years, both in SPY and in Bitcoin.

➡️The Swiss National Bank rejects a proposal to hold Bitcoin, saying it "does not meet the high requirements" for national currency reserves. HFSP!

On the 26th of April:

➡️61,178 Bitcoin were withdrawn from exchanges this week!

On the 27th of April:

➡️The IMF confirmed Tuesday that El Salvador has upheld its commitment to stop bitcoin accumulation by its fiscal sector. "I can confirm that El Salvador continues to comply with its commitment to not hoard bitcoin by the fiscal sector in general, which is our performance criterion," - Rodrigo Valdés, director of the Western Hemisphere at the IMF

But yet, the El Salvadoran government publicly claims they are still stacking sats... Somebody is lying.

➡️Arizona's two Bitcoin Reserve Bills have their third reading and potential FINAL vote tomorrow. We may be looking at a State's first SBR across the line.

➡️'Cardone Capital is accumulating BTC from its real estate holdings to create a public Real Estate/BTC REIT. We are on our 4th Fund with current acquisitions adding 350 BTC.' - Grant Cardone

🎁If you have made it this far I would like to give you a little gift, well in this case two gifts:

Post of the month by Joe Consorti:

https://x.com/JoeConsorti/status/1915145534630969459

Fantastic analysis. Poetic macro analysis rooted in Bitcoin. Most won’t read the whole post. My advice, is please do it.

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 21.04.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5x56rgvfjxuerxvp4x0t59k

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 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 21.04.2025

🧠Quote(s) of the week:

'The "Bitcoin Corporate Treasury" narrative is a foot gun if it's not accompanied by the sovereignty via self-custody narrative. Number Go Up folks are pitching companies to funnel their funds into a handful of trusted third parties. Systemic Risk Go Up.' - Jameson Lopp

Lopp is spot on!

The Bitcoin network is a fortress of digital power backed by 175 terawatt-hours (TWh)—equivalent to 20 full-scale nuclear reactors running continuously 24 hours per day, 365 days per year—making it nation-state-level resistant and growing stronger every day. - James Lavish

🧡Bitcoin news🧡

Konsensus Network

On the 14th of April:

➡️ Bitcoin ETFs are bleeding out. Not a single inflow streak since March.

➡️'There are now just a bit less than 3 years left until the next halving. The block reward will drop from 3.125 BTC to 1.5625 BTC. Plan accordingly.' - Samson Mow

➡️Bitcoin is the new benchmark. Bitcoin has outperformed the S&P 500 over the past 1-, 2-, 3-, 4-, 5-, 6-, 7-, 8-, 9-, 10-, 11-, 12-, 13-, and 14-year periods.

You cannot consider yourself a serious investor if you see this data and ignore it. Never been an asset like it in the history of mankind. But that is from an investor's perspective...

Alex Gladstein: "While only certain credentialed individuals can own US stocks (a tiny % of the world population) — anyone in the world, dissident or refugee, can own the true best-performing financial asset. "

➡️New record Bitcoin network hashrate 890,000,000,000,000,000,000x per second.

➡️The Korea Exchange has experienced its first bitcoin discount in South Korea since December 2024.

➡️Every government should be mining Bitcoin, say Bhutan's Prime Minister - Al Jazeera "It's a simple choice that's earned billions of dollars. Mining makes tremendous sense."

On the 15th of April:

➡️'Owning 1 Bitcoin isn’t a trade... - It’s a power move. - A geopolitical hedge. - A once-per-civilization bet on the next monetary regime. If you have the means to own one and don’t… You’re not managing risk. You’re misreading history.' -Alec Bakhouche

Great thread: https://x.com/Alec_Bitcoin/status/1912216075703607448

➡️The only thing that drops faster than new ETH narratives is the ETH price. Ethereum is down 74% against Bitcoin since switching from PoW to PoS in 2022.

Piere Rochard: "The theory was that on-chain utility would create a positive fly-wheel effect of demand for holding ETH. The reality is that even if (big if) you need its chain utility, you don’t actually need to hold ETH, you can use stablecoins or wBTC. There’s no real value accrual thesis."

If you're still holding ETH, you're in denial. You watched it slide from 0.05 to 0.035. Now it's circling 0.02 and you're still hoping? That's not a strategy—that's desperation. There is no bounce. No cavalry. Just a crowd of bagholders waiting to offload on the next fool. Don’t be that fool. Everyone’s waiting to dump, just like you.

For example. Galaxy Digital deposited another 12,500 $ETH($20.28M) to Binance 10 hours ago. Galaxy Digital has deposited 37,500 $ETH($60.4M) to Binance in the past 4 days. The institutional guys that were pushing this fraud coin like the Winklevoss brothers and Novogratz (remember the Luna fiasco?!) are ejecting. If you're still holding, no one to blame but yourself.

Take the loss. Rotate to BTC.

Later, you can lie and say you always believed in Bitcoin. But right now, stop the bleeding.

You missed it. Accept that. Figure out why.

P.S. Don’t do anything stupid. It’s just money. You’ll recover. Move smarter next time.

➡️And it is not only against ETH, every other asset is bleeding against BTC because every other asset is inferior to BTC. Did you know Bitcoin's 200-week moving average never declines? It always rises. What does this suggest? 'This is the most significant chart in financial markets. It's Bitcoin - measured with a 200-week moving average (aka 4 years at a time). Zoom out, and the truth becomes crystal clear: Bitcoin has never lost purchasing power. What does this hint at? Bitcoin is the most reliable savings technology on Earth.' - Cole Walmsley

Proof: https://x.com/Cole_Walmsley/status/1912545128826142963

➡️SPAR Switzerland Pilots Bitcoin and Lightning Network Payments Zurich, Switzerland – SPAR, one of the world’s largest grocery retail chains, has launched a pilot program to accept Bitcoin and Lightning Network payments at select locations in Switzerland.

With a global presence spanning 13,900 stores across 48 countries, this move signals a significant step toward mainstream adoption of Bitcoin in everyday commerce.

➡️$110 billion VanEck proposes BitBonds for the US to buy more Bitcoin and refinance its $14 trillion debt.

➡️'A peer-reviewed study forecasts $1M Bitcoin by early 2027—and up to $5M by 2031.' -Simply Bitcoin

On the 17th of April:

➡️ Every one of these dots is flaring gas into the atmosphere and could be mining Bitcoin instead of wasting the gas and polluting the air.

Thomas Jeegers: 'Each of these flare sites is a perfect candidate for Bitcoin mining, where wasted methane can be captured, converted into electricity, and monetized on the spot. No need for new pipelines. No need for subsidies. Just turning trash into treasure. Yes, other technologies can help reduce methane emissions. But only Bitcoin mining can do it profitably, consistently, at scale, and globally. And that’s exactly why it's already happening in Texas, Alberta, Oman, Argentina, and beyond. Methane is 84x more harmful than CO₂ over 20 years. Bitcoin is not just a monetary revolution, it's an environmental one.'

➡️Bitcoin market cap dominance hits a new 4-year high.

➡️BlackRock bought $30 million #Bitcoin for its spot Bitcoin ETF.

➡️Multiple countries and sovereign wealth funds are looking to establish Strategic Bitcoin Reserves - Financial Times

Remember, Gold's market cap is up $5.5 TRILLION in 2025. That's more than 3x of the total Bitcoin market cap. Nation-state adoption of Bitcoin is poised to be a pivotal development in monetary history...eventually.

➡️'In 2015, 1 BTC bought 57 steaks. Today, 7,568. Meanwhile, $100 bought 13 steaks in 2015. Now, just 9. Stack ₿, eat more steak.' Priced in Bitcoin

➡️'The Math:

At $91,150 Bitcoin flips Saudi Aramco

At $109,650 Bitcoin flips Amazon

At $107,280 Bitcoin flips Google

At $156,700 Bitcoin flips Microsoft

At $170,900 Bitcoin flips Apple

At $179,680 Bitcoin flips NVIDIA

Over time #Bitcoin flips everything.' -CarlBMenger

➡️Will $1 get you more or less than 1,000 sats by the fifth Halving? Act accordingly. - The rational root Great visual:

➡️Bhutan’s Bitcoin Holdings Now Worth 30% of National GDP: A Bold Move in the Bitcoin Game Theory

In a stunning display of strategic foresight, Bhutan’s Bitcoin holdings are now valued at approximately 30% of the nation’s GDP. This positions the small Himalayan kingdom as a key player in the ongoing Bitcoin game theory that is unfolding across the world. This move also places Bhutan ahead of many larger nations, drawing attention to the idea that early Bitcoin adoption is not just about financial innovation, but also about securing future economic sovereignty and proof that Bitcoin has the power to lift nations out of poverty.

Bhutan explores using its hydropower for green Bitcoin mining, aiming to boost the economy while maintaining environmental standards. Druk Holding's CEO Ujjwal Deep Dahal says hydropower-based mining effectively "offsets" fossil fuel-powered bitcoin production, per Reuters.

➡️Barry Silbert, CEO of Digital Currency Group, admits buying Coinbase was great, but just holding Bitcoin would’ve been better. Silbert told Raoul Pal he bought BTC at $7–$8 and, "Had I just held the Bitcoin, I actually would have done better than making those investments."

He also called 99.9% of tokens “worthless,” stressing most have no reason to exist.

No shit Barry!

➡️Bitcoin hashrate hits a new ATH.

Bitcoin hashrate hit 1ZH/s. That’s 1,000,000,000,000,000,000,000 hashes every second. Good luck stopping that! Bitcoin mining is the most competitive and decentralized industry in the world.

➡️¥10 Billion Japanese Fashion Retailer ANAP Adds Bitcoin to Corporate Treasury Tokyo, Japan – ANAP Inc., a publicly listed Japanese fashion retailer with a market capitalization of approximately ¥10 billion, has officially announced the purchase of Bitcoin as part of its corporate treasury strategy.

“The global trend of Bitcoin becoming a reserve asset is irreversible,” ANAP stated in its announcement.

➡️El Salvador just bought more Bitcoin for their Strategic Bitcoin Reserve.

➡️Only 9.6% of Bitcoin addresses are at a loss, a rare signal showing one of the healthiest market structures ever. Despite not being at all-time highs, nearly 90% of holders are in profit, hinting at strong accumulation and potential for further upside.

On the 18th of April:

➡️Swedish company Bitcoin Treasury AB announces IPO plans, aiming to become the 'European version of MicroStrategy'. The company clearly states: "Our goal is to fully acquire Bitcoin (BTC)."

➡️Relai app (unfortunately only available with full KYC) with some great Bitcoin marketing.

➡️Arizona's Bitcoin Reserve Bill (SB 1373) has passed the House Committee and is advancing to the final floor vote.

➡️Simply Bitcoin: It will take 40 years to mine the last Bitcoin. If you're a whole corner, your grandchildren will inherit the equivalent of four decades of global energy. You're not bullish enough.

➡️Meanwhile in Slovenia: Slovenia's Finance Ministry proposes to introduce a 25% capital gains tax on bitcoin profits.

➡️ In one of my previous Weekly Recaps I already shared some news on Breez. Now imagine a world where everyone can implement lightning apps on browsers...with the latest 'Nodeless' release Breez is another step towards bringing Bitcoin payments to every app. Stellar work!

Breez: 'Breez SDK Now Supports WASM We’re excited to announce that Nodeless supports WebAssembly (WASM), so apps can now add Bitcoin payments directly into browsers and node.js environments. Pay anyone, anywhere, on any device with the Breez SDK.

Our new Nodeless release has even more big updates → Minimum payment amounts have been significantly reduced — send from 21 sats, receive from 100. Now live in Misty Breez (iOS + Android). → Users can now pay fees with non-BTC assets like USDT. Check the release notes for all the details on the 0.8 update.'

https://github.com/breez/breez-sdk-liquid/releases/tag/0.8.0

https://bitcoinmagazine.com/takes/embed-bitcoin-into-everything-everywhere Shinobi: Bitcoin needs to be everywhere, seamlessly, embedded into everything.

➡️Despite reaching a new all-time high of $872B, bitcoin's realized market cap monthly growth slowed to 0.9%, signaling continued risk-off sentiment, according to Glassnode.

On the 19th of April:

➡️Recently a gold bug, Jan Nieuwenhuijs (yeah he is Dutch, we are not perfect), stated the following: 'Bitcoin was created by mankind and can be destroyed by mankind. Gold cannot. It’s as simple as that.'

As a reply to a Saylor quote: 'Bitcoin has no counterparty risk. No company. No country. No creditor. No currency. No competitor. No culture. Not even chaos.'

Maybe Bitcoin can be destroyed by mankind, never say never, but what I do know is that at the moment Bitcoin is destroying gold like a manic.

Oh and please do know. Gold may have the history, but Bitcoin has the scarcity.

In 2013, you couldn't even buy 1 ounce of gold with 1 Bitcoin.

Then in 2017, you could buy 9 ounces of gold with 1 Bitcoin.

Today you can buy 25 ounces of gold with 1 Bitcoin.

At some point, you'll be able to buy 100 ounces of gold with 1 Bitcoin.

➡️Investment firm Abraxas Capital bought $250m Bitcoin in just 4 days.

On the 20th of April:

➡️The Bitcoin network is to be 70% powered by sustainable energy sources by 2030.

➡️FORBES: "Converting existing assets like Fort Knox gold into bitcoin makes sense. It would be budget-neutral and an improvement since BTC does everything that gold can, but better" Go on Forbes, and say it louder for the people at the back!

On the 21st of April:

➡️Bitcoin has now recovered the full price dip from Trump's tariff announcement.

➡️Michael Saylor's STRATEGY just bought another 6,556 Bitcoin worth $555.8m. MicroStrategy now owns 2.7% of all Bitcoin in circulation. At what point do we stop celebrating Saylor stacking more?

On the same day, Metaplanet acquired 330 BTC for $28.2M, reaching 4,855 BTC in total holdings.

➡️'Northern Forum, a non-profit member organization of UNDP Climate Change Adaptation, just wrote a well-researched article on how Bitcoin mining is aiding climate objectives (stabilizing grids, aiding microgrids, stopping renewable waste)' -Daniel Batten

https://northernforum.net/how-bitcoin-mining-is-transforming-the-energy-production-game/

🎁If you have made it this far I would like to give you a little gift, well in this case two gifts:

Bitcoin Nation State Adoption Paradox - A Trojan Horse with Alex Gladstein. Exploring the paradoxes of Bitcoin adoption in nation-states and its radical role in human rights, freedom, and financial sovereignty. https://youtu.be/pLIxmIMHL44

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 16.04.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5xsurxv33xuunsde58vxy0s

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 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 16.04.2025

🧠Quote(s) of the week:

'Let me understand…

I saved 30% of my income in Bitcoin over the last five years at an average price of $30,000. I now have 4.25 years of my income in savings.

Within 5 years, bitcoin goes to $500,000. I now have 25 years of my income in savings. I stop saving at this point and simply live off 100% of my income, avoiding selling any Bitcoin.

Within 15 years, Bitcoin goes to $15,000,000. I now have 750 years of my income in savings. I retire and live on >10x my yearly income for the rest of my life, and pass on generational wealth to my children.

Let me understand… why you didn’t listen to the maxis.' - Bit Paine

🧡Bitcoin news🧡

On the 7th of April:

➡️'Bitcoin has retraced to the 350DMA at ~$76,000! Historically, one of the strongest levels of support for Bitcoin during bull cycles...' - Bitcoin Magazine Pro

➡️ 'Tuttle just filed for a first-of-its-kind ETF: a Double Short MicroStrategy ETF. It aims to profit by shorting both the 2x long ($MSTU) and 2x short ($MSTZ) MSTR ETFs, betting on their decay from daily resets.' - Bitcoin News

➡️3$ billion community bank Union Savings discloses first Bitcoin exposure.

➡️The Rational Root: Bitcoin would have to fall below $64K by next week for the spiral chart to cross the 2021 cycle's first peak (~$64K on Apr 13) Well, that didn't happen. So for now the chart is still valid.

Meanwhile, PlanB was only off by about $320k so far for his April price prediction. Yikes! (I have to admit I fully bought into three S2F models when he came out with it back in 2018)

Personally, I am not fixed on the short-term price, listening to any crypto influencer's "prediction" is like believing in Santa Claus. (Almost) all TA is wrong, very little is useful in the end, and nobody knows shit..including myself.

➡️WHITE HOUSE: “The reserve function of the dollar has caused persistent currency distortions” We’re moving toward a global, distributed, neutral reserve asset for all. You have never needed Bitcoin more than at this moment.

On the 8th of April:

➡️'Bitcoin's hashrate surpassed 1 zetahash for the first time earlier this week. This means that, in aggregate, miners around the world produced 10^21 hashes per second for some time. 1 sextillion hashes. 1,000,000,000,000,000,000,000.' -TFTC

➡️'Strategy paused Bitcoin buys last week and clarified that shareholders don’t own its BTC. Not your keys, not your coins.' -TFCT Which isn't really news. Common sense: holding exposure, not ownership. "We may be required to sell bitcoin to satisfy our financial obligations, and we may be required to make such sales at prices below our cost basis or that are otherwise unfavorable."

➡️BlackRock expands Bitcoin custody beyond Coinbase. SEC filings reveal Anchorage Digital will safeguard a portion of BTC for BlackRock’s $45B iShares Bitcoin Trust. BlackRock cites the move as part of its “ongoing risk management” and growing presence in digital assets.

➡️Phoenix Wallet is back in the USA. Why are they back?

'We welcome the "Ending Regulation By Prosecution" memo by the US DAG, and the clarity it provides for developers and operators of Bitcoin software. This is consistent with Executive Order 14178 which recognized the importance of "protecting and promoting the ability of individual citizens and private-sector entities alike to [...] develop and deploy software [and] transact with other persons [...] and to maintain self-custody". We are happy to make our products available again in the USA.'

➡️The World Food Program USA now accepts bitcoin! WFP is the world’s largest humanitarian organization and part of the United Nations. Chief Philanthropy Officer says, “Embracing new technologies like cryptocurrency isn’t just a choice—it’s necessary.”

➡️Mastercard partners with Kraken to allow European users to spend Bitcoin at over 150 million merchants worldwide.

On the 9th of April:

➡️VanEck confirms that China and Russia are settling energy trades in Bitcoin. On top of that, the $115 billion VanEck stated on President Trump's tariffs the following: "Bitcoin is evolving from a speculative asset into a functional monetary tool—particularly in economies looking to bypass the dollar and reduce exposure to U.S.-led financial systems."

Meanwhile on the same day...

➡️The United States Secretary of the Treasury Scott Bessent just ended his speech this morning by saying, “We will take a close look at regulatory impediments to the blockchain, stablecoins, and new payment systems”

➡️Pakistan plans to allocate part of its surplus electricity to Bitcoin mining, Reuters reports.

➡️'In the Swedish Parliament: “No plans for a national Bitcoin reserve – that wouldn’t be wise. We will focus on safe assets that can help us in times of crisis.” A “safe” asset—or an asset to control? Bitcoin is neutral, borderless, and unconfiscatable. It’s the hedge modern nations need.' - BT-Chick

Watch the video here

What are safe assets? Does the S&P have more volatility? US treasuries? haha How can something be more liquid than Bitcoin which trades 24/7/365 on a global scale? What is "safe" is keywords for centralized and controlled. I am not surprised though, they are one of the most conservative countries in the world, HFSP! Tack!

On a side note, Christian Ander on X: "Meeting with an MP on Monday to push the idea of a Swedish Bitcoin reserve. Interest is growing across parties—but still a "no" for now. This has never been discussed this much in Parliament. Clear trend: younger MPs are driving it, and older ones blocking it. Vote accordingly."

➡️The world’s largest credit ratings agency, S&P Global Ratings says, ‘We are focused on Bitcoin. We are focused on its characteristics as an alternative form of money, and the fact it’s decentralized and geopolitically neutral. We are starting to see adoption’ - Reuters Business

➡️Laurastacksats gave a lesson about Bitcoin to an economics class at the University of Bologna, in Italy: the oldest university in the world.

➡️ On this day, Bitcoin accumulation addresses received 48,575 BTC, the largest single-day inflow since February 2022, per CryptoQuant.

On the 10th of April:

➡️'After utterly massive outperformance in the years and decades prior, Warren Buffett's Berkshire Hathaway is about even with simply owning gold since 1998, or about 27 years ago.' - Lyn Alden

if you want to understand what interest rates do to investors, this tweet and graph would be a good immediate transmission on the nature of fake economies. Just be like Warren Buffet, without all the work. Just buy and hold a store of value. Bitcoin!

➡️The $30 billion public company founded by Jack Dorsey, Blocks, just released an open-source dashboard to make Bitcoin more accessible and transparent for corporate treasuries, helping lower the operational barriers for companies looking to add Bitcoin to their balance sheets.

➡️'The S&P 500 is as volatile as Bitcoin now, (and a day later) the S&P 500 is now more volatile than Bitcoin. A 77% standard deviation is NUTS, it's normally 10-15%.' - Eric Balchunas

Stocks merely adopted the volatility. Bitcoin was born in it. No more excuses for TradFi for saying Bitcoin is too volatile.

For those who think Bitcoin is too volatile.

➡️'One of these things is not like the others. Change in currency supply (updated through 2024): bitcoin vs. global reserve currencies.' -Peter Parker

➡️S&P Global: “Bitcoin holdings may provide a hedge against long-term debasement of fiat currency through inflation, due to bitcoin's finite supply. Its value may also be driven by geopolitical factors if its security and decentralized nature lead to its increasing adoption as a reserve asset.”

➡️Parker Lewis: With or without Bessent, the Fed is functionally leveraging the US financial system by draining the system of dollar liquidity. Taking out dollars doesn't make the debt go away. Eventually, it breaks and the Fed will have to print even more money. It goes on and on until...Bitcoin.

➡️Florida's House Bill 487 unanimously passed the House Insurance and Banking Subcommittee, proposing to allow the investment of up to 10% of key public funds in Bitcoin. The bill must now clear three more committees before reaching the full House and Senate for a vote.

➡️US investors are increasingly buying Bitcoin as a hedge against a weakening dollar, reflecting broader concerns about capital exodus from US financial markets, per 10x Research. "it remains premature to adopt a bullish stance."

On the 11th of April:

➡️Pakistan plans to leverage part of its 10,000 megawatts in surplus electricity for Bitcoin mining, per News Desk.

➡️Arizona PASSES Bitcoin Mining Rights Bill! The bill protects anyone running a node or mining digital assets from zoning or usage bans. Voted 17 - 12 in favor!

➡️'Former UK Prime Minister Liz Truss says Bitcoin is “a tool for taking power away from government.” “The bureaucracy knows perfectly well that it is an antidote to their power which is why they hate it.” - Simply Bitcoin

On the 12th of April:

➡️The White House official says. The U.S. may tap gold reserves to buy Bitcoin. If there is any gold in reserve of course! And this is only one senior White House official hinting...

On the 13th of April:

➡️Bitcoin outperforms the NASDAQ in every single timeframe. Bear in mind, that the NASDAQ outperforms the S&P 500, Dow Jones, and Gold. Outperforming short-term in a correction is impressive. Outperforming long-term is simply expected. In the end, everything is going to zero against Bitcoin.

➡️'Trump’s exemption of phones, laptops, and chips from his 145% China tariffs spares HS code 8471, which covers Bitcoin miners. This is a major win for US Bitcoin mining companies, who were staring down crippling price hikes on new rigs.' -Bitcoin News

➡️'The Bitcoin Network just broke ONE SEXTILLION HASHES (1k EH/s) for the first time in history!! 1,000,000,000,000,000,000,000 (one thousand million million million)

FOR COMPARISON:

There are 1 sextillion grains of sand on Earth.

You could fit 615 earths in a flat layer with an area of one sextillion square centimeters.

There are about 6 sextillion cups of water in all the oceans of the world.

Bitcoin mining power is f* INSANE!' - CarlBMenger

On the 14th of April:

➡️Strategy has acquired 3,459 BTC for ~$285.8 million at ~$82,618 per Bitcoin and has achieved a BTC Yield of 11.4% YTD 2025. As of 4/13/2025, Strategy holds 531,644 Bitcoin acquired for ~$35.92 billion at ~$67,556 per bitcoin.

➡️On the same day, Japanese public company Metaplanet buys 319 Bitcoin for $26.3 million.

➡️'Tether will deploy its existing and future Bitcoin hashrate to OCEAN, the mining pool launched by Bitcoin Core developer Luke Dashjr. Tether says supporting decentralized mining is key to protecting Bitcoin’s long-term integrity.' - Bitcoin News

➡️Publicly traded HK Asia Holdings bought 10 Bitcoin worth $806,671 for its balance sheet.

➡️Public companies added 95,431 BTC to their balance sheets in Q1 2025. 12 new firms joined. Holdings now total 688K BTC worth $57B. - Bitwise

🎁If you have made it this far I would like to give you a little gift, well in this case two gifts:

In April 2023, Tuur Demeester of Adamant Research published what has become another legendary entry in his line of Bitcoin bear market reports dating back to 2012. These pages aged like wine—as important today as they were 2 years ago. Download it here:

https://www.unchained.com/how-to-position-bitcoin-boom

Lyn Alden of Lyn Alden Investment Strategy explains the connection between the capital and financial imbalances the U.S. has with the rest of the world and its trade imbalances which are under so much scrutiny by the current U.S. administration. Alden argues that turbulence in markets, particularly U.S. assets, could continue, and warns listeners not to be exposed beyond their risk limits at a juncture that could be a historic time for markets and the global economy. Recorded April 10, 2025.

https://youtu.be/TZN_eL_wubQ

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⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 07.04.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5xscrjve5xumnqdphvnpzct

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 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 07.04.2025

🧠Quote(s) of the week:

My current state of mind:

It is always the same story Government debases the currency and then blames business for profiteering and "the rich" who the Government has actually enriched. The root cause is government, and its addiction to printing money.

The DEBT crisis cannot be sustained. EU, UK, USA, China, etc., cannot continue the Ponzi scheme of printing more money to pay off old money. The previous rate for debt was 0.1%. Countries have to pay their Treasury Bonds, which will be around 4-5%. Wars start so they can all default, and then what comes after is a global financial reset. This is the information the majority of you do not understand or even look at.

Secretary of the Treasury of the United States, Scott Bessent, before the Election: “In the next few years, we are going to have some kind of grand economic reordering. Something equivalent to a new Bretton Woods. There’s a very good chance that happens in the next 4 years and I’d like to be a part of it.”

Any change of the Bretton Woods order will play in the cards of the scarce, politically neutral, immutable money: Bitcoin.

The problem has, and always will be the abuse and misuse of money by those in power. No one should ever have to work for a currency that others can print at will. The foundations are corrupted.

Our money is broken.

This is the real problem.

Until that changes, nothing changes.

Educate yourself. Study Bitcoin.

🧡Bitcoin news🧡

On the 1st of April:

➡️The value of Metaplanet’s Bitcoin treasury is now 24x larger than the market cap of the company in April 2024.

On the 2nd of April:

➡️'Foundry just mined the emptiest non-empty block in over two years, containing only 7 transactions and weighing just 5369 units. The last block weighing less than this was by Binance Pool at height 769895 in January 2023 when the mempool was similarly empty, containing only 4 transactions and weighing 4370 units.' - Mononaut

➡️Last week I mentioned that Gamestop now has $ 1.48 billion available to purchase Bitcoin.

If they invest that amount, $1.5 billion, in Bitcoin, it will make them the fourth largest Bitcoin holder among public corporations.

"

➡️Fidelity announces a no-fee Bitcoin retirement account that allows their 49 million customers to buy in Bitcoin.

➡️Publicly traded Enish announces to buy ¥100 million worth of Bitcoin.

➡️94.5% of the 21 million Bitcoin supply has been mined, based on its predictable predetermined issuance schedule—programmed in the protocol code, enforced by consensus, and verified through hundreds of thousands of globally distributed network nodes. Only 5.5% left to be mined over the next 115 years! - Wicked

➡️'Today, Breez launches Misty Breez, their latest application built using the Breez SDK. The Breez SDK was initially developed to simplify the process of integrating Lightning Network support into different consumer applications. Dozens of existing projects and companies currently build on Lightning using the SDK.

Breez:

'Lightning Made Easy → No channels. No setup fees. Just permissionless P2P payments.

Receive Offline Payments → Receive payments offline using mobile notifications.

Lightning Address Support → Accept payments with a customizable Lightning address.'

Documentation for the Breez SDK Nodeless configuration used by Misty Breez is available here. The Github for the Misty Breez implementation is available here. Lastly, for users who wish to play around with the application, an early access release is available here for Android, and here for iOS.

A direct APK download is available here.' - Bitcoin Magazine

➡️'Managing over 1.62 trillion dollars, the Bank of America CEO just said they would launch a stablecoin once it's legal. That amount of capital will disrupt all of crypto -- but, only a few networks will capture most of that value.' - Austin King

➡️'Bitcoin processed $5.5 trillion worth of transactions in Q1' - Pierre Rochard

On the 3rd of April:

➡️New Record Bitcoin Network Hashrate: 840,000,000,000,000,000,000x per second

Bitcoin mining hashrate is rapidly approaching 1 zettahash.

➡️Metaplanet Inc. raised ~$17.8 million (¥2.63 billion) in equity capital through the first two days of April to further our Bitcoin Treasury Operations.

➡️Of 2024’s Top Performing Stocks, Only Two Remain Positive in 2025 — Both Are Bitcoin Treasury Firms.

- METAPLANET

- STRATEGY

➡️Finally, Jack Dorsey's Block enables Bitcoin payments on merchant terminals. "We are working on it" - Jack

➡️The Bitcoin Fear and Greed Index is now back at "Extreme Fear".

Hodl the line people, hodl the line!

➡️'Today, the United States stock market lost $1.65 trillion. To help understand that number, it’s more than all Bitcoin combined. Not one coin—every coin. The global supply of Bitcoin is currently worth $1.63 trillion.' - Documenting Bitcoin

Just to give you one more perspective, the stock market has had the single worst day since the Covid crash. Bitcoin went as low as $3,843 during the Covid crash, and now it's $82,000. That is ~21x increase in just 5 years.

➡️Now, no matter what will happen with Bitcoin's price. Not enough people ask how much purchasing power $? will still hold by in the future. The nominal price is only part of the story.

On the 4th of April:

➡️Fortnite added a Bitcoin mine to the new map.

➡️Mastercard plans to help users send Bitcoin and cryptocurrency. "We've made a sizable bet on this," said Mastercard’s head of digital assets yesterday. The company has 3 billion cards worldwide and over 100 million places that accept them.

So you are telling me that Mastercard wants to use a p2p cash system, Bitcoin, wild. Suddenly is becoming more suddenly all of a sudden. Hello, game theory!

➡️Bitdeer releases test footage of their new Bitcoin mining computer. The SealMiner A2 Pro Hyd calculates 500,000,000,000,000 hashes per second. That's some serious computing power. Do you wonder what the energy bill looks like...

https://www.asicminervalue.com/miners/bitdeer/sealminer-a2-pro-hyd

➡️Treasury Secretary Scott Bessent admits "Bitcoin is a store of value".

In an interview with Tucker Carlson.

'Bessent was asked, "Why is Gold moving around the world right now?" After giving a one-line answer, he immediately of his own accord started saying "Bitcoin is becoming a store of value" This is quite the signpost for those with eyes to see.',

Ray Dalio was right, there's a change in world order. But it ain't China, it's Bitcoin.

➡️"Bitcoin is showing signs of breaking free from the gravitational pull of technology stocks during the financial market turmoil of the last few days." - Bloomberg

“We think Trump’s aggressive move has sped up a re-thinking of BTC’s longer-term value in a portfolio.” - Augustine Fan

On the 5th of April:

➡️The mysterious inventor of Bitcoin, going only by the username Satoshi Nakamoto, set April 5th—today—as their birthday. No one knows why for sure, but the date may be symbolic: it’s the same day the U.S. ordered citizens to turn in their gold under Executive Order.

➡️'A new Bitcoin Improvement Proposal (BIP) from developer Agustin Cruz suggests destroying unspent transaction outputs (UTXOs) to protect Bitcoin from potential quantum computer attacks. The proposal, “Quantum-Resistant Address Migration Protocol” (QRAMP), would require users to move funds to quantum-resistant wallets before a deadline or face their coins being effectively burned.' -Bitcoin News

This would mean that Satoshi either becomes active again or his/her Bitcoin is forever gone. There should never be a requirement to force move your coins. Try some other quantum-resistant approach.

Any quantum-resistant upgrade to the Bitcoin network should be a soft fork and completely optional. It is unethical to delete anyone's funds if they don't upgrade within an allotted time limit.

On the 6th of April:

➡️'Bitcoin mining difficulty recently adjusted upwards by 6.81% to an all-time high. Expect more small/medium operators to shut down as margins evaporate. Only survivors- those with ultra-cheap power or hobbyists who don't mine for profit.

'Bitcoin miners are the ultimate Bitcoin psychopaths. If you think we'll turn our miners off, you don't understand Bitcoin.' -Tomas Greif

On the 7th of April:

➡️ETH/BTC has fully retraced 5 years, now down 11% over that timeframe. This is catastrophic for the thesis that new cryptos “with more utility” can sustainably outperform the OG Bitcoin.

Willy Woo: 'ETH "ultrasound money" traded at $1569 today. It traded at $1448 in Jan 2018, thus a compounded IRR of 1.2% for a 7-year investment. I just thought I'd post this to help ETH holders as comments like these are what it takes to help an asset put in a bottom.'

➡️ Luke Broyles: '5 years ago we had a stock market crisis in 2020. Bitcoin fell 40% in one day and 65% in total. The S&P 500 fell 9.5% on that same day. Bitcoin bottomed at $4,000 then went up by 17x in the rebound from the crisis as we printed money.

If Bitcoin now falls 45% from the top and then goes up 10x in a similar timeframe, that would be a $600,000 Bitcoin in late 2026. I don’t care if Bitcoin is $50,000 or $600,000 next year. It is lower risk and more humanitarian than corporate paper.

Stocks had a higher human cost, less upside, and higher downside risk in time frames over 2 years. No matter what prices do I expect the S&P 500 to fall 80% against BTC in the next 5 years. I also suspect in 5 years $60,000 will sound as cheap as $4,000 and most will forget the pain of April 2025 like how most forgot March 2020.'

➡️ There are ~58 million millionaires in the world. And eventually, money printing will turn everyone into a millionaire. But there will only be 21 million bitcoin. 0.362 bitcoin per millionaire alive today.

➡️ Strategy discloses $5.91 billion in unrealized losses on its Bitcoin holdings for Q1 2025, according to a new SEC filing.

➡️ Cango increased its Bitcoin monthly production to 530.1 Bitcoin in March, a 12% rise, with holdings reaching 2,474.8 BTC by month-end, up from 1,944.7 BTC in February. Deployed hashrate remained at 32 EH/s, with the average operating hashrate at 30.3 EH/s.

➡️'Bitcoin's MVRV for supply in loss drops to 0.88. This downturn is milder than previous major corrections in 2018 and 2022; investors remain cautiously optimistic rather than capitulating.' -Bitcoin News

🎁If you have made it this far I would like to give you a little gift:

Start by taking 30 minutes to watch this video. Spend under 40 minutes of your time watching and showing you simply and compellingly what the problem is and the potential solution. Bitcoin.

https://www.satsvsfiat.com/en/#watch

After watching that video, I have another great video:

https://youtu.be/k3NN_NZOdhY?si=xwBkv2lRHvEdCA0y

$13 trillion on war over the past two decades: Funded by inflation, hidden taxes, and silent theft. This is how fiat money became a weapon. In this episode with Lyn Alden: 'This might have been my top interview last year. In person at a conference in Madeira. Published today. An evergreen discussion on the Broken Money thesis. The history of monetary technology and its impacts on current socioeconomic realities.'

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 01.04.2025

If you 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:

https://habla.news/a/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqqxnzde5xvmrydekx5crgd35w7gxu3

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 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 01.04.2025

🧠Quote(s) of the week:

CBDC the digital euro - a centralized solution in search of a problem. While the ECB may see it as a way to 'modernize' finance, true innovation comes from empowering individuals, not consolidating control. CBDCs are just surveillance tools disguised as innovation. Bitcoin is the only true digital money—decentralized, scarce, and free. Stack sats, not CBDCs.

🧡Bitcoin news🧡

2025

On the 24th of March:

➡️The Pakistan central bank is exploring mining Bitcoin with excess electricity.

➡️'MicroStrategy just added another 7,000 Bitcoin to their treasury. They're now holding over 506,000 BTC ($44 billion). Look at the corporate Bitcoin ownership breakdown:

MicroStrategy: 506,000+ BTC

Marathon: ~46,000 BTC (10x smaller)

Riot: ~19,000 BTC (26x smaller) That acquisition curve has gone parabolic since Q4 2024. Strategy's buying pace now rivals what we're seeing from the Bitcoin ETFs, a single public company absorbing supply at an institutional scale. Clear institutional conviction signal here.' -Ecoinometrics

➡️SQUARE CEO JACK DORSEY: "Bitcoin will make the current financial system feel as irrelevant as the fax machine."

On the 25th of March:

➡️'BITCOIN HASH-RIBBON FLASHES BUY SIGNAL

This is one of the most reliable "buy" indicators.

Significant price gains have followed 7 out of the last 7 times this indicator was triggered.' -Bitcoin Archive (foto) Bitcoin is always a buy. Just DCA.

➡️GameStop includes Bitcoin as a treasury reserve asset in its investment policy update. GameStop has $4.6 billion in cash to invest.

➡️Strategy’s sale of 8.5 million STRF shares closes today, unlocking $711 million in new capital to buy more Bitcoin.

➡️BBC News reports from a remote community of 15,000 people in the far north-western tip of Zambia relying on hydroelectric power, “The bitcoin mine now accounts for around 30% of the plant's revenue allowing them to keep the prices down for the local town” - Source: https://www.bbc.com/news/articles/cly4xe373p4o Gridless is doing a splendid job in Africa and showing through proof-of-work that if you aren't mining Bitcoin, you are wasting energy. It's time for such communities to appear more around the world.

Daniel Batten : 'They couldn't resist zooming out and implying this is an outlier (it isn't, the majority of off-grid bitcoin mining operations are renewably powered). In doing so BBC made three factually incorrect statements at the end about Bitcoin mining straining grids (multiple peer-reviewed studies show the opposite is true), and "Greenidge gas power plant in New York which was renovated to mine bitcoin" (it didn't, it re-opened to supply power back to the grid), and stating that Bitcoin mining needs artificial govt incentives or rules to do the right thing (It doesn't, it's become 56.7% sustainably powered without any govt incentives)

But let's shine the light on the positive - it has far fewer factually incorrect statements than previous reporting, and it is a step in the right direction in its gradual journey towards objective Bitcoin reporting for a media company that has until now only published negative news stories on Bitcoin.'

➡️Femke Halsema, Mayor of Amsterdam, wants a national ban on Bitcoin payments: "It undermines our civilization".

I rather believe the opposite.

Under Femke Halsema - Amsterdam

The number of civil servants increased by 50% (14K -> 20K)

Debt increased by 150% (4 billion -> approx. 10 billion)

Despite high revenues, Amsterdam has to borrow nearly half a billion euros every year. Local taxes continue to rise, whether it's water authority taxes or property taxes (OZB). But, above all, you should be concerned about those 0.3% criminal Bitcoin / Crypto transactions (worldwide). The audacity.

Even if the Netherlands were to legally ban Bitcoin payments, users could easily continue trading through foreign exchanges or peer-to-peer platforms. A ban might actually push Bitcoin usage further underground, making oversight of suspicious transactions worse rather than better.

➡️Mt. Gox moves 11.501 Bitcoin ($1B) for creditor repayment.

➡️BlackRock launched a European Bitcoin ETP today - Bloomberg

➡️North Carolina introduces a bill to invest 5% of state funds into Bitcoin.

On the 26th of March:

➡️NYDIG just became a big Bitcoin miner. Crusoe, the first to scale Bitcoin mining off flared gas (~200MW worth, across 425 data centers) has sold its entire Bitcoin mining business to NYDIG.

➡️Metaplanet has raised ~$55.2m (¥8.28b) of equity capital through three trading days this week while partially deleveraging with the redemption of $23.3m (¥3.5b) of 0% ordinary bonds.

➡️GameStop can service a loan of up to $100 BILLION for 4.6 years with its existing $4.6b cash balance at 1% interest. That's twice the amount of Bitcoin Michael Saylor's Strategy currently holds.

➡️New feature by Protonmail enables their 100 million users to send Bitcoin using their email addresses.

➡️The Blockchain Group confirms the acquisition of 580 BTC for ~€47.3 million, the holding of a total of 620 BTC, and a BTC Yield of 709.8% YTD.

→ Confirmation of the acquisition of 580 BTC for ~€47.3 million at ~€81,550 per bitcoin

→ Total group holdings of 620 BTC for ~€50.5 million at ~€81,480 per bitcoin

→ Adoption of ‘BTC Yield’, ‘BTC Gain’, and ‘BTC € Gain’ as KPIs, following the steps of Strategy and Metaplanet

This is a major step in our Bitcoin Treasury Company strategy focused on increasing Bitcoin per share over time.

Source: https://t.co/QDj61ZDe6O

The Blockchain Group is Europe's First Bitcoin Treasury Company!

On the 27th of March:

➡️'Bitcoin's 4-year Compound Annual Growth Rate (CAGR) is at historic lows.' -Pierre Rochard

➡️Daniel Batten: Yet another paper on Bitcoin and energy TLDR "The opportunities offered by bitcoin mining in reduction of the greenhouse gas emissions and renewable energy transition are greater than generally assumed" The journal has a (high) impact factor of 7.1."

Source: https://t.co/W3gytMgcpC

➡️A home miner with only 4 machines mined block 888737.

Bitcoin proves anyone can participate and earn—true freedom!

➡️'Short-Term Holders have increased their Bitcoin holdings by 201,743 BTC to 5,750,076 BTC since January, remaining below previous cycle peaks. 200K BTC are currently held at an unrealized loss, representing about $17B.' -Bitcoin News

➡️Bitcoin mining hardware manufacturer Canaan signs a three-year colocation agreement with Mawson Infrastructure Group's Mawson Hosting LLC for facilities in Midland, Pennsylvania, and Edna, Texas. Most of the 4.7 EH/s hashrate is expected to be operational by Q2 2025.

On the 28th of March:

➡️If Saylor had bet on ETH instead of Bitcoin, Strategy would be down $9 billion, instead of up $9 billion like they are today. ETHBTC made fresh lows 0.02210. Ether is down 74% against Bitcoin since switching from proof of work to proof of stake. Yikes!

➡️Representative introduces a strategic Bitcoin reserve bill in South Carolina.

➡️A Russian company built a Bitcoin mine in the Arctic. Set in the frozen city of Norilsk, the facility taps into cheap excess energy from one of the world's most isolated industrial hubs.

➡️The price of bitcoin has nearly followed the same phases of volatility for 15 years, according to Fidelity.

another great chart:

On the 29th of March:

➡️Public miner MARA with a $2B common stock offering to buy more Bitcoin.

➡️California has officially included Bitcoin Rights protections in its newly proposed digital asset bill. If passed, it will guarantee the right to self-custody for nearly 40M residents and prohibit discrimination against Bitcoin use.

➡️The number of addresses with more than one Bitcoin has fallen below 1 million, standing today at 995,207.

On the 31st of March:

➡️Larry Fink, Founder/CEO of BlackRock in his annual letter to shareholders: “If the U.S. doesn't get its debt under control, if deficits keep ballooning, America risks losing that position to digital assets like Bitcoin."

https://www.blackrock.com/corporate/literature/presentation/larry-fink-annual-chairmans-letter.pdf

➡️Strategy has acquired 22,048 BTC for ~$1.92 billion at ~$86,969 per bitcoin and has achieved a BTC Yield of 11.0% YTD 2025. As of 3/30/2025, Strategy holds 528,185 $BTC acquired for ~$35.63 billion at ~$67,458 per bitcoin.

➡️ The Bitcoin Policy Institute releases a framework for the USA to buy $200 billion worth of #Bitcoin using Bit Bonds.

➡️Is Indonesia the next Bitcoin Country? Bitcoin Indonesia mapped out the entire Bitcoin ecosystem.

A new map shows Bitcoin adoption EXPLODING across the Southeast Asian island nation of Indonesia. Check out all the communities, projects, and businesses embracing Bitcoin. The revolution is happening.

On the 1st of April:

➡️'Over 73,353 BTC were bought by corporations in Q1 2025. Only 40,500 BTC new Bitcoin was mined, but still no supply shock, for now... Which company do you want to see adopt BTC next?'

Here is the breakdown by Alec: https://x.com/Alec_Bitcoin/status/1907062290345783723

➡️After skeptics questioned Tether’s Bitcoin holdings, CEO Paolo Ardoino fired back, sharing the company’s BTC address with a confirmed balance of 92,646 BTC. On the same day Tether bought 8,888 Bitcoin worth $735 million as per on-chain data. They now hold over 100,000 BTC.

➡️'GameStop just raised $1.48B. They are expected to use that and possibly more of the now $6B+ on their balance sheet to buy Bitcoin. A master class on how to pivot from meme stock to capitalize on volatility in the ultimate store of value.' -James Lavish

➡️Texas' state house Democrats have proposed a bill that would authorize up to $250 million in state investment in Bitcoin and up to $10 million for each municipality and county.

➡️Human Rights Foundation donates 10 Bitcoins worth $830,000 to over 20 projects worldwide.

Alex Gladstein: '1 billion sats gifted carefully to a variety of stellar organizations and individuals to support BTC privacy, decentralization, education, and p2p use, aimed at folks working under authoritarianism.'

🎁If you have made it this far I would like to give you a little gift:

What Bitcoin Did: Peter Dunworth is the Director of a multi-family office and is the co-founder of The Bitcoin Adviser.

In this episode, they discuss why Bitcoin is the only asset that can recapitalize the financial system, why Peter believes Bitcoin could become a $100 trillion asset within a decade, why credit markets are ultimately a collateral problem, and why financializing Bitcoin might be necessary to save Main Street from being collateral damage. They also get into Australia's property obsession, GameStop’s pivot to Bitcoin, the difference between Bitcoin derivatives and the asset itself, and MicroStrategy.

https://www.youtube.com/watch?v=_bSprc0IAow

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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⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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The Latest Bitcoin & Macro news: Weekly Recap 24.03.2025

If you 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:

https://njump.me/naddr1qvzqqqr4gupzq0ractzc0mkwq58mcevqnvtqn5vjqluzthtkw49ejp0fe2q9vs4gqy28wumn8ghj7un9d3shjtnyv9kh2uewd9hsqzrxvcmn2vfs8qcspuwlwt

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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