The Latest Bitcoin & Macro news: Weekly Recap 26.01.2026
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The Latest Bitcoin & Macro news: Weekly Recap 26.01.2026
"Bitcoin isn't physical!" Neither is your credit score, your mortgage, or the $7 trillion the Fed printed in 2020. But you believe in those. Money ...
Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.
In this post, I will share the recap for the period 19.01 - 26.01
On Nostr, I will exclusively share the most significant Bitcoin news. (this note)
For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note)
Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity.
Happy reading!
The Latest Bitcoin & Macro news: Weekly Recap 26.01.2026
🧠Quote(s) of the week:
"Bitcoin isn't physical!" Neither is your credit score, your mortgage, or the $7 trillion the Fed printed in 2020. But you believe in those. Money is a mental construct. Always has been. Bitcoin is just the first version that can't be diluted by committee. - Jeff Swanson
Rohan Hirani: 'There are three main reasons why someone would sell their bitcoin at a loss:
1. They never understood what they actually own.
2. They don't have the stomach to handle volatility.
3. Life expenses: kids, medical bills, divorce, house down-payment, whatever.
That third one isn't a weakness; it's just reality. The first two, though, are where the edge still lives. If this thing went up in a boring straight line, every pension fund, every sovereign wealth fund, and your Uber driver would already be maxed out—still, a stable SoV but less asymmetric upside.
The reason there's still a ton of upside is that most people will either (1) never do the homework required or (2) do the homework and still tap out when it hurts. So if you truly get it and you don't need the money to live, selling during a period of extreme fear is the only fundamental mistake you can make.'
🧡Bitcoin news🧡
Photos hosted by Azzamo ( 
Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you.
On the 19th of January:
➡️Netherlands:
'Today, the parliamentary debate on the Actual Return Tax (Box 3) begins. This legislation must be approved by the House of Representatives before March 15 to allow implementation by 2028.
For real estate investors, this brings some improvements:
- Better cash flow
- Deductibility of actual costs
- An end to fictional (assumed) returns
But it also introduces a significant change:
From 2028 onward, capital gains on real estate will be taxed.
Inheritance, in particular, is about to become much more expensive. Heirs will be required to settle with the tax authorities not only for inheritance tax, but also for tax on unrealized capital gains on real estate — even though the wealth remains locked in bricks and mortar.
One might have a property right by an ever-heavier 'I'm sharing more,' which already happens today. If you inherit a primary residence (Box 1) and cannot quickly free up liquidity, you still have to pay inheritance tax based on the current value, or the tax authorities may demand security (such as a mortgage lien or bank guarantee).
The difference is that the burden now increases significantly:
In addition to inheritance tax, heirs will face a 36% tax on the increase in value of Box 3 properties (from 2028 onward).
The WOZ value as of 1 January 2028 (possibly adjusted using the vacancy ratio for residential properties) will serve as the starting value.
This raises a fundamental issue.' - Arjen Robijn
'The property rightby an ever heavier, more. This, by an ever heavier, I'm sharing more. This is not a luxury — it is a cornerstone of a free and democratic society. Anyone who lacks certainty over what they own ultimately lacks certainty over their autonomy. In the Netherlands, this foundation is not abolished outright, but gradually eroded by an ever heavier, more complex tax burden. Not by formal expropriation, but by a structural shift of ownership from citizen to state.' -Rob Roos
Got Bitcoin? I'm sharing more on the above below.
➡️Joe Burnett:
'How long could the median U.S. household live on 1 BTC?
- 2012: 50 minutes
- 2014: 1.5 days
- 2016: 4 days
- 2018: 3 months
- 2020: 2.2 months
- 2022: 6 months
- 2024: 13 months
- 2026: 15 months (current price this is now ~ 10 months)'
On the 20th of January:
➡️Bitcoin accumulation wallets holding between 100 BTC and 1K BTC have seen a 33% increase over the last 24 months. - Bitcoin News
➡️'THE NETHERLANDS TO TAX UNREALIZED BITCOIN GAINS'- Bitcoin News
The Netherlands is moving toward taxing unrealized capital gains on bitcoin, stocks, bonds, and other assets, following parliament's vote to overhaul annual income tax filings. Under the new system, investors will owe tax each year based on changes in asset value, even if nothing has been sold. The reform, known as Wet werkelijk rendement Box 3, is scheduled for 2028 and will tax actual returns by measuring the difference between an asset’s value at the start and end of the year, plus any income received. That means both realized and unrealized gains will be taxed. Critics warn the shift could create serious liquidity problems, forcing investors to pay taxes on paper gains without having cashed out.
A lot of wealth will leave the Netherlands soon.
Great tweet by Bart Mol: 
On the 22nd of January:
➡️'The famous Tulip Mania lasted 6 months. Bitcoin is 17 years old. Tulips round-tripped to baseline, and that was that. Bitcoin has rebounded to new highs after ~5 drawdowns of 80%+, monetizing from 0 value to $2T and counting. Very, very different. - Jesse Myers
On the 23rd of January:
➡️Vijay Boyapati: "The fundamental reasons why Bitcoin is superior to gold and fiat have not changed. In the long term, to negotiate payments in Bitcoin voluntarily, long-term fundamentals always win out."
➡️Quinten:
Bitcoin = historically undervalued
Gold = historically overvalued
➡️Oklahoma lawmakers have introduced Senate Bill 2064, which would allow state employees, vendors, private businesses, and residents to vote on the coin. -Bitcoin News
On the 25th of January:
➡️Bitcoin is currently on track for 4 down months in a row. The last time that happened:
1. Bottom of the 2018 bear market
2. Bottom of the 2014 bear market
3. Bottom of the 2011 bear market
On the 26th of January:
➡️Since the start of 2025, 11 months ago...
- Silver: +278%
- Gold: +93%
- Bitcoin: -10%
Precious metals investors are dancing on Bitcoin's grave.
That always ends well. - Jesse Myers
➡️14 trillion BlackRock files for a new iShares #Bitcoin Premium Income ETF. - Bitcoin Magazine
➡️Boomers hold $78 trillion in assets. Millennials have $14 trillion. The wealth transfer is coming. And the next generation isn't buavetailwind for Bitcoin.
➡️Strategy has acquired 40,150 BTC so far in 2026. Only 1.00 BTC has been mined so far in 2026. Eventually, the BTC price must go higher. Much higher.
➡️The Bitcoin Fear & Greed Index is now at "Extreme Fear"
At $88,000 per BTC.
➡️This is not an altcoin. This is the US Dollar since Wednesday.
The US Dollar is in free fall vs. the Swiss Franc. It's down 24% since late 2022 and is plummeting further. The world reservecurrecy, folks. You must price your portfolio in something other than the dollar.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did:
Gold Is Being Repriced & Bitcoin Is Next | Caitlin Long
Caitlin Long is the founder and CEO of Custodia Bank, and in this episode they discuss the repricing of gold and its implications for Bitcoin, how derivatives and ETFs suppress price signals, why Wall Street cannot control Bitcoin the way it controlled gold, the strategic role of stablecoins in sustaining dollar demand, and how recent shifts in Treasury and Fed power matter for Bitcoin.
Click here:
Credit: I have used multiple sources!
My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
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Before we start, a great post by James Lavish: The problem is the money!
'Most people have never heard of the Cantillon Effect. But once you understand it, you’ll see the world of investing differently. What is it? In the early 1700s, Richard Cantillon noticed a simple pattern: When new money enters an economy, it doesn’t reach everyone at once. And whoever gets it first benefits the most. Here’s how it works today: New liquidity enters through the Fed and through bank lending. Both follow a similar pattern:
→ Markets and large balance sheets get first access
→ Large corporations and well-connected borrowers tap cheap credit next, they invest and expand at today’s prices
→ Asset prices tend to rise as new liquidity chases finite assets
→ Consumer prices often follow
→ Wages rise last, usually after purchasing power has already declined
Fed data shows how lopsided the playing field is:
- The top 10% hold nearly 90% of equities.
- The bottom 50% holds about 1%. It’s a simple but powerful monetary transmission. Understanding this won’t change the system. But it might change how you think about where to store your savings.'- James Lavish
Anyway, Study Bitcoin!
On January 12:
➡️For the first time in history, the Central Bank of Argentina held an “art exhibition” of bitcoin mining machines plugged into the building, actively mining. - Documenting Bitcoin.
➡️Strategy has acquired 13,627 BTC for ~$1.25 billion at ~$91,519 per bitcoin. As of 1/11/2026, we hodl 687,410 $BTC acquired for ~$51.80 billion at ~$75,353 per bitcoin. - Saylor
➡️Rajat Soni: "Your bank balance is an illusion. Your bank doesn't have your money. Banks don't need to keep any reserves since 2020."
As fellow Noderunner points out perfectly: 'Conviction in Bitcoin usually starts with the pain of realizing your 40-hour work week is buying you less every year.'
Now connect that with the following, so your money is essentially just numbers on a screen, even if you "have money."
It's a good time to study the hardest money ever! Bitcoin.
On January 13:
➡️BITCOIN BECOMES KING IN IRAN Not out of nowhere. This is where real pressure pushes real behavior. Here’s what’s actually happening and why BTC is spiking: Iran’s fiat is imploding. The rial has collapsed massively against the dollar as Inflation explodes and confidence in banks tanks. That makes saving in local cash feel like burning money. People start looking for alternatives that don’t evaporate overnight. That alone drives demand for BTC as a store of value outside the rial. Second, crypto isn’t just about individuals hedging anymore. State-linked networks and the IRGC have been moving huge sums (billions) through crypto channels to get around sanctions and funnel money across borders. That puts real institutional sideways pressure on Bitcoin flows tied to Iran. Third, Iran’s cheap energy makes mining Bitcoin super profitable: electricity costs there make mining a BTC dirt cheap compared to global prices. That means more supply being created and sold on black markets or exit channels, adding to the local swirl. Finally, sanctions squeeze traditional banking hard, so crypto becomes a practical workaround for liquidity, cross-border transactions, storing value, and even paying for imports or moving capital. Especially with the rial spiraling. Summed up: hyperinflation + fiat collapse + sanctions + mining arbitrage + alternative finance needs = BTC parabolic action in Iran.
Source:WhaleInsider
Funny stat: 'Over the past 3 weeks (December 23, 2025 to January 13, 2026), Bitcoin appreciated by ~104% against the Iranian rial (black market rate), while Gold appreciated by ~102%. BTC rose from ~63.5B IRR to ~129.5B IRR; gold from ~3.24B IRR/oz to ~6.55B IRR/oz.' - Grok
Iranians who held bitcoin preserved their wealth.
Iranians who trusted their currency lost 96%. Everyone deserves money that their government can't destroy.
➡️'The latest Bitcoin ownership data:
Median Bitcoin held by household income:
Under $50k: ~0.004 BTC
$50k–$75k: ~0.01 BTC
$75k–$100k: ~0.025 BTC
$100k–$150k: ~0.06 BTC
$150k–$250k: ~0.11 BTC
$250k+: ~0.17 BTC
Even at the top of the income ladder, most never reach 0.21 BTC.
High income doesn’t beat broken money.
Saving harder can’t outrun dilution.
Bitcoin doesn’t reward salaries. It rewards early conviction and time in blocks.' - 0.21BTC on X
➡️21Shares' Bitcoin and gold ETP debuts on the London Stock Exchange. Bitcoin and Gold backing the product are held with institutional-grade custodians, and allocations are rebalanced monthly.
➡️Bitcoin needs to trade above $240,000 to flip Silver’s market cap at $4.8 trillion. The first time this happened was in March of 2024, when both were ~ $1.4 trillion. - The Bitcoin Therapist
➡️Germany's 2nd largest bank, DZ Bank, just approved for Bitcoin and crypto trading. - Bitcoin Archive
➡️Vivek Ramaswamy's Strive acquires Bitcoin company Semler Scientific in an all-stock transaction.
➡️Bitcoin will cross 20 million BTC mined sometime in March. There will always be less than 21 million BTC. 95% of Bitcoin has already been mined. -Pierre Rochard
➡️'Bitcoin's price will go parabolic if ETF demand persists long-term—a lesson from Gold's 2025 move.
The prices of both Gold and Bitcoin are set by supply and demand. The popular story is that gold prices spiked in 2025 (up 65%) because central bank purchases tilted the supply-demand balance. History teaches us something different and tells us what's happening with Bitcoin.
Central bank purchases of Gold spiked in 2022 after the US seized Russia's Treasury deposits. Annual purchases rose from ~500 tonnes to ~1000 tonnes. They have stayed consistent since.
These purchases tilted the supply-demand balance, but didn't immediately show up in prices. Gold rose 2% in 2022, 13% in 2023, and 27% in 2024. It wasn't until 2025 that prices went parabolic. That's because, for the first few years, central bank demand was met by sellers of their gold holdings. But eventually, the sellers ran out of ammo. And as demand persisted, prices soared.
The same thing is happening with Bitcoin and ETFs. Since ETFs debuted in Jan 2024, they've been buying more than 100% of the new Bitcoin supply. But the price hasn't gone parabolic, because existing holders have been willing to sell. If ETF demand persists - and it will - eventually, these sellers will run out of ammo. And when they do...'- Matt Hougan
➡️According to Glassnode, it seems like Bitcoin OGs are done selling aggressively for now.
➡️Solo Bitcoin miner mines a whole block worth $295,000 (3.16 BTC). Another Bitcoin lottery winner. - Bitcoin Archive
➡️El Salvador is now giving Bitcoin passports to tourists visiting the country.
On January 14:
➡️UGANDA GOVERNMENT ORDERS INTERNET SHUTDOWN AS BITCHAT BECOMES THE #1 APP. As in the 2016 and 2021 elections, the Museveni government cut internet access in the days leading up to the presidential vote in an effort to extend his 40-year rule. This time, residents were prepared. Over 1% of the population downloaded Bitchat, a Bluetooth mesh messaging app, allowing them to communicate without an internet connection. - Bitcoin News
➡️Bitcoin is up 500% over the past three years. - Pierre Rochard
➡️Grocery store Carefour to offer 20% discounts on Bitcoin payments. - Bitcoin Archive
➡️Construction picture updates of Iren’s new Bitcoin mine and AI computing facilities on the plains of West Texas. Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, with 1,200+ workers active on site. - Documenting Bitcoin
On January 16:
➡️Bitcoin Archive: 'Iranians withdraw Bitcoin to personal wallets as currency crashes - Chainanalysis report "Iranians are taking possession of Bitcoin at a markedly higher rate during protests than they were beforehand." Bitcoin is Freedom money.
➡️Owning 0.28 Bitcoin puts you in the top 1% of BTC holders.
➡️A big if.... but Silver Market Cap increased by $3.9 TRILLION in just 12 months. That's 2x Bitcoin's current market cap. If Bitcoin catches up to Silver, it will hit +$270,000.
➡️Strategy just scooped up another 13,627 BTC for ~$1.25B last week.
On January 17:
➡️' In 14 years, the same home costs you over 99.5% less in bitcoin and 2.5x more in dollars. It’s time to start saving in digital capital.'
On January 18:
➡️In precisely 50 days, Bitcoin's circulating supply will hit 20m. At that point, only 1m Bitcoin will remain to be mined. Forever.
On January 19:
➡️Bitcoin falls nearly -$4,000 as $500 million worth of levered longs are liquidated in 60 minutes.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: The Fed Pivot, Bitcoin vs Gold & The Return Of QE | Lawrence Lepard 
➡️Strategy has acquired 1,287 BTC to increase its BTC Reserve to ₿673,783 and has increased its USD Reserve by $62 million to $2.25 billion. - Saylor
Another 1287 wholecoiners eliminated.
On the 6th of January:
➡️'If Bitcoin is worthless, then send me one. A classic challenge to those who don't understand Bitcoin. But it goes deeper.
Bitcoin is the first money in 5,000 years that exists purely as knowledge.
Nothing else comes close.
Money isn't a rock you can hold. It never was.
Money is a social construct. A shared hallucination we agree on.
But Bitcoin is the first form of money in history to exist entirely as cryptographic knowledge.
You don't store Bitcoin.
You know it. Ownership isn't physical custody.
It's the possession of a private key.
I can write 12 words on paper, bury it in the desert, destroy every device, disappear for a decade, and Bitcoin will still be mine.
Not because it's stored somewhere.
Not because a server tracks it.
Not because a bank vouches for me.
Because I know the key, that's the entire model.
No counterparty. No permission. No trust. The network doesn't hold my coins. Miners don't custody them. Nodes don't approve ownership. Math alone verifies control.
To spend, I broadcast a signed transaction.
To hold, I depend on no one.
Gold is bearer money.
You can bury it, and it's yours.
But it has limits:
• Hard to move
• Hard to divide
• Hard to verify Bitcoin keeps gold's bearer nature and adds superpowers: • Instant global transfer
• Perfect divisibility
• Cryptographic authenticity
Gold is an analog bearer money. Bitcoin is digital bearer money. Fiat is the opposite.
You can't truly possess dollars without banks, central banks, and payment rails. Even cash is a liability dependent on policy and trust. Fiat is a claim. Bitcoin is proof. Bitcoin isn't a database entry assigned to you.
It's a scarce cryptographic artifact secured by proof-of-work.
Back to the challenge: If Bitcoin is worthless, send me one.
To do that, you must:
• Control a private key
• Sign a real transaction
• Broadcast it globally
• Have miners burn energy to confirm it
You can't fake this. You can't shortcut it. You must trade, sell, or work to earn Bitcoin. Stop thinking of Bitcoin as something you store.
Start thinking of it as knowledge you possess.
• A seed phrase is pure information
• That information grants control over scarce units
• No one can debase, freeze, or dilute it
This is why Bitcoin is sovereign money. Gold required physical custody. Fiat required institutional trust.
The real question isn't whether Bitcoin is real money. It's how long you'll keep holding inferior versions.' - Jeff Swanson
➡️NVIDIA CEO Jensen Huang says, "Bitcoin mining is taking excess energy and storing it into a new form. It's called currency. And you take that currency wherever you like. So you took energy from one place, and now you've transported it everywhere."
➡️Bitcoin Scarcity Ladder
• 0.01 BTC → Scarcity Awareness
• 0.05 BTC → Supply Alignment
• 0.1 BTC → Global Minority
• 0.21 BTC → Top 1% Holder Class
• 0.5 BTC → Capital Class
• 1 BTC → Structural Elite
• 3 BTC → Monetary Architect
• 10+ BTC → Supply Control
'This ladder isn't about status today, it's about fixed supply math meeting global adoption over time. It's not about price—each tier is a more profound shift in your relationship with the world's hardest money. You're not just saving; you're moving into a new class of capital.
With 21M BTC, lost coins, institutions, and nation-states accumulating, ownership naturally stratifies whether people like it or not. That's not fantasy, that's arithmetic.'
➡️Morgan Stanley has filed for a spot Bitcoin ETF. Demand for Bitcoin exposure is now so strong that Morgan Stanley is moving beyond distribution and looking to issue its own product, despite intense competition from BlackRock and Fidelity.
Bitcoin allocation recommendations:
Bank of America: 1-4%
Blackrock: 1-2%
Fidelity: 2-5%
Anons on X: It's just Tulip Mania
➡️This anonymous user has been mining bitcoin every day since November 2016, sending all rewards to a wallet that now holds 4,165 bitcoin worth $375,000,000 and NEVER selling a single one. The wallet has not been touched in over eight years.
➡️Bitcoin is at 4.7% world adoption, same as Internet Adoption in 1999. We are so early. - Documenting Saylor
➡️Bitcoin averages +100% in the year following a down year.
2025 was a down year. - Jesse Myers
➡️Bitcoin Archive: 'Buck launches Bitcoin-linked savings token
- Buck Labs launches BUCK, a yield-bearing "savings coin."
- BUCK targets 7% annual rewards, accruing minute-by-minute.
- Yield funded by income from Strategy's bitcoin-linked preferred stock (STRC).'
Great, it smells like a scam. Yield-bearing Bitcoin? Smart money finds a way. It is basically a shitcoin.
➡️Bitcoin ETFs bought $697 MILLION BTC yesterday. The most significant single-day inflow since early October. - Bitcoin Archive
➡️$40 billion worth of Bitcoin. That's how much the 21 largest holders accumulated in 2025. A rising tide lifts all boats. - River
➡️Jack Mallers: 'Venezuela isn't about oil. It's about critical minerals and territory where China, Iran, and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things with real constraints. We'll all need real money. Buy bitcoin.'
➡️In the near future, 1 Bitcoin will cost 1 decade worth of labor.
Right now, it's one year's worth of labor. A few years ago, it was the equivalent of one month's labor. Before that, a week worth of labor. Before that, a day worth of labor. Before that, an hour's worth of labor.
Get it? Time is money! Got Bitcoin?
On the 8th of January:
➡️Now that the price of Gold and Silver is rising, just a little reminder:
Jeff Swanson: 'People say, "Gold did not fail!" While technically true, you're missing Gold's weak point. You can't run a global monetary system on a metal you can't teleport, verify remotely, or store without institutional gatekeepers. So institutions became chokepoints. Chokepoints became corrupt. Corruption became policy. Bitcoin is what gold would've been if physics allowed self-custody at scale.'
➡️Ki Young Ju: 'Capital inflows into Bitcoin have dried up. Liquidity channels are more diverse now, so timing inflows is pointless. Institutions holding long-term killed the old whale-retail sell cycle. MSTR won't dump any significant chunk of their 673k BTC. Money just rotated to stocks and shiny rocks. I don't think we'll see a -50%+ crash from ATH like past bear markets. Just boring sideways for the next few months. Shorting here, hoping for a nuke? Good luck with that.'
➡️Bitcoin News: A Bitcoin whale closed all its long positions, unloading 3,846 BTC ($350.4M) and realizing over $3.5M in losses.
➡️Bitcoin Archive:
'Bitcoin miner/water heater featured on the CES 2026 show floor
- Built with ASIC Bitcoin miners mounted on a 50-gallon water heater.
- Same energy usage as a standard electric water heater while producing BTC
- Mining revenue could fully offset water-heating expenses.
➡️Jesse Myers: has topped in the last two cycles at the trendline from the prior cycle's early bull market. I don't know if it means anything, but I've always found it interesting. If this trend continues, it would mean: ~$300k in 2026
~$800k in 2030
➡️Bitcoin News: Congressman Byron Donalds discloses purchases of up to $100,000 in Bitcoin. The move stands out as his first reported Bitcoin buy and comes from a sitting member of the House Financial Services Subcommittee on Digital Assets. Donalds previously introduced a bill to protect President Donald Trump's executive order on Bitcoin. The bill would make the Strategic Bitcoin Reserve and the US Digital Asset Stockpile a permanent part of US policy so that no future President can reverse them.
➡️Sminston With: ISM PMI still 47.9 (below 50). Spring is still coiling. Are you prepared?
Plan C: 'A simple observation:
2013 Bitcoin Cycle Peak > 55
2017 Bitcoin Cycle Peak > 60
2021 Bitcoin Cycle Peak > 65
What we can conclude:
2026 or 2027 Bitcoin Cycle Peak > 70?
What we can be more confident in saying is:
2026 or 2027 Bitcoin Cycle Peak: 55–70 range.
➡️Bitwise says a 5% capital rotation from gold to Bitcoin could send BTC to $242,391.
➡️ Don't fight economic reality. There is no second best.
ON the 9th of January:
➡️Bitcoin News: Bitfinex whales are aggressively closing BTC longs, a signal that historically precedes massive volatility. Last time this "unwind" happened in early 2025, Bitcoin was stalling at $74k. Instead of a crash, the flush cleared leverage and ignited a 50% rally to $112k in just 43 days. With BTC currently consolidating near $91.5k, a similar fractal move targets $135k+. When Bitfinex whales "clear the books," they are essentially removing the target off the market's back. Large clusters of long positions act like magnets for price-hunting algorithms; once those are flushed, the path of least resistance almost always flips upward.
➡️Bitcoin Archive: BNY Mellon launches tokenized deposits, allowing users to transfer Bitcoin and crypto directly on-chain. Major banks are adopting Bitcoin in 2026.
➡️South Korea plans to list Bitcoin ETFs this year.
➡️Rep. John Snyder has filed HB 1039, the latest attempt to allocate up to 10% of Florida's state funds to Bitcoin, following two withdrawn bills from last year, HB 487 and SB 550. - Bitcoin News
➡️Bitcoin is up 459%, from $15,460 to $91,026, over the past three years.
➡️Bitcoin is cheap compared to gold. - Bitwise
➡️Over 56% of the Bitcoin network is now powered by sustainable energy. - Bitcoin News
➡️You could wait to buy Bitcoin until there is less than 1 million left to be mined. Or you could buy today. - river
➡️Pierre Rochard: "Bitcoin's low fees keep going lower, transactions have never been more affordable. The data is clear: Bitcoin is the most inclusive monetary system in the world."
➡️TFTC: French tax agent arrested for leaking crypto investors' personal data from tax databases to unknown clients, fueling armed home invasions amid the ongoing kidnapping wave. KYC mandates create target lists for criminals. Protect yourself.
On the 10th of January
➡️South Korea's Supreme Court has ruled that Bitcoin held in exchanges like Upbit and Bithumb can be seized under the Criminal Procedure Act. The decision, from a case involving 55.6 BTC confiscated from a money laundering suspect, confirmed that digital coins with independently controllable economic value qualify as property subject to seizure. - Bitcoin News
➡️Trending Bitcoin: Bitcoin's 2x/60x Rule: When #Bitcoin gets twice as old (2x), its price goes up 60×. Today, Bitcoin is 6,215 days old, or 17 years old. When it gets twice as old (12,430 days, 34 years), the price is projected to be $5,414,460.
It is an interesting take; this "2x/60x rule" is a rough extrapolation, not a guarantee. Market dynamics, adoption, and regulations could alter trajectories.
➡️HRF and the Finney Family award the 2016-2020 Finney Freedom Prize to Andreas Antonopoulos for educating millions about Bitcoin.
HRF and the Finney family have awarded the Finney Freedom Prize (2016–2020 era) to Andreas Antonopoulos for educating millions about Bitcoin and advancing its role in strengthening human rights. Antonopoulos was selected from a shortlist that included Saifedean Ammous, Matt Corallo, Adam Gibson, and Luke Dashjr.
➡️Iran’s internet blackout has disrupted local Bitcoin mining, delaying payouts and straining operations amid a record-low rial. Satellite and mesh networks offer limited workarounds, but online confirmation is still required.
On the 11th of January:
➡️Hal Finney: 'Running Bitcoin' - 11.01.2009 on Twitter/X
The first Bitcoin post on this app was made 17 years ago today by Hal Finney, a software engineer, futurist, father, husband, cypherpunk, and one of the few people who believed Bitcoin could fix the world when it had no price or value.
On the 12th of January:
➡️Senator Cynthia Lummis introduces a bill to protect blockchain developers from money transmitter requirements.
'People think I'm obsessed with bitcoin. I'm actually obsessed with not being quietly robbed for the rest of my life.' - Kit
➡️Tuur Demeester: Bitcoin performance vs change in global M2. While gold & silver have been absorbing demand for inflation hedges, accelerated money printing remains a significant tailwind for bitcoin. -DigitalAssets
From the report: "Historically, bitcoin bull markets have aligned with periods of increased global liquidity. As a new monetary easing cycle has begun globally and with the Fed’s QT program ending, we will likely see this growth rate continue to the upside throughout 2026, a positive catalyst for bitcoin’s price."
Source:
➡️BTQ Technologies launches Bitcoin Quantum, a permissionless Bitcoin fork testnet, which allows users to stress-test quantum-resistant transactions.
> 'People think I’m obsessed withBbitcoin. I’m actually obsessed with not being quietly robbed for the rest of my life.' - Kit
> Spot on!
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: Michael Saylor | The Bitcoin Treasury Debate Gets Heated
Michael Saylor joins the show for a conversation on Bitcoin, power, and the treasury company playbook. They recap 2025 and look forward to 2026 with Michael arguing that Bitcoin’s real progress shows up in institutions, credit markets, accounting rules, and bank adoption, not short-term price action. They then get into a confrontational debate on Bitcoin treasury companies, mNAV, and corporate adoption. Michael rejects the criticism outright, arguing that attacking companies buying Bitcoin misses the bigger picture and misunderstands optionality, operating leverage, and risk. They explore his vision of Bitcoin evolving from digital capital into digital credit, why credit rather than price drives power, and why focus and endurance matter more than narratives.
Click here:
Credit: I have used multiple sources!
My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
> Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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It has aligned remarkably well with some major turning points, give or take a few years:
- Peaks/"good times" near 1929 (before Great Depression crash)
- 2000 (dot-com bubble top)
- 2007 (before the 2008 financial crisis)
- Lows/"hard times" near 1932-33 (Depression bottom)
- 2020 (COVID crash low)
Old market charts aren’t spells. They’re muscle memory.
Cycles keep repeating: panic → recovery → “everything looks great” → oops.
2026–27 sits right in the price's high, risk mispriced zone.
Anyway, the Benner “Periods When to Make Money” card is circulating again. It’s a 19th-century pig-iron/crop cycle from Samuel Benner, later repackaged and projected forward. Fun history, but weak as a timing tool: the supposed “panic” windows were positive around 60–65% of the time with ~+17% average returns, and following the cycle would have left you with ~10–12x less money than simple buy & hold over the last century...
But again, "History doesn't repeat itself, but it often rhymes."
Enjoy 2026, stay healthy!
On the 28th of December:
➡️MicroSeed.io: 'When it comes to securing your Bitcoin seed phrase, never say never. Complacency loses a lot more Bitcoin than hacks. Don't trust, verify, including your process for recovery! Regular check-ups, just like the dentist!'
On the 31st of December:
➡️Bitcoin mining difficulty every New Year's Eve:
2009: 1 2010: 14,500
2011: 1,160,000
2012: 2,980,000
2013: 1,180,000,000
2014: 40,600,000,000
2015: 93,400,000,000
2016: 318,000,000,000
2017: 1,870,000,000,000
2018: 5,100,000,000,000
2019: 13,000,000,000,000
2020: 18,600,000,000,000
2021: 24,300,000,000,000
2022: 35,400,000,000,000
2023: 72,000,000,000,000
2024: 110,000,000,000,000
2025: 148,000,000,000,000
It's 148 trillion times harder to mine a Bitcoin block today than it was on NYE 2009.
➡️Documenting Bitcoin: This year globally, computers mining for Bitcoin calculated the SHA-256 math algorithm the same amount of times it would take to count every single grain of sand on Earth four billion times. Total Estimated Bitcoin Network Hashes in 2025: 28,382,400,000,000,000,000,000,000,000x
That’s an absurd amount of math, and next-level computational insanity.
➡️If you could time-travel to 2013 and grab 10 Bitcoin for a mere $1,000, you’d jump on it without hesitation. Right now, a visitor from 2037 is desperate to warp back to this moment… simply to stack that sweet 0.21 and beyond.
➡️A $120K investment in Bitcoin, at a 29% CAGR, will grow to $25 Million in 21 years. HODL Bitcoin
This is the part most people miss: compounding beats timing. You don’t need perfect entries or constant action, just durability through cycles. Bitcoin’s value proposition is time, not trades.
This is the part most people miss: compounding beats timing. You don’t need perfect entries or constant action, just durability through cycles. Bitcoin’s value proposition is time, not trades. If you own Bitcoin today and keep your savings in Bitcoin, you are already ahead of the curve - you’re in the top 1% because you’ve identified the defining asset of your generation.
The math is correct: $120,000 at 29% CAGR grows to about $25 million in 21 years (120k * 1.29^21 ≈ 25.2M). However, Bitcoin's historical CAGR varies—e.g., ~70% over the past 10 years (2015-2025)—but future returns are uncertain and not guaranteed.
➡️Bitcoin News: And that rounds out the 2nd-worst Q4 for Bitcoin on record. 2025 was the head fake. 2026 is the year Bitcoin surprises the world.
➡️'It was never the Bitcoin halving that created the bull run. It was always the business and liquidity cycle that coincidentally happened at the same time. Except this time, the business/liquidity cycle hasn’t even started yet.' - Quinten
Chart by Sminton With:
The post analyzes Bitcoin's price relative to its "power law support" (a long-term trendline model, like price growing as time^power) vs. the PMI (Purchasing Managers' Index, a gauge of manufacturing health: >50=expansion, <50=contraction). Key: In contractions (PMI<50), BTC median is 1.47x above support. In expansions (>50), it's 2.33x—showing stronger upside potential. This link explains 26% of BTC's price variance. Current PMI=48.2, so BTC is in the lower range; crossing 50 could boost it. (Verify latest PMI via sources like ISM.)
Based on the analyst's model, Bitcoin's power law support is projected at ~$155,000 by end-2026. In contraction (PMI <50), the median price is 1.47x support (~$228,000). In expansion (PMI >50), the median is 2.33x (~$362,000), with potential for higher multiples up to 10x+ historically. Actual price depends on economic conditions; predictions vary widely from $130K-$250K across sources.
➡️Tether acquired 8,888.8888888 BTC in Q4 2025.
On the 1st of January:
➡️Bitcoin produced the first block of 2026:
➡️Bitcoin Price on New Year's Day:
2010: free
2011: $0.3
2012: $5
2013: $13
2014: $770
2015: $314
2016: $434
2017: $1,019
2018: $15,321
2019: $3,794
2020: $7,193
2021: $29,352
2022: $47,025
2023: $16,630
2024: $42,660
2025: $93,500
2026: $87,500
➡️Simon Dixon: RIP Bitcoin 4 Year Cycle. It was fun. Now we have to part. In 2026, we enter a new era. Remember. Only Bitcoin in self-custody is real Bitcoin.
(foto
➡️Bitcoin Returns since 2010...
➡️Jeff Swanson:
'The cost to attack Bitcoin for ONE HOUR:
• Hundreds of millions in ASIC hardware
• Tens of thousands in electricity
• Foregone honest mining revenue
• Instant destruction of what you stole
Bitcoin doesn't beg attackers to be nice.
It makes attacking financially suicidal.
That's security.'
➡️Simple Mining:
'Cost of a median U.S. home in Bitcoin (New Year's Eve price):
2010: 857,307 BTC
2011: 44,980 BTC
2012: 18,738 BTC
2013: 352 BTC
2014: 892 BTC
2015: 682 BTC
2016: 316 BTC
2017: 22.73 BTC
2018: 86.70 BTC
2019: 44.48 BTC
2020: 11.34 BTC
2021: 7.76 BTC
2022: 26.06 BTC
2023: 10.04 BTC
2024: 4.45 BTC
2025: 4.75 BTC
In dollars, home prices nearly doubled. In Bitcoin, they dropped 99.99%. Same houses. Different measuring stick.'
➡️The S&P 500 outperformed Bitcoin by over +22% this year.
The Bitcoin Therapist: 'The last three times the S&P 500 outperformed Bitcoin this much was in 2014, 2018, and 2022, deep bear market years.'
If you held Gold or Bitcoin the past 2 years, you'd be in the same position financially.
➡️Documenting Bitcoin: 'This year globally, reachable Bitcoin nodes grew ~19.3% in total number. Each node is a computer running Bitcoin software that records the full blockchain, independently verifies every transaction, and relays data to peers, making Bitcoin more secure.'
I’m running one of those nodes. Support the Bitcoin network by being the Bitcoin network!
➡️Bitcoin News: 'After months of distribution, Bitcoin’s long-term holder supply change (adjusted) has turned positive, with ~10,700 BTC moving into long-term status since mid-2025, reversing the previous decline.'
➡️Blackrock bought 220,000 BTC in 2025. They finished the year holding 772K BTC. 1M BTC AUM is in play for 2026. - Thomas Fahrer
➡️Bitcoin’s cost basis distribution heatmap shows a 940,000 BTC supply cluster in the $84K–$85K range, the largest since 2020.
➡️Bank of America’s wealth management chief investment officer says, “For investors with a strong interest in thematic innovation and comfort with elevated volatility, a modest allocation of 1% to 4% in digital assets could be appropriate," - Documenting Bitcoin
On the 2nd of January:
➡️New Bitcoin whales are buying at an unprecedented pace
➡️Bitcoin has reclaimed $90,000 and is already up over +3.5% in 2026.
On the 3rd of January:
➡️Bitcoin is 17 years old. January 3rd, 2009, Satoshi Nakamoto mined the Genesis Block. This may be the most important event in modern human history.
On the 5th of January:
➡️Pierre Rochard: Bitcoin network total gross settlement was $25 trillion in 2025. An astonishing achievement for monetary software technology that is only 17 years old. The experts said it was going to zero.
One side note from my part. I wouldn't classify it as settlement volume then...just on chain volume. Most of that is exchanges moving about on the chain.
➡️Strategy has acquired 1,287 BTC to increase its BTC Reserve to ₿673,783 and has increased its USD Reserve by $62 million to $2.25 billion. - Saylor
Another 1287 wholecoiners eliminated.
🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: The System Is Rigged & Bitcoin Is The Exit | Simon Dixon
Simon Dixon joins the show for a conversation on money, power, and why Bitcoin exists at all. Drawing on decades in investment banking and monetary reform, Simon explains why modern capitalism is not capitalism at all, how debt-based money guarantees systemic collapse, and why governments are not the real locus of power. They trace the origins of central banking, fractional reserve lending, and the financial industrial complex, and why attempts at reform were always destined to fail. They then turn to Bitcoin as both an exit and a battleground. Simon lays out the real attack vectors facing Bitcoin today, from Wall Street financialisation and ETFs to corporate treasury centralisation and custody capture. He explains why self-custody matters, why elites want different rules for themselves, and why Bitcoin can survive even if it is co-opted at the edges.
Click here:
Credit: I have used multiple sources!
My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
> Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
Photos hosted by Azzamo (
➡️Bitcoin history is wild. The birth of the HODL meme and Michael Saylor’s now iconic Bitcoin FUD tweet both happened on this day, December 18, exactly 12 years ago.
On the 19th of December:
➡️US Senate confirms pro-Bitcoin and crypto Michael Selig as chairman of the CFTC
➡️Bitcoin is energy, as you have read above (Daniel Batten post).
Documenting Bitcoin: 'This video shows a portable Bitcoin mine plugged into an oil well in the North Dakota wilderness. It makes a profit by recycling methane gas that would otherwise be vented or flared, converting it into electricity for mining while reducing waste and harmful emissions.'
Video: 
➡️Adam Back: pro-tip for quantum FUD promoters. Bitcoin does not use encryption. Get your basics right, or it's a tell.
I kinda lean to the following:
Adrian: 'Sorry, but that's the facts, and @adam3us is right to point out that if you don't understand this rather simple distinction, you probably should not be talking about a QC cracking Bitcoin.
TL/DR: A Quantum Computer wouldn't "decrypt" a private key; it would use Shor’s Algorithm to calculate a private key from a public key.
The Basics:
Encryption refers to the act of hiding information so only those with a key can read it. Bitcoin doesn't do this. The blockchain is a public ledger, so anyone can see every transaction, every amount, and every address. Nothing is "encrypted".
Bitcoin previously relied solely on the Elliptic Curve Digital Signature Algorithm (ECDSA) and upgraded to include Schnorr signatures with Taproot. Neither are encryption tools; they are authentication tools. Bitcoin uses SHA-256 (for hashing) to confirm that data hasn't been tampered with. A hash is more like a data fingerprint, not encryption.'
On the 20th of December:
➡️Rajat Soni: The value of your labor/time is trending to 0 in terms of Bitcoin. Today, your annual salary might be 0.5-0.7 BTC. Eventually, you will be paid 0.01 BTC or less for a year of your time. Every 0.1 BTC you own will give you a decade or more of time freedom and financial freedom.
Yes, Bitcoin is time, and I get the point, but I don't think labor will trend to zero. Productivity changes what kind of labor gets paid. Skills still create income. Focus less on income and more on exposure. Bitcoin protects savings.
➡️BlackRock’s Bitcoin ETF took in more money than GLD this year, even with BTC down YTD.
➡️Bitcoin News: Bitcoin miners are facing capitulation risks as revenue and difficulty diverge, with miner revenue down 11% since mid-October.
➡️Wicked: Look who’s leading the way in using Bitcoin as a medium of exchange. And the rest of the world isn’t far behind. Gradually, then suddenly.
On the 22nd of December:
➡️Saylor stacks $2.19 BILLION cash to back dividend payments on preferred shares.
Strategy has increased its USD Reserve by $748 million and now holds $2.19 billion and ₿671,268.
➡️If you bought Bitcoin with your $1,400 stimulus check in 2020, you'd now have over $16,113. - Bitcoin Magazine
On the 24th of December:
➡️Bitcoin network hashrate every Christmas Eve:
2009: 9 MH/s
2010: 108 GH/s
2011: 8 TH/s
2012: 22 TH/s
2013: 9 PH/s
2014: 271 PH/s
2015: 709 PH/s
2016: 2.3 EH/s
2017: 14 EH/s
2018: 39 EH/s
2019: 99 EH/s
2020: 134 EH/s
2021: 177 EH/s
2022: 240 EH/s
2023: 521 EH/s
2024: 779 EH/s
2025: 1.1 ZH/s
From 9 megahashes to 1.1 zettahashes. 122 trillion times more computational power is securing the network.' - Javier Hermosa
➡️Quinten:
Gold added $13 TRILLION in market cap.
Silver added $1.7 TRILLION in market cap.
If that capital flew into Bitcoin, it would be at $800,000. Still one of the biggest opportunities for long-term wealth
➡️Sminston With: If I were to show ONE chart to my family at dinner tonight (which I will), I would share this one. Use it to explain how if they start DCA'ing $100/week now, they can accumulate 0.1 BTC in 2.5 years. Then explain how if they wait 2 years to start, it will take them 5 years (7 years including wait time). Then explain how if they wait 5 years to start, it will take them 12 years (17 years including wait time). If they're smart enough to understand the price is presently undervalued, they MAY find it reasonable to work towards that starting point NOW, and STACK HARD, STACK EARLY.
➡️Spot gold prices surge above $4,500/oz for the first time in history. Gold is now a $31.5 TRILLION asset, nearly 7 TIMES larger than Nvidia.
Louis: 'Gold is a hard asset that produces no cash flow, and yet it has 7x the market cap of Nvidia, the most profitable company on earth.
The base case for Bitcoin is being digital gold. Gold is 15.75x larger than Bitcoin. Bitcoin has a lot of room to grow.'
Gold rallies first, then bitcoin rallies harder...right?
➡️Wicked: Working on the per 100,000 population version of the European map now. The Isle of Man is putting in work on a per capita basis...but that's because they've only got an estimated population of 84,160.
➡️Satoshi Flipper: 'If Bitcoin had been around for the last 75 years, those circles are all your bull market cycle tops. It doesn't happen EXACTLY every 4 years and has nothing to do with a calendar period LMAO. Now look at the current cycle and how flat it is; it should be obvious if you have a pair of working eyes that we haven't even started to form this bull market's cycle top yet.'
The only thing I am going to say is that markets rhyme with liquidity and growth, not with dates. Yes, the halving plays a role in the past, but won't be as important in the (nearby) future.
On the 26th of December:
➡️Bitcoin News: 'If you’re a Bitcoiner, don’t get jealous of silver going parabolic. It’s a trade that’s nearly 50 years in the making. The lesson? No matter how hard they try, assets harder than fiat cannot be held down forever.'
Silver has had 3 generational bull runs in the last 140 years: 1979, 2011, and today.
Good luck to everyone buying the top.
➡️Bitcoin News: 'Bitcoin fair value vs. Gold: $169,000 When priced against gold’s long-term trend, BTC remains significantly undervalued. If risk appetite returns to the market, the upside potential is massive. The Gold-Inferred Power Law suggests the "fair" price is nearly 2x the current price.'
On the 27th of December:
➡️Simple Mining: 'Hash rate down 4%. Weak miners are shutting off. That's not a warning. That's a signal. Historically, 90-day returns are positive 65% of the time after hash rate drops. Corporate treasuries just bought 42k BTC. Their largest accumulation since July. Weak miners leave. Strong miners stay. New miners enter. Difficulty adjusts. Competition thins. Block rewards remain.'
➡️The quote of the week is awesome, but how much energy backs the Bitcoin network, and roughly how much energy does that equate per coin?
The Bitcoin network's annual energy consumption is approximately 204 TWh (equivalent to 204 billion kWh), based on the latest estimates. With ~19.96 million Bitcoins mined, this equates to roughly 10,200 kWh per coin per year. Alternatively, the energy to mine one new Bitcoin is about 1.2 million kWh.
To put it in perspective, that 1.2M kWh to mine one BTC equals about 3,300 years of human labor (at 1 kWh/day equivalent). Bitcoin as ultimate stored energy?
The 2025 / 2026 market is trying to tell you something. The question is, are you listening?
➡️Bitcoin Archive: '14 of the top 25 U.S. banks are building Bitcoin products. Bitcoin isn’t being institutionalized. Institutions are being Bitcoinized.'
Anyway, sometimes you need to remember to zoom out.
You have been in this asset for a decade. Or for the next decade. Once you zoom out to a decade, day-to-day volatility stops being information and starts being a distraction.
You are betting on the fact that this is digital gold, a pristine monetary asset. You own 1 Bitcoin; you own 1 /21 Millionth of everything.
Everything else is noise. Everything else is just short-term emotion trying to rent space in a long-term decision.
I buy Bitcoin and do nothing. No charts, no earnings calls, no timing anything, no nothing… I use all the time I used to waste on research and managing a portfolio to spend with my new daughter, wife, my friends, and many hobbies. Bitcoin gave me a simple life.
➡️Adam Livingston: Bitcoin vs. Silver vs. Gold since January 1st, 2015: Silver: 405% Gold: 283% Bitcoin: 27,701% Even ignoring the first 6 years of Bitcoin's existence for the crybabies who whine about the timeframe comparison... ...gold and silver drastically underperform the APEX ASSET. BITCOIN IS INEVITABLE.
Now I do know it's a bit of cherry picking...So let's pick a different starting date, say 2020, and see how that works out.
Bitcoin massively outperformed shiny rocks by orders of magnitude.
Gold and silver are infinitely abundant. Bitcoin is fixed. Long-term, that's all that matters.
➡️Lugano, Switzerland, has emerged as a rare example of citywide Bitcoin adoption, where crypto is used for everything from buying coffee at McDonald’s to paying taxes, parking fines, and tuition. Through its Plan ₿ initiative, launched in 2022, residents and merchants can pay with Bitcoin or USDT via simple QR codes, attracted by Lightning Network fees often below 1%.' - Bitcoin News.
I truly hope, as I am part of the group Zwolle Bitcoinstad, we can achieve the same here in the Netherlands, Zwolle.
On the 28th of December:
➡️MicroSeed.io: 'When it comes to securing your Bitcoin seed phrase, never say never. Complacency loses a lot more Bitcoin than hacks. Don't trust, verify, including your process for recovery! Regular check-ups, just like the dentist!'
## 🎁If you have made it this far, I would like to give you a little gift:
What Bitcoin Did: Bitcoin in 2025: What Everyone Got Wrong | HODL & Odell
American HODL & Matt Odell join the show for a review of a year that left most Bitcoin narratives exposed. We unpack why expectations ran ahead of reality, why the super cycle never materialised, and how ETFs, treasury companies, and institutional capital quietly changed how this market actually operates. They get into Bitcoin’s underperformance versus gold and equities, the absence of meaningful retail demand, and how leverage distorted outcomes rather than driving real adoption.
They discuss what this means long-term. From institutional involvement and shifting power structures, to the breakdown of the four-year cycle framework. We also get into custody, incentives, freedom, and whether Bitcoin has to pass through the traditional system before it can meaningfully reshape it.
Click here:
Credit: I have used multiple sources!
My savings account:Bitcoin
The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
> Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
⠀⠀ ⠀ ⠀⠀⠀
Do you think this post is helpful to you?
If so, please share it and support my work with a zap.
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
⭐ Many thanks⭐
Felipe - Bitcoin Friday!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
Photos hosted by Azzamo (
On the 22nd of November:
➡️Bitcoin fell below the average Bitcoin ETFs purchase price.-Quinten
➡️Sales of Strategy’s Bitcoin-backed credit products jumped 50 percent week over week. Despite the unprecedented FUD aimed at the company this week, the numbers tell a very different story. - Bitcoin News
➡️'Bitcoin: It's not complicated. **Not Financial Advice**
My odds of knowing where the bottom is.
85% = $70,000 to $80,000
10% = $60,000 to $70,000
4.9% = $50,000 to $60,000
0.1% = $50,000 or less.' - Plan C
Luke Broyles put it out perfectly:
'Anyway, Bitcoin going to $150,000 after buying Bitcoin at $126,000 is a 19% gain. Bitcoin going to $150,000 after buying Bitcoin at $85,000 is a 76% gain.
Your % return is now 4x better.
This is a bummer, but only for the over-leveraged.'
Honey Badger DGAF!
➡️Bitcoin flashed the most oversold signal since $25,000.
➡️'Only the 6th time in Bitcoin history that it has been this oversold. Historic major bounces have occurred between 25 and 35—we are currently at 35.' -PlanC
Could this be the end of the bear market?
➡️Fed Chair Jerome Powell claims that Bitcoin is “just like digital gold”.
Bitcoin is not a competitor with the dollar but is a competitor with gold misses the overarching point that both gold and Bitcoin are serious competitors with the dollar. The dollar and all fiat currencies are doomed.
➡️Bitcoin News: A Bitcoin whale who had held since 2011 just cashed out their entire position, walking away with $1.3 billion in profits and zero BTC.
On the 23rd of November:
➡️Forum user asks Satoshi Nakamoto on November 22nd, 2009, “Are there any plans to make this service anonymous?” Satoshi responds, “There will be proxy settings in version 0.2 so you can connect through TOR.”
➡️Bitcoin News: JP Morgan dumped 25% of their MSTR position right before MSCI announced Bitcoin companies can’t enter major indexes. Totally normal timing, right?
Just a giant bank with perfect timing, selling right before a decision they definitely didn’t know about in advance. Pure coincidence. Nothing to see here.
➡️A major academic study on Bitcoin bans finds that Bitcoin bans can't stop BTC. Researchers analyzed 19 countries from 2013 to 2024 and discovered that Bitcoin’s decentralized network keeps markets integrated even under strict bans. China and Russia showed only partial segmentation, while smaller markets saw counterintuitive increases in integration after bans. The study concludes that unilateral restrictions are largely ineffective.
➡️Bitcoin Archive: SAYLOR ON POTENTIAL LIQUIDATION:
"As long as Bitcoin goes up 1.25% a year, we can pay the dividend forever." "If Bitcoin stops going up, we've got 80 years to figure out what we're going to do about that." I think they'll be alright.
➡️Overnight, 630,000 Bitcoin were removed from exchanges.
➡️'Rising difficulty. Shrinking target. Same result: tick tock, next block.
Assuming a network efficiency of 12–18 J/TH and a hashrate of 1.09 ZH/s, Bitcoin is consuming roughly 13–20 GW of power right now.
I don't think people understand just how ridiculously large a zettahash is...1,000,000,000,000,000,000,000, and that's per second! Bitcoin's proof of work is uncontested.' - Wicked
People who have no idea what this is, or what it means, will tell you Bitcoin doesn’t work. This is the largest distributed computer in existence. Gets bigger every day. Gets more efficient every day. The network is alive and thriving.
Oliver L. Velez: The three tools that have historically kept the masses blind, poor, and away from winning:
1) Fear campaigns of a pending threat. "Stay away!" (quantum);
2) Distraction with temporarily shinier-seeming alternatives to the clear winner (Zcash); If these aren't working so well...
3) Divide and conquer from within (Core Knots).
Bitcoin won't succumb to these age-old tactics, though. Its anti-fragility will only lead to these things making it stronger. BTC solved the Byzantine Generals' Dilemma. Look it up. The future is very bright, and we're stronger and stronger than ever.
➡️A SOLO MINER JUST HIT THE JACKPOT! A miner with a tiny setup running only 6 terahashes per second, so small it barely even registers on the Bitcoin network, managed to mine a full block and earn 3.146 BTC plus fees worth about $265,000.
➡️Bitcoin is Simple:
'1) DCA. 1A) Lump-Sum once Fear and Greed hit “Extreme Fear”. 2) Move Coins to Cold Storage. 3) Never sell. Rinse and Repeat. Your entire bloodline will be forever grateful.' - CarlBMenger
➡️Not really Bitcoin related, but in the end, yeah, Bitcoin related:
JPMorgan Chase, Citibank, and Morgan Stanley are among those that have been notified by Situsamc that their client data may have been taken- The New York Times
KYC = kill your customer
➡️Bitcoin News: Anchorage Digital has added support for Mezo, an EVM-compatible Bitcoin DeFi chain, giving institutions new ways to earn rewards and access liquidity without selling BTC. Clients can now use Anchorage’s self-custody wallet, Porto, to borrow against their BTC at fixed rates starting at 1%.
➡️The number of Bitcoin addresses holding at least 10K BTC hits a 5-month high of 90.
➡️Percentage Decline From Record High:
1. Oracle: -44%
2. Palantir: -30%
3. Meta: -27%
4. AMD: -27%
5. Tesla: -22%
And you think Bitcoin is dead because it's down 30% from its all-time high? - Bitcoin News
On the 24th of November:
➡️165,000 Bitcoin taken off Coinbase over the weekend! Cause TBD. But the last comparable plunge was just after FTX collapsed. Bitcoin was $16K' - Charles Edwards
➡️'China Discovers One of the Largest Gold Deposits in History, about 1,444 Tonnes of pure Gold. You can find more Gold, but you can’t mine more Bitcoin 21 million forever.' - CarlBMenger
➡️Sminston With:
I talk about Bitcoin's power law support line a lot, so... - - -
I finally ran a test everyone (probably) wonders about: How much does “buying the power law support” actually beat random timing in Bitcoin? It’s not even close. Comparing the two strategies from Jan 2015 → Nov 2025 (current ~$87k BTC.
Support strategy: (Buy $100 every single time BTC dips below the long-term power law floor):
→ 236 buys
→ Total cash invested: $23,600
→ BTC accumulated: 34.56 BTC
→ Final portfolio value today: $3,001,941. Yes, 3 mill from 23 G's.
Random timing strategy (1,000 simulations):
→ 236 buys (same as other strategy)
→ Total cash invested ($23,600) (also the same)
→ Average outcome: $1.26M → 3 std deviations (top ~0.15%): $1.71M
Even the luckiest bastard in this pile is not even half as well off as the support strategist.
The support buyer crushed every single random-timing simulation. Not 90%. Not 99%. 100% of the 1,000 random paths lost to buying the power law support. NOW CONSIDER: I believe understanding where the support line is is WAY easier than trying to understand where the tops are.
The peaks/bubbles are noise. Find the orange line. Mind the orange line.'
➡️Another Smintson With banger:
Bitcoin has a way of getting away from you. Lines represent how long it takes to stack 1 Bitcoin if you start that year.
If you start now, stacking $500/week can get you to 1 Bitcoin in 5 years.
If you wait 4 more years to begin, it will take you 22 years. Stack. Early. Stack. Hard.
➡️'More than 8% of all Bitcoin moved in the last 7 days. The last two times this happened?
1. March 2020 - $5,000 BTC
2. December 2018 - $3,500 BTC
This makes the latest drawdown one of the most significant on-chain events in Bitcoin’s history.' - Joe Burnett
On the 26th of November:
➡️'Have fun with all your Bitcoin Thanksgiving conversations.... Every year (except 24'), Bitcoins have been way off the annual high, and 2025 is no exception. Average drawdown: 37.16% from the year high. Median drawdown: 32.92% from the year high. Fun Fact: Bitcoin's epic bull run in 2017 still saw BTC price down -58.96% ($8,118) on Thanksgiving, and was only just weeks away from its December peak of $19,783. - Mark Moss
➡️'HOW JPMORGAN’S NEW BITCOIN PRODUCT WORKS.
The product is linked to BlackRock’s Bitcoin ETF (IBIT). If IBIT is at or above a target price in one year, investors automatically get a guaranteed 16 percent gain.
If IBIT is below that target, the investment continues until 2028. If IBIT rises by then, investors can make up to 1.5 times their money with no cap. If IBIT is down in 2028 but not more than 30 percent, investors get all their money back.
If it’s down more than 30 percent, investors take the loss past that point.' -Bitcoin News
On the 27th of November:
➡️Bitcoin extends gains and rises above $91,500, now up +14% since the November 21st low.
➡️'Compounding inflation is a global crisis:
Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%.
The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative inflation reached +15.1%, while Japan recorded +12.4% over the same period.
On the other hand, China saw only a +2.8% cumulative CPI increase, as the country has been struggling with weak domestic demand and a real estate downturn.
Put simply, consumers in major economies have lost 21% to 28% of their purchasing power since January 2021. Own assets or be left behind.'- TKL
Anyway, people, study Bitcoin.
➡️Highest amount of unrealized Bitcoin losses since the 2022 bear market.
➡️TFTC: The number of wallets holding 0.1 BTC went DOWN during the dip. Wallets with 1000+ BTC? Up. Newcomers are selling into weakness. Veterans accumulating. This is why most people don't make it. You know the game, freaks. Stay humble, stack sats.
On the 28th of November:
➡️Bitcoin extends gains and rises above $92.500, now up +15% since the November 21st low.
➡️VANECK: “By 2050, Bitcoin becomes a reserve asset that's used in global trade and held by global central banks at a 2% weight. In that model, we arrive at a $3,000,000 price target for Bitcoin.” "Into the MILLIONS over the medium term is a HIGH conviction call."
I always think it is funny to hear those kinds of predictions. I have always learned that you can only predict one thing, either price or time, not both.
And VanEck is into CrYpTo, and it's a speculative model—actual outcomes depend on adoption and global factors.
Meanwhile, BlackRock CEO Larry Fink says he changed his mind on Bitcoin. After years of calling it “the domain of money launderers and thieves,” he tells 60 Minutes, “there is a role for crypto in the same way there is a role for gold,” and says markets made him “relook at assumptions”.
Anyway:
➡️“70% of Bitcoin’s wealth sits ABOVE $85K.” – Checkmate
The ancient-history charts—$30K, $10K, $5K—don’t reflect today’s reality. This is now a game of sovereigns, banks, and price-insensitive allocators.
➡️IBIT shenanigans. 'At last, IBIT options are finally getting the treatment they deserve— Nasdaq just filed to increase options limit to 1 MILLION (from 25k a year ago). Institutional vol is finally here.
The rule filing literally says they’re doing this because IBIT has reached the same level of market cap, liquidity, and trading frequency as the biggest stocks. This is the category reserved for: AAPL, NVDA, MSFT, SPY, QQQ. That’s the club Bitcoin is now in.
It’s a simple story: Bigger limits → institutional size selling options(short vol. for structured product) → more market makers → easy to buy options → more retail.'
But remember >>>
➡️Quinten:
> 'Bitcoin dips -30%
> People’s reaction: extreme fear
> Black Friday -30% sale on junk
> People’s reaction: take my money
> This is why most people stay poor.
> They buy liabilities on sale and sell assets on fear, the exact opposite of how wealth is built.'
➡️Bitcoin falls below STH cost basis. Another buy-the-dip indicator flashes on Black Friday.
➡️Daniel Batten: All 12 Sustainability Media Outlets that cover Bitcoin Mining are now covering its environmental benefits!
1. Renewables Now: Bitcoin helps green energy adoption and grid stabilization. 
➡️You mathematically can't compound your way to wealth anymore... 20 years, 7% returns, 3% inflation, 40% taxes -- best case you 1.5x your investment. That is why the kids YOLO it... plain and simple.' -Sam Lessin.
Now the post is a bit of clickbait, and it is applicable to the U.S.; the moral of the story is the same, though.
And oh yeah, if only inflation were just 3%...anyway:
This is the hard truth people do not want to say out loud: You cannot compound when the system is subtracting faster than you can add. When inflation eats the base, taxes skim the flow, and real yields stay negative, the old compounding model becomes a museum artifact. That is why the young do not invest in “prudence.” They invest in convexity. When linear paths die, people reach for asymmetric ones. It is not irrational. It is adaptive. The math changed. The behavior followed.
Study Bitcoin!
➡️'Thirteen years ago today, Bitcoin’s first ‘halving’ program reduced the new mining block reward in half from 50 coins to 25 coins. This event marked the first time in history a decentralized monetary system automatically maintained new issuance on an open-source schedule of code.' - Documenting Bitcoin
(
The Latest Bitcoin & Macro news: Weekly Recap 22.11.2025
If you would rather read the long format, enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. (outside of Nostr) Click here:
## 🧡Bitcoin news🧡
Just want to start with the following...
What produces inflation? Milton Friedman had the answer decades ago: “Too much government spending and too much government creation of money - and nothing else.”
Study Bitcoin!
Photos hosted by Azzamo (
➡️Bitcoin News: Bitcoin just hit its 4th “death cross” of this cycle. The last three marked excellent buying opportunities. Historically, one year after a death cross, Bitcoin has been higher 50% of the time, with an average return of 85%.
On the 17th of November:
➡️
> 'IBIT alone is buying 1,200 BTC / day (all day average). All ETFs + MSTR 2,000 BTC / day = 1 MM BTC+ every 2 Years. (R2 = 93%).
> Most of the freely tradable supply will be bought in the next decade.' - Fred Krueger
➡️95% of the total Bitcoin supply has now been mined.
➡️Jeff Swanson: Bitcoin continues its collapse, ultimately going to zero. You can really see it here on this chart.
*On the 18th of November:*
➡️Bitcoin whales bought the dip below $100k
➡️The last time Bitcoin was here, global liquidity was $7 trillion lower.
➡️BTCosmonaut: 'This is without a doubt one of the most dangerous bear traps in Bitcoin history. Plebs are losing the plot and selling to Blackrock, Harvard, UAE, Czech, etc., because their WATCH is telling them to. Unfortunately, they will never see that Bitcoin again.'
➡️Joe Consorti: 'Bitcoin may be at its lowest price since April, but the assets held by spot ETFs are ~200,000 BTC higher. Don't let Goldman Sachs be more bullish than you.'
➡️Pre Black Friday deal: Bitcoin's on sale. 30% discount.
➡️El Salvador just bought $100 MILLION Bitcoin during the dip.
➡️'95% of the 21 million Bitcoins have officially been mined. Only 5% of BTC supply left to be mined over the next 114 years!' - Wicked
> Chapo:
> '21M total BTC
> 3M lost = 18M
> 75% owned by institutions, govts, funds
> Only ~4M BTC available for individuals globally to own.
> Individual average ownership = 1/2000 (0.0005) Bitcoin
> If you own anywhere close to a whole Bitcoin, you are rich AF.'
*On the 19th of November:*
➡️Bitcoin has broken below the 0.75 cost-basis quantile, a level that has historically marked bear-market territory. Across cycles, reclaiming and holding above it has been key to restoring bullish structure. Bulls will want to see this level regained. -Glassnode
➡️New Hampshire launches First Bitcoin-backed municipal bond.
*On the 20th of November:*
➡️'Short-term holders underwater:
• 2020 COVID crash 92% in a loss of $3,850
• 2022 FTX collapse 94% in a loss of $16,000
• Today: 99% in a loss at $89,000
This is the highest short-term holder capitulation ever recorded.'
➡️Charlie Bilello: At $86,000, Bitcoin is now down around 32% from its all-time high of $126,000 in early October. That's the biggest drawdown since April, but not unusual at all given its historical volatility.
➡️ Bitcoin's weekly RSI is at a level historically reserved for the bottom of bear market cycles, yet we're only 30% off the highs. It might be the fastest washout in Bitcoin history.
➡️Strategy: 'At current $BTC levels, we have 71 years of dividend coverage assuming the price stays flat. And any $BTC appreciation beyond 1.41% a year fully offsets our annual dividend obligations.'
Market: "We're gonna take Bitcoin down and force liquidate Saylor." Strategy: "Okay, sure. Assuming we do nothing else, you know that we have 71 years of dividends at this current Bitcoin price, right?"
Market: "Oh...um...well..."
On the 21st of November:
➡️At $80,600, Bitcoin is now down around 36% from its all-time high of $126,300 in early October. That's the biggest correction off an all-time high since 2022. Is this unusual volatility for Bitcoin? Not at all. We've seen similar or bigger drawdowns every year.
I saw Bitcoin crash from $20k to $3k, from $69k to $16k, and from $126k to $80k. Every dip was said to be Bitcoin's death, while in reality, every single one was a once-in-a-lifetime buying opportunity. Zoom out, chill, and HODL. Bitcoin will recover.
Aged like fine red wine.
➡️Bitcoin News: Bitcoin's Mean Reversion Oscillator just printed its first green (oversold) bar since April this year.
➡️The number of Bitcoin addresses worth over $100K has dropped 30% over the last two weeks.
➡️Bitcoin realized losses surge to levels last seen during the FTX collapse (Glassnode)
➡️'Binance spot orderbook just printed the single largest positive Depth Delta spike on record (deepest depth). Buy orders now massively outnumber sell orders below price, the strongest absorption signal we’ve seen all cycle. Previous extremes like this marked local lows within hours/days.' - ExitpumpBTC
➡️Bitcoin realized losses have surged to levels last seen during the FTX collapse, with short-term holders driving the bulk of the capitulation. The scale and speed of these losses reflect a meaningful washout of marginal demand as recent buyers unwind into the drawdown. - Glassnode
➡️Bit Paine: If this dip is truly being caused by a liquidity contraction before a wave of stimulus, then the only real historical comparison we have is the 2019 COVID crash, like the ocean going out before a tidal wave.
➡️Parker Lewis: "The most important learning from bitcoin's volatility is that bitcoin doesn't die. No central coordination, no bailouts, no moral hazard. On March 12th, 2020, Bitcoin crashed by 50% in a single day to $4,000. Did Bitcoin die? No. Is this good for Bitcoin? Yes. Same story."
➡️SOLO BLOCK FOUND A home miner with only ~6.73TH/s of total hashrate just mined a block for 3.146 BTC, totaling $264,558. The device that mined block 924569 appears to be a Bitaxe Gamma at 1.2TH/s.
*On the 22nd of November:*
➡️Bitcoin's weekly RSI has only been this low twice before:
1. 2019 bear market
2. 2022 bear market.
➡️Even if Bitcoin adoption completely froze today, its price could still track M2 money supply growth at about 8% per year. ~8% more USD. ~0% more BTC. Each year. But adoption is accelerating, not stopping, so a CAGR of 30% - 50%+ is more realistic.
➡️Billy Boone: 'If Bitcoin closes in the red in 2025, it will break the pattern, and everything you've ever thought to be predictable about the asset is over. In uncharted territory, macro makes the rules. And macro is ALWAYS forced to appreciate scarce assets eventually. Remember, we live in a world denominated in pieces of paper represented by numbers on a screen.'
➡️SwanDesk: 'Bitcoin Hashprice COLLAPSES to all-time low of $34.49/PH/s, down over -50% in weeks and the lowest in BTC’s entire history. This is much worse than even the 2021 China ban or the 2022 bear market. Miners are now hemorrhaging cash, which means forced selling and shutdowns are imminent.'
Miners capitulating at historic lows isn't a crisis; it's the reset Bitcoin needed. Weak hands exit, difficulty adjusts down, survivors mine profitably again. This is how BTC self-heals.
Anyway, people, just calm your tits and behold,
The Great Bitcoin Collapse:
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Credit: I have used multiple sources!
My savings account:
Bitcoin The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware)
> Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀
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SAIFEDEAN AMMOUS: "The biggest problem with Bitcoin is that it didn't exist before 2009."
🧡Bitcoin news🧡
On the 1st of September:
➡️'Bitcoin supply shock is imminent!' - Trending Bitcoin
On the 2nd of September:
➡️Wicked: 'Saving in dollars vs gold vs bitcoin: After 400 weeks of $50 DCA, you’d have $20,000 had you saved in dollars, 11.322 ounces of gold (worth $38,864) had you saved in gold, or 1.3719 BTC (worth $148,707) had you saved in bitcoin.'
Quick reminder: Gold officially hits $3,600/oz for the first time in history. Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return. Meanwhile, the US Dollar to Gold ratio is falling off a cliff.
What does that tell us?
Oh wait.... 'US M2 Money Supply is now growing at a +5.1% annualized rate of change. It should be no surprise that Core CPI inflation is back above 3.0%, AND rate cuts are on the way. After 10 years of 3% inflation, the US Dollar loses 25%+ of its purchasing power. This is on top of the ~20% in value that the US Dollar has lost since 2020. Own assets or you will be left behind.' - TKL
Anyway, got Bitcoin?
➡️Strategy has acquired 4,048 BTC for ~$449.3 million at ~$110,981 per bitcoin and has achieved BTC Yield of 25.7% YTD 2025. As of 9/1/2025, we hodl 636,505 Bitcoin acquired for ~$46.95 billion at ~$73,765 per Bitcoin.
➡️
Robin Seyr: 'They know it's a race between private sound money and state surveillance money. ⇒ Bitcoin vs. CBDC!"
➡️Parker Lewis: "Not changing your software or running new code is being framed as the heretical position, which feels like gaslighting. 2009-2024: run full nodes, verify, don't trust, default position is no. 2025: run light clients, trust the experts, if you don't change code, you're a retard."
➡️'Cango Inc. reports 663.7 Bitcoin produced in August, up from 650.5 in July, with 5,193.4 BTC held by month-end. Deployed hashrate stayed at 50 EH/s, while average operating hashrate rose to 43.74 EH/s from 40.91 EH/s.' - Bitcoin News
➡️Billionaire Ray Dalio warns of a "debt-induced heart attack in the near future." "I'd say three years, give or take a year or two." Dalio has warned Donald Trump’s America is drifting into 1930s-style autocratic politics — and said other investors are too scared of the president to speak up. 
In this report:
Why 2025 is a breakout year for business adoption
Bitcoin adoption across every industry
The Bitcoin Treasury Company Megatrend
How bitcoin goes mainstream for businesses 
➡️'Bitcoin smashes through $112K as Fed Governor Waller signals support for "multiple rate cuts" in the coming months.' - Bitcoin News
➡️River: 'You should be able to verify that your exchange is not selling paper bitcoin. It's a requirement to build a better financial system. All Bitcoin held on River is in proven full-reserve custody.'
We need that all over the space, and worldwide in each country.
➡️One month later, and MSTY's down another 10% in terms of Bitcoin. 
Even if a 'product' comes out of the Saylor fabric, paper Bitcoin is not Bitcoin... and it will go to 0, given enough time.
➡️'Simple way to see if we have juice left in this cycle: Track the Z-score of Bitcoin's (daily price - 200WMA), and we see that the resulting standard deviation has a history of creeping up to ~2-3σ, and somewhere around that 2-3σ crest there tends to be a BLOW-OFF to the 6-8σ range. We haven't seen that blow-off yet this cycle. Get your popcorn ready for Q4 - Sminston With
➡️West Main Self Storage buys an additional 0.089 Bitcoin and now holds a total of 0.52 BTC.
➡️Bloomberg reports Michael Saylor's Strategy "has met all the criteria — and more" to be added into the S&P 500
On the 5th of September:
➡️ 
➡️Bitcoin Archive: "$120 million Bitcoin and crypto longs liquidated in the past hour. Bitcoin fell -$2,500 in a few minutes."
➡️A solo Bitcoin miner has mined on this day a block worth $353,000.
➡️MARA mined 705 Bitcoin worth $77.7 MILLION in August. MARA now holds 52,477 BTC worth $5.9 BILLION. Second-largest public holder behind Strategy.
➡️El Salvador buys $50,000,000 worth of Gold. 
Anyway, got Bitcoin?
On the 7th of September:
➡️Companies are buying 1,755 BTC per day. That’s 4x the daily mining issuance of just 450 BTC.
➡️Next ₿itcoin Halving Progress ▓▓▓▓▓░░░░░░░░░░░░░░░░ 35% Current Block: 913,519 Halving Block: 1,050,000 Blocks Remaining: 136,481 Days Remaining: ~948 days It is projected to occur in 2 years and 217 days on 4/11/2028.
➡️Bitcoin mining difficulty sets a new all-time high above $136 TRILLION. Network is stronger than ever.
➡️Bitcoin illiquid supply hits a record 14.3M BTC. 72% of the total supply is locked up by long-term holders.
On the 8th of September:
➡️Bitcoin Archive: Massive crypto supply chain attack. Ledger CTO warns: Hardware wallet users must verify every transaction. Others should avoid on-chain activity until patched.
The drama here isn’t that a vulnerability exists — every system eventually reveals cracks. The drama is that 'crypto' has lulled people into forgetting the first principle of sovereignty: trust nothing blindly, not even your tools. And because no one bothers to listen, the majority of the people will continue to suffer. Do you know why Satoshi designed Bitcoin to be used "p2p"? It's because "3RD PARTIES ARE SECURITY HOLES...ALL OF THEM!". And for the love of god! When are people going to learn that Ledger is just crap and not air gapped? Just don't do shitcoins!
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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!
▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃
On the 26th of August:
➡️Semiconductor firm Sequans to raise $200 MILLION to buy Bitcoin for its treasury.
➡️By opening 401ks to alternative investments, the Trump administration just unlocked a $7 trillion market for Bitcoin. "This isn't regulatory capture, it's almost regulatory surrender."
Bitcoin News: "Did you know that new SEC Chair, Paul Atkins, has disclosed owning $6 million in crypto?'
➡️86% of Strategy’s 3,081 BTC purchase this week came from tapping the ATM and selling common MSTR shares.' -Bitcoin News
➡️Bitcoin News: "In its inaugural 'Bitcoin Long-Term Capital Market Assumptions, Bitwise lays out its bull case. Bitwise predicts Bitcoin could hit nearly $3 MILLION by 2035. Base case: $1.3M Bear case: $88K Bull case: $2.97M Too bullish or too bearish?"
➡️As shared last week, but a great reminder: If you hold Bitcoin for 3+ years, your odds of losing money are basically 0%.
On the 27th of August:
➡️A Bitcoin whale sent 750 BTC worth approximately $83 million to Binance, according to Nansen. They bought it 12 years ago for $322. Many whales have been selling recently. Once the market absorbs this supply, Bitcoin is likely to move higher.
➡️Bitcoin Archive: "Bitcoin total hash rate reaches a new all-time high. Hash precedes price."
➡️Priced in Bitcoin: "The Big Mac Index, Priced in BTC.
2015: ₿0.0099
2020: ₿0.000166
2025: ₿0.0000609
In 10 years: -99% in BTC, while USD +33%. Everything priced in bitcoin tends to zero.
On the 29th of August:
➡️River: Every Bitcoiner started as a critic. But as we pay attention and dig deeper, one by one, we change our minds. And all of them end up capitulating! 
➡️How can this be…I was told they only use Bitcoin to launder money.
On the 30th of August:
➡️Reminder: Bitcoin's volatility has been trending down since its inception. The trend also follows price, which Bitcoin has scaled by 7 orders of magnitude. Moving toward $1M Bitcoin will represent moving into a fully mature asset class, from which the early investors (you) will have greatly benefited, especially while enduring the stormy seas. Showing: Bitcoin's annualized 30-day volatility as a % (along with the rolling median). Bitcoin’s volatility: the ultimate chart.
Both Bitcoin volatility and returns have unquestionably followed a clear, diminishing pattern, which is logical and expected for a financial asset and network undergoing a stabilization process.
➡️ Institutions bought 690,710 BTC this year vs only 109,072 BTC mined. – Bitwise: That’s 6x more demand than supply.
➡️'New York’s Bitcoin bar @PubKey is rolling out a new deal: all payments made in Bitcoin get 21% off. That’s beers, burgers, dogs, and merch, everything on the menu.' -Bitcoin News
➡️West Main Self Storage buys an additional 0.088 #Bitcoin and now holds a total of 0.43 BTC.
On the 30th of August:
➡️Bitcoin Archive: "Bitcoin whale who sold 24,000 BTC last week just sent another 2,000 BTC to an exchange. Watch out for volatility again this weekend."
➡️"El Salvador has begun redistributing its National Strategic Bitcoin Reserve into multiple unused addresses, each capped at 500 BTC. The move enhances long-term security and reduces exposure to quantum threats by keeping public keys hashed and unused." -Bitcoin News
On the 31st of August:
➡️BLACKROCK: "If every millionaire in the U.S. asked their financial advisor to get them 1 Bitcoin, there wouldn’t be enough."
On the 1st of September:
➡️Michael Saylor's STRATEGY could join the S&P500 as early as this Friday. Passive index funds would be forced to buy billions in Bitcoin exposure.
➡️Solo miner mines an entire Bitcoin block worth $340,000. They won the Bitcoin lottery.
➡️The world's third-largest hydroelectric power plant in Paraguay turns renewable hydropower into Bitcoin.
➡️'Bitcoin closed August in the red for the 4th consecutive year. September is historically Bitcoin’s weakest month. Watch for a bottom this month before a surge in Q4.' - Bitcoin Archive
➡️The dollar is losing reserve currency status. It’s down to 42% of global reserves, and gold is rapidly rising. - Balaji
Some context: Gold's share of global international reserves rose 3 percentage points in Q1 2025, to 24%, the highest in 30 years. This marks the 3rd consecutive annual increase. Meanwhile, the US Dollar's share declined ~2 percentage points, to 42%, the lowest since the mid-1990s. The Euro share remained roughly unchanged at ~15%. Gold is now the world’s second-largest reserve asset after surpassing the Euro in 2024. Gold is seeing historic levels of demand.
Something Bitcoin flavour to add on.
What do you need besides this table, really? More Bitcoin! All aside, Bitcoin % will be max 20-30% in the next decade. Considering the alternatives, still the best.
Show this to your co-workers, friends, or family members if they ask you how to get started with investing. There is only one answer...
🎁If you have made it this far, I would like to give you a little gift:
For those who haven't gotten a chance to read Broken Money, remember that