Felipe

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 12.01 - 19.01; 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 19.01.2026 🧠Quote(s) of the week: We are entering a period of hyper-deflation like the world has never seen before, and there is only one currency on Earth built for a technological hyperdeflationary world: Bitcoin. Gold was great during the industrial revolution, but it lacks critical features in a wired world. -Vijay Boyapati 'Bitcoin, truly, is an ego test at first. It was hard to buy a $10 because people bought it for 1 dollar. It was hard to buy it at $1000 because people bought it at $100. It will be hard to buy at $1 million because people bought it for under $100,000. No matter what, your first time buying Bitcoin will always feel like you are super late.' - RonSwanonson 🧡Bitcoin news🧡 Photos hosted by Azzamo ( https://azzamo.net/) 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 @Lawrence Lepard @Danny Knowles Lawrence Lepard is an investment manager and author of The Big Print. In this episode, he explains why the Federal Reserve has already pivoted back to money printing and why Inflation is now structurally embedded in the system. They discuss the growing inevitability of yield curve control, what gold and silver are signaling ,and why Bitcoin is the most asymmetric response to policy failure and monetary decay. Click here: https://youtu.be/gVnEWAR-06s 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! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃

On Nostr, I will exclusively share the most significant Bitcoin news. (this note) For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note) Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. Happy reading! The Latest Bitcoin & Macro news: Weekly Recap 01.09.2025 🧠Quote(s) of the week: James Lavish: "If you want to protest anything, protest central bank monetary manipulation that steals purchasing power from you daily. And the way to do that is by buying Bitcoin." @James Lavish The great promise of Bitcoin—its great and noble ambition—is that, some years from now, it will perhaps have healed the institution of money in our civilization. 🧡Bitcoin news🧡 On the 25th of August: ➡️The Bitcoin Fear and Greed Index is now almost back at "Fear" - Bitcoin Magazine Pro 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! @River ➡️Lyn Alden: "There's so much drama/chatter about bitcoin's boring price action. Just grinding generally upward with higher highs and lows. Since this has roughly been my base case (bullish but boring), I went and wrote a sci-fi book during this time. You can just kind of skip boring things." ➡️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 @Lyn Alden has a 30-minute animated video of it as well: https://youtu.be/jk_HWmmwiAs 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 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 24.02.2025 🧠Quote(s) of the week: 'When you self custody bitcoin, you strengthen the network. When trusted third parties hold your bitcoin, you weaken it.' - @Jameson Lopp 🧡Bitcoin news🧡 Unfortunately last week, the platform I am writing my Weekly Recaps on wasn't working. I apologize that you missed last week's recap. This week an extra long edition! On the 11th of February: ➡️The Swiss creator of ProtonMail launches a Bitcoin wallet that's open-source and self-custody to its 100 million customers. ➡️Polish Central Bank President Adam Glapiński rules out holding Bitcoin reserves "under any circumstances". "There is a lot to be said about Bitcoin. You can buy a lot and gain a lot, as well as lose a lot. However, we prefer something certain.” HFSP ➡️Email service provider Proton Mail just released an open-source Bitcoin wallet to their 100 million users. ➡️Publicly traded KULR buys an additional $10 million worth of Bitcoin. They now hold over 610 Bitcoin. ➡️Hong Kong confirms Bitcoin can be used as proof of capital for the new investment visa. ➡️'Bitcoin exchange reserves have hit a 3-year low of 2.5 million as demand continues to grow, per CryptoQuant. People are demanding physical gold and more Bitcoin. Interesting times.' -TKL ➡️Binance sold 3.600 Bitcoin ($350 million) from its reserves in January. ➡️Senator Lummis tells Fed Chair Jerome Powell: The Fed made a mess of Silicon Valley bank and there's a deliberate lack of understanding of Digital Asset policy by the Fed. During the hearing, Powell admitted there is a problem with crypto debanking, and also said never creating a central bank digital currency. ➡️Goldman Sachs just disclosed owning $1.58 BILLION Bitcoin through BlackRock and Fidelity ETFs. — MacroScope ➡️BlackRock has labeled Bitcoin as a “risk-off” asset. BlackRock says Bitcoin is “Risk Off” as a global monetary alternative, while ETH is “Risk On” as a blockchain play. Bitcoin is money, the rest of “crypto” is just a gamble. On the 12th of February: ➡️Metaplanet finished the day as Japan's 19th most liquid stock, with ¥42.6b (~$277 million) of trading volume. ➡️So far this year, Strategy's treasury operations have yielded a gain of 18,527 BTC, equivalent to approximately $ 1.8B in value. ➡️$114 billion VanEck's Matthew Sigel says the demand from 20 US Bitcoin Reserve bills could see states buy over 242,787 Bitcoin. ➡️Texas Senate Member Charles Schwertner filed legislation for a "Strategic Bitcoin Reserve" Two weeks ago, Texas Lieutenant Governor Dan Patrick announced he would make this a "priority bill for the 2025 legislative session." The new legislative text for the Texas Strategic Bitcoin Reserve, SB 21, is very bullish! It removes the annual buying limit of $500 million, the legislature can appropriate as much as it wants to save BTC. ➡️Metaplanet Secures 4.0 Billion JPY Through 0% Unsecured, Unguaranteed Bonds for Additional Bitcoin Acquisition. ➡️The National Bank of Canada has purchased Bitcoin ETF worth $2 million. ➡️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 currently holds. On that news, GameStop surges +20% considering buying Bitcoin with its $4.6 BILLION cash balance. On the 14th of February: ➡️JPMorgan Chase, which previously labeled Bitcoin as a Ponzi scheme and a tool for money laundering, has disclosed Bitcoin exposure through ETFs in its latest SEC filing. “If you can’t beat them, join them.” ➡️Barclays discloses holding $131M worth of Bitcoin through IBIT shares in its latest 13F filing. ➡️Hong Kong-based Avenir reported owning ~$600m Bitcoin through BlackRock’s ETF. ➡️Japanese energy consultant Remixpoint spent nearly its $65M target to acquire Bitcoin in 2024, according to the latest earnings presentation. Holdings rose over 8,000% in nine months, from 68M yen in March to ¥5.8B ($38M) by year-end. ➡️SBC Medical Group Holdings, a Delaware corporation headquartered in Tokyo, announces it will purchase 1B yen worth of Bitcoin. ➡️Trump had better hurry up—the global Bitcoin arms race has begun. One of the world's largest sovereign wealth funds is now actively accumulating bitcoin. Abu Dhabi’s sovereign wealth fund (with $1.75 Trillion AUM) invested $437 MILLION in Blackrock's Bitcoin ETF. Although buying a Bitcoin ETF and not the spot Bitcoin is kinda weak. ➡️More notable holdings from BlackRock's bitcoin ETF as of their latest filings (Dec 31): Goldman Sachs: 24,077,861 shares worth $1.35B (+89% increase) Millennium Mgmt: 23,498,001 shares worth $1.32B (+116% increase) State of Wisconsin Investment Board: 6,060,351 shares worth $339M (+110% increase) Tudor Investment Corp: 4,428,230 shares worth $248M (+409% increase) On the 15th of February: ➡️Milei, President Argentina, and his shitcoinery (LIBRA): was not announced by decree (so Milei acted on his own) posted on his official presidential accounts on X and IG ultra rug pull. Kirchnerists are planning their political trials, and shedding tears of joy. Saifedean Ammous: 'Astonishing shitcoinery by Milei, shocking even to shitcoiners. He marketed a shitcoin to support the growth of Argentina, received millions of dollars from fans worldwide, dumped his coins, tanked the coin 95%, deleted the tweet, and now expects everyone to just move on.' 'Government-shilled meme coin rug-pulls last month, country by country — scammers in suits running the same old fiat scam playbook.' - CarlBMenger Okay, one more quote on this topic: 'You think Presidents of countries will rug pull you with meme-coins but they won't seize your bitcoin held at custodians?'- Jameson Lopp 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. ➡️Global proprietary trading firm Jane Street Group has disclosed holdings of nearly 30K BTC ($2.8B), making it the largest Bitcoin ETF holder, surpassing Goldman Sachs at 25K BTC ($2.3B). ➡️Millennium Management owns $2.6B worth of Bitcoin. They’re the third largest hedge fund in the world. On the 16th of February: ➡️The National Bank of Canada and the Bank of Montreal are loading up on Strategy shares. ➡️In just one year, institutions have accumulated over 300,000 BTC in ETFs, nearly doubling their holdings since Q3 2024. Data from the latest 13F filings ➡️ The State of California has bought 41 million Dollars worth of Strategy MSTR with their pension funds. ➡️The California State Teachers Retirement System doubles its MSTR holdings, now worth $83 million. ➡️Cantor Fitzgerald, formerly led by Howard Lutnick, bought over $1 billion worth of MSTR shares in Q4, making it their largest position. With an average buy price of $229, they’re already up 47%. Lutnick now runs Trump’s new Sovereign Wealth Fund as Commerce Secretary. CalSTRS has $352 billion AUM and is the second largest pension fund in the USA. ➡️U.S. TREASURY SECRETARY SCOTT BESSENT: Bitcoin is "about freedom... I think everything is on the table with Bitcoin." On the 17th of February: ➡️'Bitcoin’s correlation with the S&P 500 has dropped to zero, marking a significant shift in market behavior. Historically tied to stocks, BTC is now moving independently, signaling a break from traditional macroeconomic influences.' - Bitcoin News ➡️'Imagine using money whose supply you can’t personally audit. Bitcoin's the only widely accepted form of money whose supply anyone with a $200 computer can fully verify. This is one of the key things that sets Bitcoin apart from everything else.' - Wicked ➡️Metaplanet buys another ¥4 billion worth of Bitcoin. 'After ten months on the Bitcoin Standard, Metaplanet owns approximately 1/10,340th of the world’s first & only absolutely scarce monetary asset.' - @Dylan LeClair ➡️2017 VCs dumping on ICOs 2020 DeFi rug pulls 2024 Meme coin pump and dumps That’s the last 3 cycles in crypto. It normally takes 3 mistakes for people to learn. This is why BTC dominance is climbing back to its proper equilibrium.' - Willy Woo ➡️GameStop is considering investing in Bitcoin. The company is sitting on over $4.5 billion in cash. On the 18th of February: ➡️Bitcoin ownership changed massively in 2024. ➡️Daniel Batten: 'Tether is buying a 51% stake in Adecoagro, a renewable energy and Agriculture company for $1.24 billion. Here's why this matters to Bitcoin mining, and Bitcoin.': https://x.com/DSBatten/status/1891903192939577687 ➡️Union Bank of Switzerland UBS has bought 1.2 Billion Dollars worth of Strategy MSTR at an average price of $289.62 per stock. ➡️4-Year CAGR: BTC: 14%/year Gold: 13%/year S&P500: 12%/year This is the first time BTC is in the same range as other major assets over 4 years. ➡️South African Publicly traded Altvest Capital adopts Bitcoin Treasury Strategy and plans to buy $10 million of BTC. On the 20th of February: ➡️'Michael Saylor's STRATEGY announced pricing for up to $2.3 BILLION of convertible notes to buy more Bitcoin This is a $300m increase since the initial announcement.' -Bitcoin Archive On the 21sst of February: ➡️The Bybit hack is officially the largest crypto heist in HISTORY. $1.46B+ stolen (especially ETH) and still counting. That's 16% of ALL previous crypto hacks COMBINED. The Bybit hacker, North Korea's Lazarus Group behind Bybit's $1.4 billion hack, is now the 14th largest ETH holder in the world. They hold roughly 0.42% of total supply, more than Fidelity, Vitalik, and 2x +what the Ethereum Foundation holds Ethereum is toast. They can roll back the chain and destroy what is left of the decentralization claim or allow North Korean baad actors to keep $1.4B of ETH and unleash an eternal internal battle. Either way, it is terrible. https://x.com/Leishman/status/1892970132000866335 Now are ask yourself: If Coinbase got hacked and their Bitcoin was stolen, would Bitcoin's CEO consider rolling back the chain? ➡️New report finds Bitcoin mining: https://x.com/MARAHoldings/status/1893015821535879475 brings $4.1 billion in annual U.S. gross product creates 31,000 jobs helps stabilize the grid On the 22nd of February: ➡️Montana's #Bitcoin Reserve Bill has died in the House. I fully agree with the following statement made by BitBuyer313 on X: "Unpopular fact. This bill is going to get shot down in every single state that it was proposed, and a Bitcoin strategic reserve is going to get shot down as well. In the case of an emergency, the US government is one EO 6102 away from a strategic reserve honeypot called Coinbase.' Not only Coinbase but also the ETFs and maybe even MSTR. On the 24th of February: ➡️Whales are buying Bitcoin in quantities never seen before. ➡️Strategy completes a $2 billion offering of convertible notes at 0% coupon and 35% premium so they can buy more Bitcoin. Meanwhile, Strategy has acquired 20,356 BTC for ~$1.99B at ~$97,514 per bitcoin and has achieved a Bitcoin Yield of 6.9% YTD 2025. As of 2/23/2025, we hodl 499,096 Bitcoin acquired for ~$33.1 billion at ~$66,357 per Bitcoin Strategy has now acquired 284,696 Bitcoin since the halving. That works out to 918 BTC per day since the halving. That is 2.04 times the daily issuance. Sjeezzzz ➡️Rezolve AI launches a $1B Bitcoin treasury program, starting with a $100M investment. ➡️'Citadel Securities to become Bitcoin and crypto liquidity provider for major exchanges like Coinbase, Binance, Crypto com, and others.' -Bitcoin Archive ➡️Germany's €370 BILLION Deka bank to launch Bitcoin and crypto trading+custody for institutions. ➡️Over $110,000,000,000 was wiped out from the crypto market in the past 24 hours. ➡️Montana, North Dakota, and Wyoming all rejected bills for state Strategic Bitcoin Reserves over volatility concerns. There are still 19 US states with live Strategic Bitcoin Reserves! A total of 5 states; WY, PA, ND, MT & MS have dead bills. Joe Burnett: 'Unpopular opinion: Bitcoin’s volatility DOES make holding bitcoin risky in the short term, but the volatility is a function of its active monetization and 60% CAGR. Short-term swings don’t affect its long-term fundamentals or long-term performance.' ➡️Despite $38.6B flowing into Bitcoin ETFs since January 2024, only $17.5B (44%) appears to be from direct long-term investment, according to 10x Research. The remaining 56% likely involves arbitrage, where short Bitcoin futures are used to balance ETF inflows.

The Latest Bitcoin & Macro news: Weekly Recap 27.01.2025 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! 🧠Quote(s) of the week: 'DeepSeek increases my conviction that Bitcoin must be the hurdle rate for capital deployment. AI innovation at this speed and scale will substantially disrupt valuation metrics across industries and is not currently priced in. Those who secure a war chest of Bitcoin will be the long-run winners, picking up distressed assets for pennies on the dollar. Focus on three things: AI, Bitcoin, and energy.' -Matt Cole Just to elaborate on the above statement by a tweet by @Dylan LeClair in 2021: 'Problems: 1. Infinite liquidity doesn’t fix a solvency issue. 2. Inflationary monetary policy can’t work against technological deflation. Solution: Bitcoin' To me it is crystal clear: BTC was built for this. AI deflates, central banks print, and Bitcoin absorbs the chaos. 🧡Bitcoin news🧡 On the 21st of January: ➡️MicroStrategy shareholders approved increasing the total number of shares from 330 million to 10.3 billion, paving the way for future fundraising to acquire more Bitcoin (55.8% approval). ➡️Bitcoin's mining difficulty has seen a 24% quarterly increase since August 2024. Saylor: "Bitcoin mining difficulty has reached a new all-time high. Creating BTC requires proof of work and significant energy, making it increasingly expensive over time. Historically, mining difficulty and price are closely linked—a strong signal for bullish momentum." The Difficulty Regression Model estimates the cost to mine 1 Bitcoin at $33.9K, while Bitcoin trades at ~$104K. This ~3x profitability margin showcases miners' resilience, even as mining difficulty continues to rise in this cycle: Glassnode https://t.co/bSY1SHBS7e ➡️'Bitcoin ETFs launched a year ago and now hold over 1,100,000 BTC which is ~5.7% of the current supply.' -Jameson Lopp ➡️The governor of the South African central bank scoffs at the idea of a strategic Bitcoin reserve asking, “Why not a strategic beef reserve? Why not an apple reserve? Why Bitcoin?!” And at that same panel discussion at the World Economic Forum, we had Brian Amstrong, CEO of Coinbase, praising Bitcoin as the best money in the world. “It’s clear at this point, bitcoin is a better form of money than gold…For a store-of-value, governments must hold bitcoin over time” ➡️Corporate announcements this morning: - MicroStrategy has bought 11,000 BTC for $1.1 billion, and now holds 461,000 bitcoin. Microstrategy now owns 2.195% of all Bitcoins that will ever exist. - KULR Technology Group has bought 79 BTC for $8 million, and now holds 510 bitcoin. - Genius Group has bought 52 BTC for $5 million, and now holds 420 bitcoin. ➡️ETH holders absolutely deserve what is coming. The following text/tweet by Vitalik Buterin just shows you how decentralized Ethereum is. 'No. This is not how this game works. The person deciding the new EF leadership team is me. One of the goals of the ongoing reform is to give the EF a "proper board", but until that happens it's me. If you "keep the pressure on", then you are creating an environment that is actively toxic to top talent. Some of Ethereum's best devs have been messaging me recently, expressing their disgust with the social media environment that people like you are creating. YOU ARE MAKING MY JOB HARDER. And you are decreasing the chance I have any interest whatsoever in doing "what you want". TLDR: There’s no “me” in Bitcoin. If your "crypto" has a leader, it's not decentralized. Period! ➡️Bitcoin mining in Texas has had a positive impact on the state's power grid and has also potentially saved billions by reducing reliance on expensive and polluting gas-peaking plants, according to the latest report from the Digital Assets Research Institute. ➡️Critical Metals Corp secures up to $500M in convertible note financing to purchase Bitcoin for its Bitcoin treasury strategy. This makes them the first Nasdaq-listed critical minerals company to adopt Bitcoin as a treasury reserve asset. ➡️Legendary investor Ray Dalio says Bitcoin he owns Bitcoin to “reduce the risk of a portfolio”. On the 22nd of January: ➡️ Finally Ross Ulbricht is free. Pardoning Ross is a promise fulfilled by Trump. Revealing that this was an act of the deep state is next level, calling the people who convicted him "scum." Trump: "The scum that worked to convict him were some of the same lunatics who were involved in the modern-day weaponization of government against me. He was given two life sentences, plus 40 years." Politicians stay Politicians, but I am glad Ross is free. Ross didn’t sell drugs—he built an anonymous, free, and open platform on Tor called Silk Road. 'Silk Road sold apparel, art, books, collectibles, computer equipment, electronics, herbs, and yeah—drugs. But according to friends who used it, Silk Road was arguably the safest way drugs were ever sold: no street violence, no shady deals, and zero fentanyl. Everything was tested and peer-reviewed, like an Amazon for substances.' Don’t forget… the DOJ seized 173,991 Bitcoin directly and indirectly from Ross Ulbricht. It was $34 Million when they took it. Today it’s worth ~$18.4 BILLION. Newcomers to Bitcoin may not understand why old-timers care so much about Ross Ulbricht. Great explanation by Vijay Boyapati: https://x.com/real_vijay/status/1881869635915809001 On the 23rd of January: ➡️China sold its entire 194K BTC stash, seized from PlusToken, despite official claims of transferring it to the national treasury, according to CryptoQuant CEO Ki Young Ju. ➡️YouTube rival Rumble to launch digital wallet to make Bitcoin and Tether payments. Tether-backed video-sharing platform Rumble to launch Rumble Wallet, which will allow creators to receive tips and subscription payments directly in Bitcoin or Tether. ➡️Ledger co-founder David Balland was kidnapped and a cryptocurrency ransom was demanded. GIGN rescued him and multiple suspects are in custody. https://x.com/0xLouisT/status/1882711063306666287 On the 24th of January: ➡️SAB 121 has been rescinded, allowing banks to custody Bitcoin. Banks can now offer Bitcoin services to hundreds of millions of customers. The Bitcoin Podcast: @walker But what exactly is SAB 121 and what does its repeal mean for Bitcoin? Eric Weiss breaks it down: "I think that's gonna be a massive, massive catalyst down the road for a US dollar price appreciation of Bitcoin." https://x.com/titcoinpodcast/status/1882599727880917490 ➡️Bitcoin is above $100k but retail interest is the lowest it's been in 3 years. ➡️How popular is Bitcoin on Wall Street? 6% of all the money flowing into American ETFs is now Bitcoin. ➡️A user just successfully sent ~$866,430,722 worth of Bitcoin for a 33¢ transaction fee using the blockchain. ➡️President Trump’s new executive order protects American’s right to use public blockchains, develop and deploy software, participate in mining and validation, transact without censorship, and safeguard their own digital assets. The freedom to build, mine, and hodl Bitcoin. ➡️Spot Bitcoin ETFs are now bigger than ESG ETFs. On the 25th of January: ➡️Bitcoin has completely dislocated from its ~70-day global M2 lag. It's been on a run of its own for the last 30 days. ➡️As mentioned above but also in the segment (Macro/Geopolitics) Trump took a bold stand against CBDCs, protecting Americans from the financial tyranny they represent. But now, Ripple is working behind the scenes to undermine his administration and sneak CBDCs in through a backdoor while lobbying heavily. Ripple is public enemy number one this cycle, and it’s time everyone recognized it. You don’t hate XRP enough, plain and simple. If you understood what they’re trying to pull, your outrage would be through the roof. Jameson Lopp @Jameson Lopp : There's Bitcoin, then there's Crypto, then there's Ripple. Ripple has attacked Bitcoin at a level rivaled only by BSV's lawsuits. Ripple explicitly wants to power CBDCs. They have always been focused on servicing banks. Few projects are as antithetical to Bitcoin. Brad Garlinghouse douchebag and CEO of Ripple: "We would not be profitable or cash flow positive without selling our XRP holdings.” All 100 billion XRP tokens were created out of thin air by Ripple Labs in 2012 and reserved for insiders. Ripple's income comes from dumping these coins on the public. On the 26th of January: ➡️Only 1,056,700 Bitcoin is left to be mined, forever. On the 27th of January: ➡️MicroStrategy has acquired 10,107 BTC for ~$1.1 billion at ~$105,596 per Bitcoin and has achieved a Bitcoin Yield of 2.90% YTD 2025. As of 1/26/2025, they hodl 471,107 Bitcoins acquired for ~$30.4 billion at ~$64,511 per Bitcoin. ➡️Russia's largest energy supplier Rosseti to launch Bitcoin mining operations in areas with excess electricity, aiming to optimize energy use, increase tax revenue, and support the development of BTC mining in Russia. ➡️Brazilian oil giant Petrobras to launch Bitcoin mining operations using excess natural gas produced during oil extraction, to reduce energy waste and carbon emissions. ➡️MicroStrategy to offer 2.5 million shares of 'Series A Perpetual Strike Preferred Stock' to buy more Bitcoin. ➡️Arizona is the first state to pass a bill out of committee to create a ‘Strategic Bitcoin Reserve.’ Co-sponsored by Wendy Rogers and Jeff Weninger, the bill now heads to the state Senate floor for a vote. ➡️El Salvador is now the second fastest-growing tourist destination in the world. Bitcoin and Tourism. ➡️'Cboe BZX Exchange files amended rules to allow in-kind redemptions and creations for the ARK 21Shares Bitcoin ETF. This follows Nasdaq’s similar filing for BlackRock’s iShares Bitcoin Trust, signaling progress in spot Bitcoin ETF mechanics.' -Bitcoin News What we have learned last week: 'Vitalik doesn’t buy Ethereum, only sells it. Ripple doesn’t buy XRP, only sells it. The US doesn’t buy USD, only prints it. There can only be one Bitcoin— wake up' - Cory Bates Credit: I have used multiple sources! The complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. 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 BITCOINFRIDAY 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! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃