What Bitcoin Did 2025: BITCOIN IN REVIEW | HODL & ODELL
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Jan 2, 2026 
American HODL, a Bitcoin commentator dedicated to long-term adoption, and Matt Odell, a Bitcoin developer and researcher, dissect a tumultuous year for Bitcoin. They explore why super cycle expectations fell flat and the shifting dynamics of institutional investment versus retail absence. The duo highlights how market distortions, driven by influencers and leverage, impacted true adoption. They delve into Bitcoin's performance against gold, the implications of quantum risk, and the complex relationship between governance and the crypto space.
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Stay Humble And Stack Sats
- Stay humble and keep stacking sats rather than chasing leveraged, risky plays.
- Treat Bitcoin as a long-term grind and avoid easy wins you expect to lose, says Matt Odell.
Institutions Accumulate, States Hold Back
- Institutional players are accumulating Bitcoin while states are not yet buyers.
- Bitcoin must enter the traditional system to fulfill its mandate, says American HODL.
Influencers Lost Market Control
- The influencer class lost market sway and retail involvement was minimal this cycle.
- Leverage and treasury companies distorted outcomes rather than driving durable adoption, says American HODL.