This Week in Bitcoin

The bond market is whispering, Trump’s shouting, and Bitcoin is listening. What happens when the debt machine needs a reboot—and how that desperation could light the next Bitcoin firestorm. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS CPI inflation report February 2025 The Fed Shouldn’t Enable Donald Trump - Bloomberg 10-Year Treasury Constant Maturity Minus 3-Month Treasury Constant Maturity Truflation US Inflation Index Fact Sheet: President Donald J. Trump Establishes the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile – ] President Trump Confirms Strategic 'Crypto' Reserve with Bitcoin and Altcoins Donald Trump shares DETAILS on United States Strategic Bitcoin Reserve White House Crypto Summit Trump orders the government to explore pathways to acquire Bitcoin only with no cost to taxpayers. China and Middle Eastern countries are considering a "Bitcoin buying strategy," CNBC says. To clear up confusion here. This EO established 2 different things: a Strategic Bitcoin Reserve, and a U.S. Digital Asset Stockpile. US Bitcoin Reserve: Implementation Timeline Accelerated Satsify: ⚡ See Amazon prices in sats! FOSS Chrome extension that converts USD to Bitcoin satoshis instantly 🛍️ MUSIC Don’t Count Me Out by Jimmie Bratcher

Markets are stumbling, Bitcoin is under pressure, and the AI bubble might be popping. But beneath the chaos, something more substantial is forming. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS: S&P 500 ekes out gain on Wednesday, ending four-day run of losses M2 Money Supply Rises Microsoft CEO Admits That AI Is Generating Basically No Value Analyst says Microsoft is cutting AI data center spending, which may have led to market sell-off How to Prevent the Next $1.5B Bybit Hack: A Strategic Approach to Solving Blind Signing | Blockaid Blog Did liquidity in crypto just dry up? Apollo Investments worried about downside risks to economy, notes that every 1 federal employee may actually be 3 jobs because of 2 contractors. Apollo Global Management - Wikipedia Egg prices could increase by 41.1% in 2025 amid bird flu, egg shortages U.S. Marshals Service, Managing Billions of Seized Assets, Can't Say How Much Crypto It Holds Polymarket | Will Trump create Bitcoin reserve in first 1… BitKey Inheritance is live. Here’s how it works. The ‘Bitcoin’ Senator To Chair First Digital Asset Hearing Wednesday My bill to allow South Dakota to invest in Bitcoin died 9-3 in committee this morning. We will be back next year." Local news station KXAN covers the Texas Bitcoin Reserve bill Yes, Montana's Bitcoin reserve bill was rejected…

Bitcoin faces two major headwinds: memecoin mania draining liquidity and gold’s price run pulling in capital. But tides may be turning. I break down why these trends matter and what’s shifting. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling Links Argentina's Milei Faces Fraud Charges, Impeachment Calls After Failed Memecoin Launch Solana (SOL) Plummets 45% in 30 Days Transfers of physical gold from the Bank of England to New York is now exceeding the panic during the COVID-19 crisis. The Hidden Crisis Behind Gold’s Surge | Paper Gold Collapse? - YouTube Is Global Gold Shortage Brewing? Real Reason Behind Gold Flooding Out of London to U.S. | Josh Phair - YouTube Gold bars flown on commercial flights in rush to get to U.S. | Financial Post Gold Market Ructions Drive Singapore Exports to the US - Bloomberg Alby Hub v1.14.2 Introducing $FLD Bitcoin Mining Jobs Report ODELL on Nostr RE: Bitwise Donations Music DiscoBall By: JoJo Scott

If Bitcoin is the ultimate inflation hedge, why does it often sell on inflation news? I’ll break down the structural and psychological factors behind this strange market reaction—plus plenty more. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS: US inflation heats up to 3% for first time since June Global Inflation Rates Can Bitcoin Protect Against Inflation? Trump to announce new tariffs - YouTube Bitcoin Laws Fed's Powell, quizzed about trade, Musk, and bank safety, says economy is fine Watch Fed Chair Powell speak live before House Financial Services Committee Fed's Powell Says He's Also Worried About Debanking That Strained U.S. Crypto Fed Chair Powell open to revisiting crypto debanking issues DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s - YouTube GeneBean: Proxying Bitcoin Core and LND with Tailscale and Nginx GeneBean on Nostr Personal Bitcoin Loans & Crypto Lending | SALT Lending Alby Go v1.9.0: Push Notifications, Pay 0-amount Invoices & More Fold Launches Bitcoin Rewards Credit Card - Bitcoin Magazine The Fold Bitcoin Rewards Credit Card | Join the waitlist MUSIC Get It Right By Henry Invisible

US political chaos is shaking Bitcoin markets worldwide. Why it’s not just an American problem—and what all Bitcoiners need to know. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS 'They've done their homework': The unexpected power of Musk's digital assault on Washington Analysis: Elon Musk is crowning himself technoking of the federal government About 20,000 federal workers accept Trump's buyout offer, official says Top Treasury Official Quits Over Clash With Musk’s DOGE The GENIUS Act Tether is back on Bitcoin - Lightning Dominance Is Just Starting Taproot Assets on Lightning XRP Ledger Temporarily Halts Block Production, Ripple CTO Cites Possible Network 'Drift' - Decrypt Sparrow v2.1.1 released Download - Sparrow Wallet Blockstream Green Desktop v2.0.20 Fold is expanding its collaboration with Visa Pro-Crypto Scott Bessent Backed As Trump’s Treasury Pick MUSIC Lose My Shoes | Neon Neverminds

Why many Bitcoiners went to war with Ripple/XRP this week, the Fed policy's impact on Bitcoin post-Q1, and why I think Trump is walking into an economic trap. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS: Bank of Canada Cuts Rates As Expected, Ends QT, Restarts QE, And Drops Guidance On Looming Trade War | ZeroHedge Trump Lashes Out At Jerome Powell, Federal Reserve Jack Mallers on X: "Emergency Press Conference: Ripple is undermining American prosperity, freedom, and Bitcoin. Ripple is actively lobbying to stop a Bitcoin Strategic Reserve in the U.S. while pushing their centralized, corporate-controlled token. We will not stand for it. https://t.co/EHldJHxyR9" / X January 2025 Newsletter: Three Things Never to Fade - Lyn Alden Cathie Wood: Bitcoin is the leader in a new asset class and a movement towards a rules-based global monetary system. Bitcoin-Ringing-The-Bell-For-A-New-Asset-Class.pdf Head of the Czech central bank wants to buy BILLIONS of dollars in Bitcoin. . Trump takes step towards making US ‘crypto capital of the world’ - YouTube Ross Ulbricht on X: An Update from Ross Lt. Gov. Dan Patrick Announces First Round of Top 40 Priority Bills for the 2025 Legislative Session - Lieutenant Governor Dan Patrick Vancouver passes 'bitcoin friendly city' motion - YouTube Local expert makes case for Bitcoin - YouTube MUSIC: Lose My Shoes By Mantel Fox

Ross Ulbricht's journey from Silk Road to a presidential pardon is one of the most legondary stories in Bitcoin's history. I'll dive into his arrest, the government's tactics, and the unwavering support from the Bitcoin community. Then, my thoughts on Trump's coin, the big changes at the SEC, and much more. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS: Ross William Ulbricht's Laptop — FBI Reason' Why Trump Made a Deal to free Ross Ulbricht Full Phone Call with Ross at Bitcoin 2021 Conf Donald Trump Signs 'A Full and Unconditional Pardon' for Silk Road Founder Ross Ulbricht TRUMP, INFLATION, MICROSTRATEGY & BITCOIN w/ Lyn Alden - YouTube Trump's meme coins spark debate over crypto and ethics $TRUMP Is Already Worth Billions. What to Know About the Meme Coin. - WSJ Trump’s meme coin is a reminder of crypto’s dumbest use case | CNN Business Brian Armstrong on X: "We have the Solana backlog triaged" Eric Balchunas on X: "33 crypto ETFs now currently filed with SEC Trump's SEC launching 'crypto task force' to develop clear regulations for industry How Bitcoin mining stabilized the grid, saved Texans $18 billion, and earned the ire of Berkshire Hathaway Energy Australian couple is selling their block of land for Bitcoin. MUSIC Do It Good by Henry Invisible

Inflation climbs, but Bitcoin shines. In this episode, I'll dive into pivotal executive orders, banks stepping into Bitcoin lending, and the growing reserves trend across nations, states, and corporations. Then, I'll zoom out, and we'll see how it all fits together. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling Episode Links: US Inflation Rises to 2.9% in December 2024 Core inflation rate slows to 3.2% in December, less than expected - YouTube U.S. spent $308B on debt interest in first quarter of FY2025 - YouTube Starting to See More Wealth Advisors in Crypto: BlackRock's Mitchnick - YouTube BlackRock says Bitcoin adoption is still in early stages. Bitcoin's going to be one of the best performing assets this year, says Fundstrat's Tom Lee - YouTube Trump's potentially historic first day in office - YouTube Elon Musk isn’t the only tech leader helping shape the Trump administration - The Washington Post Intesa Makes First Spot Bitcoin Buy - YouTube Fred Thiel Mara CEO Says THings Get Intresting when the Banks can lend Against Bitcoin Donald Trump's SEC to Revamp Crypto Policy & May Pause Enforcement Watch Sunday Morning: Jamie Dimon on the economy - Full show on CBS LIVE: US Government Selling Bitcoin? BTFD with Jack Mallers, Matt Odell, Marty Bent, & Calle - YouTube Music 21 Million by Rundance

A seismic shift is unfolding as fiscal dominance takes center stage. I'll explain the forces driving this new economic reality, the history we can learn from, and why Bitcoin stands poised to thrive in the chaos. Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS: Full Steam Ahead: All Aboard Fiscal Dominance - Lyn Alden Milton Friedman - The Great Depression Myth - YouTube The Great Depression According to Milton Friedman US companies rush to bond market in fundraising flurry Since the "Fed pivot" began just 111 days ago, interest rates are up more than +110 basis points. JPMorgan says 'debasement trade' is here to stay as bitcoin and gold gain structural importance Bitcoin ‘debasement trade’ is here to stay: JPMorgan Sasa | BitMEX Blog Given all the caveats, I believe I answered the question I posed at the outset. That is, the sasa of a letdown by team Trump on his proposed pro-crypto and pro-business legislation can be covered by an extremely positive dollar liquidity environment, an increase of up to $612 billion in the first quarter. Right on schedule, just like almost every other year, it will be time to sell in the late stages of the first quarter and chill on the beach, at the clerb, or on a ski resort in the southern hemisphere and wait for positive fiat liquidity conditions to re-emerge in the third quarter. Blockstream Jade Plus Hardware Wallet Bitkey: Self-custody bitcoin wallet Coinbase User Sentenced to Two Years for Bitcoin Tax Fraud to Surrender Access to $124 Million Bitcoin Fortune The Cryptoasset Service Providers (Due Diligence and Reporting Requirements) Regulations 2025 Alby Hub 1.13.0 New 45 megawatt bitcoin mine is under construction in Memphis

Powell pulls the punchbowl and $1.5 trillion in 'paper wealth' vanishes. I'll unpack Wall Street's meltdown, JPOW's 'maybe we'll cut, maybe we won’t' strategy, and how inflation still runs the show. Then, we take a serious look at the idea of a U.S. Strategic Bitcoin Reserve. Could an executive order make it happen overnight? Affiliate LINKS: 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling LINKS: What Is the National Debt Costing Us? Bitcoin Miner Hut 8 Buys $100M BTC Bringing Total Holdings to $1B The Dutch government urged to establish a National Bitcoin Reserve in an open letter. CNBC Daily Open: Expectations on Fed cuts were the lethal blow to markets El Salvador secures $3.5 billion IMF financing package after agreeing to make accepting Bitcoin voluntary and unwind its Chivo wallet. Bitcoin Crosses $108k, US Spot ETFs Are The Largest Holder, MSTR To Enter Nasdaq-100 US Federal Reserve cuts fed funds rate by 25 basis points SUMMARY OF FED CHAIR POWELL'S STATEMENT (12/18/24) Bitcoin Policy Institute drafts Executive Order for a Strategic Bitcoin Reserve for President Trump A US strategic reserve could push bitcoin to $500K: Bitwise CIO - YouTube FASB Officially Adopts Fair Value Accounting Rules for Bitcoin Starting December 2024 El Salvador to Scale Back Bitcoin Policies for $1.4 Billion IMF Loan Deal BlackRock releases 3 minute educational video explaining what Bitcoin is. MUSIC: Digital Age Blues by Simon C