@ Felipe

https://blossom.primal.net/b29f3be69deb46ffb4fdaa724df3ec11c327a737fa4e04e2d54f608810ac79db.png On Nostr, I will exclusively share the most significant Bitcoin news. (this note) For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. (next note) Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. Happy reading! The Latest Bitcoin & Macro news: Weekly Recap 12.05.2025 🧠Quote(s) of the week: 'Forget price predictions. Forget market cycle theory. Forget market cap estimates. Forget diminishing returns. Forget omega candles. Forget technical analysis. THE ONLY THING THAT MATTERS. Your assumption should be that the future has way more productivity than the present. Bitcoin is only 0.2% of the present world. Imagine buying 1/500th of the world in 1925 and holding onto it to it was worth half of the world of 1950, 1990, or 2025… Bitcoin is cheap.' - Luke Broyles Bitcoin is Time (great article by Der Gigi), and productivity's going digital, and Bitcoin’s the base layer. 🧡Bitcoin news🧡 Retail is absent from Bitcoin because at $100K, they think they have missed the boat. WRONG!https://i.ibb.co/2pmz4fS/Gqcjoxs-XEAAMl-BF.jpg On the 5th of May: ➡️US Senator David McCormick discloses +$ 1.0 m Bitcoin purchase on recent dip. ➡️Bitcoin Knots just overtook the latest version of Bitcoin Core on Clark Moody's dashboard ➡️'Merchants in the City of Cannes, France will start accepting Bitcoin and crypto this summer, with the council aiming for 90% adoption.' - Bitcoin Archive ➡️River: Cash is king. Of killing savings. Beat inflation with a small bitcoin allocation.https://i.ibb.co/dJV9tvY8/Gq-MLy-Ag-Ww-AAXb-G.jpg ➡️150,000 people tuned into MicroStrategy’s earnings call. Not because of profits, but because they’re watching the blueprint for a Bitcoin-based financial system unfold in real time. Pledditor: 'The class of 2024/2025 is stacking MSTR more than they are stacking BTC, and that's not a great thing.' Keep in mind, they've never been shown proof that Strategy holds Bitcoin in a cold storage wallet address. I can't find the MicroStrategy wallets holding 555,450 BTC. Can you? On the 6th of May: ➡️'Serious report by Morgan Stanley. (You can read it here) -Bitcoin has sufficient market cap to be a reserve, but it is more volatile than other reserve currencies. -Volatility is decreasing. -$370b allocation to Bitcoin would reflect market cap proportions. -A reserve of 12%-17% of the total bitcoin supply would mirror other currency proportions. Overton window has shifted.' - Troy Cross ➡️Daniel Batten: 'Bitcoin's environmental benefits have now been validated in 20 peer-reviewed studies, according to a recent Cambridge University report. It's also now being covered by 13 mainstream news outlets. How times change!' Here you can find all the articles. https://x.com/DSBatten/status/1919521469090169127 On top of that, there are now 10 sustainable media magazines and news sites covering the environmental benefits of Bitcoin mining: https://x.com/DSBatten/status/1919518338092323260 Just imagine using only Bitcoin for transactions + store of value - while getting rid of all the banks and heavily reducing energy waste. ➡️UK Treasury’s Economic Secretary Emma Reynolds rules out national Bitcoin reserve. Says it's not “appropriate for our market.” HFSP ➡️Listed companies will invest about $205B in Bitcoin between 2025-2029, according to Bernstein. ➡️Dr. Jan Wüstenfeld: 'The Blockchain Group is ready to up their Bitcoin buying game. At their next Extraordinary General Meeting on June 10, they intend to increase their capital-raising capacity to more than €10 billion to accelerate their Bitcoin treasury strategy—at a Bitcoin price of €83k, that would be more than 120,000 Bitcoin. For reference, they currently hold 640 Bitcoin valued at €53.12 million. That is a significant capital raise.'https://i.ibb.co/k2SvJ0Ny/Gq-WTPx-Za-YAA89-UV.jpg ➡️New Hampshire passes Bitcoin Reserve bill into law! Governor Ayotte signed HB 302 into law this morning, making NH the first U.S. state to enact a Bitcoin Reserve bill. ➡️Regarding the Bitcoin Core debate. I am inclined to take the free market perspective, but I also do not want Bitcoin to be anything like ETH. If you really want to understand the Bitcoin Core debate, I suggest you go and read the actual Pull Request on GitHub. Or else read the great following thread by ColeTU: https://threadreaderapp.com/thread/1919769008439464335.html ➡️Publicly traded company Thumzup Media Corp files to raise $500 million to buy more Bitcoin. ➡️Strike just launched Bitcoin-backed lending - CEO Jack Mallers Where does the yield come from? "By opening a loan, you authorize Strike to transfer your Bitcoin to a trusted third-party capital provider for the duration of the loan. Who? "The fact 'no rehypothecation' isn't explicitly guaranteed, means you should probably assume this collateral will be rehypothecated." BitPaine ➡️The Bitcoin Dominance chart is one of the most ruthless things I've ever seen. 3 years straight of destroying alts and no signs of stopping.' - Bitcoin Isaiahhttps://i.ibb.co/NGGvxyN/Gq-RRKJJWMAEWPEG.png ➡️Two long-dormant Silk Road–linked wallets from 2013 moved 3,421 Bitcoin worth $322.5 million in their first transactions in over a decade. ➡️U.S. Spot Bitcoin ETFs are aggressively accumulating Bitcoin again. In the past 7 days, ETFs added over 16,549 coins, while only 3,150 were mined. ➡️Only 993,285 addresses have more than 1 Bitcoin. On the 7th of May: ➡️Bitcoin is now up 383% since 2 ECB Bloggers wrote Bitcoin's obituary.https://i.ibb.co/b5KFCKBG/Fi7-AOz8-Uc-AAMlif.png ➡️ARIZONA's other Strategic Bitcoin Reserve bill, SB 1373, moves to Governor Hobbs' desk for signing. Last week, she vetoed the Bitcoin Reserve Bill SB 1025. ➡️Fintech Revolut to integrate the Bitcoin Lightning network. Revolut is now partnering with Lightspark. This will allow Revolut users to send Bitcoin instantly and with lower fees. ➡️Strategy has a larger treasury than Apple.https://i.ibb.co/0p81LqPg/Gq-TULsv-Ww-AA6-Plw.jpg ➡️ 7,200 BTC taken off exchanges yesterday and 103,000 the last month. ➡️ Metaplanet issues $25M in zero-coupon bonds to buy more Bitcoin. ➡️Bitcoin News: "Bitcoin’s volume-weighted market cap dominance is 93%. Unlike simple market cap, this metric factors in actual trading volume, revealing where real liquidity and demand are. Ignore it at your own peril." ➡️ New Hampshire is enacting a Bitcoin Strategic Reserve. Governor Ayotte signed HB302 into law. ➡️Bhutan becomes the 1st nation to implement nationwide Bitcoin payments for tourists. On the 8th of May: ➡️Bitcoin to be completely exempt from capital gains tax under bill passed by the Missouri House. ➡️ Arizona Governor officially signs law to establish a Strategic Bitcoin Reserve Fund.https://i.ibb.co/d0Fpg3bH/Gqc-Ewoo-WUAAe-SLp.jpg ➡️ Oregon passed Senate Bill 167, updating its Uniform Commercial Code (UCC) to include Bitcoin and other digital assets. This new law recognizes digital assets as valid collateral and acknow ledges electronic records and signatures in commercial transactions. ➡️ UAE's state-owned oil giant Emarat accepts Bitcoin and crypto payments at petrol/gas stations. ➡️Standard Chartered Bank analyst apologizes for $120,000 Bitcoin price prediction, says target 'may be too low.' ➡️ 'The Texas House committee has approved SB 21; next steps are a Texas House vote by all members and the governor’s signature. It looks likely that Texas will have a Strategic Bitcoin Reserve, the big open question is how much BTC will be acquired.' -Pierre Rochard ➡️ A month ago first Bitcoin payment was made at a supermarket in Switzerland – Spar in Zug. Interesting data from Swiss supermarket payments (source @OpenCryptoPay): Even though they can be done with practically all "crypto," 90.8% of payments are in sats, 5.3% in stablecoins, 1.2% in WBTC. 20+ transactions per day. Amazing! On the 9th of May: ➡️'Steak n Shake is accepting Bitcoin payments at all locations starting May 16, making the cryptocurrency available to our more than 100 million customers. The movement is just beginning…' - Steak 'n' Shake Steak 'n Shake has 393 locations, primarily in the Midwest and the South.https://i.ibb.co/fddLCSsT/Gqd-d-Oq-Wc-AAQVMz.jpg ➡️Bitcoin is now the 3rd largest commodity in the world by market cap! Gold = $22 trillion Oil = $3 trillion Bitcoin = $2 trillion Bitcoin is among the top 5 biggest global assets with a +2 TRILLION market cap. Bigger than Amazon and Google (Alphabet)https://i.ibb.co/XkvShGFC/Gqgc-y-IXIAIa-G2-I.jpg ➡️Sam Callahan: A new BIS paper on Bitcoin dropped yesterday. To cut through the jargon: It concluded that Bitcoin use rises when inflation surges, remittances get pricey, and capital controls increase. In other words, when people need it most. Source ➡️ Bitcoin Archive: "Amazon, Tesla, & Google all had BIGGER drawdowns than Bitcoin in the last 6 months, & nobody says they are "too volatile". LAST ~6 MONTHS AMAZON -33% TESLA -56% GOOGLE - 32% BITCOIN - 31% Is Bitcoin volatile? Sure, but... ONLY BITCOIN BOUNCED BACK TO PUSH FOR NEW ALL-TIME HIGHS!" ➡️ If you own 1 WHOLE Bitcoin, you're a millionaire in 50 currencies. If you own 0.5 Bitcoin, you're a millionaire in 20-25 currencies. For example, the Turkish Lira has literally gone to ZERO against Bitcoin. The ultimate fate of every fiat currency, some will just get there faster than others Owning 1 BTC will make you a millionaire in ALL currencies in the next decade or so. ➡️ Former PayPal Vice President says Bitcoin Lightning Network will welcome “dozens of digital banks and wallets” and enable 100s of millions of people to receive Bitcoin-powered payments by the end of Q3. ➡️ Coinbase just disclosed in their Q1 filing: they custody 2.68 million bitcoin. That’s over 13% of all Bitcoin in circulation, on one platform. Is this the greatest honeypot in financial history? Yes, it is...read next week's Weekly Bitcoin update. ➡️ FORTUNE: “Meta is in discussions with crypto firms to introduce stablecoins as a means to manage payouts, and has also hired a vice president of product with crypto experience to help shepherd the discussions.” When Bitcoin? ➡️ 344,620 new Bitcoin wallets created as price surges to $103K, according to data from Santiment. ➡️ Great post + article by Parker Lewis: Bitcoin is Money https://x.com/parkeralewis/status/1920875453893443994 Discover alignment! Remember Satoshi's first words: 'A purely peer-to-peer version of electronic cash' ➡️Goldman Sachs has boosted its stake in BlackRock’s iShares Bitcoin Trust (IBIT) by 28%, now holding over 30.8 million shares valued at more than $1.4 billion as of March 31, according to an SEC filing. On the 10th of May: ➡️TeraWulf posted Q1 2025 revenue of $34.4M, down 19% from last year, as the Bitcoin Halving and power costs pressured margins. The company mined 372 BTC, with a sharp rise in power cost per coin to $ 66 K. On the 12th of May: ➡️Strategy has acquired 13,390 BTC for ~$1.34 billion at ~$99,856 per bitcoin and has achieved BTC Yield of 15.5% YTD 2025. As of 5/11/2025, we hold 568,840 Bitcoin acquired for ~$39.41 billion at ~$69,287 per Bitcoin. ➡️$66 billion Dell officially rejects shareholder proposal to add Bitcoin to treasury. ➡️The correlation of Bitcoin and M2 is staggering. Bitcoin continues to follow the Global M2 Money Supply (not liquidity) with a 70-day lag. When I made this chart last July, I didn't think it'd hold this tight of a relationship. M2 is a poor measure of money supply, but it's still fascinating to observe. https://i.ibb.co/gZy1m0rm/Gqs2-Oc-HXMAA-Qp-U.jpg ➡️Businesses are the largest net buyers of bitcoin so far this year, led by Strategy, which makes up 77% of the growth. ➡️Missouri moves to become the first U.S. state to eliminate capital gains tax on Bitcoin with the passage of HB 594. ➡️99% of Bitcoin will be mined by 2035.https://i.ibb.co/67t0PGtY/Gqu9qll-WUAUxwr-S.jpg 🎁If you have made it this far, I would like to give you a little gift: What Bitcoin Did - The True Cost of the Dollar Empire with Lyn Alden They discuss: The Trade Deficit Tariffs The Price of the USD Hegemony Bitcoin As a Neutral Reserve Asset https://youtu.be/GI-f8V8FGGM Credit: I have used multiple sources! My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. Use the code SE3997 Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀ ⠀⠀ ⠀ ⠀⠀⠀ Do you think this post is helpful to you? If so, please share it and support my work with a zap. ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃ ⭐ Many thanks⭐ Felipe - Bitcoin Friday! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃