@ Felipe

## 🧠Quote(s) of the week: CBDC the digital euro - a centralized solution in search of a problem. While the ECB may see it as a way to 'modernize' finance, true innovation comes from empowering individuals, not consolidating control. CBDCs are just surveillance tools disguised as innovation. Bitcoin is the only true digital money—decentralized, scarce, and free. Stack sats, not CBDCs. ## 🧡Bitcoin news🧡 2025 https://i.ibb.co/vx988kT1/Gn-Ix-Dp-YWs-AASkiw.jpg On the 24th of March: ➡️The Pakistan central bank is exploring mining Bitcoin with excess electricity. ➡️'MicroStrategy just added another 7,000 Bitcoin to their treasury. They're now holding over 506,000 BTC ($44 billion). Look at the corporate Bitcoin ownership breakdown: - MicroStrategy: 506,000+ BTC - Marathon: ~46,000 BTC (10x smaller) - Riot: ~19,000 BTC (26x smaller) That acquisition curve has gone parabolic since Q4 2024. Strategy's buying pace now rivals what we're seeing from the Bitcoin ETFs, a single public company absorbing supply at an institutional scale. Clear institutional conviction signal here.' -Ecoinometrics ➡️SQUARE CEO JACK DORSEY: "Bitcoin will make the current financial system feel as irrelevant as the fax machine." On the 25th of March: ➡️'BITCOIN HASH-RIBBON FLASHES BUY SIGNAL  - This is one of the most reliable "buy" indicators.  - Significant price gains have followed 7 out of the last 7 times this indicator was triggered.' -Bitcoin Archive (foto) Bitcoin is always a buy. Just DCA. ➡️GameStop includes Bitcoin as a treasury reserve asset in its investment policy update. GameStop has $4.6 billion in cash to invest. ➡️Strategy’s sale of 8.5 million STRF shares closes today, unlocking $711 million in new capital to buy more Bitcoin. ➡️BBC News reports from a remote community of 15,000 people in the far north-western tip of Zambia relying on hydroelectric power, “The bitcoin mine now accounts for around 30% of the plant's revenue allowing them to keep the prices down for the local town” - Source: https://www.bbc.com/news/articles/cly4xe373p4o Gridless is doing a splendid job in Africa and showing through proof-of-work that if you aren't mining Bitcoin, you are wasting energy. It's time for such communities to appear more around the world. Daniel Batten: 'They couldn't resist zooming out and implying this is an outlier (it isn't, the majority of off-grid bitcoin mining operations are renewably powered). In doing so BBC made three factually incorrect statements at the end about Bitcoin mining straining grids (multiple peer-reviewed studies show the opposite is true), and "Greenidge gas power plant in New York which was renovated to mine bitcoin" (it didn't, it re-opened to supply power back to the grid), and stating that Bitcoin mining needs artificial govt incentives or rules to do the right thing (It doesn't, it's become 56.7% sustainably powered without any govt incentives) But let's shine the light on the positive - it has far fewer factually incorrect statements than previous reporting, and it is a step in the right direction in its gradual journey towards objective Bitcoin reporting for a media company that has until now only published negative news stories on Bitcoin.' ➡️Femke Halsema, Mayor of Amsterdam, wants a national ban on Bitcoin payments: "It undermines our civilization". I rather believe the opposite. Under Femke Halsema - Amsterdam - The number of civil servants increased by 50% (14K -> 20K) - Debt increased by 150% (4 billion -> approx. 10 billion) Despite high revenues, Amsterdam has to borrow nearly half a billion euros every year. Local taxes continue to rise, whether it's water authority taxes or property taxes (OZB). But, above all, you should be concerned about those 0.3% criminal Bitcoin / Crypto transactions (worldwide). The audacity. Even if the Netherlands were to legally ban Bitcoin payments, users could easily continue trading through foreign exchanges or peer-to-peer platforms. A ban might actually push Bitcoin usage further underground, making oversight of suspicious transactions worse rather than better. ➡️Mt. Gox moves 11.501 Bitcoin ($1B) for creditor repayment. ➡️BlackRock launched a European Bitcoin ETP today - Bloomberg ➡️North Carolina introduces a bill to invest 5% of state funds into Bitcoin. On the 26th of March: ➡️NYDIG just became a big Bitcoin miner. Crusoe, the first to scale Bitcoin mining off flared gas (~200MW worth, across 425 data centers) has sold its entire Bitcoin mining business to NYDIG. ➡️Metaplanet has raised ~$55.2m (¥8.28b) of equity capital through three trading days this week while partially deleveraging with the redemption of $23.3m (¥3.5b) of 0% ordinary bonds. ➡️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 Strategy currently holds. ➡️New feature by Protonmail enables their 100 million users to send Bitcoin using their email addresses. ➡️The Blockchain Group confirms the acquisition of 580 BTC for ~€47.3 million, the holding of a total of 620 BTC, and a BTC Yield of 709.8% YTD. → Confirmation of the acquisition of 580 BTC for ~€47.3 million at ~€81,550 per bitcoin → Total group holdings of 620 BTC for ~€50.5 million at ~€81,480 per bitcoin → Adoption of ‘BTC Yield’, ‘BTC Gain’, and ‘BTC € Gain’ as KPIs, following the steps of Strategy and Metaplanet This is a major step in our Bitcoin Treasury Company strategy focused on increasing Bitcoin per share over time. Source: https://t.co/QDj61ZDe6O The Blockchain Group is Europe's First Bitcoin Treasury Company! On the 27th of March: ➡️'Bitcoin's 4-year Compound Annual Growth Rate (CAGR) is at historic lows.' -Pierre Rochard ➡️Daniel Batten: Yet another paper on Bitcoin and energy TL:DR: "The opportunities offered by bitcoin mining in reduction of the greenhouse gas emissions and renewable energy transition are greater than generally assumed" The journal has a (high) impact factor of 7.1." Source: https://t.co/W3gytMgcpC ➡️A home miner with only 4 machines mined block 888737. https://i.ibb.co/7xm91R4t/Gn-Ef-H9y-Ws-AA4jkn.jpg Bitcoin proves anyone can participate and earn—true freedom! ➡️'Short-Term Holders have increased their Bitcoin holdings by 201,743 BTC to 5,750,076 BTC since January, remaining below previous cycle peaks. 200K BTC are currently held at an unrealized loss, representing about $17B.' -Bitcoin News ➡️Bitcoin mining hardware manufacturer Canaan signs a three-year colocation agreement with Mawson Infrastructure Group's Mawson Hosting LLC for facilities in Midland, Pennsylvania, and Edna, Texas. Most of the 4.7 EH/s hashrate is expected to be operational by Q2 2025. On the 28th of March: ➡️If Saylor had bet on ETH instead of Bitcoin, Strategy would be down $9 billion, instead of up $9 billion like they are today. ETHBTC made fresh lows 0.02210. Ether is down 74% against Bitcoin since switching from proof of work to proof of stake. Yikes! ➡️Representative introduces a strategic Bitcoin reserve bill in South Carolina. ➡️A Russian company built a Bitcoin mine in the Arctic. Set in the frozen city of Norilsk, the facility taps into cheap excess energy from one of the world's most isolated industrial hubs. ➡️The price of bitcoin has nearly followed the same phases of volatility for 15 years, according to Fidelity. https://i.ibb.co/LdQfrqG0/Gn-Ig-Skd-XMAAi-L3r.jpg another great chart: https://i.ibb.co/G4WmDjhd/Gn-JED1q-Xk-AAq-Kqk.jpg On the 29th of March: ➡️Public miner MARA with a $2B common stock offering to buy more Bitcoin. https://i.ibb.co/PZZxXJ37/Gn-Kj-Vqza-EAEUG-V.png ➡️California has officially included Bitcoin Rights protections in its newly proposed digital asset bill. If passed, it will guarantee the right to self-custody for nearly 40M residents and prohibit discrimination against Bitcoin use. ➡️The number of addresses with more than one Bitcoin has fallen below 1 million, standing today at 995,207. On the 31st of March: ➡️Larry Fink, Founder/CEO of BlackRock in his annual letter to shareholders: “If the U.S. doesn't get its debt under control, if deficits keep ballooning, America risks losing that position to digital assets like Bitcoin." https://www.blackrock.com/corporate/literature/presentation/larry-fink-annual-chairmans-letter.pdf ➡️Strategy has acquired 22,048 BTC for ~$1.92 billion at ~$86,969 per bitcoin and has achieved a BTC Yield of 11.0% YTD 2025. As of 3/30/2025, Strategy holds 528,185 $BTC acquired for ~$35.63 billion at ~$67,458 per bitcoin. ➡️ The Bitcoin Policy Institute releases a framework for the USA to buy $200 billion worth of #Bitcoin using Bit Bonds. ➡️Is Indonesia the next Bitcoin Country? Bitcoin Indonesia mapped out the entire Bitcoin ecosystem. A new map shows Bitcoin adoption EXPLODING across the Southeast Asian island nation of Indonesia. Check out all the communities, projects, and businesses embracing Bitcoin. The revolution is happening. https://i.ibb.co/cXL8mC0x/Gnbdg-Lub-IAAdwcb.jpg On the 1st of April: ➡️'Over 73,353 BTC were bought by corporations in Q1 2025. Only 40,500 BTC new Bitcoin was mined, but still no supply shock, for now... Which company do you want to see adopt BTC next?' Here is the breakdown by Alec: https://x.com/Alec_Bitcoin/status/1907062290345783723 ➡️After skeptics questioned Tether’s Bitcoin holdings, CEO Paolo Ardoino fired back, sharing the company’s BTC address with a confirmed balance of 92,646 BTC. On the same day Tether bought 8,888 Bitcoin worth $735 million as per on-chain data. They now hold over 100,000 BTC. ➡️'GameStop just raised $1.48B. They are expected to use that and possibly more of the now $6B+ on their balance sheet to buy Bitcoin. A master class on how to pivot from meme stock to capitalize on volatility in the ultimate store of value.' -James Lavish ➡️Texas' state house Democrats have proposed a bill that would authorize up to $250 million in state investment in Bitcoin and up to $10 million for each municipality and county. ➡️Human Rights Foundation donates 10 Bitcoins worth $830,000 to over 20 projects worldwide. Alex Gladstein: '1 billion sats gifted carefully to a variety of stellar organizations and individuals to support BTC privacy, decentralization, education, and p2p use, aimed at folks working under authoritarianism.' ## 💸Traditional Finance / Macro: On the 29th of March 👉🏽'From Wednesday to Friday, the S&P 500 lost -$100 billion PER trading hour for a total of -$2 TRILLION. Then, after the market closed on Friday, S&P 500 futures erased ANOTHER -$120 billion in minutes.' -TKL ## 🏦Banks:  👉🏽 no news ## 🌎Macro/Geopolitics: On the 24th of March: 👉🏽Financelot: 'This is fascinating. The Dow Jones to Gold Ratio is about to cross a level only seen 4 times in history. Every time it crossed this level it marked the beginning of an 18-month recession/depression. 1929, 1973, 2008 & 2025' I don't think we won't see a depression. History rhymes but doesn't always mean it will repeat, although human behavior stays the same. For now, it means the market is overvalued, gold is undervalued, or both. 👉🏽US household wealth is falling: US household equity wealth is set to drop a whopping -$3 trillion this quarter, the most since the 2022 bear market, according to BofA estimates. By comparison, equity holdings rose +$9 trillion in 2024 to a record $56 trillion. In other words, one-third of last year's gains have likely been wiped out due to the recent market pullback. Furthermore, the top 10% of the wealthiest Americans own 87% of US stocks. This, in turn, may negatively impact consumer spending as the top 10% reflect a record 50% of all consumer expenditures. Consumer spending is set to slow in Q2 2025.' -TKL 👉🏽Demolition of the Boiler House at Moorburg Power Plant in Hamburg. Germany is preparing for combat by dynamiting its own modern energy infrastructure down. This was the most advanced coal plant. 6 years old and cost three billion euros. The Netherlands is following a similar policy—they poured concrete into their gas drilling pipes. BowTiedMara on Twitter: "In 2022, a girl tied herself to the net at Roland Garros in protest, and she wore a T-shirt that said: "We have 1,028 days left." Today, the 27th of March, marks those 1,028 days, and nothing happened. Climate doomers are like Aztecs who think the sun stops unless they cut out some organs." 👉🏽Starting in April, the 66,000 employees of the European institutions will receive their seventh salary increase in just three years! Normally, this happens at most once per year. The President of the European Commission, Ursula von der Leyen, will see the largest increase, with her monthly salary rising to €34,800—an increase of €2,700—according to a report by the German newspaper Bild-Zeitung today. For the Dutch readers: https://ejbron.wordpress.com/2025/03/24/eu-bureaucraten-en-politici-krijgen-de-7e-salarisverhoging-sinds-2022/ They are compensating for the inflation they impose on the EU. Lucky them Fair to say we need a DOGE in Europe. On the 25th of March: 👉🏽Dutch minister announces a huge increase in excise duties of 25.8 cents on gasoline. On top of that, the price of gasoline will rise by an additional 7 cents due to the blending requirement and 11 cents due to the ETS-2 regulation. In a free market, prices would not be announced by politicians but would emerge through supply and demand. How I love the EU....although it is a bit more nuanced. The temporary discount is ending. Unless the parliament decides to extend it, the price of gasoline will rise. The Dutch government should simply spend less and abolish all taxes, excise duties, and levies on food, fuel, and energy. Never gonna happen though. 👉🏽"Shell will be thoroughly reviewing all its chemical divisions worldwide in the coming period. In Europe, this could lead to the partial or complete closure of various chemical branches." As mentioned multiple times last month, major industrial companies sounded the alarm. They warned that high energy costs in the Netherlands put their future at risk. Additionally, sustainability efforts and unclear government policies are challenging the sector. Frans Everts, President-Director of Shell Netherlands, warned that the entire industry could collapse. The Green Deal is moving full speed ahead—soon everyone will be relying on food banks… For the Dutch readers: https://nos.nl/artikel/2561036-shell-kijkt-naar-gedeeltelijke-sluiting-van-chemie-onderdelen On the 26th of March: 👉🏽EU countries will start using a digital driver’s license from 2030. This is the result of negotiations between the European Parliament and EU member states. In the Netherlands, the digital license will be valid for ten years and will be accessible via an app. And we all know which app that will be! The EU Digital Wallet must be filled, after all. Not just your driver’s license—everything will soon be linked to your digital identity. It’s all right there on the EU’s website, and it’s been planned for a long time. The COVID pass was already part of the rollout. The fact that they present these as separate steps just shows that they know people wouldn’t accept it if they were fully aware of what’s happening. On the 27th of March: 👉🏽Gold surpasses $3,100 for the first time in history. TKL: 'Gold prices have hit 50 all-time highs over the last 12 months, its best streak in 12 years. This is also the 3rd-longest streak on record after a historic run during the late 1970s. The 1970s came with a period of double-digit inflation, stagnant economic growth, and a high unemployment rate, also known as stagflation. As a result, gold prices recorded 4 consecutive yearly gains.' On the 31st of March for the first time, gold blasted through $100,000/kilogram. This time, gold prices have rallied 39% over the last 12 months, are up 16% year-to-date, and are on track for the 3rd annual positive performance.' 👉🏽NATO Secretary General Rutte insists there will be no normalization of relations with Russia for decades to come. On March 14, 2025, Bloomberg, Rutte says: "Once the war is over, relations with Russia will gradually be restored." On March 26, 2025, Rutte said: "There will be no normalization of relations with Russia for decades, even after the war is over." That is the Mark I know! "Mark Rutte, the long-serving Dutch Prime Minister, earned the nickname “Pinokkio” (Dutch for Pinocchio) primarily because of perceived dishonesty or evasiveness in political debates and scandals. While some still view Rutte as a pragmatic and stable leader, the nickname “Pinokkio” reflects a broader public sentiment of distrust, especially among those who felt betrayed by his communication style or decisions.” On the 28th of March: 👉🏽US consumers now expect 5.0%(!) inflation in the next twelve months. Inflation expectations have DOUBLED in just four months. That's huge! Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993. Tariff front-running has led to a $300+ BILLION trade deficit in 2 months, and consumer sentiment has collapsed. Atlanta Fed is now projecting that Q1 GDP will be -2.8%… a large contraction. It’s negative even “gold adjusted” 4 weeks ago it was +2.3% 8 weeks ago it was +3.9% Yikes! 👉🏽The State Department is officially shutting down USAID and has formally notified Congress of its closure. The remaining 900 employees are set to be terminated. 👉🏽Argentina’s Economy Grows 6.5% in January. Argentina’s Poverty Rate Drops from 52.9% to 38.1% in 15 Months Under Javier Milei 👉🏽Fix the money, fix the world: DOGE “There is actually really only ONE BANK ACCOUNT that's used to disperse ALL monies that go out of the federal government” “It's a big one — A couple of weeks ago it had $800 billion in it, it's the treasury general account” “We're serving 580+ agencies. And up until very recently, effectively they could say, make the payment and Treasury just sent it out as fast as possible. NO VERIFICATION” “There's a $500 billion of fraud every year. There are hundreds of billion dollars of improper payments and we can't pass an audit. The consolidated financial report is produced by treasury and we cannot pass an audit” Extremely fascinating interview by Bret Baier with the highly talented and competent DOGE team, which is rigorously streamlining the U.S. government bureaucracy. This work can only be done by competent (and motivated) outsiders with experience. Also urgently needed in the Netherlands, and in Europe. On the 29th of March: 👉🏽'US debt has been "limited" by the $36.104 trillion debt ceiling since January but the liabilities don't stop rising. As of today, US debt is now ~$37 trillion. Treasury has burned through $560BN of its cash balance in the past month. Just $280BN left.' -ZeroHedge On the 1st of April: In recent weeks, I have shared my opinion on the latest Dutch pension fund drama. This week: https://i.ibb.co/96ZhS0W/Gn-XEVQRXw-AM6b0-A.jpg APG and pension funds refused to invest in Dutch housing (for political reasons). This involved 25 billion euros. Currently we almost have a political scandal over a medal, but the fact that our pension system is being put at risk...no biggie!? For our own housing market? “Too political.” For war and Brussels' military ambitions? €100,000,000,000—no problem. They’re gambling with your pension while first-time buyers can’t afford a home and seniors struggle to make ends meet. Our money, their agenda. Got Bitcoin? I will end this Weekly Recap with a Stanley Druckenmiller quote: "My favorite quote of all time is maybe Mark Twain: "Put all your eggs in one basket and watch the basket carefully." "I tend to think that's what great investors do." I know what I do and have. Bitcoin! ## 🎁If you have made it this far I would like to give you a little gift: What Bitcoin Did: Peter Dunworth is the Director of a multi-family office and is the co-founder of The Bitcoin Adviser. In this episode, they discuss why Bitcoin is the only asset that can recapitalize the financial system, why Peter believes Bitcoin could become a $100 trillion asset within a decade, why credit markets are ultimately a collateral problem, and why financializing Bitcoin might be necessary to save Main Street from being collateral damage. They also get into Australia's property obsession, GameStop’s pivot to Bitcoin, the difference between Bitcoin derivatives and the asset itself, and MicroStrategy. https://www.youtube.com/watch?v=_bSprc0IAow 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! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃