@ Felipe

🧠Quote(s) of the week:

'For anybody worried about Bitcoin's current pullback, here's some perspective: Today's drawdowns are within range of previous bull-run pullbacks. In other words, corrections like these are historically normal during bull runs. Steady lads!' - The Bitcoin Layer

🧡Bitcoin news🧡

On the 4th of March:

➡️The IMF demands El Salvador stop buying Bitcoin as a condition of further funding. Disgusting! The IMF just made a very public confession: Bitcoin is a direct threat to their power.  By barring El Salvador from accumulating more, the IMF is admitting that sovereign Bitcoin adoption shatters their grip.

https://i.ibb.co/NgFPp5S2/Gl-Mv-Hf-X0-AAh05-N.png

'94 countries have loans with the IMF. All those countries were just sent a message that they can’t buy Bitcoin. This is why after 2021 no other countries followed El Salvador, SOMETHING stopped the momentum.

We now have a pretty good idea who was behind that.' - Nico (Bitvolt)

Please read the following tweet/post by Mags for more clarification on this topic.

https://x.com/Crypto_Mags/status/1897034635605062024

Alex Gladstein said it best: 'Zero coverage in the mainstream economic media but think of the simple implication:

The IMF considers Bitcoin a threat

No longer useless, but revolutionary.'

➡️River: 'The era of "banning" Bitcoin is over. It has never been more globally accessible than today. Countries are slowly coming around to Bitcoin products, payments, custody, and now reserves.' https://i.ibb.co/TD34f2tB/Gl-Io-Y0d-XMAAh0-KD.jpg

➡️'Crypto markets are now worth -$100 billion LESS than they were before the US Crypto Reserve announcement. Over the last 24 hours, crypto has erased -$500 BILLION of market cap in a massive reversal.

➡️China-based Holographic tech firm MicroCloud has purchased up to $200 million in Bitcoin.

➡️Riot mined 470 Bitcoin worth $39.6 million in February.

➡️BlackRock wakes up to Bitcoin's scarcity: "If every millionaire in the US asked their financial advisor to get them 1 bitcoin, there wouldn’t be enough." You don't say!😉 There isn't enough Bitcoin for everyone on earth to have 0.01 BTC. Today you can buy 0.01 BTC for $860. 0.01 BTC will eventually buy a house.

➡️North Korea’s Lazarus Group has fully laundered the proceeds of the Bybit hack. 500,000 ETH has been converted, primarily to BTC as ETH trades down to ~$2,100.

On the 5th of March:

➡️Metaplanet acquires another 497 Bitcoin, bringing its total holdings to 2,888. Metaplanet CEO says, “We wanna buy as much Bitcoin as we can before the price goes up.” “I think $1 Million is still cheap in the long term.”

➡️Strategy is the largest convertible bond issuer again in 2025. Year to date, they are 30% of the US convertible market, powered by Bitcoin.

On the 6th of March:

➡️Bhutan’s PM tells how strategic Bitcoin reserve helped finance their nation’s expenses. 'Hundreds of people have made billions of dollars on the back of Bitcoin - why aren't governments doing more?'

➡️Liquidity is coming! 'The Global M2 Money Supply chart just printed another vertical line.  (See the far right side of the chart. Yellow line.) https://i.ibb.co/zTT0M6dF/Gl-SPDYMWYAErkh-F.jpg

The rally for Bitcoin and other assets is going to be epic.' - Colin Talks

Two days later: Global liquidity just hit a new ATH, adding $1.5 TRILLION IN ONE DAY. The correlation with M2 is mainly with direction, not necessarily magnitude. Bitcoin is now at $78,000—only $8k away from fully converging with the path that the global M2 money supply charted ~70 days ago.

Fear and greed index at 20, a value reached in bull markets when bitcoin is on its way to making a local bottom.

➡️'Texas passed the Strategic Bitcoin Reserve legislation SB 21 in the Senate. Texas is the 8th biggest economy in the world. This would be like Italy, France, or India establishing a Bitcoin Reserve.' -Bitcoin Archive

On the 7th of March:

➡️USA Strategic Bitcoin Reserve Plan https://i.ibb.co/n8ML8KXW/Glc-ACZw-WIAAmck-S.jpg

https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile/

Bit Paine: I literally have not seen a single person who read the EO correctly. This is MORE than I was hoping for:

-BTC is recognized as a valuable strategic asset by the largest economy in the world.

-BTC and shitcoins are now officially separated in US government policy. Shitcoins seized won’t be sold, only Bitcoin is worth accumulating.

-Bessent and Lutnick were authorized to develop budget-neutral strategies for further acquisition.

Literally what else was anyone hoping for? This is everything.

The United States just signaled its intent to buy and hodl Bitcoin. Most people aren't aware of this information yet.

'I’ve noticed three distinct responses wrt the Strategic Bitcoin Reserve.

No-coiners: Totally unaware. Didn’t know it happened. Couldn’t tell you the current Bitcoin price either.

Bitcoin Tourists: Bummed the announcement didn’t instantly pump their bags. Anxious the top may be in this cycle. Considering selling some.

Real Bitcoiners: Euphoric, bullish, regardless of short-term price action, knowing the long-term paradigm shift to a Bitcoin standard is well underway.' - AlanBWatts

Which one are you?

On the 9th of March:

➡️'Internal Ripple emails, submitted in the SEC’s lawsuit over unregistered securities sales, reveal the company was behind promoting the “Bitcoin is controlled by China” FUD.' - Bitcoin News

➡️US Govt could sell some of its $800B gold to buy Bitcoin for its Strategic Reserve - Standard Chartered

On the 10th of March:

➡️Bitcoin just made the biggest weekly price drop in history with a $13,561 red candle. Bitcoin longs obliterated! Biggest wipeout since the crypto casino meltdowns (Celsius, 3AC, FTX). Leverage traders REKT

https://i.ibb.co/MDRcVnFH/Glr-id7-Ws-AA7xs2.jpg

➡️Spain's second-largest bank BBVA gets approval to launch Bitcoin trading and custody services

➡️Japanse giant, SBI VC, just acquired 4000 Bitcoin.

➡️Strategy to issue up to $21 billion in 8.00% Series A perpetual strike preferred stock through an ATM program to buy more Bitcoin.

➡️A Bitaxe Ultra with ~491 Gh/s just found block #887212 on Solo CK Pool. Absolutely obliterating the required difficulty with 719.9T! With a total of 3.3Th running on their account they had a 1 in 250,000,000 chance and they hit. Boom — a quarter million bucks off of $150 hardware.

➡️$1.5 trillion Franklin Templeton says the US Strategic Bitcoin Reserve can help alleviate the deficit.

💸Traditional Finance / Macro:

On the 3rd of March:

👉🏽'The S&P 500 has officially erased ALL of its post-election gains. The index has now lost -$3.3 TRILLION since February 19th. That's -$330 billion PER TRADING DAY for the last 10 days. The Dow Jones Industrial Average is now down -1,700 points in 24 hours. The S&P 500 is now just ~3% away from entering correction territory. The Nasdaq is now ~0.5% away from correction territory. $4 trillion+ of capital has been lost.'

On the 9th of March:

👉🏽On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of JPMstock.

On February 22nd, Warren Buffett announced a record $334 BILLION cash balance. This is one of the largest cash balances held by a public company ever recorded.

They held $286.5 BILLION of US Treasury Bills. Meanwhile, the US Federal Reserve held $195.3 billion in US Treasury Bills at the time of this announcement. This means that Berkshire Hathaway held ~$91.2 billion MORE of T-bills than the Fed.

Once again, unprecedented.

12 days later, the Nasdaq 100 crashed -11%.

What are the odds!? Almost as if they knew...

On the 10th of March:

'It is not Bitcoin that is crashing, it is the whole market that is.

JPMorgan Chase (JPM) -15%

Meta Platforms (META) -18%

Nvidia (NVDA) -30%

Tesla (TSLA) -50%

Apple (AAPL) -25%

Microsoft (MSFT) -22%

Amazon (AMZN) -28%

Alphabet (GOOGL) -20%

Netflix (NFLX) -35%

Walmart (WMT) -12%

Disney (DIS) -27%

Intel (INTC) -40%

Welcome to the first leg of the V-shaped economy. Trump's trade war is leading us to a V-shaped economy where there is an initial crash, and then a massive spike.' - Sina 21st Capital

That’s why DCA is key through the ups and downs to capitalize on the opportunity!

🏦Banks:

👉🏽 no news

🌎Macro/Geopolitics:

On the 3rd of February:

👉🏽60% of Americans have below a 6th-grade reading level, per Ray Dalio. And only 3 million are driving all technological innovation. Neo feudalism!?

👉🏽'Further evidence of a weakening labor market: The share of US consumers saying there will be fewer jobs over the next 6 months spiked to 26% in February, the highest in 12 years. This percentage now exceeds 2020 levels and is in line with 2001 levels. Furthermore, the share of Americans claiming jobs are hard to get jumped to 16%, the 3rd-highest since 2021. Americans believe the labor market is deteriorating.' - TKL

On the 4th of March:

👉🏽Italy rejects sending Italian troops to Ukraine. Italian Prime Minister Meloni tells France and the UK they are on their own if they go into Ukraine.

👉🏽The market is now pricing in three full Fed Fund rate cuts by the end of the year.

👉🏽Jeroen Blokland:

The European Union will invest up to EUR 800 billion to 'Rearm' itself. First, this is a positive sign that Europe is finally taking action. But why do European leaders deliberately and systematically avoid taking responsibility for the fact that they have acted too late? And not just concerning defense spending and the war in Ukraine.

And where does this EUR 800 billion leave the Draghi EUR 800 billion to improve competitiveness, which was also abandoned under the same 'leaders.' For markets, you see where this is going, right? Massive budget deficits, more debt accumulation, and massive pressure on the ECB to keep rates low. The last thing these European leaders need right now is any anxiety about the debt sustainability of France or Italy. Even though spending hundreds of billions of euros will cause more inflation. Why on earth would you strategically allocate to French government bonds? But still, Europe is moving because it finally realizes (at least I hope) that it must stand on its own feet.'

My problem with the new 'ReArm first' statement or thoughts on this topic is that the European Union could accommodate the increase in defense spending by reducing inessential and unproductive political spending. Instead, leaders are discussing how to disguise more debt.

Which will lead to a financial death spiral for the European Union. France and Italy have debt issues and Germany will have to spend on its own domestic problems. The money simply isn't there.

Oh and by the way, Von der Leyen, EU Commission President, said 'We are in an era of rearmament and Europe will step in as Trump pulls aid from Ukraine.

I will give you a reason why Von der Leyen is incompetent: In 2022, Von Der Leyen mocked Russia, claiming it was so desperate that it had to scavenge computer chips from dishwashers and that its industry was in tatters. Now, the same Von Der Leyen insists Europe must burn through 800 billion to defeat this supposedly ruined Russia.

For good measures please read the following article from 2019: "Among friends and foes alike, von der Leyen’s stewardship of the defense ministry, which she has headed since 2014, is regarded as a failure.", “The Bundeswehr’s condition is catastrophic,”

https://www.politico.eu/article/ursula-von-der-leyen-biography-career-inconvenient-truth/

First of all, not a single EU citizen cast a vote for her, and second of all, not a single EU citizen, will get to vote on this.

The EU is an anti-democratic, and neo-liberal disaster!

Bjorn Lomborg: EU badly spends €367 billion per year on climate

EU badly needs €325 billion per year on defense

Any ideas on how to fix this?

$381 (€367) billion on climate,

https://assets.bbhub.io/professional/sites/24/951623_BNEF-Energy-Transition-Trends-2025-Abridged.pdf…, need at least €325 billion for defense https://economist.com/europe/2025/02/27/europe-will-need-to-pull-all-the-levers-to-up-its-defence-spending

A simple rethink of the EU's costly and ineffective climate policy could free up hundreds of billions of euros. https://i.ibb.co/Kpks8kNj/Gl-R7-SHQXg-AATvl-U.jpg

👉🏽The tax on gas in the Netherlands has increased by more than 200% since 2015. While consumers paid 23 cents per cubic meter in 2015, in 2025 it will be 69.95 cents per cubic meter, according to a new comparison by gaslicht.com

To solve all the problems on the overloaded power grid and keep energy affordable for Dutch citizens and businesses, an astonishing investment of 195 billion euros will be needed over the next fifteen years. So that same dubious government is now going to solve the problems it created itself with taxpayers' money?

Now regarding the Climate Transition Plan 2040 and on this topic. The following report from CE Delft was released recently on January 17, 2025. https://kalavasta.com/reports/greenpeace_klimaatneutraal.pdf

The Conclusion:

'With an inflation rate and price uncertainty of approximately 4% per year, the investment will range between €607 billion and €1.350 trillion. Since prices generally tend to rise and estimated costs for megaprojects almost always exceed expectations, an estimate between €886 billion and €1.350 trillion is reasonable based on this study.'

Now my dear follower / weekly recap reader ask yourself: how does money work? And where does 'money' come from?

👉🏽Ireland will soon be able to tap into this energy via the Celtic Interconnector. Great work by Ireland, splendid job! They do know this is nuclear, right?

You know, the kind of energy generation that is banned in Ireland. Ireland following the Germany handbook:

Step 1: ban nuclear energy

Step 2: import nuclear energy from France

Step 3: the irony!

https://i.ibb.co/1fzVpmg5/Gl-OY-l-TWIAAFz-XJ.jpg

I'm sure France is delighted that once again it's having to subsidise Europe's stupid energy policies. Merci!

I haven't fact-checked the following statement but putainnnn:

'Three nuclear plants built in Ireland could provide up to 25% of the country's current power demand. That means 12 reactors could do it all and you'd have a totally green power grid.'

If true...just build your own nuclear reactors, you fucking morons.

👉🏽The Bank of England has spent £24 million of taxpayers' money on a UK CBDC so far. The Government should stop pumping huge amounts of public money into an intrusive digital pound that could severely impact financial privacy, freedom & fairness. A CBDC that no one will use, everyone will hate, and which (if launched) will randomly turn off for no apparent reason.

👉🏽Oil prices crash to their lowest level since November 2024 as recession odds rise sharply.

👉🏽Deutsche Telekom CEO fumes at EU bureaucracy: "You know, what Europe needs is a DOGE" — Bloomberg

On the 5th of March:

👉🏽German government bonds just posted their worst day since 1990.

👉🏽Macron just delivered his speech to the nation: “I’ve decided to begin strategic discussions on protecting our allies on the European continent with our French nuclear weapons” Nuclear weapons combined with Macron's big ego and unreliability—a dangerous combination.

https://i.ibb.co/Xf1gYsZ1/Gl-TY4-SXMAAZp-Gi.jpg

👉🏽'Global debt rose by ~$7 trillion in 2024, to a year-end record of $318 trillion. Emerging markets accounted for ~65% of this growth, driven by China, India, Saudi Arabia, and Turkey. Over the last 2.5 years, global debt has soared by a whopping ~$30 trillion. The global debt-to-GDP ratio also increased by 1.5 percentage points to 328%. This marks the first jump in the ratio since the 2020 pandemic. Deficit spending is becoming a global issue.' - TKL

https://i.ibb.co/Z1xLt3sD/Gl-SG03q-X0-AAS5-EP.jpg

On the 6th March:

👉🏽'Inflation is surging: US consumers believe inflation will rise to 6.0% over the next 12 months, the highest since May 2023.

This marks the 3rd consecutive monthly increase in expectations, according to the Conference Board survey. Moreover, Americans believe prices will rise at an annual rate of 3.5% over the next 5-10 years, a 30-year high.

Meanwhile, prices paid in regional manufacturing surveys in Philadelphia, New York, Kansas, and Texas all jumped to the highest since mid-2023. Lastly, the prices paid index for services remained elevated at 60.4 points in January, the third-highest since February 2023. Inflation is clearly HOT.' -TKL

👉🏽Japanese yields hitting levels not seen since the Great Financial Crisis.

👉🏽Trump Tariff War 1.0 vs 2.0:

The first Trump Trade War proved to be an exceptional buying opportunity, as shown below per ZeroHedge. Markets are trading on nearly the SAME exact route right now. Deja vu all over again. https://i.ibb.co/RGrPrkrg/Gl-Xf0f1-Ws-AABNP3.jpg

👉🏽Scott Bessent: “The first time I went to see President Trump he looked at me and said ‘How do we get this debt and deficit down without killing the economy?’ I’ve been thinking about this for 18 months… 25% of GDP goes through Area Code 202 (Washington DC)”

On the 7th of March:

👉🏽'The US economy adds 151,000 jobs in February, below expectations of 159,000. The unemployment rate RISES to 4.1%, above expectations of 4.0%. January's jobs report was also revised lower by -18,000 jobs. DOGE job cuts and economic uncertainty are ramping up.'

On the 9th of March:

👉🏽Christine Lagarde confirms the digital euro launches in October. The European Central Bank (ECB) is pushing ahead with its Central Bank Digital Currency (CBDC) – the Digital Euro – set to launch in October 2025.

They claim it’s about modernizing payments, but let’s be real: This adds no benefit to the current system for users. Instead, it’s about control, surveillance, and programmability of money.

The Digital Euro is not money. It’s a tool for control.

Bitcoin remains the only truly decentralized, censorship-resistant alternative. Your wealth, your freedom, your choice.

Will you accept the ECB’s financial panopticon, or will you opt-out?

https://i.ibb.co/jP1MP588/Glq-AGTm-WEAAc-EUW.jpg

🎁If you have made it this far I would like to give you a little gift:

What’s Driving Bitcoin Adoption in 2025?

This week, @PrestonPysh & @1basemoney discuss Bitcoin’s role as an "escape hatch" from financial chaos, its valuation models, and the impact of global liquidity on its future in the digital economy.

You can find the podcast here: youtu.be/2mhB0pHeHxA

Credit: I have used multiple sources!

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⭐ Many thanks⭐

Felipe - Bitcoin Friday!

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