@ Felipe

## 🧠Quote(s) of the week: 'For the love of God, Bitcoin is not a 'scam', and it is not 'going away'. Do yourself some good by honestly and thoroughly researching it, away from mainstream media nonsense. You can thank me and thousands of others on here later.' 'Do you actually understand what it means when the whole world tries to squeeze into a fixed supply digital asset that never gets diluted, is audited every 10 minutes, and trades 24/7 as the most liquid asset on earth? If you do, you’re holding on for dear life.' -Bitcoin For Freedom ## 🧡Bitcoin news🧡 After a short break from the recap, I am back. I got a new place and I had to focus on that project. Now before I start with this week's Weekly Recap I want to remind all the political larpers (Trump voters etc) of one thing: THE PROMISE 1. Strategic Bitcoin Reserve 2. Free Ross day one THE REALITY 1. 47M Wrapped BTC 2. Maybe free Ross later 3. 4.7M tron 4. 47M Ethereum 5. 4.7 M litecoin 6. Pardoned J6 participants Oh, and he launched the biggest meme/shitcoin, and rug pulled the shit out of it. On the 12th of January: ➡️Eighth consecutive positive adjustment on the horizon. We saw nine in 2021 and 17 in 2018. This is insane. ➡️A Santander Bank report highlights El Salvador’s booming tourism industry, fueled by Bitcoin adoption. The country announced 3.9M tourists in 2024—a 22% YoY increase and nearly double the levels seen between 2013-2016. ➡️Bitcoin mining difficulty increased by 0.6101% today. The network has programmatically adjusted to a new difficulty level of 110,451,907,374,649 hashes, ensuring the target block time remains stable as global computing power on the network fluctuates. ➡️We now have 7 states, and counting, pushing a Strategic Bitcoin Reserve Bill: - New Hampshire - Alabama - Florida - Pennsylvania - Texas - Ohio - North Dakota On the 13th of January: ➡️Italy's largest bank Intesa Sanpaolo has started buying Bitcoin, according to leaked internal emails which celebrate the "first transaction" of €1m for 11 Bitcoin. ➡️The number of Bitcoin addresses holding over 100 BTC has surged by 8.6% since Trump’s election in November. ➡️Ming Shing Group from Hong Kong just acquired 500 Bitcoin for $47M. ➡️Semler Scientific has acquired 237 BTC for ~$23.3 million at ~$98,267 per Bitcoin and has generated a BTC Yield of 99.3% since adopting our BTC treasury strategy in May 2024. As of 1/10/2025, we held 2,321  Bitcoin acquired for ~$191.9 million at ~$82,687 per Bitcoin. ➡️$11.5 trillion BlackRock says that Bitcoin adoption is outpacing the internet and mobile phones. On the 14th of January: ➡️The Bitcoin network has 610,929x more hashing computational power than the combined total of the world’s top 500 supercomputers. On the 16th of January: ➡️'Someone just moved 11,000 Bitcoin worth $1.1 BILLION around the world for ONLY $1.50 The world's most efficient monetary network.' - Pete Rizzo ➡️XRP is down 80% from its bitcoin all-time high in 2017. Just don't do shitcoins, it's that simple. On the 17th of January: ➡️'They did it again! Bindseil and Schaaf published the article, 'Arguments Against a Strategic Bitcoin Reserve'. It is a wild ride, reaching peak FUD. Maybe even so wild that they had to publish it in a newspaper and not as an ECB blog post. This is ultra bullish' - Dr. Jan Wüstenfeld ➡️Metaplanet's market cap closes above $1 billion for the first time since adopting a Bitcoin Standard. ➡️Jeroen Blokland: ‘Nearly one-fifth of all U.S. states are formally weighing whether to have public funds invest in Bitcoin.’ I am afraid and convinced at the same time that soon, the EU will be the only region still aiming to introduce a central bank digital currency. As a result, it will trigger more polarization, and Europe will lose the Bitcoin battle, just as it hopelessly lost the technology and AI battle. ➡️'ETH was supposed to become deflationary after the "merge" But now the supply is almost back to where it was BEFORE the merge If you're still falling for this shit, you deserve to get scammed.' -Rajat Soni To make it even worse: 'The ETHBTC ratio is now lower than the day when Coinbase listed it in 2016. You would have been buying ETH at ~$13, but funny enough if you would have just bought and held Bitcoin, you would have actually outperformed it.' -Pledditor. ➡️ First union in Idaho bought Bitcoin. ➡️ California state officials embraced Bitcoin. ➡️Wyoming filed for Strategic Bitcoin Reserve bill. ➡️Massachusetts filed for Strategic Bitcoin Reserve bill. Up to 10% of the $9 Billion Commonwealth Stabilization Fund can be invested in Bitcoin On the 18th of January: ➡️ Swiss Bitcoin advocates are pushing for the Swiss National Bank to add Bitcoin to the national reserves - Bloomberg They need 100,000 signatures to put it to a national vote. ➡️3.47M Bitcoin addresses hold more than 0.1 BTC. If you own one of them you’re set for life. ➡️Donald Trump dropped a meme coin instead of stacking Bitcoin for a Strategic Reserve. If the president of the UNITED STATES OF AMERICA can launch and promote a memecoin, then essentially it's OK (and not shamed) for anyone/anywhere to do so.  The grift to come is going to be unreal, even by CrApTo standards. A memecoin/shitcoin is a zero-sum* lottery. There is no wealth creation. Every buy order is simply matched by a sell order. After an initial spike, the price eventually crashes and the last buyers lose everything. That's the only thing I am going to share on the subject. [](https://i.ibb.co/jRctP3r/Ghpx9-BNWUAA2-Nxg.jpg) ➡️Arizona Strategic Bitcoin Reserve bill introduced The State can invest up to 10% from: 1) State general fund - $28B 2) State retirement funds - $50B ➡️ Bitwise bought +$200 MILLION Bitcoin for its ETF today. The biggest single-day inflow since launching last year. On the 19th of January: ➡️ Bitcoin Network System Explained in a Chart: [](https://i.ibb.co/RBrC5tw/Ghn8-Bv-BW8-AAi-Xu-X.jpg) On the 20th of January: ➡️Bitcoin mining difficulty hits a NEW ALL-TIME HIGH. ➡️YouTube rival Rumble started buying Bitcoin for its balance sheet on Friday - CEO ➡️Bitcoin went up 20x in Trump's first term as President. 10x this time? ## 💸Traditional Finance / Macro: 👉🏽no news ## 🏦Banks:  👉🏽Global central banks now hold more Gold than at any point in the past 45 years. Something is brewing. ## 🌎Macro/Geopolitics: On the 12th of January: 👉🏽Treasuries are entering their 6th year of the third great bond bear market of the last 240 years! On the 16th of January: 👉🏽EU Commission allows Thierry Breton to take up a new job at Bank of America despite a rule that requires a two-year waiting period before starting lobbying jobs. There are no rules for these corrupt EU (you fill in the blank). The rules apply only to citizens, not to the Brussels elite, and certainly not if you belong to the French political elite. In December I shared some news on the EU crusade against X. Let me explain this to you in simple terms. Breton, a man preaching about the ‘rule of law’ and X, while breaching the rules he signed up to himself: ‘Code of Conduct EU Commissioners’. Now read that again. Bitcoin only. Defund politicians. 👉🏽'The Congressional Budget Office just lowered the US population forecast by 11 million, to 372 million in 2054. This implies 6.3% growth over the next 30 years instead of the 10.5% previously expected. The agency also expects deaths to exceed births starting in 2033, 7 years earlier than in the 2024 estimates. Lower fertility rates and lower net immigration expectations were behind the outlook changes. Are we heading into a demographic crisis?' - TKL On the 17th of January: 👉🏽 Germany had 17 nuclear power plants. It shut them all down. Germany spent $1 Trillion for its energy revamp with the following results: - It is now totally dependent on Russian gas, French nuclear power electricity, and coal (the most polluting fossil fuel) - Its citizens pay the highest electricity price in Europe - It causes several times more CO2 per kWh than France Go woke, go broke. $1T for ruining both its economy and environment. Wunderbar! Just some data: In 2025, Europe is buying Russian gas at an unprecedented pace and spending billions of dollars on it, reports Politico. In the first 15 days of the year, the EU countries imported 837.3 thousand tons of Russian liquified natural gas (LNG). Just to show you how fucked up things are in the EU. EU companies are backstabbed by their own policymakers. 'Europe's carmakers risk hefty bill for carbon credit from Chinese rivals.' source: https://www.ft.com/content/677190d1-7d34-4506-a037-418baab67237 I read the article. It’mind-blowingng. It's like shooting a two-barrelled shotgun in your own nuts. On this point, EU regulators are destroying an entire part of the economy (Car manufacturing + subcontractors) and are giving the keys to Chinese companies. Go woke, go broke. China is making new coal plants at a rate that cancels German / EU efforts 10X or maybe 100x over. Now from an economic perspective: 'European equities are more or less where they were at the beginning of the century. Overregulation and bureaucracy throttling innovation, and belief in left redistribution nonsense instead of hard work and entrepreneurship have their price.' -Michael A. Arouet [](https://i.ibb.co/DWCV5pV/Ght-HId-Wc-AINW2x.jpg) 👉🏽Treasuries have experienced their worst rolling 10-year return in 90 YEARS, now at -0.5%. People out here still stacking U.S. gov bonds instead of Bitcoin. Data: U.S. Treasury bonds: -42% - Bitcoin: +809% 'The “smart money” is buying 30-year treasury bonds with a nominal yield of 1.20% on the whim that another investor (or central bank) will buy it from them at a higher price.' -Dylan Leclair On the 18th of January: 👉🏽Argentina has officially reached its first budget surplus in 14 years. Vamos! Under Milei’s leadership, Argentina turned a $7.94B trade deficit in 2023 into a record-smashing $18-19B surplus in 2024, surpassing the previous high of $16.89B in 2009. His push to boost energy exports from the Vaca Muerta shale reserves and ramp up grain sales is paying off, making Argentina a global exporting powerhouse again. With inflation already down from nearly 300% to 117.8%, Milei’s economic reforms are proving their worth. Argentinian President Javier Milei announces "Zero deficit is a reality...promises are fulfilled." Let me refrain from the above: ➡️Less state ➡️Less government expenses ➡️Capitalism ➡️Free market 👉🏽Wealth exodus accelerated by 157% in 2024: One millionaire leaves Britain every 45 minutes under Labour — Telegraph 157% increase in the outflow of millionaires since Labour came to power - including losing over 10,000 millionaires & 12 billionaires. All these people created wealth in the U.K. through living and spending. On the 19th of January: 👉🏽U.S. Housing Market 16.2% of Home Purchase Deals were canceled last month, the highest cancellation rate in history If for some reason people still believe Bitcoin is a Ponzi scheme, well that's their fault. Let me share with you the real Ponzi scheme. The following chart summarizes the impact of demographics on European pension systems really well: [](https://i.ibb.co/r7QkYsv/Gh-J7j41-Wg-AEah31.jpg) A ticking time bomb! The regulatory burdens suffered by citizens are imposed by unelectable bureaucrats! Study Bitcoin. ## 🎁If you have made it this far I would like to give you a little gift: Some fountain of Lyn Alden's wisdom: https://www.youtube.com/watch?v=fZlcrLZkNA8 Lyn Alden is a macro analyst, investment strategist, and the author of Broken Money. In this episode of What Bitcoin Did, they discuss the impact of fiscal policy on inflation, the Federal Reserve's constraints under fiscal dominance, and the role of tariffs in shaping the economic landscape. They also get into a Strategic Bitcoin Reserve, and what Donald Trump’s Administration will mean for Bitcoin. Credit: I have used multiple sources! The complete Weekly Recap will be accessible on my Bitcoin Friday page on Habla. Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. 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 BITCOINFRIDAY 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! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃