@ Felipe

https://i.ibb.co/21mKCHNw/media-cache.jpg 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 03.03.2025 🧠Quote(s) of the week: Bitcoin adoption: - Slow enough to confuse nearly everyone. - Fast enough to change your life if you can just stay focused for 4 years. Do you notice the higher your intellect grows (thanks to Bitcoin) the more unsocial you become, in real life. Or it's just me? 'First companies will add Bitcoin to their balance sheets. Then states will buy for their treasuries. And finally, sovereigns will hold it as a strategic asset. A natural progression that is already underway.' - James Lavish nostr:nprofile1qy2hwumn8ghj7etyv4hzumn0wd68ytnvv9hxgq2hwaehxw309anxjmr5v4ezumn0wd68ytnhd9hx2tmwwp6kyvtnx4uhzdnhv9j8wuncv3jngmrgveen2dn8dcmrg6rh0f6ksmnxvym8ywtddg6rwdnjx4eng6rtw4h85em6w9e8xdn3xaaqqgxy3dwva4dd5axmq7xldvq055luzyuawwlsa5tduvja2g3qyywm65eft0d8 🧡Bitcoin news🧡 After last week's dip, I want to share the following quote and picture. Just to keep you sharp & focused. nostr:nprofile1qyt8wumn8ghj7ct5d3shxtnwdaehgu3wd3skueqpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgzr08nkh7nk4q9cmw02wkfprkgtk0n8kgszlzyqe384ll3qv5rp453f6g5h : "If you think in years, dips are opportunities—not problems. Zoom out." https://i.ibb.co/WW4XynYJ/Gkoc7-STXYAAR5mk.jpg Bitcoin for Freedom: 'The Bitcoin dip is the best test to check if you understand Bitcoin. If you feel bad when it dips you don’t understand it. When you understand Bitcoin the fiat value doesn’t affect you and you have FOMO all the time.' On the 25th of February: ➡️REKT! $1.5 BILLION leveraged crypto positions liquidated in 24 hours as Bitcoin plunges below $87,000. Bitcoin is down ~$20K from its all-time high of $109,354. $755.59 million was liquidated from the BTC perpetual futures market in the past 24 hours. Just know for now Bitcoin is still following (with a 2-3 month lag) global liquidity.https://i.ibb.co/zpxG8py/Gkqkw4-KW0-AIPSr1.jpg M2 is a measure of liquidity and has been declining since December, but has recently begun to inflect back up again. If history repeats the Bitcoin dip will soon come to an end and the recovery will be violent. Oh, and just one more thing on this topic: 'M2 money supply growth per cycle: 2013 cycle: +26% 2017 cycle: +22% 2021 cycle: +49% 2025 cycle: +0.5% We’ve seen this entire bull market happen with no new money in circulation.' - Bitcoin Isaiah nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgp3zw0jpuxdvzy8jzvsw0l2ajtv4c5c73sprf5pkfuvarx70cxz2ugmy43v ➡️Rep. Logan Manhart's bill, which aimed to establish a Bitcoin strategic reserver in South Dakota, failed in committee by a vote of 9-3. Manhart plans to reintroduce the bill next year. ➡️'Metaplanet has raised ~$47 million in equity at a market in the first four trading days of its “21m Plan,” with 5.54% of the plan completed to date.' - Dylan LeClair Metaplanet has purchased an additional 135 Bitcoin. ➡️'Germany’s €370 BILLION DekaBank is launching Bitcoin and crypto trading + custody for institutions. Their government sells BTC. Their citizens stack it.' - Bitcoin Archive ➡️At the end of the Weekly Recap, I always share a little gift, a podcast, an article, a report, or a newsletter. This week a report by River. Excellent report. Please give it a read. This is the most important graph in the entire document IMO; we're just getting started:https://i.ibb.co/Fk5Gyy08/Gkqx-Ltsbk-AET5-O.jpg ➡️'31% of Australians have owned BTC or crypto, an all-time-high in adoption, per IRCI '25. 42.9% anticipate widespread future adoption, though 14.3% cite economic and regulatory concerns for not investing. 1 in 5 investors reported banking transaction delays or blocks.' - Bitcoin News ➡️'For years, Bitcoiners pushed exchanges to adopt Lightning. And guess what? It worked. Public Lightning volume is up 266% in about a year.' -Sam Wouters ➡️The Bybit hackers are bridging their stolen ETH to Bitcoin. ➡️ America’s largest publicly traded Bitcoin mining company, Mara, just acquired this 114-megawatt wind farm in Hansford County, Texas. ➡️ 'MicroStrategy has $8.2B debt against $43.4B of BTC. A leverage ratio of ~19%. Only $5B of CBs are below their conversion price, so the effective leverage ratio is more like ~11.5%. BTC would have to drop 80%-90% for MSTR to become insolvent. And none of this debt matures until 2028...' - Bitcoin Overflow https://i.ibb.co/W4gBw8yy/Gkp-GF-t-Ww-AIS4-U1.jpg On the 26th of February: ➡️'The IMF today sent out a press release that says as per their agreement with El Salvador, "program commitments will confine" government purchases of bitcoin. This is the first time I've seen El Salvador's bitcoin reserve being implicated in the $1.4bn IMF deal.' - Pleditor ➡️'Unless bitcoin rebounds soon, it looks like the 4-year CAGR could dip below 10% for the first time ever.' - nostr:nprofile1qyt8wumn8ghj7cnfw33k76twv4ezuum0vd5kzmqpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqg909a5z75fgnxzjcej5lur94fq95sw3tc43edkfzucjxczhgncxuc80g2ys ➡️'This is currently who is selling. Short-term holders who bought the top are selling spot Bitcoin, this isn't leverage-driven, and perps aren't negative. That is why equities such as MSTR are green, they must have bottomed out or close to it. Just your old fashioned fire sale, in BTC.' - James van Stratenhttps://i.ibb.co/fbqzDfz/Gkve3-Ma-XEAAGizm.png More than 74% of realized Bitcoin losses came from holders who bought in the last month! Only the educated survive. ➡️Publicly traded Fold Holdings buys an additional 10 Bitcoins for $875,000. ➡️SEC closes its inquiry into Gemini without enforcement after a 699-day investigation. Cameron Winklevoss calls for accountability, suggesting agencies reimburse legal costs for investigations lacking clear guidelines. On the 28th of February: ➡️Matthew Sigel: List of Bitcoin corrections in the run-up to $20k in 2017: -41% -38% -29% -34% -41% -40% -27% List of Bitcoin corrections in the run-up to $69k in 2021: -21% -17% -31% -26% -55% (!!) -25% ➡️BlackRock adds its own Bitcoin ETF into its $150 BILLION model-portfolio universe - Bloomberg While Bitcoin is facing short-term pressure from economic fears as weak-ass paper hands are folding, long-term institutional adoption keeps rising. On the 1st of March: ➡️ Bitcoin dominance back above 61%. ➡️'Bitcoin mining/energy convergence spotted. Petrobras (Brazil) just started mining Bitcoin using flare gas (reduces methane emissions) They join oil companies already mining Bitcoin: Tecpetrol, YPF, Plus Petrol (Argentina), Gazpromneft (Russia), ExxonMobil & ConocoPhillips (US).' - Daniel Batten On the 2nd of March: ➡️President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000. In just 3 hours, crypto markets have now added over +$300 BILLION in market cap on the news. And you can't make this shit up. I couldn't agree more with Peter Schiff: "Bitcoin is digital gold, which is better than analog gold. So let's create a Bitcoin reserve...", "But what's the rationale for an XRP reserve? Why the hell would we need that?" Trump pumped and dumped a meme coin on the eve of his presidency. Of course, he wants shitcoins, XRP, SOL, and ADA, in the strategic reserve. This is basically all of our journeys from Bitcoin to shitcoins, back to Bitcoin, but on a national scale. Even Brian Armstrong, CEO of the biggest shitcoin casino in the world, Coinbase, thinks the Reserve should be Bitcoin only. Luke Broyles: 'My prediction: Trump makes crypto reserve. Reserve pumps all assets. Retail and some companies get burnt in said pump. Public outcry to crypto reserve along with other critiques of the Trump administration. Crypto reserve is dumped in the next bear market. Massive downwards narrative catalyst. Back to no Bitcoin. The government figures out the importance of Bitcoin PoW and goes BTC only soon afterward. Other nations follow suit over years' Seems legit. Please read the following post by Parker Lewis: https://x.com/parkeralewis/status/1895550178184110217 “Bitcoin is the first form of money to ever exist that is also a currency.” It is both a protocol and network, as the currency is embedded within the code, and validated by the network. On the 3rd of March: ➡️Metaplanet has acquired 156 BTC for ~$13.4 million at ~$85,890 per bitcoin and has achieved a BTC Yield of 31.8% YTD 2025. As of 3/3/2025, we hold 2391 Bitcoin acquired for ~$196.3 million at ~82,100 per Bitcoin. ➡️Fidelity has bought $142.08 million Bitcoin for its ETF. ➡️Vietnam's Prime Minister has directed the Central Bank and Finance Ministry to draft a Digital Assets Framework by March. ➡️BlackRock’s model advisor team releases new Bitcoin report Key takeaways from “Why Bitcoin? A Perspective from Model Portfolio Builders”: • Bitcoin as a novel store of value and global monetary alternative • Hedge against USD hegemony and political instability • A play on the shift from offline to online commerce • Boosted by boomer-to-millennial wealth transfer • Potential for diversification and unique risk premia in portfolios • Intrinsic value expected to be increasingly recognized worldwide • Relevance grows in a debt-laden, digital-first, AI-entrenched world ➡️Meanwhile Ray Dalio tells Bloomberg that Bitcoin could be "a big part" of the restructuring of the global debt-based monetary system. Gold and Bitcoin are "store holds of wealth". 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. 🎁If you have made it this far I would like to give you a little gift: nostr:nprofile1qyx8wumn8ghj7cnjvghxjmcpz4mhxue69uhk2er9dchxummnw3ezumrpdejqqgp4kg7dqtfdwhj4em3clhhzd0yz78g460y4szqqkp9smghdkaghaglmys9t : What’s Driving Bitcoin Adoption in 2025? Trust in Bitcoin has grown faster than that of any asset in history. While bitcoin is a form of money, its rate of growth mirrors that of the internet. River's new report is a deep dive into Bitcoin adoption. In this report: Why this bull market is different - The current state of the Bitcoin protocol, network, and monetary system - Deep dives on institutional, business, & nation-state adoption - A fresh look at Lightning Network's growth - Why Bitcoin adoption is still very early You can find the report here: https://blog.river.com/bitcoin-adoption-2025/ 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! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃