The Asymmetric Bet of a Lifetime Just Got Even More Obvious

🚨 Now’s not the time to get complacent because while you wait, the world’s largest institutions are racing to acquire Bitcoin.

 

Happy Monday Bitcoiners, it's Bam here with another Bitcoin update!

Each week, our team at Bitcoin News saves you time by curating the most impactful events into a concise, easy-to-read update.

Notable events this week include:

  • New whales are accumulating Bitcoin at a record pace.

  • North Korea has become the 5th largest nation-state holder of Bitcoin.

  • US Treasury drops their sanctions against Tornado Cash.

Let’s dive in! ⚡

LATEST NEWS 📰

🙌 ADOPTION

  • Public companies holding Bitcoin are up 40% over the past year, with 52 now adding BTC to their balance sheets.

  • Solo home miner finds a block worth over 3 Bitcoin using a Bitaxe (a $150 device with under 1Th/s of hashrate) becoming only the third Bitaxe ever to do so.

  • El Salvador’s National Library will run a full Bitcoin node in its new Bitcoin education section.

⚖️ LEGAL

  • SEC clarifies that “Mining Activities” tied to Bitcoin Mining aren’t considered securities offers under the Securities Act or Exchange Act. Participants don’t need to register transactions or rely on exemptions.

  • U.S. Treasury lifts sanctions on Tornado Cash after a policy review, but the DOJ case against developer Roman Storm remains active.

  • North Carolina proposes bill SB327 to allocate up to 10% of state funds to Bitcoin.

📈 MARKETS

  • Strategy launches $STRF (“Strife”), a new preferred stock with +11% dividends, adds 130 BTC to its treasury, and debuts a new metric: BTC Rating = (Debt + Preferred equity) / BTC NAV.

  • Metaplanet acquires 150 BTC for ~$12.5M, increasing total holdings to 3,200 BTC, officially entering the Top 10 list of publicly traded Bitcoin holders worldwide

  • “New whales” (entities that acquired over 1K BTC in the past 6 months) are accumulating at a record pace, adding over 1 million BTC since November 2024, including 200K in the past month alone.

⛏️ MINING

  • Mining Disrupt, the world’s biggest Bitcoin mining conference, kicks off in Ft. Lauderdale this week—bringing together industry leaders, innovators, and miners.

  • British Columbia Court of Appeal upholds the decision to cap electricity for Bitcoin mining, rejecting Conifex Timber’s bid for 2.5M MW-h annually, equal to nearly half the Site C dam’s output.

  • Cybertruck owner casually mines Bitcoin from the flatbed—powered entirely by the truck itself.

🗳️ POLITICS

  • Bolivia’s state-backed energy firms are now using Bitcoin and crypto to pay for oil imports, signaling a shift in global trade settlement methods.

  • North Korean-backed hacker group converts stolen ETH from the Bybit hack into BTC and now holds 13,562 BTC worth $1.14B, making it the fifth-largest nation-state Bitcoin treasury.

  • Brazil proposes a bill allowing workers to receive up to 50% of their salary in Bitcoin, aiming to modernize the financial system and attract investment.

BAMS 2 SATS 🧢

The Bitcoin Race: It’s Happening Whether You See It or Not

Every cycle reaches a moment when the writing on the wall is undeniable. This is that moment. And yet, most market participants still don’t see it.

📅 Its March 2025. Here’s where we are:

  • The White House has established a Strategic Bitcoin Reserve.

  • BlackRock’s Bitcoin ETF has become the most successful ETF in history.

  • The President’s top digital asset adviser says: “We want as much Bitcoin as we can get.”

  • Strategy holds ~500,000 BTC—and is gearing up to buy more.

And yet, Bitcoin is quietly sitting in the mid-$80Ks—down from its $108K all-time high.The market’s acting like nothing’s happening. Most are either asleep at the wheel or too distracted by macro noise to see what’s unfolding.

The Asymmetric Bet of a Lifetime

One day, people will look back and realize this was the moment. The final call before the doors started to close, before Bitcoin slipped out of reach for the average person. The race is on. Those who get it aren’t debating. They’re stacking.

At this point, Bitcoin isn’t just an IQ test, it’s an ego test. If you still don’t get it, it’s not because the track record isn’t clear. It’s because your worldview won’t let you accept that the most perfect form of money was invented in your lifetime. If you do get it—congrats. You’re already ahead of 99% of the world.

Meanwhile, Michael Saylor’s latest move, “Strife,” is stirring up a storm. Critics call it unsustainable. Some even whisper “ponzi.”

The irony? The system they trust—fiat—is the real house of cards, inflating endlessly into oblivion. Bitcoin doesn’t do that. Fixed supply isn’t a flaw. It’s the feature.

The Market Feels Bearish, But the Biggest Players Are Stacking

At this point, it’s harder to understand why people don’t get Bitcoin than to explain why it matters.

The signs aren’t subtle—they’re flashing in neon. The world’s largest institutions and governments aren’t asking if Bitcoin has a future. They’re making sure they own a piece of it.

This isn’t a trend. It’s history unfolding. And for those paying attention, it’s the opportunity of a lifetime.

🟠

Stay safe and keep on stacking!
Bam

Is Brazil the Next Bitcoin Country?

Our latest YouTube video dives into major moves out of Brazil—lawmakers pushing to let citizens get paid in Bitcoin, and the central bank eyeing it for reserves.

We also break down the intensifying race between nation-states to stack the most BTC.

Don’t miss it - Rob Wallace and Luke Mikic’s new video is taking off, with over 20,000 views in just 24 hours.

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