Wall Street Whispers: Bitcoin to $1 Million?

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:

• Bitcoin ETFs record the largest two-day inflow in history.

• Strategy and Metaplanet continue aggressive Bitcoin accumulation.

• Twenty One Capital to launch with 42,000 BTC and Jack Mallers as CEO.

Let’s dive in! ⚡

Azteco. For every bit of life.

LATEST NEWS 📰

🙌 ADOPTION

• Ark Labs completes a prototype integration of Lightning’s Taproot Assets, enabling tokenized VTXOs (tVTXOs) and unlocking new possibilities for secure token operations on Bitcoin.

• Lightning Terminal introduces AutoOpen, which helps node operators automatically open channels to improve network connectivity and reduce routing costs.

• SPAR, a supermarket in Switzerland, opens its second store accepting Bitcoin payments via LNURL, using OpenCryptoPay’s P2P solution to bring everyday crypto payments to life.

⚖️ LEGAL

• Ruya, a digital bank in the UAE, has become the first Islamic bank to offer direct Bitcoin and crypto purchases through its app, while remaining compliant with Islamic finance principles.

• The IMF says El Salvador has stopped Bitcoin accumulation by its fiscal sector, sparking confusion as the country continues to report daily Bitcoin buys.

• The Federal Reserve is withdrawing its 2022 guidance requiring state banks to report crypto activity, clearing the way for banks to hold Bitcoin.

📈 MARKETS

• Bitcoin U.S. ETFs just recorded the largest two-day net inflow in history, totaling nearly $1.83 billion, helping Bitcoin decouple from the Nasdaq post-tariff implementation.

• Cantor Fitzgerald-backed $3B Strategy competitor will launch as Twenty One Capital with 42,000 Bitcoin—and Jack Mallers as CEO.

• Over 13,000 institutions and 814,000 retail accounts hold MSTR directly, with an estimated 55 million people gaining indirect exposure via ETFs, mutual funds, pensions, and insurance portfolios.

🏦 TREASURY

• Strategy acquires 6,556 BTC for $555.8 million at $84,785 per bitcoin and now holds 538,200 BTC.

• Metaplanet adds 475 BTC for $28.2M, reaching 5,000 BTC in total holdings. It joins the OTCQX Billion+ Index after growing 30x since launching its Bitcoin strategy last year.

• Semler Scientific acquires 111 bitcoins for $10 million and has generated a BTC Yield of 23.5% YTD. It is now holding 3,303 BTC.

⛏️ MINING

• MARA has been named a finalist in four categories at the 2025 Reuters Global Energy Transition Awards, including decarbonization and innovation, further challenging the narrative that Bitcoin is bad for the environment.

• Riot secures a $100M Bitcoin-backed credit facility from Coinbase at 7.75% annual interest with 364-day maturity to fund growth.

• The LAPD recovers nearly $4 million in stolen goods at LAX after arresting two members of a South American theft ring, including $2.7 million worth of Bitcoin mining equipment destined for Hong Kong.

🗳️ POLITICS

• Panama City signs a deal with a local bank to begin processing municipal payments in Bitcoin, marking a major step toward public sector adoption.

• Jan3 meets with Japanese Upper House member Satoshi Hamada to discuss the urgency of a national Bitcoin strategy, building on Hamada’s call for a Strategic Bitcoin Reserve last December.

• New Hampshire's Senate Ways and Means Committee votes 4-1 in favor of House Bill 302 (HB302), which would allow the state to invest up to 5% of its public funds in Bitcoin.

BAMS 2 SATS 🧢

Why Is It So Obvious for Us, But Not for Everyone?

When you first start earning money, there's a certain magic to it. Being able to afford things for the first time in your life feels powerful. Naturally, you start spending. Eventually, you realize real power comes from accumulating capital. That is when you discover the true value of saving.

But between saving and investing lies a gap. Investing introduces risk—the risk of losing your hard-earned money. Not everyone crosses that bridge.

When you do start investing, the first lesson is usually diversification. “Don’t put all your eggs in one basket,” they say. It is rare to find someone fully committed to a single stock, commodity, or asset class.

And then... comes Bitcoin.

Enter Bitcoin

Somehow, Bitcoin feels different.

The deeper you dive, learning about its technology, the history of money, and the power of true scarcity, the more you are drawn to increase your allocation.

As Bitcoin appreciates, it compounds this effect, reshaping your portfolio in a way no traditional asset can. Bitcoin pulls in more and more of your net worth, like a black hole.

Maybe I’m wrong, but Bitcoiners are the only people I’ve ever met with enough conviction to be entirely allocated into a single asset. Despite Bitcoin’s historic volatility, they calmly call it savings, not an investment.

Bram's poll (yes, it’s biased given his follower base) shows this conviction clearly.
Have you ever seen anything similar to any other asset class? Before learning about Bitcoin, I hadn’t.

Acceleration

Bitcoin doesn’t just pull you in because your investment succeeds, it gives you hope for a better world.

That’s why Bitcoiners so often evolve into advocates and entrepreneurs.
There’s a powerful eagerness to onboard new Bitcoiners, whether individually or institutionally.

Today, we’re witnessing a major shift: For the first time, companies aren't just adopting Bitcoin quietly. They’re publicly announcing their Bitcoin strategies, sharing exactly how much Bitcoin they’re buying, week by week.

The momentum is real.
Wall Street is noticing.
Bitcoin is gaining credibility even in hallowed halls of traditional finance.

Just this week ARK Invest updated its 2030 Bitcoin price prediction to $2.4 million, citing accelerating adoption and institutional demand.

Filling the Needed Gap

At this inflection point, there is a big push for Bitcoin adoption. Seeing institutions joining week after week must be starting to create some kind of urgency among other corporations to evaluate Bitcoin, not just as an investment or savings technology, but as a serious strategic move for their future. Effectively, we are entering the moment where Bitcoin Talent is about to be in high demand.

Before, the eagerness to contribute often ended up feeling limited if you weren’t a developer. Today, this is changing. The need for Bitcoin professionals is expanding into all areas—marketing, operations, business, and finance—as more Bitcoin-native companies are created and more traditional companies begin thinking about Bitcoin strategies for their balance sheets.

This might very well be the moment when companies start opening new departments with a stronger Bitcoin focus, whether it’s to explore integrating Bitcoin into their operations, or simply to treat it as an investment vehicle. The door is opening wider than ever before.

An Honest Shill

If this resonates with you and you feel the pull to enter the Bitcoin workforce but don’t quite know where to start, then let me share with you the opportunity to participate in Plan ₿ Biz School 2025.

This is a hybrid, 100+ hour Bitcoin curriculum launching this week, focused purely on Bitcoin fundamentals. No altcoins, no distractions. The course is taught by Giacomo Zucco alongside many other curricular and guest professors who are actively working in the Bitcoin industry, allowing students to network, discuss ideas, and connect directly with people shaping the future of Bitcoin.

The aim is simple: to train the next generation of Bitcoin talent and prepare them to work in the Bitcoin industry. Last year’s Biz School produced students who today are working happily in Bitcoin companies, and this year’s program builds even further on that success.

Also, as a side note, the full 2024 curricular lectures have now been made open source and are freely available to anyone who wants to start learning.

Disclosure: I work with Plan ₿ Network, so I’m able to offer a small discount code for those interested.

Stay safe and keep on stacking!
Bam

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