Greetings Bitcoiner,

Welcome to Issue #287 of Bitcoin Breakdown, where we’re bringing you your end of week Bitcoin Digest featuring all the need to know Quick Bits snippets and Quick Media.

But first, today’s Top Stories:

• 🇬🇧 UK Web Company's Bitcoin Strategy Delivers 6,400% Stock Surge

• 📈 Bitcoin's Illiquid Supply Hits Record High

• 🇮🇳 India's Ruling Party Pushes for Strategic Bitcoin Reserve Pilot

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Jun 27, 2025

TODAY’S TOP STORIES

🇬🇧 UK Web Company's Bitcoin Strategy Delivers 6,400% Stock Surge

The Smarter Web Company's stock has exploded from £4.50 to £292.50 since its April IPO, delivering over 6,400% returns as it built its Bitcoin reserves to 543.52 BTC. CEO Andrew Webley says they are the 'most successful IPO in UK history,' inspiring over 21 copycat companies to announce similar Bitcoin reserve strategies. The Bristol based firm aims to reach 1,000 BTC within three months. Decrypt

📈 Bitcoin's Illiquid Supply Hits Record High

Bitcoin's illiquid supply has surged to 14.37M BTC in 2025, representing over 72% of all circulating bitcoin. This massive increase of 470K BTC year to date reflects growing long term investor confidence and creates potential for supply side shocks. With only 5.4M BTC remaining liquid for trading, the tightening supply could fuel bullish price momentum as demand meets increasingly scarce availability. CoinDesk

🇮🇳 India's Ruling Party Pushes for Strategic Bitcoin Reserve Pilot

India's ruling Bharatiya Janata Party proposes launching a pilot project for a national Bitcoin reserve, citing global adoption trends and India's renewable energy expansion as key advantages. While India already taxes Bitcoin and crypto at 30%, the party argues the country needs regulatory clarity and shouldn't miss the strategic opportunity as other nations (notably, neighboring rival Pakistan) advance their digital asset programs. Atlas21

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QUICK BITS

• Turkey's Finance Ministry introduces comprehensive Bitcoin and crypto regulations requiring platforms to collect transaction source and purpose data, implement withdrawal delays, and set stablecoin transfer limits to combat money laundering.

• Barclays, a major British banking institution, bans Bitcoin and crypto transactions through its credit cards starting June 27th, citing customer debt protection concerns.

• Ledger's decision to end support for the Nano S hardware wallet sparks outrage with users calling the move 'very uncool' for forcing device upgrades.

• Coinbase Derivatives launches nano Bitcoin perpetual style futures on July 21, offering US traders a regulated domestic alternative to offshore platforms. to launch us nano bitcoin perpetual style futures in

• Coinbase collaborates with US Secret Service to recover $225M in USDT from pig butchering investment scams, helping identify over 130 fraud victims. aids secret service in record 225m crypto scam

• Castle, a bitcoin treasury platform for small and medium sized businesses, raises $1M in pre seed funding from Boost VC and Winklevoss Capital to automate inflation resistant treasury solutions.

• Kraken secures MiCA license from Central Bank of Ireland to offer regulated Bitcoin and crypto services across all 30 European Economic Area countries.

• Kraken launches Krak, a cross border payments app that offers free local and global transactions in 160+ countries, aiming to rival Venmo, PayPal, and Cash App.

• FBI traces notorious cybercriminal IntelBroker to 25 year old UK national Kai West through Bitcoin wallet records and personal email usage, revealing $25M in damages across 40+ global victims.

• LQWD Technologies Corp appoints Sam Callahan, Jesse Myers, and Coyn Mateer to new Bitcoin Advisory Board to drive BTC treasury growth and Lightning Network infrastructure expansion.

• Cork Protocol hacker launders $11M through Tornado Cash mixer and donates $24K to co founder Roman Storm’s legal defense fund before Storm rejects the contribution.

• Blockware integrates Lightning Network payments through Voltage partnership, transforming their mining marketplace to enable instant miner purchases and real time deployment that converts capital into compute within seconds.

• Sina, co founder of hedge fund 21st Capital and data analytics professor, debunks Raoul Pal's popular Bitcoin price model linking BTC to Global M2 money supply, calling it classic overfitting that tortures data.

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QUICK MEDIA

• Mark Moss, a Financial Educator, explains why some Bitcoin treasury stocks deliver explosive returns while others stagnate, introducing the 'fit score' metric that measures how closely a company's stock price correlates with Bitcoin's performance, revealing which companies are true Bitcoin plays versus mixed investments (Jun 27 | 18:39 min watch). 

• Andrew Hohns, CEO of Newmarket Capital, speaking at the Bitcoin Policy Summit, proposes integrating Bitcoin throughout US federal policy via 'BitBonds' and Bitcoin infused lending programs to reduce national debt, lower interest rates, and build a Strategic Bitcoin Reserve while strengthening America's economic position (Jun 26 | 13:21 min watch). 

• Colby Noe, Founder of Enlighten Mining, discusses the Federal Housing Finance Agency directing Fannie Mae and Freddie Mac to explore allowing Bitcoin as mortgage deposits, potentially revolutionizing home buying by letting people use Bitcoin as collateral without selling it (Jun 26 | 6:44 min watch). 

• Swan Bitcoin explains how Bitcoin is transitioning from speculative asset to institutional collateral as the FHFA directs mortgage giants to recognize Bitcoin holdings, while billionaires express regret over missing Bitcoin's rise and analysts predict future price growth despite current whale selling pressure (Jun 27 | 12:52 min watch). 

• Adam Livingston, author of 'The Great Harvest', analyzes how Trump Media is using aggressive financial engineering and zero coupon convertible notes to accumulate massive Bitcoin holdings, potentially surpassing Tesla and creating a 'recursive panic loop' that could force other corporations to adopt Bitcoin or risk being left behind (Jun 25 | 16:11 min watch). 

• Jack Mallers, speaking at the BTC Prague conference, explains how Bitcoin represents a moral and ethical revolution against censorship and inflation rather than just an investment opportunity in a passionate speech about financial freedom and mathematical sovereignty (Jun 26 | 44:37 min watch).

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