Greetings Bitcoiner,

Welcome to Issue #372 of the Bitcoin Breakdown daily newsletter, where we’re rounding up the most talked-about developments in the Bitcoin-only space from the past weekend with our Quick Bits and Quick Media sections.

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Now for today’s Top Stories:

• 💎 BTC Smashes Record as Dollar Tanks

• 🛒 Walmart’s OnePay Rolls Out BTC Trading

• 🤦 Litecoin Creator's Bitcoin Regret

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Oct 6, 2025

TODAY’S TOP STORIES

💎 BTC Smashes Record as Dollar Tanks

Bitcoin set an all-time high near $125,689, swelling to about $2.5T and leapfrogging Amazon to become the 7th most valuable asset, while the US dollar is on pace for its worst year since 1973, losing over 10% year-to-date. The surge is driven by spot bitcoin ETFs funneling more than $3B, turning demand structural as pensions and endowments buy BTC without wallets. Gold and stocks are also climbing together in a rare safe-haven/risk-on rally, signaling a generational macro shift. Analysts further cite inflation’s rebound, Federal Reserve rate cuts, and political dysfunction from a government shutdown as catalysts, pushing investors toward BTC as a dependable store-of-value in uncertain times. Cointelegraph

🛒 Walmart’s OnePay Rolls Out BTC Trading

Walmart-backed OnePay is set to let millions of US customers buy, sell, and hold BTC directly in its top-ranked finance app, partnering with Bitcoin and crypto infrastructure firm Zerohash. Deeply integrated into Walmart’s massive retail ecosystem, OnePay could become one of the easiest on-ramps for everyday Bitcoin use, from store purchases to card payments. The app’s expansion joins PayPal, Venmo, and Cash App in treating Bitcoin as mainstream commerce, also adding Ethereum trading to its growing finance suite. CNBC

🤦 Litecoin Creator's Bitcoin Regret

Charlie Lee, Litecoin's founder, admits creating his altcoin was a massive headache that didn't make him rich. He concedes now that simply buying and holding Bitcoin anonymously would have been far more profitable and stress-free. Lee's candid admission highlights what many Bitcoiners already know: focusing on altcoins is merely a distraction from the only truly decentralized money and its superior long-term value proposition and proven track record. One can only hope the ordeal has lowered his time preference and redirected his focus back to Bitcoin’s core goal, i.e., separating money and state. CoinDesk

POLL #372

PREVIOUS POLL RESULTS

QUICK BITS

• Morgan Stanley recommends a conservative Bitcoin allocation of up to 4% for high-growth portfolios and 2% for balanced portfolios in new investment guidelines.

• Samsung integrates Coinbase access into its wallet app for 75M US Galaxy device users.

• Gemini's Asia-Pacific head Saad Ahmed predicts Bitcoin's 4-year cycle will persist in some form despite institutional adoption reducing volatility, as he believes market movements remain driven by human emotion and investor psychology.

• JPMorgan & Citigroup predict Bitcoin will surge to between $133,000-$200,000 by year-end 2025, driven by persistent ETF inflows and potential capital rotation from overbought gold markets.

• Russia's Central Bank plans a comprehensive Bitcoin and crypto audit starting 2026 to assess investments into the ecosystem by companies and citizens amid policy tensions with the Finance Ministry.

• Mercado Bitcoin, Brazil's leading exchange, pivots from trading to become a financial super app using 'invisible blockchain' technology for payments, investments, and remittances.

• OpenSats announces 14th wave of Bitcoin grants supporting 10 projects including 4 first-time recipients focusing on practical infrastructure, test networks, Lightning transparency, and ecash systems to keep Bitcoin decentralized and accessible.

• Coinbase's bitcoin in custody surpasses 2.9M BTC after acquiring 18,650 BTC from Deribit following acquisition, reports Sani of TimechainIndex.

• US Democratic Senator Sheldon Whitehouse foolishly blasts Bitcoin mining's environmental impact during a congressional climate hearing, warning of impending reckoning for energy-intensive operations affecting electricity consumers and climate goals.

• CME Group, a leading derivatives marketplace, plans to launch 24/7 Bitcoin futures and options trading in early 2026, pending regulatory approval, to meet growing institutional demand for continuous market access.

• Bitcoin UTXO count drops to 166.6M, lowest since April 2024, signaling network consolidation and potential reaccumulation phase ahead.

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QUICK MEDIA

• Mark Moss of Market Disruptors, in an appearance on the Bitcoin Archie show, argues that Bitcoin has outgrown its traditional 4-year cycle, entering a mainstream adoption phase driven by institutional investment, government acceptance, and long-term repricing trends (Oct 4 | 10:44 min watch). 

• Christine Lagarde, President of the European Central Bank, expresses her frustration with parliamentary processes and democratic oversight delaying her push for a Digital Euro CBDC (Oct 3 | 1:20 min watch). 

• BTC Sessions warns how the EU's Chat Control proposal and the UK's digital ID rollout threaten Bitcoin users' privacy through mandatory communication scanning and digital surveillance systems, calling for Bitcoiners to take protective action (Oct 3 | 14:52 min watch). 

• Matthew Kratter of Bitcoin University alleges that Gloria Zhao’s rise to Bitcoin Core lead maintainer was driven by nepotism through her relationship with John Newbery, raising concerns about transparency, meritocracy, and decision-making in Bitcoin Core development (Oct 4 | 9:40 min watch). 

• Isabella Santos of BTC Isla explores how the US is allegedly using stablecoins as a strategic tool to manage its unsustainable $37 trillion national debt by creating global demand for US treasuries, effectively spreading American debt and inflation worldwide while maintaining dollar dominance (Oct 3 | 8:23 min watch). 

• Bitcoin Straight Up, a Bitcoin education channel, dismantles the myth that 2% of Bitcoin addresses control 95% of supply, revealing a more nuanced distribution and highlighting Bitcoin’s decentralized nature, growing accessibility, and potential as a transparent alternative to centralized monetary systems (Oct 1 | 16:08 min watch).

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