Greetings Bitcoiner,

Welcome to Issue #401 of Bitcoin Breakdown, where every Tuesday and Thursday, we bring you the latest must-read Bitcoin thought leadership articles and the newest tools and projects you should know about.

You currently have 0 referrals. Refer a friend and you both get 4,000 sats (currently worth $4.21) sent directly to both of you!

Here’s your unique link to share: https://www.btcbreakdown.com/subscribe?ref=PLACEHOLDER&utm_source=BTCPLACEHOLDER

Now for today’s Top Stories:

• 🍖 McRib Returns, Bitcoin Bulls Salivate Over Meaty Correlation

• 🚀 CFTC Fast-Tracks Leveraged Bitcoin Trading on US Exchanges

• 📈 Bitcoin Signals Bullish Reversal as Demand Hits 4-Month Highs

TOGETHER WITH BITCOIN SOVEREIGNS

Attain Self-Sovereignty with the Bitcoin Sovereigns Private Community

Take control of your future with Bitcoin Sovereigns—a Bitcoin-only private community dedicated to achieving personal sovereignty through Bitcoin.

🔥 Why Join?

• Structured Roadmap: Tailored guidance for beginners and experts alike.

• Exclusive Content: Learn about Bitcoin basics, running your own node, OPSEC essentials, self-hosting, and flag theory.

• Supportive Community: Accountability and support every step of the way.

🌟 Our Core Values:

• Bitcoin-Only (No second best!)

• Right to Pseudonymity

• Low Time Preference

• Personal Growth

• Community Support

Learn, share, and spur hyperbitcoinization. Reach your full potential with us!

Nov 11, 2025

TODAY’S TOP STORIES

🍖 McRib Returns, Bitcoin Bulls Salivate Over Meaty Correlation

McDonald's iconic McRib sandwich returned to US stores today (Tuesday), stirring Bitcoiners who've noticed a curious pattern between the barbecue favorite and BTC price pumps. While the correlation worked in 2017, 2020, 2021, and 2024 when Bitcoin hit new highs, skeptics note it failed spectacularly in 2018 and 2022 when BTC had sizeable dips. Bitcoin traded around $105,600 Monday, up 6% since the last McRib season began. Decrypt

🚀 CFTC Fast-Tracks Leveraged Bitcoin Trading on US Exchanges

Acting CFTC chair Caroline Pham confirmed talks with regulated exchanges to launch leveraged spot Bitcoin and crypto trading as soon as next month. The move bypasses Congressional delays by using existing commodity trading laws requiring margin products on regulated platforms. Major exchanges like CME and Coinbase Derivatives could offer institutional-grade Bitcoin leverage trading with proper oversight, bringing offshore-style products to US markets for the first time. The Block

📈 Bitcoin Signals Bullish Reversal as Demand Hits 4-Month Highs

Bitcoin's apparent demand has flipped positive, reaching its highest level since July at 5,251 BTC on November 11. Spot trading volume surged 23% to $14.1B, signaling increased speculative activity and buyer re-engagement. While the bullish weekly close above the 50-week moving average looks promising, analysts say momentum will truly ignite once BTC reclaims the crucial $110K pivot zone as support. Cointelegraph

POLL #401

PREVIOUS POLL RESULTS

OPINION & ANALYSIS

• Parker Lewis, Head of Business Development at Zaprite, argues that Square's launch of bitcoin payments yesterday to 4M merchants marks a watershed moment that will orange-pill the masses by demonstrating bitcoin's utility as everyday money rather than just a speculative asset (Nov 10 | 10 min read).

• Jordi Visser, Wall Street veteran who recently argued that Bitcoin is having its IPO moment, argues that Bitcoin and AI represent an evolution from libertarian tools of rebellion to democratizing instruments that expand global access to capital and education, suggesting their greatest upside lies in bridging opportunity gaps rather than price appreciation (Nov 10 | 8 min read).

• Roy Sheinfeld, Co-Founder and CEO of Breez Technology, compares the company's two SDK implementations (Spark and Liquid), explaining how both leverage Lightning Network to enable instant, low-cost bitcoin payments but offer different advantages for developers choosing between native bitcoin transfers versus privacy-focused sidechain solutions (Nov 10 | 6 min read).

• Rowan Parchi of Praxis Path, writing for the Mises Institute, argues that the US GENIUS Act legitimizing stablecoins creates a paradox where America secures funding for its mounting debt through private digital dollar demand while simultaneously ceding monetary control to market forces beyond government reach (Nov 7 | 7 min read).

• Kane McGukin, host of 'Navigating Bitcoin's Noise' podcast, argues that Wall Street has orchestrated a voluntary re-centralization of Bitcoin through structured finance mechanisms that convert individual Bitcoin holdings into corporate equity claims, effectively recreating traditional fractional reserve banking within the Bitcoin ecosystem (Nov 7 | 8 min read).

• Erik Prince, former Navy SEAL and founder of Blackwater, argues that America's $38T administrative bloat stems from 'fiat experts' created after Nixon ended the gold standard in 1971, enabling unlimited money printing that funds credentialed bureaucrats who consistently fail without consequences across health, defense, and education sectors (Nov 6 | 14 min read).

• Justin, developer of Shocknet, argues that emerging Layer 2 solutions like Ark, Spark, and Citrea represent 'Sh!tcoins 2.0' that introduce centralization and trust while exploiting Bitcoin's reputation to profit from unsophisticated users seeking scaling solutions (Nov 6 | 6 min read).

• Sergio Demian Lerner & Ariel Futoransky present OTS-PC, a new bidirectional payment channel construction for the Lightning Network that uses One-Time Signatures to achieve O(1) storage per channel, minimal information leakage, and simplified architecture compared to current Poon-Dryja designs (Nov 6 | 32 min read).

• Liam 'Akiba' Wright, Editor-in-Chief at CryptoSlate, explores how Bitcoin would survive a global internet blackout by splitting into regional partitions that mine independently until connectivity restores, though permanent fractures would create separate Bitcoin networks (Nov 6 | 7 min read).

• ICYMI: Scott Wolfe, Global Coordinator of the Federation of Bitcoin Circular Economies, argues Bitcoin represents superior ethical alignment with liberal democratic values compared to gold, which authoritarian regimes increasingly favor for opacity and control, while Bitcoin offers transparency, decentralization and censorship resistance (Oct 16 | 12 min read).

REFERRAL PROGRAMME TOGETHER W/ OSHI*

REFER A FRIEND & STACK 4000 SATS EACH

1. Share your unique link: https://www.btcbreakdown.com/subscribe?ref=PLACEHOLDER&utm_source=BTCPLACEHOLDER (need to be subscribed and logged in to see your unique link)

2. New subscriber joins and optimally engages by opening ≥ 50% of issues received and making 2 unique link clicks within 15 days.

3. Boom: 4000 sats to you and them. We’ll automatically email both of you the moment it lands.

*T&Cs: One real human ↔ one inbox. Duplicate or bot sign ups = nuke & lose sats. Fraud flags void payouts. We may adjust rewards if a God candle melts charts. Max 50 referrals per individual. Questions? Hit [email protected]. Ready? Copy, paste, orange pill, stack sats. 🚀

TOOLS & PROJECTS

• New on Geyser: Bitcoin4Humanity, the team behind 'Bitcoin Circular Economies' book, launches crowdfunding campaign to document Africa's Bitcoin revolution and attend the Bitcoin Circular Economies Summit 2025 in Mauritius.

• New on Geyser: MotivPeru, a Bitcoin adoption pioneer in Peru's surfing hub Huanchaco, launches an innovative dog care program that provides vaccinations for 200 street dogs while onboarding local families into the Bitcoin circular economy.

• Nodl unveils Onyx, a high-performance Bitcoin node featuring up to 12 ARM cores, 32GB RAM, and 4TB NVMe storage, delivering 30x faster speeds than previous generations for complete financial sovereignty.

• River Financial launches a direct deposit feature allowing users to auto-invest paychecks in bitcoin with zero fees while earning 3.5% interest on cash deposits, celebrating with a $25,000 bitcoin giveaway.

• Nathan Day of BTC Map demonstrates how to display bitcoin-accepting merchants in OrganicMaps by downloading OSM data via overpass turbo and importing KML files directly into the navigation app.

• Rob Hamilton open-sources an on-chain BIP-444 futures contract that allows parties to bet 1 BTC each on whether the Bitcoin Improvement Proposal will activate

• Gigi launches njump dot to, a fast redirect service that automatically forwards users to random njump mirror instances, eliminating the need to remember multiple Nostr web client URLs.

• Rizful outlines 3-step monetization strategy for Alby Hub and Rizful Node operators to earn revenue through Lightning payment processing for Shopify merchants.

• Orchard is a web application for Bitcoin and Lightning Network integration that enables sovereign banking in cyberspace with support for Cashu mint management, Taproot Assets, and AI functionality.

MEME OF THE DAY

Bitcoin Breakdown has the highest signal-to-noise ratio in its class. If you find our work useful and want to see the publication grow, consider supporting us on Geyser.

Every contribution is a sign that we’re on the right track. We know your time is valuable, and we’re here to help you make the most of it. Thank you for your support.

Thank you for reading!

If you received it from a friend and would like to subscribe, you can do so here:

Until our next transmission,

P.S. Looking to start your own newsletter? Use this link to sign up for beehiiv and get a 30-day free trial plus a 20% discount.