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  • Feds Paper Hand Forfeited BTC 🧻, Wall Street FOMO Is Here πŸ”₯, Caracas May Get Orange Pilled πŸ‡»πŸ‡ͺ

Feds Paper Hand Forfeited BTC 🧻, Wall Street FOMO Is Here πŸ”₯, Caracas May Get Orange Pilled πŸ‡»πŸ‡ͺ

Read issue #437 of the Bitcoin-only daily newsletter with the highest signal-to-noise ratio in the industry.

Feds Paper Hand Forfeited BTC 🧻, Wall Street FOMO Is Here πŸ”₯, Caracas May Get Orange Pilled πŸ‡»πŸ‡ͺ

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Greetings Bitcoiner,

Welcome to Issue #437 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.

Now for today’s Top Stories:

  • πŸ—‘οΈ US May Have Dumped Forfeited Bitcoin Despite Trump's Hodl Order

  • 🏦 Bank of America Tells Clients to Stack Sats

  • πŸ‡»πŸ‡ͺ Venezuela May Get a Bitcoin President

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Jan 6, 2025

TODAY’S TOP STORIES

πŸ—‘οΈ US May Have Dumped Forfeited Bitcoin Despite Trump's Hodl Order

Court records and blockchain data suggest US authorities may have liquidated roughly 57 BTC forfeited by Samourai Wallet developers, potentially violating President Trump's Strategic Bitcoin Reserve executive order. The bitcoin was reportedly transferred to Coinbase Prime in November 2025, with the wallet later showing a zero balance. Trump's March 2025 order explicitly states that forfeited bitcoin 'shall not be sold' and must be held as reserve assets. Critics argue this apparent sale reflects institutional resistance to treating BTC as a strategic asset. The Street

🏦 Bank of America Tells Clients to Stack Sats

Bank of America officially began recommending its clients allocate up to 4% of their portfolios to Bitcoin and other digital assets. As BTC soars past $92,000, the banking giant will begin covering spot Bitcoin exchange-traded funds from BlackRock, Fidelity, Grayscale, and Bitwise this month. This marks a seismic shift for traditional finance, placing Bitcoin alongside conventional investments at one of America's largest banks. Meanwhile, Bitcoin and Ethereum ETFs just snapped weeks of outflows with $355M and $68M in inflows respectively. CCN

πŸ‡»πŸ‡ͺ Venezuela May Get a Bitcoin President

Following the arrest of Nicolas Maduro, pro-Bitcoin opposition leader Maria Corina Machado has emerged as a top contender to lead Venezuela. She views bitcoin as a crucial economic β€˜lifeline’ to combat hyperinflation and has proposed using it as a national reserve asset during the country's recovery. While prediction markets give her a shot at the presidency, US President Donald Trump has questioned her domestic support levels. Nevertheless, her vision suggests a bright orange future for the nation's financial system. Incrypted

POLL #437

Why did US authorities liquidate the Samourai Wallet BTC despite Trump’s HODL order?

  • Gross incompetence
  • Malicious sabotage
  • Deep State resistance
  • Just following orders

Login or Subscribe to participate

​

PREVIOUS POLL RESULTS

OPINION & ANALYSIS

  • Austin Carr of Bloomberg investigates how rising Bitcoin and crypto prices and irreversible transactions fuel a surge of violent home invasions and kidnappings targeting ordinary investors, revealing a disturbing shift from digital hacking to brutal physical attacks by organized crews (Jan 2 | 28 min watch).

  • Human Rights Foundation's Freedom Tech team highlights 15 standout projects from 2025 that empower activists and ordinary people to resist financial surveillance and authoritarian control through Bitcoin-based tools, privacy-preserving AI, decentralized payments, and citizen-led election monitoring systems (Jan 1 | 7 min read).

  • AMBOSS, a Lightning Network analytics and infrastructure company, reviews 2025 data showing Bitcoin's Lightning Network reached all-time high capacity with fewer but larger channels, healthier closures, and deeper liquidity markets, signaling maturation for higher-volume payments (Dec 31 2025 | 2 min read).

  • Juan Galt of Bitcoin Magazine reviews the Payjoin Foundation's Async Payjoin, dubbed the 'HTTPS of Bitcoin privacy,' which uses OHTTP to facilitate offline coordination for Bitcoin wallets, ensuring scalable anonymity and fungibility without protocol-level changes (Dec 30 2025 | 7 min read).

  • Fernando Nikolic of Perception analyzes 354,000 media mentions to reveal how Bitcoin's 2025 coverage shifted from survival narratives to structural legitimization through regulatory regime change, the Strategic Bitcoin Reserve policy, and emerging quantum computing concerns (Dec 30 | 5 min read).

  • Jameson Lopp of Casa benchmarks five Bitcoin node implementations for full blockchain validation sync performance, finding Bitcoin Core leads at 12 hours while Libbitcoin Node achieves an 87% improvement over previous tests despite the chain growing 34% (Dec 30 | 10 min read).

  • Runningbitcoin, a Stacker News user who writes Bitcoin-related tutorials, provides a comprehensive walkthrough of Bull Bitcoin Wallet's self-custodial features including cross-network swaps between Bitcoin, Liquid, and Lightning, PayJoin privacy, Tor integration, hardware wallet support, and the innovative Recoverbull encrypted backup protocol (Dec 29 | 18 min read).

  • Car, Co-founder and CEO of PlebLab, argues that Lightning Network is emerging as the ideal payment layer for AI agents, enabling instant machine-to-machine transactions that stablecoins alone cannot provide, positioning Bitcoin and AI to merge into a unified modern tech stack by 2026 (Dec 29 | 5 min read).

  • Ross Stevens, founder and CEO of Stone Ridge Asset Management, in his 2025 Investor Letter, reflects on Bayesian statistics as an investment philosophy, celebrates $10B in uncorrelated trading profits, champions bitcoin as a human rights tool, and praises Nobel laureate MarΓ­a Corina Machado's fight for Venezuelan freedom (Dec 28 | 36 min read).

  • RaΓΊl Carrillo, Assistant Professor at Boston College Law School, contends that US financial regulation is obsolete against the 'functional sovereignty' of crypto and tech platforms, urging a shift from asset classification to analyzing the structural power of private monetary infrastructures (Dec 24 2025 | 6 min read).

TOOLS & PROJECTS

  • New on Geyser: Bitcoin Kakuma, a Kenyan initiative led by educator Martin Mutonga, empowers refugees in one of the world's largest camps with Bitcoin education, financial literacy, and tools for economic independence beyond traditional aid systems.

  • New on Geyser: Bitcoin Giants, a Uganda-based community development initiative, launches a Geyser crowdfunding campaign to provide meals and gifts for orphans while promoting Bitcoin education and local circular economy growth.

  • Bitcoin Slam Bot is a new vibe-coded trading bot that exploits a 9-to-5 pattern (Bitcoin dumps during US hours and pumps afterward), flipping short and long, and is up 30% in 5 days after moving to perps.

  • Bitcoin Rainbow Chart by Tom Bennet provides a logarithmic view of BTC price history to identify long-term market patterns and relative valuation levels.

  • Bitcoin Builder, an independent directory and research platform, curates Bitcoin-native tools, infrastructure, and services to help individuals, developers, and businesses build on Bitcoin without hype or speculation.

  • Evento, a community-focused events platform, launches an open-source, self-custodial Bitcoin Lightning wallet built with the Breez SDK, enabling users to send, receive, and spend sats seamlessly within the app.

  • V4V Analytics, an open-source CLI tool, enables Bitcoin Lightning payment tracking and analytics via Nostr Wallet Connect for Value for Value content creators.

  • BOLT11 invoice decoder tool by Rizful transforms complex Lightning Network invoice data into human-readable information, displaying node aliases, clear route hints, expiry status, and Amboss integration for mainnet, testnet, and signet invoices.

  • AmityAge's Bitcoin Educators Academy hosts an intensive train-the-trainers program in Roatan, Honduras from Jan 20-24, teaching public speaking and Bitcoin communication skills to experienced Bitcoiners.

  • Bitcoin Beans, a Colombian regenerative cacao company operating on a Bitcoin standard, produces pure 1lb cacao blocks while paying farmers in BTC and rejecting fiat currency.

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