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Greetings Bitcoiner,
Welcome to Issue #457 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:
🏦 President Trump officially selects Kevin Warsh As New Fed Chair
🧯 Leverage Traders Rekt as Bitcoin Tests Supply Shock Thesis
💸 Paper Gold Markets Implode
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TODAY’S TOP STORIES
🏦 President Trump Officially Selects Kevin Warsh As New Fed Chair
President Donald Trump on Friday chose former Federal Reserve Governor Kevin Warsh to head the US central bank. The former Bilderberg steering committee member were a favorite since being spotted at the White house causing the markets to jitter on the news, fearing Warsh's preference for a smaller balance sheet and higher real rates could drain liquidity.
Why it matters: Setting the tone on liquidity, central bankers come and go, but the fiat debt spiral remains mathematically inevitable regardless of who sits in the big chair. Read more→
🧯 Leverage Traders Rekt as Bitcoin Tests Supply Shock Thesis
Bitcoin dipped to $81,000 amid a $1.68 billion liquidation flush that wiped out over-leveraged longs. Despite the volatility, the fundamental setup highlights a looming supply shock where a mere 5% capital rotation from gold to Bitcoin could theoretically propel BTC to roughly $192,000 due to its absolute scarcity.
Why it matters: Leverage is a tool for donating sats to market makers; the real signal is the programmatic issuance cap that no central bank can dilute. Read more→
💸 Paper Gold Markets Implode
After gold printed nearly half Bitcoin’s market cap the day before, precious metals markets witnessed a historic flash crash, erasing over $3 trillion in value within minutes as gold and silver plunged 5% and 8% respectively. While analysts cite profit-taking, the coordinated speed of the selloff has some crying manipulation in the paper markets.
Why it matters: Paper claims on gold are infinite, but Bitcoin's trust-minimized ledger is immutable and audit-proof — you can't print more BTC to suppress the price. Read more→
Jan 30, 2026
POLL #457
The Next Fed Chair Being On The Bilderberg Steering Committee Signals What To You?
PREVIOUS POLL RESULTS
QUICK BITS
US Senate Agriculture Committee advanced its crypto market structure bill 12-11 on a party-line vote, aiming to put spot 'digital commodities' under CFTC oversight while leaving securities-like assets to the SEC.
South Dakota Representative Logan Manhart proposes allocating up to 10% of the state's $20.56B investment funds to BTC after his 2025 bill failed, joining 28 states pursuing Bitcoin reserves amid widespread legislative setbacks.
CypherTank, a Bitcoin pitch series, premieres on January 31 at the Plan ₿ Forum El Salvador with live screening and global release, featuring founder stories and community-driven discussion through February.
Long-term Bitcoin holders have sold 143,000 BTC worth $9.5B in 30 days, the fastest pace since August 2025, while institutional buyers continued to absorb selling pressure.
Strive Asset Management acquires 333 BTC to reach 13,132 in total holdings worth $1.1B while retiring 92% of Semler Scientific acquisition debt.
Metaplanet secures up to $137M through share and warrant issuance to acquire more BTC and reduce its $280M debt load.
Sygnum Bank partners with Starboard Digital to launch a market-neutral BTC fund that raised over $65M and delivered 8.9% annualized returns through systematic arbitrage strategies.
Binance shifts its $1B SAFU emergency fund from stablecoins to BTC, signaling long-term conviction in the asset.
El Salvador's central bank adds $50M in gold reserves while President Nayib Bukele's government also continues its daily bitcoin purchase strategy, now holding 7,547 BTC worth $635M and over $360M in gold.
Russia's State Duma plans to finalize Bitcoin and crypto regulations by June 2026, allowing retail investors to buy up to $3,900 annually in approved cryptocurrencies like BTC starting July 2027.
US Federal judge grants final forfeiture order for over $400M in assets linked to Helix, a darknet Bitcoin mixer that processed $311M from 2014-2017 to obscure transactions for darknet market users.
US SEC Chairman Paul Atkins will become the first sitting SEC Chair to address the Bitcoin 2026 Conference in Las Vegas.
Citrea, a project backed by Peter Thiel's Founders Fund and Galaxy Ventures, launches its mainnet with ctUSD stablecoin to enable BTC-backed lending, trading and institutional settlement directly on the Bitcoin network.
China executes 11 members of the Ming crime syndicate for running a $1.4B pig butchering scam operation in Myanmar, marking the country's aggressive crackdown on cross-border fraud networks that trafficked victims into forced labor.
QUICK MEDIA
Hurley of Swan Bitcoin highlights how Bitcoin's current price stagnation stems from widespread misunderstanding of its trust-minimization properties rather than fundamental weakness, while gold's historic volatility signals breaking monetary credibility that institutions and the Fed are dismissing (Jan 30 | 15:37 min watch).
Adam Livingston of Bitcoin For Corporations explains why gold rallies first during macro uncertainty while Bitcoin lags behind mandates and volatility constraints, then ultimately absorbs larger liquidity flows once real yields fall and capital rotates from safety to convexity assets (Jan 28 | 15:54 min watch).
Matthew Kratter of Bitcoin University explains how the BIP-110 soft fork proposal aims to eliminate spam transactions like inscriptions and BRC-20 tokens from Bitcoin's blockchain by having nodes reject blocks containing non-monetary data, claiming that adoption is surging as the community rallies to preserve Bitcoin as a monetary network (Jan 26 | 12:35 min watch).
Natalie Brunell, author of 'Bitcoin Is For Everyone', in an appearance on The Sat Stacker Show, explains how inflation systematically destroys purchasing power for working people while enriching asset owners, arguing that Bitcoin offers a deflationary alternative that will restore true free market capitalism by providing censorship-resistant savings immune to monetary dilution (Jan 26 | 9:41 min watch).
Mark Moss, Chief Bitcoin Strategist at Satsuma, argues that traditional retirement planning is fatally flawed because it relies on selling assets, and proposes using Bitcoin-backed loans to harvest appreciation while maintaining compounding growth, allowing retirees to live off debt instead of depleting their principal (Jan 30 | 23:45 min watch).
David Marcus of Lightspark argues that Bitcoin's price should be anywhere between $1.1M to $1.5M by taking into account gold's market cap and Bitcoin's inherent superiority over the shiny metal (Jan 28 | 0:52 min watch).
Tucker Carlson questions economist Peter Schiff's assertion that realizing Bitcoin gains equates to 'throwing money away,' drawing a parallel to gold investments being pretty much the same thing as investing in BTC (Jan 27 | 1:07 min watch).
Simon Dixon, CEO & Co-founder of Bnk To The Future, argues that the US dollar and Federal Reserve system operate as a debt-based Ponzi scheme designed to subordinate the nation and government to the financial industrial complex's control (Jan 30 | 2 min watch).
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