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  • Your Weekly Bitcoin Breakdown Compilation 📬

Your Weekly Bitcoin Breakdown Compilation 📬

Read issue #458 of the Bitcoin-only daily newsletter with the highest signal-to-noise ratio in the industry.

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Greetings Bitcoiner,

Welcome to Issue #458 of the Bitcoin Breakdown, where we’re excited to bring you this week’s Saturday roundup—a convenient compilation of all the past week’s sections in one comprehensive edition.

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First off, a summary of the past week’s Top Stories:

  • 🚧 Bitcoin Slips as US Shutdown Looms

  • 🧱 Saylor Says Protocol Tweaks Are Bitcoin’s Biggest Risk

  • 🌪️ Oklahoma Whirls Toward Bitcoin Payroll

  • 🕵️ US Marshals’ Bitcoin Custody Springs a Leak

  • 🪙 BlackRock Sells Upside for ‘Income’

  • 🧲 Bitcoin Hiring Shifts Beyond Developers

  • 🕵️ US Marshals’ Bitcoin Custody Springs a Leak

  • 🪙 BlackRock Sells Upside for ‘Income’

  • 🧲 Bitcoin Hiring Shifts Beyond Developers

  • 🧱 Gold Prints Nearly Bitcoin’s Market Cap Overnight

  • 🏦 Banks Panic Over Stablecoin Yields At White House Summit

  • 🧮 Chainalysis Quietly Admits Massive North Korea Attribution Error

  • 🏦 President Trump officially selects Kevin Warsh As New Fed Chair

  • 🧯 Leverage Traders Rekt as Bitcoin Tests Supply Shock Thesis

  • 💸 Paper Gold Markets Implode

TOP STORIES THIS WEEK

🚧 Bitcoin Slips as US Shutdown Looms

Bitcoin slid below $87,000 over the weekend as markets priced in macro uncertainty tied to a potential US government shutdown, not anything happening on-chain. Polymarket odds reportedly jumped to 75%, while US spot bitcoin ETFs saw $1.33B in net outflows last week, adding to the risk-off mood.

Why it matters: If this move is macro-driven, the next catalysts are policy and liquidity — especially the Federal Reserve rate decision, which could either calm volatility or amplify it. Read more →

🧱 Saylor Says Protocol Tweaks Are Bitcoin’s Biggest Risk

Strategy co-founder Michael Saylor says Bitcoin’s biggest threat isn’t price — it’s ‘ambitious opportunists’ pushing protocol changes, reigniting a long-running fight over what Bitcoin should optimize for. Some interpret it as criticism of expanding non-monetary use cases (like inscriptions), while others argue that fixing bugs and hardening security shouldn’t be treated as taboo. The debate also folded in quantum-computing concerns, with experts split and markets mostly shrugging.

Why it matters: Governance battles shape Bitcoin’s long-term reliability narrative — the core reason institutions treat it differently from cRyPtO... Read more →

🌪️ Oklahoma Whirls Toward Bitcoin Payroll

Oklahoma lawmakers introduced Senate Bill 2064 to let state employees, vendors, businesses, and residents voluntarily negotiate payments in BTC — without declaring it legal tender. The proposal would allow pay in dollars, bitcoin, or a mix, delivered to a self-custody wallet or a chosen custodian, with conversion/pricing set at defined times. It also directs the State Treasurer to select a payment processor by 2027, with implementation targeted for late 2026.

Why it matters: Even ‘opt-in’ payroll frameworks normalize BTC in everyday financial rails — and create templates other states can copy if it works smoothly. Read more →

🕵️ US Marshals’ Bitcoin Custody Springs a Leak

ZachXBT alleges an insider tied to Command Services & Support (a US Marshals contractor) siphoned $40M+ from government-seized crypto wallets, including funds linked to Bitfinex seizures. CCN reports most was returned within 24 hours, but about $700K reportedly disappeared via instant exchanges; one wallet still holds about $18.5M.

Why it matters: The state can seize Bitcoin, but it still can’t securely hold keys – multisig and audits beat spreadsheets and ‘trust us.’ Read more→

🪙 BlackRock Sells Upside for ‘Income’

BlackRock files an S-1 for the iShares Bitcoin Premium Income ETF, aiming to generate distributions by selling covered calls on Bitcoin exposure – primarily options on IBIT shares. CoinDesk notes IBIT sits around $69.7B AUM, and similar covered-call Bitcoin funds already exist.

Why it matters: Wall Street keeps repackaging Bitcoin volatility into fee machines – fine, but for sovereign individuals, self-custody remains the only product with no counterparty. Read more→

🧲 Bitcoin Hiring Shifts Beyond Developers

Bitvocation counts 1,801 unique Bitcoin job listings in 2025 (+6% YoY), with 74% in non-dev roles and 45% offering remote options. The report pegs postings as 47% Bitcoin-only vs 53% Bitcoin-adjacent, and says most roles are sourced from company career pages (not job boards).

Why it matters: This is what real adoption looks like: operations, product, and customer support — not jobs selling merely hype for cRyPtO projects. Read more→

🧱 Dollar Breaks 15-Year Floor, Bitcoin Eyes Repeat Rally

The US Dollar Index cracked below 96 for the first time since early 2022, snapping a support line held since 2011 and touching a four-year low near 95.5 after yen intervention chatter, IMF stress warnings, and Trump dismissing the slide. Traders watch for a monthly close below the trendline to confirm further weakness.

Why it matters: The last two times DXY dropped below 96 — in 2017 and 2020 — Bitcoin rallied from $2,000 to $20,000 within six months and from $10,000 to $64,000 within nine months as dollar weakness pushed capital into hard, non-sovereign assets. Read more→

🛒 Four in Ten US Merchants Now Ring Up Bitcoin or Crypto

A PayPal survey of 619 payment decision-makers finds 39% of US merchants now accept Bitcoin or crypto at checkout, with 88% fielding customer questions about digital-asset payments and early adopters reporting Bitcoin and crypto represents 26% of total sales. Adoption runs strongest in travel, hospitality, gaming, and digital goods, driven by Millennials and Gen Z.

Why it matters: Real merchant adoption validates Bitcoin as peer-to-peer electronic cash beyond speculation, though the survey lumps Bitcoin with altcoins and PayPal's custodial rails mean users surrender self-custody at the register. Read more→

🏦 Carlson Floats Bitcoin Reserve, Schiff Calls It Bailout

Tucker Carlson asked gold advocate Peter Schiff whether Bitcoin or Tether could replace the weakening dollar as a global reserve, and Schiff fired back that crypto's regulatory push is a play for government legitimacy and a proposed US strategic Bitcoin reserve amounts to a taxpayer-funded bailout for early holders. Schiff argued BTC has no ‘intrinsic value’ and will crash with stocks; Carlson countered that hoarding gold is equally unproductive.

Why it matters: Schiff is an entertaining reminder of how early we still are but the strategic reserve debate exposes a fault line — maxis want sovereign adoption to cement Bitcoin's monetary role, but many argue state accumulation risks moral hazard and undermines the permissionless, self-sovereign ethos that makes Bitcoin an escape hatch from fiat. Read more→


🧱 Gold Prints Nearly Bitcoin’s Market Cap Overnight

Gold ripped 4.4% in 24 hours, topping $5,500 per ounce and adding about 1.5T to its market cap, nearly matching bitcoin’s roughly 1.75T, as the Federal Reserve kept rates unchanged. Chair Jerome Powell dismissed the rally as a non-event, while Bitcoin consolidated near $89,000 despite institutional surveys calling it undervalued.

Why it matters: The fiat alarm is ringing, but the fire exit is crowded. Gold is the legacy hedge for paper money collapse; Bitcoin is the replacement architecture waiting for the inevitable liquidity spillover when the digital gold narrative catches up to reality. Buckle your seatbelts. Read more→

🏦 Banks Panic Over Stablecoin Yields At White House Summit

The White House is convening banking executives and crypto firms to broker a deal on the stalled Clarity Act, with the fight centering on stablecoin yields. Legacy banks are reportedly lobbying to ban interest-bearing dollar tokens, fearing that 5% on-chain yields will drain their 0.01% deposit base.

Why it matters: Wall Street is trying to legislate its survival because it cannot compete with software that passes T-Bill yields directly to users. While stablecoins are still fiat, they train users to exit the banking system — a one-way street that ultimately leads to self-custody and Bitcoin. Read more→

🧮 Chainalysis Quietly Admits Massive North Korea Attribution Error

L0laL33tz of The Rage points out that blockchain surveillance firm Chainalysis walked back a major claim, admitting that nearly half the hacked funds it previously attributed to North Korea were unrelated. The correction came 'upon further investigation' after the data had already been used to shape narratives around illicit finance.

Why it matters: 'Crypto forensics' is often just expensive guesswork sold to governments to justify control. When these black boxes fail, innocent users get flagged and privacy tools get banned, proving why true fungibility and privacy at the protocol level are non-negotiable. Read more→

🏦 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→

INSIGHTS & ANALYSIS

  • Ale, a longtime Italian Bitcoin community pleb and Founder of DataSapiens, argues that maximalism protects Bitcoiners but cannot drive adoption alone, so he builds bridge tools like BitRoundApp to steer newcomers from scams toward self-custody and sovereignty without diluting Bitcoin-only principles (Jan 27 | 11 min read).

  • Che Kohler of The Bitcoin Manual warns that Nostr Wallet Connect convenience can enable silent BTC theft via auto-approval and misconfigured permissions, urging strict budgets, manual approvals, isolation, and regular audits to protect sats (Jan 26 | 21 min read).

  • Frank Corva, contributor to Bitcoin Magazine and Forbes, explains how programs like Bitcoin Dada and Dada Devs help African women join Bitcoin and Lightning development through mentorship and community, while urging that female BTC developers are evaluated solely on merit and code quality (Jan 26 | 7 min read).

  • James Caw, founder and Bitcoin strategist at SimplB, argues that BTC is not behaving like gold because institutional adoption lags, creating an 'early premium' for fiduciaries who build custody and governance now before mandates, liquidity, and policy frameworks catch up (Jan 26 | 8 min read).

  • Conduition, a pseudonymous cypherpunk, shows that with heavy parallel processing SLH-DSA (a post-quantum signature) can verify signatures about as fast as a single-core Schnorr (secp256k1) verifier, but it still loses when Schnorr uses many CPU cores together (Jan 25 | 7 min read).

  • Billytheked, a Stacker News user, shares a step-by-step guide on setting up Core Lightning to receive instant Ocean mining payouts via BOLT12 offers, detailing how to run it alongside LND and overcome installation challenges for small-scale miners seeking lightning-based payments (Jan 24 | 3 min read).

  • Eduardo Prospero of Blink wallet details how MoneyBadger integrations in Blink 2.4.8 enable BTC Lightning payments across South Africa via Zapper and Scan to Pay QR codes, expanding everyday spending while navigating Rand conversion, taxes, and circular economies like Bitcoin Ekasi (Jan 23 | 9 min read).

  • Vlad Costea of Bitcoin Takeover argues that Bitcoin maximalism has failed by rejecting innovation and driving developers to altcoins, resulting in lost network effects, stagnant adoption, and declining dominance, while proposing a new 'post-maximalism' philosophy that embraces experimentation and acknowledges Bitcoin's limitations (Jan 23 | 16 min read).

  • ProPublica reporters reveal how bigblocker Roger Ver (aka ‘Bitcoin Jesus) avoided prison for $50M in alleged tax evasion by hiring Trump's former attorney Christopher Kise, who leveraged insider DOJ connections to secure an unprecedented deferred prosecution deal that lets Ver simply pay what he owed (Jan 22 | 14 min read).

  • Joakim Book, managing editor for Bitcoin Magazine Print, argues that his Revolut account freeze over an unverified dispute exposes how bank deposits fail as true money since institutions can block access anytime, making permissioned fiat fundamentally different from assets under exclusive personal control (Jan 22 | 4 min read).

  • Jeffery L Degner and Thomas Savidge, Research Fellows at the American Institute for Economic Research, argue that America's declining birth rates stem primarily from monetary policy rather than culture, contending that inflation and fiat currency have made daily life unaffordable and that returning to sound money would be more effective than government subsidies in reviving family formation (Jan 22 | 6 min read).

  • Sylvain Saurel, author of the 'In Bitcoin We Trust' Newsletter, argues that by 2026 Bitcoin has matured from a speculative casino into boring financial infrastructure, becoming the global neutral collateral layer as institutions, miners, and sovereign entities integrate it into their operational systems through rigorous governance and compliance frameworks (Jan 22 | 8 min read).

  • SimpleStacker, an author of guides and reviews on Stacker News, argues that a Bitcoin standard would reduce low-value animal experimentation by constraining government spending and forcing research funding toward only the highest-valued projects with commensurate ethical justification (Jan 29 | 6 min read).

  • Will Reeves, Founder and CEO of Fold, announces major 2026 changes for his company, eliminating subscription fees, launching a no-annual-fee credit card earning up to 4% back in bitcoin, and positioning themselves to serve American families building long-term savings as generational wealth shifts toward bitcoin adoption (Jan 27 | 8 min read).

  • Bitcoin Ekasi, a South African grassroots Bitcoin adoption initiative, argues that while African Bitcoin adoption needs more scalable 'factories' than symbolic 'churches,' Bitcoin Circular Economies serve as crucial inspiration hubs for builders and must evolve toward self-sustainability by innovating ways for communities to earn, spend and save BTC (Jan 27 | 3 min read).

  • Daniel Lacalle, professor of global economy at IE Business School in Madrid, argues that central banks are shifting reserves from developed nations' sovereign debt into gold rather than alternative fiat currencies, reflecting a broader loss of confidence in fiscal sustainability and monetary policy across all major economies including the dollar, euro, and yen (Jan 26 | 6 min read).

  • Jeff Booth, author of 'The Price of Tomorrow' and General Partner at Ego Death Capital, argues that technology's natural deflationary force conflicts with fiat monetary systems requiring inflation, while Bitcoin offers a sound money alternative aligned with technological abundance and falling prices (Jan 26 | 2 min read).

  • Jeff Booth also argues that AI's exponential growth exposes how social media traps humanity in attention-extracting cycles, prompting him to deploy an AI agent for 𝕏 while focusing on decentralized protocols like Nostr and Bitcoin for genuine human connection (Jan 26 | 4 min read).

  • Liam 'Akiba' Wright, Editor-In-Chief at CryptoSlate, writes that Bitcoin's path to global reserve currency primacy faces structural barriers from the dollar's $13T reserve dominance, placing the earliest realistic window around 2046 despite growing institutional adoption through ETPs and tokenized assets (Jan 23 | 5 min read).

  • Rob Hamilton, CEO of AncorWatch, after attending the Nashville Energy & Mining Summit 2026, observes that Bitcoin miners are facing increasing competition from AI infrastructure for silicon supply and energy resources, but speculates that they can leverage their power expertise to bridge into HPC by using mining as revenue during longer AI buildouts (Jan 23 | 6 min read).

  • Glen Cameron, Global Head of Onramp Institutional, analyzes how Bitcoin's price cycles are increasingly driven by global liquidity conditions (M2 money supply), dollar strength, and real interest rates rather than the traditional four-year halving schedule, with macro regimes now dominating returns over multi-quarter horizons (Jan 22 | 22 min read).

  • Dani Villalba Herrera of Unchained demystifies Bitcoin cryptography by quantifying how entropy, SHA-256 hashing, elliptic curve signatures, and proof of work create mathematically unbreakable security exceeding NIST standards, making 12-word seed phrases and BTC addresses resistant to any conceivable attack (Jan 9 | 14 min read).

  • ICYMI: René Pickhardt, a Lightning Network researcher and co-author of 'Mastering the Lightning Network', makes a case for Ark to be reconsidered as channel factory infrastructure for Lightning rather than a standalone payment system, enabling efficient on-chain compression of liquidity reconfiguration to address payment feasibility constraints that routing algorithms alone cannot solve (Dec 31 2025 | 7 min read).

  • Cryptography researchers at Distributed Lab introduce BLISK, a multisignature scheme that embeds Boolean logic circuits into public keys, enabling complex organizational approval policies like 'CEO OR (CFO AND 2 board members)' without requiring threshold signatures or smart contracts (Jan 26 | 5 min read).

  • Bubb1es, in a post on Delving Bitcoin, explores methods for safely disposing of dust attack UTXOs by creating minimal transactions with OP_RETURN outputs that consume entire amounts as fees, while acknowledging risks including wallet fingerprinting and user confusion in multisig setups (Jan 25 | 2 min read).

  • Andrea Carnimeo of Blockdyor reviews AtlasPool (dot) io, a globally deployed solo Bitcoin mining pool that uses BGP Anycast technology to automatically route miners to the closest of seven worldwide endpoints, reducing latency and rejected shares for a 1.5% fee (Jan 25 | 13 min read).

  • Francisco Rodrigues, a CoinDesk reporter, argues that bitcoin fails as a safe-haven versus gold during geopolitical stress because investors treat BTC like an ATM to raise cash, while gold absorbs risk, leaving bitcoin better for longer term monetary uncertainty (Jan 25 | 3 min read).

  • Chainalysis, a blockchain analytics firm, claims that the UK is pioneering a global blueprint against crypto-enabled fraud through AI-powered prevention tools, international collaboration via Project WINTERPROOF, and new regulations requiring financial institutions to proactively stop scams that cost victims $14B globally in 2025 (Jan 22 | 8 min read).

  • Kirubai of Lightning News details how visualization tools like mempool dot space, Amboss, 1ML, ThunderHub, RTL, and Lightning Terminal transform the Lightning Network from an abstract concept into measurable insights for builders, node operators, and Bitcoin enthusiasts exploring network health, liquidity, and routing performance (Jan 20 | 4 min read).

QUICK BITS

  • UBS Group, the Swiss banking giant overseeing $4.7T in wealth assets, plans to offer Bitcoin trading to select private banking clients in Switzerland, marking a significant shift from its cautious stance.

  • BlackRock's Rick Rieder, who has advocated for bitcoin in portfolios, sees his Fed chair odds surge to 60% on Polymarket as Trump considers overhauling the central bank.

  • Foundry USA’s Bitcoin mining pool sees its secured hashrate drop about 60% since Friday as US miners curtailed operations during winter storm Fern to ease strain on the power grid. 

  • 583 Bitcoin nodes signal support for BIP-110, a controversial temporary soft fork proposal that would cap transaction data at 34 bytes and restrict OP_RETURN to 83 bytes.

  • Geyser, a crowdfunding platform for Bitcoin projects, announces migration of all content to Nostr after getting banned from Instagram (Bitcoin Breakdown was similarly banned last month 😡).

  • AFP Protección, Colombia’s second-largest pension and severance manager, prepares a new fund with controlled exposure to BTC.

  • French authorities have opened a preliminary probe into a data breach at crypto tax platform Waltio after hackers allegedly stole personal details tied to roughly 50,000 users.

  • Nasdaq seeks to eliminate position limits on Bitcoin ETF options, treating Bitcoin funds like traditional commodity-based exchange-traded funds in a move toward full market integration.

  • Phishing attacks target bitcoin users through fake Zoom calls that install malware to steal funds and compromise Telegram accounts.

  • SEC and CFTC, the two main US market regulators, announce plans to coordinate Bitcoin and crypto oversight through joint events and clearer rules, aiming to reduce regulatory confusion for exchanges and users.

  • Ledger, the Paris-based hardware wallet manufacturer, partners with Goldman Sachs, Jefferies, and Barclays for a potential NYSE listing.

  • Unchained, a Bitcoin financial services firm, hosts James Lavish on Jan 28, 2026, to discuss currency debasement, portfolio stress in inflationary regimes, and BTC as a strategic reserve asset.

  • Coinbase's Q1 2026 survey reveals that 70% of institutional investors view BTC as undervalued at $85K-$95K, despite Bitcoin's decline from its October all-time high.

  • Tether, the largest stablecoin issuer, launches USA₮, a federally regulated, dollar-backed token under the GENIUS Act, with Anchorage Digital Bank issuing and Cantor Fitzgerald safeguarding reserves.

  • Jacob & Co teams up with Bitcoin miner GoMining to launch Epic X GoMining, a 44 millimeter skeleton-dial watch priced at $40,000, which comes with 1,000 terahashes of real Bitcoin mining power from GoMining.

  • River, a bitcoin financial services company, argues that gold's surge past $5,000/oz is being driven by central bank buying and reduced dollar reserves, while noting that Bitcoin remains largely untapped by institutions despite only 1M BTC left to mine.

  • NBTV Media's Naomi Brockwell discovers that ChatGPT censored her privacy newsletter by removing service recommendations and cryptocurrency references, arguing that the incident reflects society's dangerous normalization that privacy tools are inherently suspicious or criminal.

  • South Dakota Representative Logan Manhart reintroduced a Bitcoin reserve bill, HB 1155, letting the State Investment Council invest up to 10% of public funds in bitcoin, a year after similar language was deferred. 

  • Coinbase & Glassnode say that BTC is entering a steadier phase as liquidity holds, leverage declines, and institutions favor options hedges over futures.

  • American Bitcoin, the Trump family-backed public miner majority-owned by Hut 8, lifts its treasury to about 5,843 BTC, ranking 18th among corporate Bitcoin holders.

  • Steak ’n Shake adds another $5M in BTC exposure and funnels bitcoin-based sales into a Strategic Bitcoin Reserve to deepen its Bitcoin treasury strategy.

  • Bank of Korea, South Korea's central bank, warns that won-denominated stablecoins may weaken foreign exchange controls as lawmakers debate issuer eligibility, oversight rules and US dollar-linked capital outflow risks.

  • Metaplanet, a Japanese bitcoin treasury firm, reports $680M in unrealized losses on its BTC holdings but raises 2025 earnings projections to $41M operating income, driven by its bitcoin income generation business using derivatives strategies.

  • Bitcoin's Coinbase Premium Index hits 12-month lows at -0.17, signaling persistent US selling pressure as BTC drops to $86K with technical patterns suggesting a potential further decline.

  • Polymarket's Bitcoin and crypto price prediction markets surge past $67M in volume as traders bet on bitcoin falling below $85K in January, raising concerns that the market is shifting from long-term investing to short-term volatility wagering.

  • Strategy acquires 2,932 BTC for $264M funded by stock sales, bringing total holdings to 712,647 BTC.

  • Rhode Island lawmakers reintroduce blockchain study commission bill alongside tax exemption proposal, positioning the state to balance Bitcoin and crypto innovation with consumer protection while competing for digital asset businesses.

  • Bitcoin's Fear & Greed Index hits 'Extreme Fear' territory despite BTC trading at $88,000.

  • Polymarket bettors place 75% odds on partial US government shutdown by Jan 31, but with six of twelve spending bills signed and $178B DHS reserves, bitcoin's liquidity impact may prove far smaller than last October's $700B drain.

  • Timothy Peterson, Network economist, identifies February as Bitcoin's strongest seasonal period with 7% median weekly returns, surpassing 'Uptober' as mid-month corporate earnings typically drive risk-on sentiment toward BTC.

  • 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.

TOOLS & PROJECTS

  • New on Geyser: DCTRL Vancouver, a Bitcoin clubhouse and community hackspace in Canada, seeks crowdfunding support to sustain its volunteer-driven space.

  • New on Geyser: Sat Sorter, an open-source Bitcoin budgeting app built by a husband-and-wife team, offers zero-based budgeting with Nostr relay sync, NWC transaction tracking, and BTC Map integration for private and personal finance management.

  • Bitcoin Art Magazine launches its new podcast across major streaming platforms, inviting artists and creators to participate in discussions about the intersection of bitcoin and art.

  • Stirling Forge, a Nostr developer, creates a decentralized rideshare protocol on Nostr and two apps based on it - Ridestr and Drivestr - using Lightning payments via Cashu, eliminating corporate servers and relying entirely on Nostr infrastructure for communication.

  • Bitcoin Improvement Proposal 434 by AJ Towns introduces a standardized peer-to-peer feature negotiation message, enabling permissionless protocol extensibility without version coordination across implementations.

  • Plebeian Market, an open-source Bitcoin marketplace built on Nostr, completes full migration to the NIP-99 standard enabling sovereign, interoperable stalls with direct Lightning zaps, zero custody, no mandatory fees, and optional value-for-value splits across all compatible clients.

  • Anipy, a self-custodial bitcoin wallet engineer, builds a one-tap Bitaxe mining setup that auto-configures Public Pool stratum settings and your BTC address from a mobile wallet.

  • Unchained, a bitcoin custody platform, launches a mobile vault spend feature on iOS enabling users to draft transactions, request multi-signature approvals, and manage vault security directly from their phones.

  • Fountain launches Fountain for Artists, an open music distribution platform using RSS, Bitcoin, and Nostr to give musicians instant payments, subscriptions, analytics, and automated revenue splits for $1/month.

  • SatsLegacy, an open-source Bitcoin inheritance platform, enables self-custody BTC vaults with timelocks, dead man’s switches, and multisig decay without third parties, KYC, fees, or custody.

  • Bitcoin DCA calculator by Tom Bennet compares dollar-cost averaging strategies against lump sum investments using historical price data, showing total returns, BTC acquired, and portfolio value over customizable time periods.

  • Vanity Npub is a tool that enables users to generate custom Nostr identities with desired prefixes through browser-based mining, offering 100% client-side key generation with no data storage or tracking.

  • New on Geyser: Bitcoin for Aliyense, a Zambian grassroots initiative, empowers women and youth through Bitcoin education in rural and urban communities, teaching financial literacy, self-custody, and economic inclusion via workshops and meetups.

  • New on Geyser: Bitcoin House Malaysia, a community-funded education center and hacker hub in Kuala Lumpur, launches crowdfunding campaign to provide free Bitcoin education, technical workshops, and permanent co-working space for Southeast Asia.

  • Club Orange, a social app for Bitcoiners, launches Payment Links to simplify Lightning payments by allowing users to share QR-scannable links instead of traditional invoices, offering to pay the first 100 users up to 1,000 sats each.

  • Heatbit unveils Maxi Pro, a 60 TH/s Bitcoin mining space heater with HEPA air purification that earns approximately $450 per season while heating up to 400 sq ft, priced at $1,499 for preorder.

  • Cashu LoRa Gateway enables offline Bitcoin ecash transactions over encrypted Meshtastic mesh networks, allowing censorship-resistant payments in remote areas without internet connectivity through LoRa radio technology.

  • Bithypha, a Bitcoin block explorer and analytics platform, launches on-chain taint path visualization feature enabling users to trace and verify transaction connections between addresses, clusters, and labeled entities on the Bitcoin network.

  • Electrum Wallet, a popular open-source Bitcoin wallet, releases version 4.7.0 with submarine payments enabling onchain transactions from lightning balances, biometric authentication on Android, and LNURL-Withdraw support for voucher redemption.

  • Second, a company building an implementation of the Ark protocol, releases bark-0.1.0-beta.6 featuring hArk, a protocol that eliminates synchronous coordination requirements, enables asynchronous VTXO claims, improves wallet security with hardened key derivations, and restores offboard functionality with dynamic fee estimation.

  • Camp Nakamoto, a Bitcoin-focused family retreat on a private New Hampshire island, opens ticket sales for its June 18-21, 2026 event featuring outdoor activities, wellness programs, and live music performances.

  • Peach Bitcoin, a peer-to-peer Bitcoin marketplace, launches an open-source BTCPay Server plugin enabling merchants to sell bitcoin directly from self-hosted wallets at premium rates without KYC, completing the circular economy loop for businesses accepting Bitcoin payments.

  • Blockstream's desktop app now enables direct BTC purchases with real-time quote comparison, integrated price charts, unified Bitcoin and Liquid Network asset views, rebuilt send/receive flows, centralized security controls, and enhanced navigation for streamlined self-custody.

  • Satsfire is a Monte Carlo retirement simulator that integrates bitcoin with traditional index funds, addressing the gap between bitcoin-only and stock-focused FIRE planning tools.

  • ZSP, a CLI tool by Zapstore, enables developers to publish Android apps to Nostr relays with APK acquisition from multiple sources, metadata enrichment, Blossom uploads, and flexible signing via private keys, NIP-46 bunkers, or browser extensions.

  • Blossy, a developer tool for creating custom Blossom servers, simplifies implementation of features like ecash support and Web of Trust gating with an intuitive API designed for rapid deployment.

  • Fedimint, an open-source Chaumian ecash protocol for Bitcoin, releases version 0.10.0 named 'Lighthouse' with self-hosted gateway support via Iroh networking, simplified Lightning channel management, on-chain wallet functionality, and enhanced mobile integration for federated ecash systems.

  • i-payout, a payment platform, partners with Neutron to enable instant stablecoin and Lightning Network payouts, connecting businesses to 500M+ users across 20+ currencies with near-instant settlement capabilities up to 1M TPS.

  • Bitcoin Improvement Proposal 346 proposes OP_TXHASH, a new Bitcoin tapscript opcode enabling generalized transaction introspection for flexible covenant designs, multi-user protocols, and signature hash construction including SIGHASH_ANYPREVOUT emulation.

  • Seed Keys, a physical Bitcoin backup device maker, publishes an educational guide clarifies the critical distinction between Bitcoin private keys and seed phrases, explaining how seed phrases serve as the master backup for self-custody wallets and represent the single point of failure in securing your BTC.

  • Anil Patel, author of 'The Treasury of Michael Saylor', launches a site that logs multiple 'Strategy has failed' calls since 2020 and charts MSTR price versus bearish predictions.

  • Flint, a curated community of vibecoders backed by Spiral at Block, unites builders experimenting with AI, Bitcoin, and emerging tech to ship quarterly projects and share feedback.

  • Own Your Posts, a Nostr-based content migration feature vibecoded by Paul Keating of Primal, finds your public posts from Instagram, TikTok, Twitter, or RSS Feeds so you can keep selected media permanently and own it on Nostr.

  • B Market 21, Europe's Bitcoin-native food marketplace, connects bitcoiners with premium artisan products from local producers including craft beer, wine, organic honey, grass-fed beef, and natural skincare - all payable in BTC.

  • Machankura, an app for offline Bitcoin usage in Africa, announces that BitZed's services are now fully available to Zambian users via the 3848333# USSD code.

QUICK MEDIA

  • New Scientist, an outlet that covers developments in science, gets ratio-ed on 𝕏 for featuring debunked and unscientific opinions about Bitcoin such as transactions consuming as much energy as large cities, usage primarily for criminal activity on the dark web and comparisons to pokemon cards (Jan 24 | 1:15 min watch).

  • Samson Mow, in an appearance on BTC Sessions' podcast, argues that Strategy's STRC preferred stock creates an 'infinite bid' for BTC through 11% yields, potentially triggering a supply shock that could drive bitcoin to $1M as institutional demand overwhelms finite supply (Jan 26 | 10:35 min watch).

  • Changpeng Zhao, Founder of Binance, in an appearance on CNBC, predicts that 2026 will be a 'supercycle' for bitcoin that breaks the traditional four-year pattern, driven by pro-crypto US policies and global adoption momentum (Jan 23 | 2:11 min watch).

  • BTC Sessions argues that Strategy's STRC product exploits the fiat system by using new investor capital to pay 11% dividends while accumulating over 1M BTC, potentially creating a private Bitcoin central bank that contradicts Bitcoin's decentralization ethos (Jan 24 | 22:46 min watch).

  • Anik Malcolm, Co-Host of the Bitcoin Art Broadcast, releases a video that explores the mathematical patterns that exists in the consensus rules of Bitcoin (Jan 22 | 5:12 min watch).

  • Julian Fahrer, founder of Bitcoin Laws, in a video for Soak Quest, argues that Bitcoin's path to political power lies not in Bitcoiners taking control but in existing powerful institutions and figures adopting BTC to solve fiscal challenges like unfunded state pension liabilities (Jan 25 | 9:55 min watch).

  • Roy Sheinfeld of Breez, in an interview with Guy Swann of Bitcoin Audible, argues that Bitcoin remains the only truly permissionless and neutral monetary system for value transfer, as stablecoins face increasing centralization and regulatory pressures owing to being mere representation of fiat currencies in an another form (Jan 23 | 0:53 min watch).

  • Hector Alvero, COO of Rhino Bitcoin, argues that Bitcoin offers a bottom-up alternative to Davos elites' top-down economic systems by returning financial control and sovereignty to individuals rather than centralized institutions (Jan 23 | 1:09 min watch).

  • Jez Casey, Co-Founder of the Bitcoin Collective, argues that UK businesses are quietly losing purchasing power on cash reserves and explains why companies are adopting Bitcoin treasury strategies, showing how even a 3-5% allocation can protect against inflation while accepting Bitcoin payments reduces fees (Jan 21 | 7:07 min watch).

  • Gioluz showcases WallAxe, a fully 3D-printed, wall-pluggable enclosure for the Bitaxe miner, aiming to promote decentralized mining on the Bitcoin network by increasing global hardware accessibility (Jan 23 | 0:20 min watch).

  • David Malpass, former World Bank president, in an appearance on CNBC, explains how major central banks are draining cash from the economy to buy government bonds, claiming the US Fed has effectively become a 'giant hedge fund' (Jan 26 | 2:01 min watch).

  • Lawrence Lepard, in an interview with Danny Knowles of What Bitcoin Did, warns that inflation will remain the 'problem of our age' causing decades of pain, asserting that other solutions will fail and only a return to sound money like Bitcoin fixes this (Jan 24 | 5:35 min watch).

  • Cathie Wood of Ark Invest explains how Bitcoin will compete in the $145T global fixed income market thanks to its uncorrelated and interoperable nature (Jan 24 | 0:46 min watch).

  • 60 Minutes runs a segment on Bitcoin miners reducing methane emissions in Wyoming, featuring Crusoe Energy's methane gas flaring solutions and the state's welcoming regulatory ecosystem for similar solutions (Jan 26 | 2:52 min watch).

  • Brian Armstrong, CEO of Coinbase, in an appearance on the All-In podcast, reports that a top 10 global bank executive views crypto as an 'existential' matter and their 'number one priority,' signaling that major financial institutions are now going 'all in' on the industry (Jan 24 | 1:21 min watch).

  • Nigel Farage, Leader of the Reform Party UK, in an interview with Bloomberg at the Davos Summit, criticizes the Bank of England and the UK government for lagging on Bitcoin-related policies (Jan 23 | 0:38 min watch).

  • Noor Bin Ladin, a Swiss-born media personality and political activist, claims that Davos 2026 accelerated the narrative of a financial reset that points toward a future of fully tracked and controlled financial transactions (Jan 24 | 3:31 min watch).

  • Lightning Labs, developer of the LND implementation of the Lightning Network, introduces the Taproot Assets protocol to enable minting and transferring assets like US dollar stablecoins on the Bitcoin blockchain via the Lightning Network for instant, low-cost global transactions (Jan 22 | 9:44 min watch).

  • Allen Farrington, Bitcoin author and investor at Flux, in a presentation at the Bitcoin++ conference, debunks the myth that fiat payments are simple and cheap by dissecting the complex 32-step process involving 11 intermediaries for a basic credit card transaction, arguing Lightning Network's permissionless instant debits vastly outperform fiat's expensive credit-based system (Jan 21 | 31:57 min watch).

  • Bitcoin Island, a Bitcoin education channel, explains how Bitcoin solves the 'double spend problem' through blockchain technology and proof-of-work mining, arguing that its fixed 21M supply makes it 'absolute scarcity', a form of protection against fiat currency devaluation unlike traditional money systems controlled by central authorities (Jan 24 | 10:43 min watch).

  • 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).

  • Satoshi Gallery announces the opening of its 'Satoshi Army' exhibition at Museo Marte in El Salvador, featuring 45 transparent statues that explore how Satoshi Nakamoto's solitary creation of Bitcoin transformed into a collective movement built by millions, inviting visitors to reflect on shared identity. (Jan 30 | 0:42 min watch).

  • Uncle Rockstar, in a video featuring Jack Dorsey, demonstrates a BTCPay Server plugin that lets anyone print redeemable BTC vouchers with a QR code (Jan 29 | 0:36 min watch).

  • Strike user demonstrates how Bitcoin-backed loans work on the platform, explaining margin calls, liquidation price, and loan roll-overs (Jan 26 | 3:34 min watch).**

  • Paul Atkins, Chair of the US SEC, in an appearance on CNBC, says the time is ripe to allow Bitcoin and crypto in 401(k) retirement accounts (Jan 29 | 1:19 min watch).

  • Max Keiser, a long-time Bitcoiner now settled in El Salvador, argues that Warren Buffett's comparison of Bitcoin to rat poison is accurate because traditional finance figures like Buffett and Jamie Dimon are themselves the 'rats' (Jan 30 | 0:53 min watch).

  • Lawrence Lepard, author of 'The Big Print', speaking at BitBlockBoom, argues that Bitcoin represents a once-in-humanity opportunity as traditional money deteriorates at an accelerating rate, offering humanity its first perfect form of money that cannot be diluted (Jan 29 | 0:41 min watch).

  • Walker, host of 'THE Bitcoin Podcast', urges investors to reject diminishing returns narratives and stack BTC aggressively, emphasizing that Bitcoin's absolute scarcity makes it uniquely valuable amid endless fiat money printing by governments (Jan 27 | 2:17 min watch).

  • Coinjoined Chris, Co-Founder and CEO of Seedor, breaks down the social engineering attack targeting Bitcoiners over Telegram, warning that using the same computer for handling private keys and everyday activities like Zoom calls creates major security vulnerabilities, urging users to maintain a dedicated offline device for Bitcoin operations (Jan 29 | 1:01 min watch).

MEMES OF THE WEEK

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