issue 248 - week of 7-11-25
curating the good stuff for the casual bitcoin enthusiast each week
Listen below for an succinct overview in podcast format of all items contained in this issue of the newsletter.
news
I used Google NotebookLM and Gemini to summarize the information in this week’s news links:
📈 Bitcoin is currently in a significant bull run, with its price recently surpassing $118,000, driven by substantial inflows into spot Bitcoin ETFs and a crypto-friendly regulatory environment. Analysts like Jeff Ross project Bitcoin to reach $475,000 by late 2025 or early 2026, while Ric Edelman forecasts $500,000 by the decade's end. This surge is further fueled by a growing trend of publicly traded companies adding Bitcoin to their treasuries, indicating a fundamental shift in corporate asset management.
⚙️ The increasing adoption of Bitcoin is propelled by several interconnected factors, including the accessibility offered by spot Bitcoin ETFs and a more positive regulatory stance from the U.S. government. Beyond institutional and corporate interest, Bitcoin's core principles of self-custody and decentralization remain crucial, with experts emphasizing the importance of running a node to maintain network integrity. While debates within the community, such as the Bitcoin Core versus Knots discussion over transaction policy rules, highlight internal disagreements, these discussions ultimately contribute to Bitcoin's robust and unchangeable nature, ensuring its long-term resilience.
🚀 The Bitcoin ecosystem is also expanding through new technologies and financial instruments. Innovations like Nostr are building decentralized identity and communication layers, while Bitcoin Solaris aims to offer a high-speed, energy-efficient blockchain for mobile users. The Lightning Network continues to be vital for scaling Bitcoin payments, demonstrating its potential for generating yield and facilitating instant settlements. Ultimately, Bitcoin is viewed as more than just an asset; it's seen as a "freedom technology" capable of building generational wealth, fostering societal paradigm shifts, and empowering individuals globally.
Bitcoin Hits New Highs: 6 Reasons Why the ETF Rally Could Continue
Summary: Bitcoin soared to a new all-time high of over $117,000, driven by bullish momentum in risk assets, record inflows into Bitcoin ETFs, expanding corporate and institutional adoption (including by companies like GameStop and Goldman Sachs), its role as an inflation hedge, favorable policy signals, and Bitcoin miners leveraging their infrastructure for AI.
Link: https://www.nasdaq.com/articles/bitcoin-hits-new-highs-6-reasons-why-etf-rally-could-continue
Bitcoin Tops $118,000 in Another All-Time High
Summary: Bitcoin surpassed the $118,000 mark for the first time, continuing its ascent fueled by increasing corporate adoption as a reserve asset and the passage of pro-crypto legislation, particularly the GENIUS Act concerning stablecoins. This rise significantly outpaces the S&P 500's gains this year.
Link: https://www.investopedia.com/bitcoin-soars-to-a-new-record-high-11770332
Bitcoin Price Prediction 2025, 2026- 2030: BTC Breakout Above $118K Signals New Bull Cycle
Summary: Bitcoin's price prediction turns highly bullish after BTC reached a new all-time high of $118K, driven by strategic geopolitical moves, record $1.18 billion ETF inflows, and a U.S. Strategic Bitcoin Reserve. Analysts foresee potential surges to $130K-$150K by Q4 2025, with a long-term bullish outlook extending to 2030, supported by increasing adoption and institutional interest.
Link: https://coindcx.com/blog/price-predictions/bitcoin-price-weekly/
Bitcoin’s Path to a New All-Time High, in Charts
Summary: The Wall Street Journal article "Bitcoin’s Path to a New All-Time High, in Charts" explores Bitcoin's price surge toward a potential new peak, likely highlighting key market trends and drivers through visual data. As of July 12, 2025, Bitcoin is nearing or surpassing its previous high of around $103,332 from late 2021, fueled by strong institutional adoption, such as Bitcoin ETF inflows, positive market sentiment, and macroeconomic factors like anticipated interest rate cuts and Bitcoin’s appeal as an inflation hedge. The article likely includes charts showing price trends, trading volumes, and technical indicators like resistance breakouts, alongside on-chain metrics reflecting network activity. While the full article is paywalled, posts on X and web sources emphasize bullish momentum, with the 2024 halving further supporting reduced supply growth as a catalyst for price increases.
Link: https://www.wsj.com/finance/currencies/bitcoins-path-to-a-new-all-time-high-in-charts-b10370f1
MicroStrategy Stock Pops as Bitcoin Hits Record. Its Crypto Holding Is Now Worth This.
Summary: The Barron’s article discusses the performance of crypto-related stocks, focusing on MicroStrategy and Coinbase, amid Bitcoin's surge past $100,000 in 2024. MicroStrategy, now rebranded as Strategy, has become a significant Bitcoin holder, owning 581,000 bitcoins valued at approximately $63 billion, funded through debt and equity raises. Its stock has risen over 500% in 2024, driven by Bitcoin’s rally, but its market value is 2.5 times its Bitcoin holdings, suggesting a premium that could lead to volatility if Bitcoin prices fall. Coinbase, a leading crypto exchange, has also benefited from the crypto boom, with its stock up significantly due to increased trading and ETF custody roles, though it faces regulatory risks. Both companies are seen as proxies for Bitcoin investment, but their high valuations raise concerns about potential corrections if the crypto market cools.
Link: https://www.barrons.com/articles/microstrategy-stock-coinbase-bitcoin-crypto-7dc05c6e
The Smarter Web Company Adds 275 BTC to Its Strategic Bitcoin Treasury
Summary: The UK tech firm, The Smarter Web Company, announced an additional purchase of 275 BTC, bringing its total Bitcoin holdings to 1,275 BTC, valued at over £100 million. This move further highlights the increasing trend of corporate balance sheet allocation to Bitcoin.
Link: https://bitcoinmagazine.com/markets/5-free-metrics-bitcoin-investor
Bitcoin Breaks Records with 100% Profitable Days and Unmatched Returns
Summary: Bitcoin continues its explosive growth, demonstrating 100% profitable trading days and consistently outperforming traditional assets like gold, stocks, and the dollar, solidifying its position as a strong long-term investment with unmatched returns.
Link: https://bitcoinmagazine.com/markets/5-free-metrics-bitcoin-investor
Bitcoin Hits New All Time High as IBIT Breaks ETF Records
Summary: Bitcoin reached a new all-time high, coinciding with BlackRock's Bitcoin ETF (IBIT) breaking new records for inflows. This indicates robust institutional demand and confirms the significant impact of spot ETFs on Bitcoin's market performance.
Link: https://bitcoinmagazine.com/markets/5-free-metrics-bitcoin-investor
How CoinJoin Anonymity Can Be Undermined Using Clustering
Summary: This article delves into the technical aspects of Bitcoin privacy, specifically addressing how CoinJoin, a key anonymity feature, can have its effectiveness reduced through clustering techniques, potentially exposing more information than users intend.
Link: https://bitcoinmagazine.com/markets/5-free-metrics-bitcoin-investor
Metaplanet Beats Bhutan in Bitcoin Race with $400M Lead in Holdings
Summary: Metaplanet, a Japanese company, has significantly increased its Bitcoin holdings, now leading Bhutan by $400 million, underscoring the growing trend of public companies and even nations adopting Bitcoin as a treasury reserve asset.
Link: https://coincentral.com/bitcoin-price-prediction-2025-analysts-compare-bitcoins-past-to-bitcoin-solariss-future/
media
Podcast. Coin Stories: Bitcoin to $500K with Ric Edelman: 6 Myths About Bitcoin Debunked and Why 40% Allocation Makes Sense.
Summary: This video features an interview with Rick Edelman, a prominent figure in the financial advisory industry. Edelman discusses the evolution of his firm, Edelman Financial Engines, and his perspective on Bitcoin and cryptocurrencies. He addresses common myths and misconceptions about Bitcoin, explains why financial advisors have been hesitant to recommend it, and outlines how the recent approval of Bitcoin ETFs is changing the landscape for investors.
Podcast. Robin Seyr: Bitcoin Is Generational Wealth: 55% Annual Growth Is Just the Beginning! (George Bodine Explains).
Summary: George Bodine shares his personal journey to becoming a Bitcoin advocate and his insights on the cryptocurrency. He discusses his diverse background, including his time as a Navy pilot, and how a traumatic brain injury led him to study finance and discover Bitcoin. Bodine emphasizes the potential for Bitcoin to create generational wealth, the importance of running a Bitcoin node to maintain the network's integrity, and his belief that Bitcoin's primary purpose is as a revolutionary form of money.
Podcast. Bitcoin Audible: Chat_136 – The Most Bullish Man in Bitcoin with Christian Keroles.
Summary: In an episode of "Bitcoin Audible," host Guy Swann and Christian Keroles (CK) from the Human Rights Foundation (HRF) dive into a highly bullish discussion on Bitcoin. They explore HRF's mission to support pro-democracy movements through technological advancements, including their significant Bitcoin development fund. The conversation then delves into the concept of Bitcoin as a paradigm shift, comparing its potential impact to AI and discussing the current "Bitcoin Treasury bubble." They also touch on the role of stablecoins as "dollar innovation" and their potential to accelerate the "dollar milkshake theory" before hyperbitcoinization. The episode concludes with a discussion on the misunderstanding of the Lightning Network and the idea that hyperbitcoinization is ultimately about a mental shift to thinking in Bitcoin as the standard for value.
Podcast. The Investor’s Podcast: Bitcoin Core vs. Knots w/ NVK (BTC242).
Summary: This video features a discussion between Preston Pysh and NVK, a technical expert in Bitcoin. They discuss the long-term viability of fees for miners, the impact of Layer 2 solutions and ETFs on Bitcoin exposure, and the idea that "number go up fixes almost everything" in relation to Bitcoin's price appreciation. The conversation also delves into the debate between Bitcoin Core and Bitcoin Knots, clarifying the historical development of Bitcoin Core and current disagreements regarding policy rules. NVK explains the challenges of managing contentious software development and the importance of user agency in choosing software updates, believing these debates ultimately strengthen Bitcoin. Additionally, NVK highlights Noster's potential as a decentralized identity and address book, and its efficiency for AI communication and payments. Finally, NVK discusses Coldcard, his Bitcoin-only hardware wallet company, emphasizing its independence, focus on extreme self-custody, and the long-term vision for Bitcoin storage.
Podcast. What Bitcoin Did: Inflation, War & $475K Bitcoin w/ Jeff Ross.
Summary: In a recent interview, macroeconomist and hedge fund manager Jeff Ross discussed his prediction of Bitcoin reaching $475,000, potentially by the first half of 2026. He attributes this to increasing global liquidity and a shift away from U.S. assets, foreseeing a new inflationary era akin to the 1970s. Ross also touched upon the Trump administration's initial attempts at austerity, the true nature of tariffs as a tax rather than an inflationary driver, and the geopolitical implications of rising global tensions, which he believes are prompting a move into assets like gold. He suggests that the end of "US exceptionalism" and overvalued U.S. stocks will lead to outperformance in international equities, emerging markets, and gold, while also advocating for the eventual widespread adoption of Bitcoin by corporations and the abolition of the Federal Reserve.
tweets
(Substack blocking direct Twitter links at the moment)
https://x.com/saylor/status/1942200866158596465
https://x.com/JBerneburg/status/1942186468211896389
https://x.com/GertvanLagen/status/1942282743187947613
https://x.com/GertvanLagen/status/1942281645463101951
https://x.com/PeterLBrandt/status/1943085280363209130
https://x.com/FrankAFetter/status/1942953842741588235
https://x.com/nayibbukele/status/1943038044119921027
https://x.com/BitcoinNews21M/status/1943188583784857905
https://x.com/CaneDigital/status/1943252602889593145
https://x.com/glassnode/status/1943272238158914015
https://x.com/BTC_Archive/status/1943270228516819334
https://x.com/bbands/status/1943365877782712837
https://x.com/jackmallers/status/1943421638294270282
https://x.com/caprioleio/status/1943201162452508777
https://x.com/arkham/status/1943408551814197476
https://x.com/Dennis_Porter_/status/1943438154876490124
https://x.com/charliebilello/status/1943431531831185601
https://x.com/Waykup7/status/1942954824170918172
https://x.com/woonomic/status/1943590351698059602
https://x.com/AltcoinDaily/status/1943534212491137357
https://x.com/martypartymusic/status/1943430025753301139
https://x.com/crypto_birb/status/1943616506346000534
https://x.com/Micro2Macr0/status/1943469705437524237
https://x.com/KobeissiLetter/status/1943635380835942717
https://x.com/EricBalchunas/status/1943664470032576876
https://x.com/crypto_birb/status/1943637142090998163
https://x.com/glassnode/status/1943661049783431240
https://x.com/WatcherGuru/status/1943728149516214382
https://x.com/decodejar/status/1943861411303895120
https://x.com/coryklippsten/status/1943851974837121220
https://x.com/Vivek4real_/status/1943974361125294147
https://x.com/woonomic/status/1944088188902846832
https://x.com/BTC_Archive/status/1944368517987385817
https://x.com/Saylor_Archive/status/1944355903395754443
https://x.com/decodejar/status/1944342057067094264
https://x.com/mrofwallstreet/status/1944380440237793772
If you think we’ve missed something important, please send it to us and we’ll be sure to add it to next week’s newsletter… And please share!
