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BITCOIN BOX SCORE

Exchange Rate: $96,520
Market Capitalization: $1.91T
Hash Rate (90 days): 780.6 EH/s
Transactions (30 days): 10,958,346
Network Fees (economy): 2 sat/vB
Bitcoin Dominance: 61.02%

What do these numbers mean?

This week, institutional adoption of bitcoin had another big news cycle. Metaplanet, a Japanese company, executed a bitcoin bond raising $26M to buy more bitcoin to hold on its balance sheet. The company also announced it would be listed on the MSCI Japan Index. Metaplanet’s transformation from a struggling hotel chain into a bitcoin holding company has propelled its stock price to astonishing heights.

Sound familiar? Strategy (formerly Microstrategy) paved the way, showing the world how a corporate balance sheet can be used to convert cash holdings into bitcoin. Both companies are outpacing their peers by harnessing bitcoin's potential and leveraging the resulting stock performance to secure even more capital.

These pioneers have now written a reusable playbook that other enterprises can follow. For example, Apple has massive cash reserves but has struggled recently to bring innovative products to market. Could it spark a new growth cycle by strategically deploying some of those reserves into bitcoin and developing the surrounding financial and technological infrastructure to sustain a presence on the blockchain?

Others analyzed the balance sheet impact if Ebay had allocated 20% of its free cash flow to bitcoin since 2019. Eric Semler, Chairman of Semler Scientific, another publicly traded bitcoin-acquisition company, is now posting on X about "Zombie" companies that can use bitcoin to revive themselves:

The era of relying principally on growing revenue and reducing costs to stay solvent may be drawing to a close, as bitcoin offers a way to make corporate balance sheets more resilient over the long term.

As is being proved by Metaplanet, Strategy, and others, a well executed bitcoin strategy can result in a revitalized business strategy. The same principles can be applied at all levels, from the sovereign individual to sovereign nations.

NEWS

Lightning companies secure $24.5M in fresh capital

In a sign of bitcoin’s continued evolution, bitcoin-native DEX Flashnet raised $4.5 million in seed funding, while the sidechain-focused Plasma secured $20 million in a Series A. Both aim to bring new capabilities to bitcoin via second-layer technologies, such as instant self-custody swaps and zero-fee USDT transactions. Early backers include Peter Thiel and Tether’s Paolo Ardoino, reflecting growing investor confidence in bitcoin-based finance.

Scaling bitcoin, boosting adoption

By layering decentralized exchanges and stablecoin interoperability atop the Bitcoin network, these projects are exploring a new frontier: “BTCfi” (Bitcoin finance). A higher volume of trades and transaction fees would then flow directly to the bitcoin ecosystem rather than to other “blockchain” projects. This fresh wave of funding reaffirms bitcoin’s status as the bedrock for next-generation monetary and financial infrastructure.

20 states (and counting) pursue bitcoin reserve bills

Lawmakers in 20 U.S. states are advancing legislation to hold part of their reserves in bitcoin, according to VanEck’s research head. If enacted, these measures could see $23 billion invested in bitcoin not including pension fund allocations. Some states are proposing multi-billion-dollar investments; others have smaller or unspecified targets.

Public sector sets the stage for institutional adoption

By considering a strategic pivot toward bitcoin as a reserve asset, these states highlight bitcoin’s growing legitimacy in government finance. Just as corporate bitcoin treasuries have fueled private-sector adoption, state governments could further increase the flow of capital into sound digital money.

President Trump proposes munitions-for-minerals deal in Ukraine, potentially hastening Bretton Woods III

President Trump’s plan to trade military aid for access to Ukraine’s rare earth minerals may be a sign that commodities are to play a central role in diplomacy. Similar deals are being struck in other forums, such as the EU’s cobalt deals in Africa and China’s investments in natural resource extraction. These may be signs that the global financial system is moving toward a "Bretton Woods III," where tangible assets supersede fiat-based finance.

Bitcoin’s role in a commodity-first world

A shift to commodities as the bedrock of international trade weakens trust in traditional “inside money.” As nations pivot to tangible reserves, bitcoin offers a purely digital form of “outside money” unlinked to any nation’s policies. It is the first digital commodity, and the only one that could be used practically in this way.

BITCOIN ADOPTION CONTINUES

Fold teamed up with Visa to launch a new bitcoin Rewards Credit Card ahead of its upcoming NASDAQ listing.

The Wyoming Highway Patrol Association is exploring a bitcoin balance sheet allocation under the “Get Off Zero” initiative, signaling broader support from law enforcement and key advocates like U.S. Senator Cynthia Lummis.

Analysts predict bitcoin could surge to $400,000 if it follows gold’s trajectory and key events like a US strategic bitcoin reserve, Fed rate cuts, and corporate adoption align.

Galoy launches “Lana,” empowering smaller banks to issue bitcoin-backed loans while introducing open-source software that traditional banks can use to get to market quickly.

Major Latin American corporations, led by Mercado Libre, are adding bitcoin to their treasuries.

HOW BITCOIN WORKS

Learn one key idea about bitcoin each week. This week:

Bitcoin, Gold, and the Bretton Woods III Shift

Central banks worldwide are quietly preparing for what some economists call “Bretton Woods III” – a new era of “outside money.” Traditionally, “inside money” (like government bonds and fiat currency) has underpinned the global financial system. But mounting debt and geopolitical strains are driving a renewed appreciation by central banks for assets like gold, which may soon be reclassified as a High-Quality Liquid Asset (HQLA), and, in the future, bitcoin.

In 2022, renowned analyst Zoltan Pozsar predicted a global pivot away from over-reliance on sovereign debt toward more resilient, commodity-based money. Bitcoin fits squarely into the category of “outside money.” It isn’t anchored to a single government’s solvency or policy maneuvers. Instead, it is decentralized, scarce, and digital – which means it enables near-instant final settlement, perfect auditability, and no reliance on any central authority.

Gold and bitcoin may soon form a powerful duo. Some economists envision a system akin to “Freegold,” where gold’s market-driven price helps recapitalize balance sheets during crises. A “Freebitcoin” counterpart would see bitcoin similarly prized as an ultimate “debt extinguisher” thanks to its high liquidity and non-custodial nature. Such an environment could spur central banks to hold both gold and bitcoin, in a "Freegold/freebitcoin" system, as strategic reserves, allowing their appreciation to offset losses from inflationary pressures and sovereign debt risks.

Recent talk of a U.S. “strategic bitcoin reserve” points the same direction, and the movement toward gold as an HQLA sets the stage for a new monetary system. As the old order of inside money grapples with structural strains, outside money like bitcoin and gold stand ready to provide stability. Whether they operate in tandem or ultimately converge, both represent an undeniable trend toward sound money in a rapidly changing world.

COIN CHECK

Who is credited with creating bitcoin?

1. Vitalik Buterin

2. Hal Finney

3. Charlie Lee

4. Satoshi Nakamoto

Check your answer at the end of the page.

FROM THE MEME POOL

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ANSWER

4. Satoshi Nakamoto. To learn more about this extraordinary person, we highly recommend watching The Legendary Treasure of Satoshi Nakamoto.

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