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BITCOIN BOX SCORE

Exchange Rate: $106,240
Market Capitalization: $2.11T
Hash Rate (90 days): 858.0 EH/s
Transactions (30 days): 11,477,324
Network Fees (economy): 2 sat/vB
Bitcoin Dominance: 63.73%

What do these numbers mean?

This year's Bitcoin conference in Las Vegas broke attendance records along with the Guinness record for the number of bitcoin payments in a single day. More importantly, it shattered any remaining doubt that bitcoin is not going to be the future of money.

NYC Mayor Eric Adams announced the city's adoption of bitcoin bonds, Eric Trump declared his father "a bitcoin maxi," and Jack Dorsey confirmed that Square terminals would accept bitcoin. Wall Street bank Cantor Fitzgerald announced a partnership with institutional firms FalconX and Maple for bitcoin-backed lending. Multiple corporates (like Gamestop) spoke about their billion-dollar bitcoin treasury strategies.

What’s more, Vice President JD Vance spoke, as did Ross Ulbricht (as a free man), Nigel Farage, and more. Pakistan also joined the race to build a sovereign Strategic Bitcoin Reserve.

In previous cycles, bitcoin conferences could be flashy and full of hope, but never have we seen the same message repeated by dozens of the most powerful decision makers in finance and government as they come to similar conclusions.

Witnessing all of this, it is impossible not to feel optimistic about a bright orange future powered by bitcoin. As Bitcoin Magazine (conference organizer) David Bailey puts it,

NEWS

Milei gets Tuttle Twins to teach free markets to Argentine kids

Argentina's libertarian President Javier Milei is relaunching the state-run children's TV channel Paka Paka with programming that includes Tuttle Twins, a cartoon series featuring animated versions of free-market economists Milton Friedman, Friedrich Hayek, and Ludwig von Mises. The show teaches children about capitalism, sound money, and the dangers of government overreach – including episodes explaining how money loses value when governments print too much.

The next generation of bitcoiners

The Tuttle Twins series, which also covers bitcoin and Austrian economics, represents a systematic effort to educate young minds about free-market principles and sound money. By replacing what Milei called "literal Marxist cartoons" with content that makes the importance of economic freedom understandable to kids, Argentina is pioneering educational reform that could set up future generations for tremendous success.

Square earns 9.7% yield on bitcoin through Lightning Network

Block's Square is generating a 9.7% annual yield on its corporate bitcoin holdings by operating a Lightning Network node and routing payments through its Lightning service provider called “c=”. Miles Suter, Block's bitcoin product lead, announced that one in four of Square's outbound bitcoin payments now process on Lightning, with plans to roll out Lightning-based payments to all eligible Square sellers in 2026.

Lightning finding its footing

Square's success earning real bitcoin yield through Lightning routing demonstrates the network's maturation from experimental technology to profitable infrastructure. With Lightning Labs estimating Square's yield equals around $1 million annually, this demonstrates that corporate bitcoin holdings can generate returns while strengthening bitcoin's use as a medium of exchange.

Wall Street giant Cantor Fitzgerald launches gold-backed bitcoin fund

Cantor Fitzgerald Asset Management announced plans to launch the Cantor Fitzgerald Gold Protected Bitcoin Fund, offering investors unlimited upside exposure to bitcoin while providing one-to-one downside protection based on gold prices. The five-year fund represents the investment bank's first bitcoin-focused vehicle and will open to investors within weeks, following Cantor's recent launch of a bitcoin lending business.

Training wheels for bitcoin adoption

Chairman Brandon Lutnick's comment that "there are still people on Earth that are scared of bitcoin" highlights how traditional finance is building bridge products to ease institutional hesitation. These hybrid instruments serve as stepping stones that could eventually lead conservative investors toward direct bitcoin ownership as they witness its superior performance over time.

Adam Back says it's still early for bitcoin investors

At Bitcoin 2025 in Las Vegas, Blockstream CEO Adam Back joined a panel discussing bitcoin treasury companies, explaining that such firms adopt the "bitcoin standard" because "it's very hard to outperform bitcoin." Back noted that Blockstream has been one of the first bitcoin treasury companies since 2014, helping investors put bitcoin on balance sheets. When asked for five-year price predictions, panelists forecasted $750,000 (Dan Morehead), $1 million (Dan Tapiero), and "a million easy" (Back).

So, which inning are we in?

Back's closing comment that "it's still early for retail investors" reveals how institutional adoption is accelerating while individual investors remain largely unaware of bitcoin's monetary properties. With corporate treasuries and nation-states racing to accumulate bitcoin, retail may be the last cohort to recognize what's happening, creating both urgency and opportunity for those paying attention.

BITCOIN ADOPTION CONTINUES

Vice President JD Vance told the Bitcoin 2025 Conference that "crypto finally has a champion and an ally in the White House," promising widespread adoption, legislative support, and clear regulation while declaring bitcoin "strategically important to the U.S."

Cowbolt launched a peer-to-peer payment app that lets users split expenses and settle instantly in bitcoin with self-custody.

Human Rights Foundation donated 8 bitcoin (currently valued at $874,000) to 22 worldwide projects focused on bitcoin development, education, mining decentralization, and privacy tools for activists living under authoritarian regimes.

Bitcoin Well integrated Nostr to allow US users to buy bitcoin directly through DMs on the decentralized social protocol, with purchases sent to their Lightning wallets using simple text commands like "/buy $21.00."

Former U.S. Treasurer Rosie Rios declared at Bitcoin 2025 that "the train has left the station" and "Bitcoin is here to stay," emphasizing that whoever creates the dominant bitcoin infrastructure will exert influence on the global financial system.

Bitlux launched the aviation industry's first bitcoin-enabled private jet card program, allowing clients to fund their accounts with bitcoin for transparent, fee-free private flights.

Steak 'n Shake's global bitcoin rollout via Lightning Network is processing 1 in every 500 bitcoin transactions worldwide while saving the company 50% in processing fees compared to credit cards, according to executive Dan Edwards.

HOW BITCOIN WORKS

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

Tether's Path to Bitcoin

Economist Saifedean Ammous has outlined a compelling theory about Tether's future that challenges conventional wisdom. Many view USDT, the U.S. dollar stablecoin issued by Tether, as a technology that will support the health of the dollar, since Tether became the seventh-largest buyer of U.S. Treasuries in 2024. However, Ammous argues that this misses the bigger picture.

Even with explosive growth of USDT, which is expected to reach $20 trillion by 2035, Tether's Treasury purchases can only reduce U.S. debt by at most about 5.4%. This is insignificant against a fiscal trajectory heading toward inevitable default, devaluation, or both. A century of fiat democracy has created problems that no stablecoin can solve.

Here's where it gets interesting: Tether is already hedged against this outcome. The company holds over 100,000 bitcoin worth more than $10 billion, while its U.S. dollar reserves total $120 billion. As the dollar weakens through devaluation or default, Tether's bitcoin reserves will appreciate while its dollar reserves depreciate.

Eventually, Tether's bitcoin holdings will exceed its dollar reserves in value. At that point, USDT will "break the peg" upward – trading above $1.00 as it becomes backed primarily by the appreciating bitcoin rather than depreciating dollar instruments.

This would then kick off a virtuous cycle. As USDT revalues higher against USD, demand for USDT would increase. Tether would then use this demand to purchase more bitcoin, which in turn would increase bitcoin's purchasing power, thereby further enhancing USDT's reserve value. The cycle might accelerate as people choose to use USDT instead of dollars, driving yet more demand for the bitcoin that backs it.

Tether could eventually transform from an institution that supports dollar dominance to an accelerant toward a bitcoin standard. Ironically, even the most bullish scenario for USD might be far more bullish for bitcoin.

COIN CHECK

What has been the historical compound annual growth rate (CAGR) of Bitcoin since it launched in 2009?

1. 25%

2. 100%

3. 200%

4. 1000%

Check your answer at the end of the page.

FROM THE MEME POOL

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ANSWER

4. 1000%

Bitcoin’s historical CAGR is around 100–150%, depending on the start and end dates you choose. But over the long arc – from $0.003 in March 2010 to ~$70,000 in 2024 – the compounded return has averaged over 100% annually, with some estimates even exceeding 1,000% CAGR in its earliest years.

To put that in perspective:

• The S&P 500 averages ~10% per year.

• Gold has returned ~6% per year over the past 50 years.

• Bitcoin, despite drawdowns, has outperformed every major asset class over every 4+ year horizon.

That’s the power of an asset with absolute scarcity in an age of monetary expansion.

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