“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
— Benjamin Graham

QUESTION OF THE DAY

Q. What is one thing that you are most encouraged about so far in 2025?  

BITCOIN PRICE ACTION

• Bitcoin Sluggish Demand Blamed for $10K Plunge In a Week (BeInCrypto)
• Bitcoin price dip hinges on $114K as markets shrug off US-EU trade deal (Cointelegraph)

• Bitcoin seasonality 🗓️ September is historically the worst month. 📉 October and November usually bring the rebound. 📈 (@BTC_Archive)

BITCOIN ANALYSIS

• Bitcoin’s 4-year cycle may not be dead after all: Glassnode (Cointelegraph)
• JUST IN: Michael Saylor’s STRATEGY now meets all criteria for S&P 500 inclusion. 📈 If added, it could trigger $10B+ of passive inflows. (@BTC_Archive)

• JUST IN: Bitcoin could see $200B+ injection from the “Great Wealth Transfer,” says Xapo Bank. 🚀 That’s an extra $20M–$28M of daily demand as trillions move from boomers to crypto-friendly heirs. (@BTC_Archive)

BITCOIN MINING

• Bitcoin Miner Bitdeer Aims to Expand US Rig Manufacturing Amid Trump Tariff Headwinds (Decrypt)

CORPORATE TREASURY

• Hong Kong construction firm’s stock jumps on $483M Bitcoin treasury bet (Cointelegraph)
• US Commerce official buys Bitcoin as Trump tariffs shake markets (Cointelegraph)
• Ready-made meal conglomerate DDC ups bitcoin stockpile by 100 BTC as it targets $1 billion crypto reserve (The Block)

• JUST IN: 🇺🇸 Third-largest pension fund in the U.S. now has $133 MILLION Bitcoin exposure through STRATEGY. Pensions are moving into Bitcoin. 📈 (@BTC_Archive)

ETHEREUM

• Ethereum Whales Unfazed by the Correction (CryptoPotato)
• $1.6B Bitcoin whale shifts another $113M BTC into $240M Ether long (Cointelegraph)
• ETH Open Interest Reaches ATH, Signaling Potential for Further Gains (BeInCrypto)

POLITICS

• Winklevoss Twins Donate $21 Million in Bitcoin to Pro-Trump, Anti-Democrat Crypto PAC (Decrypt)
• Pennsylvania state lawmaker proposes ban on public officials trading crypto (Cointelegraph)

REGULATION

• JUST IN: 🇺🇸 CFTC launches "Crypto Sprint Initiative" to advance President Trump’s Bitcoin and crypto agenda. (@BTC_Archive)

VOICES

• 🚨🚨🚨BREAKING: 🇺🇸 Eric Trump suggests a mystery country may have bought 200,000 Bitcoin worth $22 BILLION without telling anybody. 🤔 (@BTC_Archive)
• Eric Trump: There’s ‘No Question in the World’ Bitcoin Will Be Worth $1M (CoinDesk)
• Brian Armstrong: Coinbase CEO Says Bitcoin Could Reach $1M by 2030 (CoinDesk, UToday, Cointelegraph, The Street)
• Arthur Hayes: Bitcoin To $15 Million Possible Once Powell Is Out (NewsBTC)
• ANTHONY POMPLIANO: “Bitcoin is definitely oversold at $113K.” 📉 Better times are coming. 🚀 (@BTC_Archive)
• STRIKE CEO JACK MALLERS: "Bitcoin is the only opportunity in this market." 
• (@BTC_Archive)
• JACK DORSEY: “Bitcoin is resilience. Its true value emerges stronger after every dip. Stay focused, stay stacking.” 🤝 (@BTC_Archive)

VIDEO OF THE DAY

PODCAST OF THE DAY

ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish (Bankless)