2025 the Year BTC gained full acceptance
Considering, all BTC has overcome over the years. From being declared dead several times, China kicked out all its Crypto Miners. BTC has fully bounced back from operation chokepoint version 1.0 & 2.0 here in the USA. Now it has full infrastructure blessings from the US Treasury Bessent.
ETFS galore submitted and approved
- USA Strategic Reserve has been put forth for final approval(s). Expect purchases in 2026 and beyond.
- Even Vanguard jumped into the mix and they are the kings of traditional retirement holdings business. This shift means crypto can flow thru retirement accounts, model portfolios and long term asset allocation not traditionally open to these assets.
- Texas the US’s second largest state by landmass and population entered the BTC Reserve with a $5M buy
Other mile markers on 2025 Crypto adoption highway
- S&P rated Strategy a B-, the same rating as JetBlue, ha, what does that mean?
- BTC lending platform Lava launched the worlds 1st BTC backed line of credit
- BTC hit $125,000ish then over the course of several weeks it erased all ‘25 gains and lost $13k in a week
- Micro strategies renamed to Strategy and kept same ticker of MSTR stink hit $520 was that you buying at that price. and is currently at $179.
- Strategy CEO recently admitted IF their liquidity dropped to a level and mNAV dropped to a low level they would sell BTC to meet needs.
- Anyone else think the biggest market players in the market know this number and might force a fire sale?
- BTC did not go straight up, and here recently fell to a gap at $92k was that you dumping your BTC bags? Or just Blackrock and Robert Kiyosaki selling it down to $84K.
- BTC was down $40k in 45-days. Is this normal or the 'new normal'?
- Wall Street is that you breaking BTC into just another volatile asset?
Lest we forget the rise of Digital Asset Treasuries (DAT)
- The entire Crypto realm is more organized, cleaner in terms of regulations and a bit harder to follow.
- Are these DAT companies really adding value or are they zombie firms that hold BTC.
- BTC as collateral:
- CFTC announced this in December
- Major US Banks announced use as collateral as well - JP Morgan, Bank of America also occurred in December.
Other Institutional advancements to understand
- Now correlated with stock market - think not? Check how BTC has peaked 4-6 weeks prior to all equity markets. Add in a pinch of people selling to raise cash to cover their margin positions. Catching on yet?
- Arch unveiled TaxShield, enabling wealthy BTC holders to post BTC as collateral for loans funding mining equipment purchases, another benefit is the entire investment is deductible in year one. Saving wealthy more money on federal taxes.
- IBM launched Digital Asset Haven Portfolio to onboard banks and governments to BTC (IBM is not exactly a leading technology firm, their marketing teams expect you to believe they are, but they are usually a laggard.) Is this a new paradigm?
- BTC Total Market Cap In late November 2025 was $1.8Trillion compare that with Gold’s total market cap of $28 Trillion or only about 6.4% of Gold back in Jan of 2021!
- Liquidation of BTC is failing to meet its goal of digit gold? Nah we are still in the early innings of this new digital gold asset class.
Summary
Has Wallstreet broken BTC? Did you expect all this these accomplishments from BTC this year? Okay, let's rest and recover and tackle 2026 with more energy and confidence. What are your thoughts of what is ahead?
Credits - BLOG image - bitcoinsistemi.com = ALL RIGHTS RESERVED!
