Bitcoin Weekly
A free weekly Bitcoin newsletter that helps long-term holders stay informed without getting lost in the noise. Each issue summarizes the week's most important developments, highlights the dominant themes shaping Bitcoin, and explains what they mean for the broader market cycle.
Latest issue
This week saw Bitcoin grappling with persistent inflationary pressures, primarily driven by hotter-than-expected US inflation data. The Consumer Price Index (CPI) and producer inflation figures revived concerns about potential Federal Reserve interest rate hikes, pushing Treasury yields higher. This macroeconomic backdrop dampened investor appetite for risk assets, leading to s…
Earlier issues
This week saw a complex interplay of regulatory developments and macroeconomic shocks influencing Bitcoin's market trajectory. While the U.S. Treasury withdrew certain proposed crypto surveillance rules, potentially easing some industry pressure, other agencies continued to signa…
This week saw Bitcoin navigate a complex geopolitical landscape, with rising tensions involving Iran impacting broader market sentiment and causing a brief pullback. The surge in oil prices above $100 underscored this uncertainty. In parallel, Tether announced it had frozen $550…
Bitcoin experienced a significant surge this week, breaking past the $85,000 mark and reclaiming its 50-week moving average. This upward momentum appears to have been directly spurred by the failure of the CLARITY Act, a piece of legislation that had been a focal point for regula…
This week saw a significant legislative setback for the proposed Crypto Clarity Act, which failed to advance in the Senate. Despite initial hopes for a bipartisan agreement, Democratic resistance and disagreements over ethics provisions created substantial headwinds. This legisla…
This week saw several high-profile security incidents that, while not directly impacting the Bitcoin base layer, raised concerns within the broader ecosystem. The Liquid Network experienced a temporary pause following a 'white hat' withdrawal of funds due to a discovered vulnerab…
This week saw a notable trend of corporate treasuries expanding their Bitcoin holdings. Strive significantly increased its stake, acquiring 1,800 BTC, and Metaplanet added 1,007 BTC, bringing its total to 20,000 BTC. One Japanese firm, Remixpoint, is reportedly shifting to a Bitc…
This week saw significant progress in securing Bitcoin against future threats, with StarkWare successfully testing a quantum-resistant Bitcoin transaction on the mainnet. While a full protocol upgrade would be required for comprehensive protection, this experimental transaction d…
This week saw Bitcoin experience a significant upward trajectory, breaking past $75,000 and reclaiming its 200-day moving average. This surge was propelled by a confluence of factors, most notably the renewed push for the CLARITY Act in the US, with former President Trump activel…
The US legislative landscape for digital assets is nearing a significant milestone with the CLARITY Act reportedly in its final stages. This bipartisan effort, framed by some as a national security bill, aims to establish a clearer regulatory framework for the cryptocurrency indu…
This week was significantly shaped by the ongoing fallout from the Coldcard hardware wallet vulnerability. Escalating theft estimates, approaching $130 million, and the movement of previously dormant Bitcoin following the exploit highlighted persistent security challenges. Report…
The intersection of artificial intelligence and cryptocurrency mining continues to be a dominant theme. Core Scientific reported a significant doubling of its Q2 revenue, largely driven by its AI colocation expansion. This trend is further reinforced by Galaxy Digital's acquisiti…
This week saw a notable continuation of positive net flows into US spot Bitcoin ETFs, marking an extended streak of inflows. This sustained demand, totalling nearly $1 billion over several days, suggests growing institutional and retail conviction in Bitcoin as an asset class. Th…
The week saw significant movement on the legislative front, with the CLARITY Act gaining further traction. President Trump's engagement with senators on the bill signals a concerted effort to establish a clearer regulatory framework for digital assets in the U.S. This push, suppo…
This week saw a significant plunge in investor sentiment, with the Fear & Greed Index reaching a low of 16, indicative of extreme fear. This pessimism is exacerbated by Bitcoin experiencing what some analysts are calling its worst post-halving cycle historically, lacking the expe…
This past week saw Bitcoin test significant downside levels, dipping to a 21-month low around $58,000. This sharp decline was primarily driven by a confluence of factors, including a broad selloff in technology stocks and a substantial end-of-quarter options expiry event, where a…
This week saw Bitcoin navigate a complex landscape marked by persistent outflows from its exchange-traded funds and a barrage of regulatory developments across the globe. While geopolitical easing initially provided a tailwind, pushing Bitcoin above $65,000, this optimism proved…
This week saw Bitcoin navigate a complex interplay of geopolitical developments and persistent institutional flows, leading to significant price volatility. While geopolitical tensions, particularly concerning US-Iran relations, initially injected uncertainty, subsequent de-escal…
This week saw Bitcoin grapple with sustained outflows from U.S. spot ETFs, a trend that has been a persistent headwind. These outflows, totalling billions over the past weeks, have contributed to a souring market sentiment, pushing the crypto fear and greed index into extreme fea…
Bitcoin has entered a period of consolidation, trading near the $74,000 level, as demand for Bitcoin ETFs appears to be cooling. This follows a significant outflow from BlackRock's BTC ETF, signalling a potential pause in institutional accumulation or profit-taking. While some an…