Key Insight

This week's key insight is written by Felipe Muñoz.

Whenever it is time for me to tune back in to the bitcoin news cycle, I am mostly met with the same short-term focused headlines: “bitcoin price slides”, “ETF ends two-day streak of inflows”, “bitcoin online chatter flips bullish as price chops”, “bitcoin jumps 2%, shows investor confidence.”

These headlines are a distraction, which is why I must keep mentioning what bitcoin is: a global, sufficiently decentralized, peer-to-peer cash system for individuals and businesses to bypass corrupt governments, conglomerates, and intermediaries.

I understand why people care about short-term price action; NGU (Number Go Up) is fun. Your net worth increases slightly. But focusing on this shifts our attention away from Satoshi’s vision: a money no one can control, create more of, or manipulate in any way.

The only thing that truly matters is how much bitcoin you can access as government fiat currencies continue to inflate away. I’m taking the Saylor-stance on this: Land in Manhattan is very scarce, so is bitcoin.

You’re not going to care about your price-average when you can no longer trade your fiat money for bitcoin. If you’re 50 years old or under, I think you might be young enough to live through the moment to see this happen.

There are only two important things:
1. Buy bitcoin (we can help you)
2. Wait.

Satoshi's Per US Dollar: 1182

Fear and Greed Index: Fear (30/100) (This typically means “buy”)

Stock-to-flow Price of Bitcoin: $623,552

Bitcoin's total market capitalization: $1.67T

Bitcoin's dominance in the overall cryptocurrency markets sits at 63.1%

Logarithmic Growth Curve suggests bitcoin is currently: Very Undervalued!

Treasury Adoption Updates and News:

• Panama City approves Bitcoin, as well as other cryptos, for tax payments, fees, and permits

• Grocery store giant SPAR is now testing Bitcoin payments in Switzerland

• Previously mentioned Semler Scientific seeks an additional $500 million to boost Bitcoin portfolio 

• Metaplanets continues acquiring bitcoin, adding another $10 million

• Project Eleven, a quantum computer research firm, is offering 1 Bitcoin to whoever cracks Bitcoins cryptography

• Are Bitcoin and U.S equities correlated? “Maybe”, says James Van Straten

Top News Stories

Other Noteworthy News

📜Paul Atkins Confirmed as New SEC Chair

⚡China and Russia Use Bitcoin to Settle Energy Trades

🟠Weaker yuan is 'bullish for BTC' as Chinese capital flocks to crypto — Bybit CEO

📊Bitcoin Hashrate Crosses 1 Zetahash

🧨Strike CEO Jack Mallers says Bitcoin will decouple and then “go nuclear"

Recommended Articles

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Recommended Podcasts

Chart of the Week

Bitcoin: Treasury of Public Listed Companies

This chart shows the top 10 Bitcoin treasuries held by public companies, including how much each holds, the value in dollars, and their share of the total supply.
See the full list here.