https://blossom.primal.net/aff33a1422820b878e4d78dc80f69e17f11365597b8aead5593bb83123b67317.jpg Disclaimer: I am still a bit behind on the news each week, but I still want to share these insights with you. In this post, I will share the recap for 05.01 - 12.01; the next post will be the latest recap for 12.01 - 19.01. On Nostr, I will exclusively share the most significant Bitcoin news. (this note) For those (still) beyond Nostr—friends, family, and colleagues—the complete Weekly Recap will be accessible on my Bitcoin Friday page on Yakihonne. (next note) Enriched with detailed charts, illustrative images, and comprehensive macroeconomic news to provide context and clarity. Happy reading! The Latest Bitcoin & Macro news: Weekly Recap 12.01.2026 🧠Quote(s) of the week: 'If all humans vanished tomorrow, gravity still pulls, water still flow… But money? Gone. No minds left to agree on value—no gold standard. No Bitcoin. No barter. Money isn't a natural law. It's a social illusion we invented.' Jeff Swanson 🧡Bitcoin news🧡 Photos hosted by Azzamo ( https://azzamo.net/) https://cdn.azzamo.net/9abe801d0ad19a389358b771d9d48df178263361a4e0156cc5ffbd992bc0d691.webp ➡️Strategy has acquired 1,287 BTC to increase its BTC Reserve to ₿673,783 and has increased its USD Reserve by $62 million to $2.25 billion. - Saylor Another 1287 wholecoiners eliminated. On the 6th of January: ➡️'If Bitcoin is worthless, then send me one. A classic challenge to those who don't understand Bitcoin. But it goes deeper. Bitcoin is the first money in 5,000 years that exists purely as knowledge. Nothing else comes close. Money isn't a rock you can hold. It never was. Money is a social construct. A shared hallucination we agree on. But Bitcoin is the first form of money in history to exist entirely as cryptographic knowledge. You don't store Bitcoin. You know it. Ownership isn't physical custody. It's the possession of a private key. I can write 12 words on paper, bury it in the desert, destroy every device, disappear for a decade, and Bitcoin will still be mine. Not because it's stored somewhere. Not because a server tracks it. Not because a bank vouches for me. Because I know the key, that's the entire model. No counterparty. No permission. No trust. The network doesn't hold my coins. Miners don't custody them. Nodes don't approve ownership. Math alone verifies control. To spend, I broadcast a signed transaction. To hold, I depend on no one. Gold is bearer money. You can bury it, and it's yours. But it has limits: • Hard to move • Hard to divide • Hard to verify Bitcoin keeps gold's bearer nature and adds superpowers: • Instant global transfer • Perfect divisibility • Cryptographic authenticity Gold is an analog bearer money. Bitcoin is digital bearer money. Fiat is the opposite. You can't truly possess dollars without banks, central banks, and payment rails. Even cash is a liability dependent on policy and trust. Fiat is a claim. Bitcoin is proof. Bitcoin isn't a database entry assigned to you. It's a scarce cryptographic artifact secured by proof-of-work. Back to the challenge: If Bitcoin is worthless, send me one. To do that, you must: • Control a private key • Sign a real transaction • Broadcast it globally • Have miners burn energy to confirm it You can't fake this. You can't shortcut it. You must trade, sell, or work to earn Bitcoin. Stop thinking of Bitcoin as something you store. Start thinking of it as knowledge you possess. • A seed phrase is pure information • That information grants control over scarce units • No one can debase, freeze, or dilute it This is why Bitcoin is sovereign money. Gold required physical custody. Fiat required institutional trust. The real question isn't whether Bitcoin is real money. It's how long you'll keep holding inferior versions.' - Jeff Swanson ➡️NVIDIA CEO Jensen Huang says, "Bitcoin mining is taking excess energy and storing it into a new form. It's called currency. And you take that currency wherever you like. So you took energy from one place, and now you've transported it everywhere." ➡️Bitcoin Scarcity Ladder • 0.01 BTC → Scarcity Awareness • 0.05 BTC → Supply Alignment • 0.1 BTC → Global Minority • 0.21 BTC → Top 1% Holder Class • 0.5 BTC → Capital Class • 1 BTC → Structural Elite • 3 BTC → Monetary Architect • 10+ BTC → Supply Control 'This ladder isn't about status today, it's about fixed supply math meeting global adoption over time. It's not about price—each tier is a more profound shift in your relationship with the world's hardest money. You're not just saving; you're moving into a new class of capital. With 21M BTC, lost coins, institutions, and nation-states accumulating, ownership naturally stratifies whether people like it or not. That's not fantasy, that's arithmetic.' ➡️Morgan Stanley has filed for a spot Bitcoin ETF. Demand for Bitcoin exposure is now so strong that Morgan Stanley is moving beyond distribution and looking to issue its own product, despite intense competition from BlackRock and Fidelity. Bitcoin allocation recommendations: Bank of America: 1-4% Blackrock: 1-2% Fidelity: 2-5% Anons on X: It's just Tulip Mania ➡️This anonymous user has been mining bitcoin every day since November 2016, sending all rewards to a wallet that now holds 4,165 bitcoin worth $375,000,000 and NEVER selling a single one. The wallet has not been touched in over eight years. ➡️Bitcoin is at 4.7% world adoption, same as Internet Adoption in 1999. We are so early. - Documenting Saylor https://cdn.azzamo.net/822427543a8182b88bfbd7d549939722189799015e55dece15dc03108d5441f0.webp ➡️Bitcoin averages +100% in the year following a down year. 2025 was a down year. - Jesse Myers https://cdn.azzamo.net/393cbbf5c151d34e3f16d8ffd8c0c35c5510706052ef63ab1489a7c1a5dc06f4.webp ➡️Bitcoin Archive: 'Buck launches Bitcoin-linked savings token - Buck Labs launches BUCK, a yield-bearing "savings coin." - BUCK targets 7% annual rewards, accruing minute-by-minute. - Yield funded by income from Strategy's bitcoin-linked preferred stock (STRC).' Great, it smells like a scam. Yield-bearing Bitcoin? Smart money finds a way. It is basically a shitcoin. ➡️Bitcoin ETFs bought $697 MILLION BTC yesterday. The most significant single-day inflow since early October. - Bitcoin Archive ➡️$40 billion worth of Bitcoin. That's how much the 21 largest holders accumulated in 2025. A rising tide lifts all boats. - River https://cdn.azzamo.net/cfd3f94186cb7364f44c04ab7e2bc2f2bdc88d0db1eda0afe0b3a00df2014d88.webp ➡️Jack Mallers: 'Venezuela isn't about oil. It's about critical minerals and territory where China, Iran, and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things with real constraints. We'll all need real money. Buy bitcoin.' ➡️In the near future, 1 Bitcoin will cost 1 decade worth of labor. Right now, it's one year's worth of labor. A few years ago, it was the equivalent of one month's labor. Before that, a week worth of labor. Before that, a day worth of labor. Before that, an hour's worth of labor. Get it? Time is money! Got Bitcoin? On the 8th of January: ➡️Now that the price of Gold and Silver is rising, just a little reminder: Jeff Swanson: 'People say, "Gold did not fail!" While technically true, you're missing Gold's weak point. You can't run a global monetary system on a metal you can't teleport, verify remotely, or store without institutional gatekeepers. So institutions became chokepoints. Chokepoints became corrupt. Corruption became policy. Bitcoin is what gold would've been if physics allowed self-custody at scale.' ➡️Ki Young Ju: 'Capital inflows into Bitcoin have dried up. Liquidity channels are more diverse now, so timing inflows is pointless. Institutions holding long-term killed the old whale-retail sell cycle. MSTR won't dump any significant chunk of their 673k BTC. Money just rotated to stocks and shiny rocks. I don't think we'll see a -50%+ crash from ATH like past bear markets. Just boring sideways for the next few months. Shorting here, hoping for a nuke? Good luck with that.' https://cdn.azzamo.net/5ed34c4c74edea869c02d92f18af10eb422f4854057740f628157d289b8dae5f.webp ➡️Bitcoin News: A Bitcoin whale closed all its long positions, unloading 3,846 BTC ($350.4M) and realizing over $3.5M in losses. ➡️Bitcoin Archive: 'Bitcoin miner/water heater featured on the CES 2026 show floor - Built with ASIC Bitcoin miners mounted on a 50-gallon water heater. - Same energy usage as a standard electric water heater while producing BTC - Mining revenue could fully offset water-heating expenses. ➡️Jesse Myers: has topped in the last two cycles at the trendline from the prior cycle's early bull market. I don't know if it means anything, but I've always found it interesting. If this trend continues, it would mean: ~$300k in 2026 ~$800k in 2030 ➡️Bitcoin News: Congressman Byron Donalds discloses purchases of up to $100,000 in Bitcoin. The move stands out as his first reported Bitcoin buy and comes from a sitting member of the House Financial Services Subcommittee on Digital Assets. Donalds previously introduced a bill to protect President Donald Trump's executive order on Bitcoin. The bill would make the Strategic Bitcoin Reserve and the US Digital Asset Stockpile a permanent part of US policy so that no future President can reverse them. ➡️Sminston With: ISM PMI still 47.9 (below 50). Spring is still coiling. Are you prepared? https://cdn.azzamo.net/146fd1b39b81d198cf4c4a928987e1a79432c2d6a73944f29a603d5d4f1c6b80.webp Plan C: 'A simple observation: 2013 Bitcoin Cycle Peak > 55 2017 Bitcoin Cycle Peak > 60 2021 Bitcoin Cycle Peak > 65 What we can conclude: 2026 or 2027 Bitcoin Cycle Peak > 70? What we can be more confident in saying is: 2026 or 2027 Bitcoin Cycle Peak: 55–70 range. ➡️Bitwise says a 5% capital rotation from gold to Bitcoin could send BTC to $242,391. https://cdn.azzamo.net/8065461ca43b28c1311518f8f3f1c12f48019a7c78f52f586c8922b495b042cd.webp ➡️ Don't fight economic reality. There is no second best. https://cdn.azzamo.net/3e9e7322b5584d96b7d23ae4b676ee078db9d60c1de4c850f715e7908b07c76d.webp ON the 9th of January: ➡️Bitcoin News: Bitfinex whales are aggressively closing BTC longs, a signal that historically precedes massive volatility. Last time this "unwind" happened in early 2025, Bitcoin was stalling at $74k. Instead of a crash, the flush cleared leverage and ignited a 50% rally to $112k in just 43 days. With BTC currently consolidating near $91.5k, a similar fractal move targets $135k+. When Bitfinex whales "clear the books," they are essentially removing the target off the market's back. Large clusters of long positions act like magnets for price-hunting algorithms; once those are flushed, the path of least resistance almost always flips upward. ➡️Bitcoin Archive: BNY Mellon launches tokenized deposits, allowing users to transfer Bitcoin and crypto directly on-chain. Major banks are adopting Bitcoin in 2026. ➡️South Korea plans to list Bitcoin ETFs this year. ➡️Rep. John Snyder has filed HB 1039, the latest attempt to allocate up to 10% of Florida's state funds to Bitcoin, following two withdrawn bills from last year, HB 487 and SB 550. - Bitcoin News ➡️Bitcoin is up 459%, from $15,460 to $91,026, over the past three years. ➡️Bitcoin is cheap compared to gold. - Bitwise ➡️Over 56% of the Bitcoin network is now powered by sustainable energy. - Bitcoin News https://cdn.azzamo.net/04de41aac7eec29705821db187332e35470ea467edfedad1b4a5b353f48a0049.webp ➡️You could wait to buy Bitcoin until there is less than 1 million left to be mined. Or you could buy today. - river ➡️Pierre Rochard: "Bitcoin's low fees keep going lower, transactions have never been more affordable. The data is clear: Bitcoin is the most inclusive monetary system in the world." https://cdn.azzamo.net/b52e29cf8ec0ac0c6336417c998bee710b18b82172e4e3b48560653283b18b9c.webp ➡️TFTC: French tax agent arrested for leaking crypto investors' personal data from tax databases to unknown clients, fueling armed home invasions amid the ongoing kidnapping wave. KYC mandates create target lists for criminals. Protect yourself. On the 10th of January ➡️South Korea's Supreme Court has ruled that Bitcoin held in exchanges like Upbit and Bithumb can be seized under the Criminal Procedure Act. The decision, from a case involving 55.6 BTC confiscated from a money laundering suspect, confirmed that digital coins with independently controllable economic value qualify as property subject to seizure. - Bitcoin News ➡️Trending Bitcoin: Bitcoin's 2x/60x Rule: When #Bitcoin gets twice as old (2x), its price goes up 60×. Today, Bitcoin is 6,215 days old, or 17 years old. When it gets twice as old (12,430 days, 34 years), the price is projected to be $5,414,460. It is an interesting take; this "2x/60x rule" is a rough extrapolation, not a guarantee. Market dynamics, adoption, and regulations could alter trajectories. ➡️HRF and the Finney Family award the 2016-2020 Finney Freedom Prize to Andreas Antonopoulos for educating millions about Bitcoin. HRF and the Finney family have awarded the Finney Freedom Prize (2016–2020 era) to Andreas Antonopoulos for educating millions about Bitcoin and advancing its role in strengthening human rights. Antonopoulos was selected from a shortlist that included Saifedean Ammous, Matt Corallo, Adam Gibson, and Luke Dashjr. ➡️Iran’s internet blackout has disrupted local Bitcoin mining, delaying payouts and straining operations amid a record-low rial. Satellite and mesh networks offer limited workarounds, but online confirmation is still required. On the 11th of January: ➡️Hal Finney: 'Running Bitcoin' - 11.01.2009 on Twitter/X The first Bitcoin post on this app was made 17 years ago today by Hal Finney, a software engineer, futurist, father, husband, cypherpunk, and one of the few people who believed Bitcoin could fix the world when it had no price or value. On the 12th of January: ➡️Senator Cynthia Lummis introduces a bill to protect blockchain developers from money transmitter requirements. 'People think I'm obsessed with bitcoin. I'm actually obsessed with not being quietly robbed for the rest of my life.' - Kit ➡️Tuur Demeester: Bitcoin performance vs change in global M2. While gold & silver have been absorbing demand for inflation hedges, accelerated money printing remains a significant tailwind for bitcoin. -DigitalAssets From the report: "Historically, bitcoin bull markets have aligned with periods of increased global liquidity. As a new monetary easing cycle has begun globally and with the Fed’s QT program ending, we will likely see this growth rate continue to the upside throughout 2026, a positive catalyst for bitcoin’s price." Source: https://fidelitydigitalassets.com/sites/g/files/djuvja3256/files/acquiadam/FDA_2026_LookAheadReport_V3.pdf ➡️AI abundance is about to clash with perfect scarcity. - Joe Burnett https://cdn.azzamo.net/22d98471270481ea12105a8905e6da9f17733e31b2e296aca738c100cb7d5736.webp ➡️BTQ Technologies launches Bitcoin Quantum, a permissionless Bitcoin fork testnet, which allows users to stress-test quantum-resistant transactions. > 'People think I’m obsessed withBbitcoin. I’m actually obsessed with not being quietly robbed for the rest of my life.' - Kit > Spot on! https://cdn.azzamo.net/a3c80499d8bb6bb0ba1528f04cee7945feb62e26cfc847793ca53dfcf20d36d9.webp 🎁If you have made it this far, I would like to give you a little gift: What Bitcoin Did: Michael Saylor | The Bitcoin Treasury Debate Gets Heated Michael Saylor joins the show for a conversation on Bitcoin, power, and the treasury company playbook. They recap 2025 and look forward to 2026 with Michael arguing that Bitcoin’s real progress shows up in institutions, credit markets, accounting rules, and bank adoption, not short-term price action. They then get into a confrontational debate on Bitcoin treasury companies, mNAV, and corporate adoption. Michael rejects the criticism outright, arguing that attacking companies buying Bitcoin misses the bigger picture and misunderstands optionality, operating leverage, and risk. They explore his vision of Bitcoin evolving from digital capital into digital credit, why credit rather than price drives power, and why focus and endurance matter more than narratives. Click here: https://youtu.be/J85O-ckNxCw Credit: I have used multiple sources! My savings account:Bitcoin The tool I recommend for setting up a Bitcoin savings plan: **PocketBitcoin **, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly. (from now on, full KYC, so be aware) > Use the code SE3997 Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own node...be your own bank. Not your keys, not your coins. It's that simple. ⠀ ⠀ ⠀⠀ ⠀ ⠀⠀⠀ Do you think this post is helpful to you? If so, please share it and support my work with a zap. ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃ ⭐ Many thanks⭐ Felipe - Bitcoin Friday! ▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃▃