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⌐◪-◪ → The U.S. is a crypto-whale.

The U.S. is dominating global Bitcoin reserves, holding 65% more than its offshore peers, according to CryptoQuant. This marks a significant increase from September 2024, when the U.S. lead was just 24%.

This surge is driven by regulatory clarity, market confidence, and political support from President-elect Donald Trump. MicroStrategy is leading the charge, adding nearly 200,000 BTC in Q4 2024, now holding over 2% of the total Bitcoin supply.

Looking ahead, the U.S. may grow its Bitcoin dominance further with Senator Lummis’ newly introduced Bitcoin Act, proposing the U.S. purchase 1 million Bitcoin (5% of supply) over the next five years.

Meanwhile, the DOJ just received clearance to sell $6.5 billion in Silk Road Bitcoin, which underscores the stark contrast between the current administration’s approach to crypto and the incoming administration’s vision.

Cheers to the golden era of crypto!

⌐◪-◪ → Uncle Sam, I’m getting mixed signals…

A federal judge has authorized the DOJ to sell 69,370 Bitcoins seized from the Silk Road marketplace, valued at $6.5 billion.

Despite legal objections from groups like Battle Born Investments, the sale will move forward. This feels like a final anti-Bitcoin play by the current administration, echoed by SEC Chair Gary Gensler’s and CFTC Chair Rostin Behnam’s farewell remarks.

Concerns of market impact loom, but analysts like Van Straten believe the FUD is overblown. After all, it’s not the first time a government sale has sparked fears—remember when Germany sold 50,000 Bitcoin at $53K?

Here’s my take: If prices drop, it’s a buying opportunity. If they don’t, we’re all winning. The dollar cost averagers can’t be bothered.

⌐◪-◪ → Ah shit, here we go again…

President-elect Donald Trump has officially launched his first collection on ordinals called Trump Bitcoin Digital Trading Cards (original).

The cards are inscribed on rare “alpha” sats and can be claimed on Magic Eden by anyone who minted the 100 NFT cards from the “Mugshot Edition” series.

The claim period ends on January 31st, leaving 22 days for collectors to redeem their ordinals.

It’s a wild timeline we live in when the incoming U.S. president continuously releases NFTs for his fans. Bullish for crypto, bullish for NFTs, and bullish for ordinals.

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