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⌐◪-◪ → The odds of a Bitcoin reserve just shot up big time!

Speculation is running wild that Trump will announce his strategy for the Bitcoin Strategic Reserve tomorrow at the White House Crypto Summit. The odds of a Bitcoin reserve happening in 2025 have surged 20% this week on Polymarket, now sitting at 65% and climbing.

Trump has been teasing this for months—he’s promised a reserve, signed executive orders, and even specified which cryptos it would hold (which saw immediate pushback). But the big question remains — how will it actually work, and will congressional approval be required?

High-ranking officials are hinting that tomorrow could be the big reveal:

• David Sacks (Crypto Czar) pointed out that the U.S. paper-handed 195,000 BTC, costing taxpayers $17B because there was no long-term strategy.

• Howard Lutnick (Head of U.S. Sovereign Wealth Fund) said, “A Bitcoin strategic reserve is something the President’s interested in… and I think you’re going to see it executed on Friday.”

Still, the reserve has sparked major debate. Industry leaders—including Coinbase CEO Brian Armstrong—argue it should be Bitcoin only and not hold ETH, XRP, SOL, or ADA. The pushback has been strong, and a lot of these critics will be at the summit tomorrow — full list of attendees.

That said, Howard Lutnick hinted that “Bitcoin will be treated differently from altcoins”—so maybe the reserve will be structured with a heavy BTC weighting and a market cap-weighted index for the rest. Something like 75% BTC and 25% spread across the others. Just a random number, but it sort of check out given Bitcoin dominance is currently 60.5%.

Regardless, I’m bullish on the idea of a U.S. crypto reserve, but I’m even more curious about how they plan to execute it. If it’s happening, I want details—and I want them fast.

⌐◪-◪ → The stock market is going onchain

Coinbase is reportedly exploring a tokenized version of its own stock, $COIN ( ▲ 0.42% )—something that could open the floodgates for stock tokenization and permanently change Wall Street.

This is giving big Amazon vibes. First, they disrupted bookstores, then… well, everything. Tokenizing stocks could be TradFi’s Amazon moment, and if Coinbase pulls this off, it will force the legacy system to evolve or die. The benefits are obvious, but I’ll outline them anyway:

• 24/7 trading instead of 9:30am-4pm

• Instant settlement vs. waiting T+2 days

• Fractional ownership for any stock

• Global accessibility—no more borders

• Near-zero fees, no middlemen

• Trustless borrowing/lending

• Transparent real-time trading

Bringing stocks onchain would instantly eliminate the need for brokers, clearinghouses, and even traditional exchanges like NYSE and NASDAQ. They’d have no choice but to adapt or be left behind.

And it’s not just about public stocks—this would revolutionize private markets too. IPOs, M&A deals, and even early-stage startup funding could all be tokenized, blurring the lines between private and public companies.

For Coinbase, this is a power move. They have regulatory clout, strong TradFi + DeFi infrastructure, and could easily become the go-to U.S. platform for tokenized stocks—essentially a neo-stock exchange.

The writing’s on the wall. At some point, the blockchain will be our great shared financial backend. Legacy systems will just be portals connecting to it.

⌐◪-◪ → Bitcoin’s making use of stranded energy!

Belarus is getting into Bitcoin mining. President Alexander Lukashenko just directed the country’s energy minister to explore using surplus electricity—mainly from its nuclear power plant—to mine BTC.

For context, Belarus has some of the cheapest electricity in Europe, making it a prime candidate for mining operations. And they aren’t alone—El Salvador and Bhutan are already using excess energy to mine crypto.

Usually, surplus energy gets “curtailed,” meaning it’s wasted—often sent to “dump loads” where it’s just converted into heat and dissipated. Bitcoin fixes this.

One of Bitcoin mining’s biggest advantages is its mobility and flexibility. Unlike a gas power plant, which can’t just turn off and on at will, Bitcoin miners can relocate and start/stop operations as needed. This allows them to absorb energy that would otherwise be wasted.

People love to bash Bitcoin for its energy consumption, but the reality is it’s actually making the global energy grid more efficient. Instead of wasting power, we’re putting it to good use—securing the hardest money in the world.

And don’t even get me started on the Kardashev scale…

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