On-chain analytics reveal that retail investors (holding less than 1 BTC) own 9.5% of total bitcoin, while large investors control the remaining 90.5%.
Notably, retail ownership has grown significantly—from 6.8% in 2020 to a record high of 9.85% in December 2023. Quarterly reports from crypto exchange Coinbase provided data on transaction volume on its platform and broke down whether this volume came from institutions or consumers (retail). Although retail investor volume grew in 2024 compared with 2023, so did institutional volume — and at much higher levels. source : criptoquant
Could Bitcoin become one of the currencies used by BRICS+ as a mean of payment ?
This would probably incentivize many countries to create bitcoin reserve. Source: Reuters
Historical Bitcoin prices on Christmas Eve
2013 - $666 2014 - $323 2015 - $455 2016 - $899 2017 - $13,926 2018 - $4,079 2019 - $7,323 2020 - $23,736 2021 - $50,822 2022 - $16,822 2023 - $43,665 2024 - $98,400 Source: Bitcoin magazine
BREAKING: There is now a 77% chance of at least one Magnificent 7 company buying Bitcoin in 2025.
The odds of a Magnificent 7 company buying Bitcoin before 2026 have jumped from 49% to 77%, according to @Kalshi .This comes as Michael Saylor has called on Microsoft, $MSFT, and other technology giants to buy Bitcoin. Prediction markets see more Bitcoin adoption ahead. Source: The Kobeissi Letter
Today's bombshell >>>
In a jaw-dropping 3-minute video, BlackRock just challenged Bitcoin's most sacred promise. The world's largest asset manager suggests the unthinkable: "There's no guarantee that Bitcoin will maintain its 21 million coin limit." They’re right—there’s no guarantee. If everyone decides to change the supply cap, then it will be changed. But that’s highly unlikely. See some comments below on X
The 4D's of Bitcoin Adoption are happening:
- Democratization Bitcoin democratized property rights. - Dematerialization Capital is moving from analog capital->digital capital. - Disruption Finance is shifting -> Bitcoin. - Deflation All goods are being repriced by this. Source: Dante Cook
Bitcoin is still tracking global M2 with a ~70-day lag.
Two scenarios: dislocate from global M2 thanks to BTC-native buy side, or continue following it into a deep mid-cycle correction. Source: Joe Consorti, Bloomberg
Bitcoin Policy Institute drafts Executive Order for Strategic
Bitcoin Reserve for Trump to sign on Day 1 🚀
