🧠Quote(s) of the week:
“The Roman state was daily growing poorer, while the taxes were constantly increasing, because the coinage was debased.” - Zosimus, 6th century.
SAIFEDEAN AMMOUS: "The biggest problem with Bitcoin is that it didn't exist before 2009."
🧡Bitcoin news🧡
On the 1st of September:
➡️'Bitcoin supply shock is imminent!' - Trending Bitcoin
On the 2nd of September:
➡️Wicked: 'Saving in dollars vs gold vs bitcoin: After 400 weeks of $50 DCA, you’d have $20,000 had you saved in dollars, 11.322 ounces of gold (worth $38,864) had you saved in gold, or 1.3719 BTC (worth $148,707) had you saved in bitcoin.'
Quick reminder: Gold officially hits $3,600/oz for the first time in history. Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return. Meanwhile, the US Dollar to Gold ratio is falling off a cliff.
What does that tell us?
Oh wait.... 'US M2 Money Supply is now growing at a +5.1% annualized rate of change. It should be no surprise that Core CPI inflation is back above 3.0%, AND rate cuts are on the way. After 10 years of 3% inflation, the US Dollar loses 25%+ of its purchasing power. This is on top of the ~20% in value that the US Dollar has lost since 2020. Own assets or you will be left behind.' - TKL
Anyway, got Bitcoin?
➡️Strategy has acquired 4,048 BTC for ~$449.3 million at ~$110,981 per bitcoin and has achieved BTC Yield of 25.7% YTD 2025. As of 9/1/2025, we hodl 636,505 Bitcoin acquired for ~$46.95 billion at ~$73,765 per Bitcoin.
➡️
Robin Seyr: 'They know it's a race between private sound money and state surveillance money. ⇒ Bitcoin vs. CBDC!"
➡️Parker Lewis: "Not changing your software or running new code is being framed as the heretical position, which feels like gaslighting. 2009-2024: run full nodes, verify, don't trust, default position is no. 2025: run light clients, trust the experts, if you don't change code, you're a retard."
➡️'Cango Inc. reports 663.7 Bitcoin produced in August, up from 650.5 in July, with 5,193.4 BTC held by month-end. Deployed hashrate stayed at 50 EH/s, while average operating hashrate rose to 43.74 EH/s from 40.91 EH/s.' - Bitcoin News
➡️Billionaire Ray Dalio warns of a "debt-induced heart attack in the near future." "I'd say three years, give or take a year or two." Dalio has warned Donald Trump’s America is drifting into 1930s-style autocratic politics — and said other investors are too scared of the president to speak up. archive.ph/GdvIb
Buy Bitcoin.
➡️Daniel Batten: New article: The new (data-backed) story about Bitcoin mining: TL;DR
- 22 peer-reviewed studies
- 19 mainstream media outlets
- 10 sustainability media outlets
- 8 independent reports say Bitcoin mining has strong, scalable environmental benefits: batcoinz.com/the-changing-narrative-on-bitcoin-mining
On the 3rd September:
➡️'Google Cloud just launched an AI that explains Bitcoin, analyzes wallets, and interacts with blockchain transactions.' - TFTC
➡️As I will explain down below in the Macro/Geopolitics section regarding the collapse of the G7 bond market... The best explanation why you should hold some Bitcoin. Adam Kobeissi: 'At some point, you have to ask yourself: What is going on? Gold is hitting daily record highs, yields are rising to 20+ year highs with rate cuts, and the S&P 500 is setting up for 7,000. Markets know that G7 Countries will see 3%+ inflation for years, and deficit spending is soaring. Own assets or be left behind.
➡️Global M2 is at an all-time high. Historically, the Bitcoin price follows. - Bitcoin Magazine
➡️River: "Business owners are investing 22% of their profits into Bitcoin. Our new report shows how, in 2025, businesses are adopting bitcoin faster than ever."
In this report:
- Why 2025 is a breakout year for business adoption
- Bitcoin adoption across every industry
- The Bitcoin Treasury Company Megatrend
- How bitcoin goes mainstream for businesses river.com/learn/files/river-business-report-2025.pdf
➡️Bitcoin Archive: 'Whales are selling Bitcoin. Average holdings for entities with 100–10K BTC just dropped to 488 BTC, the lowest since 2018. Once whales finish taking profits, the melt-up can resume."
➡️'Bitcoin smashes through $112K as Fed Governor Waller signals support for "multiple rate cuts" in the coming months.' - Bitcoin News
➡️River: 'You should be able to verify that your exchange is not selling paper bitcoin. It's a requirement to build a better financial system. All Bitcoin held on River is in proven full-reserve custody.'
We need that all over the space, and worldwide in each country.
➡️Wicked: One month later, and MSTY's down another 10% in terms of Bitcoin.
Even if a 'product' comes out of the Saylor fabric, paper Bitcoin is not Bitcoin... and it will go to 0, given enough time.
➡️'Simple way to see if we have juice left in this cycle: Track the Z-score of Bitcoin's (daily price - 200WMA), and we see that the resulting standard deviation has a history of creeping up to ~2-3σ, and somewhere around that 2-3σ crest there tends to be a BLOW-OFF to the 6-8σ range. We haven't seen that blow-off yet this cycle. Get your popcorn ready for Q4 - Sminston With
➡️West Main Self Storage buys an additional 0.089 Bitcoin and now holds a total of 0.52 BTC.
➡️Bloomberg reports Michael Saylor's Strategy "has met all the criteria — and more" to be added into the S&P 500
On the 5th of September:
➡️River: Every business will hold bitcoin on its balance sheet. There’s an industry emerging to make this possible:
➡️Bitcoin Archive: "$120 million Bitcoin and crypto longs liquidated in the past hour. Bitcoin fell -$2,500 in a few minutes."
➡️A solo Bitcoin miner has mined on this day a block worth $353,000.
➡️MARA mined 705 Bitcoin worth $77.7 MILLION in August. MARA now holds 52,477 BTC worth $5.9 BILLION. Second-largest public holder behind Strategy.
➡️El Salvador buys $50,000,000 worth of Gold. es-us.noticias.yahoo.com/salvador-eleva-31-reservas-oro-215307198.html According to the Yahoo article, they have $207M of gold in total and more than $700M in Bitcoin. As Pledditor mentioned: 'El Salvador just spent more money buying Gold yesterday than they have spent over the last 2 years buying bitcoin.' Let's see how this will work out.
➡️Paraguay to hold a meeting in September on creating a strategic Bitcoin reserve.
➡️RhinoBitcoin: 'AI researcher Dr. Roman Yampolskiy just told millions of viewers on Diary of a CEO that Bitcoin is the best investment for the age of AI. It's because “it’s the only scarce resource, the only thing we know the exact supply of in the universe.” Great quote on this topic by Bitcoin News: "If AI makes everything from knowledge to labor infinitely abundant, then Bitcoin’s absolute scarcity will become priceless."
➡️Bitcoin Archive: An SEC report reveals nearly a year of texts from former Chair Gensler were lost due to “avoidable” tech failures at the agency. Dates range from October 18, 2022, to September 6, 2023, when Bitcoin was $15k.
On the 6th of September:
➡️2.3M - 3.7M Bitcoin is permanently lost, according to Ledger. This means at least 11% of the total supply is gone forever.
➡️It took the U.S. 220 years to reach $1 TRILLION in debt. Today, we add that every 5 months.' - CarlBMenger
Anyway, got Bitcoin?
On the 7th of September:
➡️Companies are buying 1,755 BTC per day. That’s 4x the daily mining issuance of just 450 BTC.
➡️Next ₿itcoin Halving Progress ▓▓▓▓▓░░░░░░░░░░░░░░░░ 35% Current Block: 913,519 Halving Block: 1,050,000 Blocks Remaining: 136,481 Days Remaining: ~948 days It is projected to occur in 2 years and 217 days on 4/11/2028.
➡️Bitcoin mining difficulty sets a new all-time high above $136 TRILLION. Network is stronger than ever.
➡️Bitcoin illiquid supply hits a record 14.3M BTC. 72% of the total supply is locked up by long-term holders.
On the 8th of September:
➡️Bitcoin Archive: Massive crypto supply chain attack. Ledger CTO warns: Hardware wallet users must verify every transaction. Others should avoid on-chain activity until patched.
The drama here isn’t that a vulnerability exists — every system eventually reveals cracks. The drama is that 'crypto' has lulled people into forgetting the first principle of sovereignty: trust nothing blindly, not even your tools. And because no one bothers to listen, the majority of the people will continue to suffer. Do you know why Satoshi designed Bitcoin to be used "p2p"? It's because "3RD PARTIES ARE SECURITY HOLES...ALL OF THEM!". And for the love of god! When are people going to learn that Ledger is just crap and not air gapped? Just don't do shitcoins!
💸Traditional Finance / Macro:
On the 6th of September:
👉🏽TKL: 'Households, mutual funds, pension funds, and foreign investors’ allocation to US equities is up to a record 55%. This marks a 4 percentage point increase over the last 6 months. By comparison, this percentage was ~51% at the peak of the 2000 Dot-Com Bubble. As a result, investors now allocate just 13% of their financial assets to cash, near an all-time low. Allocation to debt instruments, such as bonds, fell to 17%, the lowest since the 1980s. Investors are all-in on US stocks.'
🏦Banks:
👉🏽No news
🌎Macro/Geopolitics:
Samuel Benner, a farmer from the 1800s, published a book with market analysis on periods of panic, good times to buy, and good times to sell. 150 years later, his analysis has proven to be remarkably accurate.
On the 1st of September:
👉🏽'The UK faces the doom loop of rising borrowing costs, growing deficits, and a government facing a lot of bad choices to raise revenues.
The UK's "silent" fiscal collapse: While everyone was busy watching the US and Japan, the UK's fiscal picture is collapsing. Debt is exposed to £2.7 trillion (96% of GDP), yields are higher than the US and Greece, and interest payments alone are set to hit £111 billion. Interest now accounts for £1 in every £12 the UK Government spends. The worst part? Rate cuts are not helping.
Today, the yield on a 30Y Bond in the UK rose to 5.64%, its highest level since 1998. Yields in the UK are now 15 TIMES higher than they were at the 2020 low, just 5 years ago.' - TKL
More on this topic, read here: x.com/onechancefreedm/status/1962728094919233609
👉🏽Visegrad 24: More than 700 schools have been closed in Greece due to a prolonged demographic crisis. Greece has one of the lowest fertility rates in the European Union - around 1.3 births per woman, far below the replacement level of 2.1. The population is rapidly aging, while young people are leaving the country in large numbers. In the 2025–2026 academic year, 721 schools will be closed after failing to reach the minimum threshold of 15 students required to remain open.' -Greek reporter
On the 2nd of September:
👉🏽David Sommers: "With gold now at $3,500 per ounce, we are at a price that is 100x (in dollars) gold's price of $35 per ounce when President Nixon fatefully closed "the gold window" in August 1971.
Is gold 100x better than it was in 1971? Of course not.
Gold is the exact same, atomic number 79 on the periodic table of elements, as it was in 1971. It is the same in all respects as it was in 1971.
Gold is the same as it was in 1971 BC, and 2000 years before that, too.
So, what has, in fact, changed? For gold, as well as all goods and services?"
👉🏽Hedge fund billionaire Ray Dalio has warned Donald Trump’s America is drifting into 1930s-style autocratic politics — and said other investors are too scared of the president to speak up. archive.ph/GdvIb
👉🏽'The collapse of G7 bond markets: Despite aggressive global central bank rate cuts, yields are surging in France, Japan, Germany, Canada, the US, and the UK. The market is quite literally rejecting central bank interest rate cuts.'
Excellent thread by TLK on this topic: threadreaderapp.com/thread/1962875968806064527.html
👉🏽92% probability the Fed cuts rates at the next FOMC in 15 days.
👉🏽Sjoerd on X: 'The Netherlands is the European champion of inflation. Ever since the introduction of the Euro, the Netherlands has consistently had the highest inflation in the EU. There is also no country that is taxed so heavily by its own government as the Netherlands. And with a looming GL/PvdA and CDA coalition, it will only get worse.' I fully agree with him.
The Netherlands can't fight excessively high inflation. Our country is going under because of the Euro, as we are tied hand and foot to a single currency and a single interest rate. This currency and interest rate do not fit our economic situation. The Netherlands is paying the price for the lack of budgetary discipline in countries like France and Italy. Alongside the advantages of the Euro, this is the main disadvantage of a shared currency. Solution...Nexit? More on France below.
👉🏽Rob Roos: "The unelected President of the European Commission has no regard for transparency or democratic accountability. Meanwhile, the EU is building a digital prison for you without your consent, without privacy, and without participation:
🔹 Digital Services Act = Censorship law
🔹 Media Freedom Act = Controlled journalism
🔹 Chat Control = Mass surveillance of private messages
🔹 Digital ID = Complete traceability of citizens
🔹 AI Act = Central steering of information & behavior
🔹 CBDC = Programmable money with spending controls"
For the Dutch readers: archive.ph/EfDwQ
On the 3rd of September:
👉🏽James Lavish: 'The US added half a trillion dollars of federal debt in the last 30 days. Have a great night.'
👉🏽'Population 65 years and older. Give it another few years, and there will be plenty of vacant real estate in East Germany. Who on earth is still investigating residential properties there?' - Michael A. Arouet
Sounds great, but prices are still rising. Danny Naz: East Germany’s real estate pitch in 2030: “Comes with free silence, plenty of space, and your neighbors already asleep by 8 p.m.”
👉🏽History unfolding, in one chart: The US Dollar to Gold ratio is falling off a cliff.
👉🏽The Netherlands: 'Energy is at risk of becoming unaffordable for millions of households within ten years.' - AD
'Energy risks becoming unaffordable for millions of households within ten years, because they are unable to make their homes more sustainable. The gap between residents of the Randstad and those in the surrounding provinces is growing ever wider. This is shown by research from Berenschot commissioned by Essent. The study ties in with earlier figures from TNO and CBS: around 640,000 households are struggling with energy poverty, as was revealed this spring. They spend more than 10 percent of their income on gas and electricity. With the new research by Berenschot, the regional differences have now also been specifically mapped out.'
Source: www.ad.nl/binnenland/energie-dreigt-onbetaalbaar-te-worden-voor-inwoners-buiten-de-randstad~af0d9b2d
One tiny disclaimer from my side. Taxes are the real killer. The energy tax is the absurdity of the Netherlands. Maybe reopen the gas field. For the Dutch people:
On the 4th of September:
👉🏽China is prepping for something.
On the 5th of September:
👉🏽Everyone knows that Germany is the sick man of Europe, but what’s going on in Finland?
👉🏽Zerohedge: US Job Growth Collapses To Just 22K, Unemployment Rate Rises To 4.3% Putting 50bps Rate Cut In Play. The underemployment rate (U6) just hit 8.1% (from 7.9%), the highest since 2021. This is a much more comprehensive metric than the regular unemployment rate (U3). www.zerohedge.com/markets/us-job-growth-collapses-just-22k-unemployment-rate-rises-43-putting-50bps-rate-cut-play
'This is absolutely insane: The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs. Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021.' - TKL
Not only was June's job number negative, but the US economy lost -357,000 full-time jobs in August. And, the US gained +597,000 part-time jobs. Millions of Americans are piling into part-time jobs because it's all they can get.
👉🏽'Gold futures extend rally to a record $3,650/oz as the US labor market rapidly declines. Gold is now up nearly +40% year-to-date. Gold always knows what’s next.' - TKL
👉🏽France: The collective impoverishment has begun: France is decoupling pensions from indexation. Anyone retiring today will not have enough to live on by the age of 85.
👉🏽There is now a 99% chance of a rate cut of at least 25 basis points on September 17th. Odds of a 50 basis point rate cut are rising to 12% after another weak jobs report, per Kalshi.
👉🏽Are we overpopulated?
Our World in Data: "India, China, Europe, and the United States are on very different population paths. This chart tracks the UN’s latest demographic projections for four large populations: India, China, Europe, and the United States. Together, they account for about half of today’s world population. The curves are shaped by what the UN expects to happen to future fertility, life expectancy, and migration worldwide."
The future isn’t overpopulated; it’s unevenly aged.
Now I have one more chart and a question... Foreign-born population by country. What do you notice?
Now my question: There is quantity and there is quality. What will the populations of Europe and the USA look like in 2100?
👉🏽 U.S. Treasury buys $2 billion of its own debt — nearly $10 billion purchased over the past 3 weeks.
👉🏽Maarten van den Berg: “Under the Growth and Stability Pact, all euro area countries must adhere to a public deficit of no more than 3 percent of their GDP.”
🟠 Netherlands
⚫️ Germany
🔵 France
🔴 Spain
🟢 Italy
Why do Germany and the Netherlands keep allowing others not to comply?
Frans Nijhof: "France is in a financial crisis. The European Commission wants to help France. With lots of money from wealthy member states like the Netherlands, via the ECB. Labor force participation in France is low (65.8%). The retirement age in France is also lower (62) than in the Netherlands (68)."
The plan is to raise the retirement age in the Netherlands a bit faster, and through our additional contributions to the "European Generational Solidarity Fund," the retirement age in France can remain the same, and pension premiums there will not have to increase significantly. Fun isn't, Europe!?
🎁If you have made it this far, I would like to give you a little gift:
'Lyn Alden just dropped a 2-hour masterclass with Tom Bilyeu to his 4.5M+ subscribers. If you don’t understand what’s happening to money right now, you’ll wake up on the wrong side of history. A 2-hour macro deep dive, compressed for signal. Which insight hit hardest for you? Watch the full conversation here:' - Swan
Credit: I have used multiple sources!
My savings account:
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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. ⠀ ⠀
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⭐ Many thanks⭐
Felipe - Bitcoin Friday!
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