Today’s Nuggets
VanEck Urges Investors to Double Down
U.S. State Buying BTC in 4 Months
The Bitcoin Market Structure Remains Bullish
Whales Controlling 94.5% of the Exchange Action
U.S. Now Owns 40% of BTC Hashrate
The Most Underrated Solana Sectors
SUI Leaps Over LINK & TON
ICE Maker Reckoning in 2025
In this story, I analyze the first three and half days of 2025, covering all of the news that you might have missed.
Crazy things are happening under the hood and some analysts are urging everybody to double down on Bitcoin.
December was a nightmare for many and was very volatile but MicroStrategy and Tesla rebounded hard yesterday.
December was down 2.5% for Bitcoin. But guess what happened so far in the first three and a half days of 2025? It is up 4%.
Depending on the year you measure, January is typically a good month. The average returns for January for Bitcoin are 10.5%. The average returns for September have been -5% but we had 7.5% this September. October was 11.3% versus the average of 15%. The November return was 41.6%, which was unbelievable. December was a bit flat, so we are overdue for a positive month.
Historically, the first half of the year is obscenely good for Bitcoin.
VanEck recommends that investors maintain or increase their exposure to Bitcoin as quickly as possible.
This is based on asset roles as hedges against inflation, fiscal uncertainty, global de-dollarization, etc. VanEck pointed out that Bitcoin serves as a resilient store of value during economic turbulence, which is one of the reasons why central banks are buying gold right now.
Note: there are rumors now that China might also be looking at Bitcoin hard.
I thought this image was cute and worth sharing because it emulates a legacy pharmaceutical advertisement.
Dennis Porter put his reputation on the line at Michael Saylor's event four days ago, saying that he guaranteed at least one state in the U.S. would buy Bitcoin in the next 16 weeks.
He expressed further optimism around others. At least ten states are going to introduce strategic Bitcoin reserve legislation, and Porter assured us that it could happen rapidly. These American states are actually like massive countries.
This is what we are looking for because
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