Daniel on Nostr: Bitcoin Alpha: Weekly Review Week 14 – 2025 ⸻ 1. Jeff Booth: The system must ...
Bitcoin Alpha: Weekly Review
Week 14 – 2025
⸻
1. Jeff Booth: The system must collapse—Bitcoin is the resolution
In the debut episode of Saving in Bitcoin, Booth defines Bitcoin not as an investment, but as an escape from the global control system.
He explains how the natural state of markets is deflation, where prices fall as technology improves. But our debt-based system must resist deflation—by printing money. The result? A world in chaos.
Bitcoin, a protocol “open, decentralized, secure, and bounded by energy,” re-establishes the natural order.
“Bitcoin is the first global free market in human history.”
(h/t The Bitcoin Podcast – Jeff Booth: Why Everyone Needs Bitcoin)
⸻
2. Jack Dorsey: Build with Bitcoin, live with it too
In 21 in 21, Jack explains how Bitcoin realigned his view on time, energy, and creativity. It’s not just tech—it’s personal sovereignty.
He also shares how Spiral is funding open-source development and why Bitcoin-native social platforms like Nostr matter.
“Bitcoin makes me slow down. It helps me think from first principles.”
(h/t 21 in 21 – Jack Dorsey)
⸻
3. Senator Cynthia Lummis: Bitcoin as sovereign strategy
In Coin Stories, Senator Lummis explains how the U.S. could revalue its gold reserves (currently priced at $42/oz) and use Bitcoin-backed stablecoins to maintain dollar dominance.
She wants America to mine, hold, and innovate with Bitcoin—and she’s not alone in D.C.
“Bitcoin is aligned with American values.”
(h/t Coin Stories – Cynthia Lummis: Paying Off America’s Debt with Bitcoin)
⸻
4. News Block: The week the system cracked open
This week’s News Block was stacked:
• Trump Jr. entered Bitcoin mining.
• GameStop confirmed it will buy BTC.
• BlackRock doubled its Bitcoin ETF exposure.
• The U.S. Treasury is studying how to hold Bitcoin.
Natalie Brunell calls it: Bitcoin is crossing the point of no return.
(h/t Coin Stories – News Block: Trump, Stablecoins & GameStop Buy Bitcoin)
⸻
5. Jack Mallers: Tariff day, volatility, and open markets
As Trump’s new tariffs hit, Jack breaks down why Bitcoin volatility spikes: it’s the only asset in a free market with real price discovery.
He explains how Strike is helping people in emerging markets move out of dollar dependence without needing banks.
“We’re building financial freedom into the protocol.”
(h/t Money Matters – Jack Mallers: Volatility Heading into Tariff Day)
⸻
6. Peter Dunworth: Financializing Bitcoin is just getting started
Peter walks through how MicroStrategy and others use convertible bonds to stack BTC without dumping equity.
He calls this the start of a longer arc: financial products built around Bitcoin—not coins, not tokens, but Bitcoin itself.
“We’re at the beginning of Bitcoin-native capital markets.”
(h/t What Bitcoin Did – GameStop, MicroStrategy & Financialization w/ Peter Dunworth)
⸻
7. Michael Dunworth: Bitcoin only makes sense when your brain melts
Michael gets real about how hard it is to understand Bitcoin until you’ve hit that “click” moment.
He calls out why most altcoins confuse newcomers and how tech-first thinking often obscures what Bitcoin actually fixes.
“You don’t get Bitcoin until you realize the problem is the system itself.”
(h/t What Bitcoin Did – Bitcoin Brain Melt w/ Michael Dunworth)
⸻
8. Brent Johnson: Bitcoin is the second straw in the milkshake
Brent updates his famous Dollar Milkshake theory: the dollar is still absorbing global liquidity—but Bitcoin is now a competing absorber of capital.
He’s no longer a skeptic. He says BTC will win by riding the wave and outlasting the dollar.
“Bitcoin is now part of global liquidity strategy.”
(h/t What Bitcoin Did – The Dollar Milkshake and Bitcoin)
⸻
9. Lisa Neigut: Supporting devs is survival strategy
Lisa explains why independent developer funding is critical to keeping Bitcoin permissionless.
She also dives into grant structures, mentorship, and why infrastructure work (like Lightning routing and stability) matters more than hype.
“You want freedom? Support the builders.”
(h/t Citadel Dispatch – Lisa Neigut: Dev Education and Grants)
⸻
10. Peter St. Onge: Bitcoin is protection from weaponized dollars
Peter uncovers how U.S. foreign aid gets routed to fake NGOs that simulate unrest.
He warns this system of “covert imperialism” is built on dollar control—and that Bitcoin offers neutral ground for dissenters worldwide.
“Bitcoin is exit velocity from dollar tyranny.”
(h/t TFTC – Peter St. Onge: How USAID Funds Fake Protests)
⸻
11. Governor Bill Lee: Tennessee is going all-in on Bitcoin
In two separate interviews, Governor Lee outlines Tennessee’s Bitcoin vision: legal clarity, mining innovation, energy investment, and financial inclusion.
“We’re not here to watch Bitcoin. We’re here to build with it.”
(h/t Citadel Dispatch & Bitcoin Park – Governor Bill Lee)
⸻
12. Rabbit Hole Recap: Tariffs, Trump, and the global unwind
This week’s RHR was electric:
• They unpack the new Trump tariffs and why they’re inflationary.
• U.S. miners are becoming more competitive.
• Bitcoin is being used as a hedge against U.S. overreach, not just inflation.
“Bitcoin doesn’t care who’s president. It cares who controls the money.”
(h/t Rabbit Hole Recap #351 – Trump, Tariffs & the World)
⸻
Bitcoin isn’t just surviving. It’s expanding—into institutions, statehouses, balance sheets, and brains. This week proved it’s not just digital gold. It’s a new foundation.
Stay humble. Stack Sats. Pura Vida.
Date: April 9, 2025
Bitcoin Block Height: 891,724
Current Bitcoin Price: $81,683
Satoshis per U.S. Dollar: 1,224
Published at
2025-04-10 04:12:37 UTCEvent JSON
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"content": "Bitcoin Alpha: Weekly Review\n\nWeek 14 – 2025\n\n⸻\n\n1. Jeff Booth: The system must collapse—Bitcoin is the resolution\n\nIn the debut episode of Saving in Bitcoin, Booth defines Bitcoin not as an investment, but as an escape from the global control system.\nHe explains how the natural state of markets is deflation, where prices fall as technology improves. But our debt-based system must resist deflation—by printing money. The result? A world in chaos.\nBitcoin, a protocol “open, decentralized, secure, and bounded by energy,” re-establishes the natural order.\n\n“Bitcoin is the first global free market in human history.”\n(h/t The Bitcoin Podcast – Jeff Booth: Why Everyone Needs Bitcoin)\n\n⸻\n\n2. Jack Dorsey: Build with Bitcoin, live with it too\n\nIn 21 in 21, Jack explains how Bitcoin realigned his view on time, energy, and creativity. It’s not just tech—it’s personal sovereignty.\nHe also shares how Spiral is funding open-source development and why Bitcoin-native social platforms like Nostr matter.\n\n“Bitcoin makes me slow down. It helps me think from first principles.”\n(h/t 21 in 21 – Jack Dorsey)\n\n⸻\n\n3. Senator Cynthia Lummis: Bitcoin as sovereign strategy\n\nIn Coin Stories, Senator Lummis explains how the U.S. could revalue its gold reserves (currently priced at $42/oz) and use Bitcoin-backed stablecoins to maintain dollar dominance.\nShe wants America to mine, hold, and innovate with Bitcoin—and she’s not alone in D.C.\n\n“Bitcoin is aligned with American values.”\n(h/t Coin Stories – Cynthia Lummis: Paying Off America’s Debt with Bitcoin)\n\n⸻\n\n4. News Block: The week the system cracked open\n\nThis week’s News Block was stacked:\n\t•\tTrump Jr. entered Bitcoin mining.\n\t•\tGameStop confirmed it will buy BTC.\n\t•\tBlackRock doubled its Bitcoin ETF exposure.\n\t•\tThe U.S. Treasury is studying how to hold Bitcoin.\nNatalie Brunell calls it: Bitcoin is crossing the point of no return.\n(h/t Coin Stories – News Block: Trump, Stablecoins \u0026 GameStop Buy Bitcoin)\n\n⸻\n\n5. Jack Mallers: Tariff day, volatility, and open markets\n\nAs Trump’s new tariffs hit, Jack breaks down why Bitcoin volatility spikes: it’s the only asset in a free market with real price discovery.\nHe explains how Strike is helping people in emerging markets move out of dollar dependence without needing banks.\n\n“We’re building financial freedom into the protocol.”\n(h/t Money Matters – Jack Mallers: Volatility Heading into Tariff Day)\n\n⸻\n\n6. Peter Dunworth: Financializing Bitcoin is just getting started\n\nPeter walks through how MicroStrategy and others use convertible bonds to stack BTC without dumping equity.\nHe calls this the start of a longer arc: financial products built around Bitcoin—not coins, not tokens, but Bitcoin itself.\n\n“We’re at the beginning of Bitcoin-native capital markets.”\n(h/t What Bitcoin Did – GameStop, MicroStrategy \u0026 Financialization w/ Peter Dunworth)\n\n⸻\n\n7. Michael Dunworth: Bitcoin only makes sense when your brain melts\n\nMichael gets real about how hard it is to understand Bitcoin until you’ve hit that “click” moment.\nHe calls out why most altcoins confuse newcomers and how tech-first thinking often obscures what Bitcoin actually fixes.\n\n“You don’t get Bitcoin until you realize the problem is the system itself.”\n(h/t What Bitcoin Did – Bitcoin Brain Melt w/ Michael Dunworth)\n\n⸻\n\n8. Brent Johnson: Bitcoin is the second straw in the milkshake\n\nBrent updates his famous Dollar Milkshake theory: the dollar is still absorbing global liquidity—but Bitcoin is now a competing absorber of capital.\nHe’s no longer a skeptic. He says BTC will win by riding the wave and outlasting the dollar.\n\n“Bitcoin is now part of global liquidity strategy.”\n(h/t What Bitcoin Did – The Dollar Milkshake and Bitcoin)\n\n⸻\n\n9. Lisa Neigut: Supporting devs is survival strategy\n\nLisa explains why independent developer funding is critical to keeping Bitcoin permissionless.\nShe also dives into grant structures, mentorship, and why infrastructure work (like Lightning routing and stability) matters more than hype.\n\n“You want freedom? Support the builders.”\n(h/t Citadel Dispatch – Lisa Neigut: Dev Education and Grants)\n\n⸻\n\n10. Peter St. Onge: Bitcoin is protection from weaponized dollars\n\nPeter uncovers how U.S. foreign aid gets routed to fake NGOs that simulate unrest.\nHe warns this system of “covert imperialism” is built on dollar control—and that Bitcoin offers neutral ground for dissenters worldwide.\n\n“Bitcoin is exit velocity from dollar tyranny.”\n(h/t TFTC – Peter St. Onge: How USAID Funds Fake Protests)\n\n⸻\n\n11. Governor Bill Lee: Tennessee is going all-in on Bitcoin\n\nIn two separate interviews, Governor Lee outlines Tennessee’s Bitcoin vision: legal clarity, mining innovation, energy investment, and financial inclusion.\n\n“We’re not here to watch Bitcoin. We’re here to build with it.”\n(h/t Citadel Dispatch \u0026 Bitcoin Park – Governor Bill Lee)\n\n⸻\n\n12. Rabbit Hole Recap: Tariffs, Trump, and the global unwind\n\nThis week’s RHR was electric:\n\t•\tThey unpack the new Trump tariffs and why they’re inflationary.\n\t•\tU.S. miners are becoming more competitive.\n\t•\tBitcoin is being used as a hedge against U.S. overreach, not just inflation.\n\n“Bitcoin doesn’t care who’s president. It cares who controls the money.”\n(h/t Rabbit Hole Recap #351 – Trump, Tariffs \u0026 the World)\n\n⸻\n\nBitcoin isn’t just surviving. It’s expanding—into institutions, statehouses, balance sheets, and brains. This week proved it’s not just digital gold. It’s a new foundation.\n\nStay humble. Stack Sats. Pura Vida.\n\nDate: April 9, 2025\nBitcoin Block Height: 891,724\nCurrent Bitcoin Price: $81,683\nSatoshis per U.S. Dollar: 1,224",
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