#1 ⚡

Only about 45% of all Bitcoin is currently "in profit."

That sounds bad. Historically it's a bottom.

The last two times this few coins were in profit?

The $3k bottom and the $16k bottom. Both turned out to be the best buying moments of their entire cycles.

Might not time it perfectly, but bottom signals are flashing everywhere.

#2 ⚡

Public companies bought 110,000 Bitcoin in Q2.

The largest quarterly corporate purchase in history.

To put that in perspective: it's 1.8x more than they bought in the previous two quarters combined.

Corporations are now buying more than twice the amount of new Bitcoin that miners create.

More buyers, less supply. That math only works one way over time.

#3 ⚡

The average U.S. home is up over $100,000 since 2020…

Feels like houses got more expensive, right?

Well….now price that same house in Bitcoin instead of dollars.

A home that cost 50+ Bitcoin in 2020 costs about 5 Bitcoin today. A 90% drop.

The problem is the unit of account, not the asset.

The house didn't get more valuable. Your dollars just got weaker.

Save in Bitcoin.

#4 ⚡

Metaplanet, Japan's biggest corporate Bitcoin holder, just announced it's building Bitcoin-backed digital credit products.

They have accumulated 43,000 Bitcoin and will use it as collateral to create something like a tokenized bond.

Trading 24/7, paying interest daily, and settling on-chain, their idle Bitcoin stack now becomes an asset that produces cash.

This is the next phase of the Bitcoin treasury game.

Traditional credit products are backed by promises, debt, and paper….. these would be backed by the hardest asset that exists.

Michael Saylor's Strategy is doing the same thing in the US, and their digital credit business went from zero to $14 billion in 15 months.

Bitcoin isn't just the thing you buy anymore. It's becoming the foundation other financial products are built on.

#5 ⚡

Japan just signaled it's opening the door to Bitcoin ETFs.

Finance Minister Katayama said they intend to move forward with lifting the ban on crypto asset ETFs, alongside talk of cutting the crypto tax.

It's not finalized yet.

But this is one of the world's largest economies shifting its entire stance on Bitcoin.

The framework is changing. It's coming.

See you next week!

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