Bitcoin Breakdown

Lightning Labs launches the Wavelength alpha as an Ark-like, self-custodial settlement layer built for agents and consumers. Jack Mallers steps away from Twenty One Capital after its planned merger with Strike and Elektron Energy is called off. And Jack Dorsey's Buzz turns a self-hostable Nostr relay into an open workspace for human and AI teammates. Issue 604 of Bitcoin Breakdown, published July...

Parasite Pool recorded two block finds within roughly three days. Russia prepared final readings for a bill covering investors and cross-border crypto trade. Vietnam set fines for trading through unlicensed platforms, while private wallet-to-wallet trades remain an open question. Casa is also hosting a free live conversation today on stronger self-custody, inheritance, and social-engineering defen...

FTX lines up another creditor distribution, Foundry lets mining clients weigh in on BIP-110, and Michael Saylor makes the corporate Bitcoin case for rejecting it. Casa's free Self-custody is step one webinar covers multiple-key security, recovery, inheritance, and social-engineering defense on July 21 at 1 PM EDT. Register at https://app.livestorm.co/casabitcoin/self-custody-is-step-one . Today, w...

x402 runs mostly on USDC via Coinbase's Base chain, Fed Chair Kevin Warsh opposes routine Bitcoin and crypto bailouts while reserving systemic-risk intervention, and the Senate opposes clemency for Sam Bankman-Fried. Casa's free Self-custody is step one webinar covers multiple-key security, recovery, inheritance, and social-engineering defense on July 21 at 1 PM EDT; register at https://app.livest...

Orange Juice announces a $40M permanent capital model, Japan advances a conditional 20% Bitcoin tax proposal, and NYSE Arca files to lift IBIT options limits to 1M contracts. Casa covers multiple key vaults, guided recovery, and inheritance access: https://url.casa.io/btcbreakdown . Full written edition: https://www.btcbreakdown.com/p/issue-599

Britain defers tax on qualifying Bitcoin loans, Chinese legal authors target privacy tools, and the ECB recruits 36 firms for a 2027 digital euro pilot. Casa sponsor note: Cristobal Gayaldon and Houston Morgan host a live July 21, 1pm ET webinar on removing single points of failure, inheritance and social-engineering defense: https://url.casa.io/casawebinar0726 . Three Bitcoin stories, sharp analy...

The US moves $297M in seized Bitcoin and Ether to Coinbase Prime, Strategy raises $467M without buying BTC, and Patrick Witt leaves for military training as the CLARITY Act waits. Casa sponsor note: Cristobal Gayaldon and Houston Morgan host a live July 21, 1pm ET webinar on removing single points of failure, inheritance and social-engineering defense: https://url.casa.io/casawebinar0726 . Three s...

A Brazilian court orders Coinbase to repay a wallet hack, BIP-110 nears its fork window with miner backing around 1%, and Pakistan debates an Islamic ruling on Bitcoin and crypto. Casa sponsor note: Cristobal Gayaldon and Houston Morgan host a live July 21, 1pm ET webinar on removing single points of failure, inheritance and social-engineering defense: https://url.casa.io/casawebinar0726 . Three s...

Swift readies a 24/7 tokenized-deposit ledger with 17 banks, Russia's Alfa-Bank tests Bitcoin and altcoin trading, and New Hampshire rejects a $100M Bitcoin-backed bond. Casa sponsor note: Cristobal Gayaldon and Houston Morgan host a live July 21, 1pm ET webinar on removing single points of failure, inheritance and social-engineering defense: https://url.casa.io/casawebinar0726 . Three stories, un...

Russia pushes a September digital ruble rollout despite public apathy, SBI Crypto shuts a mining pool with roughly 2% of Bitcoin hashrate, and FBI Director Kash Patel faces scrutiny over a late MSTR disclosure. Today's top stories, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-588

The Fed independence fight exposes who controls the money printer, Florida's Bitcoin ATM rules shift scam refunds onto operators after $389M in reported 2025 losses, and US M2 hits a record as BTC pulls back. Three signal stories for Bitcoiners, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-587

Trump's 2025 disclosure shows more than $1B in token-linked income, Open USD lines up Visa, Stripe, Coinbase and 140-plus partners, and Bitcoin and crypto-linked PAC cash hits 37% of reported corporate election spending. Three sharp Bitcoin stories in under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-586

Strategy unlocks a $1.25B Bitcoin monetization valve, stables.rip tracks $3.7B in stablecoin freezes, and JPMorgan backs digital-asset rules that expose the dollar-control fight. Today's top stories, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-585

Strategy's MSTR trades below its Bitcoin stack, ETH gets temporarily flipped by Tether's USDT near $1,500, and U.S. spot Bitcoin ETFs post $4.06B in June outflows while BTC dips below $60K. Three Bitcoin stories in under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-584

SBI's $289M Bitbank deal would create a 2.92M-account Japanese operator with $6.8B in custody, GoMining proves miner-built Stratum V2 blocks through DMND, and Rosen circles Strategy after MSTR's 25% drawdown. Three Bitcoin stories in under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-582

BlackRock repeats its 1-2% Bitcoin allocation framework in a bear market, the Clarity Act threatens corporate BTC treasuries with CFTC commodity-pool risk, and Strategy faces MSTR stress after Bitcoin taps $59,566. Three stories, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-581

Congress passes a four-year Federal Reserve CBDC ban with a 2031 sunset, Bull Bitcoin secures a MiCA license in France while preserving self-custody and privacy features, and ESMA tells unauthorized providers to wind down after July 1, 2026. Three stories, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-580

Bitcoin devs debate removing explicit RBF signaling, Trump signs quantum security orders, and Sparrow's Craig Raw says Apple is threatening his developer account while fake Sparrow apps drain users. Three stories in under five minutes, with the privacy and incentive angle Bitcoiners need. Full written edition: https://www.btcbreakdown.com/p/issue-579

Franklin Templeton turns stock dividends into Bitcoin-linked bids, ERCOT batches a giant data-center queue where early miners already hold grid position, and Pew finds United States Bitcoin and crypto use splitting by party. Three Bitcoin stories, under five minutes, with the incentive story stripped of regulatory PR. https://www.btcbreakdown.com/p/issue-578

Lagarde allegedly blocks Binance's MiCA license in Greece, CME threatens to sue the CFTC over Kalshi and Coinbase perpetual futures, and the Fed pushes customer-identification rules for stablecoin issuers after the GENIUS Act. Three Bitcoin stories, under five minutes, with the incentive story stripped of regulatory PR. Full written edition with links and premium analysis: https://www.btcbreakdown...

Illinois draws fire over a proposed digital-asset transaction tax, Oman moves toward a mandatory Omanhash mining pool, and Ricardo Salinas Pliego says 70% of his portfolio is in Bitcoin with the rest in gold and miners. Three Bitcoin stories, under five minutes, with the incentive story stripped of PR fog. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-5...

The ECB pushes a digital euro against dollar stablecoins, Binance faces a reported MiCA licensing wall before July 1, and Congress weighs a permanent CBDC ban through a housing bill. Three Bitcoin policy stories, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-574

Kraken brings regulated U.S. perps onshore, BitGo enters the Fortune 500 with $16.2B revenue and 470,000+ BTC in custody, and the Bank of Japan hikes while still buying bonds. Three Bitcoin stories in under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-573

Bitcoin mining difficulty drops 10.09%, BlackRock files a yield-bearing Bitcoin ETF as Goldman Sachs lines up its own premium-income product, and Saylor reframes Tesla and SpaceX as Mag8 BTC holders. Today's top stories, under five minutes. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-572

El Salvador cuts residency presence to 90 days, BitGo launches Lightning Earn with Amboss Rails, and Hungary moves to reverse Orban-era digital-asset penalties. Three Bitcoin stories in under five minutes, with the sovereignty signal behind the policy noise. Full written edition with links and premium analysis: https://www.btcbreakdown.com/p/issue-570