The Latest Bitcoin & Macro news: Weekly Recap 29.09.2025
- đ§ Quote(s) of the week:
- đ§ĄBitcoin newsđ§Ą
- đ¸Traditional Finance / Macro:
- đŚBanks:
- đMacro/Geopolitics:
đ§ Quote(s) of the week:
The Bitcoin game: Level 1: Understand fiat is broken Level 2: Start stacking Bitcoin Level 3: Exit bad fiat debt Level 4: Keep an emergency sat stack Level 5: Self-custody your Bitcoin Level 6: Build Bitcoin-denominated income Level 7: Grow your sats through skills & work Level 8: Stack 50%+ of income in Bitcoin Level 9: Sovereignty & financial freedom
đ§ĄBitcoin newsđ§Ą
Photos hosted by Azzamo (azzamo.net)
On the 21st of September:
âĄď¸CEO of Coinbase, Brian Armstrong, claims they are the custodians for 80% of all spot Bitcoin ETFs. What could possibly go wrong?

âYou can always get your coins back if we happen to have coins to give you at the time.â What could possibly go wrong, right?
On the 22nd of September:
âĄď¸Bitcoin addresses with a balance > 0 hit an all-time high of 55 million!

On the 24th of September
âĄď¸Global M2 is almost at a new all-time high. Historically, the Bitcoin price follows.
ZeroHedge: âSomething is soaking up a LOT of liquidity. In other news, global M2 just went absolutely vertical⌠and Bitcoin fair price is 250Kâ

âĄď¸Apsk32: âYouâre calling top while Iâm calling bottom. We are not the same.â

Oneâs guessing, the otherâs stacking.. One way or another, weâre about to find out the truthâŚwelcome to Q4 2025.
âĄď¸Another chartâŚnow by Bit Harrington: âThe red line and purple line are at $250K. These are Terminal Price and Delta Top. Bitcoin reached these lines (or close) each cycle. There are two possibilities: A) The Bitcoin price is going to explode. B) These indicators make absolutely no sense anymore, and itâs all bullshit.â

âĄď¸BlackRock and Fidelityâs spot Bitcoin ETFs did a combined $2.27 BILLION in trading volume today.
âĄď¸Checkmate: âFor a matter of perspective, this is the current unrealized loss profile of Bitcoin derived from on-chain data. An unrealized loss means a coin was acquired at a price > $112k, and weâre measuring the negative delta between that cost basis and spot price. Squinting to see it.â

This chart, based on on-chain data, shows Bitcoinâs unrealized profits/losses over time. Unrealized loss (red line) measures the value drop for coins bought above the current price (here, >$112k). Itâs currently very smallâbarely visibleâmeaning most holders are in profit, with minimal overall losses. Price (orange) tracks BTCâs value.
On the 25th of September:
âĄď¸CEO of $12 Trillion BlackRock, Larry Fink, says that the company consulted with Michael Saylor when Bitcoin was at the bottom of the bear market. Saylor knew the entire time what would eventually happen, before anyone else.
âĄď¸âBTC has had 2 of its three most significant liquidation events of 2025 in the last 4 days. $2.75B in long liquidation leverage has been wiped.â -Joe Consorti
âĄď¸âUptober is just days away.â -Bitcoin Archive

If you have survived the September dump, youâll get an October pump.
âĄď¸Daniel Batten: âThis is kinda big! I said on Preston Pyshâs podcast earlier this year that AI companies would become BTC mining companies to solve their heat dissipation and power management issues. Hereâs more evidence of convergence happening in real time.

âĄď¸2.8 trillion Capital Group becomes the largest shareholder of Bitcoin treasury company Metaplanet.
âĄď¸Rohan Hirani: âBitcoin Treasury Companies are down 40-80% from market highs. Saying âbuy the dipâ is easy, but few actually do so when the market bleeds. Smart Money buys when everyone else panics.â

âĄď¸Bitcoin Magazin: âWorldâs largest asset manager BlackRock files for Bitcoin Premium Income ETFâ
âĄď¸ Ohioâs State Board of Deposit approved a vendor to accept Bitcoin and crypto payments for state fees and services.
âĄď¸More than $1 BILLION Bitcoin and crypto longs liquidated in the past 24 hours.
âĄď¸Less than 1 million people own one whole Bitcoin. Thatâs just 0.01% of the global population.
âĄď¸This September has been better than average for BTC. Average: -4.44% Sept. 2025: +1.49%â - Joe
âĄď¸Citi projects a $1.9 TRILLION stablecoin market by 2030. Current market cap: $280B
âĄď¸Chinese company Pop Culture Group to buy 1,000 Bitcoin worth over $100 million.
âĄď¸British Bitcoin company BHODL buys another ÂŁ1m Bitcoin. BHODL now owns 112 Bitcoin worth ÂŁ9.3m.
On the 26th of September:
âĄď¸Vanguard Eyes Crypto ETF Access for Brokerage Clients The worldâs second-largest asset manager, Vanguard, is preparing to allow access to crypto ETFs on its brokerage platform, according to a source familiar with the matter.
I am old enough to remember when Vanguard said this would âNEVERâ happen. Vanguard 2024: We donât plan to offer a spot Bitcoin ETF, and weâre not going to change our minds. Vanguard 2025: In early talks with partners about offering customers access to third-party Bitcoin ETFs after seeing rivalsâ success.
A lot can change in 18 months, including IBIT soaring to $88 billion AUM.
Bitcoin Archive: âVanguard refused customers access to the best-performing ETF in history because Bitcoin didnât âalign with their philosophy.â Now, theyâre finally bending the knee. Everybody gets Bitcoin at the price they deserve.â
âĄď¸ BlackRockâs $16.9 billion Global Allocation Fund bought and now owns over $66 million of their spot Bitcoin ETF IBIT.
âĄď¸Joe Consorti: âBitcoinâs 30-day RSI is now approaching the April bottom and last Septemberâs pre-Q4 bottom. Momentum has gathered.â

âĄď¸ Brazilâs Nubank hires former Coinbase product director Michael Rihani as its new Director of Crypto. Rihani previously worked on integrating Bitcoin payments at Tesla. Nubank serves over 123 MILLION customers.
âĄď¸Bitcoin Archive: âBlackRockâs Global Allocation Fund has increased its Bitcoin holdings by over 38% since May. It now holds 1 million Bitcoin ETF shares worth more than $65 million.â
On the 28th of September:
âĄď¸Short-term holders tend to do this hilarious thing where they capitulate at precisely the wrong timeâŚ

âĄď¸October is historically one of the strongest months for Bitcoin, averaging returns of +21.89%. Will we see another Uptober coming soon?

âĄď¸Satoshi Nakamoto on Bitcoinâs 21 million supply.

âĄď¸Everywhere you look, global money supply is making new all-time highs. Guess what happens next?
On the 29th of September:
âĄď¸Strategy has acquired 196 BTC for ~$22.1 million at ~$113,048 per bitcoin. As of 9/28/2025, we hodl 640,031 Bitcoin acquired for ~$47.35 billion at ~$73,983 per Bitcoin. Michael Saylorâs STRATEGY now holds 640,031 Bitcoin, bought at an average price of $73,983 per Bitcoin, representing 3.05% of the total Bitcoin supply.
âĄď¸Bitcoinâs hashrate hit a new all-time high.
âĄď¸âGold is up 43.59% YTD. This is the best year of the 21st century â and the fifth best since the end of the gold standard. The economy is in serious trouble, and this is its clearest reflection. Hard Money is the only true Money.â -Julius

Got Bitcoin?
âĄď¸âBuyers of Bitcoin are running the show on centralized exchanges. In the last 30 days, ~170K more BTC has left than entered, a clear sign of substantial net outflows and buyer dominance.â - Bitcoin News
âĄď¸Wicked:âItâs officially been 300 weeks since 2020 began. Saving $50/week in bitcoin during that time wouldâve turned $15k into 0.58 BTC, now worth over $63k. Saving in gold wouldâve yielded 7.45 oz, worth just over $28k.Class of 2020 whoâve been consistently DCAâing are now sitting pretty on 4x gains for all of their bitcoin savings. I wonder how much the class of 2025 DCAâers will gain by 2030.â

âĄď¸âMelanion Capital launches first private Bitcoin treasury model in Europe. They will raise $54 million to allocate entirely to Bitcoin.â - Bitcoin Archive
âĄď¸âBitcoin difficulty is set to rise another 5.11% in less than two days. That follows the last adjustment of +4.68%. With network hashrate now well above 1 Zettahash, the trend is clear: more miners are coming online, and competition is only intensifying.â -Bitcoin News
âĄď¸River: Central Banks are shifting away from dollars, so why would you still save in USD? Do you buy physical gold that is costly to secure, difficult to transport, and use? What about digital gold that can teleport around the world? Front-run the Central Banks with Bitcoin.
đ¸Traditional Finance / Macro:
âUS National Debt Crisis Simplified! :) US Tax revenue: $4,690,000,000,000 Federal budget: $6,660,000,000,000 New debt: $2,000,000,000,000 National debt: $37,500,000,000,000
Now remove eight zeros and pretend it is a household budget: Annual family income: $46,900 Money the family spent: $66,600 New debt on the credit card: $20,000 Outstanding balance on the credit card: $375,000â -Isa
Now imagine that family is printing their own Monopoly money, calls it âworld reserve,â and lectures you on fiscal responsibility. Funny innit?
On the 23rd of September:
đđ˝Only twice in history has the Schiller PE Ratio been above 40. You are part of history.

The Shiller PE ratio has exceeded 40 only twice: during the dot-com bubble (peaking at 44.19 in Dec 1999) and now, at 40.15 as of Sep 22, 2025. Historical data confirms no other periods. The Shiller PE ratio (CAPE) measures the S&P 500âs price relative to its 10-year average inflation-adjusted earnings. Above 40 suggests that stocks are historically overvalued, as seen only during the 1999 dot-com bubble (which preceded a crash). It signals a potential market correction, but timing is uncertainâmarkets can stay elevated. Current value: ~40.
On the 26th of September:
đđ˝TKL: âThe top 10% largest US stocks now reflect a record 78% of market cap for the US stock market. This exceeds the previous record set in the 1930s by three percentage points. This is also above the peak of the 2000 Dot-Com Bubble, when the percentage was 74%. By comparison, in the 1980s, the weight of the top 10% was below 50%. Meanwhile, the top 10 stocks as a % of the S&P 500âs market cap is at a record 41%. The market has never been so concentrated.â
đŚBanks:
đđ˝ No news
đMacro/Geopolitics:
On the 22nd of September:
đđ˝Global Markets Investor: âThis has never happened before: S&P 500: all-time high US Home Prices: all-time high Bitcoin: all-time high Gold: all-time high Money Supply: all-time high Public Debt: A RECORD $37.4 TRILLION US labor market: in a RECESSION.â
đđ˝âThe US dollar has become Americaâs most lucrative âexport.â By early 2025, an estimated $1.05 trillion in US banknotes were circulating abroad, nearly half of all US currency outstanding. Foreign demand has expanded rapidly over the decades, climbing from just $5.4 billion in 1970 to over a trillion today. Growth was especially sharp between 2008 and 2021, when overseas holdings swelled by $700 billion, peaking in 2020 with a record $121 billion jump during the pandemic. Since 2022, however, that appetite has leveled off, with digital payments and crypto beginning to displace physical dollars overseas. Is this plateau the start of a long-term decline in the dollarâs dominance abroad?â - Stockmarket News

đđ˝âAnother day, another record: The top 10 stocks now reflect a record 41% of the S&P 500âs market cap. This share has risen ~6 percentage points over the last 5 months. This comes as their combined market value has skyrocketed by $8 TRILLION over this period. The Magnificent Seven stocks alone now make up for a record 35% of the index. By comparison, in January 2023, the share was 20%. Tech stocks are adequate for the stock market.â -TKL
đđ˝Argentina: In 24 hours, Argentinaâs stock market COLLAPSED -10%, with the Argentine Peso now down -99% in 10 years. Today, the Trump Administration offered a âlifelineâ to Argentina, sending stocks surging +8%. Can Argentina be saved? Read the whole thread here: https://threadreaderapp.com/thread/1970138638634877064.html
On the 23rd of September: đđ˝âMoney market fund assets under management hit a record $7.7 trillion last week. In the first 4 days of September, these funds attracted $60 BILLION in net inflows. Total assets have DOUBLED in the previous 5.5 years. At this pace, money market fund assets will surpass $8 trillion by year-end. According to Craneâs index of 100 money-market funds, these funds currently yield ~4.1%. By comparison, the national average savings account yields just 0.6%, Bankrate data shows. Americans are chasing risk-free yields.â -TKL
đđ˝Gold futures extend gains to a record $3,825/oz, now up +42% in 2025. Even amid one of the strongest bull markets in history, this puts gold up 3 TIMES as much as the S&P 500.
đđ˝âUS M2 Money Supply jumps to a new all-time high of $22.2 Trillion. US M2 money supply surged another +4.8% YoY in August 2025 to a record $22.2 trillion. This marks the fastest pace since July 2022, in line with a +4.8% YoY increase in the prior month. The US money supply has now grown for 18 consecutive months. Furthermore, inflation-adjusted M2 rose +1.8% YoY in August, posting its 12th-straight monthly increase. The US Dollarâs bear market continues.â - TKL
đđ˝StockMarket.News: The Buffett Indicator (US Total Market Cap / GDP) hits ~220%, meaning the stock market is valued at more than 2.17x the size of the US economy. Thatâs way higher than the Dot Com bubble peak. Buffett once warned: âIf the ratio approaches 200%, as it did in 1999, you are playing with fire.â
On the 24th of September:
đđ˝TKL: âJob postings on Indeed fell -8% YoY in the week ending September 12th, marking the second-lowest level since February 2021. Postings have now declined for three straight years. The current number of available vacancies is only 4.3% above the pre-pandemic levels seen in February 2020. This suggests that official BLS job openings data will likely continue to trend lower. The number of unemployed Americans now exceeds the number of available jobs for the first time since April 2021. Job weakness is spreading.â
Welcome to the consequences of printing $6 trillion. Jobs disappear, assets pump, wage slaves get crushed. This is precisely why Bitcoin exists. The system is working as designedâjust not for us. The Fourth Turing, got Bitcoin?
On the 25th of September:
đđ˝1. The EU is setting up a European center to âdetect disinformation.â 2. The European Commission will use more subsidies to âsupport independent media.â If they receive subsidies, they are by definition not independent. What kind of dystopian madness is the EU dragging us into? The European Commission will now decide what is â and isnât â the truth. In essence, the EU has become a project to control the flow of information to its citizens. The economic benefits of the single market no longer outweigh the growing downsides of the control machinery being built by the European Commission.
Itâs utterly ridiculous that unelected EU President Ursula von der Leyen dares to talk about âtransparencyâ while shamelessly concealing her WhatsApp conversations with the Pfizer CEOâŚ..
Camus: âThe unelected EU Chief, Ursula von der Leyen, just unveiled her blueprint for silencing dissent: an âEU Democracy Shield.â She frames it as a noble fight against âdisinformation.â But listen closely to what sheâs really saying. What she says: We need a âEuropean Center for Democratic Resilienceâ to monitor âinformation manipulation.â We need a âMedia Resilience Programâ to support âindependent journalism.â What she means: The EU bureaucracy is centralizing the power to define what is âtrueâ and what is âmisinformation.â They will create a ministry of truth, branding any narrative that challenges their authority as a threat to democracy. âSupporting independent mediaâ means funding only those outlets that parrot the globalist line, while demonizing and deplatforming opposing voices as âautocratic.â She openly admits her goal: to shut down the free press that holds power accountable. Her contempt for the elected representatives who dared to boo her is palpable. This is not about protecting democracy; itâs about protecting the unaccountable globalist regime from the people it claims to serve. This is a direct assault on free speech and national sovereignty. The âdemocracy shieldâ is the firewall they are building to protect themselves from you.â Here is the video: https://x.com/newstart_2024/status/1970883190656016509
đđ˝Fannie Mae:

Fannie Mae on if we want affordable homes again:
- Prices must crash by -38%, or:
- Incomes must rise by +60%, or:
- Mortgage rates must crash by -415 bps For any of these three things, Something massive would have to happen to the macroeconomy. According to Fannie Maeâs calculations, affordability in the US housing market is at record lows. For housing affordability to return to 2019 levels, mortgage rates would need to fall by ~415 basis points. The combination of inflation and higher rates has been catastrophic.
đđ˝âBosch announces new round of layoffs â 13,000 jobs to be cut.â Technology group Bosch will cut another 13,000 jobs by 2030 due to the automotive industry downturn. The layoffs will take place mainly in Germany, the company announced on Thursday. Source: https://archive.ph/YjuV8#selection-1477.49-1477.267
đđ˝âInvestors are taking massive profits: Professional, retail, and hedge fund investors sold -$3.8 billion in US equities last week. Institutional investors sold -$1.4 billion, reversing to net selling for the first time in 3 months. This brings down the 4-week average of buying down to +$1.6 billion, according to BofA data. Hedge funds were also net sellers at -$2.0 billion, following -$2.9 billion the prior week, pulling their 4-week average down to -$1.0 billion. Meanwhile, retail investors sold -$300 million, posting their 3rd consecutive weekly outflow after -$800 million the previous week. Wall Street and Main Street are cashing in gains.â -TKL
On the 26th of September:
đđ˝Holger Zschaepitz: âGood Morning from Germany, where the Auto Industry plans to eliminate nearly 100,000 jobs by 2030. Carmakers and their suppliers are struggling with waning demand, high labor & energy costs & intensifying competition from Chinese manufacturers. Overall, Germanyâs auto sector has lost roughly 55,000 jobs over the past 2 years. Tens of thousands of additional positions are set to disappear by 2030, in an industry that employs more than 700,000 people.â Source: https://archive.ph/Zo4kN

Drivers are rejecting the straitjacket of electric cars imposed by the green-dogmatic EU Commission and Von der Leyen. The result: car sales are collapsing. In Germany, more than 100,000 jobs have already been lost, and now another 13,000 at Bosch. When will business leaders finally stand up?
đđ˝The Dow Jones to Gold Ratio is about to cross a level only seen 4 times in history. 2008, 1973, and 1929.
đđ˝Camus: âUrsula von der Leyenâs speech wasnât about climate. It was a blueprint for a world government. The message is clear: the era of sovereign, independent nations is being phased out, replaced by a top-down global regime where climate regulations are the new law. An unelected EU chief, representing just 6% of global emissions, is dictating binding targets for the entire planet. The extreme 90% reduction goal isnât just for Europeâitâs a regulatory trap for developing nations. By setting these standards, the EU and WEF globalists aim to veto the industrial growth of sovereign states, ensuring permanent dependence on their technology and finance. Her âglobal partnershipsâ and âŹ300 billion âGlobal Gatewayâ are the funding mechanisms for this takeover. Itâs structural imperialism: using climate panic to justify the erosion of national sovereignty. The trip to the Amazon is a stark symbolâglobalists positioning themselves as the stewards of other nationsâ resources. This is the Great Reset in action. Climate change is the pretext. Global governance, managed by unaccountable bureaucrats, is the end goal.â
đđ˝The situation in England has become utterly insane.. Starmer announces mandatory digital ID for the right to work in the UK. UK government makes Digital IDs mandatory: âYou will not be able to work in the United Kingdom if you do not have a digital ID, itâs as simple as that.â âOur immigration system needs to be fair. Thatâs why we are introducing digital ID â if you donât have it, you canât work here.â - Starmer
Geiger Capital: Step 1: Flood the UK with millions of illegal foreigners against the populationâs will. Step 2: Force them into digital ID surveillance if they want to afford food, because âwe need to know who is a legal citizen.â England should overthrow their government.
Now, regarding the UK migrations:
âEstimated net international migration was lower in the year to mid-2024 (738,700) compared with the previous year; it continued to be the main driver of growth in all four nations. There was a decrease in both births (662,100) and deaths (645,900) in the year to mid-2024, compared with the previous year. Natural change, the difference between births and deaths, contributed an increase in the population of 16,200.â - Office for National Statistics
As Johanthan Pallesen eloquently described: âAbout half the births are non-White British, and practically all the deaths are. All the migrants are non-White British. This adds up to swift population replacement. Among the fastest ever seen in world history.â
Anyway, no one should be shocked that this Communist Psychopath is trying to implement a Digital ID.

I have said it before, and I will repeat it. The European debt crisis is intended to implement a one-government fiscal union across Europe. This is Klaus Schwabâs âGreat Resetâ + CBDC. It isnât a coincidence that BlackRockâs CEO, Larry Fink, was just appointed interim chair of the World Economic Forum (WEF).
Culture Secretary Lisa Nandy was challenged about plans for digital ID and told BBC Breakfast âweâre not planning to go round fining peopleâ but âyou will have a problem if you want to get a new jobâ
If you donât obey, or if you have the wrong opinions, you lose access to housing, shopping, public transit, healthcare, and more.
Oh, to make it even worse âno, this is not a conspiracy theory. The so-called Bitcard will be run through an app made by Multiverse, a multinational company founded by Euan Blair. Wait whatâŚBlair, you say? Yes, you guessed it right, son of the leather-faced war monger Tony Blair. Olâ Tony has ÂŁ375 million worth of shares in the company. Starmer is the author of the Law guidebook on the implementation of European human rights in British Law. Now tell me this isnât a long-planned and disingenuous control system?
Again, ask yourself: why do we need a Digital ID or a CBDC? What are the benefits for the people? Apparently, your Passport & Driving License will no longer be suitable forms of Identificationâsuperseded by Digital ID. But to obtain your Digital ID, you need to present your Driving License or Passport. Classic!
Isnât it funny how âpublic serviceâ always seems to turn into âfamily businessâ? Digital IDs arenât about safety; theyâre about profit and control.
Now on a global level. Michael Shellenberger: âThe man behind the digital ID push is Larry Ellison, owner of Oracle, CBS, CNN, and, soon, TikTok. He wants data centralization and total surveillance. âCitizens will be on their best behavior because weâre constantly watching & recording everything thatâs going on.â Terrifying.â
đđ˝Michael A. Arouet: This chart is making a round in French left cycles. They are upset that there are so many millionaires in France. Comrades, anyone who owns a two-bedroom apartment in Paris is a USD millionaire. Why donât you get a real job instead of demanding to steal other peopleâs Money? F9oto
On the 26th of September:
đđ˝Silver soars to $46 for the first time since 2011
đđ˝The price of gold is back above $3,800, approaching yet another record high. (And for those wondering why I keep posting about gold: the succession of record levels reflects essential economic, financial, and geopolitical forces that are increasingly secular in nature.)
đđ˝Foreign investors are not selling US debt. They are buying- Bloomberg.
đđ˝US manufacturing and construction are experiencing recession-like conditions, per FT
đđ˝Von der Leyen has become embroiled in a new scandal over text messages to Macron. Hungarian MEP Kinga GĂĄl stated this: âThe European Ombudsman has launched an investigation into her correspondence with President Macron about the EU-Mercosur agreement. Just like in the Pfizer scandal, these messages have also gone missing.â Experts find Von der Leyenâs explanation â that she deleted her correspondence with Macron to free up space on her phone â to be incredible, reports Politico. Source: https://www.politico.eu/article/deleting-text-save-space-ursula-von-der-leyen/
đđ˝August PCE inflation, the Fedâs preferred inflation measure, rises to 2.7%, in line with expectations of 2.7%. Core PCE inflation was 2.9%, in line with expectations. PCE inflation is at its highest since February 2025. Yet, the Fed will keep cutting rates.
đđ˝The US dollar remains the most critical fiat reserve asset in the monetary system. IMF.
On the 28th of September:
đđ˝The UK: The NHS says first-cousin marriage is linked to âstronger extended family support systems and economic advantagesâ George Orwell could not have imagined a country stupider than the modern UK. âItâs not happening. Itâs not happening, and youâre racist. Itâs happening, but itâs very rare. Itâs happening a lot, and itâs a good thing.â
Ffs, you know when youâve reached the âincest is good, actuallyâ level of cultural enrichment that things have gone too far.
đđ˝A staggering $7.7 trillion is now sitting in Money Market Funds, a new all-time high.
đđ˝TKL: âWorld central banks have cut rates 168 times over the last 12 months, the 3rd highest reading this century. The previous cycle peak was 196 cumulative 12-month rate reductions in June 2020. By comparison, following the 2008 Financial Crisis, global central banks cut rates as many as 249 times in the 12 months ending October 2009. While the US Fed was one of the last to join the rate cut cycle, two more rate cuts are expected by year-end. The Fed is joining the pivot in global monetary policy.â
On the 29th of September:
đđ˝TKL: âGold just made its 38th all-time high of 2025 with gold futures now up +43% year-to-date. This puts gold on track for its best year since 1979 as the Fed cuts rates into 3%+ inflation. Gold knows whatâs coming next.â
As the record gold run accelerates, US gold reserves have just exceeded $1 TRILLION for the first time in history. The US now holds ~2.4 TIMES more gold than Germany, the 2nd-largest holder in the world.
Investors are piling into gold funds like never before: The largest gold ETF has attracted +$2.3 billion in net inflows so far in September. This marks the 7th monthly net inflow over the last 8 months. Year-to-date, has pulled in +$13.4 billion of capital, the most since the 2020 pandemic. Meanwhile, gold held by bullion-backed ETFs reached its highest level since mid-2022. As a result, gold is on track for its 7th quarterly gain over the last 8 quarters, its best streak since 2020. This gold rush is unprecedented. Got Bitcoin?
Great thread by TLK on Gold and the ramifications: https://threadreaderapp.com/thread/1972679656588419504.html
đđ˝âWow, 83% of Germans and 80% of the French say that their governments have been mishandling immigration. Can someone please explain why the governments there donât course correct despite such massive public discontent?â - Michael A. Arouet

đđ˝The BLS announces it will not release economic data, including Fridayâs jobs report, in the event of a US Government shutdown. There is currently a 74% chance that the US government will shut down on Wednesday, per Kalshi.

đIf you have made it this far, I would like to give you a little gift:
They covered:
- Gold & Bitcoin price trends
- Chances of a severe recession
- Will mortgage rates ever fall back to 3â4%?
- Stablecoins and plans to address US debt
- Which Bitcoin treasury companies does she/would invest in
- How can an average person secure their financial future While other analysts forecast âmassive boomâ or âmassive doom,â Lynâs analysis cuts straight down the middle. Timecodes: 00:00 Lynâs Macro Outlook 2:58 Will We Have a Major Recession? 7:08 Gradual Economic Changes Coming 11:16 Are More Fed Rate Cuts Coming? 14:37 When Will Mortgage Rates Drop? 17:47 Scott Bessentâs Debt Plan 22:32 Acquiring Hard Assets Like Bitcoin 26:03 The Future of Stablecoins 35:21 Countryâs Plan to Pay Off Debt 40:12 Has Bitcoin Underperformed? 42:47 Evaluating Bitcoin Treasuries 45:25 Lyn Alden is Bullish on Bitcoin 46:49 Worries About the Market
Watch here: https://youtu.be/V2r0EaJQwLA
Credit: I have used multiple sources!
My savings account: Bitcoin The tool I recommend for setting up a Bitcoin savings plan: PocketBitcoin, especially suited for beginners or people who want to invest in Bitcoin with an automated investment plan once a week or monthly.
Use the code SE3997
Get your Bitcoin out of exchanges. Save them on a hardware wallet, run your own nodeâŚbe your own bank. Not your keys, not your coins. Itâs that simple. â â â â
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