By the end of 2025, I’ll have $BTC (-1.44%) triggered the bear market. What do you think? Should I slowly start the bull market again now? Or do you want prices to stay low a little longer?

🚀 Bull market. Now.

😂 Just a little more line dancing, please. I’m really in the zone right now, and the person across from me is really cute

♥️ Please feed the bears a little more so they get fat enough for hibernation and don’t have to die a cruel death

😭 That junk has to go. It has no intrinsic value. It doesn’t pay dividends. Bad for the environment. I’d rather set off fireworks on New Year’s Eve. Let it drop to zero

Let me know. I’ll make it happen for you.

Yours,

President Donkey 💋

Last week, Japan and the U.S. Treasury Department took coordinated action—Japan sold euros and propped up the yen after it had fallen to record lows. But Japan’s currency weakness has deeper roots: Inflation is picking up, while the Bank of Japan (BOJ) is keeping its monetary policy far too loose. Yet Japan has little room to maneuver. Public debt stands at around 230 percent of GDP, and the BOJ holds about half of it. If the central bank were to raise interest rates significantly, it would incur enormous costs—but any delay in normalization further erodes confidence in the yen.

The real risk lies in the interest rate differential with the U.S. Higher Japanese yields would narrow the spread with U.S. yields and could trigger a massive unwinding of carry trades—a scenario that would weigh on risk assets and intensify selling pressure on U.S. Treasuries. That is why the BOJ is forced to sell U.S. Treasuries to defend the yen without raising its own interest rates. That was also the reason for Washington’s intervention: to limit these sales—at a time when the 30-year Treasury yield had risen to its highest level since 2007. However, the BOJ seems too complacent. The longer normalization is postponed, the greater the risk of a sudden, sharp adjustment.

The most likely outcome is precisely such a broad unwinding of carry trades. That would hit the U.S. bond market at a particularly fragile moment—yields are already elevated, the federal debt continues to grow, and government bond issuance and refinancing remain substantial, with a maturity structure heavily concentrated in the short-term segment after the market had positioned itself for interest rate cuts that had been expected prior to the Iran conflict. Additional selling pressure in such an environment could become massive and force the Federal Reserve into its customary role as buyer of last resort. Whether through Fed liquidity injections or a highly indebted BOJ fighting to preserve the yen’s credibility—the message is the same: The macro environment is becoming increasingly favorable for scarce stores of value such as $GOLD and $BTC (-1.44%).

$BITC (-0.21%)

Thank you 🙏🏻. Feel free to share.

Link: https://epetitionen.bundestag.de/petitionen/_2026/_05/_30/Petition_201716.nc.html

$BTC (-1.44%)
$ETH (-0.13%)
$SOL (-0.18%)
$BNB (-0.17%)
$XRP (-1.58%)
$TRX (+0.06%)
$HYPE (-2.35%)
$ASTER (-0.52%)
$GRAM (-5.08%)$BITC (-0.21%)
$COIN (+0.59%)
$MSTR (+0.29%)
$STRC
#steuer
#steuern
#petition

The global macroeconomic environment deteriorated significantly last week: Asia saw a record-high unwinding of leveraged positions, the FOMC made a controversial decision, and the sell-off in the AI sector continued. The crypto market’s reaction, by contrast, was relatively subdued. Bitcoin fell by about three percent over the course of the week and continued to trade within a range of $63,300 to $65,500. Even the now-likely delay of the Clarity Act—which is not expected to be placed on the Senate’s agenda until after the summer recess—had little impact on this range. Despite outflows totaling $426 million in the seven days leading up to the close of trading on Wednesday, the relative stability of $BTC (-1.44%) provided some relief compared to a significantly more volatile stock market. (Data source: Bloomberg; the calculation is based on the sum of fund flows over this seven-day period, as the text was written on Thursday morning.)

Text: Alexandre Schmidt, CoinShares’ Equity Index Manager

$BITC (-0.21%)

Hello, dear community,

Here is a chart showing the current composition of my portfolio. Since I’m already in the final third of my professional career, it’s no longer about chasing maximum returns at all costs. Instead, preserving my wealth is becoming increasingly important.

Parameters:

• Monthly savings plan: ~2k into $TDIV (+0.76%) + $BTC (-1.44%)

• Reinvestment of all dividends

• Buy-and-hold as much as possible (mostly)

• Cash flow

(Bitcoin savings up to a max. of 5%)

Since the TEC sector in particular has performed impressively recently—and this is accordingly affecting the portfolio weighting—I’m definitely considering shifting into dividend-paying quality stocks. In principle, this goes against my investment thesis, and any sales would trigger capital gains tax in full.

(Tax exemption and loss carryforward have been fully utilized)

I’d appreciate honest feedback—feel free to be critical! Thank you 😊

Here are all the positions in your aggregated portfolio with their current weightings (as of August 2, 2026):

- Xtrackers MSCI World ETF: 13.99%

- Allianz: 4.49%

- Apple: 4.37%

- Alphabet Inc. Class A: 4.31%

- Munich Re: 4.28%

- General Electric: 4.24%

- Amazon: 3.99%

- GE Vernova: 3.87%

- Nvidia: 3.77%

- DHL Group: 3.69%

- Daimler Truck: 3.47%

- Microsoft: 3.39%

- Deutsche Telekom: 2.44%

- Siemens AG: 2.33%

- Taiwan Semiconductor Manufacturing ADR: 2.22%

- Bitcoin: 2.20%

- Amundi MSCI Emerging Markets II: 2.12%

- Main Street Capital: 1.93%

- Coca-Cola: 1.91%

- Xtrackers Stoxx Europe 600 ETF: 1.90%

- Meta Platforms: 1.80%

- Procter & Gamble: 1.79%

- Amundi MSCI Emerging Markets Swap II: 1.67%

- JP Morgan: 1.62%

- VanEck Morningstar Developed Markets Dividend Leaders: 1.61%

- UnitedHealth Group: 1.58%

- General Mills: 1.32%

- Salesforce: 1.27%

- Mastercard: 1.18%

- Unilever PLC: 1.16%

- VICI: 1.11%

- Johnson & Johnson: 1.07%

- Cibus Real Estate AB: 1.05%

- British American Tobacco: 1.04%

- McDonald's: 1.03%

- SAP: 1.00%

- Agree Realty: 0.98%

- E.ON: 0.92%

- Rio Tinto: 0.66%

- iShares Physical Gold ETC: 0.39%

- Kraken Robotics: 0.36%

- Rocket Lab Corp: 0.36%

- Ethereum: 0.12%

Then you should check your $BTC (-1.44%) . If your Bitcoin are still there, send them to a secure address as soon as possible. Or send them to me 😘

https://news.bitcoin.com/de/security/coldcard-hacker-erbeutete-innerhalb-von-10-minuten-30-millionen-dollar-indem-er-es-auf-grosse-wallets-abgesehen-hatte/

We’ve worked our way through the story of Satoshi, the blockchain, miners, nodes, wallets, Lightning, and open source. You now know how Bitcoin works. To wrap up this series, we’ll ask the most important question of all: Where will this journey take us in the coming years and decades?

The future of Bitcoin cannot be predicted by reading tea leaves, but rather by two fundamental principles: economic logic and mathematical growth patterns.

Here’s a look at what lies ahead:

1. The Bitcoin Power Law (The Mathematical Power Law) 📐

Many people try to chart the Bitcoin price using chaotic lines or short-term news. But if you look at Bitcoin over the long term and on a so-called logarithmic scale, you’ll recognize a fascinating pattern: the power law.

In physics and biology, power laws describe natural growth processes (such as the structure of galaxies or the growth of cities). For over 17 years, Bitcoin has followed such a mathematical law with astonishing precision. It describes the long-term, unstoppable adaptation driven by the network effect. In the short term, the price fluctuates wildly, but in the long term, the mathematical reality of scarcity pulls the price upward like a magnet.

2. The Bitcoin Standard: The Return to Hard Money 🏛️

In his bestseller *The Bitcoin Standard*, economist Saifedean Ammous describes how societies have historically flourished whenever they have used “hard money” (which cannot be arbitrarily multiplied, like gold in the past).

Our current fiat money system (euro/dollar) is constantly losing value due to inflation. Bitcoin is the hardest money humanity has ever invented. The long-term vision is a transition to a new standard: a global economic system in which prices are measured in a currency with an absolutely limited supply. This rewards long-term saving rather than blind consumption on credit.

3. The Unstoppable Adoption (Hyperbitcoinization) 🌍

The journey began as an experiment by a few IT geeks. Today, publicly traded corporations (such as MicroStrategy) hold billions in Bitcoin, the first countries (such as El Salvador) are using it as legal tender, and giant asset managers (such as BlackRock) have integrated it into traditional Wall Street.

Bitcoin is growing faster than the internet did in its early days. Once this network is used by billions of people—whether as a hedge against currency devaluation in developing countries or as digital gold in the Western world—it will change the rules of the game when it comes to global power.

💡 The takeaway from this entire series:

Bitcoin is not a passing trend, nor is it merely a speculative toy. It is a fundamental discovery for humanity: the first time we’ve created absolute, decentralized digital scarcity. A system that belongs to no one but is open to everyone.

It’s not too late—we’re just at the beginning of this evolution.

That wraps up my 8-part series on the basics of Bitcoin! 🚀

Which part was the most eye-opening for you? Are you ready for the Bitcoin Standard, or do you still have doubts? If you have any questions, feel free to leave them in the comments!👇

A huge thank you to all my new followers and everyone who followed the entire series—feel free to follow me for more content on my board! 🟧✨

$BTC (-1.44%)
#bitcoin
#bitcoinstandard
#powerlaw
#makroökonomie
#finanzen
#investing
#krypto
#zukunft
#anfänger
#finanziellefreiheit