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Yo, Bitcoin Bulls!

You’re reading the Hodl Report, where our summaries and insights are deeper than the list of SEC lawsuits being dropped! ⚖️🔥

This week, we’re diving into:

• Macro moves & market vibes 🌎

• Regulation developments ⚖️

• Strategic Bitcoin Reserve breakdown 🏦

• Biggest crypto headlines 📰

• Crypto Fun 😂

Bullish energy is high, sentiment is extreme fear, and Trump keeps dropping bullish crypto news almost daily… yet, markets aren’t moving.

Are they broken? Manipulated? Both?

Best answer?

Bitcoin follows M2 money supply. As we covered on Tuesday - news and announcements might shake things up short-term - but liquidity (fresh cash) is what actually drives markets forward for the long term.

Rational Arthur Hayes sees through the short term pumps and continues to believe liquidity is the main driver.

📈 When in doubt, zoom out.

So, are we still in a bull market?

Yes.

But if the past few months have reinforced what we already knew, it’s that:
✔️ When Bitcoin dips, altcoins dip harder
✔️ When altcoins dip, memecoins get obliterated

Don’t believe me?

Just open your Phantom wallet. 😆🤣😅😶😯😫😢😭

Why are things so chaotic for both crypto and TradFi? All the gains from post-Trump election hype?

Erased.

Think Trump’s gonna let that slide?

Yeah, no.

Expect liquidity injections sooner than people think.

But in the meantime, expect a continuation of Trump’s current weekly schedule:
📆 Monday – Roll back tariffs
📆 Tuesday – Reinstate tariffs
📆 Wednesday – Roll back tariffs
📆 Thursday – Reinstate tariffs
📆 Friday – Roll back tariffs
📆 Saturday – Golf
📆 Sunday – Major crypto announcement (plus golf).

Nothing makes sense, but that’s where we thrive.

Never forget Bitcoin’s supply is capped, but the FOMO isn’t. 🚀

🏛️ Regulation: The SEC Continues to Soften…

The deregulation trend continues and the SEC has continues to drop lawsuits. Looks like the agency is finally realizing it can’t fight the entire crypto industry at once and needs to make amends for the previous agency’s overzealousness.

Meanwhile, the SEC is hosting a roundtable to finally define what the heck a "crypto security" is.

Looks like they’re finally sorting crypto assets into proper categories and slapping on some legal definitions - about time.

Maybe now builders can actually launch without constantly looking over their shoulders.

Here’s how we see the digital asset categories shaping up:

Digital commodity - Like Bitcoin
Digital security - Like *cough XRP
Digital currency - Like USDC
Digital token - Like Render
Digital collectible - Like Trump Coin

Translation: They’re still figuring it out but on the right path.

Stay tuned.

The biggest news this week is of course, last night, President Trump signed an Executive Order establishing a Strategic Bitcoin Reserve (SBR), officially marking America’s entry into the Bitcoin accumulation race. 🚀

Sure, El Salvador and Bhutan got in early, but this is the big leagues now - the U.S. stepping in changes everything.

📝 What’s in the Strategic Bitcoin Reserve Plan?

📌 The U.S. Bitcoin Reserve kicks off with ~200K seized BTC, set for a full audit.
📌 No BTC in the reserve will be sold - ever (Hodl mentality).
📌 Treasury & Commerce can buy more BTC as long as it doesn’t cost taxpayers a dime.📌 A separate Digital Asset Stockpile will hold other seized crypto assets (ie. altcoins).
📌 Bitcoin is officially recognized as digital gold.
📌 Its security, decentralization, and 21M supply cap are now U.S. policy.

Oh, and Scott Bessent, the Treasury Secretary, just went on CNBC casually hinting at how the U.S. could continue accumulating Bitcoin over time.

This just put the global Bitcoin accumulation race into hyperdrive.

All of this leading up to perhaps one of the most important nights in crypto history…the Crypto Summit.

The guest list is stacked with big-name crypto players, just to keep the bullish vibes rolling.

It’s been a wild week for crypto news, and we can’t help but wonder - will the crypto summit drop even more bombshells?

One thing’s certain: Trump’s as impatient as any degen waiting for a pump.

You’d think the biggest pro-Bitcoin move in U.S. history would send prices soaring… nope.

Instead, Bitcoin dipped…why?

The market was disappointed that the U.S. didn’t announce a massive BTC buy alongside the order.

Translation: Markets are broken.

But that’s bullish because when reality catches up, we all know where this is headed. 🚀🔥

1. SBF Shares Prison Life Details, Mentions Diddy's Kindness: In a recent jailhouse interview, Sam Bankman-Fried discussed his interactions with fellow inmate Sean "Diddy" Combs, highlighting Diddy's supportive nature. He also shed light on the prison's unique "muffin economy," where muffins serve as a form of currency among inmates.

2. India's Dantewada District Adopts Avalanche Blockchain for Land Records: Dantewada district in India has integrated Avalanche blockchain technology to manage its land records system. This move aims to enhance transparency and security in land ownership documentation.

3. Nasdaq Plans 24-Hour Trading to Meet Global Demand: Nasdaq Inc. intends to introduce 24-hour trading on its U.S. exchange by the second half of 2026, aiming to cater to the increasing international appetite for U.S. equities. This initiative seeks to enhance trading volumes and market liquidity by accommodating investors across different time zones.

4. New Crypto ETFs Propose Inclusion of Additional Tokens: Recent crypto ETF proposals suggest adding tokens like Aptos (APT) and Axelar (AXL). This reflects a growing interest in diversifying crypto investment options.

5. CME Group to Launch Solana Futures on March 17: CME Group has announced plans to introduce Solana (SOL) futures contracts starting March 17, pending regulatory approval. This initiative aims to provide investors with more tools to manage cryptocurrency price risks.

6. El Salvador's Bukele Commits to Continued Bitcoin Purchases Amid IMF Pressure: President Nayib Bukele stated that El Salvador will persist in its daily Bitcoin acquisitions, despite the International Monetary Fund's recommendations to halt such purchases. The country currently holds 6,101 BTC, valued at approximately $534.5 million.

7. Memecoin Trading Volume Plummets 94% as Hype Diminishes: The trading volume for memecoins has experienced a sharp decline of 94%, indicating a significant cooling in the previously rampant memecoin mania. This downturn raises concerns about the sustainability of such speculative assets.

8. Construction Begins on El Salvador's Bitcoin City Airport: El Salvador has commenced the construction of its Bitcoin City Airport, intended to connect the forthcoming Bitcoin City to global destinations. However, recent reports suggest a shift in focus, with the project now being referred to as Pacific Airport, omitting direct mentions of Bitcoin City.

9. BlackRock Incorporates Bitcoin ETF into Model Portfolio: Asset management giant BlackRock has added the iShares Bitcoin Trust (IBIT) to its alternative asset model portfolio, allocating between 1% to 2%. This move signifies a growing institutional acceptance of Bitcoin as part of diversified investment strategies.

Big thanks for making it to the end of this week’s Hodl Report! 👊

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Happy Friday!

Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research).