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Hey there, Heroic Hodlers! 💪

This is the Hodl Report, where we find the bright side of every dip and keep you smiling through the sea of red. 📉

This week, we’re covering:

• Market mood swings 🎢

• 2025 market movers 💥

• Most important news from the week 📰

• Crypto laughs 😂

Ah, crypto.

You’re one wild, unpredictable rollercoaster.

We wouldn’t have it any other way!

After reclaiming the $100K throne, Bitcoin decided to spice things up by dipping back into the low $90Ks.

At this point, it’s like watching a moody teen trying to decide whether to storm out of the room or stay and argue. 🤬

The Drama of the Week?

This week’s market chaos wasn’t triggered by Powell’s big mouth (for once) but by the Job Openings and Labor Turnover Survey (JOLTS) reporting higher job openings.

And wow, the markets (both crypto and TradFi) faceplanted harder than a frat boy during keg stand number three!

Here’s the “connect-the-dots” logic the market used to paint everything red:

1. Higher job openings → tighter labor market → wages increase.

2. Higher wages → more consumer spending → rising inflation.

3. Rising inflation → fewer Fed rate cuts in 2025.

4. Fewer rate cuts → risk assets (like Bitcoin) get sad. 😢

That’s a lot of leaps to make and a lot of mental gymnastics, especially when fundamentals haven’t changed. But hey, traders love a good panic party. 🎉

Bitcoin’s Mood Swings: Red Market PTSD

Bitcoin thrives on rate cuts, so naturally, it wasn’t thrilled. But let’s be real - this whole narrative feels like a stretch. The market’s meltdown makes one thing clear: the herd mentality is alive and kicking.

At the macro level, there are so many moving parts that trying to predict the outcome is like playing darts blindfolded, yet the market still insists on taking the shot.

So, should we worry?

Nah.

Fundamentals are still solid and haven’t changed, and if anything, inflation fears should boost demand for hard assets like Bitcoin.

It’s another classic “buy the dip” moment…if you’ve got anything left after buying the previous dip(s).

Silk Road Bitcoin: To Sell or Not to Sell?

Speaking of market drama, the U.S. just got the green light to sell seized Silk Road Bitcoin.

$6.5B worth.

Many hoped this stash would become part of a Strategic Bitcoin Reserve, especially with Trump promising not to sell any. But Biden’s administration seems intent on squeezing in as much chaos as possible before the handover.

So, what happens next?

More volatility, probably.

Strap in - it’s not over until Trump takes office.

And then?

We’ll be trading the volatility of today for a whole new flavor.

Adoption Speculation: The Bright Spot

Amid all the inflation PTSD, there’s some light at the end of the tunnel - nation-state adoption rumors.

It’s the classic tug-of-war: inflation concerns pull the market down, while adoption narratives push it back up.

This week’s adoption whispers have us wondering: could continued crypto adoption be the key to breaking Bitcoin out of its $90K funk?

Only time will tell, but if history is any indicator, the next pump isn’t if - it’s when.

On that note, let’s dive back into the key market drivers we’ll be keeping an eye on in 2025. 👇

Key Market Movers to Watch in 2025

Forget the moon, 2025 might just be the year crypto goes intergalactic.

Whether it’s nation-states stacking Bitcoin or meme coins stealing the spotlight, here are 4 key drivers set to shake up crypto prices and adoption in the year ahead.

1. Nation-State Adoption: Bitcoin Goes Global

First up, let’s talk Strategic Bitcoin Reserves (SBRs). Polymarket gives a 72% chance that at least one new country will jump on the Bitcoin bandwagon in 2025. For context, that’s about the same odds as your favorite altcoin not rug-pulling (pretty solid).

Even Fidelity is in on the action. Their latest report predicts that rising inflation, currency debasement, and fiscal deficits will push more nations, central banks, and sovereign wealth funds to buy Bitcoin.

As we covered last week, plenty of other big names are also betting on more nation-state Bitcoin adoption rolling in next year.

TLDR: if 2024 was the year of the ETF, 2025 might be the year of the SBR.

Oh, and Trump’s inauguration is just 11 days away. Polymarket says there’s a 27% chance that Trump will create a SBR within his first 100 days. Whether or not that happens, expect something spicy to come from the new administration.

2. Friendlier Regulation = Institutional FOMO

Regulatory vibes are turning warmer (finally), and the Trump team’s pro-Bitcoin stance will bring some big players off the sidelines. With clearer regulation, many endowment, pension and other huge funds currently parked in “wait-and-see” mode, will finally be able to start allocating portions of their billions into Bitcoin.

It’s not just hypothetical - corporate and fund treasuries have already shown interest, and a little regulatory nudge will help send demand through the roof.

3. MicroStrategy: The Whale That Never Stops Eating

If MicroStrategy had a theme song, it’d be “Can’t Stop, Won’t Stop”. Michael Saylor’s Bitcoin-buying binge continued this past week with another 1,070 BTC purchase worth $101M.

Quick recap:

• Total BTC purchased in 2024 = 258,320 BTC for $22.07 billion.

• Total holdings: 447,470 BTC.

At this rate, Saylor’s securing his spot in the Bitcoin Hall of Fame.

4. Retail FOMO and the Rise of Memes

Retail FOMO hasn’t hit full throttle this cycle…yet.

As media narratives heat up, expect retail investors to pour in. Remember what happened last time Dogecoin made headlines? Now with the Department of Government Efficiency (DOGE) set up to play a more “serious” role in efficiency, expect a lot of DOGE memes and even more Dogecoin pumps.

Other big announcements that attract media attention are crypto ETF approvals. And with many in the application stage waiting for approval, it’s only a matter of time.

Ripple is optimistic about being the first to get their ETF approved, while Solana is another top contender.

Both of which would be a massive catalyst for the market.

Stay in the Know

Crypto in 2025 is shaping up to be one wild ride. Whether it’s nation-states buying Bitcoin or DOGE memes driving retail interest, the only way to keep up is to stay plugged in.

We’ll be here every step of the way, bringing you updates, insights, and (of course) trading moves to navigate the chaos.

Let’s make 2025 the year of hodling and winning. 🚀

1. Thailand Tests Crypto Payments in Phuket: Thailand is piloting a cryptocurrency payment system in Phuket, signaling a move toward broader digital asset adoption. If successful, this could pave the way for crypto integration in other tourist hotspots.

2. Eric Trump Meets Michael Saylor: Eric Trump and Michael Saylor discussed Bitcoin adoption during a private meeting, fueling speculation about future U.S. crypto policies. Could this signal the Trump administration's warming stance toward Bitcoin?

3. Man Ordered to Surrender Keys to $124M Bitcoin Stash: A Texas court ruled that a Bitcoin investor must surrender private keys to $124 million in crypto holdings. The case highlights the legal gray areas around asset custody and private keys.

4. Elon Musk Backs Canadian Crypto-Friendly Politician: Elon Musk and crypto leaders are rallying behind Pierre Poilievre as Canada prepares for leadership changes. Poilievre’s pro-crypto stance could reshape the country’s digital asset policies.

5. Sol Strategies Wants to Be the MicroStrategy of Solana: Sol Strategies announced its goal to become the “MicroStrategy of Solana,” focusing on accumulating massive SOL holdings. This move could further institutionalize Solana as a major blockchain contender.

6. Bhutan’s Digital Asset Push: Bhutan’s government is embracing digital assets, releasing a comprehensive framework to encourage crypto use in its economy. The move aims to boost innovation and attract global crypto players.

7. Coinbase Appeals Howey Question in Federal Court: Coinbase is challenging the SEC’s interpretation of securities laws in federal court. The outcome could set a major precedent for crypto regulation in the U.S.

8. Canadian Bitcoin Kidnapping Forces Moderator into Hiding: A Bitcoin forum moderator was forced into hiding after surviving a kidnapping attempt in Canada. The incident underscores the risks associated with public involvement in crypto.

9. Coinbase Reveals FDIC Pressure on Bitcoin Services: Coinbase leaked letters from the FDIC, revealing attempts to discourage banks from supporting Bitcoin services. The disclosure raises questions about regulatory motives.

10. China’s 2025 Plans Could Explode Bitcoin Prices: A leaked report warns of China’s strategic crypto moves in 2025, which could have major implications for Bitcoin’s price. The global crypto market is bracing for potential disruption.

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).