Less Digital River, More Lipstick On A Pig For Bitcoin Strategic Reserve!

The price of Bitcoin and other cryptocurrencies continue to whiplash in response to more news from the While House about the so call Strategic crypto reserve. Trump had vowed to create a strategic Bitcoin reserve on the campaign trail, one of many crypto-related promises that helped fuel a surge in prices up until the day of his inauguration. Trump’s campaign pledge to create a strategic Bitcoin reserve was one of many promises designed to appeal to an industry that has emerged as source of significant political donations.

On March 6th President Donald Trump has signed the long-awaited order creating a strategic Bitcoin reserve and an additional stockpile of other digital assets. The order, was shared initially as a post on X by White House crypto czar David Sacks, indicated that the government wouldn’t use taxpayer money to fund a strategic reserve of the largest digital asset.

“The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it will not cost taxpayers a dime.”

The government holds about 200,000 Bitcoins seized over the past 15 years. That’s worth $17.5bn at today’s prices, with Trump’s order also calling for an audit of the government’s crypto holdings. The Department of Justice- which holds all the government’s seized Bitcoin- was seen selling the token intermittently on the open market in recent years.

This was a disappointment to many who had taken positions ahead of the announcement on the assumption that the Treasury would purchase additional crypto holdings. With this latest development, these positions are being unwound. While the creation of the Bitcoin-specific reserve fulfills a promise Trump made on the campaign trail, the details fell short of industry expectations.

To me this looks more like lipstick on a pig than a big strategic shift. But this was not what the pro-crypto community had been banking on.

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Less Digital River, More Lipstick On A Pig For Bitcoin Strategic Reserve!
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Less Digital River, More Lipstick On A Pig For Bitcoin Strategic Reserve!

The price of Bitcoin and other cryptocurrencies continue to whiplash in response to more news from the While House about the so call Strategic crypto reserve. Trump had vowed to create a strategic Bitcoin reserve on the campaign trail, one of many crypto-related promises that helped fuel a surge in prices up until the day of his inauguration. Trump’s campaign pledge to create a strategic Bitcoin reserve was one of many promises designed to appeal to an industry that has emerged as source of significant political donations.

On March 6th President Donald Trump has signed the long-awaited order creating a strategic Bitcoin reserve and an additional stockpile of other digital assets. The order, was shared initially as a post on X by White House crypto czar David Sacks, indicated that the government wouldn’t use taxpayer money to fund a strategic reserve of the largest digital asset.

“The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it will not cost taxpayers a dime.”

The government holds about 200,000 Bitcoins seized over the past 15 years. That’s worth $17.5bn at today’s prices, with Trump’s order also calling for an audit of the government’s crypto holdings. The Department of Justice- which holds all the government’s seized Bitcoin- was seen selling the token intermittently on the open market in recent years.

This was a disappointment to many who had taken positions ahead of the announcement on the assumption that the Treasury would purchase additional crypto holdings. With this latest development, these positions are being unwound. While the creation of the Bitcoin-specific reserve fulfills a promise Trump made on the campaign trail, the details fell short of industry expectations.

To me this looks more like lipstick on a pig than a big strategic shift. But this was not what the pro-crypto community had been banking on.

http://www.martinnorth.com/

Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/

Go to the Walk The World Universe at https://walktheworld.com.au/

Bitcoin Bursts Through 100K!

Bitcoin rose as much as 6.1% to $103,801 on Thursday before easing back. The crypto market overall has jumped by roughly $1.3 trillion since Trump’s election victory on Nov. 5 on a platform that includes a tight embrace of the crypto sector. The reason was President-elect Donald Trump’s pick of a crypto proponent to be the next head of the US securities regulator as he selected Paul Atkins to replace outgoing Securities & Exchange Commission Chair Gary Gensler, who cracked down on digital assets after a 2022 market rout exposed fraudulent practices and sparked costly blowups.

Trump has vowed to undo a Biden administration clampdown on digital assets, install friendly regulators and turn the US into the global home of crypto. The Republican even backed the idea of a strategic national Bitcoin reserve, though there are doubts over whether the latter objective is feasible.
Trump used to be a crypto skeptic but pivoted as the sector unleashed an election campaign war chest to further its interests.

http://www.martinnorth.com/

Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/

Go to the Walk The World Universe at https://walktheworld.com.au/

Is The Bitcoin Rocket Shooting For The Moon?

I caught up with Troy Harris a Crypto Advocate and Author of “CRYPTO NEW RICH” in the week Bitcoin rose above US$80,000 after the recent Trump victory.

We explored what is going on here, and what factors could drive the price of Bitcoin even higher.

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
Is The Bitcoin Rocket Shooting For The Moon?
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Is The Bitcoin Rocket Shooting For The Moon?

I caught up with Troy Harris a Crypto Advocate and Author of “CRYPTO NEW RICH” in the week Bitcoin rose above US$80,000 after the recent Trump victory.

We explored what is going on here, and what factors could drive the price of Bitcoin even higher.

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/

DFA Live Q&A HD Replay CBDC Vs Crypto: Who Wins? With Adam Stokes

This is an edited version of a live discussion about the current FTX debacle, the trajectory of Crypto, and the rise of Central Bank Digital Currencies. Is the future one of “harder, faster safer money”?

https://www.youtube.com/c/AdamStokes24

Go to the Walk The World Universe at https://walktheworld.com.au/

Digital Finance Analytics (DFA) Blog
Digital Finance Analytics (DFA) Blog
DFA Live Q&A HD Replay CBDC Vs Crypto: Who Wins? With Adam Stokes
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This Crypto Winter May Not Turn To Spring!

Well, those following my channel over recent years will know that I have been quite skeptical of Crypto wave, and while Crypto has gone through several major drops in its history, this time could be different. I was not impressed with so called celebrities starting spruiking them, including Kim Kardashian, but when financial mainstream started getting involved, my concerned grew. In the US, Fidelity’s plans to offer Bitcoin in 401(k)s – their equivalent of superannuation – could impact an entire generation.

Its worth recalling the sector spiked to around $3 trillion in total assets last November, before plunging to less than $1 trillion, with Bitcoin and a range of altcoins plunging from record highs.

What started this year in crypto markets as a “risk-off” bout of selling fueled by a Federal Reserve suddenly determined to rein in excesses has exposed a web of interconnectedness that looks a little like the tangle of derivatives that brought down the global financial system in 2008. The collapse of the Terra ecosystem — a much-hyped experiment in decentralized finance — began with its algorithmic stablecoin losing its peg to the US dollar, and ended with a bank run that made $40 billion of tokens virtually worthless. Crypto collateral that seemed valuable enough to support loans one day became deeply discounted or illiquid, putting the fates of a previously invincible hedge fund and several high-profile lenders in doubt.

The recent crypto plunge, with Bitcoin down about 70% from its peak, is fueling widespread financial troubles for companies involved in the space. Lenders like Celsius Network, Babel Finance and Vauld have suspended withdrawals, while firms such as Coinbase Global Inc. are cutting jobs. This is what is now being called a crypto winter – but will spring ever come?

Go to the Walk The World Universe at https://walktheworld.com.au/

What The ETF?

Bitcoin ETF’s are hitting the market but they need to be handled with caution, and represents a further intrusion of “main stream” financial thinking into Cryptoload. We discuss the latest developments, with the help of a recent The Conversation article.

https://theconversation.com/what-is-an-etf-and-why-is-it-driving-bitcoin-back-to-record-high-prices-170095

Go to the Walk The World Universe at https://walktheworld.com.au/

The El Salvador Factor – The DFA Daily 8th Sept 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

We look at the latest market movements and specifically how El Salvador unleashing their Chivo wallet as Bitcoin becomes legal tender.

Go to the Walk The World Universe at https://walktheworld.com.au/