BTC Weekly

Your weekly roundup of Bitcoin’s key developments—balanced, trusted, concise.

[Michael Saylor @saylor]

Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand.

[Eric Balchunas @EricBalchunas]

Here's why I personally would not compare bitcoin to tulips (no matter how bad the selloff). Tulips rose and collapsed in like 3yrs. Punched once in face and KO'd. Bitcoin has comeback from like 6-7 haymakers to reach ATHs and has survived 17yrs. The endurance alone warrants shedding Tulip comp, let alone the fact that it's STILL up like 250% past 3yrs and was up 122% last year. The thing is some ppl just hate this asset and want to enrage the ppl who like it. That will prob never change.

[BTC Weekly @BtcWeeklyOrg]

Harvard’s Endowment, Luxembourg’s Sovereign Wealth Fund, and Czech National Bank are all buying $BTC https://t.co/ks8PfzdYGT

[BTC Weekly @BtcWeeklyOrg]

Week 44 of BTC Weekly is out. Major institutional moves: Morgan Stanley recommends Bitcoin allocations, JPMorgan accepts Bitcoin as collateral, Luxembourg’s sovereign wealth fund buys Bitcoin, Citibank launches custody service in 2026. Plus Coinbase’s increased holdings, Samsung-Coinbase partnership, and more. Read the full roundup. https://t.co/8aeOwCZWz1

[Jordi Visser @jvisserlabs]

https://t.co/gCWSQ3bk8M

[BTC Weekly @BtcWeeklyOrg]

BTC Weekly: Week 40 is here!
This week’s top stories:
• Vanguard preparing to offer crypto ETFs
• IRS exempts Strategy from CAMT on Bitcoin holdings
• Treasury Council launched to push Bitcoin adoption in Congress
Full roundup: https://t.co/DIEFWYuzbo
#Bitcoin #BTC

[BTC Weekly @BtcWeeklyOrg]

Week 37 updates:

• Coinbase requests court sanctions against SEC
• Gemini raises $425M in Nasdaq debut
• IREN hits 52-week high on AI expansion

Plus global Bitcoin developments.

Full roundup 👇

https://t.co/iXyi8lce9Y

[BTC Weekly @BtcWeeklyOrg]

@DidymusLevi @EricBalchunas If you believe BTC is going much higher, sure. You’re using “historically” to a compare a company with a completely different business model. You’re calling 5 year, 2 year, and 1 year charts “deceptive,” while cherry picking a 10 month time frame from an all time high peak.

[BTC Weekly @BtcWeeklyOrg]

@DidymusLevi @EricBalchunas Historically as in before they adopted Bitcoin? 5 year, 2 year, 1 year YTD charts all in green. The end.

[Trung Phan @TrungTPhan]

@EricBalchunas Michael Saylor rn

[BTC Weekly @BtcWeeklyOrg]

@DidymusLevi @EricBalchunas In what world?

[BTC Weekly @BtcWeeklyOrg]

This week: Japan's $880M Bitcoin buy, SoFi launches Lightning payments, Thailand rolls out crypto-to-baht conversion for tourists: https://t.co/JXz1XV1YFa

[Nate Geraci @NateGeraci]

How can this be…

I was told this only happens in crypto.

[BTC Weekly @BtcWeeklyOrg]

@TXMCtrades @IamBitcoinTrail So what are you comparing the $2T starting point to? NVDA, MSFT, AAPL, GOOG, AMZN? Obviously, Bitcoin isn’t an equity either.

[Don’t Follow Shardi B If You Hate Money @ShardiB2]

$BTC BLUE SKIES!!!

[BTC Weekly @BtcWeeklyOrg]

@BitcoinMagazine The best use case is for each individual to decide. It doesn’t need to be absolute, and doesn’t need to fit in one box.

[BTC Weekly @BtcWeeklyOrg]

@themoralmoney @PunterJeff @TXMCtrades Exactly, a ponzi relies on a constant stream of new investors and has no legitimate investment. Strategy relies on the appreciation of Bitcoin, the hardest asset in the world. You can call any stock on the market “adjacent.”

[BTC Weekly @BtcWeeklyOrg]

Bitcoin hits 401ks, bank custody, home loan reserves, Schwab trading, Texas $10M reserve, and Edelman’s 10-40% crypto allocation. #Bitcoin https://t.co/872uA7e8FQ

[BTC Weekly @BtcWeeklyOrg]

Probability $MSTR will be added to the S&P 500 in 2025:
GPT-4o: 80%
Claude Sonnet 4: 75-85%
Grok 3: 75%
Llama 4: 70-85%
Gemini 2.5 Flash: 60-75%

Prompt:
Given MicroStrategy's (MSTR) current financial performance, Bitcoin's price stability above $95,240, and estimates suggesting a high likelihood of meeting S&P 500 eligibility criteria, what is the probability that MSTR will be included in the S&P 500 index in 2025? Consider the S&P committee's discretion and potential subjectivity in their decision-making process.

[Jeff Walton @PunterJeff]

13 days into Q3 (Sunday July 13th, 2025)

Strategy ( $MSTR) is sitting on a $8 Billion gain from BTC held on balance sheet

$620M gain per day.

$404,750 Gain per day, per employee.

Estimated ~ $22.7 EPS so far in Q3 2025
Q2 2025 EPS estimate: $36 - $40 (TBD)

$MSTR Trailing 12 month EPS estimate is ~ $66/share
With $MSTR @ $450 / share, the implied P/E ratio is ~ 6.8

The S&P 500 average PE ratio is 26....

🟩👆🏼