🎉 Happy New Year, Bitcoiners! 🎉

2025 is shaping up to be a monumental year for Bitcoin, and we’re kicking things off with a bang! 🚀💎

💥 Here’s what we’ve got in store for you in this week’s powerhouse newsletter:

1.  🚀 Why 2025 Is Shaping Up to Be Massive for Bitcoin 

2.  Is Bitcoin the New S&P 500? 

3.  Spanish Banking Giant BBVA Moves Into Bitcoin 

4. China’s Cango Inc. Holds Bitcoin On Its Balance Sheet - and Mines It Too!

5. Hong Kong Embracing Bitcoin

6. Citizens’ Proposal Formally Underway To Mandate Swiss National Bank Holds Bitcoin

🚀 Bitcoin Hanging Around $100,000 USD

Bitcoin continues to chop around the $100,000 USD milestone 💎🌕.

🚀 Why 2025 Is Shaping Up to Be Massive for Bitcoin 🚀

The momentum for Bitcoin in 2025 is undeniable, with several powerful drivers converging to solidify its role as a global financial asset.

Here’s why next year could redefine Bitcoin’s future:

1️⃣ FASB Accounting Standards: The Financial Accounting Standards Board (FASB) is introducing new rules allowing companies to report Bitcoin at fair value, replacing restrictive impairment accounting. 💼📊

2️⃣ U.S. Strategic Bitcoin Reserve: Discussions around a U.S. strategic Bitcoin reserve are heating up, especially after Michael Saylor met with Eric Trump at Mar-a-Lago.

3️⃣ MicroStrategy’s Continued Aggressive Bitcoin Purchases: In 2025, the company will continue to aggressively roll out its $42 billion buy Bitcoin plan through convertible debt and share issuances.

And MicroStrategy’s success will continue to inspire other companies - like Japan’s MetaPlanet in 2024 - to see Bitcoin as a strategic asset for inflation protection and financial resilience. 📈✨

4️⃣ Bitcoin Spot ETFs: With $35 billion in inflows, U.S. spot Bitcoin ETFs are making BTC accessible to traditional investors. As these products gain traction, they’re expected to attract even more capital in 2025. 🏆📊

💥 Is Bitcoin the New S&P 500? 💥

In his latest blog post, Anthony Pompliano argues that Bitcoin is replacing the S&P 500 as the ultimate benchmark for investors. 🚀

For decades, the S&P 500 has been the gold standard for measuring market performance. But in 2024, Bitcoin delivered a ~120% return, far outpacing the S&P 500’s 23.3%, Berkshire Hathaway’s 25.5%, and even gold.

Here’s the kicker: You don’t need hedge fund analysts or complex strategies to beat the market anymore. Just buy Bitcoin and hold. It’s simple, effective, and outperforming legacy assets year after year.

Bitcoin is also becoming a critical macroeconomic indicator. A leading CIO recently shared that global liquidity and Bitcoin’s price are the first metrics checked in their investment process. Why?

With its finite supply, unmatched performance, higher Sharpe ratio, and 24/7 liquidity, Bitcoin is emerging as the apex predator of financial markets. 🏆💎

Pomp highlights that hedge funds struggle to beat Bitcoin, while individual investors can simply buy and hold to outperform traditional assets.

📈 The New Standard: Younger generations already view Bitcoin as the ultimate performance benchmark. Traditional investors may resist, but the reality is clear—Bitcoin’s 80% compound annual growth rate over the last decade is unmatched.

💡 Takeaway: If you can’t beat Bitcoin, join it. Start thinking in terms of the Bitcoin Standard, because this is the future of investing.

🚨 Spanish Banking Giant BBVA Takes a Bold Step With Bitcoin! 🚨

Spanish banking giant BBVA is accelerating its crypto game! 🌊💰

Through its majority-owned Turkish subsidiary, Garanti BBVA Kripto, the bank is set to offer crypto trading services to the public, powered by Spain’s Bit2Me as its trading execution partner. 💻⚡

What’s driving this momentum? The clarity provided by MiCA regulation, the success of U.S. Bitcoin ETFs with $35 billion in inflows, and even a pro-crypto stance from U.S. President-elect Donald Trump.

With $857 billion in assets, BBVA joins European heavyweights like Deutsche Bank and Société Générale in leading the charge into crypto. This isn’t just a trend—it’s the future of finance. 🏆🔗

💡 Stay tuned as banks and Bitcoin converge faster than ever!

📢 Cango Inc. Puts Bitcoin on Its Balance Sheet—and Mines It Too! ⛏️💰

🚀 Chinese automotive finance giant Cango Inc., a publicly traded company, is making waves with 933.8 Bitcoin on its balance sheet, valued at an incredible $91 MILLION! 💎

✨ And here’s the kicker—they’re actively mining Bitcoin to grow their reserves. 🌍⚡

This move highlights a global truth: Bitcoin’s appeal knows no borders.

From Silicon Valley to Shanghai, companies worldwide are waking up to Bitcoin’s potential as the ultimate store of value.

🌏💰 By mining and holding BTC, Cango is leveraging digital gold to secure its financial future. 🏆📈

📢 Hong Kong Embraces Bitcoin: Yuxing Technology Leads the Charge! 🚀

Hong Kong-listed Yuxing Technology has entered the Bitcoin market, purchasing 78.2 Bitcoin for a whopping $6.3 million at an average price of $80,960 per BTC.

To fund this purchase, Yuxing sold 6.3 million USDT, converting it directly into Bitcoin—a clear sign of its confidence in the future of digital assets. 💎💰

💡 Bitcoin To Be Added To Hong Kong’s Treasury? 

Hong Kong lawmaker Wu Jiexhuang is pushing for Bitcoin to be included in the region’s financial reserves. He argues that this move could enhance Hong Kong’s financial stability and inspire other global economies to follow suit. 🇭🇰✨

💥 Citizens Proposal Formally Underway To Mandate Swiss National Bank Hold Bitcoin 💥

The Swiss Federal Chancellery has officially set a proposal in motion to mandate the Swiss National Bank (SNB) to hold Bitcoin on its balance sheet, alongside gold.

To make it happen, the proposal needs 100,000 signatures by June 2026 to trigger a public referendum. That’s just 1.12% of Switzerland’s 8.9 million population. 🖊️✨

If successful, the Swiss Federal Constitution would be amended to include Bitcoin as a strategic reserve asset for the SNB. The proposal aims to promote a “financially sound, sovereign, and responsible Switzerland.”

🌍 Why It Matters:

• Switzerland’s move could inspire other nations to adopt Bitcoin as a reserve asset, following discussions in Brazil, Poland, and the U.S..

• Cities like Lugano are already paving the way for adoption, with over 260 merchants accepting Bitcoin and hosting the annual Plan ₿ Conference.

Tweet of The Week

Podcast of The Week

MARA Holdings Revolutionising Bitcoin Mining 💥

In a recent discussion, Preston Pysh and Sam Callahan broke down Marathon Digital Holdings’ (MARA) game-changing strategy to grow its Bitcoin holdings. 🚀💎

MARA is leveraging convertible debt—raising capital through zero-coupon bonds that can later convert to equity.

This savvy move minimizes shareholder dilution while boosting their Bitcoin reserves, positioning MARA to capitalize on Bitcoin’s price appreciation. 📈✨

Pysh called this strategy a “shot fired across the bow” for other Bitcoin miners. The message? Adapt or fall behind in the ultra-competitive mining space. ⛏️⚡

As Bitcoin mining heats up, Marathon Digital is setting the bar high. Will other miners follow suit?

If you have questions about how Bitcoin could help you or your business, please don’t hesitate to reach out for a free 30-minute consultation 🕒. We're here to help you navigate the future of Bitcoin 💡

Thanks for reading! We hope you’ve enjoyed this week’s edition and look forward to seeing you next week! 👋

For more information and updates, visit Bitcoin on Balance.

Daniel 

for Bitcoin on Balance

32 York Street, Sydney NSW 2000, Australia

https://www.bitcoinonbalance.com/