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Marty Bent and John note that the supply of Bitcoin held by long-term holders has reached an all-time high of 84%. John views this as a classic signal of bear market bottom formation, aligning with historical patterns.
Matt Odell states that debanking and financial rugs will continue until self-custody of Bitcoin significantly improves. He emphasizes Bitcoin's role as permissionless money without counterparty risk, advocating for individuals to retain direct control over their wealth.
Jack Mallers stepped down as CEO of Strike's reverse-merged Bitcoin treasury company, which Dixon views as an escape from the "Cantar Fitzgerald Fick node" and its influence.
Dixon emphasizes that self-custody and running a Bitcoin node are critical defenses against corporate control, as handing Bitcoin to treasury companies or ETFs surrenders voting power to the Financial Industrial Complex (FIC).
Michael Saylor's strategy involves issuing convertible notes and preference shares, accumulating about 850,000 Bitcoin in a vehicle that acts as a "central bank for paper Bitcoin," enabling hedge funds to manipulate its price.
Dixon asserts that the short-term price of Bitcoin is now controlled by Wall Street, which aims to centralize Bitcoin, encourage borrowing against it, and promote perpetual futures to "rugpull" individual holders.
Dixon describes MicroStrategy as the "goose that lays the golden egg for our enemies," serving as an arbitrage vehicle for centralizing Bitcoin rather than a genuine accumulation tool.
Dixon contends that the Clarity Act aligns with the World Economic Forum's vision of "you will own nothing and be happy" by tokenizing everything, creating programmable IOUs of assets held by custodians.
Dixon suggests individuals must pursue a "sovereign strategy" by boycotting the Financial Industrial Complex, avoiding ETFs and leveraged products, managing their own money, and holding Bitcoin in self-custody.
Dixon advises individuals to measure wealth in Bitcoin, embrace self-custody and node-running, and prioritize actions that increase sovereignty over subordination, especially during periods of market manipulation.
Dixon believes that despite 3-4 million Bitcoin being given to Wall Street, the vast majority remains in self-custody. He states continued resistance through self-custody, running nodes, and supporting decentralized mining is crucial.
BitMEX announced it will shut down exchange operations effective September 23rd, holding an insurance fund of 37,000 Bitcoin; the decision stems from a strategic review, not user fund losses.
CoinKite opened reservations for ARCA, a personal data haven hardware device that includes a ColdCard chip and is expected to ship in Q4, with a $99 reservation fee.
Lightning Labs launched Wavelength, a self-custodial Bitcoin payments toolkit, as a third ARK implementation, which uses Lightning as an interoperable layer to connect various payment solutions.
BitMEX users have two months to unwind positions, facing a monthly account fee of $50 or 1% per annum of remaining balances if funds are not withdrawn by closure. The exchange claims assets exceed liabilities and no customer funds were lost to hacks.
Michael Saylor argues institutional custody of Bitcoin reduces seizure risk, contrasting with "paranoid crypto anarchists" who avoid regulation. David Bennett strongly disputes this, calling Saylor's statements an attack on Bitcoiners and self-custody.
Lightning Labs launched Wavelength, an alpha toolkit enabling developers and AI agents to add self-custodial Bitcoin payments to applications via a simple non-custodial API. The toolkit supports on-chain Bitcoin and Lightning payments using atomic swaps and an Arc-like settlement layer.
Swiss Cantonal Bank Banca Stato launched regulated crypto trading, allowing clients to buy, hold, and sell Bitcoin within its existing web and mobile apps. The service integrates Signum's API into the Avaloq core banking system, with client assets held in Signum's institutional-grade custody.
Pavel Durov announced Telegram will roll out a native, non-custodial crypto wallet to its over one billion monthly active users. This wallet will support Telegram's native crypto, Gram, formerly known as Toncoin.
Aven offers a Bitcoin Visa card that provides a line of credit up to $1 million, backed by Bitcoin custodied by BitGo, featuring fixed rates starting at 7.99% APR and 2% unlimited cash back.
Unchained provides collaborative multisig Bitcoin custody, securing over $12 billion in Bitcoin for more than 12,000 clients, where users hold two keys and Unchained holds one, ensuring institutional-grade security and user control.