💼 Private Businesses Lead the Way

Happy Friday, In A Nutshell this week:

• 💼 Private Businesses Lead the Way

• 🇬🇧 Britain’s Blockade Continues

• 📈 Trends Don’t Lie

• 🔥 Nasdaq Ramps Up Regulatory Heat

• 📈 China Fuels Gold Surge

• 🏦 JPMorgan Calls Bitcoin Undervalued

• …and much more

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 🚀⏰ Today’s news should be a ~4.59-minute read (889 words).

🧠 Quote Of The Week

"Our greatest glory is not in never falling, but in rising every time we fall."

— Confucius

💼 Private Businesses Lead the Way

Private businesses in the US are putting a significant chunk of their profits into Bitcoin. A new report from River found that, on average, firms are reinvesting 22% of their profits into Bitcoin.

Smaller companies, in particular, are moving faster to adopt Bitcoin than their larger corporate counterparts, with real estate and hospitality businesses leading the charge.

This new wave of adoption proves that it’s not just big, publicly listed companies buying Bitcoin anymore.

That’s why at The Bitcoin Collective, we’re focusing our efforts on helping private businesses in the UK get ahead of the curve. Bitcoin | A Comepetitive Advantage

🇬🇧 Britain’s Blockade Continues

The UK Treasury has proposed tougher anti-money laundering rules for Bitcoin and crypto firms.

The plan lowers the bar for who counts as a “controller” from 25% ownership to 10%, meaning more people will face background checks. Firms would also have to vet overseas banking partners more closely, and more trusts will need to register with regulators.

The consultation runs until 30 September, with final rules expected in 2026.

These rules push Bitcoin further into the mould of traditional finance, far from the “freedom money” vision Bitcoin was built on.

📈 Trends Don’t Lie

If you’re feeling impatient with Bitcoin’s price right now, you're not alone, but zooming out helps. That’s the message from Marty's latest Bitcoin Brief: the long-term trend is still undeniable.

He reminds us that Bitcoin has grown from a niche experiment to a $2.17 trillion network, even as faith in traditional fiat continues to falter amid inflation, excessive debt, and fading trust.

Charts aren’t meant to show you the moment; they show you the motion. According to the “power trend” model, Bitcoin should be around $112K.

So if recent price swings are triggering you, take a breath. The trend remains decidedly upward.

🔥 Nasdaq Ramps Up Regulatory Heat

Nasdaq is stepping up scrutiny of companies raising cash just to buy Bitcoin. Since January, over 150 firms have announced plans to raise nearly $100B for an allocation to Bitcoin.

Now, companies may need shareholder approval and must disclose far more details on their Bitcoin strategies, or face the risk of being suspended or even delisted. A number of Bitcoin treasury stocks have sold off sharply on the news.

The move comes just a day before Strategy (MSTR) could be added to the S&P 500, highlighting the tension between Wall Street’s growing Bitcoin exposure and regulators’ caution.

📈 China Fuels Gold Surge

Gold has dominated markets in 2025, rising more than 33% and outpacing both the Nasdaq and Bitcoin.

It now takes about 31.2 ounces of gold to buy one Bitcoin, down from 40 ounces late last year. Analysts are watching closely, with the Bitcoin-to-gold ratio signalling a possible breakout in Q4.

Who’s driving demand? China. The People’s Bank of China now holds 2,300 metric tons of gold and continues to buy more.

China’s spree and gold’s surge signal a long-term shift toward hard assets, where Bitcoin could be next in line as a digital hedge.

🎙️ Our latest Bitcoin Town Hall was called “A Flight To Hard Money.” Also available on all podcasting platforms, just type in “Bitcoin Town Hall”.

🏦 JPMorgan Calls Bitcoin Undervalued

The world's largest bank now says Bitcoin is undervalued compared to gold, with volatility dropping to 30% from nearly 60% earlier this year. On a risk-adjusted basis, that makes it attractive.

The bank estimates Bitcoin’s “fair value” at $126,000 by year-end, helped by big holders like Strategy and Metaplanet taking up the supply.

It’s a sharp shift from a bank whose CEO, Jamie Dimon, once called Bitcoin a “pet rock” and “fraud”!

This show that how even long-time critics are being forced to reconsider this asset, as it becomes a serious alternative to gold.

🇸🇻 El Salvador Splits Its Sats

El Salvador has redistributed its entire 6,274 Bitcoin reserve across 14 new wallets, each capped at 500 BTC.

Why? To reduce the risk from future quantum computing attacks. The Bitcoin Office said once a wallet is used, its public key becomes visible, potentially exposing it if quantum tech advances. Distributing funds helps limit that risk.

Even if quantum threats remain theoretical, El Salvador’s move is already seen as a model for how nations can secure their Bitcoin in an uncertain future. They are setting the standard.

El Salvador’s Bitcoin Office Tracker

🔥 What else have you missed?

1. Bitcoin now makes up 1.7% of global money

2. Eric Trump, “There is no question Bitcoin hits a million dollars”

3. Jack Maller’s, Why money is not something we consume

4. Metaplanet, Lays out plan to acquire 210,000 Bitcoin by 2027

5. Public Companies, Pass holding over 1 Million BTC

6. Texas Bitcoin Mine, Lawsuits continues due to excessive noise

🍾 Friday Fun!

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