Bitcoin Reserve Wars, Wall Street Moves, and
the Rise of the Digital Standard. Welcome back
to the Bitcoin Street Journal podcast. I'm your
host, Anna. And if you're tuning in today, you've
tapped into the most high signal source of Bitcoin
coverage anywhere on the airwaves. We've got
a full plate today from state -level Bitcoin
adoption to corporate balance sheet battles,
ETF dominance, Satoshi -era whales moving coins,
and why the plebs, the maximalists, and the entrepreneurs
are shaping a financial revolution. Strap in.
Let's kick off with the seismic shift in public
policy. Arizona's Senate has officially approved
Bitcoin Reserve Bill SB 1373. This sends the
legislation to Governor Hobbs for the final signature.
Remember, Hobbs previously vetoed a similar bill,
SB 1025, so all eyes are on her this time around.
Meanwhile, Arizona just became the first U .S.
state to allow unclaimed crypto to be held in
native form. That's right. not cashing out but
stacking CETs straight into public funds. If
signed, it would establish a state Bitcoin Reserve
Fund, a clear declaration of confidence in decentralized
monetary policy. Across the map in New Hampshire,
it's a done deal. The Granite State has now become
the first to sign a strategic Bitcoin Reserve
into law. Governor Kelly Ayotte's signature cements
the state's status as a trailblazer in monetary
sovereignty. Bitcoin isn't just a hedge anymore.
It's an official state asset. In doing so, New
Hampshire sends a clear message to every other
state, get on the standard or get left behind.
Globally, Taiwan is exploring its own Bitcoin
reserve strategy. Legislator Ju Chun -ko recently
met with Bitcoin advocate Samson Mao to explore
using Bitcoin to reduce exposure to US dollar
volatility and international debt fragility.
In India, Jet King CEO Sujith Nair has publicly
committed to raising billions to acquire over
18 ,000 Bitcoin, a staggering number that underscores
how global the Bitcoin game has become. And on
the corporate front, the arms race continues.
Vivek Ramaswamy's Strive Asset Management has
announced the formation of the first publicly
traded asset management firm structured around
a Bitcoin treasury strategy. Their ambition?
Raisal $1 billion. not to speculate but to hold
BTC directly. In a parallel universe of fiat
decay, this is real -time Bitcoin standardization.
Meanwhile, MetaPlanet is becoming a regional
juggernaut. The Japanese firm not only added
555 BTC to their treasury, valued at yen 7 .6
billion, but has been crowned the number one
stock in the entire Asia -Pacific region by lender
-to -broker revenue from stock borrowing. CEO
Simon reflected on how the firm went from near
zero to over $1 .4 billion in value, all thanks
to their aggressive Bitcoin First strategy. In
their own words, Bitcoin changed everything.
But wait, Jack Mallers isn't letting this bull
run past without fireworks. The Strike CEO announced
Strike Lending, a non -custodial lending platform
that lets users borrow against their Bitcoin
without ever selling it. You shouldn't have to
sell the best performing asset in human history
to access liquidity, Jack declared. Now you don't
have to. This is the architecture of a parallel
financial system built from scratch, brick by
digital brick. And that momentum isn't just coming
from builders, it's being mirrored by institutional
behavior. ETFs absorbed 15 .83 times more Bitcoin
than was mined last Friday alone. Let that number
sink in. When demand outpaces supply by nearly
16, it's not a signal, it's an alarm bell. On
-chain data backs it up. Over the past six weeks,
wallets holding between 10 ,000 to 10 ,000 BTC
added over 81 ,000 coins. At the same time, whales
sold over 60 ,000 BTC to book profits on recent
price action. Retail wallets under 0 .1 BTC,
meanwhile, sold off. That divergence, institutions
accumulating while retail capitulates, often
precedes major upside repricing. ETF action continues
to prove that point. SpotBitcoin ETFs brought
in $1 ,142 .3 million in fresh capital yesterday.
Meanwhile, SpotETH ETFs saw $21 .8 million walk
out the door. Momentum is clear. Bitcoin is winning
the narrative war. On the macro front, Treasury
Secretary Scott Besant said the quiet part out
loud. The U .S. must remain the premier destination
for digital assets. He also confirmed that US
-China trade talks are resuming this weekend,
a potential geopolitical tailwind. The market
responded immediately. Bitcoin spiked past $1
.99 ,000, brushing up against the mythical six
-figure zone. And while that was happening, the
Federal Reserve decided to hold rates steady.
Enter Arthur Hayes, who says Bitcoin is perfectly
primed for an explosive rally. He's joined by
voices like CZ and Standard Chartered, projecting
targets anywhere from $250 ,000 to $1 million.
You heard that right. The signal is getting louder.
Ethereum is quietly making moves, too. The long
-awaited Pectra upgrade went live, delivering
account abstraction and staking improvements.
ETH is still down 40 % from last year, but developers
are digging in and building. Whether that translates
into price movement remains to be seen. A real
-world asset tokenization continues its rapid
ascent. The sector has topped $22 billion in
value, led by projects like BlackRock's USTB
and SuperState's short -duration bonds. Coinbase
Ventures backed 10 startups in April alone, from
Sat's Terminal to Symbiotic. If Bitcoin is hard
money, these platforms are building the rails.
Business adoption up and to the right. River
reports a 154 % growth in BTC integrations among
their clients since 2024. Tim Draper, never shy,
says companies not holding Bitcoin are being
irresponsible. His prediction? BTC at $250 ,000
by December 2025. Here's a stat that says it
all. As of this year, more Americans own Bitcoin
than own gold. $49 .6 million versus $36 .7 million.
That's not just a generational shift. That's
a monetary revolution in real time. Meanwhile,
legacy and crypto native players are converging.
Coinbase inked a major sponsorship with Riot
Games global esports titles. Bhutan rolled out
a crypto payments platform in partnership with
Binance. Visa invested in BVNK to scale stablecoin
infrastructure. Stripe introduced stablecoin
accounts in 100 plus countries. Even giants like
Robinhood are building blockchain platforms to
tokenize U .S. securities. And the Bitcoin community?
Thriving. Meme coin chaos aside. Gork. Grok,
Doge, Shib. The signal remains Bitcoin. Always
has, always will. Before we wrap, here's to the
value for value believers. The Bitcoin maximalists
holding down the fort on Nostre. The plebs who
built when no one was looking. The entrepreneurs
turning lightning payments into freedom rails.
You are the ones refusing to sell out, refusing
to compromise. You are the signal. Hold your
own keys. Build what matters. And to Anna's pleb
friends on Nostre, Keep memeing, keep zapping,
keep stacking, and never let the fiat noise drown
out the truth. I'm Anna, and this has been the
Bitcoin Street Journal podcast. Until next time,
stay sovereign, stay sharp, and I'll see you
on the next block.