2116: China Bets $1B on Bitcoin - 13 More Nations Ready to Join Global BTC FOMO

Summary

Podcast Summary: Bitcoin News Alerts | Daily BTC News

Episode 2116: "China Bets $1B on Bitcoin – 13 More Nations Ready to Join Global BTC FOMO"
Host: JV (Bitcoin News Alerts)
Date: September 24, 2025

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Overview

In this jam-packed episode, JV covers rapid-fire news and analysis on the latest Bitcoin market movements, fresh institutional and nation-state adoption, and the ongoing global "hash war." The show’s central theme: the accelerating embrace of Bitcoin by corporate giants, sovereign wealth vehicles, and now, a $1 billion bet from a Chinese firm, alongside evidence of a major wave of nation-state FOMO with 13 more countries set to join the BTC party. Key highlights include JV’s technical analysis, commentary on the new Bastion stablecoin raise, and in-depth discussion of Bitwise's $1.3 million BTC thesis and the most recent data on global Bitcoin adoption by states.

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Key Topics & Insights

1. Market Update & Technical Analysis

[00:29–07:22]

• Bitcoin Pumps Hard

  • BTC up over $1,300 on the day, reclaiming $114K and inching toward all-time highs.
  • Bitcoin market cap sits at $2.268 trillion (CoinMarketCap data).
  • Top gainers: Astar (+17%), Flare (+15%), Zcash (+8%).
  • Sentiment: Crypto Fear & Greed Index at 44 (Fear); still healthier than last week.
  • “We're ripping like the new Scotty Pippen…about to reclaim 114 not too far from the all time high.” – JV [00:36]

• Technical Chart Breakdown

  • Bollinger Bands are "tighter than ever," signaling imminent volatility.
  • Cites multiple analysts:
    • Bitbull: Predicts a correction down to $103–$105K before reversal.
    • Dan Crypto Trades: Forecasts a “volatile end of September” given record-tight price action bands.
    • Tony ‘The Bull’ Severino: “Bitcoin weekly Bollinger Bands are officially the tightest in the entire history of the bitcoin USD price action.” [05:48]
  • “Strap in your safety belts. It's going to be a hell of a roller coaster ride if you know what I'm saying.” – JV [06:23]

• Chart Patterns

  • One-hour, four-hour, daily, and weekly charts surveyed.
  • Bull flag on daily could target $146.4K.
  • Fourth quarter set up as “historically the most bullish season,” with the rare chance of a green September.

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2. Startups & Stablecoins: Bastion Raises $14.6M

[08:53–10:20]

• Big Names Back Simplified Stablecoin Creation

  • Coinbase, Sony, Samsung (via Samsung Next), and others led a $14.6M round for Bastion.
  • Bastion’s platform allows any company to launch stablecoins “without securing their own licenses or building custom infrastructure.”
  • Integrates API, custodial wallets, compliance, and analytics—paving way for easier Web3 adoption.
  • Bastion’s goal: “to help businesses worldwide change financial products” by making Web3 onboarding seamless.

• Notable Observations

  • “Businesses are ready to onboard the next billion, but…struggle to provide the stellar experiences their customers deserve.” – Bastion quoted by JV [09:48]
  • Critique: Major exchanges like Coinbase still have “non existent customer support” despite massive valuations.

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3. Michael Saylor & The Corporate BTC Squeeze

[10:20–13:00]

• Saylor on Q4 BTC Surge

  • "Corporate adoption…along with consistent acquisition of bitcoin by the ETF funds…has taken up all the natural supply" (Saylor via CNBC). [11:30]
  • 900 BTC mined daily; businesses buy 1,755, ETFs 1,430 per day—outstripping supply and creating “upward price pressure.”
  • Two categories of BTC-buying firms:
    1. Operating companies shifting dividends to BTC treasury;
    2. Treasury-focused firms using BTC as reserve and for backing credit.

• Quote:

  • “The world ran on gold back credit for 300 years. The world’s going to run on digital gold-backed credit for the next 300 years.” — Michael Saylor, relayed by JV [12:30]

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4. Bitwise’s $1.3 Million BTC Thesis

[13:00–16:05]

• Matt Hougan’s Institutional Report
  • Predicts $1.3M BTC by 2035 (10 years out), with thesis based on:
    • Ballooning government debt
    • Regulatory climate shift (hostile to favorable)
    • Arrival of Bitcoin ETFs for institutional investors
  • “Bitcoin is no longer a fringe asset. It is now considered alongside stocks, bonds, and real estate as a fundamental building block of global portfolios.” — Matt Hougan, reported by JV [15:00]
  • JV gives a playful dig at Solana’s mention, referring to its infamous association with Sam Bankman-Fried.

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5. China’s $1 Billion BTC Bet—Juicy Holdings

[17:35–21:50]

• Landmark Move:

  • Hangzhou-based Juicy Holdings to allocate up to $1B to BTC, ETH & BNB for treasury.
  • Will not self-custody: using “top tier” external providers with high security.
  • A Crypto Asset Risk Committee will manage oversight and SEC reporting.
  • Dr. Doug Berger (blockchain & AI veteran) now COO to lead initiative.

• CEO's Rationale:

  • “Crypto assets (are) long term hedges against macroeconomic uncertainty rather than speculative trades.” — Dr. Doug Berger, summarized by JV [19:30]
  • Stock (JZX XN) surged 40%+ premarket on announcement.
  • Comparison: On par with mid-sized global public companies by BTC exposure, second only to MicroStrategy ($70B in BTC).

• Memorable Moment:

  • “Remember when Chinese government banned mining back in the day…Now there's firms literally embracing it. Just a sign of the times as a global hash war continues.” — JV [21:20]

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6. Feature Deep Dive: Nation-State BTC FOMO

[21:50–26:09]

• BPI Report: Game Theory Race Heating Up

  • 27 countries now have official BTC exposure; 13 more have legislative proposals pending.
  • Exposure defined as any official path to own, earn, or benefit from Bitcoin (not just “legal tender”).
  • Channels include strategic reserves, mining, pension/sovereign funds, and tax acceptance.
  • Example: UAE does mining, SWF, ETF purchases, and tax acceptance.
  • “One out of every six nations on Earth either already had bitcoin exposure or was actively pursuing it…” — JV, paraphrasing BPI report [23:30]

• Modalities & Leaders

  • 16 strategic reserve countries (active/proposed), 14 in mining.
  • Passive Holdings: 7 nations (e.g., UK, China, Venezuela) possess seized BTC but have not sold.
  • 4 pension systems, 3 sovereign wealth funds (direct/indirect exposure).
  • Legal tender: Only El Salvador & Central African Republic, but many more hold BTC indirectly or accept for taxes.
  • Switzerland & Saudi Arabia: large indirect reserves via MSTR equity.

• Macro Takeaways

  • “Bitcoin is a new macroeconomic asset, the first of its kind in more than a century, and early adopters may reap portfolio and financing advantages.” — BPI summary quoted by JV [26:01]
  • Potential for BTC-based 'bit bonds' to attract investment, reduce cross-border settlement frictions.

• Max Keiser’s Take

  • “As predicted, the obvious way for China, Russia, India, BRICS, Iran can challenge US Dollar hegemony is a gold-backed stable coin…” — Max Keiser, relayed by JV [22:30]

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Notable Quotes & Memorable Moments

• JV on Market Action:
  “Bitcoin’s up literally now $1,300. We’re ripping like the new Scotty Pippen about to reclaim $114K, not too far from the all time high.” [00:36]

• Tony the Bull:
  “Bitcoin weekly Bollinger Bands are officially the tightest in the entire history of the bitcoin USD price action.” [05:48]

• Michael Saylor (via JV):
  “The world’s going to run on digital gold-backed credit for the next 300 years.” [12:30]

• JV on China:
  “Remember when Chinese government banned mining back in the day… Now there’s firms literally embracing it. Just a sign of the times as a global hash war continues.” [21:20]

• BPI Report (via JV):
  “Bitcoin is a new macroeconomic asset, the first of its kind in more than a century, and early adopters may reap portfolio and financing advantages.” [26:01]

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Timestamps for Key Segments

• Bitcoin Market & Technicals: [00:29–07:22]
• Bastion Stablecoin Raise: [08:53–10:20]
• Michael Saylor on Corporate Buy Pressure: [10:20–13:00]
• Will BTC Hit $1.3M? Bitwise Thesis: [13:00–16:05]
• Juicy Holdings China $1B Bet: [17:35–21:50]
• Feature: The Nation-State Bitcoin FOMO Accelerates: [21:50–26:09]
• Max Keiser & Global Macro Moves: [22:30]
• BPI Research & Conclusions: [24:40–26:09]

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Tone & Style

JV delivers the episode with his signature raw, irreverent commentary, packed with memes (“baby got back…the baby is BTC”), b-boy stylings (“stack hard, stay sovereign, Bitty broskis”), and relentless Bitcoin maximalism. The narrative is energetic, occasionally irreverent, but informative with an eye for big-picture implications.

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Summary

• Bitcoin’s price action remains explosive heading into Q4, with technicals suggesting a major move is imminent.
• Corporates and sovereign players are buying more BTC than is being mined, putting relentless upward pressure on price (Saylor, ETFs).
• Bitwise projects $1.3M BTC by 2035, based on accelerating institutional adoption and regulatory tailwinds.
• China re-enters the Bitcoin arena with Juicy Holdings’ $1B investment, signaling a possible sea change in Asia’s stance.
• Global nation-state FOMO is now undeniable: at least 27 states have adopted BTC in some form, with 13 close behind—triggering a “game theoretic race” for strategic reserves, mining, and more.
• The macro trend is clear: Bitcoin has gone from fringe to foundational in official portfolios, and the next decade looks set for ever-bigger moves.

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Bottom line: Bitcoin’s global adoption cycle is entering overdrive—corporations, sovereign wealth funds, and now nation-states are stacking sats like never before. Are you?

“There is no second best.” – JV

Transcript

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See mintmobile.com welcome Bitty Fam and Happy Hump Wednesday. This is number one Daily Bitcoin Pod. Glad to be here with you guys live as we're here each and every day in today's episode we will be discussing the latest technical analysis. Bitcoin has been pumping as you can see. We're up over a thousand dollars on the day and hopefully we can continue this bullish momentum. We'll also be discussing coinbase Sony and Samsung back stablecoin Startup bastion in $14.6 million raise Bitcoin to move up smartly again towards the this year in the fourth quarter according to the giga Chad Michael Sailor also Will Bitcoin hit 1.3 million by 2035? Bitwise's Matt Hugan explains this thesis also. A Chinese firm Jusy holdings approves 1 billion doll Bitcoin investment plan United States get with the program and quoting Max Kaiser as predicted the obvious way for China, Russia, India bricks Iran can challenge US dollar hegemony is a gold back stable coin bricks equals more than 50% of the inflation the GDP. We'll also be discussing research flags bitcoin nation state fomo like a mofo 27 n 13 more nations about to join. We'll also be taking a look at the overall crypto market. All this plus so much more in today's show. We're gonna kick this show right off. If you're new to the rumble important smash the likes give us a follow then hit the repost over on X. Today is pot episode 2116 I'm your host JV is 9-24-2025 happy hump day and Bitcoin's up literally now 1300. We're ripping like the new Scotty Pippen about to reclaim 114 not too far from the all time high. We're making the climb fourth quarter right amongst us as we enter the final week of September entering October and with that being shared let's kick this mofo off. You should be able to see here on your screen. Coin360 pulling up. We have Coin Market Cap and they're just loading here. Give it a second. I don't know what's up with coin 360. You're making me look bad. Coin 360, do I gotta refresh it or something? Sometimes it be this ways. Especially when you're live streaming. Expect the unexpected. But if coin360 don't work, it's all good. We can read the numbers off Coin market cap. And I think something is up with coin360. So we'll, we'll circle back. So yeah, according to Coin Market cap we're currently trading at 113. 865 ether is just below $4200. And you can see some of the top cryptos are in the green on the day. And checking out some of the other metrics, the bitcoin market cap today is $2.268 trillion. And let's check out top 100 gainers. Top gainers of the top 100, I should say we have aster up 17%, flare up 15%. Z cash up 8%. And checking out the crypto bubbles. And they're finally. Well, Coin three wasn't working, but at least crypto bubbles is you can see. Let's start on the day, then we'll work our way back. Sorry for the spoiler alert on the annual but you can see here, in fact it's pretty divided. Maybe 50, 50 green over red on the daily, checking out the weekly unfortunately rec city across the board for the alts. And checking out the monthly still the bulk of the market in the red unfortunately. And checking out annually. That's typically the silver lining. Yes, here we have. I would dare say it's pretty divided still, but maybe 6040 green over red. And checking out the crypto greed and fear index. Today we're 44 fear yesterday 43 last week of 53, last month of 47 which is neutral. And there you have it. Yo, let's dive right into our ta AKA Astrology for the brosis. And shout out to the baddies for holding it down. Bitty baddies Bitcoin's bollinger bands tighter than ever as trader eyes 107 as the max pain I came to bring the pain hardcore from the brain shout out method man. Bitcoin stayed range bound at Wednesday's Wall street open as a trader's eye. A giant 17 and a half billion options expiry here you're looking at a one hour chart. I'll be pulling up the live charts here Shortly. Bitcoin reached 111115 on biz stamp earlier in the day and then returned to 113. And like I said, we're on the cusp of recapturing 114 during the live stream, meaning we're continuing the pump. Bitcoin usually bottoms in September or September as some call it. In just two days. What do we have? 17 and a half. Looks like billion in bitcoin options will expire with the max pain at 107. Historically Bitcoin moves towards max pain during such huge expirations. I think there's still a big leg down left before the reversal. Now popular trader Bitbull offered another historical comparison this time earlier. In the current bull market he says Bitcoin is doing exactly what it did Q1 2024. The long term trend is still to the upside but we may get some corrections. I wouldn't be surprised if Bitcoin retest 3 to 105 level before the reversal. Now the day prior Bitbull suggested the whales may attempt to drive the price below the 100 day exponential moving average sitting at 111. 9 something that should also create max pain. Historical context meanwhile led by Dan Crypto trades predicts a much more volatile end of September, traditionally Bitcoin's weakest month. He says bitcoins flip this local resistance and we can start talking about a reversal of this week's dip. Pretty large inefficiency right above the weekly candle without a proper wick above the current weekly displacement Mint low to high is also the smallest it has been in the past two years. This means it's extremely likely likely that the 111 low or the 1153 high still gets broken by the end of the week. Let me know your thoughts and quoting another analyst here, it looks like Tony the Bull Severino Paisano Bitcoin weekly ballinger bands are officially the tightest in the entire history of the bitcoin USD price action. And separate data from the Bollinger bands indicator showed record narrow occurring on the weekly time frames. A further precursor the fresh bitcoin price volatility. So strap in your safety belts. It's going to be a hell of a roller coaster ride if you know what I'm saying. But next up I promise to pull up the live charts and pulling this up here via Coinbase via what is this called? Trading View jv yeah exactly. So you can see big ass green candle and then we had the correction and we're starting to regain to retest that 114 current resistance. We're currently at 113838 during today's live stream according to Trading view looking at the coinbase specific chart zooming it out from the one hour checking out the four hour the four hour chart you can see 1-234-Green consecutive candles building a stair well to heaven. Thank you Jesus. You can see in the red there is a falling wedge bull target 123150 and there's also an inverted head and shoulders green target at 119.5 again on the four hour 119.5 in play and.

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123150 let's analyze this week's tech innovations and startup moves.

[Will (Travel Segment Contributor)]

Honestly Elena, I didn't track the updates, but I did switch to T Mobile with their new Family Freedom offer.

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That's not the disruption we're covering.

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Well, I'm pivoting from AT&T and scaling up with T Mobile. They paid off my family's four phones up to $3200 and gave us four.

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New phones on the house Unicorn status.

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C mobile.com and working our way backwards checking out the daily you can see a big green candle on the day, which is nice considering we had three red bleeding days in a row. So we just crushed all that negative momentum and flip bullish and there is a bull flag which would take us 21,000 above the current firmament which is124. 5. The bull flag target is 146.4por pavor and checking out the that is the daily checking out the weekly we're midweek hump day. You can see thus far we still got a red candle indicator halfway through the week. Hopefully we can continue the bullish momentum closing the red, continue a little bit of this bullish momentum and checking out the monthly really quick and let's see how we're doing. We got one week left until the end of September, historically the most bearish month of the year. But this year has been an outlier and we haven't had bullishness of September since 2012 in the Bitcoin market. So hopefully we continue the bullish momentum closing a green and all we got to do is maintain the current value to achieve that and then we'll set the stage for the fourth quarter, historically the most bullish season of the year. But let's dive into our next story of the day, shall we? Coinbase, Sony and Samsung back stablecoin startup Bastion and 14.6 million dollar race why so bearish? Stablecoin infrastructure startup Bastion raised 14.6 million and a fundraising round led by Coinbase Ventures, the company said Wednesday. According to the announcement. The round also saw the participation of the Japanese tech giant Sony, the investment subsidiary of South Korean phone maker Samsung, and crypto arm of venture capital firm Anderson Horowitz and cryptovc firm Hashid. Bastion is developing a platform that allows companies to issue stable coins without securing their own licenses or building custom infrastructure. The announcement comes shortly after Bastion closed a 25 million funding round led by Anderson Horowitz earlier in the month. The company said it had been building in stealth mode for months before the raises, as the official announce was shared right there by Bastion on ax. Bastion is a company purpose built to issue stable coins for third parties rather than just developing them for themselves. Still, the company offers more than just stablecoin issuance. Earlier in the month, the company explained that thanks to its services, organizations of any size can now seamlessly integrate Web3 infrastructure into existing technologies through a complaint or I'm sorry, compliant white label platform as well as API that includes custodial wallets, smart transaction routing and data analytics. Bastion claim this approach allows building better web3 products with cost efficiency, compliance and security they expect from a Web2 technology stack. The company expects that this will lead to higher growth of the web3 space. Quoting them here, businesses are ready to onboard the next billion, but due to the limitations of Web3 infrastructure today struggle to provide the stellar experiences their customers deserve and I can definitely relate to that. Customer service is almost non existent on centralized exchanges at least, which makes no sense if you look up the valuation of Coinbase. Last I looked it was like I don't know, $80 billion, but it has like non existent customer support. It's very difficult to get a hold of anyone. In fact, you're more likely to get a hold of a scammer pretending to be Coinbase support than the real thing. And you think with $80 billion worth of valuation from a company or I'm ballparking it, I don't know the exact number right off the top, but it's very significant and to have lackluster customer support lead you to believe why. But anyways, quoting them here the evolution of our financial system will continue to accelerate as digital assets and stablecoin adoption proliferates and Bastion is positioned to help business worldwide changing financial products. So Bastion for the dove like it ain't no thing but a chicky wang. Next story yeah Sailor Bitcoin to move up Smartly Again towards the end of the year fourth quarter Send it Bitcoin will start start to gain again towards the end of the year after facing upwards pressure from growing corporate and institutional interests, says Michael Sailor. He shared on CNBC's Closing Bell that corporate adoption Bitcoin, along with consistent acquisition of the bitcoin by the ETF funds on behalf of institutional investors has taken up all the natural supply, Sailor added. Companies that are capitalizing on bitcoin are buying even more than the natural supply being created by the miners, which is putting upwards pressure on the price. On average, miners generate roughly 900 bitcoin per day, according to Bibbo. A report from financial services company river released earlier this month found that businesses are gobbling up 1,755 bitcoin per day in 2025, while ETFs are snapping up an additional 1430 per day on average this year. Bitcoin has been drifting between 111 and 113 over the last 24 hours. But that's right now we're 114 just saying we started pumping since this article was published. Traders who also liquidated out of nearly 2 billion in one of the year's largest market flush outs on Monday. Quoting Sailor I think that as we work through the resistance of late and some macro headwinds will actually see bitcoin start to move up Smartly again towards the end of the year. Sailor said that bitcoin buying companies can be boiled down to two categories, the first being operating companies that would otherwise be returning their capital via dividends and buybacks which choose Bitcoin as a Treasury reserve asset. Bitbo tracking at least 145 companies that have added Bitcoin to the balance sheet, including Strategy which currently holds 638,985 BTC after their recent acquisition announced on Monday. That actually improves their capital structure. So Saylor has strengthens those companies and there's a lot of those. Saylor said that the second type of bitcoin buying companies are true treasury companies that are capitalizing on the biddy the world ran on go back credit for 300 years. The world's going to run on digital go back credit for the next 300 years. So treasury companies are holding digital capital and creating digital credit instruments. And there's of course a huge demand for equity and credit instruments and traditional capital markets. Bitcoin's emerging as the ideal form of digital capital to back those instruments. Baby got back. And the baby is the BTC in this case. There you have it. Screw sir mix a lot. Satoshi got back. Thanks for the insights with the time chain calendar. Vincent Farrell we're on block height number today 916,210 and you can exchange one fiat monopoly dollar for 879sats. So you know what to do. You pick up the sas, put down the gas, pick up some Bitcoin caps from our homie Sergio Bitty Broski Bitcoin caps.net Next story Will Bitcoin hit 1.3 million by 2035? Well, bitwise. Matt Hougan explains his thesis. Let's break her down, shall we? An in depth conversation. Hogan laid out his long term forecast for Bitcoin 1.3 million per coin by 2035. That's 10 years out, decade away. Far from a wild guess, this projection is actually based on a detailed institutional report that models Bitcoin's role as a store of value, its competition with gold and the growing wave of institutional adoption. Hugan argues that three factors are converging to reshape Bitcoin's trajectory. Ballooning government debt. Number one, a regulatory climate that has turned from hostile to favorable. Number two and number three, the arrival of the Bitcoin ETFs which make it easier than ever for Wall street to invest. Now, in his words, Bitcoin is no longer a fringe asset. It is now considered alongside stocks, bonds, and real estate as a fundamental building block of global portfolios. But it is Bitcoin. Is it really on track to rival gold? Hell yeah. Can it capture a quarter of the global store value market within the next decade? Yeah, it can overcome the entire whatever 23 trillion market cap.

[Elena (Tech and Startup Analyst)]

Let's analyze this week's tech innovations and startup moves.

[Will (Travel Segment Contributor)]

Honestly Elena, I didn't track the updates, but I did switch to T Mobile with their new Family Freedom offer.

[Elena (Tech and Startup Analyst)]

That's not the disruption we're covering.

[Will (Travel Segment Contributor)]

Well, I'm pivoting from AT&T and scaling up with T Mobile. They paid off my family's four phones up to $3200 and gave us four.

[Elena (Tech and Startup Analyst)]

New phones on the house unicorn status.

[T Mobile Representative]

Introducing Family Freedom Our lowest cost will switch our biggest family savings all on America's largest 5G network. Visit your local T Mobile location or learn more@t mobile.com FamilyFreedom up to $800 per line via virtual prepaid card typically takes 15 days. Free phones via 24 monthly bill credits with finance agreement eg Apple iPhone 16 128GB $829.99 Eligible trade in eg iPhone 11 Pro for well qualified credits end and balance due. If you pay off earlier, cancel contact.

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T Mobile mint is still $15 a month for premium wireless and if you haven't made the switch yet, here are 15 reasons why you should 1. It's $15 a month 2. Seriously, it's $15 a month 3. No big contracts 4. I use it. 5. My mom uses it.

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Are you.

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Extra c9mobile.com and that's a fact Jack. But when he was pressed for these questions, he said it's tough these questions. We also explored his bullish case for Solana, which he described as having the ingredients for an epic run. Who cares about Salana? That was one of Sam Bankman Freed's favorite tokens. Just saying he was giving investment advice to the prison guards in the prison to buy Solana. Interesting, but want to hear the full reasoning? There's an interview which was published on Cointelegraph. I can refer you there if you want to see the actual interview. But he ultimately justifies why he believes Bitcoin will be heading to 1.3 million, which is his Bullish target and why he believes in Solana apparently. But there you have it yo. And next up is our feature stories of the day. Chinese firm approves 1 billion dollar investment plan also give you some insights from the High priest Max Kaiser and the Bricks Movement. And then Research Flags Bitcoin Nation State FOMO 27 N13 about to join as the global hash war continues all around the world, there is no second best. Exactly. There's Nipinator. Nipinator. Nipinator. Nipinator. Nipinator Top five Take that. But yeah, I guess we'll just continue knocking these mofos out next. Story of the day Fam Jeezy or Juicy. I don't know how to pronounce this properly. It's a Chinese name name and it's a company affirm out of China. They just approved a one billion dollar investment plan. So let's break this down. I'm gonna go with Juicy. Holdings, a Hangzhou based operator of new energy vehicle charging stations, said today that its board had approved a new crypto treasury policy authorizing up to $1 billion in digital asset purchases. Let's go. The plan will initially cover Bitcoin, Ethereum and bnb, with any expansion into other tokens requiring reassessment. An additional board approval. The company emphasized it will not self custody its holdings, but instead rely on external providers it considers top tier in security. Oversight will be conducted through a newly formed Crypto Asset Risk Committee led by Chief Financial Officer Huji Gao with regulator reporting obligations to the board and public disclosure through securities and Exchange Commission Form 6K filings. The move coincides with the appointment of Dr. Doug Berger as Chief Operating officer tasked with leading the treasury initiative. Berger, described as an industry veteran with blockchain AI experience, said Juicy views crypto assets as long term hedges against macroeconomic uncertainty rather than speculative trades. And their CEO Tao Lee added that adopting the policy is intended to safeguard and enhance the long term shareholder value. The company, which specializes in high powered DC fast chargers for new energy vehicles in China's low tier cities, saw its stock surge more than 40%. The ticker is JZX XN and pre market trading. Following the announcements already pumping off the back of this and according to the Block Works research, publicly listed companies hold more than 100 billion in digital assets already on the balance sheets led by sailor, who's roughly 600-639-835 BTC currently valued at above 70 billion now. Also, Ethereum exposure has also grown with Bit Mine and Sharp Link, yada yada YADA. By comparison, Juicy's authorization, a 1 billion allocation would rank alongside mid to SIIZ treasury holders such as Similar Scientific which just merged with Vivic Ramani's company taken over. We reported on that just the other day. If you missed that pod, be sure to check it out which reported 565 million in Bitcoin holdings as well as ahead of the smaller entrance like Bit digital and or Defi development. But there you have it. Big adoption coming out of China. Things have gone full circle. Remember when Chinese government like banned mining back in the day, forcing the miners abroad, you know, outside of the mainland. And things went right back, you know, difficulty, hash rate and all that. Just made it more decentralized in all honesty. But there you have it. Now there's firms literally embracing it. Just a sign of the times as a global hash war continues. I hate being sick and having to miss work. Yeah, it always sucks. I know I should probably know but who is Samson? I want to talk to Sams. All right fam. Now for our feature story of the day. Headline reads Research Flags Bitcoin Nation State FOMO 27 nation states are in, with 13 more about to join. And before we dive deeper into this story, first I want to share another headline just in China makes Strategic move for Global Gold Aims to control Foreign Reserves and challenge US Dollar Dominance Max Geyser responded, as predicted, the obvious way for China, Russia, India bricks Iran can challenge US Dollar hegemony Is the gold back stable Coin bricks equals more than 50 of the global population slash GDP. So shout out to the High Priest Max Kaiser. Now let's dive a little deeper into this global hash war. A New Bitcoin Policy Institute the BPI report argues that nation state engagement with Bitcoin has moved beyond legal tender experiments into a broader set of exposure pathways from strategic reserves and sovereign mining to pensions, sovereign wealth funds and tax acceptance, making what the authors describe as a game theoretic race among governments. The study, authorized by Jake Langenkamp and Renee Swartchik and on September 22 concludes 27 countries currently have some measure of exposure to Bitcoin, approximately one in seven worldwide, with a further 13 countries that had proposed adoption measures through legislation or policy initiatives. The report is explicit about the scope and definitions. Quoting the report here, exposure was defined as any official path a government may take to own, earn or generally benefit from Bitcoin, a framework that deliberately looks beyond the narrow question of legal tender to capture the diversity of sovereign approaches now evident across regions and political systems. The authors treat sub national pilots such as the state level reserves or municipal tax programs as valid instances of nation state exposure because they can scale international policy. Data collection closed on June June 6, 2025, with first half 2025 events aggregated as a single period to reflect the late quarter cadence of announcements. The top line counts underpin a larger narrative of acceleration. As of n May 2025, that data set covers 32 more countries. Roughly one out of every six nations on Earth either already had bitcoin exposure or was actively pursuing it through legislation or policy subdivided and to 27 active and 13 proposed. The authors caution that categories can overlap with individual countries appearing in multiple modalities, such as the uae, for example, noting as combining government backed mining, sovereign wealth fund, ETF purchases and tax acceptance. Now modalities cluster around a few dominant channels, counting both active and proposed. The most common is a strategic bitcoin reserve and SBR identified already in 16 countries, followed by government backed mining which has 14. And here's the initial you know, let's.

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Countries with exposure through high allocations and microstrategy currently and here's the status of countries Government backed Bitcoin mining from BPI as the source and passive holdings. Typically seized assets and authorities have elected not to sell are recorded in seven countries while five countries accept certain taxes in Bitcoin, government money managers appear on both sides of the balance sheet. Four pension systems and three sovereign wealth funds show direct or indirect exposure including via equity and Bitcoin treasury companies. Two countries are recorded for prior legal tender status. You know we have El Salvador as well as the Central African Republic and a handful of country specific outliers include a government backed crypto exchange, for example Russia. It's a in pilot, a special economic zone recognizing Bitcoin as a unit of account in Honduras and the use of seized Bitcoin for public debt North Korea. The authors dis aggregate what is active today versus what remains on the drawing board amongst active exposures, identifying 11 countries with government back mining, seven with passive holdings, four with strategic Bitcoin reserves for taking tax payments in Bitcoin and sovereign wealth funds or pensions. In a smaller but notable role, proposed measures sc even more heavily towards strategic Bitcoin reserves. Twelve of the 13 countries with proposals target a reserve model alongside limited proposals for mining, pensions and tax acceptance. A short list illustrates the reserve spectrum the report captures. Four countries were classified as having active strategic Bitcoin reserves in the United States and El Salvador. Reserves are more traditional with direct holdings and or accumulation. By contrast, the Central bank of Switzerland and Saudi Arabia are classified as having indirect reserves through large positions in mstr, reflecting the author's broader definition of indirect exposure via equity and Bitcoin treasury companies. The study situates El Salvador as an early legal tender mover that subsequently emphasized balance sheet accumulation. It recounts that El Salvador amassed approximately 6,100 Bitcoin and notes policy adjustments around merchant acceptance. Underscoring authors point that legal tender is only one and not necessarily the most durable channel for national adoption. As these examples show, legal tender status is not only the route for nation state adoption. Sovereign custody, institutional purchasing and strategic program design may prove more durable paths. The United States anchors a separate thread in the data set. The author describes US President Trump's executive order that differentiated Bitcoin from other crypto and set a policy of retaining rather than selling Bitcoin holdings, framing a strategic Bitcoin reserve architecture and per the report's executive summary, catalyzing copycat proposals abroad. They add that 16 nations now have proposed enacted legislations for strategic Bitcoin reserves in a similar context to the US and that multiple North American municipalities and international cities have moved to accept tax. Taxes and BTC passive holdings, while not proactive policy, are treated as policy relevant because non liquidation signals an evolving treasury stance. The report lists Bulgaria, China, Finland, Georgia, India and United Kingdom and Venezuela as countries with seize Bitcoin presumed to remain on government books. While accumulation through seizure is not a proactive strategy, the noteworthy aspect of passive holdings is that they have yet to sell or sell sold their Bitcoin. The taxonomy is complemented by a methodological note of inclusions and ex exclusions. Rumors and campaign only promises are filtered out and the study introduces a direct indirect exposure versus that lens direct holdings, ETFs or mining on one side and on the other exposures such as equity positions and Bitcoin treasury companies like MicroStrategy. The framework allows Citizen or Switzerland and Saudi Arabia to appear as reserve holders, despite the route being portfolio equity rather than on chain coins. The report's conclusion does elevate the macro implications. Bitcoin, it argues, is a new macroeconomic asset, the first of its kind in more than a century, and early adopters may reap portfolio and financing advantages. The authors discuss bit bonds in which Bitcoin functions as partial collateral to attract institutional demand and potentially lower sovereign borrowing costs and potential posit that Bitcoin based settlement bridges could reduce cross border frictions. The underlying thesis is that momentum in 2024-2025 captured in the study's timeline and counts makes a wholesale reversal improbable as more jurisdictions institutionalize Bitcoin and public finance workflows. So there you have it yo. Let me know your thoughts surrounding the global hash war and the nation state adoption and everything I just outlined for you. And yet yes, we are right at the cusp of 114,000 less than $20 away. Let's go. And don't forget to check out BitcoinNewsAlerts.net for the full premium experience with video and to participate in the live stream along with the Q A. And I look forward to seeing you on tomorrow's episode Hoddle.