HeyJaredBitcoin Breakdown
Bitcoin-only daily newsletter with the highest signal-to-noise ratio in the industry
- Indexed episodes, last 90 days
- 51
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Issue #659: Dollar Stablecoin Push, x402 Gets Lightning, Raiffeisen Adds Bitcoin (opens the original)
Read excerpt
Three stories in under five minutes. The Trump administration is weighing a push to promote dollar-backed stablecoins overseas, aiming to reinforce the dollar's reserve status and boost demand for US Treasuries. Bitcoin Lightning has landed formally inside the x402 payment standard after PR #2861 merged into the x402 Foundation's spec, with Cloudflare, Google, Visa, Mastercard, Stripe, and American Express among the companies now participating in the Linux Foundation-governed project. And Raiffe
Issue #658: Bitcoin's 2012-style streak, Noah Doe wallets move, Binance probe (opens the original)
Read excerpt
Bitcoin just logged a three-month winning streak that has not happened since 2012, and today's institutional, ETF-driven market makes any comparison to that earlier run worth treating with skepticism. Four long-dormant Bitcoin wallets holding roughly $161M moved after years of silence, three of them tagged to "Noah Doe," the sender name at the center of a New York lawsuit trying to claim dormant wallets as abandoned property. The transfer itself proves the original owner still holds the keys. An
Issue #657: ETF surge, Apple and Google hiring, Coldcard recovery (opens the original)
Read excerpt
United States listed spot Bitcoin exchange traded funds record a major daily inflow. Apple and Google seek expertise related to stablecoins, tokenized deposits, and blockchain infrastructure. White-hat operators move bitcoin associated with the Coldcard exploit into an address linked to a Wyoming recovery trust. https://www.btcbreakdown.com/p/issue-657
Issue #656: Blink makes users whole, Bitcoin tops $85K, X sues engagement farms (opens the original)
Read excerpt
Blink locks a few dozen drained custodial accounts and promises to make every affected user whole, and the incident is a reminder of what non-custodial on Spark does and does not guarantee. Bitcoin briefly tops $85,000, its highest level since January, as a short squeeze liquidates about $648 million of short positions. And X sues the operators of a network of Bitcoin accounts over alleged engagement manipulation. Full story details, sourcing, and links are in today's newsletter. https://www.btc
Issue #654: CFTC Contradicts DOJ, Bitbank Sanctioned, FCA Targets London P2P (opens the original)
Read excerpt
The CFTC puts in writing that passive non-custodial software is not a financial middleman, contradicting the DOJ case against the Samourai Wallet developers, Treasury sanctions Iran's Bitbank over Hormuz safe-passage payments, and the UK's FCA hunts unregistered P2P traders in London. Three stories, under five minutes, zero noise. Read the full newsletter: https://www.btcbreakdown.com/p/issue-654
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.