🗞️ Are Stablecoins Basically CBDCs? • U.S. Pres. Posts "Greatest Bitcoin Explanation of All Time" Video • What is Tokenisation? • U.K. to Sell $7.2B Bitcoin Stash? + Latest Bitcoin News!
Block Height: 906,581 • Bitcoin Price: $117,272
👋 Welcome to The Bitcoin Mindset Newsletter—your legendary source for curated bitcoin news, education, and entertainment!
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🔝 Top Stories
Bitcoin’s 200-Week Moving Average Tops $50K…
Tether’s Latest Freeze Reignites Decentralisation Debate…
What Is Tokenisation..?
OpenAI Says Robinhood’s “OpenAI Tokens” Are Not OpenAI Equity…
UK Chancellor Considers Selling $7.2B in Bitcoin…
Trump’s Bitcoin Holdings Reportedly Reach $2B…
India’s Wealthy Are Swapping Gold for Bitcoin…
10 AI Chatbots Predict Bitcoin’s Path to $1 Million…
Future Pensioners to Be Worse Off, Government Warns…
Bitcoin Minimum Fee Rate Slashed…
Bitcoin’s First Batman..?
U.S. President Posts Legendary "Greatest Bitcoin Explanation of All Time" Video…
And much much more. Subscribe now!
📙 Book of the Week
Introducing…
Meditations by Marcus Aurelius. Pick up a copy here on Amazon!
🔎 What is Tokenisation?
BlackRock’s CEO, Larry Fink, recently said he's “a huge believer in crypto” and urged the SEC to “rapidly approve” asset tokenisation. But what is Tokenisation?
Tokenisation is when a real-world asset like real estate, art, company shares or even fiat money (stablecoins) is represented digitally on a blockchain as a “token.” These tokens are issued and managed by a central entity (a company, government, or platform). You have to trust that this entity:
Actually holds the underlying asset.
Won’t freeze or manipulate your token.
Will honour redemptions (i.e., give you the real asset if you ask for it).
Won’t rug-pull you or go bankrupt.
In short, tokenisation puts a digital face on a traditional, trust-based system. It might be more efficient or transparent, but it still relies on a middleman.
“Bitcoin, not crypto”, is the revolution! Bitcoin is not a tokenisation of anything. It's a native digital asset in itself that exists independently, without backing from a government or company. The rules are enforced by code, maths and energy, not by trust in a 3rd party. When you own Bitcoin in self-custody, you hold it without depending on anyone else to redeem or validate its existence.
Tokenisation is just putting old trust models on a new rail. Bitcoin replaces trust with a trustless (no trust needed) system of verification.
👀 Must Watch
Bitcoiners often say Bitcoin is a Trojan horse but with the newly signed and celebrated GENIUS Act, what if this time the government is trying to Trojan horse us? ⬇️
You’ll own tokens and be happy. Whilst there are obvious benefits to tokenisation, much like our current system, it forces you to trust third parties. Bitcoin’s beauty is its trustless design: no middlemen, no permission needed. The blockchain’s decentralised consensus ensures your wealth is yours, verified by maths, not counterparty’s promises. ⬇️
OpenAI clarified that Robinhood’s so-called “OpenAI Tokens” are not OpenAI equity, stating they have no agreement with Robinhood and do not endorse them. In response to users, Robinhood stated the tokens offer retail investors indirect exposure to private markets via a special purpose vehicle. ⬇️
Matt Kratter breaks down why he believes stablecoins are essentially just Central Bank Digital Currencies (CBDCs) in disguise and warns people to stay far away. ⬇️
Are stablecoins just CBDCs in disguise? They’re definitely not part of the revolution to separate money from the state. Although, since they’re still just “melting ice cubes”, they’ll likely push more people toward Bitcoin in the end. ⬇️
📰 Latest News
Stablecoin or CBDC? Tether’s Latest Freeze Adds Fuel to Decentralisation Debate.
Following its latest freeze of nearly $86K in stolen USDt, Tether’s enforcement capabilities are again in the spotlight — raising questions about centralised control in stablecoin ecosystems.UK Chancellor Mulls Selling $7.2B Bitcoin Stash to Plug Gap in National Finances.
UK Chancellor Rachel Reeves is reportedly exploring the sale of the government’s holdings of confiscated Bitcoin, worth $7.2 billion (£5.33 billion). Trade association CryptoUK has urged the government to reconsider, saying that such plans would “run contrary” to efforts to foster growth in the UK’s crypto sector.
Trump Media Stock Sees 8% Bump as Bitcoin Holdings Reach $2B.
Trump Media and Technology Group announced on July 21 that its Bitcoin and Bitcoin-related assets accumulation now totals $2 billion and represents around two-thirds of its total liquid assets of approximately $3 billion.
Bitcoin Bull Run 'Likely Close to Over' Says Trader as XRP Flips McDonald's.
Bitcoin is still failing to rechallenge recent all-time highs, leading to doubts over future BTC price strength. A deeper rebound could rescue the situation, says analysis, as altcoins steal the limelight. XRP now has a larger market cap than McDonald’s.
India's Rich are Swapping Gold for Bitcoin. Here's Why.
Now-a-days more of India's rich are putting a slice of their gold-backed wealth into shiny new digital coins like Bitcoin.
Future Pensioners to Be Worse Off, Government Warns.
People retiring in 2050 will be worse off than pensioners today, the government has warned, unless action is taken to boost retirement savings. It has also commissioned the next review of the state pension age, which is currently 66-years-old and already scheduled to rise to 68 by 2046.
The Cost Of Self Custody: TANSTAAFL
The cost of an on-chain transaction is an inescapable variable in the cost of self custody, even for off-chain layers.
The $3.5B Shift: How Bitcoin Miners Are Cashing in on AI.
Although Bitcoin mining relies on devices called ASICs, mining companies have access to energy-dense data centers and power infrastructure. As demand for AI compute skyrockets, many miners are repurposing or upgrading their facilities with GPUs to support AI training and inference workloads.
10 Leading AI Chatbots Predict Bitcoin's Wild Ride to $1 Million.
Last week, we challenged ten artificial intelligence (AI) chatbots to forecast bitcoin’s price at the close of 2025 and most leaned heavily bullish, with one model aiming as high as $225,000.
Bitcoin is Becoming Infrastructure—Not Just an Asset.
Institutions are leveraging Bitcoin as programmable collateral and a treasury asset, driving the next wave of financialisation.
Jack Dorsey's Bitcoin-Centric Block Inc to Join S&P 500 This Week.
Block Inc, the tech company that operates several business units in the digital asset ecosystem, will be added to the S&P 500 effective Wednesday, July 23. The stock traded higher by 10% in aftermarket trading after the news was confirmed late Friday.
Vanguard Slams Bitcoin—But Now Has Billions Tied To It Thanks To Index Exposure.
The $10 trillion asset manager has famously refused to touch Bitcoin and other cryptocurrencies while its peers have jumped headfirst in the past year. Now Vanguard is the largest shareholder in Strategy (NASDAQ:MSTR), a firm whose value proposition is that it is the most established Bitcoin proxy in the stock market, Bloomberg reported on Monday.
Increases to the country’s reserve fund reflect the consolidation of Bitcoin from other government-owned wallets rather than fresh purchases, the IMF report states.
Bitcoin Minimum Fee Rate Slashed by 90%—Is That a Good Thing?
Top Bitcoin blockchain explorer Mempool posted this week that now users of the biggest crypto network can pay as low as 0.1 satoshi per virtual byte (sat/vByte) to get their transactions processed. A satoshi is the smallest unit of Bitcoin, with 1 satoshi equaling 0.00000001 BTC.
Bitcoin’s First Batman? Peter McCormack Plans to Buy His Own Police Force.
Bitcoiner Peter McCormack says the police "have failed" the town of Bedford and insists he can do a better job by deploying his own security team.
📺 Entertaining Videos
Dominic Frisby explains how the UK’s FCA “protected” investors out of 2,000% gains, but also has been pushing everyday savers toward volatile Bitcoin treasury companies instead of Bitcoin itself. He also breaks down the UK-listed firms now pivoting to Bitcoin treasury reserve strategies. ⬇️
Joe Nakamoto tells the story of Peter Kroll—the OG Bitcoin billionaire behind the legendary website Bitaddress.org. While staying out of the spotlight for years, Peter has been quietly building a Bitcoin-powered future. ⬇️
The U.S. has long claimed to hold around 200,000 Bitcoin, similar to China’s reported stash. But a recent FOIA request reveals the U.S. Marshals only hold 28,988 BTC. So where’s the rest? The Trump administration promised an audit, but it’s yet to be seen. ⬇️
If you’re young and thinking about retirement, this video explains why it will be impossible to retire without bitcoin! ⬇️
🔍 Community Highlights
🗣️ Timeless Quotes
“Bitcoin is math. Math has been around for thousands of years. 2+2 will equal 4, and it will for another thousand years.”—Paul Tudor Jones
🧡 Meme of the Week
⚠️ Disclaimer
The Bitcoin Mindset Newsletter is interested in low-time preference thinking and how FreedomTech (Bitcoin, Nostr, encryption, the internet etc) can help build a better and freer future. Like Bitcoin, this newsletter is politically non-partisan; Bitcoin is for everyone! The content we share (including videos, memes, books & social media accounts) does not necessarily reflect the views of this newsletter.
We don’t cover financial advice, shitcoinery, trading tips, or get-rich-quick schemes. Whilst fiat mindsets chase pumps, Bitcoiners are building a better world for future generations. Everything here is for informational purposes only and should never be mistaken for financial, investment, or legal advice.
Being self-sovereign comes with responsibility. Don’t trust—verify. Do your own research and think for yourself. After reading this newsletter, don’t buy Bitcoin—study it.