Why Bitcoin?
For 16 years, Bitcoin lived in a paradox. It’s undeniably brilliant in design and unmatched in architecture.
Yet, it got written off by governments and gatekept by banks. It became a drop in a massive sea of speculative tokens and meme coins. Misunderstood, mislabeled, and easy to dismiss.
However, 2025 is the year where it all flipped. Not politely, but a violent 180° overnight.
The most significant pivot in the history of modern financial assets.
While you were mindlessly doom-scrolling, the macro backdrop turned abysmal
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Global debt now sits above 235% of world GDP (public + private).
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Public (sovereign) debt is roughly $111 trillion in 2025; the U.S. and China hold just over half.
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China has launched a ¥10 trillion (~$1.4T) local-debt stabilization program.
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The Bank of Canada has formally ended Quantitative Tightening (QT) and re-opened balance-sheet plumbing (repos/T-bills).
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The U.S. Federal Reserve has also ended QT on December 1, 2025, shifting to reinvestments.
The translation? More money is about to be injected into the system, which may sound like good news!
But the bad news? Without any positive economic growth, newly-printed money doesn’t create more value, it simply steals value from the existing ones in circulation.
Visibly, governments are fully aware of this, which is why Gold has been the anchor of value for millennia.
However, the signal as of late is unmistakable. Gold’s demand hit a record high in 2024 and continued strongly in 2025 with no signs of stopping.
So, who’s accumulating? And why?
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China kept adding through 2025; official holdings reached ~2,304 tonnes by October.
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Russia remains a top-five holder with >2,300 tonnes on the books.
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Singapore has scaled meaningfully in recent years, with ~200 tonnes held by MAS.
Gold is essentially the escape hatch when governments become fully aware that currencies are over-issued. And by accumulating gold which is scarce, it retains value far better against fiat currencies that keep on getting printed in the trillions.
However, gold isn’t perfect either.
It’s heavy, lacks portability, illiquid and impossible to divide at scale. There’s a good reason why you’re not paying for Starbucks using gold!
Gold is the answer.
As always.
Bitcoin:
The Power Of 21 Million
Bitcoin used gold as a template to preserve what made it valuable (scarcity, neutrality, self-custody) while also solving what gold couldn’t in a digital world:
instant auditability, effortless divisibility, borderless final settlement, and a hard cap of only 21 million.
For 16 years, that wasn’t enough to convince the people who run the system.
In 2025? Those in power stopped pretending.
Before Bitcoin ever got a warm welcome The White House, it went through the grinder first.
Under the Biden administration, the crypto industry went through what many called “Operation ChokePoint 2.0”.
A quiet, coordinated squeeze on crypto. Banks were discouraged from serving exchanges and crypto firms, accounts were shut down with no explanation, and regulators used enforcement to scare the entire sector into a corner.
Governments Made the First Move
Operation ChokePoint 2.0
July 27, 2024:
From “Problem” to Priority
At Bitcoin 2024 in Nashville, Donald Trump stood in front of a roaring crowd and did two things no U.S.
President had ever done:
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He promised to create a strategic Bitcoin reserve for the United States.
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He vowed to make America the “Bitcoin capital of the world” and a global leader in mining and digital-asset innovation.
That speech turned Bitcoin from something Washington tolerated into something the next administration planned around.
The first clear sign that political winds had completely shifted.
January 23, 2025:
The Door Officially Opens
Trump’s first big move in office was Executive Order 14178 – “Strengthening American Leadership in Digital Financial Technology.”
In plain language, it said:
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The U.S. will support the growth of digital assets and
blockchain, not suffocate it like before.
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Americans will have the right to self-custody, transact, mine, and build on open public blockchains for lawful purposes.
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Agencies must build a clear federal framework for digital assets instead of regulating by random punishment.
This was the formal end of the “choke point” era and the start of a pro-Bitcoin, pro-crypto policy regime.
March 6, 2025:
Promises Made, Promises Kept
President Trump signed Executive Order 14233, creating the Strategic Bitcoin Reserve (SBR) and a separate U.S. Digital Asset Stockpile for other coins and tokens.
Key points, in simple English:
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All seized government Bitcoin is pooled into a national Bitcoin reserve instead of being auctioned off and dumped on the market.
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Other seized digital assets (non-Bitcoin) go into a different bucket, known as the Digital Asset Stockpile.
On paper and in law, the U.S. government now recognizes Bitcoin’s significance amongst crypto assets, which is why two separate reserves were established.
March 7, 2025:
The Digital Assets Summit at the White House
The very next day, the administration hosted the first-ever White House Digital Assets Summit.
From that stage, Trump doubled down on the same message he gave in Nashville: that the United States will lead in Bitcoin and digital assets, not chase from behind. The tone was crystal clear.
Bitcoin now had a seat at the table in Washington.
July 18, 2025:
The GENIUS Act
On July 18, 2025, Trump signed the GENIUS Act, the first full federal law on crypto assets, focused on payment stablecoins.
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Forces major stablecoins such as USDT to be backed 1:1 with cash or U.S. Treasuries.
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Brings issuers firmly under U.S. financial regulation.
This isn’t “bullish for Bitcoin” per-se, but it does legitimize the plumbing of the digital-asset system and anchors it to the dollar, while Bitcoin sits on top as the apex scarce asset.
Everything you just read isn’t “anti-Bitcoin” regulation. But guess what? We’re not even halfway there.
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The Bank of America (BOA) is enabling wealth advisors to recommend Bitcoin to clients (rollout from Jan 5, 2026), advising them to allocate 1-4% of their entire portfolio for it.
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$12 trillion asset management behemoth Vanguard has reversed its platform ban and opened access to crypto ETFs/funds.
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JPMorgan and Morgan Stanley have both filed structured notes linked to Blackrock’s $100B IBIT Bitcoin ETF.
Translation:
Your banker’s finally talking to you about investing in Bitcoin. Years ago, no one would believe this being possible.
Wall Street Now Opened
The Floodgates
Wait, Did We Mention Blackrock?
Yes, THE Blackrock managing assets worth approximately $11.5 trillion also happens to own the world’s leading Bitcoin ETF.
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Their iShares Bitcoin Trust (IBIT) matured into a $70-100B ETF by late 2025, making them one of the fastest-scaling funds on record.
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Abu Dhabi’s Mubadala Sovereign Wealth Fund disclosed a position close to $500M invested in IBIT, proof that sovereign capital is pouring into Bitcoin.
Demand now arrives through regulated ETFs, bank-issued notes, brokerage shelves, and sovereign wealth. The macronomics has shifted so greatly, yet the world is bidding for a supply that doesn’t grow.
Gold remains the analogue escape valve, but Bitcoin is the digital vault: instantly verifiable, trivially divisible, and globally portable. In an economy that settles at the speed of light, that matters more than you think.
We Already Told You, There Will Only Be 21 Million.
Our stance?
We’re educators, not financial advisors. Our role here is merely to educate you on an asset that very few understand. Everything we teach at The Autonomy Project strictly serves as educational content and not financial advice.
At the end of the day, you decide.
In 2025, ignoring Bitcoin isn’t neutral anymore. It’s a bet against policy, against math, and against where the financial plumbing has already moved. However, we refuse to influence your personal investing decisions.