Cracks Begin to Show in Davos

Edited by Aubrey Jesseau

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Good day Bitcoiners! Welcome back to the Beaver Bulletin, three minutes of bitcoin signal every week.

Historically, Davos has often felt like a high-altitude “worry club” where the world’s most powerful people gather to solve problems they frequently (un-admittedly) helped create.

This year the tone was undeniably different. Speakers acknowledged that debt is unmanageable and trust in institutions is eroding. Worried as always, it was considerably more introspective. The cracks in the system have become too big to ignore.

The U.S. Secretary of Commerce stated plainly: “The Trump administration and myself, we are here to make a very clear point: Globalization has failed the West and the United States of America. It’s a failed policy.”

“Globalisation” being the longtime modus operandi for the Davos crew, specifically referring to their dream of a borderless world governed by relentless economic expansion and technocratic solutions. “You’ll own nothing and be happy.”

Now, the system is strained and everyone knows it. What used to be whispered in back rooms or ignored altogether is taking center stage. And while it could be considered introspective, it more likely represents lines being drawn in the sand, as the powers-that-be jockey for control over the new power structures emerging in the world.

In other words, the polite facade of a unified global order has officially dropped.

We don’t know what happens next, but we do know Bitcoin was made for this moment.

Enjoy another Saturday edition ☕️

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⚖️   Market

• Bitcoin trips back to early January levels, CA$122K as of writing. Beaver Bitcoin BTC-CAD
• Bitcoin’s Fear & Greed index edges back into ‘fear’ territory. X

🌐  WEF in Davos

• President Trump uses truflation data saying core inflation is 1.6% and continues pushing hard for lower rates. X
• Trump also says he’s committed to ensuring “America remains the crypto capital of the world,” praising the Genius Act while advising work on the bill is looking to “unlock new pathways for Americans to reach financial freedom.” X
• “Globalization has failed”. Commerce Sec. Howard Lutnick tells attendees. YouTube
• Coinbase CEO, Brian Armstrong challenges French central bank governor on Bitcoin. François Villeroy de Galhau says “I trust more independent central banks with a democratic mandate than private issuers of Bitcoin”. Armstrong hit back: “Bitcoin is a decentralized protocol. There’s actually no issuer of it. So in the sense that central banks have independence, Bitcoin is even more independent. There’s no country or company or individual who controls it in the world.” Not bad from the naked mole rat. X
• Armstrong again: “We’re seeing the birth of a new monetary system, the Bitcoin standard.” Amen, Brian. X

🇺🇲  USA

• Treasury Sec. Bessent says the U.S. government will add seized bitcoin to its digital asset reserve. Specifically stating they will “add seized bitcoin to our digital asset reserve, after the damages are done.” X
• Michael Saylor on the US Strategic Bitcoin Reserve: “They get it, they understand it. We will see the US move very, very aggressively into Bitcoin.” X

📈  Trending

• Larry Lepard: “When this next wave hits, Bitcoin isn’t going to $140K. It’s going to $250K, $300K, or $350K.” X
• Strategy says at 11%, Stretch ($STRC) is the highest dividend paying US-based credit. The implications here are massive. X
• Financial analyst Lyn Alden says, “I continue to view Stretch as having the biggest potential reach out of all of Strategy’s preferreds.” Lyn expects insatiable demand for this product. X
• Iran’s central bank is allegedly stockpiling Bitcoin, according to a report. MSN
• Max Keiser tells Russell Brand that bitcoin is the next global reserve currency and the dollar is going to $0. Fire emoji. X
• Coinbase CEO says “I think that bitcoin could hit $1M by 2030. I still think that’s true.” X
• Coinbase CEO also warns those without at least 5% of their net worth in BTC “will probably be sad.” X
• MetaPlanet CEO Simon Gerovich says, “Strategy acquired the equivalent of 63% of our entire stack in a single week.” Saylor is truly on another level. X
• Ross Ulbricht celebrates one year of freedom. X

🦫  Beaver Bites

• Watch our latest episode of Why Bitcoin Wins with OG Bitcoiner, Sunny Ray, on YouTube. Sunny first bought bitcoin at $14 and founded India’s first Bitcoin exchange. A true pioneer. Don’t forget to like and subscribe ⚡️

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On Jan 20th, Strategy announced an acquisition of another 22,305 BTC for $2.13 billion at $95,284 per bitcoin. They now hodl 709,715 coins.

Two days later Saylor tweeted, “Thinking about buying more bitcoin.” X

It’s funny because it’s true, and this is the paradox of Bitcoin. The more you understand it, the less satisfied you feel with your stack. Not because of greed but because of clarity.

Bitcoin reframes our worldview, especially how we think about things like money, risk and sovereignty. When it clicks, every bitcoin purchase feels less like speculation and more like freedom, power and responsibility.

I’m thinking about buying more bitcoin too, Michael.

Have great weekend.

Shravan

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The information provided in this bulletin is for informational purposes only and does not constitute financial advice.