2068: FRANCE BACKS NUCLEAR BITCOIN MINING – Hash War Supply Shock

Bitcoin technical analysis and August seasonality | bitcoin technical analysis august 2025

Episode highlight: a clear market pulse check showing a short-term pump, key support at $110–$112, and bullish multi-timeframe momentum despite August's historical weakness. This analysis explains price patterns, rising-wedge and cup-and-handle setups, and how monthly and weekly closes affect trend continuation ahead of the next halving cycle.

Institutional flows and ETF changes | blackrock bitcoin etf options boost

We break down $223 million of outflows that halted a 15-week inflow streak and explain why the SEC's decision to increase options position limits (from 25,000 to 250,000 contracts) could reduce volatility. Reduced volatility may spur spot demand, widen BlackRock's lead among spot bitcoin ETFs, and change how institutions allocate to bitcoin on a risk-parity basis.

Corporate buyers and treasury accumulators | meta planet 463 btc buy

Meta Planet's August purchase of 463 BTC (roughly $53 million) demonstrates ongoing corporate treasury accumulation. We discuss how public companies are using dips to add bitcoin, the momentum behind corporate bitcoin treasuries, and the long-term compounding effect of regular accumulations on supply dynamics.

Nation-state adoption and mining strategy | france bitcoin mining nuclear energy

France’s shift toward mining with idle nuclear energy signals an unusual but strategic repurposing of surplus power. We unpack the "global hash war" thesis — nations moving from banning bitcoin to hoarding it as a monetary and strategic reserve — and what that could mean for future supply shocks and bitcoin scarcity.

Media narratives and skeptics | peter schiff bitcoin predictions tally

AI analysis tallied 237 bearish predictions from a longtime bitcoin critic contrasted with bitcoin’s multi-year price gains. The episode highlights how public narratives influence sentiment but are often poor timing indicators for long-term adoption and price discovery.

• Actionable angle: watch $110–$112 support and post-Labor Day legislative developments.
• Market structure: SEC-authorized in-kind creations and expanded options may change arbitrage flows.
• Macro context: institutional adoption, corporate buys, and national mining can create structural tailwinds for bitcoin.

This episode is tailored for traders, treasury managers, and bitcoin strategists seeking practical trade levels, institutional flow context, and a macro view of adoption trends that could shape price discovery through 2025–2027.