On January 15th, the Senate Banking Committee was supposed to mark up the crypto market structure bill. The legislation that would finally clarify whether the SEC or CFTC regulates digital assets.
I had conversations early last year that the GENIUS Act would be the easy one to get through but Clarity would be a different beast altogether.
Add to that you have America’s midterm elections coming up and if they don’t get it done pretty early on here in 2026 chances are we won’t see it for a while yet.
Then Coinbase CEO Brian Armstrong pulled his support and called out provisions that would ban tokenized equities, restrict DeFi, and weaken the CFTC.
The committee postponed yet again.
Talk about the power of the crypto lobby, eh?
And Bitcoin holders then did something rather interesting… they put their Bitcoin into cold storage and that’s rather odd because five years ago regulatory uncertainty would’ve tanked Bitcoin 20% overnight.
And today, the price barely even budged.
No great sell off but instead the coins moved into cold wallets signify that people are expecting the price to go up and that they’ve made their investment for now.
Why?
Because the big players already know how this ends.
There have been several things that have happened to prove their point.
Banks got their Bitcoin ETFs approved.
Custody solutions are regulated and insured.
Payment stablecoins have a federal framework through the GENIUS Act.
The CFTC and SEC are working together instead of fighting turf wars.
The details matter but the direction is set.
When Bitcoin holders respond to regulatory delays by moving coins into self-custody instead of selling... that tells you everything about conviction both short and long term.
Hold up...
If you’re tracking these governmental moves, you need the complete framework.
I wrote “The Million Dollar Bitcoin... And How You Can Profit” for exactly this moment. Because headlines tell you WHAT happened. The book tells you WHY it matters... and what comes next.
What you get:
The complete 7-pillar thesis (institutional adoption is just one piece)
Real stories like Laleh escaping Afghanistan with her Bitcoin seed phrase
The exact risks you need to know (no sugarcoating)
How to calculate YOUR position based on your financial goals
Why the math makes $1M Bitcoin inevitable, not hopeful
This isn’t about convincing you to buy Bitcoin. It’s about giving you the information to make your own informed decision.
Order now. Start reading today. Decide for yourself.
190 Publicly Traded Companies Have Bitcoin On Their Balance Sheets.
As of late 2025, 190 publicly traded companies hold Bitcoin on their balance sheets. That’s up from basically zero five years ago. They collectively control roughly 5% of Bitcoin’s circulating supply.
And investors expect that number to grow significantly in 2026.
MicroStrategy (of course) leads the pack with 687,410 BTC as of January 14.
That’s 3.2% of total supply locked up in one company’s treasury. At an average cost of $75,353 per coin.
But here’s what matters more than the raw numbers...
These aren’t traders moving this back and forth.
They’re treasuries.
When MicroStrategy buys Bitcoin, it doesn’t hit the sell button three months later or basically ever.
When MARA or Metaplanet add to their stacks, they’re thinking in years and decades.
This is permanent capital formation.
Every Bitcoin that moves from exchange hot wallets to corporate cold storage is a coin that’s not available for the next seller and it tightens the liquid supply.
It makes price discovery happen with fewer coins in circulation.
And the trend is accelerating.
Companies looked at 2025 and saw:
Bitcoin ETFs launching (regulatory clarity)
Fair value accounting approved (no more impairment charges)
BlackRock, Fidelity, Wells Fargo, Morgan Stanley all offer Bitcoin products (institutional validation)
What do you think happens when 190 becomes 290? When 5% becomes 7%?
Supply shock meets demand surge and price is the only variable that can adjust.
When Bitcoin starts looking less like a gamble and more like a treasury strategy... you get a one-way trip to seven figures.
$1M Bitcoin isn’t a prediction we believe it’s inevitable.
Keep watching the flows. Keep watching the treasuries. Keep watching which way the suits are actually moving their money.
That’s where the signal lives.
P.S. If you haven’t ordered “The Million Dollar Bitcoin” yet, do it now. This newsletter gives you headlines. The book gives you the complete thesis. Available on Amazon right now. Start reading today when it can still change your tomorrow, not “someday.”