The U.S. government's BTC stash grows from a 127k BTC seizure by the DOJ as “budget-neutral” acquisition plans stall. While Washington drags its feet, institutions keep stacking and the market shrugs off old coins moving. Josh Friedeman, Trey Sellers, and Jon Gordon break down Bitcoin’s so-called IPO moment, Square’s Lightning rollout, and Steak ’n Shake’s balance-sheet flex - signals of Bitcoin’s quiet advance from a seemingly "niche" interest to infrastructure.
KEY TAKEAWAYS

DOJ’s Bitcoin stash raises questions about USG's BTC approach: HODL or return?
Old coins moving test market absorption - liquidity without collapse
Square’s Lightning integration could orange-pill millions of merchants
Steak ’n Shake’s reserve shows brand adoption turning real
Fewer influencers, more builders - the network is maturing
CONNECT WITH JON
𝕏: @thebitcoinyogi
Instagram: @jongordon9
LinkedIn: Jon Gordon
Websites: Satoshi Health | Sound HSA

CONNECT WITH TREY

𝕏: @ts_hodl
LinkedIn: Trey Sellers
Website: treysellers.com
Newsletter: firebtc.substack.com

CONNECT WITH JOSH

𝕏: @joshuafriedeman
LinkedIn: Josh Friedeman

SHOW PARTNERS
Velas Commerce — Build with Bitcoin. Build with Lightning. Velas creates high-performance websites, apps, and POS integrations purpose-built for Bitcoin commerce. → https://velascommerce.com
Strong Wealth — Bitcoin-native wealth planning for business owners, HNWIs, and families transitioning generational assets. Smart estate strategy meets hard money principles. → https://strongwealth.net

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