Governments Want Bitcoin and They're Coming for the Leftovers

Whales are locking away record amounts of Bitcoin, Michigan is trying to buy in, and Canada is scrambling to regulate stablecoins before they take over.

If you want to see where the next tidal wave of capital might hit, this is where the water's pulling back.

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Market-Moving News

This week isn't about price spikes—it's about who's quietly cornering the future.

Long-term holders are swallowing the Bitcoin supply, governments are plotting crypto reserves, and central banks are bracing for stablecoin disruption.

If you want to stay ahead of the crowd, this is your early map of where the next big money could land.

Markets

Bitcoin Illiquid Supply Hits Record 14.3M BTC as Big Holders Tighten Their Grip

Bitcoin's illiquid supply has climbed to an all-time high of 14.3 million BTC, according to Glassnode. That means over 72% of all Bitcoin in circulation is now parked with holders who rarely sell.

These are coins sitting quietly in cold storage, not bouncing around on exchanges. And that shrinking liquid supply is a major reason prices can spike fast when demand heats up.

Long-term holders (LTHs) have been the driving force behind this trend. Since January, wallets dormant for over seven years have grown by 422,430 BTC.

Fidelity says this is just the beginning. They estimate LTHs and corporate treasuries could lock up 6 million BTC by 2025—over 28% of all Bitcoin that will ever exist.

Meanwhile, whales are vacuuming up almost 300% of the new BTC being mined each year. Exchanges are bleeding coins at a record pace as more holders pull their stash into self-custody.

This marks a major power shift as traditional finance enters the arena. ETFs and treasury firms are quietly consolidating more of the supply each quarter.

Take: If you're wondering why Bitcoin refuses to crash for long, this is why. With so little supply left to sell, even small bursts of demand could launch prices like a compressed spring—so staying positioned early might be smarter than chasing later.

Policy

Michigan's Stalled Bitcoin Reserve Bill Suddenly Springs to Life

Michigan's long-frozen Bitcoin Reserve Bill just started moving again. After seven months collecting dust, it advanced to a second reading in the state House.

The bill would let Michigan invest up to 10% of its reserves into Bitcoin and possibly other crypto.

That's a big step for a state treasury that traditionally sticks to cash, bonds, and mild caffeine.

If it passes, Michigan would join Texas, Arizona, and New Hampshire in building Bitcoin reserves. Texas already allocated $10 million for BTC in June, while the others are still warming up.

This isn't just local hype—Washington is watching. The US House recently asked the Treasury to study creating a national Bitcoin reserve, too.

Sovereign BTC adoption has quietly become one of 2025's biggest trends. States and countries are adding Bitcoin to their balance sheets while companies keep doing the same.

Bitcoin's price is up 25% this year and even tagged $124,500 in August. That kind of performance gets lawmakers' attention fast.

Take: If governments start competing for Bitcoin like companies are, scarcity could kick in hard.

You don't need to front-run Michigan—but keeping an eye on which public treasuries move next could help you ride the wave early.

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Regulation

Bank of Canada Sounds Alarm on Stablecoins as Adoption Surges

Stablecoins are quietly eating the world's payment rails—and Canada's central bank just noticed.

Deputy Governor Ron Morrow warned that Canada needs federal stablecoin rules before it falls too far behind.

He pointed out Canada's slow payments modernization compared to the US and the UK. Cross-border transfers cost far more in Canada than in most developed nations.

For immigrant communities sending remittances, that's painful. Many pay 5–10% in fees just to move small amounts back home.

Stablecoins could slash that cost to under 1%, according to industry experts. That's a massive efficiency jump—and a threat to legacy payment networks.

Morrow stressed stablecoins must be "as safe as the balance in your bank account" before scaling.

Right now, Canada has no federal framework—only patchy provincial rules and anti-money laundering laws.

Industry leaders warn Canadian firms risk losing global competitiveness if rules don't arrive soon. The US is already pushing ahead with its GENIUS Act, while the UK refines its sandbox models.

Take: Canada risks watching the stablecoin economy boom from the sidelines. If it acts fast, it could capture a chunk of this trillion-dollar market—if not, the US might simply run away with it while Canadian firms play catch-up.

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Future Forward

The biggest wins almost never stroll down the red carpet—they sneak in through side doors while everyone else stares at the spotlight.

By the time the crowd catches on, the early movers are already packing their bags (and profits).

Momentum isn't magic; it's math, timing, and a lot of quiet buildup.

The sharpest traders don't chase the noise; they track the capital currents that swell long before they crash onto shore.

Spotting those ripples early is what turns "lucky breaks" into well-timed moves. And that's how you stay ahead of the stampede instead of getting trampled by it.

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Crypto Know-How: What Is Nubank?

Nubank is Latin America's biggest digital bank—and it's not your typical old-school lender.

Born in Brazil, it now serves over 100 million people across Brazil, Mexico, and Colombia through a sleek app instead of dusty branch offices.

It started by shaking up banking with fee-free credit cards and easy mobile accounts.

But in recent years, Nubank has been diving headfirst into crypto, letting customers buy and hold coins like Bitcoin and Ethereum right from their banking app.

In 2022, it even added Bitcoin to its own balance sheet, showing it believes in the tech, not just offering it.

This year, Nubank announced plans to test stablecoin payments with its credit cards as stablecoins explode in popularity across Latin America.

For you, that makes Nubank one of the clearest signs that mainstream banking and crypto are merging.

When 100 million people can use crypto like cash inside their everyday bank app, you know the future of finance is already sneaking in the side door.

Everything Else

• Bitcoin traders are piling into put options on Deribit to hedge against downside risk even after the Fed's rate cut, signaling caution despite easing and new SEC ETF listing rules.

• The London Stock Exchange listed its first Bitcoin staking ETP via Valour, offering a 1.4% annual yield to institutional investors as the UK inches toward reopening crypto ETNs to retail.

• IG Group bought a 70% stake in Australian crypto exchange Independent Reserve for $72 million to expand across Asia-Pacific, with an option to acquire the remaining 30% later.

• The EU is planning new pension incentives, deeper capital market integration, and expanded oversight that could give ESMA direct authority over crypto firms by 2026.

• Nubank plans to test stablecoin payments with its credit cards, pushing deeper into Latin America's booming stablecoin market as demand for dollar-pegged assets keeps rising.