This Week in Bitcoin 79: Collateral Damage
Oct 29, 2025
Recent Fed rate cuts have sparked discussions on their impacts, while the AI sector grapples with layoffs and hiring practices. The rise of Bitcoin-backed loans is highlighted, with platforms like Ledn approaching $1 billion in originations. JPMorgan's surprising move to accept Bitcoin and Ether as collateral sheds light on changing financial landscapes. CleanSpark's pivot to AI data centers raises questions about energy use and mining. The conversation also delves into multi-sig privacy improvements and Lightning Network innovations.
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Factor QT End Into Market Liquidity
- Expect liquidity to improve modestly when the Fed stops quantitative tightening and reinvests into T-bills from December 1st.
- Treat this change as a mild bullish signal for markets, but don't assume an automatic Santa rally.
Rare-Earth Deals Reshape Tech Supply Chains
- The U.S. is rapidly negotiating rare-earth and supply-chain frameworks with partners to reduce Chinese dominance in mining and refining.
- These moves matter across tech, AI, iPhone production, and Bitcoin mining hardware supply chains.
Use Bitcoin Lines Of Credit Rather Than Selling
- Consider Bitcoin-backed credit products to access fiat without selling BTC, including new flexible lines of credit.
- Use these lines for short-term expenses so you can keep stacking sats and avoid large fixed 12-month loans.