Blockware Intelligence Newsletter: Week 165

Bitcoin on-chain analysis, mining analysis, macro analysis; overview of 2/8/25 - 2/14/25

In this week’s edition of the Blockware Intelligence Newsletter, we provide an in-depth analysis into the following topics:

• Metaplanet (+3,500% YoY)

• Sovereign Wealth Funds Adopting Bitcoin

• State Pension Funds Adopting Bitcoin

• Large Banks Adopting Bitcoin

• CPI, $DXY, US-10 Year

• Stablecoins & the Future of the Dollar

• US Customs Seizure of ASICs and its Impact on Bitcoin Miners

There’s no time to waste, so let’s get right into it!

Metaplanet Madness

Metaplanet (3350.T), the Japanese Strategy (formerly known as MicroStrategy) “Copycat”, had a monster week, reaching heights north of 7,000¥. At the time of writing, Metaplanet is the number 1 performing stock in the world on a year-over-year basis. How?