Year 2 on the Arc

As 2025 comes to a close, so does the second year of The Arc. I have greatly enjoyed writing about bitcoin every week of the year and appreciate all of the loyal supporters, new people I have connected with, and all of the feedback I have received.

Bitcoin is a topic that, when you think you have a firm grasp of it, you suddenly find yourself diving deeper and deeper into the rabbit hole, continually unlocking more. I believe I could write about bitcoin every single day and never explore all the theories, possibilities, laws, or ideologies that the hardest asset in the world presents humanity.

To close the year out, I wanted to group and revisit the topics I wrote about over the course of the year, so if any readers are interested, they can reread or pass them along to a friend.

Bitcoin Education and Perspectives:

• The Genesis Block (January 4th, 2025)

• 40 Years of Work for $100,000 (February 21st, 2025)

• An Idea Whose Time has Come (March 29th, 2025)

• Bitcoin Ages in Dog Years (April 25th, 2025)

• Living on a Bitcoin Standard (June 9th, 2025)

• Bitcoin is an Opt-Out (June 23rd, 2025)

• Bitcoin is Freedom Technology (July 4th, 2025)

• One-Liners (August 30th, 2025)

• Price Does Not Matter (October 20th, 2025)

Human Psychology:

• The Rule of 72 and 0.01 (February 7th, 2025)

• Short-term Ego Battles Long-term Thoughts (April 11th, 2025)

• Opt to Save (May 2nd, 2025)

• Your Toys are Yours (May 10th, 2025)

• Bitcoin is the Hurdle Rate (August 1st, 2025)

• Ask Questions and Act (September 6th, 2025)

• Opportunity Cost is the Cost (September 12th, 2025)

• Greed is a Sin (September 27th, 2025)

• Time Preference Above All (October 24th, 2025)

• Be Thankful (November 30th, 2025)

• The Bitcoiner Next Door (December 22nd, 2025)

The Future:

• Bitcoin is the New S&P 500 (January 10th, 2025)

• Five Years From Now (March 21st, 2025)

• The New Guard is Here (June 28th, 2025)

• Bewilderment Intensifies (July 11th, 2025)

• Soon, People Won’t Care (July 18th, 2025)

• Bitcoin Goes Much Higher (September 20th, 2025)

• Bitcoin as Collateral (October 31st, 2025)

• Generational Assets to Save a Generation (December 13th, 2025)

Price Discussion:

• Bitcoin Crashed to Over $80,000 a Coin (February 28th, 2025)

• Pattern Recognition (August 22nd, 2025)

• Uptober Starts with a BANG (October 3rd, 2025)

• A Crash, Gold, and the Magic of Q4 (October 15th, 2025)

• An Ode to Bitcoin Pricing (November 8th, 2025)

• Here We Go Again (November 15th, 2025)

• Ego and Timing (November 22nd, 2025)

The Bitcoin Movement

• SAB 121 Is Gone (January 31st, 2025)

• Bitcoin and Everything Else (April 18th, 2025)

• 1 or 2 Percent Allocation (May 16th, 2025)

• Is It “Gradually, then Suddenly” Time? (May 23rd, 2025)

• Bitcoin and Everything Else Part 2 (June 16th, 2025)

Current Events

• Ross Ulbricht is FREE At Last (January 24th, 2025)

• What the Sheetz Crypto Promo Actually Means (August 8th, 2025)

• Freedom Remains (August 15th, 2025)

• The Knee is Bending (December 7th, 2025)

Bitcoin Strategic Reserve

• Before Strategic Reserve and After (January 17th, 2025)

• The States Will Lead (February 14th, 2025)

• A Positive Step for the People (March 7th, 2025)

• The Strategic Bitcoin Reserve is Here (March 14th, 2025)

The Lightning Network

• Build the Rails (April 4th, 2025)

• You Will Transact with Bitcoin (May 31st, 2025)

• The Future of Payments (July 25th, 2025)

As I revisited all of the material I covered, I also reflected on what has happened for bitcoin over the course of the year. This may have been the year we saw the 4-year bitcoin cycle break.

We saw adoption continue with regulation changes and banks opening their arms to bitcoin. We saw the United States adopt a Bitcoin Strategic Reserve, still no buys yet. However, the United States has positioned itself as the leader in bitcoin. Bitcoin broke above $125,000 in October, yet will finish the year down, the first time ever bitcoin has been down the year after the halving.

Nevertheless, bitcoin fundamentals have never been better. The adoption curve is continuing. A reminder that the bitcoin movement is one that is gradual, then sudden.

2025 is done, and 2026 is upon us. Who’s telling what can and will happen next?

Bitcoin is here to stay.

The Adoption Arc doesn’t lie and the Ark is accepting new passengers.

Don’t get left behind.

Stack SATs.

The views and opinions expressed here are for entertainment purposes only and should, in no way, be interpreted as financial or investment advice. Always conduct your own research when making an investment or trading decision, as each such move involves risk. Nothing contained in this e-mail/article constitutes, or shall be construed as, an offering of financial instruments, investment advice, or recommendations of an investment strategy.