Dr. Pippa Malmgren Discusses Bitcoin's Role Amid Geopolitical Tensions

In a recent discussion, Dr. Pippa Malmgren, a former White House economic advisor and founder of the Geopolitica Institute, elaborated on the implications of the U.S.-Greenland security deal, emphasizing its ties to the ongoing space race rather than just ice or mineral resources. She pointed out that the Arctic's strategic importance is underscored by missile tracking and satellite ground stations.

Malmgren connected these geopolitical factors to broader market trends, including the implications of the U.S. debt situation and China's decision to sell U.S. Treasuries. She also discussed the transition from fiat currency to digital money, suggesting that Bitcoin could play a pivotal role in this evolution.

Her insights reflect a growing recognition of Bitcoin not just as a digital asset, but as a potential safeguard against monetary debasement in an increasingly complex global landscape.

New Insights from André Dragosch on Bitcoin's Fair Value

According to Bitwise’s André Dragosch, the fair value of Bitcoin is estimated to be $197,000. He emphasizes that the speed of the 10-year Treasury yield's increase is more critical than its absolute level, noting that a rise of 80 basis points within 20 trading days could signal danger.

Dragosch discusses the potential for a stock market correction to prompt a Federal Reserve pivot, which he believes could trigger a significant Bitcoin bull market.

Key topics covered include:

• Operation Choke Point 2.0 and the shift of crypto support to Republicans
• Implications of political stances on Bitcoin and crypto
• The role of blockchain in the age of AI
• Bitcoin's potential for unbanked populations and cross-border payments
• Global Bitcoin adoption trends

Disclaimer: The views expressed are those of the participants and do not reflect the official policy of any affiliated entities. This content is for informational purposes only and should not be considered as investment advice.

New Developments in El Salvador's Bitcoin Strategy

• El Salvador is launching a government app called Sivar, which allows citizens to send and hold digital dollars using stablecoins instead of Bitcoin.
• The app is developed by Modveon, a startup that utilizes Coinbase's Base blockchain network for transactions.
• In a recent survey, 92% of Salvadorans reported not using Bitcoin for transactions as of 2024.
• Only 1.75% of remittances to El Salvador were processed through crypto wallets, according to the International Monetary Fund (IMF).
• In 2025, reforms linked to a $1.4 billion IMF loan ended Bitcoin's mandatory status as legal tender in El Salvador.
• Despite the shift towards stablecoins for transactions, El Salvador continues to hold Bitcoin as a store of value in its national treasury.
• El Salvador received nearly $10 billion in remittances in 2025, with 92% originating from the United States.
• The Sivar app charges a flat fee of $2 for transfers to El Salvador, but the cost-effectiveness of stablecoin remittances is still under scrutiny.
• Political challenges to President Bukele's Bitcoin strategy are expected as the 2027 election approaches.

Latest Insights on Bitcoin and ETF Trends

• As of September 28, US Bitcoin exchange-traded funds (ETFs) experienced only $31 million in inflows, indicating a decline in institutional demand.
• BlackRock’s iShares Bitcoin Trust led with $54.84 million in inflows, bringing its total holdings back above 800,000 BTC for the first time since May 26.
• Grayscale’s Bitcoin Mini Trust added $10.32 million, while Fidelity’s Wise Origin Bitcoin Fund recorded outflows of $10.90 million.
• The latest inflow marks the weakest day in a streak of eight trading sessions of positive inflows for US spot Bitcoin ETFs.
• Bitcoin is currently trading around $84,000, facing significant selling pressure from long-term holders concentrated in the $84,000 to $85,000 price range.
• ETF inflows have decreased sharply from nearly $1 billion at the start of last week to just $31 million, indicating a substantial drop in institutional interest.
• For Bitcoin to continue its rally, it must break through the $84,000 to $85,000 supply zone and maintain its position above this level.