BTC Weekly: Week 44 (2025)
Key Events from October 3-November 1, 2025
1. Morgan Stanley lifted most crypto investment restrictions and recommended a 4% Bitcoin allocation to financial advisors. (MarketWatch)
2. JPMorgan announced it will accept Bitcoin and Ether as loan collateral for institutional clients starting late 2025. (CoinDesk)
3. Luxembourg’s sovereign wealth fund became the first EU sovereign fund to allocate 1% of its portfolio to Bitcoin. (Global Government Fintech)
4. Citibank announced plans to launch Bitcoin custody services in 2026 for institutional clients with in-house and third-party solutions. (CNBC)
5. US authorities seized $15 billion in Bitcoin linked to forced-labor scam operations involving China and Iran-connected miners. (Elliptic)
6. Samsung partnered with Coinbase to bring Bitcoin access to more than 75 million Galaxy device users worldwide. (Coinbase)
7. Strategy announced global expansion of Bitcoin-backed credit instruments targeting international markets. (CoinDesk)
8. Bitwise reported public companies holding Bitcoin increased by nearly 40% over the prior three months. (Bitwise)
9. Coinbase added 2,772 BTC to its corporate treasury in Q3 2025 as net income exceeded $432 million. (KuCoin)
10. Bitcoin Core 30.0 launched with OP_RETURN data limit expanded to 100,000 bytes and optional encrypted node connections. (CoinMarketCap)
11. California Governor Gavin Newsom signed SB 822 into law, preventing the state from liquidating unclaimed crypto assets. (Mitrade)
12. CleanSpark secured a 100 MW Wyoming site for AI and Bitcoin mining operations, outbidding Microsoft. (AInvest)
13. Square offered $50 in Bitcoin to the first 20,000 merchants who enable BTC payments to accelerate merchant adoption. (CryptoBriefing)
14. Strategy’s $STRC preferred stock became available on Robinhood, marking the platform’s first preferred stock listing. (Blockspace Media)
15. Elon Musk stated Bitcoin’s energy-based foundation makes it superior to fiat currency, which governments can counterfeit at will. (CryptoSlate)
Morgan Stanley leading with the 4% Bitcoin allocation recommendation is a much bigger deal than people realize. When you're managing billions in client assets and you move from zero to 4%, that's not just permision to allocate, it's an active recommendation that will drive flows. The timing alongside JPMorgan's collateral acceptance suggests the traditional finance guard rails are finally aligning. This feels like the institutional adoption tipping point everyone's been waiting for.