BITCOIN + MACRO

----------------------------------------
BITCOIN + MACRO
#NEOWEALTH SNAPSHOT
11 JUNE 2025
----------------------------------------

> BITCOIN SUPPLY STRUCTURE

Individuals : 52.84% (11.1M BTC)
CEXs (Exchanges) : 16.42%
Miners : 9.77%
ETFs / ETPs : 6.18%
Custodians : 2.12%
Governments : 1.34%
Still to be mined : 5.35% (~1.12M BTC)

>> #Bitcoin remains sovereign. Only 5% left to mine.
>> Held mostly by individuals; not institutions.

----------------------------------------
MEA MACRO CONTEXT (AFRICA & MIDDLE EAST)
----------------------------------------

• SSA debt service = >50% of revenues
• 20 nations spent more on debt than health + education
• 36M food-insecure in W. Africa; projected 52M by Aug
• #Algeria: drought + inflation → 63% forgo Eid sacrifice
• #Egypt: inflation ~21%, FX reliance remains high
• #Ethiopia: IMF-led reforms → inflation down from 30% to 13%
• #Nigeria: ₦600K for Eid ram; parallel FX markets draining $2.1B/mo
• #South Africa: SARB eases to 7.25%; ZAR down 16.4% YTD
• #Kenya: inflation at 3.8%, CBK rate cut to 9.75%

----------------------------------------
BITCOIN ADOPTION WAVE
----------------------------------------

• UAE: 25.3% crypto ownership (world’s highest)
• Iran: $1B+ via mining → central bank for imports
• Sudan/Gaza: Bitcoin = lifeline as banks collapse
• Across the region = FX hedge, cross-border rail, asset escape

✓ Financial rails not reliant on USD
✓ Store of value in FX crises
✓ Bridge to sovereign HNWI capital + energy monetization
✓ Escape from predatory debt cycles

----------------------------------------
THE MISSION
----------------------------------------

Don’t wait for permission.
Don’t trust broken systems.
Don’t hedge with hope.

Opt out #nostr. Take custody. Regain control.