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Weekly Brief
From 18% Sales Growth at Steak 'n Shake to 700,000 Merchant Locations in South Africa: Bitcoin Adoption is Going Vertical.
This week, the narrative shifted from "how to pay" to "how it pays off." While South Africa activated Lightning across 700,000 potential locations, a legendary American restaurant chain proved that a Bitcoin strategy is a massive driver of real-world business growth.
Bitcoin is hitting the streets through major restaurant chains and global travel portals. It’s no longer just a store of value—it’s an active business outcome driver.
2) Payment Infrastructure & Tooling
Lightning is being embedded into the rails merchants already use. From POS systems to USSD bridges, the friction to "accepting sats" is disappearing for everyone.
3) Usage Metrics & Spend Proofs
Hard data is beginning to surface, showing that Lightning is moving beyond retail into essential everyday services like transportation.
4) Strategic Outlook: The Circular Economy
The real magic is happening in local communities where merchant-to-merchant loops mean sats never have to leave the Lightning Network.
To wrap up a historic week, look at the incredible energy from the African Bitcoin Circular Economy Summit at the Adopting Bitcoin Cape Town conference. This is what the global shift to a Bitcoin standard looks like.
Check out our previous briefs to track the ongoing expansion of the global Bitcoin payment network.
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