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Weekly Brief

Weekly Brief 2026/05

From 18% Sales Growth at Steak 'n Shake to 700,000 Merchant Locations in South Africa: Bitcoin Adoption is Going Vertical.

Weekly Brief 2026/05
January 30, 2026
pretyflaco

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.

The Big Number: Steak 'n Shake reports an 18% increase in store sales so far in 2026, crediting their "Bitcoin champions" and the strategic integration of sats into their daily operations.
1) Merchant & Enterprise Adoption

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.

  • Steak ’n Shake: Beyond their BTC treasury, the brand is seeing direct sales growth from their orange-pilled customer base.
  • Travelwings: You can now book flights and holidays globally using Bitcoin Lightning. This opens up high-value travel categories to the circular economy.
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.

  • Ozow + MoneyBadger: A major South African payment gateway launched "Crypto Payments," making Bitcoin practical at a massive, national scale.
  • Zambia via USSD: BitZed’s Bitcoin service is now fully available via Machankura’s USSD code. This allows users to buy and spend BTC without a smartphone or data connection.
3) Usage Metrics & Spend Proofs

Hard data is beginning to surface, showing that Lightning is moving beyond retail into essential everyday services like transportation.

  • Cape Town Parking: Real-world proof of paying for parking at the V&A Waterfront using Lightning via MoneyBadger and the Blink wallet.
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.

  • Bitcoin Ekasi & Babies: In South Africa, the "engine is officially roaring" as butchers pay millers and local shops pay their suppliers—all in Bitcoin.

The Future of the African Circular Economy

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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