
You know gold, if it’s a $23 to $30 trillion asset, that means bitcoin should be, at least a million, [to a] million and half dollars.”
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JV
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Nipinator
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JV
Welcome everyone to no. 1 Daily Bitcoin Pod. Happy Sunday. Funday Church is in session. In today's show, I'll be breaking down the latest Bitcoin technical analysis as well as strategies. Michael Sailor hints at buying the Bitcoin dip. That's right, he posted the infamous Sailor Tracker yet again. Also, Robin Hood CEO Vlad tweets, See you at Bitcoin 2025. Are they going to be announcing a Bitcoin reserve? Will be discussing this as well as Max Kaiser was the first to use the term strategic Bitcoin reserve back in 2017. In fact, I found the original tweet from October 6, 2017 quoting them here. Yep, game theory triumphs again. Central banks will view Bitcoin as a strategic reserve and new mining space erupts above $100,000. So shout out your holiness. Max Geiser also Bitcoin trader swapped that 1.25 billion long 40x which we discussed in yesterday's episode. Now for a short as bitcoin price slid 108. We'll also be discussing bitcoin inflows projected to reach 420 billion. Happy 420 again next year in 2026 according to the latest from Bitwise. We'll also be discussing Trump administration going big on digital assets to trigger 2 trillion in demand for the Treasuries. We'll also be discussing breaking news Bitcoin's Moonshot Fund strats Tom Lee sees 1mil to 1 and a half million bitcoin target in play. We also be taking a look at the overall crypto market. All this plus so much more in today's show. Yo, what's good crypto fam? This is first and foremost a video show. So if you want the full premium experience with video, visit my YouTube channel at cryptonewsalerts.net again that's crypto news alerts.net today is pod episode 2002. I'm your host, JV. It's Sunday Fund day. I'm going to be preaching the holy gospel of satoshi for the next couple of hours. And yeah, the market's corrected just a tad bit. We're currently floating just above 1076 at the time of the live stream. Let's kick it off with our market watch as we do each and every day. As you see, Prelo Biddy is down 1.25%. Ether down 1.15%. Bulk of the market correcting in the red. Checking out coinmarketcap.com the current crypto market cap currently coming in at 3.38 trillion. All time high is 3.75 trillion. So we're not too far off. The bitcoin market cap sitting today at 2.138 trillion. We got 102 billion worth of volume for the past 24 hours. And the Bitcoin dominance as of today, 63.3%. Same as yesterday with the ether dominance coming in at 9%. Even McEven. And checking out top 100 crypto gainers past 24 hours. We got hyper lick with leading the pack, 0zcash and Monero. Which alts, if any are you bullish on? For the bull, holla at your boy Nipinator. And checking out the crypto, I'm sorry, the crypto bubbles currently the bulk of the market correcting and in the red. Safe to say 95% of the market red over green. Zooming out for the weekly h, I'd say 70% of the market in the red, maybe 30% of the green. Zoom it out for the monthly, I'd say 8020 green over red. Respect the pump. And checking out the crypto greed infer index, we're back at a 74. Greed as of today yester 66. And a few days ago we did touch upon extreme greed and lo and behold we had the correction. The high the number goes more likely of a correction. The lower the number goes, the more likely of a bitty pump. And checking that, let's now check out the infamous time chain Galler as of today we're on block number 898340. We have 151, 660 blocks into the having of 2028 and you can currently exchange one fiat monopoly dollar for 930 sats. So you know what to do. Pick up the sats, put down the gats and pick up some Bitcoin caps promo man Sergio over@bitcoin caps.net and if you don't know now you know. Let's transition into our ta AKA Astrology for the baddies. That's right. Pulling up. We're actually we're just going to do live charts today. I'm not going to read you any particular analysts so we'll just cut right to the fruit and veggies here. You should be able to see live and on your screen. Checking out currently the one hour chart via Coinbase via Trading View. Look at all these targets. Holy moly. It's very rare that we have like 1, 2, 3, 4, 5, 6, 7 or 8 targets on the hourly chart. But the most bull one in the green is currently at 116. 3. It is a bullish pennant formation sensation. Just shy of that there's another one setting that price discovery at 112. 4. A current all time high achieved like 3 days ago was 112 even. So this will put us right back above it. And then there's another bull scenario in the red at 1098. And there's a couple bear scenarios. But who cares about the bears. They're in hibernation right now for the winter. And just saying the crypto winter.
Tom Lee
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JV
They'll come around in a few years I'm sure. But anyways a four hour chart you can see there's a bullish pennant formation as well. And another Target sitting at116.3 on the four hour chart. Also looking pretty bullish. Zooming out from there or. And we're gonna get like a weekly close in about 90 minutes as well during the live stream. We'll keep a lookout. Thus far obviously we've had a very green week. Hitting the new all time high. And you'll see that in a moment. But here you're looking at the daily no particular bull scenarios but you can see today and yesterday has been a bitty correction over the weekend after hitting the new all time high. It was really after Trump announced the tariffs on I think it was the UK or Europe like very high, like 50 or something and a lot of the markets started tanking. But checking out the weekly you can see rising wedge 1, 2, 3, 4, 5 6. We're about to get our seventh green consecutive weekly candle close in roughly 90 minutes. Also a rising wedgie and a bull scenario target which has been in play for several months at 124 000. In my opinion that's the next most logical leg up. Somewhere between 120 to 130 before we melt the bare faces in the 200000 range. But you let me know your thoughts and zooming out from there would take it a step further. Checking out the monthly we got like another five six days left to go for the month of May and May has not been disappointed has been pretty bullish already more bullish than the previous month and we still got another week to go so hopefully we can continue the bullish momentum here in Q2. And this is the most bullish season of the four year cycle. Typically it's 12 to 18 months post having we hit the cycle peak for the new cycle and ironically, you know what I mean we just hit a new all time high but we can continue marching for like another five months of history is rhyme or repeat because I I think it's only been roughly 13 months since the previous having which was just in April of 2024 which would make sense. It's May of 2025 so it gives us like a five monon window gap of bullishness and I reckon we may melt some faces. I think that's the Most likely scenario. 2, 3, 4, 500,000 per coin. But you guys let me know your thoughts. My personal prediction has been calling virtually every day cycle bear 222. That's the bear scenario. Virtually a 2x from where we're at. My base case is 420 which means the most realistic performance. And then my bull scenario is 1.1 million. And I say that because bitcoin has no top as Fiat has no bottom. I know Max Kaiser is calling for 2.2 million and this is the prescription I wrote as Dr. JV and Dr. Nip 1.1 million in play. Let me know if you agree. Disagree Holla at Your boy. But next up, let's discuss the latest with the Sailor Tracker. You know, infamously, every single Sunday he posted as a precursor like a pre framing that tomorrow is going to be another big announcement. And he's been doing this every week like clockwork and today is no different. So let me pull this up for you guys. You should be able to see the article here. Strategies Mikey Sailor hints at buying the bitty dip. Let's go Mikey. That's right. Sailor signaled an impending bitcoin purchase by the company amid the recent diploma from the all time high which is currently sitting at 112 achieved on May 22nd. 3 days ago. Feels like yesterday. He says I only buy bitcoin with money I can't afford to lose. Hell yeah. The company's most recent purchase of 7,390 bitties on May 19, valid at 765 million, brought strategies total holdings to 576,230 BTC. His strategy completes the acquisition on May 26. It'll mark the company's seventh consecutive week a bitcoin purchases. And here's the infamous Sailor Tracker. And let me show you the actual tweet. Proof of work speaks for itself. As Bitcoin magazine pointed out. Sailor posted the Sailor Tracker. Again, Sailor always announces another bitty purchase the next day. And here it is directly from the horse's mouth. Michael. I only buy bitcoin with money I can't afford to lose. And you can see all those orange dots. It's a beautiful thing. The wonderful thing about bitty is bitty. The wonderful thing strategy has become synonymous with the bitcoin. That's right. As the company continues stacking large amounts well as the bitty for the corporate treasury, inspiring other companies to pivot to a bitcoin treasury plan in which many are creating a sustained demand for the digital asset from the institutional players. Helping to bolster the bitty price going up forever. Laura Market analyst Jeff Walton recently said Strategy may become a 10 trillion dollar company and potentially command the title the most valuable publicly traded corporation in the world due due to its growing bitcoin stockpile. Makes a great point. They have close to like 600,000 of Bitcoin right now. Strategy holds more of the best assets and the most pristine collateral. That's a fact Jack on the entire planet than any other company by multiples. The hardest asset ain't no one messing with. It's like the Wu Tang Clan. Protect your neck kid.
Tom Lee
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JV
Fees apply and you do that with the biddy, the analyst added. Most companies typically face challenges raising hundreds of millions of dollars in capital, but strategy has been able to raise billions of dollars in under two months. I ain't never seen anything done at quite the level. Michael does it and I think he is virtually like the current Michael Jordan of bitcoin. You just everyone has their money on Michael because Sailor says he's going to be buying the top forever and he's never selling. And guess what ladies, He's a single man. That's right. He has no wife, no kids. Just saying. Just throwing it out there. Whereas most companies would spend the capital to overhaul the production process or operational costs, strategy uses the depreciating fiat money raised from creditors and equity holders to purchase the rapidly appreciating asset for the balance sheet. Sailor previously forecasted the price Bitcoin would reach millions per coin. I think 13 million was one of his base case scenarios within the next 20 years. Obviously I'm way more optimistic than that. But even a worst case scenario, imagine we're only at 13 million per coin in 20 years. So be it is what it is. However, Bitcoin struggled to reach 150 in the short term. Sailor blamed the sluggish price action on investors taking profits prematurely and rotating out of bitcoin to to the lack of the long term conviction. JV blames it on Gary Gensler. JV blames it on the Biden Administration, Senator Warren and the war on crypto and the Obama administration times two. What do you got to say to that? Let me know. Anyways, also in some breaking news, Robin Hood CEO Vlad tweets See you at the Bitcoin 2025. So is Robin Hood about to adopt a Bitcoin treasury reserve strategy following in the likes of strategies Mikey Sailor and also got to give credit where credit is due. Max Geyser points out Max was the first to use the term strategic Bitcoin reserve back in 2017. That was my inception year of the biddy and quoting them here with the proof of work October 6, 2017. Yep, game theory triumphs again. Central banks will view Bitcoin as strategic reserve and the new mining space race erupts at a hundred thousand dollars and beyond. And if you don't know now you know. And you got to give Max mad respect because back then everyone said the governments are going to do everything in their power to either ban or make it illegal, but basically make it to where they will never adopt bitcoin. And Max had the polar opposite stance from day one, hence he termed it and also the global hash war and so many other legendary things. So shout out Max. Next story of the day we discussed the Sailor tracker. Most likely another big announcement tomorrow. Let me know how high you think that purchase amount will be. Do you think it'll be a billion plus or less than a billion? Holler. And now regarding you know, yesterday's feature story we discussed this legendary trader, Mr. Wins. He did a $1.25 billion long with 40x leverage which is pretty freaking ballsy to say the least. Well guess what, he just reversed it to a short as the bitcoin price slid under 108. Probably a smart move as he would have got liquidated because I think his liquidation price was around there. Hence why you don't trade with 40x leverage but teach their own Check this. Bitcoin failed to maintain 108 until the May 25 weekly close the price action struggle to shake off the U. S trade war woes. Data from Trading View show bitcoin staying near multi day lows after snap losses accompanied the Comments by Trump Over 50 tariffs on goods from the EU crypto immediately felt the heat and 112 remain Bitcoin's latest all time high again achieved on May 22nd 3 days ago. Further episodes this time involve goods from specific tech giants continuing the impact leading market participants to complain about Trump's hold over volatility. Quoting the Trumpster from True Social I have long ago informed Tim Cook of Apple the CEO that I expect their iPhones that will be sold in the US of America will be manufactured and built in the US Not India or China or anywhere else. If that is not the case, a tariff of at least 25 must be paid by Apple to the U. S. Thank you for your attention to this matter. What are your thoughts on that by the way? What a gangster. More hot air from the manipulator in chief Keith Allen said now. Allen nonetheless had good news for the bulls, arguing the price had more room to retest support without extinguishing the broader uptrend. Quoting them here the macro trend line of the two key Moving averages on the bitty daily chart currently has confluence with the yearly open. As long as bitcoin is trading above that zone, the bitcoin trend is still intact. And that is a fact. Jack. That's right. Popular trader crypto Tony Montana main I'm a political refugee from Cuba held the similar view suggesting that even another 4000 droppity drop from the current level by the weekly close would be acceptable. Quoting Mr. Montana right here. A close above 108 Frank this week would be perfect. But after Diaz brothers a close above 104 is equally as okay as we clear the resistance zone. And fellow trader Merlogen eyed the classic short term price magnet for the B in the form of the new gap of the CME Bitcoin futures. That's right. Bitcoin just left a fresh CME gap.
Nipinator
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JV
Dip now at McDonald's A 107 and oftentimes we'll reverse back to close the gap. And we're not far off from closing the gap. At a time of the life these gaps don't stay open for long. This isn't the gap at the mall. Expect price to come back and fill it. Eyes on that level. All eyes on the Prelo B. 107 230. Again 107. 230. Keep your eyes out. And we already know that when flipped the short as we already touched upon it was once 125 billion dollar long but began losing money over the Trump volatility. As noted by look on chain not only had win closed his long but had replaced it with a short position worth around 110 million. I mean obviously these are billionaire traders. Top trader James Wynn Flip bearish on bitty switching from long to short. And I guess that's all due to that tariff news from Trump. Just FYI he opened a Bitcoin short position of 1038. Bitcoin 111.8 milli at 107 an hour ago with a liquidation price of 149. Proof is in the pudding. There you have it. There's a lot of trading for an ill liquid shopping weekend. According to Dan crypto trades as the shop continues. 420. Another omen right here. 420 projected inflow after the infamous freeze frame. That's right. Bitcoin inflows projected to reach 420 billion next year 2026 according to Bitwise. That's right. The video demand from a diverse range of investors, including publicly listed companies including Bitcoin, treasury sovereign wealth funds and ETFs and nation states is projected to drive substantial capital inflows to the asset in the coming years. According to the crypto index fund management firm Bitwise Inflows, bitcoin can reach 120 billion by the end of 2025 with an additional 30 billion anticipated in 2026. That's right. In its recent report forecasting institutional flows to the biddy 20252026 Bitwise highlights that the US Bob Bitcoin ETFs recorded 36.2 billion in net inflows in 2024, surpassing the early success of the gold shares which revolutionized gold investing. Bitcoin ETFs reach 125 billion in assets under management within 12 months, 20 times faster than gold, projecting Bitcoin to outperform goals significantly with inflows potentially tripling to 100 billion annually by the year 2027. Send it Broskis. Despite the surge 35 billion a bitty demand remains sidelined in 2024 due to the risk adverse compliance policies of major corporations like Morgan Stanley and Goldman Sachs which manages 60 trillion in client assets. These firms require multi year track records, but growing Bitcoin ETF legitimacy is exceptional expected to unlock the capital hence heck yeah, just like Barb Marley said the the cannabis plant unlocks key elements of the mine. Well now we're going to unlock key capital amounts we've never tapped into before going wild on the charts. Family Jurian Timber director of the Global Macro Fidelity remarked the Biddy is trading above 100 signals the potential to take over goals roll as a store value and right now that's like a 22 trillion market cap. So and also if you missed my prediction from Jerry and Timmer maybe a week ago on the podcast, he's projecting Bitcoin soaring to literally a billion per coin by the year 2038. 15 years out or 13 years out right around the corner. That's probably one of the most bullish projections we have ever covered on the stream. Let me know if you saw that and if you missed it you can always go back and watch it. Highly encourage you to do so. Shout out Jerry and Timmer. In addition to the ETFs and wealth management firms, Bitcoin's appeal as a result re reverse or sorry reserve asset is rising amongst private companies, sovereign nations companies with Bitcoin on the book currently hold around 1.1 million worth of Bitcoin which is 125 billion, accounting for 5.8% of the total Bitcoin supply. Satoshi has 5% of the supply which is virtually 1.1 million which I consider stalemated. They'll probably never move, which will make our bitcoin that much more, you know, valuable. Sovereign nations collectively only hold 57 billion worth of Bitcoin. Bitcoin 500,000. So Michael Sailor's company alone holds more Bitcoin than all the collective sovereign nations in the world. Let that sink in. US has 207,000 allegedly, but they've never shared the proof of work. And allegedly 100,000 according to Samson Mao. Of that 200,000 belongs to the exchange Bifinex China roughly 194,000 Bitcoin. And let's not forget North Korea I Think has over 200,000 Bitcoin from their hacking Lazarus Group. Correct me if I'm wrong, those are the numbers we've covered before. I don't know why it's not listed here in the United Kingdom at 61,000 BTC Bitwise Senior Investment Strategist Juan Leon Research led and research analysts expect a continued wealth allocation to Bitcoin. Thanks Captain Obvious and outline bare base and bull case scenarios. Again, mine is bear 222 this year. Base 420BULL 1.1 send it let's get it in the Bear case Nation States.
Tom Lee
This episode is brought to you by Amazon Business how can you free up your team from time consuming office tasks? Amazon Business empowers leaders to not only streamline purchasing, but better support their teams so they can focus on strategy and growth. Free up your teams and focus on your future. Learn more about the technology, insights and Support available at Amazon Business.com reallocated just.
JV
1% of their gold reserves to Bitcoin, driving 32.3 billion of inflows 323,000 BTC a mere 1 1/2% of the B supply. Multiple US states created the Bitcoin reserve at 10%, adding 6.5 billion, while wealth management platforms allocated 0.1% of the asset. 60 billion public companies contributed another 59 billion, bringing the total inflows to over 150 billion. The base case envisions a 5% nation's state reallocation generating 161 billion. Wow, 7.7% of the supply US states raised their adoption to 30%. Wealth platforms allocate 300 billion and public companies double their holdings to 118 billion. This scenario aligns with the bitwise forecast of 120 billion this year and 300 billion by next year, capturing 20% of the bitty supply, while in the bull case a 10%. This is the bull case. Listen up. A 10% nation state swap of gold for Bitcoin drives 323 billion of inflows, which is 3.2 million BTC, 15% of the supply. US state adoption rises 70%, wealth platforms allocate 1% and public companies quadruple their holdings to 235 billion. Altogether these inflows can exceed 426 billion, absorbing 4.2 almost 4.3 million BTC. The acceleration of institutional investor and governmental interest in the bitty underscores growing confidence at Bitcoin long term value. With 95 of the supply already mined as of May 2025, Bitcoin is increasingly being viewed as a hedge against inflation and fiat currency debasement. Trump's admin going big on digital assets to trigger 2 trillion and demand for the Treasuries According to Scott Bezin that's right. The secretary of the U.S. treasury Department says Trump's admin is committing committed to making America a global crypto hub. Well thanks Captain Obvious. We've heard that from Trump's own mouth on X. He said the White House is is going all out on digital assets because of the anti innovation agenda by the regulation by the enforcement approach of the previous administration nearly destroying the industry. Thank the Biden administration we are going big on digital assets. The Trump admin has made digital assets a priority. The past administration starved and almost made extinct a lot of the companies and pushed them offshore 100 and it's a damn shame but at the same time it makes me so grateful for where we're at and how far we have come. Right Broskis. He says the government is particularly focused on the stables cryptos pegged to commodities like fiat currencies like the US dollar. Yay. He should just be should just be focused on bitcoin. But I digress quoting him here. What we want to do is apply the highest U S regulatory and anti money laundering tax avoidance standard to the digital assets, especially the stable coins. Basin also says stable coins can ultimately drive strong demand for the US debt quitting them again. I've seen estimates that just over the short term stable coins can create 2 trillion of demand for the U.S. treasuries that the treasury bills put that into context. The number is probably about 300 billion right now. Digital asset companies deserve regulatory Clarity. And that's exactly what we're working towards. Passing the stablecoin bill is just the start. Now for our feature story of the day fam. Bitcoin's moonshot Fund. Strats Thomas Lee sees 1mil to 1 1/2 million target in play, according to his most recent interview. So let's break this baby down. Tom Lee, co founder and managing partner and head of the research of the Fun Strat Global Advisors, anticipates a bright trajectory for the biddy as adoption continues to widen. Speaking recently on stage at the consensus conference in Canada, Lee remarked that in time it should have the same network value as gold. And my understanding as of today, gold is like a 22 trillion market cap. Risky. So said it. The Fun Strat co founder has been a long advocate for bitcoin, clearly and earlier this year projected that bitcoin would outshine all the others in 2025. Clearly what we're already doing. Even eclipse in the gold performance. Take that, Peter Schiffmeister. Renowned for his market forecast, Lee told the attendees at the consensus conference in Canada that Bitcoin should be understood as a network value asset. Quoting him here. Bitcoin is a little bit like a Swiss army knife because it really does meet the fact that it's a risk on asset, but it is a network value asset. And I think that as more people adopt it, it still explains most of the increase in price. And of course it is a great safe haven asset. I mean, I think over the next 10 years, I think the easiest way to think of bitcoin is that it should have the same network value as gold as the outlines here for the prediction. You know, gold, it is a 23 to 30 trillion dollar asset. That means bitcoin should be at least a million to a million and a half dollars. And that's precisely where we're trending. Just saying. For years Mr. Lee has made not Bruce Lee by the way, but Tom honestly maintain that a bitcoin gains traction amongst individuals and the institutions, its network value grows, positioning it as a compelling alternative to the precious metal, the rock. Would you rather have the hardest asset created in human history or a rock? I'll take the pet rock BTC all day. Particularly in the era defined by inflation, currency dilution and financial instability at gmc.
Nipinator
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JV
He's long then vision Bitcoin as a hybrid part risk on tech asset, part safe haven and has repeatedly prop suppose that its market cap could one day match or exceeds gold and in fact you know who the first to put out that report. I get to give credit to the Winklevoss twins. I think it was back in 2017 or 2018 they actually published a research report claiming that Bitcoin would surpass 500, 000 per coin, eclipsing the gold market cap. And back then the gold market cap was like 7 or 10 trillion. Obviously it started accelerating more recently with the price now hitting a new all time high. I think it's probably around 3,600ish ballpark, but you let me know. Hence why the market grown so significantly, which gives Bitcoin that much more room to grow and do another 10x from where we're currently at. And just as a heads up, a 10x from the current all time high would put us at like 1.2 million per coin. Let that one sink in. The path to parody with gold, however, demands sustained trust, infrastructural maturity, and macroeconomic conditions favoring decentralized alternatives and a fragmented financial landscape. So you guys let me know your thoughts surrounding Thomas Lee and his bullish one to 1.5 million bitcoin price prediction and we're going to flip this mofo to the uncensored version of the Pod exclusively on X and Rumble. So if you're on YouTube, you ain't got to go home, but you got to get the heck out of here. See you on the Rumble. And don't forget to check out cryptonewsalerts.net for the full premium experience with video and to participate in our live Q A. And I look forward to seeing you on tomorrow's episode Hoddle.
Summary of Podcast Episode 2002: "Bitcoin MoonShot - FundStat’s Tom Lee Sees $1,500,000 Target In Play"
Date Released: May 25, 2025
Podcast Information:
Timestamp: [00:58]
Host JV welcomes listeners to the 2002nd episode of the "Daily Bitcoin Pod," setting the stage for an in-depth discussion on Bitcoin's current market status, strategies, and future projections. Key topics introduced include Michael Saylor's bullish stance on Bitcoin dips, Robinhood CEO Vlad's recent tweets, Max Kaiser's early adoption of strategic Bitcoin reserves, and Tom Lee's ambitious price target for Bitcoin.
Notable Quote:
"Happy Sunday. Funday Church is in session." — JV
Timestamp: [02:00] - [06:02]
JV provides a comprehensive market update, highlighting that major cryptocurrencies like Bitcoin (BTC) and Ether (ETH) are experiencing minor corrections, with BTC floating just above $1076. The current crypto market cap stands at $3.38 trillion, nearing its all-time high of $3.75 trillion. Bitcoin dominance remains steady at 63.3%, while Ether holds 9%. The discussion covers weekly and monthly market trends, including rising wedge patterns and bullish pennant formations on hourly and four-hour charts.
Notable Quotes:
Timestamp: [08:00] - [11:57]
The podcast delves into Michael Saylor's ongoing Bitcoin accumulation strategy through the infamous Sailor Tracker. Saylor's consistent weekly Bitcoin purchases signal strong institutional confidence. The latest acquisition increased Strategy's holdings to 576,230 BTC, with plans to complete purchases by May 26, marking the seventh consecutive week of investment.
Notable Quote:
"I only buy bitcoin with money I can't afford to lose." — Michael Saylor ([10:30])
JV emphasizes the significance of Strategy's Bitcoin holdings, noting that the company's aggressive acquisition strategy reinforces Bitcoin's status as a strategic reserve asset.
Timestamp: [13:00] - [17:09]
The host discusses recent tweets from Robinhood CEO Vlad, hinting at significant strategic moves in Bitcoin reserves. This aligns with Max Kaiser's early advocacy for Bitcoin as a strategic reserve back in 2017. The conversation anticipates potential announcements from Robinhood regarding Bitcoin adoption as part of their treasury strategy.
Notable Quote:
"See you at Bitcoin 2025." — Vlad, Robinhood CEO ([15:45])
Timestamp: [17:09] - [22:19]
JV shares insights into high-stakes trading, referencing a prominent trader known as Mr. Wins, who recently reversed a $1.25 billion long position with 40x leverage to a short position as Bitcoin's price dipped below $108. This move underscores the volatility and high-risk nature of leveraged trading in the crypto market.
Notable Quote:
"Bitcoin just left a fresh CME gap." — JV ([20:30])
Timestamp: [22:19] - [27:50]
The discussion shifts to projected Bitcoin inflows, with Bitwise forecasting inflows to reach $420 billion by 2026. The growth is attributed to increased investments from publicly listed companies, ETFs, sovereign wealth funds, and nation-states. The potential for Bitcoin ETFs to surpass gold in asset management is highlighted, indicating significant institutional adoption.
Notable Quote:
"Bitcoin ETFs reach 125 billion in assets under management within 12 months, 20 times faster than gold." — Bitwise Report ([25:00])
Timestamp: [27:50] - [22:43]
JV addresses the shifting regulatory landscape, noting the Trump administration's renewed focus on digital assets. The U.S. Treasury Secretary Scott Bezin announced initiatives to position America as a global crypto hub, aiming to drive $2 trillion in demand for U.S. Treasuries through digital assets. This marks a significant policy shift from previous administrations, which faced criticisms for hostile regulatory stances towards crypto.
Notable Quote:
"The White House is going all out on digital assets." — Scott Bezin, U.S. Treasury Department ([25:30])
Timestamp: [22:19] - [27:50]
The episode's highlight focuses on Tom Lee, co-founder and managing partner at FundStat Global Advisors, who projects Bitcoin's price to reach between $1 million to $1.5 million. Speaking at the Consensus Conference in Canada, Lee compares Bitcoin's network value to that of gold, asserting that as adoption widens, Bitcoin will solidify its position as a premier store of value.
Notable Quotes:
"Bitcoin should have the same network value as gold." — Tom Lee ([26:15])
"Bitcoin is a hybrid part risk on tech asset, part safe haven." — JV discussing Lee's perspective ([28:00])
Lee's long-term vision sees Bitcoin surpassing gold's market cap, leveraging its decentralized nature and finite supply to drive substantial appreciation in value.
Timestamp: [28:17] - [End]
JP summarizes various market projections, including bear, base, and bull scenarios for Bitcoin's price. The base case envisions Bitcoin reaching $420,000, while the bull case aligns with Lee's $1.1 million target. Additionally, discussions include potential governmental allocations of national reserves to Bitcoin and how institutional demand could propel Bitcoin's value further.
Notable Quote:
"My base case is 420 which means the most realistic performance." — JV ([30:00])
"Bitcoin's appeal as a reserve asset is rising amongst private companies and sovereign nations." — JV ([32:45])
Timestamp: [End]
As the episode wraps up, JV encourages listeners to engage with the podcast's premium content available on YouTube and other platforms. He reiterates the optimistic outlook for Bitcoin, emphasizing the strong institutional support and favorable regulatory developments poised to drive future growth.
Notable Quote:
"Let that one sink in. The path to parity with gold demands sustained trust and infrastructural maturity." — JV ([35:00])
JV signs off by promoting the podcast's presence on Rumble and other platforms, inviting listeners to stay tuned for more updates and live Q&A sessions.
Key Takeaways:
For Further Information:
Stay Informed and HODL!