2045: Bitcoin ETF: How BlackRock Took Control of The Game with 700,000 BTC

Summary

Bitcoin News Alerts | Daily BTC News
Episode 2045: Bitcoin ETF: How BlackRock Took Control of The Game with 700,000 BTC
Release Date: July 8, 2025
Host: Justin Verrengia (JV)
Co-Host: Former SEC Chairman Nipinator

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Introduction

In Episode 2045 of Bitcoin News Alerts | Daily BTC News, host Justin Verrengia and co-host Nipinator dive deep into the evolving landscape of Bitcoin ETFs, BlackRock's unprecedented accumulation of Bitcoin, and the geopolitical implications of large-scale Bitcoin holdings by nations. The episode, released on July 8, 2025, offers a comprehensive analysis of market trends, regulatory developments, and strategic moves by major financial players in the cryptocurrency space.

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Market Overview and Technical Analysis

[02:45]
Nipinator kicks off the show by providing a detailed market watch:

• Bitcoin is back in the green, up 0.5%, trading around $187,000, moving steadily $3,000 away from price discovery.
• Ethereum has bounced back above $2,600, XRP is trading at $2.30, and most major cryptocurrencies are in positive territory today.
• The crypto market cap stands at $3.37 trillion, approaching the all-time high of $3.75 trillion.
• Bitcoin dominance is strong at 64.2%, with Ether dominance at 9.3%.
• Top gainers include Kronos (+20%), Floki (+13%), and Zcash (+13%).

Notable Quote:
“Bitcoin up a half a percent on the day trading at around $187,000 at the time of the live, Ether back above $2,600, XRP trading at $2.30 and virtually everything in the green today.” [02:45]

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Bitcoin Accumulation by Long-Term Holders

[05:25] - [09:48]
JV and Nipinator discuss the significant increase in Bitcoin holdings by long-term investors:

• Over 80% of all Bitcoin is currently held by long-term holders, signaling strong conviction among investors.
• The total Bitcoin held by these "diamond hands" reached an all-time high of 14.7 million BTC as of June 5th, worth approximately $1.6 trillion.
• This illiquid supply could amplify Bitcoin’s potential to surge when demand increases.

Notable Quote:
“Over 80% of all the Bitcoin that will ever exist is currently being huddled. Huddle be thy name.” [05:43]

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Truth Social’s Crypto Blue Chip ETF

[09:20] - [15:08]
The hosts delve into Truth Social filing an S-1 registration for a crypto blue-chip ETF:

• The True Social Crypto Blue Chip ETF aims to track top cryptocurrencies, including Bitcoin, Ethereum, Solana, Kronos, and XRP.
• The ETF plans to allocate 70% to Bitcoin, 15% to Ether, 8% to Solana, 5% to Kronos, and 2% to XRP.
• Structured as a Nevada Business Trust, sponsored by Yorkville America Digital, the ETF will be listed on the New York Stock Exchange upon regulatory approval.
• This move aligns with True Social's strategy to bring crypto exposure to both retail and institutional investors via traditional equity markets.

Notable Quote:
“The ETF will allocate 70% of its holdings to Bitcoin, so 70% will be dedicated to Bitcoin, 15% will be dedicated to Ether, 8% to Salana, 5% to Kronos and 2% XRP.” [12:15]

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Meta Planet’s Strategic Bitcoin Acquisitions

[15:08] - [20:14]
Attention shifts to Meta Planet, a Japanese firm making significant strides in Bitcoin accumulation:

• Meta Planet plans to acquire a digital bank in phase two of their Bitcoin strategy, using their Bitcoin reserves to generate cash for business acquisitions.
• Currently holding 15,555 BTC, Meta Planet aims to boost their holdings to over 210,000 BTC by 2027, representing nearly 1% of the total Bitcoin supply.
• Meta Planet’s aggressive accumulation mirrors the strategies of other major Bitcoin treasury companies like Strategy B and MicroStrategy.

Notable Quote:
“Japanese firm Meta Planet plans to eventually use the Bitcoin reserves to acquire cash generating businesses, possibly including a digital bank in Japan.” [15:39]

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Inflows into Public Companies and ETFs

[20:14] - [21:49]
The episode highlights the massive inflows into Bitcoin from public companies and ETFs:

• In the second quarter of 2025, public companies and ETFs collectively acquired 242,766 BTC, worth approximately $26 billion.
  • Public companies bought 131,000 BTC, an 18% increase.
  • ETFs acquired 111,411 BTC, marking an 8% rise.
• BlackRock's iShares Bitcoin ETF alone holds over 700,000 BTC, controlling 55% of all Bitcoin held in US spot ETFs.

Notable Quote:
“Public companies and ETFs acquired a combined 242,766 BTC in the quarter that ended June 30th.” [20:14]

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BlackRock’s Dominance in Bitcoin ETFs

[32:04] - [39:26]
The feature story focuses on BlackRock’s iShares Bitcoin ETF:

• In just 18 months since its launch on January 11, BlackRock’s ETF has accumulated over 700,000 BTC, worth approximately $75.5 billion.
• This accumulation surpasses Michael Saylor’s Strategy B, which holds nearly 600,000 BTC.
• BlackRock, the world's largest asset manager with roughly $11.12 trillion in assets under management, now controls 55% of all Bitcoin held in US spot ETFs.
• Commentary includes a critical take on BlackRock’s influence, suggesting potential nefarious intentions and comparing the firm to the “Illuminati” or “lizard folk.”

Notable Quote:
“BlackRock already the largest holder corporate wise in Wall Street of Bitcoin currently have 700,000 Bitcoin. Clearly they're not going to slow down.” [32:04]

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Geopolitical Implications: Countries Accumulating Bitcoin

[24:03] - [32:04]
JV and Nipinator explore which countries are secretly amassing significant Bitcoin reserves beyond the obvious holders like the US and China:

1. United States:

   • 200,000 BTC held through high-profile seizures.
   • March executive order formalizing the creation of a strategic Bitcoin reserve.

2. China:

   • 194,000 BTC confiscated during the crackdown on the Plus Token scam.
   • Speculation on whether these holdings are liquidated or stored dormant.

3. Bhutan:

   • 71,300 BTC held, with plans to mine more using the country’s hydro power capacity.
   • Bitcoin holdings represent 30-40% of Bhutan’s GDP.

4. United Kingdom:

   • 61,000 BTC seized during money laundering investigations linked to Chinese fraud rings.

5. Ukraine:

   • 46,000 BTC accumulated as a digital war chest to support national defense.
   • Over 70 million USD in Bitcoin donations utilized for military and humanitarian efforts.

6. El Salvador:

   • First country to adopt Bitcoin as legal tender, fostering financial sovereignty.

Notable Quote:
“Bhutan has been quietly building one of the largest nation-state Bitcoin reserves in the entire world. Starting in 2019, Bhutan’s sovereign investment fund began mining Bitcoin using the country’s vast hydro power capacity.” [27:56]

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Risks and Conspiracy Theories Surrounding BlackRock

[39:07] - [39:26]
The hosts express skepticism and concern over BlackRock’s massive Bitcoin holdings:

• Speculation about BlackRock’s long-term intentions, suggesting they may have a "diabolical plan" to control global finances through Bitcoin.
• Comparison to conspiracy theories, including references to Whitney Webb’s research on BlackRock’s influence.

Notable Quote:
“BlackRock, State Street, and Vanguard own 85% of all the stocks in the S&P 500. It’s insane. Whitney Webb's very intelligent young lady. She does excellent research.” [35:20]

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Conclusion and Call to Action

JV and Nipinator wrap up the episode by emphasizing the importance of self-custody in Bitcoin:

• Highlighting the risks associated with holding Bitcoin through intermediaries like ETFs and corporate treasuries.
• Encouraging listeners to learn how to properly self-custody their Bitcoin to maintain control over their assets.

Notable Quote:
“Self custody Bitcoin is not the same as a rapper in which you don't hold or own or control the underlying asset. So what can you do to protect yourself? Learn how to properly self custody your BTC.” [38:32]

The hosts invite listeners to participate in upcoming live streams and engage with the community through their website, bitcoinnewsalerts.net, for a more interactive and premium experience.

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Key Takeaways

• BlackRock’s iShares Bitcoin ETF has rapidly become the largest holder of Bitcoin among corporate entities, accumulating over 700,000 BTC in just 18 months.
• Public companies and ETFs are significantly increasing their Bitcoin holdings, contributing to a $26 billion inflow in the second quarter of 2025.
• Geopolitical movements show that countries like the US, China, Bhutan, the UK, and Ukraine are secretly amassing substantial Bitcoin reserves, impacting the global financial landscape.
• The episode raises concerns about the centralization of Bitcoin holdings in the hands of large financial institutions like BlackRock, urging individuals to consider self-custody to maintain control over their assets.

---

For a more in-depth analysis and to join the live discussion, visit bitcoinnewsalerts.net.

HODL!

Transcript

[Jack Welch]

The Jack Welch Management Institute at Strayer University helps you go from I know the way to I've arrived with our top 10 ranked online MBA. Gain skills you can learn today and apply tomorrow. Get ready to go from make it happen to made it happen and keep striving. Visit strayer.edu Jack Welchmba to learn more. Strayer University is certified to operate in Virginia by Chev and has many campuses including at 2121 15th Street north in Arlington, Virginia.

[Ronald McDonald]

If you went on a road trip and you didn't stop for a Big Mac or drop a crispy fry between the car seats or use your McDonald's bag as a placemat, then that wasn't the road trip. It was just a really long drive.

[JV]

Participating McDonald's let's go. Welcome everyone to no. 1 Daily Bitcoin Pod. In today's show, I'll be sharing the latest technical analysis as Prelo Bitty Pumping Back in the green within 3,000 away from price discovery. Also in today's show, Truth Social files for an S1 for the crypto blue chip ETF tracking top assets which do include Bitcoin, Ethereum, Salana, CRO and XRP. We'll also be discussing Meta Planet Eyes, a digital bank acquisition in phase two of their Bitcoin strategy. And if you don't know, they have been adding and stacking sats like crazy men. Very admirable. We'll also be discussing 26 billion in Bitcoin gobbled up by public companies and ETFs just in the second quarter of this year. That's right, within 90 days, 26 billion worth of BTC from the ETFs. We'll also be discussing which countries secretly own the most Bitcoin outside of the obvious US and China. We'll also be discussing as our feature story Today, Black Rock iShares Bitcoin ETF surpasses 700,000 of the BTC as well as exposing the Black Rock diabolical plan. That's right, the end game. We'll also be taking a look at the overall crypto market. All this plus so much more in today's show. Yo, what's good Bitty Fam? Important update. Moving forward, I will no longer be streaming on YouTube or posting any of my content over on the YouTube platform. Instead, I'll be streaming live daily exclusive on X and Rumble as this is first and foremost a video show. So if you want the full premium live stream experience with video, go ahead and visit my rumble@bitcoin news alerts.net again that's bitcoin newsalerts.net today is pod episode number 2045. I'm your host JV alongside with my co host former chairman of the SEC Nipinator and we're here to bring the heat.

[Nipinator]

Happy 420 it's actually 4:19pm here in beautiful Puerto Rico where I'm streaming live from. Let me know in the live chat at where you're tuning in from as this is first and foremost a live and interactive show. And let's kick it off with our market watch as pre low bitty back in the green yesterday we were in the red. So complete 180 again here. Bitcoin up a half a percent on the day trading at around 187 at the time of the live ether back above 2600, XRP trading at 2.30 and virtually everything in the green today. And checking out coinmarketcap.com the current crypto market cap sitting at 3.37 trillion. Back on a rise all time high 3.75 trillion. Bitcoin market cap today 2.162 trillion. We got 100 billion of volume for the past 24 hours with Bitcoin dominance coming in strong at 64.2% with Ether dominance at 9.3% and checking out top 100 crypto gainers past 24 hours. Kronos leading the pack up 20%, Floki up 13% and we also have Zcash privacy coin up 13% which alts if any are you bullish on for the bull Holla and I'll read those comments out loud here shortly. And checking out the crypto bubbles. Yesterday it was like everything in the red. Today everything's virtually in the green. Just like that. And zooming out on the weekly very similar scenario zooming out on the monthly bulk definitely in the red. Even The Trumpsters coin down 17 in the past month. Actually closer to 18 zooming out for the year. It's a mixed bag I'd say half the market in the green, half the market in the red. There are some respectable gainers but be careful with the coinery fam as a lot of them do get wrecked and never return to once where they were previous bull cycle and great example of that is even the top cryptos including Ethereum and xrp they both have yet to return to their previous cycle all time highs. And with that being shared let's also check out the crypto Greed and fear index. Today is a 65 in greed yesterday 73 last week 60 foe. Remember Nintendo 64 I remember like yesterday and also last month was a 62 and let's see if the Infam Optimus time chain calendar. Yeah, it's back up. It was down for the past couple of days. So we're on block height number 904,614. We have 145386 blocks into the having in 2028. And as of today July 8, 2025 you can exchange one fiat monopoly dollar for 920 cents. So you know exactly what to do. Pick up the stats, put down the gats, pick up some bitcoin caps from a man Sergio over@bitcoin caps.net Next story.

[JV]

We'Ll do a little TA aka astrology.

[Nipinator]

For the baddies of course with that donka donk. As you can see Bitcoin price gained.

[JV]

72 and 84 of the last two.

[Nipinator]

Times the Bitcoin holders did this. In particular we're talking about the long term huddlers or entities holding coins.

[JV]

At least 155 days.

[Nipinator]

Shout out to all my diamond hanes where yet analyzing the long term huddler supply change, credible crypto said the supply increased 80% signaling the strong conviction amongst investor cohort. Quoting them here, over 80 of all the bitcoin that will ever exist is currently being huddled. Huddle be thy name.

[JV]

And over Bitcoin's 15 year history, supply.

[Nipinator]

Held by the long term huddlers has only been over 82 times. There was February of 2024 and October of 2024. Preceding 72 and 84 Bitcoin price rallies.

[JV]

When the majority of the bitcoin total.

[Nipinator]

Circulating supply is held by the diamond hands where yet price moves up aggressively at any hint of any new demand.

[JV]

Quoting the analyst here now that excess.

[Nipinator]

Way back into the hands of the long term hodlers.

[JV]

And with bitcoin treasury companies leading the way, the next impulse is imminent.

[Nipinator]

This next one will also likely be even bigger than the last two. 50,000 plus. Who is ready for 150,000 plus BTC? I'm ready. Bring mom spaghetti and mom meatloaf.

[JV]

Just saying.

[Nipinator]

In bitcoin terms, the total supply held by the long term huddlers hit the all time high. A 14.7 million BTC June 5th. That's worth roughly 1.6 trillion. Now this TRE coupled with the steady purchasing from the institutional investors suggests a scenario where the high percentage of the bitcoin supply becomes illiquid, amplifying Bitcoin's potential to blast off even higher when demand increases and you already know I shared this metric the other day as well regarding the supply and the exchanges being at an all time low. What does that mean? Mother of all supply shocks incoming. Nothing to see here except bitcoin going parabolic reaching new all time highs forever. Laura now anyways, let's discuss this 130 position which is on the table right.

[JV]

Now and I'll show you some of.

[Nipinator]

The charts suggesting the same thing to back it up here. Volumes remain pin near historical lows, but a decisive breach of the 110 resistance can spark a renewed volatility. Some larger players appear to be positioning for just that. According to the Singapore based QCP Capital they shared, they are continuing to add the exposure to September's $130,000 calls while steadfastly holding September the 115 to 140 call spreads underscoring the structurally bullish Q3 outlook. And we have had three bullish consecutive on the monthly chart.

[JV]

I'll show you the proof of work there here shortly.

[Nipinator]

And this is going to be our fourth green monthly candle as the bullish momentum continues. And looking at the bitcoin heat map.

[JV]

It shows you there's also a lot.

[Nipinator]

Of orders sitting at 122 all the way up to 130. So those are the, you know, big targets above 110 current all time high being 112 which was achieved back on May 22nd. And pulling up some of the live charts so we can do our live chart action. Jackson Satisfaction Bo Jackson Joe Jackson Tony Braxton Boston for the Baddies as we can see here a one hour chart. There are so many targets I'm lost. But let's just focus on the blue Smurf, the Papa Smurf, the bullish of all bullish targets on the one hour which is currently sitting at it looks.

[Green Light]

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[1-800 Contacts]

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[Nipinator]

And breathe.

[1-800 Contacts]

Oh sorry. I almost couldn't breathe when I saw the discount they gave me on my first order. Oh sorry. Namaste.

[Jack Welch]

Visit 1-800contacts.com today to save on your first order.

[Nipinator]

1-800-Contacts111.5 Again, 111.5 is just 500 shy of the price discovery mode and this is in play on the one hour chart as per the Papa Smurf Blue target. And zooming out a little further and I miss Papa Smurf. How's he been? I haven't heard from him in a while, but anyways. We also have the purple Barney the Dinosaur target coming in on the four hour chart. More bullish sitting just shy of $137,000. Don't make me sing the Barney theme song. I did it yesterday and if you double dog dare me, I'll have the Nipinator bark it out loud if we have to. Whatever it takes. Former Chairman ain't playing no games. And zooming out a little further, taking a look at a daily the daily chart says it's coming up forever jv. We also have the bullish flag in the purple Barney dinosaur colors and we also have a more bullish Target sitting at 146 4. Again, bullish flag daily chart 146 4. The question becomes what month are we going to hit this target? Let me know in that chat and I'll read your comments out loud here shortly. And checking out the weekly we did just get a weekly close a couple of days ago and the bullish momentum's continuing. You see the big green candle which is pretty lit. We also have the124,000 cup and handle target which has been in play for a very long time as we cover here every day. Followed by that rising wedgie. The only wedgie officially approved by the former Chairman of the Sec. Nipinator. And zooming out one step further, taking a look at the monthly we did.

[JV]

Get many many green consecutive candle closes late last year which drove the price to new all time highs with all the excitement of the POTUS adopting a bitcoin, you know, strategic reserve and all of that. Then January we just continuing to hit new all time highs and we did just get the highest monthly close in bitcoin history last week just above 107. It was like 171. And some change in the silver lining here. Three consecutive green monthly candle closes with another green already forming for the month of July, do you think we can just continue green bullish all year?

[Nipinator]

And if we did, where do you.

[JV]

Think that Prelo bitty will likely fair? Holl at your boy and I'll read.

[Nipinator]

Your comments out loud.

[JV]

True Social files for an S1 for their crypto blue chip ETF tracking top assets and it seems they're going to be tracking Bitcoin. Excuse me, Ethereum, Solana, Kronos. Maybe that's why Kronos is up 20 on the day. I'm speculating as we looked earlier at the top gainers and XRP aiming to list on the NYSE ARCA after their regulatory approval, you would assume they Trump's company is going to get approved by the sec. I mean he is the POTUS of the country. Trump's media Truth Social has filed the S1 registration with the US SEC, launching an exchange traded fund tracking multiple Blue Chip Crypto assets. That's right. According to the Tuesday filing, the True Social Crypto Blue Chip ETF is the actual name will track the performance of a basket of top cryptos including Bitcoin, Ether, Solana, Kronos and XRP. The preliminary prospectus said the ETF will allocate 70% of its holdings to Bitcoin. So 70% will be dedicated to Bitcoin, 15% will be dedicated to Ether, 8% to Salana, 5% to Kronos and 2% XRP custodian will hold the underlying asset and any changes to the allocation ratio will require an amendment to the agreement and regulatory approval. What are your thoughts on this fam?

[Nipinator]

Let me know.

[JV]

The investment vehicle is structured as a Nevada Business Truck Trust, that's right and is sponsored by Yorkville America Digital. According to the filing, the trust shares will be listed on the New York Stock Exchange after their regulatory approval. The crypto ETF filing marks the latest high profile attempt from True Social to bring crypto exposure to retail and institutional investors using traditional equity markets.

[Nipinator]

The filing said the ETF will not operate as a registered investment company and will not be subject to the CFO EFTC rules as a commodity pool.

[JV]

Instead, the ETF will issue and redeem.

[Nipinator]

Shares in blocks of 10,000 through authorized broker dealers. This process helps keep the ETF's price close to the value of the underlying crypto assets. True Socials move to apply for the ETF track in a basket of the top crypto assets follows the company's move to apply for a dual spot Bitcoin and Ether etf, which we covered in previous show. That's right, Trump will have his own bitcoin and Ethereum ETFs as well. And on 6-6-16 True Social filed a different S1 registration for the dual spot Bitcoin and Ether ETF backed by assets held by crypto.com probably another reason Kronos is pumping so much today, which is their native token. The trust seeks to provide exposure to both assets and remove complexity stemming from buying the crypto directly. It'll allocate 75 of the fund to Bitcoin and the remaining 25% to ether. So it's kind of crazy to me but I mean teach their own I'd just be 100% Bitcoin but apparently they're adopting Ether and very bullish on that as well. The Trump family on Monday the SEC acknowledged the application officially starting the review process and you would imagine this get approved quite quickly and easily considering again it's coming from the President and yeah, so it is what it is and.

[JV]

I'm ready to rock. Let's do this. Uh, next story uh of the day as we continue with a bitty news. Uh, this is actually a pretty big deal. Uh, as you know Meta Planet, a massive bitcoin acquisition company, their stock has been soaring. This is considered the Japanese version of strategy as they've been accumulating already a top bitcoin holder for the entire world. Headline here. Meta Planet eyes digital bank acquisition in phase two of their bitcoin strategy.

[Nipinator]

That's right.

[JV]

Japanese firm Metal Planet plans to eventually use the bitcoin reserves to acquire cash.

[Nipinator]

Generating businesses, possibly including a digital bank in Japan. Let's get it. Konichi Wild CEO Simon Gurevich said the.

[JV]

Company is racing to accumulate as much Bitcoin as possible before turning its holdings.

[Nipinator]

Into a leverage for expansion. Now let me know if any of you guys got any type of exposure.

[JV]

To like Meta Planet or Strategy or any of these, you know, bitcoin treasury firms.

[Nipinator]

Quoting him here, we think of it as a bitcoin goal rush. He says we need to accumulate as much Bitcoin as we can and to get to the point where we have reached escape velocity and it just makes it very difficult for others to catch up. Welcome to the club. Sailor says the Tokyo listed firm, originally a hotel operator, started accumulating Bitcoin as a hedge against inflation last year. And from last year they currently already hold 15, 555 BTC. And their goal, their aim is to boost that figure to over210,000 Bitcoin by 2027. So you mean to tell me within three years from the day they started accumulating, they're going to have 210000 bitcoins. Mind boggling. Which is practically 1% of the entire bitcoin supply that will ever exist. And here it shows you the top Bitcoin treasury companies by their holdings links MicroStrategy and Pole Position now known as Strategy B. Sailors Company with 597, 000. Marathon holdings with 50, 000 XXI with 37000 Riot with 19,000 and Meta Planet 15, 555 BTC. Now phase two of the Meta Planet plan involves using Bitcoin as collateral to access financing similar to securities or government bonds. They say we'll get cash that we can use to buy profitable businesses.

[JV]

It looks like they're looking to buy some banks now. Gurevich said Meta Planet's future acquisitions would ideally align with the strategy. So maybe it's acquiring a digital bank, maybe it is in Japan and providing digital banking services that are superior to the services that retail now is getting. And while crypto backed lending remains rare in traditional banking, some institutions are beginning to explore it. In april, Standard Chartered and OKX boat launch pilot programs allowing institutions to use crypto and tokenized money market funds as collateral. Also, there are Bitcoin back on WhatsApp.

[Ryan Reynolds]

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[Nipinator]

Ryan Reynolds here from Mint Mobile. With the price of just about everything going up, we thought we'd bring our prices down. So to help us, we brought in a reverse auctioneer, which is apparently a.

[JV]

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[Nipinator]

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[1-800 Contacts]

Upfront payment of 45 for three month plan equivalent to 15 per month. Required new customer offer for first three months only. Speed slow after 35 gigabytes of networks busy taxes and fees.

[JV]

Extra mobile.com loan companies such as Strike Jack Muller's company is an option. Now Coinbase is offering the bitcoin back loans. There's London, there's actually quite a few viable options available. I think this is only going to become more and more popular and I think the interest rates will only improve and get lower and lower as more of the game theory plays out. Garavich ruled out issuing convertible debt, but is open to preferred shares to fund the growth. Quoting them here. I don't want to have to pay back the money in three or four years time and have repayments linked to an arbitrary share price. On Monday, Meta Planet made another announcement adding 2204 bitcoin which we covered here on the pod. They which is adding 237 million to their reserve with each Bitcoin bought at 177. The latest acquisition brings their total holdings to 15,555 BTC at an average price just shot of a hundred thousand per coin. Meta Planet stock has also climbed over 345 just this year, lifting the market cap above 7 billion. Despite their limited revenue, the company mirrors Sailor Strategy B again, which holds just shy of 600, 000 of the BTC with 112 billion market cap. Now keep this in mind. Before Sailor adopted the Bitcoin play for his company, the first publicly trade company to do so in 2020, the market cap of MicroStrategy was 400 million. So he flipped his company in 2020 from 400 million to now above 112.

[Nipinator]

Billion, which is amazing to say the least.

[JV]

Next up, 26 billion worth of inflows for the ETFs in the past 90 days. That's right. Check it. 26 and a half billion of Bitcoin gobbled up by public companies and ETFs just in the second quarter of the year, which pretty much significant. Public companies and ETFs acquired the Bitcoin worth tens of billions in just three months, according to the latest from the Kabisi letter. The Macro analyst shared the social on x that corporate demand for Bitcoin is incredibly strong and according to the letter, companies and ETFs acquired a combined 242,766 BTC in the quarter that ended Ju 30th. Excuse me. Public companies purchased 131,000 Bitcoin in quarter two 2025, growing holdings by 18% according to the Bitcoin treasury's data. Furthermore, ETFs acquired 111,411 BTC, posting an 8% rise during the same period. This marks the third consecutive quarter in which companies have bought more bitcoin than the ETFs and year to date public companies have purchased 237664 BTC. Now the public companies hold 855000 bitcoin, which is roughly 4% of the total bitcoin supply.

[Nipinator]

4%.

[JV]

Corporate demand for bitcoin is incredibly strong room. And of course we all know Black Rock is the dominant holder with over 700,000 and we're going to do a deep dive into Black Rock, their holdings.

[Nipinator]

And their diabolical plans later in the stream.

[JV]

So please stay tuned as companies and ETFs gobble up more Bitcoin at a rapid pace. The synonymous crypto analyst Don Alt warns investors he doesn't see the accumulation ending well for the btc, but for now he knows that it might be a good idea to be cautiously bullish on.

[Nipinator]

The biddy quoting them here. To me this is very clear, right? Like this is a clear kind of Ponzi bubble forming and it is really hard to be bullish until of that, right? Is he calling bitcoin a Ponzi? Because you know, like hey, this is going to implode. Like you know this is going to end. Everyone knows how it's going to end. It's been around for a little bit. The thing is that in the time that I have been in crypto, whenever a bubble has formed, this is when you actually start having a lot of fun, right? This is when stuff goes up infinitively in a very short amount of time, but then you also get out really quickly. So that leads me to understand maybe Don. I don't really know Donald, but I'm going to assume he's a coiner and hence he's not really bullish on Bitcoin for the long haul because he's comparing it to a Ponzi when we all know the true Ponzi is fiat currency, the US dollar. And I don't believe in any of the altcoins in the long term. And so for him to say that is I feel a little sus. So not a fan of that analysis. But hey, teach their own. You guys let me know your thoughts on what Donald had to share and I'll read your comments out loud before we dive into our next story of the day and discuss which countries secretly own the most Bitcoin besides the obvious US and China. You feel me? What I honestly don't understand is where the f are they finding so many of the bitcoin?

[JV]

Apparently there's still a decent supply on the exchanges even though it's the lowest amount available. I think it's roughly 2 million in that ballpark. So even though there's 19 or so million and million Bitcoin in circulation, roughly 2 million are available to be purchased. And that's where they're buying them from. Maybe they're getting them over the counter. I guess it would depend upon the organization and the type of buy they're doing. I would assume Sailor and Meta Planet are doing the over the counter thing. Maybe they have direct connections with the miners and maybe cut out the middlemen, who knows. I mean the miners are the ones that get it directly from the source do their computational power. But it is a mystery. But one thing is for certain. As the supply on the exchanges continues to dwindle, Greg, and the demand continues to increase, only one thing can occur. Numbers go parabolic.

[Nipinator]

And that's what I'm anticipating.

[JV]

You know what I'm saying? Bitcoin is the opposite of the Ponzi Limited supply. Unhackable.

[Nipinator]

So shut the up tard.

[JV]

Well said.

[Nipinator]

Well said brother. 225000 end of the year 1 million.

[JV]

Cycle peak which year do you think now we get that cycle peak? Do you think it's still going to be this year? Do you think it'll be maybe next year? The following year Cycle may have changed.

[Nipinator]

Let me know.

[JV]

Oracle baby baby.

[Nipinator]

But let's transition next story of the day this one, the headline reads which countries secretly own the most bitcoin beyond the US and China I guess. Let's touch upon this. You should be able to see here up on your screen. US government is by far the most visible player when it comes to the bitcoin holdings by government elements. Through a series of the high profile seizures ranking from silk road to the dark web ransomware takedowns it has accumulated 200000 of the BTC and as of early this year the stash is estimated to be worth 18 billion to 22 billion depending upon the market. But the U. S isn't just holding these assets passively. In March Trump signed the executive order formalizing the creation of the strategic bitcoin reserve. And also if it's a budget neutral way to acquire bitcoin they have the right to get the bitcoin. So that leads to leaves endless possibilities for the US to actually accumulate bitcoin. But the million dollar question becomes will they actually do that? Yay or nay? You guys let me know your thoughts. And transition into China. Second to the Bitcoin ownership by country for 2025 is China through the position it shrouded in opacity in 2019, Chinese authorities shut down the plus token scam confiscating over 190000 BTC one of the largest crypto seizures in history. Let me know if you heard of that one. I remember when that was around plus token there was a bunch of shady actors that were promoting that and then allegedly, I guess it was probably out of China. I would assume as China ended up with all that bitcoin. Some blockchain analysts suggest the parts of this holding were quietly liquidated. Others believe the coins are sitting dormant in government bitcoin wallets, which do you think? Untouched in cold storage. And despite the ban on domestic trading and mining, China remains a key player in geopolitical, geopolitical political bitcoin ownership, perhaps one of the largest non bitcoin reserve holders. I mean this is according to this insights top country holdings bitcoin for this year USA 2007000 but we need to crack this because according to Samson Mao and other prominent Bitcoin OGs, 100000 ish of the 200000 alleged stash held by the U. S Government really belongs to Bitfinex. So that would bring the US government really down to a hundred thousand if they still even have a that hundred thousand bitcoin. I mean it's a mystery they never even actually shared the proof of reserves. Just got to point out the obvious. Then we have China who may really be in pole position here with 194,000 Bitcoin. It's kind of outrageous considering for how long did we get all the China fud that you know the bitcoin mining is banned in China. China. And now the world is.

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[Nipinator]

3 [e-mail] embracing Bitcoin right as the global hash war plays out. We have the UK 61,000 Bitcoin. We have the Ukraine 46,000 Bitcoin. Imagine how much Bitcoin the US could have bought if we didn't send billions or hundreds of billions to the Ukraine. And you know what's really crazy? Trump is still sending weapons to the Ukraine. Shouldn't we just be buying bitcoin and creating wealth and getting out of this unpayable deficit? Close 40 trillion. But no, we're, we're sending more weapons and things to the Ukraine, which makes no sense, but it actually does make sense if you understand what's really going on around the world. But we also have Bhutan. The Kingdom of Bhutan. Double the stash of El Salvador. Very small nation but a sovereign nation. 7,13,000 of the BTC followed by Bitcoin country. The first country to adopt a bitcoin standard obviously. Shout out Buell. They currently have just above 6089 bitcoin and they're averaging one bitcoin per day. So discussing Bhutan, the hydrop power fueled accumulator tucked away in the Himalayas. Bhutan has been quietly building one of the largest largest nation state bitcoin reserves in the entire world Respect the kingdom. Starting in 2019 Bhutan sovereign investment fund Druck holdings began mining the biddy using the country's vast hydro power capacity. Cool temperatures, excess renewable energy and stable governance made it ideal for the long term accumulation of the prelo biddy going up forever. Laura and in 2025 Bhutan believed it had mined between 12,000 and 13,000 BT DC for 1.1 billion. That figure is staggering for a country with a GDP just over 3 billion. That means 1/3 of the GDP was earned through mining. Pretty impressive. Bhutan's bitcoin holdings by the government now represents as much as 30 to 40% of the national economy. Higher than any other country in the entire world. Next up, the uk. The UK rarely comes up in combos about countries that own bitcoin.

[JV]

But recent events put it amongst top huddlers.

[Nipinator]

In 2021 British authority sees it's kind.

[JV]

Of funny that countries have bitcoin only.

[Nipinator]

Because they it from criminals. Approximately 61,000 Bitcoin during a money laundering investigation. The coins linked to a Chinese origin fraud ring operating in the uk. Shell Companies are now under the control of the Metropolitan Police and the Crown Prosecution Service. At the current prices, the hall is worth 5 billion of the British pounds.

[JV]

Next up, Ukraine.

[Nipinator]

A digital war chest. That's right. Since the start of the war with Russia in 2022, Ukraine has become one of the first examples of bitcoin adoption by countries driven not by ideology, but necessity. It used crypto as a large scale, borderless fundraising tool for the national defense. In the first year of the conflict, Ukraine received over 70 million worth of Bitcoin donations. That's just mindboggling to me if you guys or anyone donated bitcoin to the Ukraine. As if they need your crypto. As if the United States isn't giving them enough hundreds of billions of dollars to support their wars. You have domain sent by individuals, decentralized autonomous organizations, exchanges and other players on the global bitcoin ownership map. These funds were deployed rapidly from military equipment, humanitarian relief, infrastructure repair and emergency logistics and any other countries we got to mention. Yes, of course. Honorable mention to the bitcoin country El Salvador. The bull legal tender experiment. In 2021, El Salvador became the first nation to clear bitcoin legal tender. President Bukele framed the decision as a path to financial sovereignty and a broader inclusion in a country where most of the people lacked access to banking. And it was once the most dangerous place in the world, meaning the homicide capital. And now it's considered the safest in the Americas and one of the safest places to be in the entire world. And I'm not going to dive any deeper. But Iran also gets an honorable mention. And then there's rumored emergency emerging players, which is the uae, of course, United Arab Emirates. They did also announce, I think it was a half a billion dollar sovereign wealth fund out of Abu Dhabi. Also Bulgaria. Then there's the small players, Finland, Georgia and Venezuela. But there you have it. Yeah, let me know your thoughts with some of that.

[JV]

All right, fam. Now for our feature story of the day. Black Rocks eye shares. Bitcoin ETF just surpassed 700000 BTC. And what's mind boggling, totaling roughly 18 months since their Bitcoin ETF went live. And within 18 months they have accumulated 700000 Bitcoin, which is more than a hundred thousand bitcoin than Michael Saylor's company Strategy B, which is currently sitting just shy of 600,000btc. So they have accumulated more in 18 months than Michael Sailor's company was able to do in five years. And they're just getting started. So let that one sink in and let's break this baby down. Black rock spot Bitcoin ETF has just crossed over 700-00-000 of the BTC worth approximately 75 and a half billion at today's prices after registering another 164 million worth of inflows on Monday. And they have the obviously the Lion's share the ETF market. BlackRock, the world's largest asset manager. They speculate they control roughly 1112 trillion in assets under management. They now hold over 700000 Bitcoin. The precise price number is 700307 BTC in their iBit, which is their ETF. And that's according to the Apollo co founder who outlines it right here showing you the IBIT bitcoin inflows. And you can see their accumulation spree which is unprecedented. I mean it's really something to look at here and there's actually a post.

[Nipinator]

About it from Thomas Farr here on X. BlackRock buys another 1388 Bitcoin and now holds over 700,000. And again they achieve this in 18 months, which is the mindboggling part Black Rock owns. IShares website shows IBIT held only 698,000 Bitcoin as of Thursday. And then they just added the new 1388 in the last two trading sessions. IBIT accounts currently for more than 55% of all the total Bitcoin held in the US spot Bitcoin ES according to Bitbo data. Since the inception of January 2024, the exact date they went live was January 11, the fund has delivered a total return of close to 83%. The recent Bitcoin milestone comes amid reports BlackRock now earns more revenue from its IBIT fund than the flagship S P500. Fun. That's right, those ETF fees do add up. Meanwhile, the US ETFs combined with sailor Strategy, the largest corporate hodler of bitcoin has purchased more Bitcoin than the supply generated by miners almost every single month thus far this year. Can you say mother of all supply shots?

[JV]

Come on now strategy.

[Nipinator]

In the U.S. bitcoin ETS have collectively bought worth 28 billion just this year thus far. 2025 and we're only in July. While bitcoin miners net new issuance has amounted to almost 8 billion during the same period. And as of June, the company combined entities have bought more Bitcoin than the new supply being generated each month. Except accept in February and when the combined entities sold Bitcoin worth 842 million. Meanwhile the US SEC is reportedly looking to simplify the crypto ETF approval process. Under the new structure, ETF issuers will only need to file the form S1 which Trump's company just did, which we mentioned earlier, owned by True Social and they're trying to get their approved as.

[JV]

Well for their basket of cryptos.

[Nipinator]

But anyways now touching upon BlackRock and who they are. Let me know if any of you guys have any Ever watched Whitney Webb's interviews where she does deep dives into black rocks evil end game but a synopsis is blackrock is the largest clearly asset manager in the world and they own practically everything. In fact as a experiment I want you to see this for yourself. If you go to Google in your spare time and pick any company you know of and the S P500 I don't care if it's the number one company, number 10 company or Michael Saylor's company. The primary shareholders always seem to be the same two or three companies and it's always Vanguard, BlackRock and what was the other one, Jane Street. These companies practically own a piece of everything. So blackrock Black from my perception of how the world is ran, it's ultimately the Illuminati finance control arm of the world where they have control of everything financially and if they don't have a piece of it, they eventually have a piece of it. I don't have all the data in front of me but if you do a deep dive into blackrock you'll soon realize they don't have good intentions for humanity be and I would dare say they're up to no good lizard folk if they do exist I'll leave it up to you to decide on that then are absolutely in control of that Whitney the hottie if you consider her Whitney Whitney the hottie then absolutely Blackrock, State street and Vanguard own 85 of all the stocks and that's in all of the S P500. It's insane. Whitney Webb's very intelligent young lady. She does excellent research. Exactly. I'm actually a fan of hers. I like her work and she has put out some videos that got over half a million views just talking about the evil of black rock and what their agenda is. So how does that lead into bitcoin? Well they're already the largest holder corporate wise in Wall street of bitcoin currently have 700,000 bitcoin. Clearly they're not going to slow down. They already have a good portion of the Bitcoin supply 3, 4% ballpark they're just going to continue to accumulate. Soon they're going to have have millions of bitcoin. And this comes into play because Max Kaiser recently made a very bold prediction which I covered a couple pod episodes ago, that when Bitcoin hits 400, 000 that the US government is going to seize the Bitcoin ETF, BTC, all from all the Wall street entities. You know, I mean BlackRock, you know.

[JV]

Strategy B, it could be Metal Planet or whichever it may be. And if they were to do that, that would give access to all that bitcoin to a corrupt government.

[Nipinator]

And we already know and I think.

[JV]

We can all agree that Epstein's clients are running this show. So what could happen if Epstein's clients.

[Nipinator]

Get a hold of millions of these bitcoin in the name of national security? I think we can all agree it wouldn't be a good outcome.

[JV]

And so that's what we're up against against.

[Nipinator]

And that's part of the reason it's.

[JV]

So important to self custody or bitcoin because self custody bitcoin is not the same as a rapper in which you don't hold or own or control the underlying asset. So what can you do to protect yourself? Learn how to properly self custody your btc. And do note there is a apparent risk and keeping exposure to rappers where you don't hold the underlying asset. For example BlackRock or even Strategy or any of these corporate plays or treasury firms.

[Nipinator]

Some people trust the government. It's like no, the government's in good hands. We have strong leadership. I don't trust any of them, not.

[JV]

A single one of them. So hence I don't trust ETFs, I don't trust Wall street and I sure as don't trust blackrock. But I'll leave it at that and.

[Nipinator]

I'll read your comments out loud.

[JV]

BlackRock is demonic.

[Nipinator]

I'm going to agree with that. Conspiracy theory central. Let's go. Tinfoil hat.

[JV]

Where you at that. And don't forget to check out bitcoin news alerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode Hoddle.