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2063: Strategy Drops $2.5B to Buy 21K Bitcoin - 2025’s Biggest IPO
00:34:15
Strategy just dropped $2.5 billion to acquire 21,021 Bitcoin - marking the biggest U.S. IPO of 2025.
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- [00:02]
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Ryan Reynolds
See mintmobile.com welcome Bitco Bitcoin Pod in today's show I'll be sharing the latest with the Fed rate decision. They're leaving interest rates unchanged. That's right. Also breaking news US Treasury Secretary just declared America will be the Crypto superpower of the entire world. Also 21 capitalized Bitcoin back USD loans. I'll be bringing down the latest report as well as Trump's crypto working group pushes for clearer rules as adoption continues to grow. Also Galaxy Digital abruptly moves almost a half a billion worth of Bitcoin sends most of the crypto to the on chain exchanges here. Also stable coins add 4 billion as the Bitcoin exchange reserves are now below 15%. Also breaking news strategies Michael Saylor's company buys 21000 Bitcoin with 2025's biggest public offering for 2 1/2 billion. We'll also be taking a look at the overall crypto market. All this plus so much more in today's show. But anyways, without further ado, if you're new to the Rumble, important to smash the like. Give us a follow and make sure to repost the stream over on X. We stream live daily the two hour live stream on X over at the BTC News Alerts account and live on the rumble today is pod episode 2063. I'm your host JV. It's 7-30-2025. Happy day, hump day. And let's kick it off with our market watch as we do each and every day. Pulling up coin360, you can see Bitcoin correcting a quarter of a percent for the day, maintaining above117.2 at the time of the live stream. Ether one of the few top alts actually in the green today. Trading just shy of 3,800 as the bulk of the rest of the market is correcting in in the red and checking out coin market cap.com Current crypto market cap sits at $3.84 trillion, the Bitcoin market cap 2.3 trillion. We have roughly 170 billion worth of volume for the past 24 hours with Bitcoin dominance coming in today at a 60.8% mark with the ether dominance on the rise as well at 11.9%. Also checking out top 100 crypto gainers past 24 hours. Athena leading the pack up 8% followed by curve Dow up 8% followed by the Pendle up 3%. Very modest gains across the board. The bulk of the market is correcting and in the red and checking out the crypto bubbles. Let's start on the daily and work our way back for the day. You can see the bulk of the market definitely in the red and corrective for the week, very similar scenario and for the month. Hey, now we're above the water obviously. The bulk of the market in the green for the past 30 days. And how about for the past 12 months? Mix bag, I'd say 6040 green over red and checking out the infamous crypto greed and fear index today. We're currently rated 74 in greed. Yesterday at 73, last week at 74. And ironic, we're one point away from extreme greed and the higher this number goes, the more likely of a correction. So do keep that in mind. But there you have it. And I think I forgot to pull up the time chain calendar. So let me do that in real time for you guys. Time chain calendar's loading. It's going to show us. We're currently on block 907,860 and we have 142, 140 blocks until they have of 2028. And as of today, July 30, 2025, you can exchange one fiat monopoly dollar for 853 sats. You heard correct, 853 sats per dollar. So you know what to do. Pick up the sats, put down the gats and pick up some bitcoin chaps. From my man Sergio over@bitcoin caps.net but with that being shared, let's do our TA aka astrology for the baddies. What's going on in the market? Pull up some live charts and do all that fun stuff. Fed rate decision incoming. In fact, it came in right before I hit the live button and the the Dilio Federal Reserve leaves interest rates unchanged, so ain't no thing but a Chicky Wang nip. Anator's favorite thing to chew on, by the way. Just FYI, but will Bitcoin rally above 140 as a result of what is going on? Fed meeting comes amid strong macro data inflation eason and again they did not change the rates so they do remain the same. U.S. economy expanded at a 3% annualized rate for the second quarter, based on the Bureau of Economic Analysis advanced estimates. This growth followed the surge of imports ahead of Trump's global trade war. Market sentiment shifted sharply. The probability of a U s recession in 2025 has fell to 17 according to the Poly Market Prediction Platform, down from 66 peak in May. So economy is looking a little stronger here. Inflationary pressures have also eased. The June Producer Price Index, which is The PPI released July 16, rose just 2.3% from a year earlier, the lowest reading since September of 20.
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- [07:38]
Ryan Reynolds
U.S. president Trump repeatedly criticized the Fed's monetary stance, calling on j PAL to cut rates without delay. He said no inflation let people buy and refinance their homes. However, like I said, they did not touch the rates. And it's official for bitcoin investors, looser monetary policy is generally supportive, though it hinges on more of the Fed's benchmark rate. Thank God for the new Fed chairman, Nipinator. Yeah, I mean sniffing sats out one satoshi at a time and lowering. I mean it is what it is. He personally told me that bitcoin will single handedly end the Fed regardless of what happens because bitcoin is ultimately making the Fed extinct. And I tend to believe anything Nipinator shares with us. There's a reason he's, you know, the Fed chairman, but yeah. So as you can see the breaking news, the Fed leaves interest rates unchanged. So I guess did not follow Trump's alleged advice there. Also breaking news, U. S Treasury secretary just declared America will be the crypto superpower of the world. This will echo globally. You can see the headline from the Washington Post, the road map to making America a crypto superpower. And we're referring to Scott Bessant there and you can see Trumpster signing the executive order. So that's a pretty big deal. But pulling up some of the live charts as we like to do for our live chart, action Jackson, status quo faction, Joe Jackson, Tony Braxton for the baddies. Pulling up here, coinbase via what's it called, Trading view. As you can see there's a rising wedgie but this is the daily. Let's actually start from the hourly, which I prefer to do and we'll work our way backwards. Live chart action Jackson here, live and in the flesh. Hourly chart, no particular bul candles but there is two green consecutive hourly candles. So we've been bullish at least for the past couple of hours after, you know, the recent correction. Zooming out for the four hour. The four hour chart shows no particular targets on the screen but you can see we are bouncing back after the big red four hour candle. Zooming out from there, taking a look at a daily, excuse me, of the daily chart shows us there's a rising wedge and there's a purple bull target sitting at 146 which is a bull flag. Let me know when you feel bitcoin will likely hit that target. Top is 1232 achieved roughly two weeks ago. So we're talking about another $23,000 climb from the current all time high top. Let me know when you feel we'll hit that one. Zooming out a step further, taking a look at a weekly. The weekly chart in particular still has the 124 cup and handle target which has been in play for a while and we came so close within $800 away a couple of weeks back and you can see the green weekly candles have been, you know, printing pretty, you know, continuously 1, 2, 3, then we got the corrective red and then a green and then we're red and we still got you. We're only halfway through the week so we'll see how we fare out. And taking it one step further, get a broader perspective peripheral view of the market here you can see for the monthly 1, 2, 3 this is going to be the fourth green consecutive monthly candle. That means 120 days of pure bullishness which is pretty lit it. There's only one more day left of the month. Tomorrow's the final day and then we'll be in what is it, August, September, Oct or August, January, February, March, April, May, June, July, August and then September as we're approaching. So hopefully the bullish momentum continue. No particular targets on the monthly but you guys let me know where you feel the pre low bidding likely take us next and I'll read those comments out loud. Here's the Latest from Jack Mahler's new Bitcoin treasury firm making the headlines here. 21 capitalized Bitcoin back USD loans and his strike company already has them available. From my understanding, 21 is reportedly exploring a strategy allowing it to issue US dollar back loans by Bitcoin collateral, according to a Bloomberg report. Optionality is wealth for us. Everything is on the table because we think we can do anything, said a spokesperson. 21 Capital, backed by Canter, has expanded his bitcoin holdings to at least 43500 bitcoin, 1500 more than originally projected. The company recently acquired 5800 bitcoin from stablecoin issuer Tether, pushing the total holdings to an estimated 5.13 billion at current prices. Launched back in April, the company aims to build one of the largest bitcoin treasuries and is supported by Tether, Bitfinex and SoftBank, a planned merger with Spock Canter Equity Partners. It's expected to take the company public in the near future. Also, the digital assets become a part of the balance sheet. Public companies and funds are moving beyond the old huddle strategy. Many now lend out Bitcoin to stake Ether or right options to generate yield on dormant holdings. Bitcoin miners like Mara and CleanSpark are pioneering yield generating strategy, also using crypto options and derivatives to boost revenue instead of passively holding bitcoin.
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- [13:39]
Ryan Reynolds
CleanSpark reportedly plans to explore more complex derivatives, aiming to profit from market volatility. Also, JP Morgan Chase, Epstein's banking client, is also reportedly exploring the option of lending against crypto assets like bitcoin and ether, the Financial Times reported this may happen by 2026. Also as reported, San Francisco based Divine research issued about 30,000 unbacked short term USDC loans since December of 2024 targeting underserved overseas borrowers. The firm uses Sam Altman's iris scanning world ID sketchy to verify users and prevent repeat defaults through duplicate accounts. Meanwhile, decentralized finance lending has also seen a rebound. According to Singum's Q3 2025 investment outlook, DeFi lending hit an all time high of 70 billion lock last quarter as liquid staking surpassed 30% of the ether supply. Quoting them here, the defi lending sector is one of the strongest beneficiaries of market rallies, with active loans on eth surging to new all time highs as investors take on greater risks on leveraged exposure. And if you don't know, now you know. But anyways, next story Famine. Let's keep it moving, shall we? Next headline here reads Trump's Crypto Working Group pushes for clearer Rules as Bitcoin Adoption and Crypto Adoption grows. That's right. Excuse me, President Trump's crypto Working Group reportedly urged federal regulators to clarify trading rules for digital assets as part of a broader effort to ease the adoption of new financial products, highlighting the White House's increasing focus on the blockchain economy following the passage of three separate crypto bills earlier this month. The policy proposals were introduced by the White House Working Group on Digital Asset Markets, established by the Executive Order back in January, led by David Sachs. And among the recommendations were calls for the SEC and the CFTC to immediately enable the trading of digital assets at the federal level by clarifying rules around custody, trading, registration and record keeping. The group also urged the elimination of the bureaucratic delays that hindered the rollout of innovative financial products on consumers and on tax policy. The proposals call on Congress to recognize crypto as a new asset class subject to modified versions of existing tax rules for securities or commodities. The Working Group has already played an influential role in shaping Washington's evolving approach on crypto regulation. And while it hasn't authored legislation, it has contributed key recommendations on regulatory framework covering digital assets, stable coins, market structure, taxation, custody and oversight. These ideas were reflected in July's passage of the Genius act and Trump signed that Genius act into law officially July 18th. Couple of weeks ago. The Clarity and CBDC acts have passed in the House of Representatives and will be considered by the Senate when lawmakers return from their August recess. And as you can see right there, breaking news the Trump admins push for crypto legislation is already improving regulatory landscape for the digital asset adoption. Following the passage of the three major crypto bills in July, Atlantic Council noted the most likely outcome is that more companies, including banks, are going to jump into offering crypto assets. That's a given that shift is already underway. Major Wall street players, including JP Morgan again, Epstein's official banking client City Group and Bank of America had begun signaling plans to enter the stablecoin market. For Americans, this means your bank may soon be offering you stablecoins and possibly even tokenized ways to invest in in the stock market. Just note, stable coins are just another form of cbdc. I know it's a different name, but it could have the same agenda. So I know Max and many others have been blowing the whistle on that. Personally, I do not trust these stable coins. The only stable coin I trust is the original og which is called Tether usdt. Any stablecoin issued by a US Government, Trump or anybody else. Sorry, I'll just stick to Bitcoin. Right and the only necessary reason for a stable coin if you're a Bitcoiner is if you're doing some form of a trade and you don't want to convert the bitcoin into fiat, you want to remain in the crypto ecosystem. Just saying, like maybe you genuinely believe bitcoin is going to have a massive correction. So you're like, okay, let me move a little bit of this bitcoin into the Stablecoin USDT and let's ride it lower and then can, you know, put it back into bitcoin and be able to buy more. However, that's very risky as well. But I'm just giving you an example of how some people may use stable coins but to just blindly trust whatever the they got rolling. I think not. But anyways, we're going to continue with the news. Still a lot to share. Famine lamb. Next story is Galaxy Digital has been offloading quite a hefty amount of the bitcoin and they just did another half a billion 450 million ish. Headline here reads Galaxy Digital abruptly moves 447 million worth of the biddy sends most of the crypto exchanges According to the latest on chain AI is moving fast.
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Ryan Reynolds
Data so yeah, you're right. According to the blockchain tracking platform look on chain, Galaxy just moved 3782 of the Biddy only days after making another massive transaction. She's Louise, that's right. Is Galaxy helping clients to sell Bitcoin again? Galaxy Digital transferred another 3782 Bitcoin where 447 million, most of which went to the exchanges, which is an indicator it's about to be sold. On Friday they said that it facilitated a successful execution of one of the largest notional bitcoin transactions in the history of crypto on behalf of one of the firm's clients who has Bitcoin wallet with a 14 year history quoting them here, Galaxy completed the sale of more than 80,000 Bitcoin valid at over 9 billion based on the current market price. First Satoshi Era investor representing one of the earliest and most significant exits from the digital asset market. The transaction was part of the investors broader estate planning strategy. Novogratz, chief executive of Galaxy believes that Ethereum is primed to outperform Bitcoin in the coming months. Just note that he is a coiner and he did get a Terra Luna tattoo on his arm. So don't take everything Mike like Novogratz says, I mean take it with a grain of salt. But nonetheless he said that if the top altcoin would have hit 4000 referring to ether, it would trigger a price discovery phase for the asset. I still think the Ethereum all time high was all the way back November of 2021. Correct me if I'm wrong but I recall it hitting around 4, $500 so still got a little bit distance to go to reclaim that. I think it's currently fast approaching 4000 but you guys let me know 1.1 million in play for the biddy. Send it. But anyways next story of the day as we're approaching the top of the hour. I like to try to get the news done within the first hour and then we'll stick around for a bonus hour as we do every day. Next headline stable coins add 4 billion bitcoin exchange reserves are below 15% mother of all supply shocks incoming. That's right. Also Trump signed the Genius act into law. That was back on July 18, sending out a new series of regulations for the stable industry stable coins. It didn't include provisions for stablecoin issuer to offer their customers interest, a major sticking point from industry big wigs like Coinbase CEO Mr. Armstrong. But the law was hailed as a major step forward for the crypto industry and here you can see stable coins are set to take off after Trump signed the Genius act. And currently the market cap there is 253 billion which is pretty wild with 174 million holders. So nearly 4 billion was added to the stablecoin supply bringing the Overall market cap above 250 billion, which is a quarter trillion. Stable coins have also become more active, the number of monthly active addresses up over 20 in July to over 38 million, reflecting growing adoption of the stable coins, the total transaction value of which reached over 7 trillion for the first quarter of this year. Then also bitcoin exchange reserves continue dwindling, which is a great sign that we're going to have a massive supply shock. Bitcoin on exchanges going down July Bitcoin exchange reserves decreased 2% continuing a trend that persisted since the beginning of 2025. When looking at the trend since January, the number of the bitcoin reserves on exchanges is down 14%. Also marked the first time since 2018 we've seen less than 15% of the overall bitcoin supply on the exchanges. The lack of supply on exchanges and the OTC death lead analysts to believe there will be a bitcoin supply shock in the near future. I repeat, near future bitcoin supply shock. Send it can't wait. That just means bitcoin numbers go up. NGU baby. Bitcoin analysis account Crypto chief noted significant variants at the bitcoin price which recently hit a new all time high which is currently123.2 via Coinbase and the low supply of the bitcoin on the OTC desk and exchanges quoting them here. The bitcoin balance available OTC is in a free fall. We have never seen such a divergence between balance in price. You're witnessing a supply problem play out. Diminishing supply in the exchanges means people are switching to long term huddle in shout out my diamond hands and diamond paws with the diamond nuts. This could mean investors are expecting a price rally or further volatility in the market. 100 also tokenized RWAs pass 25 billion richer real world assets which is another interesting metric. But there you have it yo lots of bullishness in the markets, very limited supply, mass of demand and that is the epic recipe for parabola parabolic rally. New all time highs price discovery mode hyper bitcoinization Send it now for our feature story of the day. Sailor strategy buys 21,000 Bitcoin with 2025's biggest public offering. That's right literally two and a half billion dollar bitcoin purchase from the Gigachad. And let's break this mofo down. All hail Michael Saylor. So yeah Mikey Sailor Strategy says it just bought 21021 Bitcoin. The magic number 21 after raising 2 1/2 billion from its fourth preferred stock STRC making it the largest U S initial public offering thus far in 2025. Strategy which has the largest bitcoin holdings amongst public companies said on Tuesday that the latest buy would was an at an average price of 117000 per Bitcoin bringing the total stash to 620791 BTC. The purchase was from the firm, the largest since March of 31st according to Bitcoin Treasuries. The company formerly known as MicroStrategy raised 2 1/2 billion by selling 28 million shares variable rate series A perpetual preferred stock for 90 bucks each which was upsized from the initial goal of 500 million. It's crazy how he does that. They start with 500 million goal and it ends with 2 1/2 billion. I dig it. Strategy marked it the largest IPO in the US in 2025. In terms of gross proceeds, the deal was more than twice as large as the much anticipated 1 billion.
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She does it McDonald's breakfast comes first. IPO for stablecoin issuer Circle Internet Group, which went public in June. And here's the official announcement from Mikey Sailor Strategy acquired 2121 BTC for US$2.46 billion at 117,256 bucks per Bitcoin, achieving a Bitcoin yield of 25% year to date and as of 7 29, 2025. We now huddle 628, 791 BTC acquired for $46 billion at 73, 000 per Bitcoin. So their average buy price buying the top Forever is virtually 73G's baby. And he says he's going to continue to buy the top forever. It's Strategy's latest use of its plan to use financial products to buy more bitcoin. We call it the Sailor put hence he is is the Bitcoin alchemist. The firm has used equity debt and convertible notes to fund the bitcoin purchases, which has influenced at least 160 publicly traded companies to now include Bitcoin on their balance sheet. STRC is NASDAQ bound as well. Big news Strategy said. STRC is set to start trading on the NASDAQ Wednesday. I think that's today. Holy I Oops. Holy Canoli Batman position it as the first US Exchange listed perpetual Preferred security issued by Bitcoin treasury company to pay monthly board adjusted dividends aimed at income focused investors. So if you're not familiar with that, for those of you looking to achieve a dividend, that's what that one is for. STRC is the latest strategy series of perpetual preferred offerings using to finance bitcoin buys. Others include strike initials strk, a convertible share with an 8% fixed dividend. Then you got strife initials strf, a non convertible with 10% cumulative yield. And then you have stride strd which pays a 10% non cumulative dividend. And let me know how many of you got any exposure to any relation to strategy or a strategy related stock for any dividend purpose. Etc Now Shares and Strategy closed trading on Tuesday down 2.2%. Saw a little movement after the bell following the firm's announcement of the latest bitcoin purchases, rising a half a percent after hours to just shy of $397. MSTR is now up 31 and a half percent on the year, a modest increase from 2024 when the company shares rose 358%. Strategy's latest purchase comes two days ahead of its second quarter earnings report, which is actually going to be announced tomorrow, which will show how the firm's capital raises and bitcoin purchases up until June 30th impacted their balance sheet. And there you have it, yo Michael Saylor stacking a bitty like there ain't no tomorrow. And don't forget to check out bitcoinnewsalerts.net for the full premium experience with video and to participate in the live stream along with the Q A. And I look forward to seeing you on tomorrow's episode Hoddle.