
David Bailey’s KindlyMD ignites a massive $679M Bitcoin treasury buy - signaling Wall Street’s deeper pivot into BTC. Meanwhile, analysts lay out 6 powerful reasons why Bitcoin is headed to $1,000,000, from institutional adoption to global reserve...
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T Mobile welcome fam to the number one daily Bit pod Bitcoin's correcting in today's show I'll be sharing the latest technical analysis. Also, Black Rock quietly accumulated 3% of the entire Bitcoin supply. Over 700,000 Bitcoin. What exactly does that mean? We'll be discussing it as well as the top five cities where you can now pay for your rent entirely in BTC. Also, NASDAQ's David Bailey's kindly MD kicks off their Bitcoin treasury with massive $679 million buy. And if you're not familiar with David Bailey, he's the CEO of Bitcoin Magaz. He is Trump's Bitcoin advisor. Remember last week we discussed he was going to be launching his treasury firm with a billion dollar purchase? Well, he got the ball rolling with 679 million. I'll be breaking it down for you. Also, crypto in the US 401k retirement plans may drive the Bitcoin price to 200,000 this year single handedly. That's right. Also President Trump said Bitcoin takes a lot of pressure off the dollar. It is much more important than anything we have invested in. I got to agree with that. But Max reiterates it obliterates the dollar. But it's important that you don't understand this yet, Trump. We'll also be discussing the six reasons why Bitcoin will hit a million dollars by this particular time frame according to the experts. We'll also be taking a look at the overall crypto market. All this plus so much more in today's show. If you are new to the Rumble, very important. Smash the likes, give us a follow and hit the repost over on X at BTC News Alerts. We stream here each and every day. Today is pod episode number 2081. I'm your host JV alongside the Fed Chair Nipinator. The One and only. Keeping it nipah, Nathan. And if you don't know, now you know. So yeah. Today is August 19, 2025. The entire market is correcting. So let's break this down, baby, down. So what we're going to do is kick it off with our market watch as we do each and every day. See right here on coin360, the bulk of the entire market in the red bitcoin corrected all the way down to113.2 at the time of the live stream down about 3% on the day. The all time high was just shy of around 125. So this is about a $12,000 correction from the current top. Also Ethereum big loser on the day. It looks like it's about to retest. 4, $000. We'll soon see how it plays out. We also have XRP in the red today down 6%. Cardano down virtually 8%. So mass corrections across the board. Next up, let's pull up Coin market cap as you can see on your screen. Uh, let me get a refresh for the latest data, make sure it's accurate. At the time of the live stream. We're currently sitting at a 3.8 trillion. Market cap down three and a half percent on the day. We have 187 billion worth of volume for the past 24 hours. And the bitcoin dominance today is coming in at 59.2% with the ether dominance at 13.1%. The bitcoin market cap today is $2.253 trillion. And checking out top 100 crypto gainers past 24 hours. We got mantle leading the pack up 6% followed by very modest gains. Only a handful is the bulk of the market is correcting. And in the red and checking out the infamous crypto bubbles. You can see a visual perspective on the day. It's rec city across the board. Virtually everything in the red like 99 of the market and zooming out for the weekly get a broader perspective. Very similar. It's like 97 of the market. Wrecked city. Zoom it out for the monthly it's maybe now 9010 red over green and zooming out for the year. That's where we get the bulk in the green. I'd say maybe 75 green, 25% in the red. And checking out the infamous crypto greed and fear index today it's a 60 foe. Yesterday 56, last week at 69 and last month at 73 in greed and checking out the infamous time chain calendar today is block height 910,760 foe and we have 139,236 blocks into the having of 2028. And as of today 8-19-2025 you can exchange one fiat monopoly dollar for 884 sats. So you know precisely what to do. You pick up the SATs, put down the gats and pick up some bitcoin chaps. I don't need balls to buy the Biddy93 if all current Bitcoin huddlers are in profit. Whole fast pirates headline reads Bitcoin cell pressure palpable as Bitcoin biz support stacks at 105 wanted dead or alive 105 but yeah, check this out bro. Bitcoin fell to near 2 week lows today Taco Tuesday at the Wall Street Open as US selling pressure surge. Big ass red candle there on the hourly chart and I'll pull up the live charts when we're done here. Trading view Show Bitcoin dropping beneath 114. Bitcoin in the alts fell with the US stocks with the NASDAQ compact composite index down 1.2%. Long positions of the biddy subject to an ongoing squeeze added another 116 million to their liquidation tally in an hour. Data from Coin Glass also showed bids lining up at around one already a point of interest for market participants. Yes, and also the 107, 110 range is coming into focus. According to trader Keith Allen. This is not a sign of strength for bitcoin. The downwards pressure is palpable, but the bulls are trying to find their footing. Well, there's one quote that comes to mind. You mess with the bulls, you get the month of horns. Tell them Nepinator. And he also flagged the 100 day simple moving average at just shy of 111, which is not too far from where we're at as a potential support barrier. So we'll see if that holds 50 day counterpart at just shy of 116 which is important to reclaim. And on the exchange order books they also identified the 25 million dollar band of liquidity currently sitting at 105 plunge protection against the deeper market. Around this bid, liquidity does not look like it aims to get filled. It was placed to herd the liquidity upwards and if it fails to accomplish that, the price reverts. I expect it to get rugged or moved before it gets filled. I guess we shall soon see. And in the latest edition of the Market Pulse, updates on chain analytics firm GL Node highlighted the growing divergence between institutional demand and the Price Action investment vehicles, notably the US spot Bitcoin ETFs. We're seeing inflows despite the weakening onchain signals such as volume quitting them here. With profit taken on the rise, the sustainability of institutional flows and renewed buyer conviction and Volt Spot and futures will determine whether this contraction stabilizes into fresh upwards momentum or extends into deeper consolidation. D Test recorded a net outflow of 121 mil on Monday as per the UK investment firm Far Side Data, the largest ETF offering. Clearly black rocks. I bit saw the first outflows since August 5th and they now have a large chunk of the bitcoin supply, well over 700000 of the BTC in which we will be discussing that later the Black Rock takeover and what it means. But next up let's share some trading view. We'll do some live chart action Jackson Satisfaction, Bo Jackson, Tony Braxton with a little on Sanders, Emmett Smith, Jerry Rice and Joe Montana. Those are the NFL players. I remember when I was a kid and actually watched it. Sorry I've been out of the loop ever since. Now I now the only thing I care about is Nipinator and making sure The Nipinator indicator is 100 accurate as it's always been. But I digress. As we can see Here in the 1 minute chart brought to you via TradingView via Coinbase, you can see big green target at least, but this is a one minute so we actually need to zoom the out because we're way too zoomed in here. But it is a little bullish there. You can see a lot of candles being printed, but I like to start with the one hour and then we'll work our way back. One hour chart we bottomed out. It looks like at around the 112 to 113 level, just shy of 113 and maybe that's the bottom as we got a nice little candle in the past hour, but there's no telling what a constipated Janet Yellen I got the.
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Poo poo in my let's analyze this week's tech innovations and startup moves. Honestly Elena, I didn't track the updates, but I did switch to T Mobile with their new Family Freedom offer. That's not the disruption we're covering. Well, I'm pivoting from AT&T and scaling up with T Mobile. They paid off my family's four phones up to $3200 and gave us four new phones on the house unicorn status. Introducing Family Freedom. Our lowest cost will switch our biggest family savings all on America's largest 5G network. Visit your local T Mobile location or learn more@t mobile.com familyfreedom up to $800 per line via virtual prepaid card typically takes 15 days. Free phones via 24 monthly bill credits with finance agreement eg Apple iPhone 16128 gigabyte $829 eligible trade in eg iPhone 11 Pro for well qualified credits end and balance due if you pay off earlier.
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Cancel contact T Mobile Exactly Janet and zoom it for the four hour the four hour chart does have actually a bull target in the red after the falling wedge and the target is currently sitting at one just shy of 129. And when I say 129 I mean 120,900 and that's a falling wedge. And working our way back from there take a quick look at the the daily the daily chart as you can see big ass red corrective candle on the day not looking so good and it's huge at least compared to yesterday which was also a red candle. But the silver lining there's a bull flag formation outline here. There's a rising wedgie, the only wedgie officially approved by the Fed Chair dog. And we also have the Barney the purple bull flag indicator right there at 146. 4. Again 146. 4 in play. Obviously that we blow right past the current around 125 top and that would put us about 21000 in the green from current price discovery. Let me know when you feel we'll likely hit that particular target and we'll look at two different metrics here. Taking a look at the weekly and then take a quick look at the the monthly the weekly chart and again we're just kicking off the week. Uh obviously we get weekly closes on Sunday. It's only Taco Tuesday two days in. But we do have the rising wedgie and we also have a target which is currently sitting at let's see if it pulls up. There we go, 88.3 so clearly a bear target on the weekly. Also you're going to notice we had a red weekly candle close and we're not kicking off the week too strong. Unfortunately a lot of the top analysts are suggesting we can revisit 100,000 or lower than obviously where we're at. But you guys got to let me know where you feel will likely go from here and I'll give you one more look. We'll take a look at the monthly and according to the monthly chart I mean, when in doubt, just zoom out. It looks beautiful as always. Barely in the red for the month of August. So all of the gains thus far have been wiped out recently. But prior to that we did get 1, 2, 3, 4 green consecutive monthly candle closes and we still got about a week and a half left to finish off. Finish off August before September or September. How will it fare? So yeah, next headline. BlackRock quietly accumulates 3% of all the bitcoin supply. And it's like that's a pretty big deal considering they just started accumulating in January of 2024 when the Bitcoin ETFs launch. Give you some perspective, sailor? He started accumulating through micro Strategy back in 2020. So he had a four year front run on BlackRock. Yet BlackRock has more Bitcoin than strategy. So here's why it's significant. Since the launch of January 11th of last year, Ibid has grown at a pace that few expected and no other ETF has matched. As of June 10th, 2025 they now hold 662,000. I've also heard figures where it's already over 700,000. I don't know the exact number, but safe to say they are the largest hodler of bitcoin outside of Satoshi himself and potentially Max Geiser. But that's a mystery we'll never know. But anyways, at Today's prices, that's 72 billion in Bitcoin exposure. A staggering figure. Clearly by any measure. For comparison, it took gold over 1600 trading days the, you know, the gold ETF to reach 70 billion in assets under management. Ibit did it in 341 days, making it the fastest growing ETF in history. In addition to being the milestone for Blackrock itself, this fact also shows us how deeply institutional interest in bitcoin has matured. BlackRock's bitcoin holdings now eclipse those of many centralized exchanges and even major corporate holders. Like Strategy, which I mentioned earlier. And in terms of raw bitcoin ownership, only Satoshi himself, who has an estimated 1.1 million bitcoin outnumbers I bit and that lead is narrowing only a matter of time. Black Rock will have more Bitcoin than Satosh if inflows continue, which of course they will. It's not like they're going to stop accumulating anytime soon. And here's a chart showing you the Black Rock bitcoin accumulation over time. And you can just see since the very inception again, January 11th it started and it's just climbing and Climbing and climbing and no signs of slowing down. So why is Black Rock betting big on bitcoin? Well, I mean why wouldn't day? Black Rock's internal thesis embraces bitcoin's volatility as a trade off for the potential upside. Would I bid? They're betting that broader adoption will stabilize the asset over time, improving price discovery, increasing liquidity as well as narrowing the spreads. The philosophy sends a strong signal to the peers. It reframes the conversation around institutional adoption. Ultimately it gives the green light to the rest of the world because they're the largest asset manager. I'm pretty confident it's BlackRock estimated somewhere between 10 and 12 trillion assets are management. And the only other firm that even comes close is Vanguard, which has as much as them. Maybe they have 8 trillion. But in that ballpark, BlackRock highlights several factors that make bitcoin appealing this year. Number one, scarce by design. We all know there's a hard cap limited supply of 21 million. Can't say the same for the ether that has a infinite max supply and or the dollar now alternative to the dollar dominance. Of course it's a hedge against the dollar. And we all know if you treat your dollar as a store of value we call them. Exactly. And also part of the broader digital transformation. BlackRock views Bitcoin as a macro proxy for the shift from online offline to online value systems. Is he like adopt or get left behind? Black rocks Crypto portfolio integration simple. They advocate a measured approach, 1 to 2% exposure. However, remember years ago they released a research report where they were suggesting like something like 89 or not 89 but a very significant number of asset allocation into Bitcoin that was kind of like quiet but I have shared that on the pod several times. I just don't have it pulled up in front of me. But 1 to 2%, that's so modest. If you're to ask me this may sound small, but you got to also consider how large their total assets under management is. Hence why it's significant. They also benchmark Bitcoin's risk profile against the high volatility equities like the magnificent seven in which bitcoin is obliterating in real time. Now for the BlackRock, Bitcoin needs to have impact. Bitcoin has always been known for its volatility driven by the fixed supply shifting sentiment, regulatory uncertainty. Historically relatively thin liquidity for the crypto market made large trades highly impactful. Now would I bid absorbing hundreds of thousands of bitcoin. The question is whether Institutional capital will stabilize or further complicate the market. You guys let me know your thoughts. Also, institutional Bitcoin accumulation lends mainstream legitimacy, almost like it's a green light for the rest of all the other asset managers. As I mentioned earlier, BlackRock now owns 3% of the total supply and continues to grow. Most users today rely on centralized exchanges, global custodians or ETFs. And my understanding is Black Rog is actually using Coinbase as their custodian. So realistically, it's Coinbase that owns or controls the keys, not Joe Keys. Not Joe Cheese, Larry. Just saying. Now go home. Get your shine box. So even if Bitcoin remains technically decentralized, most people interact with it through centralized layers. That's right. Not all Bitcoin is created equally. There's self custody and nothing else comes remotely close. Especially just leaving your bitcoin on an exchange in which you don't control or own the private keys to. Hence why I always say that. Nacho keys. Nacho coins. And if you don't know, now you know. But there you have it. Yo, that's the latest from the Black Rock and Larry Fink trying to take over the world like a young pinky in a brain. So these are the five cities where you can pay rent entirely with the btc. So let's break this down. I'll give you maybe some bonus cities which may not be listed it here because there's just no telling with the constipated Janet Yellen. So why paying rent in Bitcoin is gaining popularity? Obviously a rise of blockchain powered property management near instant settlements. With Bitcoin, the transaction is the settlement. Avoid costly currency conversions. Precisely. Maybe save some taxes. Direct indirect Bitcoin payment for rentals. There's different, you know, options here. Indirect payments. The tenant sends the bitcoin bitcoin directly to the landlord's digital wallet. You know, peer to peer, how it was intended. Indirect just means a third party would help with that to collect it and then maybe pay it off to them. So here, according to this article, the top five cities for paying rentals in bitcoin, they list Miami, Florida as number one. My old stomping ground. But not Miami. Tampa, but close enough. Playing host for the Bitcoin conference each year at least up until the Vegas conference. Right. Miami is the city where crypto is the support of the local leadership. You know, the mayor, Francis Suarez, was even at one point receiving salary with Bitcoin. Also several luxury condo developers and apartment projects such as the Rider Residences and Wynwood accept crypto payments for purchases. And that's the easy peasy way, just pay directly peer to peer with a btc. Now although dedicated rental platforms aren't widespread, tenants can still negotiate with landlords of monthly rent. Payments in Bitcoin are acceptable. And in today's day and age to be a landlord and not accept bitcoin is almost. I'm just saying, but there's people that just don't know what they don't know. Number two is Lipson, Portugal. Rules regarding crypto backed purchases and sale of property were introduced back April 2022. There has been a clear set of procedures. There's growing Digital Nomad, a network centered in Lipson. The crypto services designed to support them are also increasing. Also next up on the list is Berlin, Germany. That's right, they have a progressive real estate sector facilitating indirect bitcoin rental adoption in several cases. Fellatio, a European short term rental service, interesting name. Accepts bitcoin payments in Berlin for stays lasting one to six months. Interesting. Next up in the list we got Toronto, Ontario, Canada. Eh, Canada's property landscape is gradually improved. Embracing the biddy. Some rental platforms in Toronto have enabled bitcoin rent payments, letting tenants pay in bitcoin while the landlord receives Fiat via exchange services. Residents can then book services, dinners and rent using crypto throughout the city. While directly accepting bitcoin as rent may still be niche, the infrastructure exists to support crypto savvy tenants. And number five on the list is Paris, France. Interestingly, fast catching up with crypto hot spots to facilitate crypto based rentals. Agencies like Logis, which specialize in furnish and short term rentals have offered clients the option to pay agency fees in Bitcoin since 2014. And as a bonus, real quick, let's discuss what's it called? Puerto Rico. That's where I live. For those that don't know, Puerto Rico is considered the crypto mecca of the United States. And we can't forget honorable mention to Bitcoin Bitcoin country. There's an entire city dedicated to accepting bitcoin and it's bitcoin country. And the city that comes to mind is Bitcoin Beach El Zante. So it's very common to pay for everything in bitcoin so we can't leave that out of the list. Cold therapy says I need an AI image of the bitcoin center at the bottom of the ocean caused by that unfortunate boating accident. And back to Puerto Rico. Hey, so yeah, here obviously not everyone's using cryptocurrency. But there is a big group of crypto folks on this island, especially in Dorado, where the likes of Jake Paul, Logan Paul, or as I call Logan Bald, you know, reside. And there's a lot of influencers and a lot of people are attracted here due to the advantageous tax incentives compared to the mainland. For example, for those that qualify and get their Act 60 decree, you could basically take advantage of 0% capital gains tax. That includes real estate, cryptocurrency, any investment. Also, you can take advantage of a local 4% corporate tax instead of paying federal income taxes, which can save businesses a fortune. So it attracts a lot of people from the mainland. And the silver lining, it doesn't require a passport. Puerto Rico is considered a territory of the United States. It's a commonwealth. And for those reasons, you know, it may be advantageous to check it out. All right, fam Next story of the day, Trump's advisor David Bailey's company kindly Maryland kicks off Bitcoin treasury with massive $679 million buy. That's right. NASDAQ listed healthcare service provider and Bitcoin treasury company kindly MD has acquired 679 million worth of the pre little bitty for its corporate reserve. Kylie MD acquired 5744 Bitcoin for 679 million at a weighted average price of 118, 200 per Bitcoin announced today Taco Tuesday. The purchase was made using private investment and public equity proceeds, reflecting Kindly MD's disciplined Bitcoin treasury strategy. The 679 million buy marks the company's first bitcoin investment since completing its its merger with David Bailey's bitcoin firm Nakamoto holdings, which was official on Friday. They purchased more than 13 times larger than the latest acquisition of Sailor, which said Monday it had bought 51 million which we covered on yesterday's pod. Also, there was another acquisition by meta planet. Still, the 5769 Bitcoin represents a small fraction of the kindly MD plans to acquire 1 million BTC. So another firm firm looking to take control of like, I don't know, is that like 7% of the Bitcoin supply? How many companies are going to be capable of doing that? How many countries or superpowers of the world? Not many because there's only so much bitcoin to go around. But here's the Nakamoto flex right here. They acquired 5743 Bitcoin for now, a total cost 678 million average price 118, 000 and their current holdings is basically that purchase plus 21 more Bitcoin which they kicked off their treasury firm with as the adoption continues. Now the new company's long term mission is to acquire 1 million BTC, reflecting a belief that Bitcoin will anchor the next era of global finance. Quoting them here, this acquisition reinforces our conviction in Bitcoin as the ultimate reserve asset for corporations and institutions alike. He also served as obviously the key crypto advisor during Trump's campaign and was largely credited with the President's favorable Bitcoin shift. And speaking at that conference in Nashville earlier in the month, he said he wanted to raise 200 million for political action committee to advance Bitcoin's interests here in the United States. Also, their stock Kindly MD has fallen more than 6% since the merger announced May 12th and it's currently trading for $12 and 2 cents now. Also, the company's move comes after other firms accelerate their Bitcoin treasury strategies. As I mentioned earlier, both Meta Planet and Sailors company Strategy both both announced new acquisitions this week. We covered in great detail yesterday's pod. All right fam. Next story of the day crypto and US 401k retirement plans may drive the biddy price to 200000 per coin this year. I say it's a lock but you tell me the inclusion of crypto the US retirement plans can mark a milestone for the Bitcoin adoption, unlocking billions of dollars in new capital potentially pushing the asset above 200, 000 per coin this chance year. According to the head of the research of the European Crypto Asset manager Bitwise, President Trumpster paved the way for crypto inclusion of the US with the 401k retirement plans which unlocks I believe it's like 12 and a half trillion. By signing the executive order on August 7th granting Americans access to digital assets to the retirement plan, the inclusion of the crypto in the 401k plan may even be more significant for the biddy for the price specifically then the approval of the US Bitcoin ETFs in January. Interesting. This bullish development may be even bigger than the US Bitcoin ETF approval itself, signaling another 122 billion worth of new capital. Assuming a modest 1% portfolio allocation, the official prediction remains 200000 by the end of the year. Let me know if you agree. Disagree. My personal prediction is 222Bear scenario Market peak base case 420 for the Broski is 1.1 million for the bulls. You mess with bulls, you get a buff again horns. And if you look at a 401k and define contribution retirement plans for the US they're huge. Or as Trump would say, huge. Adding that 1% was a relatively conservative allocation estimate for the 1 or 12 point. Almost 12 and a half trillion as I mentioned earlier. So very interesting. Including digital assets and retirement plans. Let me know if any of you have 401k. And looking to diversify some of that into the bitcoin which may push the bitcoin price to a new all time high. Flashing another optimistic Signal for the Bitwise 200000 price target before the end of the 2025 and based on the Bitwise survey for financial advisors, most portfolio managers are likely to recommend 2 1/2 to 3% bitcoin allocation. Why so bearish? Further retirement plans suggesting more significant inflows than the initial 1%. Now the first bitcoin inflows from retirement plan managers may come as as soon as this fall, coinciding with the first expected interest rate cut by the U S Fed. But that's up to the Fed chair Dog Nipinator. And if you see further Fed rate cuts, there's definitely a case for 200,000 by the end of the year. Markets are pricing in an 83 chance. I love 83. I was born in 83. That's a good omen that the Fed will cut the interest rates by 25 basis points for the FOMC September 17th according to the latest estimates of the CME groups Fed Watch tool. Now, beyond improving monetary policy expectations, the Bitcoin adoption may also be accelerated by the 401k plan providers to offer the Bitcoin ETF exposure. For example BlackRock, Fidelity, Vanguard are amongst the largest retirement plan providers of the US and while Vanguard has yet to greenlight the crypto ETFs they are the primary shareholder of Strategy and all the major companies of the S P500. It's always Vanguard and Black Rock. So even though you can't buy direct bitcoin exposure through Vanguard, you know they're bullish on it. They're just old school. I mean here's the breakdown actually right here is a good chart. You can see the US spot Bitcoin ATF overview by market share. Black Rock according to this has 731,000 bitcoin fidelity 194,000 grayscale 179,000 grayscale mini 45,000 bitwise 40,000 and the list goes on a few Weeks ago, Trump said in a conference bitcoin takes a lot of pressure off the dollar. He also said it's much more important than anything we have invested in. Naturally, Max responded it obliterates the US dollar. But it is important that you don't understand this yet, Trump. All right fam. Now for our FE store of the day. The six reasons why the Bitcoin price will hit 1 million per coin by the year 2030 according to the experts. Let's hear what the experts have to say. Bitcoin supply crunch clearly not enough for everyone. Limited supply for the first time in monetary history. We've never seen nothing like this. So you already know it leaves only a few million bitcoin actually available to be purchased by new and existing investors and users. 600000 Bitcoin surge which is 71 billion represents 5.6% of the total supply. How many asset managers now do we have like blackrock over 700000 bitcoin strategy over 600000 bitcoin satoshi 1.1 million bitcoin estimated 4 to 6 million bitcoin loss gone forever. How many new treasury plays have we entertained this year including the one we covered today with David Bailey's company, Trump's advisor purchasing or at least a plan for 1 billion already made close to a 700 million dollar purchase. And we have the least amount of bitcoin available on the exchanges than we have seen in the past eight years. I mean if that doesn't spell out scarcity supply shock, I don't know what does. It's basic supply demand, hence stock to flow. Also demand for bitcoin, the highest demand we have ever seen since Wall street came into the picture. Let me know if you guys were fortunate enough to front run Larry Fink and the rest of Wall Street. When you add the demand kicking in from the government, corporations, medium small businesses, the retail. Now we have the pension funds with the executive order from Trump which we covered previously, unlocking 12 and a half trillion worth of capital that can potentially flow into the btc. And then as I call it, I coined this the institutional fomo like a mofo. And we're just getting started. Also the US government's bitcoin arms race. This is the global hash war prophesied by the high priest. The Bitcoin act proposed by Senator Lummis would initiate a bitcoin purchase program with the goal of the US acquiring a total stake of 5% of the Bitcoin supply which is 1 million of the BTC. Worth about 120 billion. Also David Bailey's new company their goal is to acquire the same 1 million bitcoin. So how many companies do we have right now with a goal of owning that much of the bitcoin supply? And not many will be able to do it it the bill directs the treasury department of the U s to purchase 200000 Bitcoin per year for five years. The key it has to be a net neutral way. And on yesterday's pod we entertained some of those net neutral ways. This isn't just policy, it's a declaration of war on scarcity. Preach the signal sends other governments in unmistakable territory and now we're witnessing that Bukele had the first movers advantage with bitcoin country. Trump didn't sign any of the crypto executive orders to more recently. So Bukele got to front run the US and the rest of the world and spark the revolution with the global hash war which was prophesied by Max many years back. Also we have the stablecoin multiplication effect. The stablecoin market represents one of bitcoin's most underestimated demand drivers. For example, Citigroup projects it can grow to 3.7 trillion by the top of the decade from today's 265 billion market. This isn't just growth. It's a complete transformation of how digital money flows work. Quoting them here. Stablecoins represent a revolution in digital finance said the secretary of treasury Scott Besson in a recent statement. This groundbreaking tech will buttress the dollar status as a global reserve currency. And just imagine that bitcoin becomes the global reserve standard for the world world. Game on. Also corporate bitcoin treasuries which we already touched upon today. Sailor. Well in yesterday's show we discussed they just made another acquisition and pretty much every week they're just announcing another massive acquisition. Got metal planet considered the Japanese sailor. Yeah, I mean and there's many more. Virtually every show I'm introducing a new treasury firm being birthed. We also have 21 which is Jack Mahler's company bet with the backings of the likes of like Howard Lutnick's firm and tether and I mean this is getting wild. Also the pension fund tsunami. I mean perhaps the most explosive demand catalyst in the institutional pension adoption. U S pension funds manage an estimated 40 trillion on behalf of their clients. When Trump expedited the regulatory process for institutional pension managers the whole bitcoin he unlocked the the largest pool of investment capital in the entire world. So think about it this way. If just 1 to 3% of pension assets are allocated into Bitcoin, a conservative diversification move for any modern portfolio, we're talking 400 billion to 1.2 trillion in brand new demand. But the real impact comes from massive flows. BI weekly 401k deposits will now automatically allocate to Bitcoin purchases, absorbing Bitcoin's entire daily issuance, which is currently only 450 bitcoin per day. Also you have the geopolitical risk premium we're lining in an unprecedented era of geopolitical instability with actions and active conflicts in the Ukraine, tensions in the Middle east and the list goes on and on. If Bitcoin becomes priced as gold once was as a credit default swap insurance against government failure, that alone could justify valuations exceeding one and a half million per coin. Easy peasy. So the Bitcoin stars are aligning. So here's a summary of the reasons why Bitcoin can very realistically hit a million dollars sooner than expected. Number one, very limited supply 21 million ever with 74 illiquid and new issuance having every four years making it more scarce. Government demand u s targeting 1 million bitcoin. Obviously other nations are in the arms race. Here we have the institutional FOMO like a MOFO. 40 trillion in assets beginning allocation corporate demand treasury strategies driving sustained corporate buying including leverage Stablecoin demand currently 3.7 trillion market or going to be by 2030 and geopolitical demand. And that's just scratching the surface. So let me know your thoughts on a $1 million bitcoin by the top of the decade. I think easy peasy. In fact I'm still open to it happening that this cycle as a peak, potentially extended cycle into the year 2026. But you guys let me know your thoughts and welcome everyone to the Q A segment of the live stream. 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.
Episode 2081: $679M Bitcoin Treasury Buy – $1M BTC Forecast, Trump & Max Clash on Dollar
Date: August 19, 2025
Host: JV (Bitcoin News Alerts) with special nods to the “Fed Chair Nipinator”
This episode focuses on major developments in the Bitcoin (BTC) ecosystem—including market corrections, BlackRock’s historic BTC accumulation, institutional treasury actions, and bullish predictions for Bitcoin’s future. The host covers the impact of BTC in retirement plans, policy updates from political figures like Trump, and explains why a $1 million BTC price tag is becoming increasingly plausible.
On BlackRock’s Growth:
“It took gold over 1,600 trading days to reach $70 billion in assets. IBIT did it in 341 days—fastest growing ETF in history.” (B, 13:10)
On Corporate Accumulation:
“It’s not like they’re going to stop accumulating anytime soon [at BlackRock].” (B, 14:17)
On Bitcoin for Rentals:
“To be a landlord and not accept bitcoin…I'm just saying, but there’s people who don’t know what they don’t know.” (B, 18:40)
On 401(k)s and Retirement Flows:
“The inclusion of BTC in 401(k)s is even bigger than ETF approval…” (B, 29:10)
On Political Support:
“Bitcoin takes a lot of pressure off the dollar. It’s much more important than anything we have invested in.” (Trump, 32:40)
“It obliterates the dollar. But it’s important you don’t understand this yet, Trump.” (Max Keiser, 32:44)
On $1M BTC Thesis:
“This isn’t just policy. It’s a declaration of war on scarcity.” (B, 36:20)
“Let me know your thoughts on a $1 million bitcoin by the top of the decade. I think easy peasy.” (B, 38:15)
For full streams, Q&A, and video, visit bitcoinnewsalerts.net.
HODL. Stack hard. Stay sovereign.