2157: $3 Million Bitcoin Prediction Ignites Market as Mastercard Moves $2B into Crypto

Summary

Podcast Summary – Bitcoin News Alerts | Daily BTC News

Episode 2157: $3 Million Bitcoin Prediction Ignites Market as Mastercard Moves $2B into Crypto
Date: November 5, 2025
Host: JV (Bitcoin News Alerts)

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Episode Overview

In this packed episode, JV, host of the #1 daily Bitcoin podcast, breaks down the latest BTC technicals after a dramatic flash crash, dives into bullish institutional stories (including $2 billion in MasterCard crypto moves and Meta Planet’s $100M Bitcoin loan), explores fresh treasury initiatives led by OGs like Adam Back, and ends with a bold, controversial $3 million-per-Bitcoin price prediction that has the community buzzing. Throughout, JV brings his characteristic unfiltered energy, humor, and maximalist faith—reminding the "Bitcoin fam" to stack sats and stay sovereign despite market turbulence.

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Key Discussion Points & Insights

1. Market Recap & Technical Analysis

Time: 00:57–10:59

• Following a severe flash crash to ~$98k (00:57), Bitcoin rebounds to $103-104k, with bullish signs across the hourly and 4-hour charts.
  • "Six Green Consecutive candles on the hourly chart. That's bullish and that's actually very good." (JV, 05:14)
• Market cap returns to $3.44T; BTC dominance at 59.9%; the entire crypto market mostly in the green (01:20).
• Privacy coins (Dash, ZCash, Monero) outperforming while most altcoins suffer severe monthly losses (02:30).
• Fear & Greed Index at "23—extreme fear; yesterday we bottomed at 21." (JV, 03:35)
• Analyst perspective: October closed with the first bearish candle in seven years, November shaky so far (Co-host/Analyst, 04:04).
• Technical levels: Bulls eyeing 131.318k as target; significant support around 98k-100k range (JV, 05:39).
  • Quote: “We did retest the critical psychological 100k support and we held up for the utmost...as we bounced right back.” (JV, 06:06)

2. 30% of Bitcoin 'Underwater' – What It Means

Time: 10:33–10:59

• Despite recent price action, about 30% of Bitcoin holders are at a loss (10:33).
• JV stresses that historically, these periods mark cycle bottoms:
  • "While this might sound alarming, history shows such levels have often marked local bottoms rather than breakdowns during the bullish cycles." (JV, 10:33)
• Important context: it's the pre-halving year, a time when explosive moves are often preceded by fear and volatility.

3. Institutional & Treasury Moves

A. Adam Back’s Switzerland Treasury Startup ‘Future’

Time: 11:03–14:37

• ‘Future’, co-founded by Bitcoin OG Adam Back, raises $34.5M to become Switzerland's premier Bitcoin treasury custodian (11:03).
  • Quote: “If [Adam Back] is heavily invested in this you know that is a good sign...I consider him one of the OGs of the OGs. Some dare say he's Satoshi.” (JV, 11:45)
• The round led by Vulgar Ventures, Nakamoto, and Tobam; aims for regulated, multi-sig custody and treasury services targeted at European corporates and institutions.

B. Meta Planet’s $100 Million BTC-Backed Loan

Time: 14:37–16:39

• Tokyo-listed treasury company Meta Planet secures a $100M loan using its BTC as collateral, marking a trend of companies using corporate Bitcoin stacks as financial leverage (14:37).
  • “The company said the loan carries a benchmark US dollar rate plus a spread that can be repaid back at any time...positions still large enough to maintain healthy collateral coverage even if the bitcoin price continues to decline.” (JV, 15:03)
• They aim to accumulate 210,000 BTC by 2027 (16:16).
• Also launching a $500M share buyback backed by their BTC reserves.
  • “Meta Planet expects the financial impact...to be minor, but pledged to disclose any material changes should they arise.” (16:32)

C. Treasury Firms & Potential Liquidations (MicroStrategy)

Time: 16:39–19:50

• Ratings agencies downgrade Michael Saylor’s MicroStrategy (Strategy) due to heavy BTC exposure; JV pushes back:
  • “S P cited strategy’s heavy bitcoin concentration, limited liquidity and narrow business focus as a key weakness. I dare say that’s a key strength.” (JV, 16:51)
• On-chain analyst Willy Woo argues Strategy’s debt structure (mainly in convertible senior notes) makes forced liquidation unlikely unless BTC drops below $91,500 at note maturity (17:54).
  • “It would be one hell of a sustained bear market. See any liquidation for Strategy?” (Co-host/Analyst, 18:34)
  • “Willy Woo does not expect a liquidation...he warned it is possible if Bitcoin fails to rally strongly during the anticipated 2028 bull market.” (JV, 19:29)
• Bear case for BTC by 2030: $1M. “That’s actually the bear scenario. Just saying.” (Co-host/Analyst, 20:12)

4. MasterCard’s $2 Billion Crypto Infrastructure Play

Time: 20:15–23:38

• MasterCard is negotiating a $1.5–2B acquisition of crypto infrastructure provider 0hash, after also exploring a deal with the stablecoin platform BVNK (20:27).
  • “If that goes ahead, it could accelerate...settlement beyond traditional business day constraints towards more continuous 24.7, 365 model.” (JV, 20:33)
• The move could fundamentally alter banking hours by making settlements nearly instant via stablecoins, integrating with card networks’ programmable capabilities.
• Risks: New compliance, key management, and smart contract requirements; market/vendor constraints may delay widespread adoption (22:09).
  • “Settlement will begin to follow business needs rather than the clock. That’s right. We all know Bitcoin’s up 24/7 and with Bitcoin the transaction is the settlement.” (JV, 23:24)

5. The $3 Million Bitcoin Price Prediction – Feature Segment

Time: 23:38–28:36

• Ark Invest (Cathie Wood) projects bull case for BTC at $2.4M by 2030; other models as high as $3-4M+ under extremely bullish conditions (25:39).
  • “One of the most cited firms Ark Invest adjusted his bull case model...to project a potential 2.4 million target for 2030, driven by institutional adoption and supply dynamics.” (JV, 25:39)
• Explained: fixed 21M BTC supply, not like gold; if institutions allocate just a few percent of their portfolios, dramatic price appreciation is mathematically plausible.
  • “The bullish thesis rests on several key pillars...Institutions gradually allocating a small percentage of their portfolio...continued product availability...regulatory clarity...broader recognition as a store of value rather than just a speculative asset.” (JV/Co-host, 26:39)
• Some see “million-dollar Bitcoin by 2030” as the bear scenario if global adoption follows even partially.

6. ETF Inflows & Institutional Dynamics

Time: 25:05–26:53

• US spot Bitcoin ETFs top $50B in AUM, holding roughly 1.2M BTC or 6% of the total supply (25:05).
• Net inflows strong, but lately show signs of moderation and outflows parallel to the market selloffs (25:39).
  • "Bitcoin funds attracted 5.5 billion in net inflows underscoring the robust demand and on chain metrics show limited inflow of coins to the exchanges..." (JV, 27:46)

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Notable Quotes & Memorable Moments

• “As Shandy said in the the tracky track, I am so pumped after the dip yesterday. Love the FUD on the bitcoin X paper hands are running scurred exactly. Nothing new under the sun. But here we are about to reclaim 104.” – JV (05:14)
• “30% of the Bitcoin supply currently underwater…history shows such levels have often marked local bottoms.” – JV (06:38, 10:33)
• “If [Adam Back] is heavily invested in this you know that is a good sign in my opinion. I consider him one of the OGs of the OGs. Some dare say he's Satoshi.” – JV (11:45)
• “I dare say [heavy bitcoin concentration]’s a key strength [for MicroStrategy], but to each their own.” – JV (16:53)
• “Settlement will begin to follow business needs rather than the clock. That’s right. We all know Bitcoin’s up 24/7 and with Bitcoin the transaction is the settlement. Take that evil doers. Yeah baby.” – JV (23:24)
• “One of the most cited firms Ark Invest adjusted his bull case model...to project a potential 2.4 million target for 2030, driven by institutional adoption and supply dynamics.” – JV (25:39)
• “The bullish thesis rests on several key pillars... I ain’t talking caterpillars.” – JV/Co-host (26:39)

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Timestamps for Major Segments

| Segment | Timestamp | |----------------------------------------------------|-------------| | Market Recap & Technicals | 00:57–10:59 | | BTC Holders “Underwater” Analysis | 10:33–10:59 | | Adam Back’s 'Future' Treasury Startup | 11:03–14:37 | | Meta Planet’s $100M BTC-Backed Loan | 14:37–16:39 | | MicroStrategy & Treasury Liquidation Risks | 16:39–19:50 | | MasterCard's $2B Crypto Move & 24/7 Settlements | 20:15–23:38 | | The $3M Bitcoin Prediction Debate | 23:38–28:36 | | ETF & Institutional Inflows/Adoption | 25:05–27:53 |

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Closing Tone & Takeaways

JV maintains a raw, energetic Bitcoin maximalist outlook—using humor, slang, and strong opinions throughout. The episode concludes with a call for the audience to “stack hard, stay sovereign,” riffing on current bearishness as classic BTC pre-bull market “FUD,” and dropping a motivational “True Grit” audio segment about the perseverance and faith required to thrive as a long-term Bitcoiner.

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For full video & live audience Q&A, visit: bitcoinnewsalerts.net

HODL on, and see you in the next stack.

Transcript

[JV (Host)]

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[True Grit Rapper]

Foreign.

[JV (Host)]

Bitcoin fam to no. 1 daily bitcoin pod in today's show I'll be breaking down the latest technical analysis. You know we had a massive flash crash to 9899 yesterday. We did recover some. Today we're back above 103 104. We'll also be discussing Adam back co founded Switzerland Bitcoin treasury Startup Future raises 34 and a half million and as well as Meta Planet taps 100 million Bitcoin back loan for bitcoin purchases along share buyback. Also strategy won't face bitcoin liquidations in the next bare market according to onchain analyst Willy Woo. Also big news, Mastercard's $2 billion move into crypto can end banking hours as we know them. Also Bitcoin to 3 million. I got a shocking bitcoin prediction that has the experts divided. We'll also be taking a look at the overall crypto market. All this plus so much more in today's Show. Today is Pod Episode 2157. I'm your host JV. It's November 5th, 2025. We had a flash crash, big old crash to 98 yesterday. Fortunately we bounced pretty significantly here today. Currently sitting just shy of 100. Let's kick it off with our market watch. Entire market back in a green. It's a beautiful sight to see after a couple of weeks of blood bloodshed I should say for the market. Checking out coinmarketcap.com as of today the market cap bounced back to 3.44 trillion. Total crypto market cap. Bitcoin market cap did bounce back above 2 trillion. We were sub 2 trillion yesterday for the first time in a long time, checking out top 100 crypto gainers past 24 hours it looks like today. Z Sync leading the pack up 42% followed by plasma, followed by Zcash up 21%. 24 hour volume is through the roof. 270 billion. That's significantly high. Bitcoin dominance had been on the climb this week. Today it's 59.9%. Ether dominance 12%. Even McEven checking out the crypto bubbles. I dare say 99% of the market in the green today. Virtually everything except DASH and icp. But that's because Dash was soaring when everything was getting wrecked. One of the privacy coins alongside zcash checking out the weekly unfortunately bloodshed across the entire market. Many alts down 10, 30, 40% like it ain't no thing. Checking out the monthly it gets even worse. Substantial losses across the board. You know, Dogecoin down 40%. Bonkers down 44%. I mean everything's down pretty much except Dash and Zcash, which are and Monero. Believe it or not, the three privacy coins are holding their own. Checking out the crypto Green Fear index today it's a 23 extreme fear. Yesterday we bottomed at 21, last week.

[Co-host/Analyst]

Of 51 and last month a 71 in greed. And if you don't know now you know. So do you think the bottom is in? That's the million dollar question. Or do you think we're likely to correct lower. We are in November, but October, October was very disappointing. First bearish red monthly candle close in seven years and November was historically the most bullish time of the year and thus far not so good. However, there's a lot of outliers.

[JV (Host)]

Things like government shutdown is not helping whatsoever. A lot of the mega whales, which are the, you know, long term Hodlers, there was like 400 and plus Bitcoin dumped into the market. So there's a new phase of Hodlers and this is to be expected before a parabolic run up. Typically fear is at an all time high. The uncertainty and chaos in the world is at an all time high. And then bitcoin starts ripping like the.

[Co-host/Analyst]

New Scotty Pippen letter RIP Tater chip.

[JV (Host)]

As Shandy said in the the tracky track, I am so pumped after the dip yesterday. Love the FUD on the bitcoin X paper hands are running scurred exactly. Nothing new under the sun. But here we are about to reclaim 104. Let's continue with our TA aka astrology for the Broskis and I'm going to pull up the live charts. I'm just going to read you what I see. 1, 2, 3, 4, 5, 6 Green Consecutive candles on the hourly chart. That's bullish and that's actually very good. And we just reclaimed above the moving averages which is another good sign as we were significantly lower for the past week. No particular bull targets in sight though on the hourly so let's zoom it out. Checking out the four hour big green candles as well. We do have a bull Target fortunately at 131. 1318 to be more precise. Also a lot of bullish momentum after bottoming out at the 9899 range on Coinbase it was like 988 in that ballpark. That's the current bottom. So we did retest the critical psychological 100k support and we held up for the utmost. I mean as we bounce right back. Checking out the daily Daily also has a couple of bull targets. A bull flag at 146 and a falling wedge at 132 in play again on the daily chart and we finally got our first green candle in a few days. Checking out the weekly we're midweek. Happy Wednesday Hump day. Unfortunately it's a massive red candle formed on the week. Last week we had a red candle. Not a good look entering novemble but we're still early. It's only November 5th so we got some time zooming it out taking a look at a monthly unfortunately we were already significantly in the red for the month of November. Five days in October was not an October. Unfortunately the first week was we had the all time high of 126 3. Then we had a massive correction. I mean it is what it is but here we are. Bitcoin price rebound stops at 103 with 30% of the Bitcoin supply currently underwater. That's right. After reaching its lowest level since June 22, Bitcoin saw some relief as crypto long liquidation surpassed 1.7 billion in 24 hours. Commenting on the latest market movements trader SKU focus on derivatives observing aggressive long positions opening in the aftermath of the prior days drop. Here's what he wrote. Bitcoin there's your short covering flow, strong positive delta bid flows leading the price here. Aggressive longs opening as well probably to balance out the deltas especially of the net short positioning from yesterday. Remember this is lagging indicator and takes time to play out hopes of a lasting market recovery. Also leverage order book liquidity with Longs now neutralized and open interest down considerably. Quoting an analyst here, Bitbull Bitcoin liquidation map telling a clear story. Most of the longs are gone with some left 97 and 99 level. On the upside, there's four major liquidity clusters. One at 102 5, one at 1115 one at 116 and one at 117 5. I don't think the whales will ignore these big liquidity clusters. Meanwhile, again near 30% of the supply.

[Zoe]

Morning Zoe Got donuts.

[Jeff Bridges]

Jeff Bridges why are you still living above our garage?

[Zoe]

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[JV (Host)]

Nice.

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T Mobile is the best place to.

[Co-host/Analyst]

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[Zoe]

So what are we having for launch?

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[JV (Host)]

Which just means at a loss, as reported by Crypto Quant, the contributor wrote here. Bitcoin investors underwater on their holdings even at a hundred thousand. While this might sound alarming, history shows such levels have often marked local bottoms rather than breakdowns during the bullish cycles. And we are in a bullish cycle. It's the year preceding the having we.

[Co-host/Analyst]

Never really had the massive run up.

[JV (Host)]

Yet these loss thresholds tend to coincide.

[Co-host/Analyst]

With the liquidity stress points where sellers exhaust themselves.

[JV (Host)]

Next up in the headlines Adam Back, the OG himself co founded Switzerland Bitcoin treasury startup in it's called Future and.

[Co-host/Analyst]

They just raised 34 and a half million.

[JV (Host)]

That's right, Future holdings of Switzerland based bitcoin treasury custody company raised 28 million Swiss francs which is 34 and a half million USD in a strategic round.

[Co-host/Analyst]

Anchored by Vulgar Ventures, Nakamoto and Tobam. The company announced on Taco Tuesday branding.

[JV (Host)]

Itself as the Switzerland premier bitcoin treasury company.

[Co-host/Analyst]

Future said in a new release it will perform provide multi signature custody treasury tools and advisory services for companies seeking a hold the pre little b going up forever on the balance sheet.

[JV (Host)]

The company said it combines treasury operations.

[Co-host/Analyst]

Research and wallet infrastructure to help the institutions to manage the account for Bitcoin exposure with traditional corporate structures, quitting them here. This round brings together leading venture investors who share our conviction in the biddy and in the strength of the team we have built at Future here said at the release, adding that the commitment reflects confidence in the vision to build the premier Bitcoin treasury company in Europe. All I know is this. I know nothing about Vision, but I do know and respect Bitcoin OG Adam Back and if he's heavily invested in this you know that is a good sign in my opinion. I consider him one of the OGs of the OGs. Some dare say he's Satoshi, I don't know. Some say what's Nick Zabo and so forth. But anyways Futures co founders include Mark Says CEO Says Capital, Julian Lingier CEO Switzerland based Bitcoin investment app Relay and Adam Back inventor the Hash Cash and the CEO to Block Stream Futures led by traditional finance and Bitcoin native execs. Its chairman Richard Byworth, Managing Partner at Switzerland based private investment firm says Capital and Hess is a fintech bitcoin entrepreneur who worked at Block Green, a project backed by Peter Thiel and Coinbase. Its backers Vulgar Ventures and Tobam bring further credibility to the company. Fulgur is known for the early stage bitcoin infrastructure investments with Tobam operating as a Bitcoin treasury opportunity fund that targets corporate adopters. Meanwhile, the future joins a growing lineup of the institutional Bitcoin service providers in Switzerland. Companies include Bitcoin Swiss and Singum bank which are catering to the asset managers, foundations and Web3 enterprises. Futures Launch also coincides with a rave of the or wave of the regulatory clarity across Europe where Switzerland based companies have been securing markets and crypto asset regulation licenses. For example, October 24th relay future co founder Lingier and also co founded became one of the first Bitcoin only platforms to receive the MICA authorization from France's Finance Minister. This allows the company to expand its regulated Bitcoin buying, saving and selling services within the European Union. And if you don't know, now you know. And speaking of treasury plays, next up, the latest from Meta Planet with a hundred billion dollar Bitcoin backed loan. And if you don't know, ask the Nipinator. He got the Nipinator indicator always on point. The only indicator in the bitcoin space with 100 accuracy. Eat your heart out, Plan B, Plan C and get your together. You got the nip Next Story of the day Meta Planet taps 100 million.

[JV (Host)]

Bitcoin back loan for Bitcoin purchases Share buyback let's break her down the Tokyo listed Bitcoin treasury company Meta Planet secured 100 million Bitcoin back loan to purchase additional bitties and repurchase its shares. According to the filing. The funds were borrowed on October 31.

[Co-host/Analyst]

17 year anniversary of the Bitcoin white.

[JV (Host)]

Paper under a credit agreement allowing the company to secure short term financing using its bitcoin holdings as collateral. The lender's identity was not disclosed, but the company said the loan carries a benchmark US dollar rate plus a spread that can be repaid back at any time. Metaplan has said the loan structure is conservative, noting it holds 3800 bitcoin worth three and a half billion as of the end of October. Obviously those numbers probably went down significantly with the recent crash, a position still large enough to maintain healthy collateral coverage even if the bitcoin price continues to decline. The company detailed the proceeds from the credit line may be used for additional bitcoin purchases. Its Bitcoin income business where holdings are used to earn option premiums and share repurchases depending upon the market conditions. The announcement came day after Meta planet unveiled a $75 billion yen, which is a half a billion USD share buyback program also backed by bitcoin collateralizing financing aimed at restoring investor confidence after the company's market based net asset value fell below 1. Meanwhile, Meta Planet's M Nav, the ratio between the company's value and the bitcoin holdings, briefly dropped to 0.88 last month.

[Co-host/Analyst]

Before rebounding like a young Dennis Rodman to above parity.

[JV (Host)]

The company temporarily paused the new bitcoin.

[Co-host/Analyst]

Purchases during the dip, but said it remained committed to the goal of acquiring 210,000 BTZ by 2027. That's like two years out. Let's make it happen, Captain. Meta Planet expects the financial impact of the 100 million drawdown on its 2025.

[JV (Host)]

Fiscal results to be minor, but pledged.

[Co-host/Analyst]

To disclose any material changes should they arise.

[JV (Host)]

And last week, S P Global Ratings.

[Co-host/Analyst]

Issued a B minus speculative grade rating to Michael Sailor's bitcoin Treasury company. That's right, Sailor got a B minus. Can't make this ish up strategy.

[JV (Host)]

S P cited strategies heavy bitcoin concentration.

[Co-host/Analyst]

Limited liquidity and narrow business focus as a key weakness. I dare say that's a key strength, but to each their own. The rating came amid growing criticism of the crypto treasury model. In A recent report 10x research reveal some of the bitcoin treasury firms have seen their navs collapse, wiping out billions in paper wealth.

[JV (Host)]

What is that?

[Co-host/Analyst]

Derivatives, the analyst said. The boom, the bitty boom of the bitcoin treasury companies which issued shares as multiples of their actual bitcoin value has fully round tripped leaving retail investors deep in losses while firms accumulate real bitcoin. And I share this, not all bitcoin is created equal. Derivatives, paper Bitcoin that don't exist. Are these of the firms causing the chaos in the markets right now dumping the paper bitcoin? You tell me. Let me know your thoughts. I'll read your comments out loud and we'll dive into the next story of the day. Speaking of strategy, the latest from Willy Woo on strategy.

[JV (Host)]

He he says he won't face Bitcoin liquidation in the next bear market.

[Co-host/Analyst]

Also 2 billion dollar move from MasterCard and then a shocking 3 milli bitcoin price prediction followed by the Nipinator indicator. Nipinator lickingator coming at you.

[JV (Host)]

But anyways next story Brosis check it. Why MasterCard's two billion dollar move? Well actually I don't want to skip this one strategy. Won't face Bitcoin liquidation in the next bear market according to On Chain analysts.

[Co-host/Analyst]

Willy Woo.

[JV (Host)]

Shout out to the Willy Woo and to the Wu Tang Clan. Wu Tang forever It's for the children, but yeah. Strategies debt consists mainly in convertible senior notes Strategy set to settle its conversions as they fall due to the pain either cash common stock or a combination of the both.

[Co-host/Analyst]

At its election, Strategy has around 1 billion in debt due 9-15-2027. So to avoid needing to sell the biddy to repay it, Strategy stock must be trading above $183. According to Willy Woo, that price roughly corresponds to the bitcoin price of around 91, 500. And assuming a multiple net asset value of 1. Now, Bitcoin analyst, the bitcoin therapist said Bitcoin would have to perform horribly in the next market downturn for Strategy to have to start selling off their bitcoin. And that's true, he says would be one hell of a sustained bear market. See any liquidation for Strategy? Strategy currently holds 641,205 Bitcoin, but who's counting besides Nipinator which is worth around 64 billion at this time. Maybe a little less with the current correction Strategy stock closed on Taco Tuesday at a seven month low. Wow. All the way down to 246 bucks.

[JV (Host)]

I believe the high was back at around 500. So it's down significant and that was with bitcoin trading at 101. We did just know bounce a little from then. Willy Woo does not expect a liquidation of the bare market. He warned that it is possible if Bitcoin fails to rally strongly during the anticipated 2028 bull market, quitting them here.

[Co-host/Analyst]

Ironically, there is a chance of a.

[JV (Host)]

Partial liquidation if Bitcoin dun climb in value fast enough in an assumed 2028 bull market, said Mr. Woo. Some executives, such as Arc Invest CEO Kathy Wood. How much bitty can bitcoin huddler huddle if the bitcoin huddler could stack bitties? Kathy wood and Coinbase CEO Brian Armstrong have forecast the Bitcoin will reach 1 million by 2030.

[Co-host/Analyst]

And that's actually the bear scenario. Just saying.

[JV (Host)]

What's the scenario? Next story of the day. Why MasterCard 2 billion move into the crypto could end the banking hours as we know them.

[Co-host/Analyst]

I say the banks. I'm sorry buck the banks.

[JV (Host)]

MasterCard is reportedly an advanced talk to acquire crypto infrastructure provider 0hash.

[Co-host/Analyst]

Yes please.

[JV (Host)]

For between 1.5 billion. 2 billion after early exploring a similarly sized deal for the stablecoin platform. Bvnk. Let's go. Rather than building every Onchain component itself, MasterCard appears to be exploring the acquisition of the turnkey Stablecoin infrastructure. Provider that can be plugged into the existing payment network. If that goes ahead, it could accelerate several settlement beyond traditional business day constraints towards more continuous 24. 7, 365 model. Now 0hash and BVNK perform similar heavy lifting for the institutions they provide regulated custody conversions, payouts, orchestration enable in the banks, the brokers and processors to move between the fiat and the stable coins without rebuilding compliance from scratch. Folding one or both into MasterCard could accelerate the roadmap from the pilot to production, bringing licensing footprints and client integrations on day one. These talks may not be guaranteed to close, but the strategic intent crystal freaking clear card payments today still reconcile through batch windows, weekday cutoffs and correspondent chains. Stable coins on the other hand operate.

[Co-host/Analyst]

Beyond the limits of the banking hours. MasterCard had already laid down two key.

[JV (Host)]

Pieces of the scaffolding for the world and that includes multi token network and crypto credentials. Add stablecoin settlement to the stacky stack and acquirers can receive funds any hour. Net obligations on chain sweep the treasuries within minutes instead of the T1 or T2.

[Co-host/Analyst]

Now how it works Customers pay with.

[JV (Host)]

A card or a linked wallet Instead.

[Co-host/Analyst]

Of waiting for the fiat batches to close, the acquire can choose to receive settlement and stable coins. Obligations between issuers and AC acquirers are are then netted on chain through the approved custody and liquidity partners. Treasury teams can then sweep funds in near real time. Also apply programmable rules for the foreign exchange and fees to convert back to the fiat when needed. Now what changes for the ecosystem for banks and acquirers? Always on settlement reduces pre funding requirements and daylight overdraft exposure while easing weekend and holiday bottlenecks. However, it also introduces new responsibilities. Onchain surveillance, key management, smart contract risk control controls must all meet the card network standards. Now what could still slow the shift to 24 7? Fiat ramp limits operational risk compliance and accounting reality and market and vendor constraints. What to watch out for next? A few indicators will reveal whether banking hours are fading for good. That includes a completed 0/ash acquisition, definitive outcome on the BVNK talks, USDC and EURC settlement as well as MTN and crypto credential developments. If these pieces all fall in place, settlement will begin to follow business needs rather than the clock. That's right. We all know Bitcoin's up 247 and with Bitcoin the transaction is the settlement. Take that evil doers. Yeah baby.

[JV (Host)]

So now the moment you both all been waiting for. Our feature story of the day. Bitcoin to 3 million shocking Bitcoin prediction.

[Co-host/Analyst]

As the experts divided. Oh no.

[JV (Host)]

That's right with bitcoin currently after the flash crash of yesterday to 98 our recovery today to 104 hitting the all time high one month ago early October with enduring of the garment shutdown we hit the 1263 but it's been pretty bearish since then.

[Zoe]

Morning Zoe Got donuts.

[Jeff Bridges]

Jeff Bridges why are you still living above our garage?

[Zoe]

Well I dig the mattress and I want to be in a T mobile commercial like you teach me so Dana.

[Jeff Bridges]

Oh no, I'm not really prepared. I couldn't possibly at t mobile get the new iPhone 17 Pro on them. It's designed to be the most powerful iPhone yet and has the ultimate pro camera system.

[Zoe]

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[JV (Host)]

Nice.

[Jeff Bridges]

Jeffrey, you heard them.

[Zoe]

T Mobile is the best place to.

[Co-host/Analyst]

Get the new iPhone 17 Pro on us with eligible traded in any condition.

[Zoe]

So what are we having for lunch?

[Jeff Bridges]

Dude, my work here is done with.

[T-Mobile Advertiser]

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[JV (Host)]

Adoption seeing strong signals spot Bitcoin ETFs attracted substantial capital. For example, in the US spot Bitcoin ETFs cross the 50 billion mark and cumulative inflows by July of 2025. At the same time, the collective holdings of these ETFs have grown significantly. Data shows 12 US spot Bitcoin ETFs held roughly 1.2 million Bitcoin valid at 149 billion, representing 6% of the total Bitcoin supply. These inflows and holdings reflect the growing mainstream finance engagement with pretty low bitty.

[Co-host/Analyst]

Going up forever jv.

[JV (Host)]

At the same time, some cautious flags do appear. For instance, institutional ETF holdings saw a quarterly decline in Q1 2025, and while the inflows continue, they have recently shown signs of moderation and we've had a lot of outflows the past couple of weeks and that has definitely not helped with our current status. Now the 3 million question is it possible Some of the wildest forecast of the Bitcoin predict a price target of 3 million or higher per coin. One of the most cited firms Ark Invest adjusted his bull case model by April of 2025 to project a potential 2.4 million target target for 2030 driven by the institutional adoption and the supply dynamics. Other commentaries suggest even higher numbers than 3.8 million if very optimistic assumptions about.

[Co-host/Analyst]

Adoption and allocation are met.

[JV (Host)]

So to understand how much a number might be reached consider the bitcoin supply.

[Co-host/Analyst]

Largely fixed finite limited supply 21 million unlike gold, they'll always continue to find more gold.

[JV (Host)]

That's just a fact, Jack.

[Co-host/Analyst]

In fact it's a sexy pretty bitty blackjack. The the bullish thesis rests on several key pillars I ain't talking caterpillars Institutions gradually allocating a small percentage of their.

[JV (Host)]

Portfolio to the bitty continued product availability.

[Co-host/Analyst]

Including you know, ETFs, custody firms etc and to reduce friction regulatory clarity and we finally got the claire without no hair G thank God. And broader recognition as Bitcoin as a store of value rather than just a speculative asset. So why is everyone so to divided? Because everyone perceives things differently. It's like we're living in two different parallel realities Some people think the world is spinning at a thousand miles per hour through infinite space on the other hand others like yo common sense we're stationary NASA's full of but you decide now intermediate scenarios and time horizons more conservative forecast suggestibility to reach 300,000 to 1 1/2 million million by 2030 under the favorable conditions Arcs based bull scenario highlight targets of 300000 for the BEAR 710 for the base and for a year and earlier reports upward revisions moved the bull case to 2.4 million by the top of the decade Send it but shorter term 20252026 the focus of the institutional demand strength the ETF flow dynamics the broader adoption signals for example May of 2025 Bitcoin funds attracted 5.5 billion in net inflows underscoring the robust demand and on chain metrics show limited inflow of coins to the exchanges and you all know supply shock very limited supply mass demand institutions eating up the pre little bitty like there's no tomorrow and let's not forget the gigachad Mikey sailor All these factors in play where will the pretty little bitty end by the end of the day and for the weeks and months ahead Extended cycle What are your thoughts? Holler.

[True Grit Narrator]

Ride or die warrior zero to hero. Ride or die. Let's go.

[True Grit Rapper]

Dust in my lungs Fire in my chest Bitty in my blood I can't rest I store mine safely in a yeti ice chest.

[True Grit Narrator]

They said I pull when the nights got long But I stacked in the code and proved them.

[True Grit Rapper]

Wrong Doy da do True grit light Wayne what pain hold your claim no safety net no bailout plan Just faith and code in a freedom land when the power cuts out and the world throws a thin that's when you see my true grid Bitcoin ready generators steady.

[True Grit Narrator]

Solar savvy contributed lit true grid to.

[True Grit Rapper]

I hard on my ground BTC bulls still roaming around we don't ride bulls we raise them legit novembles rising that's true grit True grit out of my ground BTC bulls still roaming around we don't ride bulls we raise them legit Novembles rising that's true grit True grit.

[True Grit Narrator]

Describes an unconquerable spirit, courage and strength of character to persist through hardship and achieve long term goals. It embodies a refusal to give up despite setbacks and challenges the mental fortitude that keeps faith and fire alive over time they print that line I meant my proof Stacking sets under a God assigned sovereign and roof IG Y6 5 dips letter RIP Tater chip safety in the good clip clip we're flipping in that script by the dip Safety in the clip Every dip just fuels my BTC dragon flame can't shake the faith.

[True Grit Rapper]

Can'T kill this chain no trust fund no Wall street fix Just cold and courage in my mix I walk through but I don't submit that's a marker.

[True Grit Narrator]

True grit courage ain't the absence of fear it's riding on through it like John Wayne head you saddle up and do it Boots in the dust had tilted just a bit when you stand your ground for true now that's true.

[True Grit Rapper]

Grit True grit I hot on my ground BTC bulls still roaming around we don't ride bulls we raise them legit Novembles rising that's true grit it's not.

[True Grit Narrator]

Luck it's not charm it's the callous hands and the coat of lungs arms Cold storage safe on Arkansas farms is waking up when your balance dips and.

[True Grit Rapper]

Whispering it's Marshall hanging judge for Smith diamond hands grip by the bit bitty bitcoin it's going true grip through blood.

[True Grit Narrator]

And sweat if I all again I still submit my faith to God my true grip Never selling bitcoin cuz God gave me it Mission complete Stack secured Maxi confirmed Roger out.

[True Grit Rapper]

Foreign.

[JV (Host)]

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.