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The holidays are better. AT T Mobile get four iPhone 17s on us. No trade in needed when you switch plus four lines for just 25 bucks a line. And now T Mobile is available in US cellular stores with 24 monthly bill credits and four eligible board inside essentials for well qualified customers. Bottle pay plus taxes, fees and $35 device connection charge credits ended up pounds due if you pay off earlier. Cancel contact US Finance Agreement 256 gigabytes. $830 required. Visit T mobile.com welcome Bitcoin fam to the number one Bitcoin pod. Bitcoins ripping. We just recaptured 885. Pretty nice, especially after touching down at 80,000 a couple of days ago. In today's show, we'll be discussing the likely outcome of the price action and where we're heading for the rest of this month and leading into December. Also the latest update from Plan B, creator of the Bitcoin stock to flow model who doubles down that his view has not changed since 2019. We'll also be discussing 1.9 billion exodus and flicker of hope hits crypto investment funds. I'll be sharing the latest report from Coin Shares. Also Bit Quantum Break Cat Catastrophe is pure fud according to Gabriel Gerbac. Breaking it down. Also, the Vanx boss questions the Bitcoin privacy encryption against quantum tech. Also big news strategy, stock bleeding. But Sailor says I won't back down from a bitcoin bet. And speaking of strategy, it's right now all eyes on strategy versus JP Morgan as strategy and bitcoin supporters call for a boycott of the United States's largest bank. That's right, which is jpm. Also be sharing the latest insights from Max Kaiser, Simon Dixon, the OGs. We'll also be taking a look at the overall crypto market. All this plus so much more right here in today's show. Welcome everyone to today's live stream. Bitcoin is pumping still, thank God. We touched down at a local low a couple of days ago at 80 GS at the time of the live stream. Today we 88,600. Today is November 24th, 2025. I'm your host JV alongside the Fed chair the Nipinator. Be sure to smash the likes over on the Rumble and repost the stream over on X. So yeah, the market has recovered some, but we still have a long ways to go. So let's kick it off with our market watch as we do each and every day. Pulling up coin360. On the screen you can see some of the top gainers include XRP on the day up 9%. Zcash is a big corrector down 7%. Ether up 5%. Looking to reclaim 3000 Prelo Biddy 88, 600 at the time of the live checking out coinmarketcap.com the current crypto market cap is currently 2.95 trillion. The Bitcoin market cap $1.769 trillion. Checking out top 100 crypto gainers of the past 24 hours. We got pump fun leading the pack up 10% followed by SUI, up 11% followed by Canton, up 10 and a half percent. Checking out the crypto greed and fear index today we bounced back to a 19. We did hit as low as a 10 last week. Yesterday was a 13 and last week a 14 in extreme fear. And checking out the infamous time chain calendar today we're block height 9205040 and you can exchange one fiat monopoly dollar for 1128 SATS. So you know precisely what to do. You pick up the sats, put down the gats and pick up some bitcoin caps from my man Sergio over@bitcoin caps.net let's continue. Yo, we're going to pull up some of the live charts. And finally, things are looking bullish again here on the lower time frames. You should be able to see here on your screen. This is the one hour we do have a rising wedge. Finally a positive momentum being built on the hourly chart. And we do have bull target. It's an inverted head and shoulders which you see on your screen sitting at 95 700. And we'll work our way backwards here checking out the four hour. You're also going to notice some green candles forming. There's three in a row and the last one right at the blue moving average. And you can also see one of them is pretty significant which we had there a little earlier today. And happy 420 by the way, it's 4:20pm here in Puerto Rico. I know. 20 Eastern in New York. Shout out to the Knickerbockers checking out the daily. It's going to look bullish as well. But yeah, it's been a hell of a bloodbath on the daily chart. You know, the bulk of the past couple of weeks is pure red. We've only had a couple of green, you know, candles which were pretty minuscule. But today and yesterday we're starting to make a climb back, which is nice. No particular bull targets though on the daily. Checking out the weekly. There's also the rising wedge. You're also going to notice we finally have some glimmer of hope on the weekly. Though we're only one day deep into the new week, we're kicking the week off on the right foot in the green after a bloodbath of four consecutive cascading down red candles, which has taken us ultimately from the high 120 or 126 which was the current firmament. We hit first week of October and all the way down to 80. And like I said, we bounced pretty strong from there, looking to reclaim89,000 any moment. And checking out the monthly chart. November Bear has been disappointing. We were all anticipating the November historic 40 average monthly gain, but we damn near lost 35 before bouncing back. And it's very unlikely we close this month in the green unless there's a massive reversal this week. But on the up and up extended theory cycle still in play. And maybe we'll get a nice bull run for the month of December to make up what we missed out on here in October November. You guys do let me know. And here's a new article just published. It reads Bitcoin rallies as US dollar strengthens our Crypto Traders Walking into a trap. Well, I guess let's dissect this. Bitcoin held above 86 on Monday. Like I said we're continuing to climb upwards, especially after the Friday flush to 80,600. Fed uncertainty remains as NFP lifts the US dollar Bitcoin's move came as global markets digested fresh macroeconomic surprises, starting with the strong US non farm payrolls report, which were released November 20th showing 119,000 jobs added versus only 53,000, which was expected. The hotter than forecast NFP injected a fresh layer of tension into the market's outlook. Now, typically stronger job data dampens the rate cut expectations by signaling economic resilience. But this time the impact was mixed. For example, the US dollar index still held firm above 100, its highest level in six months, while traders recalibrated the Fed's next step. And on Friday, the New York Federal Reserve President John Williams signaled that a near term rate cut still possible, arguing that the labor market softness, not inflation, poses the greater risk ahead. However, markets appeared optimistic today, Monday, with data from the CME Group currently predicting.
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B R-I K.com 78.9 probability of a quarter percent December cut so very strong chances there sharply higher than the 44 forecast a week prior as outlined right here. So good odds we do get the cut. The dollar edged higher against the euro and the sterling as the European fiscal stress continue to intensify while the Japanese yen surrendered a part of Friday's gains despite fresh verbal intervention from Tokyo. Also, is Bitcoin's rebound real or just the dollar distortion? Let's discuss it. While bitcoin's weekend grind higher was improved by the short term sentiment, some analysts caution against misreading the bounce. Market technician Tony Severino noted the bitcoin recent higher high in October against the US dollar may be the B wave rally amplified by the weakening dollar rather than genuine crypto strength. And here you're looking at the Bitcoin to gold Elliott Wave market cycle chart on your screen. Severino's Bitcoin goal ratio chart pointed to a cycle peaked in March of 2025 near 46, followed by a corrective phase bottoming around December of 2025 and January of 2026 aligning with the bitcoin having cycles. Seon said that the declining ratio implied Bitcoin underperforming gold, meaning bitcoin upside may be masking structural weakness. But you let me know your thoughts and as a bonus I want to share with you what Plan B recently shared. Let's timestamp it. This was Yesterday at a 5:11am it got roughly a half a million views and here's what he wrote alongside the chart. My view has not changed since 2019. In 2019 the Bitcoin market cap was 100 billion, bitty was 5,000. This chart said Bitcoin market cap can grow to 1 trillion. Bitcoin was 50 G's in 20202024 having period. You can see the blue arrow. It did the Same chart shows a 10 trillion market cap and Bitcoin at 500,000 Bitcoin for 2028 which you can see in the red arrow. Let me know if you agree that the bitcoin market cap will climb to 10 trillion. That's more than a 5x gain on the bitcoin specific market cap and that's roughly a 5 to 6x gain from the current price in the 80s. Hypothetically say we were 100,000. It'd be precisely a 500% gain or 5x. So he says this is still his view. Let me know if you follow the stock to flow model and if you agree or disagree with Mr. Plan B. Next story. Let's line her up. 1.9 billion Exodus and Flicker of Hope Hits Crypto Investment Funds here's the latest the greatest from the coin shares Crypto investment products have hit almost 5 billion of outflows over the past four weeks bloodbath. But the inflows during the final days of the last week offered a small sign of improving sentiment. So you're saying we have hope? Absolutely. Crypto ETPs saw 1.94 billion in outflows last week, a small decline from the 2 billion exodus the previous week. The four week total stands at 4.9 billion. Safe to round up to 5 billion. Can't we mark in the third largest outflow run on record? Only the March tariff driven sell off in the February 2018 downturn were bigger still. Coin shares noted tentative signs of a turnaround, citing 258 million of inflows during the last trading days of the week. Following seven straight days of redemptions and here you can see on the chart weekly crypto asset flows in U S Millions and you can see it outlined also XRP funds buck the broader slump XRP investment products were a rare bright spot. XRP ETPs recorded 89 million of inflows last week, defying the broader downturn even as the token fell 7%. Also, Solana ETPs were in the red with 156 million of outflows, with Solana falling 3 1/2 percent. And Bitcoin saw the majority of the outflows at 1.27 billion, while Ether funds followed with 589 million in weekly outflows. Meanwhile, the industry's most successful traders who were tracked as smart money traders on Nansen's blockchain intelligence platform are betting on the short term appreciation of the XRP token. Smart money traders added 10 million worth of cumulative leveraged long positions in the last 24 hours as the cohort was net long with 74 million. However, smart money was still benton on a further decline in Bitcoin with 325 million and cumulative net short bitcoin positions. Just remember, you can't short your dorks, you can't afford that Next Story Bitcoin quantum break catastrophe is pure fud, says Gaber Gerbax that's right. A heated debate erupted on X after Gaber founded a points, founder of the pointsville and strategic advisor to the Tether, dismissed growing fears of the Bitcoin vulnerability to quantum computing. In a series of posts, Gerbax called the notion of quantum doomsday for Bitcoin pure fud, arguing Bitcoin's cryptographic foundations already resilient and adaptable enough to survive future advances in quantum technology. Quoting the g right here, there's a lot of FUD around the Bitcoin quantum risk. The fact is that Bitcoin security is anchored in the hash based proof of work, which remains quantum resistant. Quantum doesn't break Bitcoin the doing Gerbax pointed to the distinction between the Bitcoin hash based consensus and the signature scheme, arguing that the consensus layer secured by the SHA 256 is already resistant to the quantum attacks. Grover's algorithm only provides a quadratic speed up, he said, which does not undermine the Bitcoin proof of work. The primary theoretical weakness, he acknowledged, lies in Bitcoin's ECDSA signatures, which could be vulnerable if quantum computers reach the scale required to run Shore algorithm effectively. But according to Gerbax, even that threat is mitigated by best practices the Bitcoin's modular design. The main quantum target, which are the public keys, is already mitigated by non reuse of addresses and can be upgraded to the post quantum signatures. Easy peasy. Take that lizard folk. He also goes on to say Bitcoin's long term security model was designed precisely for the adversarial upgrades. The consensus layer is hash based and quantum resilient and the signature layer is modular, meaning post quantum schemes like these can be integrated without disrupting monetary integrity.
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The assertion drew immediate response from crypto security vets including Messari co founder as well as these others who both warned that Gerbax was underestimating the complexity and timeline of the network wide post quantum transition. Now, McArdle argued mining of the proof of work are not at immediate risk, but outline three structural issues Bitcoin still face, number one legacy and the large size of the post quantum signatures which could force controversial block size increases. Given all that, he said, it's best to get serious about the Quantum robustness. Now it's not an issue to kick down the road until the threat is imminent. Gerbach's push back, calling those risks real but remote. The few PT peer to peer addresses are small, scattered. The kind of quantum computers required for mean pool attacks are unbelievably fast and stable, which is nowhere near. He added the biddy could absorb larger signature schemes or even a block SIIZ upgrade before any realistic threat even shows up. He goes on to say I agree we should take quantum hardening serious. I just don't buy the idea. We're close to a break and scammers tend to abuse the quantum narrative. The bigger risk now is people panicked instead of looking at the actual timelines. I think it makes a great point there. Now also the open questions for the bitcoin devs. We have this guy here countering the complacency of the greater danger, citing the firm's research, arguing coordinated post quantum migration could take six months or even more and that's under ideal conditions and we could have a QR QC in a couple of years, whatever that means, who knows. But this is going to be an ongoing argument I'm sure of as the floodsters do love to push the notion that no bitcoin is safe. You know all the quantum computers got to do is go after the honey pots but apparently they're nowhere near or they would have already been going after Satoshi's wallets or whomever wallets that are public. Right. Share the proof of work. Oh snap. Sitting on billions of dollars of bitcoin. Well no one has hacked any of these wallets and my understanding is properly self custody Bitcoin is the only asset which is unconfiscatable. You can't take what you don't have. Yeah, I mean and here we are $50 away from reclaiming the 89 GS. Let's continue. Vanek Boss questions Bitcoin's privacy. Let me guess, he's gonna be promoting Z Cash. I mean I can feel it. But let's dive deeper. Bitcoin's encryption and privacy could be at risk from quantum computing, but it is still a good investment for now. According to Jan Van Eck, CEO, Investor investment manager of Vaneck. Quoting him here, there's something else going on with the bitcoin community that non crypto people need to know about. The bitcoin community has been asking itself is there enough encryption in Bitcoin? Because quantum computing is coming. He said the company believes in bitcoin but it was around before the crypto launched and we'll walk away from the bitcoin if we think the thesis is fundamentally broken. Okay, so what's he pushing here? Vaneck is one of the world's largest crypto asset managers and has multiple bitcoin products, including a spot Bitcoin ETF in the US. We just taken in 1.2 billion of inflows since launching January 11, 2024. Here's Jan Van Eck right here when he was interviewed on cnbc, and I think I'm right, Vanek said A lot of the Bitcoin OGs or Maxis have been looking at Zcash. The only two I'm familiar with are Arthur Hayes been promoting it, and the Winklevoss twins recently have been promoting it. But that's pretty much it. Privacy Focus Token in their search for more privacy for their transactions, Zcash has soared by over 1300%. It is one of the top gainers in the market in the past three months as the market has rushed to embrace privacy tokens amid a renewed surge in interest for anonymous crypto transactions. We also have the infamous Adam Back cryptographer and cipher punk early Bitcoin OG said earlier in the month that Bitcoin is unlikely to face a meaningful threat from quantum computing for at least two to four decades. Do the math, that's 20 to 40 years. Meanwhile, VanEck concluded that the four year cycle is being priced in right now, recommending dollar cost averaging into the bare markets rather than chasing the bull markets. He said for sure needs to be included in investor portfolios due to the mainstream global liquidity reasons. In the on chain reality he briefly explained that the having cycle, adding that every four years over the past decade bitcoin has had a big negative year and in 2026 it's scheduled to have a big negative year and investors have been pre positioning for this bearish move. Every cycle is different, he says. What's obvious to everybody is that Bitcoin has gone up less this cycle, so many people think it'll go down less in the correction. Bitcoin has lost more than 30% since the early October all time high, bottoming out at 80,000 on Friday before recovering to 89 where we're currently at. So there you go. Let me know if you agree disagree with Jan Van E. And what's your thoughts on privacy coins such as zcash, which has been leading the pack in the market. It recently overtook Monero, becoming the largest privacy coin by market cap. The holy trinity of the privacy coins we have the zcash, Monero and Dash. Let me know. We have two back to back stories. This is our feature story coming up. But first we're going to talk about strategy Stock bleeding. But Sailor says he won't back down from the Bitcoin bet. And then all eyes on this headline Strategy and Bitcoin supporters call for the boycott of JP Morgan. I'll give you the latest insight from the High priest Max Kaiser as well as from Bitcoin OG Simon Dixon. And we'll decipher what's really going on between strategy and, you know, Epstein's banking cartel known as JP Morgan Chase. But first we got to dive into this. So let's dive in, shall we? Bitcoin investor strategy is facing a rough stretch this year prompting speculation that it's high conviction bitcoin play is coming undone. A look beyond a one year chart tells a different story. That's right. Google Finance data shows MicroStrategy stock down 60 over the last year and has declined by 40% year to date. The stock traded near 300 bucks in October and before dropping to $170 at this time of this article being published. And while some interpret this as the Bitcoin model being exposed, Strategy is still sitting on double digit profits on its Bitcoin purchases. Take that lizard folk. And its long term equity performance continues to outpace major tech stonks. And according to the Bitcoin Treasury's net data strategy acquired as Bitcoin at an average price of 74, 430 with Bitcoin trading at 86. Now it's 89. Strategy up at least 16%.
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And that's after the correction. Just saying. The global insurrection against banker occupation. Hang the bankers running out of patience. Start with Jamie Diamond. I'm sick of all his statements. But over a five year window, strategy shares are up more than 500% according to the Google Finance. By comparison, Apple recorded 130 gain while Microsoft has seen 120 increase in the same time frame. Even on the shorter two year horizon, strategy stock still up 226%, surpassing Apple's 43% gains and Microsoft's 25% increase in the same time period. So hate on the sailor man all you like. Numbers don't lie. Check the scoreboard. The slump might have less to do with the Bitcoin fundamentals and more to do with the biggest investors Hedge on their crypto exposure In a recent interview, BITM chairman Mr. Tom Lee explained strategy has become the easiest way to hedge bitcoin, quoting them here from the interview. Someone can use Strategies options chain which is so liquid to hedge all of their crypto. The only convenient way to hedge someone's long is a short micro strategy and buy puts. This dynamic turns strategy into an unintended pressure valve for the crypto market and the lizard folk, absorbing hedges, shorts and volatility and market anxiety that may have little to do with the underlying Bitcoin strategy and the effectiveness of the long term thesis. Meanwhile, Kyle Rada, senior market analyst@capital.com said the big risk is a drop at a bitcoin price that would force Strategy to liquidate its holdings. And that's the FUD which has been spreading. There's a lot anticipating folks saying he's going to get forced liquidated. There's a big meeting coming up with the NASDAQ 500 panel January 15th and they're saying a country boy can't survive on this. Michael Saylor this could add downward pressure on both Strategy stocks and bitcoin prices. We are probably a long way from this, but the risk makes abundantly clear that in the long run, buying MicroStrategy stock is potentially inferior to owning the actual Bitcoin, according to Rada. He also added, While MicroStrategy stock can effectively disappear, one Bitcoin will always be equivalent to one Bitcoin. That's why we self custody. Despite the slowdown of the stock prices, Strategy chairman Michael Saylor showed his resolve on X and said I won't back down. Sound like a young 50 cent, I believe. On November 17, Strategy announced it acquired 8,178 bitty for 835 million. The purchase was a major boost over the previous investments, which ranged between 400 and 500 bitties per week. The buy increased its total holdings to 649,870 BTC, worth nearly $56 billion. And on November 6, the crypto market maker Winter Moot pointed to the stables and the ETFs and the DATs as the key source for the crypto liquidity, saying that the liquidity slowdown has caused recent market slump. The company also said liquidity inflow in all three areas have reached a plateau. Data aggregator showed that the DAT inflow began to slow down in October following the liquidation of 20 billion of crypto positions. That inflows increased from nearly 11 billion in September to about 2 billion in October. That's an 80 decline. The inflows declined further in November and as of Monday that inflows had only reached 500 million this month, marking a 75 decrease compared to October. And there you go. And next up we'll discuss the infamous strategy and Bitcoin supporters calling for a boycott of JP Morgan who's gonna get wrecked? Is it the United States's largest banking institution? Or will it be Michael Saylor? Or will it be none of the above? Stay tuned now for our feature story of the day. Strategy and Bitcoin Supporters call for a boycott of J.P. morgan. That's right. And before I do a deep dive into this article, here's a few trending tweets. This one from the hype priest Max Kaiser. He wrote yesterday unconfirmed JP Morgan appears to have an exentially threatening short MSTR position that can potentially bankrupt JP Morgan if micro strategy trades 50% higher above Friday's close. GameStop vibes intensify and then he had to tag the Fox Business folks over there. So yeah, Max let the cat out of the bag and this has sparked a lot of controversy. I'll read some of the comments on this thread here. It would be great if everyone just bought one share of micro strategy and $100 of bitcoin tomorrow. I'm buying at least one share. Come on Monday. So naturally the bitcoiners in the crypto community are rallying behind Sailor. They want to see JP Morgan get wrecked for doing awful things to the bitcoiners over the years. And this is the Crash JP Morgan buy MicroStrategy and Bitcoin Revolution take advantage of it. So shout out Max Kaiser for sharing that. Here's a very insightful tweet posted earlier by Simon Dixon, who's very intelligent as well and an early og, and he gives you a great perspective from both sides so you can understand the war going on right now. He posted this earlier today and I know it was going viral. Got a lot of traction. I read it and I want to read it to you. So Here we go. JP Morgan versus strategy. A debate erupted with two opposing narratives about strategy one group claims MicroStrategy is about to go bankrupt. The other claims MicroStrategy has taken on JP Morgan and threatening the financial order. Both of these narratives miss the structural reality of how the financial industrial complex works. And to shorten that for now on, we're going to say fic. Coming from someone who has worked in investment banking and understands how these systems are designed from the inside, and neither of these interpretations reflect what is likely to occur. People assume the world's largest corporations like Apple, Nvidia and Microsoft are corporate giants that dictate global outcomes. But strategically they are not sovereign. They are operators inside the FIC which controls them through proxy voting blocks, credit windows, index structures, underwriting monopolies, export controls, regulatory choke points and political capital allocation. Corporations control operational decisions, but they do not control strategic direction. And at the strategic level, the FIC says the boundaries. This is the lens through which MSTR must be understood. None of this is personal to Michael Sailor. This is what happens when a finite game corporate entity depends on the FIC capital markets while holding an infinite game. Monetary asset and sovereign finance creditors institutions vaseline nations. By pairing infinite sovereign horizons with finite reoccurring liabilities, nations rarely default. Instead, their debt is rolled over forever, creating permanent influence over policy. The power comes from not taking the asset, but from controlling.
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Strategy faces a similar structural tension. Bitcoin represents the infinite game. MSTR is the finite vehicle. The asymmetry makes MSTR exposed to the FIC weaponry which governs the finite game, short interest derivatives, index exclusion, collateral rules, liquidity channels and broker dealer influence. MSTR is not about to collapse because the FIC does not benefit from its collapse. MSTR is not taken on the system because structurally it cannot. The FIC benefits most when MSTR stays alive, not because they support Bitcoin, but because MSTR serves as a highly effective tool for applying short term finite game pressure on finite game Bitcoin. Bitcoin itself cannot be disciplined, but the corporate rapper holding 649870 BTC can it's a leveraged proxy, a potential for seller under certain conditions, and a vehicle for sentiment manipulation. These features make MSTR more useful alive than dead. Because its obligations exceed the cash flow, it remains perpetually dependent on FIC's financing windows, a textbook form of structural vasilization. Structurally, it is more likely to function as a tool for the Wall street than as an opponent to it. The FIC does not need to destroy mstr. It needs MSTR to continue existing as an instrument through which the finite game FIC see can influence the short term bitcoin dynamics. You cannot beat Wall street in the short term finite game, nobody can. But you can win the long term infinite game. Bitcoin cannot be manipulated over year multi year horizons. Fiat market can distort pressure or amplify the short term noise, but cannot change Bitcoin's long term trajectory. And on the long time horizon, Bitcoin incentives overpower every short term mechanism deployed against it. So the real battle is not strategy versus JP Morgan. The real battle is derivative money, stock crypto and bond printers versus Bitcoin and self custody. We do not beat FIC by trading against it. We beat it by exiting it entirely. We beat it through long term holding and self custody. The FIC manipulates the finite games. Bitcoin rewards infinite game players. Bitcoin is the infinite game. Self custody is how we win it. Very powerful words in my opinion coming from Simon Dixon and I want to echo that. Bitcoin is an infinite game and self custody is how we win this infinite game. And diving a little deeper into this article, the backlash against financial services company JP Morgan from the bitcoin community and supporters of the Bitcoin treasury company strategy continue to swell as those are calling now to boycott JP Morgan. This is a viral trend. The anger of the Bitcoin community followed by the news of the msci, formerly Morgan Stanley Capital International. The index company that sets criteria for index inclusion is likely to exclude crypto treasury companies from its indexes in January 2026 and the big meeting is scheduled to take place January 15th. JP Morgan shared that the MSCI news in a research note. I just pulled 20 million from Chase and suing them for credit card malfeasance, real estate investor bitcoin advocate Grant Cardone said in a response to call for the boycott on the financial services giant crash. JP Morgan Buy Strategy and Bitcoin says Max Kaiser as the online boycott movement gained steam, Fred Krueger wrote, the enemy has a name as the Bit or as the banking system. Take a look at the chart of JP Morgan since the great financial crisis has been straight up for at least 15 years JP Morgan has been consolidating his power as the head of the banking crime syndicate through both Obama terms, Trump 1.0 and Biden. The Fed works for JP Morgan. They hate Bitcoin defi and stable coins. They quietly architected choke point 1.0 2.0. They now see Bitcoin is vulnerable and they are putting the screws on MSTR and against this we have Trump Bessant and potentially a new Fed in May completely under treasury control. Bitcoin is a strategic asset. This is going to be an epic battle. Let me know if you agree disagree with Fred Krueger also. Strategy did enter the NASDAQ 100, a stock market index of the 100 largest companies by market cap on the tech focused stock exchange back in December of last year. This allows Strategy to reap the benefits of a passive capital flow from funds and investors holding the NASDAQ 100. Strategy founder Mikey Sailor responded to the proposed MSCI policy change Friday, saying Strategy is not a fun, not a trust and not a holding company. So he's not concerned. Ultimately, he says the funds and trust passively hold assets. Holding companies sit on investments, we create structure issue and operate, sailor said, adding that strategy is Bitcoin back structured finance company and he actually goes in great detail here. The proposed MSCI listing criteria change would force any treasury company with 50 or more the balance sheet and crypto to lose its index status. These companies would then face one of two choices reduce their crypto holdings to be below the threshold to qualify for the index inclusion or lose the passive capital flows from the market indexes. A sudden sell off from crypto treasury companies impacted by the proposed MSCI change could force digital asset prices down, according to the analysts. Here's something scary. JPM authorized participant for the IBIT amongst other Bitcoin ETFs. Look up what that means. JP Morgan has other levers to manipulate the spot for the Bitcoin price. No advice. So Chemo, what are your thoughts with Sailors position? Does anyone here think Sailors about to get liquidated? Let's just let the elephant out of the room. Who here thinks realistically Sailor's gonna get liquidated? Let me know. That's what I want to know. I'll read you Max's tweet again. This is what he wrote. Unconfirmed. JP Morgan appears to have an essentially threatening short MSTR position that could potentially bankrupt JP Morgan if MicroStrategy trades 50 higher above Friday's close. You know what that means, Gentlemen, we gotta pump MicroStrategy and let's destroy JP Morgan. Chase the official bank of Epstein. Let them both go down like the Titanic. Ironic enough. JP Morgan sunk to Titanic because his enemies were on there. What you know about that? MSTR had to keep the spots for 10 years. Reversible bonds. No, he will not. Says Mr. Corvette. MSCR is DCA. The 74 GS Bitcoin has a long way to drop before MSCR is forced to liquidate anything significant. Well, if he says he can hold Bitcoin to zero, then why would he? He can't be that desperate to get into the nasdaq. Jamie Demon can continue go around in the Bitcoin room. I've always had so much fun here. Thank you, Melta. Buy mstr. That's what I'm saying. Sweet bitty JP Buy MSTR Team sailor. Amen. I'm on the Bitcoin team. Everyone buy like what they did with GameStop. That's what we need to do. If the Epstein files were released and not redacted, Tapeworm would be in prison yesterday. Exactly. Alongside Bill Gates. Melinda threw him under the bus. We know about you, Bill. Mstr. I don't bank with J.P. morgan. But if I did, every single account would already be zeroed out. Jamie Dimon. You wanted war with Bitcoin. Congrats. You're about to get it. Full force. No mercy. That's what I'm saying. And you. You guys probably saw this trending. Boycott JP Morgan. Close your account. Move your money. Tell your friends. Don't bank with the institutions that protected predators. The most infamous predators of all time. And this was very viral thread as well from Adam Livingston. The shocking link between Jeffrey Epstein and JP Morgan. But I think it's all common public knowledge now. They paid a massive fine because of it. But yeah, why should we support these pedophiles? What the. Why is our government support these? Makes you wonder. Epstein's client still running this show or what? But yeah, large numbers of users are allegedly rushing to close accounts of JP Morgan following the premeditated attack on MSTR shareholders. As you know, JP Morgan's currently shorting micro strategy. There is a war going on. That was our main topic of conversation today. If you missed the memo. And here's the post from Grant Cardone. Very influential billionaire here wrote, I canceled my JP Morgan account. Move the entire account to Wells and don't use Chase credit card. If you're worried about fraud. More to come. 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 and A. And I look forward to seeing you on tomorrow's episode. HODL.
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Date: November 24, 2025
Host: Bitcoin News Alerts (JV)
Guests/Featured Voices: Max Keiser, Simon Dixon, Michael Saylor, PlanB, Gaber Gerbax, Jan Van Eck
This episode centers on the escalating conflict between MicroStrategy (MSTR) and JP Morgan, with Max Keiser warning that JPMorgan’s short position on MSTR could backfire. Host JV explores the bullish and bearish pressures on Bitcoin, MicroStrategy’s resilience, and the broader implications of Wall Street’s evolving relationship with Bitcoin. Key topics include recent market action, PlanB's steadfast Bitcoin predictions, quantum computing security FUD, privacy coins surge, and the mounting Bitcoin community boycott against JP Morgan.
[02:30–06:50]
[06:50–09:28]
[10:00-11:10]
“My view has not changed since 2019. ... This chart shows a 10 trillion market cap and Bitcoin at 500,000 for 2028.”
(PlanB via JV, 10:45)
[11:12–13:32]
“XRP investment products were a rare bright spot...defying the broader downturn even as the token fell 7%.”
(JV, 12:52)
[13:35–19:50]
“The fact is that Bitcoin security is anchored in the hash-based proof of work, which remains quantum resistant. Quantum doesn’t break Bitcoin.”
(JV quoting Gerbax, 14:38)
[19:52–24:48]
[25:00–41:30]
MSTR Stock Performance:
BTC Treasury:
Saylor's Defiance:
“Saylor says, ‘I won’t back down’ from a Bitcoin bet.”
(JV [25:26])
Potential Risks: If BTC price falls too far, MSTR forced liquidations could impact both its own stock and BTC broadly.
Market Structure Dynamics:
[36:10–36:40]
“Unconfirmed: JP Morgan appears to have an existentially threatening short MSTR position that can potentially bankrupt JP Morgan if MicroStrategy trades 50% higher above Friday’s close. GameStop vibes intensify.”
(Max Keiser via JV, 36:13)
[37:00–39:55]
Simon Dixon:
“JP Morgan vs Strategy: Both narratives...miss the structural reality of how the financial industrial complex (FIC) works. ... At the strategic level, the FIC sets the boundaries. ... The asymmetry makes MSTR exposed to the FIC weaponry...”
(Simon Dixon via JV, 37:40 – 38:22) “MSTR is not about to collapse because the FIC does not benefit from its collapse. … The real battle is derivative-money, stock, crypto and bond printers versus Bitcoin and self-custody. … Bitcoin is the infinite game. Self-custody is how we win it.”
(Simon Dixon via JV, 39:15–39:45)
Key Insight: Wall Street prefers MSTR alive as a tool for “sentiment manipulation”; real sovereignty and resilience come from long-term self-custody.
“I canceled my JP Morgan account. Move the entire account to Wells and don’t use Chase credit card. ... More to come.”
(JV, 41:05)
Max Keiser on MSTR shorts:
“GameStop vibes intensify.”
(36:13)
Simon Dixon’s macro wisdom:
“Bitcoin is the infinite game. Self custody is how we win it.”
(39:45)
JV’s recurring call-to-action:
“Stack hard. Stay sovereign. … You pick up the sats, put down the gats and pick up some bitcoin caps from my man Sergio.”
(throughout, e.g., 06:00)
The episode mixes technical market analysis, memes, and unapologetic Bitcoin maximalism (“No altcoins. Just BTC!”). JV’s commentary is impassioned and irreverent, channeling the bullish, adversarial spirit of Bitcoiners dedicated to “stackin’ sats” and exposing legacy finance manipulation.
MicroStrategy’s bold Bitcoin treasury strategy is a high-wire act, now caught in Wall Street’s crosshairs via JP Morgan. Keiser’s warning of a possible JPMorgan “GameStop moment” catalyzed a fractious debate about who gets wrecked if MSTR surges. Simon Dixon’s bigger-picture advice: ignore the noise, exit the legacy system by self-custody, and play the “infinite game” of Bitcoin. As always, the Bitcoin News Alerts community is encouraged to stay vigilant, self-custody, and “stack hard, stay sovereign.”