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Episode 2185: Major Banks Seek Strategy Partnership – Saylor: 2026 Is 'The Bitcoin Banking Era'

Date: December 3, 2025
Host: JV (Bitcoin News Alerts)

Episode Overview

This episode captures a pivotal moment in the Bitcoin sphere, with markets surging after reclaiming $93,000 and major institutional players—including the world’s biggest banks and asset managers—rushing into BTC. Host JV covers significant news items ranging from market technicals and massive capital inflows to Texas’s state-level Bitcoin adoption and Michael Saylor’s bold predictions for 2026: “The Bitcoin Banking Era.” The show peaks with strategy insights from Saylor and Strategy CEO Phong Li, revealing that US banking giants now seek direct partnerships with the world’s biggest corporate Bitcoin holder.

Key Discussion Points & Insights

1. Market Recap and Technicals

• Bullish Momentum Returns:
  • After “a blood bath” in October and November, Bitcoin pumped back above $93k during a 16-hour livestream pump watch.
  • “Everything's still in the green. Yesterday was massive and the gains do continue today.” – JV [02:51]
• Updated Stats at Time of Recording:
  • Bitcoin price at $92,400, Ether at $3,100.
  • Total crypto market cap at $3.12T; Bitcoin's at $1.843T.
  • Fear still strong in the market: Bitcoin Fear & Greed Index at 28 (after hitting 10 recently).
  • 1 USD now gets you 183 sats, compared to 800 sats per dollar just over a month ago.
• Technicals:
  • Short-term: Bullish across 1-hour, 4-hour, daily, weekly, and monthly charts.
  • “Yesterday's green candle basically regained all the losses from the day prior, which was December 1's losses, which were significant.” – JV [05:21]

2. Bitcoin’s Capital Inflow and Market Structure Shift

• Record-Setting Bull Run:
  • Bitcoin added $732B in new capital this cycle—more than all previous cycles combined.
  • Major catalyst: Vanguard (managing $10T) finally “fully embrace[s] Bitcoin to their 50 million clients,” resulting in massive ETF volume and market momentum.
  • “This reflects the profound impact of the institutional adoption and the emergence of regulated investment vehicles such as the ETFs.” – JV, quoting Glassnode/Fera AI report [10:24]
• Spot Bitcoin ETFs:
  • Hold 1.36M BTC ($168B), about 7% of circulating supply.
  • Growing institutional adoption compresses long-term volatility and cements a new investor base.

3. Traders’ Sentiment & ETF Dynamics

• Short-Term Pain, Long-Term Gain:

  • Short-term traders (1-3 month holders) face unrealized losses of 20-25% for two weeks, but long-term holding (“diamond hands”) historically brings outsized gains.
  • “No one who has held Bitcoin for four years or longer is in the red. We're all in the black because you got to hold it for a cycle.” – JV [12:24]

• Institutional Optimism:

  • Despite short-term drawdowns, entities like Bank of America now suggest clients allocate 4% to Bitcoin.
  • ETFs’ recent outflows, mostly in November, were only a fraction of total selling pressure; inflows have resumed, fueling price recovery.
  • “Even the forces of evil [like Bank of America] are now, you know, promoting the biddy.” – JV [14:59]

4. Political Shifts: Trump & The Fed

• Kevin Hassett as Next Fed Chair:
  • Trump heavily hints at appointing the Bitcoin-friendly Hassett (with a $1M Coinbase stake and digital asset working group experience).
  • Prediction market odds for Hassett: 85%.
  • “President Trump effectively announcing that Kevin Hassett will be the next Fed chair. Let me know if you’re familiar with this gentleman. 2026 is going to be a wild year.” – JV [20:43]
• Significance:
  • Potential for more favorable US monetary policy towards Bitcoin and crypto.
  • “The Fed doesn’t have a direct impact on crypto regulation, but its actions significantly influence market sentiment.”

5. Texas’s Strategic Bitcoin Reserve: State-Level Adoption

• First US State to Directly Buy Bitcoin Exposure:

  • Texas invested $5M of public funds in BlackRock’s Bitcoin ETF under the new Strategic Bitcoin Reserve law (SB21).
  • “Kudos to the state of Texas. That’s big.” – JV [22:21]
  • Law sets aside $10M; the current allocation is cautious but precedent-setting.

• “From Mining Hub to Biddy Reserve”:

  • Texas has long championed mining but now leads as a state-level investor.
  • “Senator Charles Schwertner, the bill's main sponsor, described Bitcoin as the best performing asset of the past decade. I dare say the best performing asset in human history.” – JV [24:21]

• Broader Implications:

  • JV expects other states to follow: “The first step is the most significant step… I expect many other states to follow in Texas’s footsteps.” [28:43]

6. Feature Story: Strategy, Michael Saylor, MSCI Exclusion, and Bank Partnerships

• MSCI Index Controversy:

  • Saylor’s company, Strategy (formerly MicroStrategy), faces possible exclusion from the MSCI World Index due to its heavy Bitcoin holdings (now 650,000 BTC).
  • “We are engaging in that process,” says Saylor about ongoing talks with MSCI, downplaying fears over $3B outflows. [31:03]

• What’s the MSCI World Index?

  • Famed index tracking 1,300+ large/mid-cap companies across 23 developed markets.
  • Saylor’s stock was a major addition alongside giants like Nvidia, Apple, and Microsoft.

• Volatility and Reserves:

  • Strategy equity will remain volatile—by design. New $1.44B war chest ensures preferred share dividends and debt payments.
  • “If Bitcoin falls 30 to 40%, then the equity is going to fall more because the equity is built to fall.” – JV paraphrasing Saylor [32:21]

• Major US Banks Seek Strategy Partnership:

  • Phong Li (Strategy CEO): “Large US Banks want to partner with Strategy because they are the biggest corporate bitcoin holder in the world.” [33:30]
  • JV speculates on likely partners: JP Morgan, Bank of America.
  • “This can be the big news—so let’s break this one down.” – JV [32:50]

• Saylor’s 2026 Prediction:

  • Saylor: “Major banks accepting Bitcoin will be the story of 2026.”
  • JV dubs 2026 “the year of the banks” for Bitcoin.

Notable Quotes & Memorable Moments

• On Institutional Buy-In:

  • “Vanguard’s the second largest asset manager in the world, fully embracing Bitcoin and crypto to over 50 million of their clients. We also had bullishness from Goldman Sachs, you name it. So the institutions have officially fully, you know, adopted Bitcoin.” [11:21]

• On Holding Through Volatility:

  • “No one who has held Bitcoin for four years or longer is in the red…history shows us every cycle we add a zero which is a 10x price gain, a thousand percent gains.” [12:24]

• On Texas Leading the Way:

  • “State adoption shall continue. They're the first one with the balls to adopt it the way they did…So I expect many other states to follow in Texas’s…footsteps.” [28:43]

• On 2026 and Banking:

  • “Saylor previously said that the major banks accepting Bitcoin will be the story of 2026. This can be the big news…” [32:50]

• Phong Li (Strategy CEO) on Banks:

  • “Large US Banks want to partner with Strategy because they are the biggest corporate bitcoin holder in the world.” [33:30]

Key Timestamps

• [02:51] – Market update, pump watch recap; stats rundown
• [05:21] – Technical analysis across time frames
• [10:24] – Glassnode & Fera AI joint report; $732B capital influx
• [12:24] – Short-term pain, long-term bitcoin holder mindset
• [14:59] – Institutional allocation recommendations, ETF impact
• [20:43] – Trump hints at Kevin Hassett for Fed chair
• [22:21] – Texas shifts from mining to Bitcoin reserve investor
• [24:21] – SB21, and why state adoption matters
• [28:43] – The significance of Texas’s public fund investment in Bitcoin
• [31:03] – Saylor’s response on MSCI exclusion process
• [32:21] – Strategy’s volatility and reserve planning
• [32:50] – Major banks seeking partnership with Strategy
• [33:30] – Phong Li’s confirmation of large banks' interest

Overall Tone & Final Thoughts

JV delivers the episode in his signature “raw, unfiltered, uncensored” style, mixing high-energy enthusiasm ("Pumpy pump!"), irreverence ("Forces of evil… now promoting the biddy"), and deep-boiled maximalism (“No altcoins. Just BTC.”). The episode’s momentum matches the bullish sentiment in the markets, fueled by new all-time highs, institutional adoption, state-level reserves, political appointment rumors, and Michael Saylor’s unrelenting vision for 2026.

In Summary:

• Bitcoin markets are “back on the up and up” with renewed optimism and institutional buy-in.
• Texas blazes a trail for government adoption; the rest of the US may follow.
• Saylor & Strategy face volatility and regulatory questions but draw the attention of the world’s biggest banks.
• All eyes are on 2026, the year that may see the banking system finally embrace Bitcoin as forecast by Saylor.

Stack hard. Stay sovereign.