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2227: Bitcoin $2.2M in Play — Max Keiser Warns of Global Bondpocalypse
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Hey y'. All. As a growing family, my husband and I love game night. Especially when it's Wayfair edition. Let's do it. You gotta name as many Wayfair furniture and decor categories as you can. Ready? Go. Sofas, bar stools, beds, ottomans, outdoor seating, bookshelves, kitchen tables, garden sheds, uh, mid century modern lamps. Time. Nice. You got nine out of a lot. Not too bad. Keep practicing. By visiting Wayfair.com which can shop every style for every home. Way fair.
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Every style, every home.
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Welcome everyone to the number one daily bitcoin pod. You can see bitcoin correcting in real time. And today's show I'll be breaking down the latest TA. Also, gold just hit a record price of $4,750 per ounce. Also Sailor just announced a massive $2.1 billion purchase, now topping over 700,000 Bitcoin. For strategy, we'll also be discussing bitcoin. Institutional demand remains strong according to the report by crypto quant. Also the grid wars. Bitcoin hash rate drops as the AI demands more electricity. Also in the headlines, the high priest Max Kaiser asserts bitcoin could dismantle the state power. That's right. One of my favorite Max quotes. Money existed before the state. Bitcoin separates money from state. Bitcoin kills the state. Also speaking of the high priest, we have a very bullish price prediction of 2.2 million in play. With the global bond apocalypse coming, I'll be sharing the latest warning from Max Kaiser as well as the latest with the yen carry trade. All this plus so much more right here in today's show. Today is Pot Episode 2227. Do all nipinators get to go to heaven? Absolutely. Especially the Fed chair. But anyways, today is January 20th, 2026. Bitcoin took a pullback. We're down 3,800 on the day. Currently sitting at 89,300 and dropping at the time of the live stream. Let's kick it off with our market watch as we do each and every day. You can see everything in the blood red today unfortunately ether down almost 8%. Trading back under 3,000. XRP down 6%. Monero down 16%. Bitcoin's only down 4%. And this is pretty typical. When bitcoin takes a hit, the alts get wrecked. And you can see that in the bloodshed on your screen. You know checking out coinmarketcap.com Total crypto market cap has been on the decline down 3% on the day, barely maintaining above the 3 trillion milestone. Bitcoin market cap holding on to the 1.8 trillion mark. Checking out top 100 crypto gainers past 24 hours. We do got just a handful in the green including Canton up 14, Meme Core up 5% and Pump Fun up 3%. Which alts if any are you bullish on for the bull. But you can see rec city across the board. Checking out the crypto greed and fear index. We are in Fear today rated a 32 yesterday 44 last week at 26 last month at 20 in extreme fear. And checking out the time chain calendar we'll see what block height number we're on. And we are on 933, 129 as of today January 20th. And you could exchange one fiat monopoly dollar for 1116 sats. So you know what to do. You pick up the sats, put down the gas, pick up some bitcoin caps from a man, Sergio over@big house.net Next up we're gonna do a little live chart action. Jackson Satisfaction, Bo Jackson, Tony Braxton Today dedicated to the baddies. As you can see here, bitcoin dropping significantly in real time. Unfortunately starting with the one hour chart you see, you know a lot of these red candles continuing to go further down and again we're currently below 90, 000 unfortunately on the day here checking out the four hour doesn't get any better. You can see cascading red candles continuing to drop lower and lower. How low will she go? The bottom we experienced in Q4 just FYI was 80,000. We're currently 9,600 above the bottom. And checking out the daily, the daily chart, you're going to notice a big red candle on the day yesterday. Red, day before red, day before red, day before red, day before red. So collectively we've had about a week of consecutive red candles on the daily unfortunately. And we just broke below the major moving averages. Not a good sign for the bulls. Check weekly. Also you'll notice we got a red candle currently in sight unfortunately and we've had some sideways trading action since bottoming out. Looking to recover some of these losses but currently stuck in the current channel. Checking out the monthly. We are still in the green believe it or not, even with the big correction today, but barely in the green. Happy 420 to the Brosis. Let me know where you feel the prelo biddy likely take us next and I'll read your thoughts in the comments out here shortly. Next up, headline reads Bitcoin trader keeps 100,000 bitty price target as the gold price hits a record $4,750. That's right. Gold's breaking out. Probably going to hit $5,000 here soon. Was pretty mindboggling, right? Bitcoin struggling with the stocks on the green land. Nerves here. You're looking at the one hour chart. Not looking good. US Stocks open with predictable losses. S and P and Nasdaq both down 1%. Precious metals continue their record bull run. Gold hit 4750 an ounce for the first time, while silver, silver just coiled beneath $96. Both sides rhetoric ramped up before the open with President Trump sharing images of both Greenland and Venezuela forming part of US Territory. This followed post showing text communications between Trump and European state leaders. And here's an actual post from Trump. I take it this is probably from Truth Social, correct? It just verified it there. You can see he got 15,000 likes at the time, 3.6 thousand reposts. And ultimately he's claiming they're going to take over these territories. What are your thoughts on that? Holler quoting them here. I had very good telephone call with Mark Root, Secretary General of NATO concerning the Greenland Post wrote, or I mean Trump wrote. I agreed to a meeting of various parties in Davos, Switzerland. Meanwhile, with the focus thus switching to the World Economic Forum taken place through January 23rd, crypto participants were in wait and see mode. Quoting analysts here. Bitcoin got rejected from its weekly bull market support ban. This happened twice in the first quarter of 2025 before Bitcoin finally reclaimed it and hit a new all time high. As long as Bitcoin holds above the 88.5level, which we're barely above at the time of the live, the uptrend is still intact. Let me know if you agree with that. And then we have veteran analyst Peter Brandt, which anything he says I take with a grain of salt because he tends to be a perma bear. But we'll read what he wrote. Bitcoin has now become a diagonal pattern. I do not trade diagonal patterns. I leave these for the Elliott Wave guys who without fail after the next big move will tell us how they had it all figured out. Taking shots. And then we have another analyst wrote support zone here. Hold this hundred thousand level should be next. This could be an important higher low for the entire crypto market before the strong bullish continuation. All right fam. Next big story of the day in the headlines here. As you can see on your screen, Michael Sailor Strategy Top 700,000 Bitcoin after their recent $2.1 billion purchase that's right Sailor Strategy, the world's public largest hodler blasted past 700,000 bitties in their holdings and their latest large scale purchase strategy bought to be exact 2235 bitcoin for 2.13 billion last week, according to the US SEC filing on Monday. The purchases were made at an average price of $95,284 per coin, with Bitcoin briefly rising past 97,000 on Wednesday. The acquisition brought Sailors total bitcoin holdings to 79,715 BTC purchased for about $56 billion at an average price of 76,000 per coin. Strategy's latest acquisition marks a sharp acceleration in the buying spree compared with most of 2025 as its company's largest purchase since February last year when it bought 20,300 bitcoin for 2 billion. So this is a very significant buy. The company announced a 13,627 Bitcoin purchase 2 January 12, which had been its largest bitcoin acquisition since July of last year and here you can see the stats Strategies Bitcoin purchases since November of 2025. The purchase came amid a slight uptick in Strategy stock, with the stock surging past $185 on Wednesday, coinciding with a bitcoin multi month high above 97Gs, according to trading View. The surge also followed Morgan Stanley Capital International's decision, which is the msci, not to exclude digital treasury companies from its market IND in early January. And as you know there was a lot of FUD surrounding that they'd be forced to liquidate their holdings. Well that ended up being a nothing burger, no one forcing Sailor to liquidate. And also they have the cash pile now of billions of dollars like a war chest. And now they have even more Bitcoin than they've ever had before. Here's the flex from Strategy. Earlier Today strategy had acquired 22, 305 Bitcoin for 2.13 billion at 95, 000 per coin and as of January 19, 202026 we huddle 79715 BTC acquired for 53.9 billion at 75,979 per Bitcoin D doing and in acquiring these Bitcoin Strategy now holds roughly 3.37% of the total 21 million Bitcoin supply and 3 1/2% of the current, just shy of 20 million Bitcoin currently in circulation. It's 19.98 million to be precise. And that's according from the latest data from Blockchain do the accelerated buying spree comes after a period of uncertainty for digital asset Treasuries following a summer 2025 rally that many described as a bubble we have. James Butterfield of Coin Shares said the market is now set to reevaluate which DATS will survive by genuinely fitting the accumulation model, quoting them here. The future DATS lies in returning to fundamentals, disciplined treasury management, credible business models and realistic expectations about the role of digital assets on corporate balance sheets, he said in the latest update in December. And there you go yo Sailor is not slowing down whatsoever. His goal is, I think I heard him say, 5 or 6% of the Bitcoin supply and again, he currently already has over 3% of the Bitcoin supply. We'll dive deeper into the institutional demand which has been outpacing the supply by a factor of three to one. So if this is to continue we will most definitely have a supply shock. The fud, the tariffs, the propaganda, the slander and all the central bank the blasphemy as I call it. Bitcoin is God hacking humanity, you feel me? But all yo we're going to continue yo Next story of the day in the headlines. Bitcoin Institutional demand remains strong and you can say that again. Again, Sailor just announced over a $2 billion purchase surpassing 700,000 bitcoin for the company. Well, the institutions are a buy in and that my friend is a fact. Quoting crypto quant here. Institutional demand for Bitcoin remains strong, he said, adding that 577,000 bitcoin have been added to this wallet COHORT which includes ETFs over the past year and it is still flowing in. Let's get it. Excluding exchanges and miners, this gives a rough read on the institutional demand as outlined here in the chart shows you the large bitcoin wallets continuing to accumulate. The increase is around 33% over the last 24 months, which is around the time of the first spot Bitcoin ETF. The launch was of course officially January 11, 2024. Obviously ibits black rock being the largest a spot Bitcoin ETFs of the US have seen an aggregate inflow of 1.2 billion so far in the year. Despite the underlying asset gaining around 6%, institutions began to invest in bitcoin and ether. I just think it's just the beginning. Most people can't even imagine 2030-2040. Part of the surge also could come down to digital asset treasuries. Crypto Dats led by Sailor Strategy scooped up 260,000 Bitcoin since July, worth roughly 24 billion at the current market price. This marks an increase of 30% over the past six months, outpacing minor supply, reported Glass Node. They collectively hold more than 1.1 million BTC. However, retail traders have been more shy towards the crypto over the past few months. The Bitcoin Greed and Fear Index, which measures retail market sentiment, slid back into fear this week with a rating of a 32 out of 100. This comes after briefly flipped to greed for the first time since October of last week. The increased anxiety comes as the bitty price retreated from last Week's high of 97 G's. We are on the cusp of hitting 98 before the current correction. Now we're sub 90,000 all over again. Like deja vu but a great buying opportunity. All right yo Next story of the day. Welcome everyone. Join in the live stream. The Revolution will not be televised being live stream each and every day on the Rumble with JV and the nit. Next one Grid wars bro. The Bitcoin hash rate Drops as the ad demands more electricity that's right, Bitcoin's network power dip this week, falling back under the 1z a hash mark after several months above it. Reports show the seven day average hash rate is near 993exah hashes per second, a clear pullback from last year's highs. Yes please. Hunger for power Reports say the big AI data centers are buying long term power contracts and willing to pay more for steady round the clock electricity, pushing some miners to cut or shift the operations. The competition has changed who gets the cheapest power on the grid. Some publicly traded miners are closing deals to lease space to the chip makers and the AI firms, turning parts of their sites into AI data centers. One large miner signed a multi year lease with a major chip company, showing how companies are hedging against the volatile mining profits. On Monday, Standard Hash CEO and founder Leon Liu said that the drop came as bitcoin miners shifted electricity towards AI computing to chase better profit margins. I guess. Highest and best use case, right? Electricity is the single biggest cost for mining. When data centers bid for some more of the same megawatts, miners face a straight choice. You either pay more, accept narrower margins or repurpose the capacity. The network's difficulty has been eased a bit by the drop in hash power which keeps the block times roughly steady. But that mechanical fix does not change who holds the power contracts. Pjm, the grid operator serving the Mid Atlantic, has moved quickly to propose rules aiming at handling surging AI demand. The plan asked the large new power users to take responsibility for their own supply or accept curtailment rules so essential services and homes do not face outages. These moves are meant to limit the strain that rapid AI growth could place on the system. Now discussing Bitcoin vers AI the policy moves in political pressure, US President Trump and several state leaders have urged steps that would make the tech firms pay more to secure the power, including proposals for emergency auctions to fund new plants. The pressure reflects worry about the higher bills and the risk that expanding data centers could crowd out the other users. Many operators are not only shutting the rigs when the power gets costly, they're ret what is that? Retrofitting sites to host the GPUs and the other AI hardware. That change can mean steadier revenue and longer contracts than mining alone would offer. It also signals a structural shift. Bitcoin mining is becoming a part of the broader compute business for some companies. And of course, the Trump family is partnered with one of the big mining firms. I believe it's Hut 8, and they're doing some big things as well. And Trump even said in his speech when he became president Trump something along the lines they want it to become America, to become the bitcoin mining hub of the world. Let me know if you think this will happen. My understanding is I think most the bitcoin is mined in the US Am I off base saying that I don't have the chart in front of me that breaks down the allocation all around the world? But it is true. Electricity is the most expensive cost besides the equipment. And naturally there's places where electricity is dirt cheap, typically not in the US but there are specific locations like out there in Texas, which are very advantageous for bitcoin miners. Puerto Rico, I highly doubt you would want to mine any bitcoin. Electricity is off the charts. You know what I mean? And then there's places in like Ethiopia. I remember sharing a story many hundreds of episodes ago of Russia ultimately funding a bitcoin mining hub in Ethiopia where electricity is super cheap. Also, electricity is very inexpensive in the Middle East. You know, we just took out that leader. Maduro, is that Venezuela. There's probably cheap electricity there, you know. Next in the headlines, Max Kaiser asserts bitcoin could dismantle state power. And this is one of my favorite Max quotes and I have so many favorites. But I've heard him say this numerous times. It's always stuck with me because it's so true. Here's what he wrote. Money existed before the State. Bitcoin separates money from state. Bitcoin kills the state. He wrote this in response to a post from the Bitcoin archive, Shout out Archie. I got to meet him at the Max and Stacey Invitational. We had him on the pod. It was pretty awesome by the way. But he wrote just then bitcoin and crypto market structure bill could be pulled after Coinbase withdraw support. Coinbase requested the markup be delayed earlier today. Delay not confirmed, but something to watch closely ahead of tomorrow's scheduled markup. And let's dive a little deeper into this article written about the high priest Max Kaiser made a bold statement on the relationship between the money and state. He argues the bitcoin separates money from the state and suggests it could have the power to ultimately dismantle the state structures. Precisely right. And that's why the banking cartels behind closed doors are making it so difficult for the pro crypto government to get anything done. They are the forces of evil and they recognize Bitcoin and kills the state. It just tis what it is. Kaiser's assertions on the Bitcoin role is redefining the relationship between currency and governmental authority, reflecting a broader vision he has articulated for Bitcoin's future. His perspective on the potential for Bitcoin to reshape national structures aligns closely with his earlier exploration of El Salvador's path as Bitcoin maximalist country sh as well as his projections regarding the exponential growth a bitcoiners relocating to el Salvador in 2026. Together, these analyze our analysis underscore the transformative implications Kaiser's envision for Bitcoin's integration into both economic systems and sovereign governance. And let's actually click on this because Max did make a bunch of predictions for the year 2026. And here's just some other stuff he wrote which was featured in one of these articles. I'll read this for you. I first called for 10,000 to move to El Salvador. That was two years ago. I meet them bitcoiners and soon to be bitcoiners every day who thank me for inspiring them to move here. And the numbers are going exponential. Expect a hundred thousand in 2026. The economic data doesn't lie. Join the miracle. And that was off the back of this other tweet he wrote where he put on recruiting 10,000 to move to El Salvador to escape the insanity of America, Canada, the uk And I'm sorry, I don't know what this flag is right there, but another country with probably some bad policy. You can see Max and Stacy doing big things alongside Bukele, Max's business partner, obviously because it's the bean of fire coffee which is igniting the cocoa. Max, if you haven't figured that out, be sure to follow Coco Max country. But there you go, yo, you know, money existed before the state. Bitcoin separates money from the state. Bitcoin kills the state. Tis what it is. You know, that's why so many maxis have been skeptical about the U. S. Government fully embracing bitcoin because it's almost like them embracing their own demise. But that's why there's so many politics and things behind closed doors. You know, the bankers don't truly like bitcoin. You know, they're buying it but they're fighting it at the same time. JP Morgan Chase, Jamie Dimon, perfect example of that. You know, they want to be able to like make sure crypto offers no yields. So don't undermine the US dollar and the banking cartels and put them out of business. So you've probably seen that them going after bitcoin yield companies over the years, especially when there was the war on crypto, so prolific with the Biden administration. Granted we now have a pro crypto administration. There's still a lot of the politics behind closed doors with the anti crypto folks making it difficult. You could bet your bottom dollar on that. But anyways, one more feature story, the latest from the high priest Max Kaiser. And then I'll stick around. We'll do a full one hour uncensored, you know, q A as we always do. All right, so here we go. If you're ready with the mild spaghetti and a meatloaf. All right, fam, now for our feature story of the day. Bitcoin, $2.2 million in play with a global bond apocalypse. Incoming, warns the high priest Max Kaiser. And we'll start with a couple of these tweets. This one tweet, someone wrote this. This is not Max, but Max responded to this. So I'm going to first read you this post from site bringer and then Max's response and then we'll dive deeper into the story. This is a major inflection point and most people have no idea what it means. Here's the truth. Japan's debt to GDP is over 260%. But the market tolerated it because of one illusion. It's all domestically owned, so it's safe. That illusion just cracked because their own prime minister admitted systemic insolvency. Now combine that with the rising JGB yields. 40 year at 3 1/2 percent. A collapsing yen bank of Japan losing control of the bond market. A flood of the Japanese capital fleeing into the US assets especially bitcoin and tech structural demographic collapse. This isn't a Japan story. It's the beginning of a global sovereign unwind. Japan is the canary and the bond coal mine. Bitcoin is the exit not just from inflation, from broken governments and dying debt systems were ahead of it. The world isn't ready. In which Max responded this slow motion train wreck, the pin popping the global Ponzi scheme has taken 20 years to finally burst. The yen carry trade look it up. Has provided liquidity to keep 2, quadrillion worth of derivatives afloat and it is now unwinding. Is this the finale of the Fourth Turning a global bond apocalypse ushering in depression 2.0 the ultimate safe haven. Bitcoin 2.2 million in play. Send it. And then as of today he's reminding us with the same chart Max rope bond apocalypse now off the back of this post from Zero Hedge which shows you the chart. Japan's 40 year yield up another 13bps. This is a full blown bond meltdown in which Max Kaiser coin the bond apocalypse. So let's go a little deeper into the story here and break it down. So yeah, Max advisor to President Buchelle has taken to his account and asked the publish both a major warning and bitcoin prediction. Of course. 2.2 million in play as depression 2.0 nears. Kaiser retweeted the X post from the prophet who speaks of the Japanese financial situation being worse than that of Greece. He mentions the debt to GDP in Japan being more than 260% with the rising JGB yields, the collapsing yen which is their currency, the bank of Japan losing control of the bond market and the Japanese capital fleeing into the U S assets. Bitcoin in particular. He calls it a major inflection point not only for Japan but for the entire world as the entire world is watching and is going to be affected. Kaiser commented on this calling the situation in Japan a slow motion train wreck that is about to finally bust. He also mentions the yen carry trade with its flow of capital from Japan into the U S bond market. He stated that this strategy has provided liquidity to keep 2, quadrillion worth the derivatives of float and it is now collapsing. He also predicts that the global crash of the bond market the bond apocalypse which he refers to is ushering in depression 2.0 as El Salvador is ushering in Renaissance 2.0. Choose wisely fam Max believes the bitcoin being the ultimate safe haven and bound to reach 2.2 million as the global economic conditions continue to worsen. Now over the weekend we had Rich dad Kaki this is actually a little dated who famously authored Rich dad, Poor dad stated bitcoin going as high as $250,000. But also do note you know he's updated some of his position. In fact he actually sold some of his bitcoin stash to create some cash flow so he can buy back more bitcoin as per his tweets towards the end of the year. Also we have Arthur Hayes just Blaze still very bullish predicting super cycle 1 million in play for this year. Samson Ma we covered yesterday his updated prediction and timeline of when bitcoin to hit a million But I can see 2.2 million happening with hyper bitcoinization. Will it happen this cycle? Will it be the next cycle? What are your thoughts? Holler at your boy and welcome everyone to the Q and A segment of the live stream. This is a new track number eight off the Robbie P Dread Pirate Robbie album. It's called Flipponomics so far it's my favorite one I haven't listened to all the songs yet I think I've listen to five or six and this one's my fave and fact said it's his face too so here you go Flippinomics.
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The following message is not to be taken lightly by new traders this is not financial advice Stacking a hold of the bitcoin stacked a whole lot more satoshi gamble it all on a crypto dj web 3 meme coin tokens spending a whole lot of Ethan designer altruistic that's my motive Wall street cheat sheet no emotions we call this thing Clifonomics I hate the huddle Elliot waves what the maxi squabble you to bend these honey pots so we arbitrage it with our AI models what it's like to get ahead of college flip a grand into a million profit what it's like to go fire your boss then hire him and put him in office them up I'm so DJ and I'll just tug her up dissatisfied with these liquidations like they wasted money on some rubbing tugs fundamentals be not adding up we mark and making almost every day for margin callers like being on drugs leverage it push it all the way cup and handle higher highs it's oversold on the RSI golden crossing that's a ride what your rise economics dropping lower highs so for BO on The RSI we going to short it that's a right double topping Flippinomics. We slipped up here trade went backwards Chase some candles, chase some dragons Not a trace the substance but retracements happen not if we trade this pack Shut up I be the one to be flipping the bags Put the whole team on getting ridiculous stacks got us to England and back plug me in Stacking a whole lot of bitcoin Stacked a whole lot more Satoshi gambling a on a crypto DJ with three meme coin tokens Spending a whole lot of ease on designer altruistic that's my motive Wall street cheat sheet no emotions we call this thing Clifonomics bought it for two, sold it for 65 that's 3100% about to get an airdrop tonight A whole year worth of rent online you'll see me invest if anyone knows how to dump this shitcoin token I'll cut you in on 50% make sure you DM me privately Warren Buffet thinks he's so smart value investing how can I be so wealthy with his portfolio? This ain't money Money ain't use my logic 1000% leave my profit 10,000% how I pocket a 20x's of profit and then some and retire with the anthems I have financially set up my great great great great great grandson cup and handle higher highs it's over Sold on the RSI golden crossing that's all right what Rise Economics Volume dropping lower highs so for board on the RSI we going to short it that's a ride Double topping with the nomics.
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Flipponomics Robbie P Dread Pirate Robbie Cop the new album available right now on the Rumble. And don't forget to check out bitcoinnewsalerts.net for the full premium experience with video and to participate in the live stream along with the Q A. And forward to seeing you on tomorrow's episode Hoddle.