2239: Bitcoin 10X Case Emerges — $17 Trillion Market Cap by 2035

Summary

Bitcoin News Alerts | Episode 2239

Title: Bitcoin 10X Case Emerges — $17 Trillion Market Cap by 2035
Date: February 1, 2026
Host: JV (with Nipinator)

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Overview

This high-energy episode of Bitcoin News Alerts tackles the continued correction in the Bitcoin and broader crypto markets, delivers deep market analysis, and explores headline stories ranging from Sam Bankman-Fried's political maneuverings, controversy around Trump-linked crypto startups, the latest on MicroStrategy’s Bitcoin strategy, the intersection of Bitcoin and the oncoming AI economy, and a bold 2035 price prediction. Anchored in Bitcoin-only enthusiasm and with a raw, direct tone, JV and Nipinator offer both rapid-fire news and big-picture perspectives for BTC maximalists.

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1. Market Recap & Sentiment

[00:24]–[05:05]

• Bitcoin Correction Continues:
  • BTC sits at ~$77,100, with a turbulent weekend leaving the overall market “wrecked.”
  • Crypto market cap down 5% on the day to $2.65T; BTC’s share at $1.5T (lowest in a long time).
  • Gold’s market cap highlighted as a benchmark, recently surpassing $40T, revealing perceived BTC upside.
  • Extreme fear persists, Crypto Fear & Greed Index at 14 (“All the way down to 77100 at the time of the live...market has officially been wrecked.” — JV, 01:20).
• Sats per Dollar Perspective:
  • More BTC purchasable with each dollar than days prior (“You get almost 1300 sats per dollar.” — Nipinator, 03:00).
• Technical Analysis:
  • Multiple red candles across timeframes; sideways trading, “bloodbath” invoked several times.
  • Ominous trend identified: each stabilizing plateau seems to be followed by further drops (“Bitcoin keeps falling off a cliff. We stabilize, fall again...drop, drop, drop like Kendrick Lamar.” — JV, 03:57).
• Four-Year Cycle & Technical Patterns:
  • Major downside targets: $74,474 and $49,180.
  • Macro-analysts like CryptoQuant and PlanB referenced. Risks of extended bear market phases discussed:
    • “Historically, when breaks and sustains below the cost basis, market behavior transitions from normal correction into structural bearish regimes...” — JV quoting CryptoQuant, [07:13]

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2. Sam Bankman-Fried’s Political Gambit & FTX Fallout

[09:43]–[15:29]

• SBG’s (Sam Bankman-Fried) Shift:
  • Post-Caroline Ellison’s early release, SBF pivots public support from Biden/Dems to Trump, widely viewed as an attempt to angle for a pardon (“Bankman Freed ramped up his social media praise for President Trump while taking aim at the former President Joe Biden...many see Bankman Freed as angling for a pardon. Common sense, right?” — JV, 09:43).
• Calls out Systemic Injustice:
  • JV details the disparity in sentencing between SBF and others like Ross Ulbricht, questioning whether SBF's political connections will reduce his punishment.
  • Listeners skeptical, with chat reactions like “SPF can rot, says cold therapy” (13:52).
• SEC Connections:
  • JV and Nipinator sharply criticize Gary Gensler, referencing his admitted private meetings with SBF.
• Pardon Odds:
  • Prediction markets (Polymarket) peg Trump-pardon probability at 17% for SBF before 2027.

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3. UAE-Trump-linked Crypto Startups

[15:30]–[20:12]

• Major Investment Unveiled:
  • UAE’s Aram Investment (backed by Sheikh Tahnoun bin Zayed Al Nahyan) buys 49% of Trump-linked World Liberty Financial for $500M, half paid upfront (“UAE back investment vehicle quietly agreed to buy nearly half of the world. Liberty Financial...for 500 million.” — JV, 15:30).
  • Eric Trump reportedly signed for the Trump family; deal had not been public before.
• AI, Politics, and Crypto Collide:
  • The deal entwined with UAE’s ambition for AI leadership and access to advanced US chips.
• Controversies:
  • Some proceeds of the token sales alleged to have gone to actors in North Korea, Iran, Russia.
  • Lawmakers voice conflict-of-interest concerns about Trump family benefitting directly during presidential tenure.

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4. MicroStrategy, Michael Saylor & BTC Treasury Plays

[20:12]–[24:34]

• Saylor’s Stack Underwater (Temporarily):
  • MicroStrategy’s average BTC buy price: $76K; with price at that level, technically at a loss.
  • However, significant buffer remains: solvency risk only below $25K.
  • Company holds 712,647 BTC; unencumbered by collateral.
  • “No balance sheet stress, no forced selling risk. So stop the fud.” — JV, 22:55
• Debt & Financial Engineering:
  • $8.2B in convertible notes; earliest maturity in 2027; various ways for flexibility (extending, converting to shares, etc.).
• Host’s Call:
  • JV urges Saylor to keep stacking, ideally via spot, to positively move price and counter FUD-driven selloffs.

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5. Bitcoin & The AI-Energy Economy

[24:35]–[29:59]

• BTC as Money of the AI Era:
  • CryptoQuant CEO thesis: Bitcoin is “the money of the AI-powered economy...a digital instrument that can price energy with precision” (25:01).
  • Mining’s old energy-waste critique is being replaced by economic and operational pragmatism; AI buildout is exploiting Bitcoin mining’s existing infrastructure for energy and data-center needs.
• Institutional Flows:
  • Abu Dhabi and Oman’s sovereign funds allocating hundreds of millions to Bitcoin infrastructure and ETFs.
  • Example: Abu Dhabi’s $437M in BlackRock’s ETF (26:05), and Crusoe Energy’s pivot from mining to AI after divesting its mining division.
• Grid Stabilization:
  • Bitcoin miners, such as Riot, are flexible energy buyers—paid millions to power down in grid emergencies, aiding grid stability.

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6. AI Singularity & Societal Speculation

[29:59]–[30:59]

• JV and Nipinator riff on AI’s long-term implications:
  • From AI-bot only forums surpassing a million users (“AI is ultimately a superintelligence...is it going to take over?” — JV, 29:59) to dystopian musings about human replacement and the “Mark of the Beast.”

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7. The Bitcoin 10x Case: $17 Trillion Cap by 2035

[30:59]–[35:43]

• Exponential Potential:
  • A 10x from here implies $880,000 per BTC, with a $17T market cap by 2035 if BTC simply matches half of gold’s total value (now $35T–$40T).
  • Remark on price history: “In the last 10 years, the price jumped nearly 22,000%.”
  • Growth slows as asset matures, but institutions, everyday users, and even nation states are scaling in.
• Why Bitcoin > Gold:
  • Portability, verifiability, divisibility (“limited to grams for gold...one bitcoin divided by 100 million satoshis”), scarcity (21 million hard cap), and seizure resistance.
  • “Gold is the poor man’s BTC.” — JV, 32:51
  • “Every metric you can measure...digital is superior.” — JV, 34:52
• Who’s Betting Big:
  • ARK Invest, Cathie Wood, ETFs, institutional demand.
  • Host’s personal prediction outpaces even the 10x scenario: “Realistically, I think we’ll hit a million dollars by the top of the decade (2030), prove me wrong.” — JV, 35:11

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8. Memorable Quotes & Moments

• “Bitcoin keeps falling off a cliff. We stabilize, fall again...drop, drop, drop like Kendrick Lamar.” — JV [03:57]
• “SBF can rot.” — podcast chat, read aloud by Nipinator [13:52]
• “No balance sheet stress, no forced selling risk. So stop the fud.” — JV [22:55]
• “Energy is money. Bitcoin precisely measures the value of the energy. Bitcoin is the money of the AI accelerated energy economy.” — CryptoQuant CEO, paraphrased by JV [25:01]
• “Gold is the poor man’s BTC.” — JV [32:51]
• “Realistically, I think we’ll hit a million dollars by the top of the decade. 2030. Prove me wrong.” — JV [35:11]

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9. Chapter Timestamps

• Market Recap & Sentiment: [00:24] – [05:05]
• Sam Bankman-Fried & FTX Fallout: [09:43] – [15:29]
• Trump-UAE Crypto Story: [15:30] – [20:12]
• MicroStrategy/Saylor Deep Dive: [20:12] – [24:34]
• Bitcoin & The AI-Energy Economy: [24:35] – [29:59]
• AI Singularity Riff: [29:59] – [30:59]
• Bitcoin 10x Case & Gold Comparison: [30:59] – [35:43]

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10. Tone & Closing

Maintaining the podcast’s signature, unapologetic maximalist and slightly conspiratorial flavor, JV and Nipinator blend analysis, humor, and audience interaction. The main themes: Bitcoin’s resilience, mass adoption potential, and invincibility as a store of value—even when facing market “bloodbaths”—set a bullish, combative tone, while also inviting skepticism and debate from listeners. The narrative is laced with pop culture references, light-hearted jabs at rivals, and a persistent call to “stack sats, stay sovereign.”

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For more, catch live streams and join the conversation at bitcoinnewsalerts.net.

Transcript

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[JV]

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[JV]

Welcome Bitty Fam to the number one Bitcoin pod.

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Bitcoin's correction continues in today's show we'll.

[JV]

Be discussing how low she's likely to go as well as the monthly close for January. Now that January is behind us, we'll also be discussing Sam Bankman Freed ramps up his Trump Support following Caroline Ellison's release as well as UAE firm bought 49 of Trump link crypto startup for 500 million according to the Wall Street Journal. Also sailors Bitcoin stack officially underwater, but here's why he likely won't reach for the panic button. We'll also be discussing Bitcoin is the money of the AI powered economy according to the crypto quant CEO. Also Bitcoin price prediction set for 10x by 2035 if it can grab only half of gold's market cap. We'll also be taking a look at the overall crypto market.

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All this plus so much more right.

[JV]

Here Sat Stacking Sunday. Today is POT episode 2239. I'm your host JV alongside Fed Chair my co host Nipinator. The correction continues. We're all the way down to 77100 at the time of the live. It's been one hell of a corrective weekend to say the least and now January monthly close is finito and behind us. So let's kick it off with our market watch as we do each and every day. Pulling up coin 36 60. You can see Bitcoin and ether still correcting in the red. Some alts are starting to gain some green momentum but overall the market has officially been wrecked this weekend. Checking out coinmark cap.com look at that total crypto market cap down another 5% on the day. All the way down to 2.65 trillion. Bitcoin market cap the lowest we have seen it in a long time. Just one and a half trillion dollars. That's just mindboggling to me. Gold more recently surpassed 40 trillion in market cap. It just goes to show you the potential of the BTC checking out top 100 crypto gainers past 24 hours. Only a handful of projects actually even in the green as the bulk of the market is correcting. And in the red, checking out crypto greed and fear index. Today's 14 extreme fear, yesterday 20, last week of 25 and last month a 28. Today's block height number 934. 634. And you could exchange one fiat monopoly dollar for 1297 sats.

[Nipinator]

What's wild is a few days back.

[JV]

It was 11, 11 sats per dollar. Now you get almost 1300 sats per dollar.

[Nipinator]

So you know precisely what to do. You pick up the sats, put down the gaps, pick up some bitcoin caps.

[JV]

SAT stacking Sunday just like a SAT stack and Saturday stacking a sas passing and packing them gats.

[Nipinator]

You know how we do.

[JV]

But yeah. Let's pull up some of these live charts via trading view. Let's see what's really going on. This is the one hour and then we'll work our way back. You can see the moving averages were significantly below right now. Big old red candles this morning. Continuing to trade sideways. Correction continues. It's been a bloodbath of a week, a blood bath of a weekend rec city across the board. But we're currently maintaining just above 77,200 at the time of the live. Checking out the four hour doesn't get any better. It actually looks horrific as well. It's like bitcoin keeps falling off a cliff. We stabilize, fall again. Stabilize, drop, drop, drop like Kendrick Lamar. W w w w w J them up. And here we are.

[Nipinator]

Correction continues. Will the blood stop?

[JV]

Will the bleeding stop for the new week or shall we continue to drop lower?

[Nipinator]

Let me know.

[JV]

Here's The Daily Again.

[Nipinator]

1, 2, 3.

[JV]

Four consecutive red candles has been a bloodbath since thirsty Throwback Thursday Wild. I still need to talk to Samson. Checking out the weekly. Check her out.

[Nipinator]

Bloodbath of a week.

[JV]

We do get a weekly close here soon and it's a hell of a red candle. Unfortunately last week was a blood candle. This week's even worse.

[Nipinator]

Started from the bottom, bought it from the bottom. Now we hear checking out the monthly. They get any better? Looks a little better because the more you zoom out, you know the, the bigger picture you can see we've been on a like 18 year bull run but however, four consecutive red candles and now we're printing the fifth here now that we're in February. But as you know, February may be the shortest month of the year. But it's the greatest, lots of potential and I'm biased. Absolutely. My birthday years in February but with.

[JV]

That being shared let's now do a little ta bitcoin price forecast tap sub 50,000 levels of the bitcoin copies the old bear markets. Is the four year cycle still intact or is this an extended cycle? Let me know Brosis Check it. Analysts wrote here 744 to 49180 are the two major downside liquidity targets for this bare market trader to the crypto bullet drew particular attention to the loss of the 21 week exponential moving average. An event that preceded the previous bare markets is outlined right here. It shows you the cycle top of each cycle as you know every cycle four years Tik tok next block following up on the latest bull market EMA crossover we also have Rat Capital agreed the history was on the side of an additional downside continuation. Quoting them here alongside the chart so far history is repeating downside occurring after the bull market ema crossover. Bitcoin dropped 17% from 90 to 78 since the crossover 20 took place. That's right breaking ankles like the answer.

[Nipinator]

Allen Iverson you already know.

[JV]

Shout out AI and I ain't talking artificial intelligence. The crossover involves a 21 week 50 week EMAs last triggered back April 2022. Hopes of the short term rebound hung on the newly opened gaps of the CME groups Bitcoin futures market and we do get the futures opening up here soon here often acting as a low time frame price magnet. The nearest gap is now awaiting near 84. Trader Killa thus predicted that 84 would be filled over the next few weeks. Now bitcoin risk new extended bearish phase Zooming out the latest onchain data research remain firmly risk on on the longer time frames Crypto quant spotted the spot price trading below the realized price. The investors holding between 12 and 18 months was the writing on the wall. Realized price refers to the aggregate cost basis which their bitcoin last move. Quoting them here. Historically when breaks and sustains below the cost basis, market behavior transitions from normal correction into structural bearish regimes, not short term pullbacks. Realized price itself the research noted was stable, something reinforcing its role as overhead resistance. So when the spot price remains being a flat or rising realized cost, the rallies tend to fail as seeking supply break even exists or exits. I should say from the cycle perspective the combination made my funds bleed. The price below the realized cost, the negative unrealized profitability, the slow and balance growth historically aligned with the extended bearish phases. And here's the latest from Plan B creator of the bitcoin stock to flow model. Now we got the January monthly close. Here's what he wrote. Bitcoin closed January at 78-635- that's 38% from the all time high 200 week moving at. And by the way the all time high is126.3 achieved October 6th. That's the current firment.

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[JV]

Get [e-mail] 200 week moving average of 58 realized price 55 decreasing RSI relative strength index drop below a 50 blue official bear territory story. Historically, Bitcoin could drop to the 200 week moving average or the RP levels. However, the bull has been weak.

[Nipinator]

No red so Bear might be shallow.

[JV]

And there you have it.

[Nipinator]

Yo, let me know your thoughts. How low will she go?

[JV]

Holla at your boy. Here's another headline which caught my eye, Sam. Bankman Freed Ramps up Trump Support following Ellison's release. I'm sure you got the word we've covered on the pod. Caroline Ellison, Ms. Grippy from Mississippi was recently released and Bankman Freed is now just kissing up to Trump. He's obviously banking on a pardon. Hopefully Trump does the right thing, doesn't do. But here we go. Disgraced. You say that again. FTX founder Bankman Freed ramped up his social media praise for President Trump while taking aim at the former President Joe Biden. Now this is a little, you know, switcheroo because he used to praise the Dems and all that. Now he's like throwing Biden under the bus and praising Trump. Just days after Caroline Ellison, former CEO, Alameda Research was released from federal custody, Bankman Freed's February 2025 interview with the New York sun and March appearance with political commentator Tucker Carlson. Many see Bankman Freed as angling for a pardon. Common sense, right? Real Donald Trump is right on crypto, Bankman Freed said.

[Nipinator]

This is a new post. How the is even posting from prison? Is that like a new thing?

[JV]

You get a phone in there? Just days after Ellison walked free after serving 440 days prison for her role.

[Nipinator]

In the 2022 collapse of FTX.

[JV]

She's lucky. I mean, the Samurai developer is pretty much life sentence in prison. And he didn't, you know, deceive people out of billions of dollars as Caroline Ellison and Bankman Freed did. But it's all about who you know, right? But Bankman Freed also praised Trump on issues beyond crypto, including recent arrest of Maduro calling to move smart, gutsy and pro democracy. Kissing his ass at the same time, Bankman Free took aim of the previous admin, which he once backed with millions in political donations. And here's an actual tweet from Bankman Freed reposting Trumpster. He wrote, real Donald Trump is right on crypto. Again, just kissing Trump's ass. Because he's basically saying, pardon me, pardon me. All the world leaders I met were fed up with Biden. He said, then why were you supporting him, Bankman? Bankman argued that he didn't have to, as there's plenty in the party had reasonable thoughts. But he chose Gensler for the SEC chair. Well, we all know Gensler and Bankman Freed were colluding private conversations. Gensler even admitted it in front of Congress. He's like, yeah, we met behind closed doors at least three times, which leads me to believe 19 times. Just, you gotta calculate, connect the dots, right. Gensler adopted a regulation before enforcement approach, all by design. You know, he was taking orders from the Epstein, I'm sure you guys seen in the recent release. But Gensler's successor, Paul Atkins, who was sworn in by Trump April 2025, is widely viewed in the crypto industry as far more crypto friendly. Following the Collapse of the FTX. November 2022, US authorities extradited Bankman freed from the Bahamas. You know, they interrupted his orgies with Caroline. You know, what a disgrace. Including money laundering and fraud.

[Nipinator]

No more orgies, no more grippy from Mississippi for Sammy Sam.

[JV]

A jury convicted the former CEO on seven felony counts. November 2023. The judge sentenced him to 25 years in prison. Not too shabby considering the extent of the fraud and considering that Ross Albr got two life sentences for founding the Silk Road.

[Nipinator]

He didn't deceive people out of billions of dollars like the Bankman.

[JV]

Frayed, you know, just saying. November 2025 Bankman appealed his conviction and sentence awaiting results of the U.S. court of Appeals for the Second Circuit. And you know, his parents were very well connected to the Democratic Party O. So I would not be surprised if he did manage to get some pardon. But I'm praying that he done. Traders, a crypto prediction platforms poly Market currently assigned a 17 chance that Trump.

[Nipinator]

Will pardon Bankman freed before 2027. So yeah, let me know if you.

[JV]

Think he'll serve the 25 year sentence.

[Nipinator]

Likely get pardon, holler, let me know.

[JV]

Read your comments out loud.

[Nipinator]

SPF can rot, says cold therapy.

[JV]

I never met someone who said free Sam before. You know, maybe his parents.

[Nipinator]

Sam needs to stay in jail.

[JV]

Criminals, drug traffickers. Anti money laundering, tax avoidance.

[Nipinator]

Exactly.

[JV]

Bernie Madoff.

[Nipinator]

Yeah, this is mini ma.

[JV]

Off. Made off with $8 billion of your bitty while he was fudding bitcoin, dumping it and then pumping salana. The nerve of this man. You know, I think Trump is smarter than to than that SPF Bankman. So far Trump did pardon Ross Albret because we demanded it.

[Nipinator]

He did that to show good faith.

[JV]

To the bitcoin community and we got what we wanted. That's one of the first things he did when he became president and he said he would and he stuck to his word. So I got to respect that, you know. But will he pardon Sam? I believe we would all praise that he done but you just never know. You know, it's all about who you know.

[Nipinator]

And apparently the parents are very well connected. Gensler and you know, you know how it is the inner workings of the Illuminati.

[JV]

But yeah, again, never met anyone who likes Sam except. What's his name? Kevin o'. Leary. Kevin o'. Leary. Even after the fraud. Sam's a great guy. Would you start another business venture with him? Absolutely. I think he means well. So go yourself, Mr. O. Obviously you're delirious. Mr. Wonderful. And you're not so wonderful. I'm just saying.

[Nipinator]

Eight billion.

[JV]

It's not safe for the SPF to come out the money he took from the poor people. Ross is a free man. Free Ross. Exactly. Next story. UAE firm bought 49 of the Trump Link crypto startup for a half Billy. This is according to the Wall Street Journal. That's right. UAE back investment vehicle quietly agreed to buy nearly half of the world. Liberty Financial. The Crypto startup linked to President Trump days before he returned to the White House, according to this recent report. Let's break her down. Aram Investment Abu Dhabi entity backed by Sheikh Tanun bin Zayd al Nayan signed a deal 1-20-25 purchasing a 49% stake of the world Liberty Financial for 500 million. This is according to the Wall Street Journal, citing documents people familiar with the matter. Half the amount was paid up front, sending 187 million to the Trump family controlled entities, with additional tens of millions flowing to entities tied to the co founders, including relatives of US Middle east envoy Steve Witkoff, per the report. The agreement was reportedly signed by Mr. Eric Trump, the Journal reported. The deal had not been publicly disclosed.

[Nipinator]

That's why you're finding out about it right now here on Crypt or Bitcoin News alerts.

[JV]

Despite World Liberty later revealing the Trump.

[Nipinator]

Family stake had fallen sharply to Noon's ambitions grow after the Trump election.

[JV]

This is the brother of the UAE president and the country's national security adviser. He's been central to Abu Dhabi's push.

[Nipinator]

To become a global leader in AI.

[JV]

Under the Biden Admin.

[Nipinator]

His efforts to secure the advanced US made AI chips were limited amid concerns that sensitive tech could reach China, particularly.

[JV]

Through companies such as the G42 and.

[Nipinator]

Following the Trump election.

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[Nipinator]

Those efforts gained momentum.

[JV]

Tanoon met multiple times with the Trump.

[Nipinator]

And senior US officials. Within months the admin committed and granting the UAE access to hundreds of thousands of advanced AI chips annually. Hence I want to talk to Samson and it's all broken down right here. The anatomy of the deal to noon. Big Zade UAE royal tasks with securing the chips and then it breaks it down. MGX used World Liberty stablecoin to invest 2 billion in finance, the world's largest crypto exchange. Then you can see it flowing from here.

[JV]

Arium investment agreeing to invest 500 million for the 49 stake which leads into the world Liberty financial make the first payment 50% up front. 250 million goes to the Trump family entities and baron Trump is laughing all the way to the bank. The journal reported the Execs from the G42 helped manage this investment one taking the board seats at Liberty Financials part of the deal which I just broke down in the chart. World Liberty in the White House reportedly denied any wrongdoing. They say Trump was not involved in the deal and it did not provide any influence over the U S policy. And last year, as you know, Democratic senators called on U S authorities for an investigation alleging links between World Liberty financial token sales and sanctioned foreign actors. Then November the letter to The Justice Department, Ms. Elizabeth Warren and Jack Reed cited claims WLFI governance tokens were bought by blockchain addresses tied to North Korea's Lazarus group as well as Russian and Iranian linked entities. The controversy is heightened by WLFI owner structure which gives Trump family link entities control the majority of the token revenue. Lawmakers argue this creates a direct conflict of interest as most proceeds from the token sales flow to the presidential family.

[Nipinator]

And if you don't know now you.

[JV]

Know next storyo Here we go. Michael Sailor's bitcoin stack officially underwater but here's why he likely won't reach for the panic button. And the bitcoin therapist did a post on this as in gro Tell me.

[Nipinator]

How low the price of the biddy.

[JV]

Can go before there's any concerns about.

[Nipinator]

The solvency or the balance sheet health of strategy. Give me the lowest possible price the bitcoin can trade at before this is a concern. And here's what the grock had to say Based on the micro strategies recent data 712,647 bitcoin at 76,000 average costs that's 21 billion liabilities 3 billion non bitcoin assets, that's cash solvency concerns could emerge below 25000 BTC where the asset value matches the liabilities. Analysts estimate a range from 13 to 23 GS depending upon the debt assumptions and the market conditions. Because as you know a lot of people are fudding Sailor and strategies saying now that his investment is underwater because his average price is 76 and that's where we're at right now that he's going to start liquidating bitcoin. But According to the AI here there's no worry unless Bitcoin crashed sub 25 000. So who do you believe? Who do you trust? What would Tony Montana say? I trust me Chico. But anyways bitcoin dip we did hit 75 000. We bottomed out just below the average sailor by price. That may sound the alarm at first glance and it technically puts sailors firm underwater on the holding. But it doesn't fundamentally change the company's financial position. There is no balance sheet stress, no forced selling risk. So stop the fud. What it does is slow down is future bitcoin buying. They currently hold 712647 BTC, all of it unencumbered, meaning none of the holdings are pledged as collateral. There is no risk of for selling just because the price falls below the cost of buying. Some might question what happens to the 8.2 billion of convertible debt on the book. And when the bitcoin price falls below the threshold. The debt load might sound massive, but it also offers plenty of flexibility. Strategy can extend maturities, roll over the debt, convert the debt to shares. It's called Bitcoin alchemy. That's why it's the Bitcoin alchemist. Note that the first convertible note put the date isn't until the third quarter of 2027. There's also other ways to manage the obligations. For example, other bitcoin treasury firms like Strive have recently used tools like perpetual prefer shares to retire its convertible debt. Strategy also has similar options if needed. Strategy sitting on two and a quarter billion in cash reserves on the balance sheet reserved for the payment of the dividends. Where the pressure shows up is in the fundraising. Historically strategy has mostly funded as bitcoin buys by selling new shares through at the market offerings. What that means is the company that wants to raise capital is issuing share instructing brokers to sell them at the current market price rather than selling a large chunk of the new stock at a discount. What this does is that the shares are sold into the open market minimizing.

[JV]

The impact on the market price. Now here's my recommendation Mr.

[Nipinator]

Sailor.

[JV]

If you're watching this right now, Bitcoin newsletters podcast with JB and Niponator the greatest number one Bitcoin podcast. Start buying. Spot your over the counter buys that do not impact, you know, the market price whatsoever.

[Nipinator]

Continue to buy.

[JV]

He did post a Sailor tracker today, which means tomorrow will be another announcement of acquiring bitcoin. Especially at a price like this, which I'm sure he's all about. It just lowers his overall cost basis. You know dollar cost average. But let's start buying on the spot market. Let's have your buys actually impact the price. We can use it right about now. Especially with all the FUDsters doing everything in their power to ultimately crash the markets and suppress the bitcoin price and sabotage our bull market like we have seen so many times in the fourth quarter 2025. How many times did Bitcoin break out.

[Nipinator]

Above 90 only to insta correct due.

[JV]

To the fudsters the coordinated sell offs. So we need you sailor.

[Nipinator]

If you're on Team btc, just buy.

[JV]

Spot price yo OTC and let's do the damn thing shall we?

[Nipinator]

Here we go.

[JV]

Next story of the day baby baby if you're ready with a mile spaghetti and a meatloaf. Next story. Bitcoin is the money of the AI powered economy according to the crypto quant CEO. That's right, he says Bitcoin equals energy. He shared this thesis arguing that the proof of work is becoming the settlement layer for the AI driven economy where power, not narratives is the binding constraint. He also framed Bitcoin as a digital instrument that can price energy with precision in a way commodities just can't do. Quoting them here Energy is money. Bitcoin precisely measures the value of the energy. Bitcoin is the money of the AI accelerated energy economy. These comments were posted alongside a another post by Simon Kim, CEO of Hashed, saying Monetizing Energy Redefining the Bitcoin role the AI era, which argues that the old energy waste critique is being overTaken by an AI data center build out that's rewriting the value of the mining infrastructure. The core claim is that the debate has peter shifted from morality to the great economics and industrial pragmatism. The oldest criticism of Bitcoin has always.

[Nipinator]

Been about the energy.

[JV]

He wrote claims that it wastes electricity. We all know that's fud and Elon was spreading that fud so him destroys the environment, competes with data centers for power and has been repeated for over a decade, solidifying into conventional Wisdom and in 2026 the debate no longer resides in the realm of moral condemnation.

[Nipinator]

The thread points to the capital flows as well.

[JV]

They highlighted the Abu Dhabi sovereign wealth fund of 437 million allocation to the Black Rock Bitcoin ETF in the fourth quarter of 2020.

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[JV]

Prices vary based on how you buy.

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[JV]

Partnership with the Omen Sovereign Wealth Fund Back to the Crusoe Energy the launch of the Middle east first flare gas mining operation. Then in October 2025 they also appointed the series E100 or sorry, 1.3 billion check, pushing the company valuation above 10 billion. At which point Crusoe said it would divest its bitcoin mining division and focus fully on the AI infrastructure. This thesis is that the miners have already done the hard unglamorous work AI now needs securing the power, mastering the high density thermal management, building operational muscle, flexible loads. He also leaned on Elon's quote from November 2025 pod, where he said energy is true currency. This is why I say bitcoin based on energy. You can't just pass a law and suddenly have a lot of energy now. A reoccurring theme is that electricity constraints make flexibility economically valuable. He cited early examples like the Sichuan hydropower curtailment exceeding the 20 billion kilowatts by 2020, arguing the miners became a buyer last resort for the energy that couldn't be stored or sold. Globally, he claimed curtailed renewable energy exceeds 200 terawatts. I don't know if that means per hour, but Twitter annually represent more than 20 billion in economic losses, positioning the biddy mining as an instant monetization path for the surplus generation sensation. And in Texas he pointed to ERCOT's classification of mining as collateral load resource, citing riot blockchain cutting the power usage by 99 during the 2022 winter storm, receiving 31 million in power credits during the August 2023 heat wave More than it would have earned mining that month. The framing is less miners versus data centers and More premium uptime workloads versus an interruptible, interruptible demand to stabilize the grid. And I'll leave you that now. Also an interesting topic, a conversation is I saw there was a forum like a Reddit, but it was created by the AI and the AI bots. And at first it had like 50000 AI bots all interacting with one another, no humans. And then it surpassed a million. I forget the name of that, but I saw Max doing a bunch of reposts on this because the AI is ultimately a super intelligence and it got a mind of its own. Is it going to take over? You know, it's like what was the movie Terminator? T2 Judgment Day coming to a theater near you?

[Nipinator]

Crazy.

[JV]

But it's very fascinating. AI had obviously is conscious. Will it take over the humans?

[Nipinator]

Is that the end game?

[JV]

I think so. It's been prophesized. I think they want to replace the humans with the bots, the new slave race. You know, human beings as we know it won't even be a thing. That's why they were pushing the COVID jab. Switch up your DNA so you're no longer human. Mark of the beast, literally. Mark Zuckerberg is the beast. All right, fam. Now for our future story of the day. Bitcoin price prediction set to 10x by 2035. That's if Bitcoin grabs half of the gold market cap and as you know, go has been making a run. It hit 5,700 before the correction and it surpassed 40 trillion market cap. Bitcoin market cap right now is like 1.5 trillion. Gives us a lot of potential. Let's break this mofo down, shall we? Bitcoin's come a long way.

[Nipinator]

Say that again.

[JV]

From a niche idea to a trillion dollar asset. It has shown massive growth and in the last 10 years, the price jumped nearly 22,000%. And then the question, is there more room to grow?

[Nipinator]

Absolutely freaking lutely. The stunning past growth of the btc. Think back a decade.

[JV]

Bitcoin was worth just a few hundred bucks.

[Nipinator]

Today it's now 1.5 trillion.

[JV]

That's huge. Or as Trump would say, that's huge. Investors who got in early saw the life changing gains.

[Nipinator]

Annual returns average over 70%. Take that. But the growth slows that the asset gets bigger. 22,000% rise is hard to repeat. Still a 10x jump from here. Absolutely doable, absolutely viable. That would take the bitcoin market cap.

[JV]

To roughly 17 trillion by 2035. That can send the Bitcoin price of soaring to 880 GS per coin. Stack the BTC's and stack your satoshis. Sounds bold but here's why it's realistic. Gold has been the store of value for thousands of years. People turn to it in the tough times like wars of economic issues non trust of the government dollar debasement right now all gold above grounds worth 35 trillion. Bitcoin is often called the digital gold. It shares gold's role as a hedge against the money printing and uncertainty. The gold price double the last two years. Bitcoin need to catch up. My prediction Bitcoin reaches just half of the gold market value. That 17 and a half trillion. That's a clean 10x from today. Matching the 10x at a 10 year dream gold market cap 35 trill Bitcoin today 1.7 target 17 trill. That's just with the 50 of the goal price per biddy 880000 and what if the Bitcoin were to surpass the 40 trillion gold market cap? Can we double it up to double our stack? 2.2 why not Millie, as per the high priest what needs to happen for this to come to fruition? The key condition?

[Nipinator]

Simple.

[JV]

Most people see Bitcoin as a top store value Includes individuals everyday savers adding the bitcoin to the portfolio. Also the companies we got firms like Strategy now hold over 700000 of the BTC asset managers like black rock big funds allocating at least 1 to 5% into the crypto. Even bank of America recently came out suggesting a allocation like that. You know what I mean? Then we got the governments, the nation states, the buying the bitcoin reserves out bitcoin country Bukele, El Salvador. You know gold's recent surge shows it's still the king. But bitcoin edges could win over the world. There's only one king is the btc. Gold is the poor man's btc. You know here's why Bitcoin is superior to gold portability. Gold is hard to move. You can send millions with your phone with the biddy number two verif verify it. Need experts to check. I hear you got to actually melt down the gold to know 100 that it's not, you know tom foolery bitcoin. You know number one the transaction of the settlement number two blockchain proves it instantly.

[Nipinator]

And you can run your own node, you know.

[JV]

Verify the transaction yourself haters. Divisibility limited to the grams for the goal for Bitcoin one Bitcoin obviously divided by 100 million Satoshis and sat per dollar.

[Nipinator]

Parody. By the time it's one sat per dollar, we're talking 100 million per BTC. Take that scarcity mind ongoing hard cap 21 million.

[JV]

So gold has relative scarcity but they expand the supply 1 to 2% just by discovering more by digging in the earth. Bitcoin has a hard finite finite limited supply.

[Nipinator]

21 million coins minus my stack also.

[JV]

Censorship resistant can be seized.

[Nipinator]

It's happened before 1933 Gold Caesar Act. Look her up. The bitcoin decentralized. Good luck trying to confiscate it properly secured and you know, cold custody impossible to steal Digital native physical versus you know, perfect for the AI the Internet where I'll choose the digital digital superior.

[JV]

Every metric you can measure. Just saying we got the big names.

[Nipinator]

The ark invest, Kathy Wood betting big on the biddy. They know what's good. You got the ETFs. You got to have institutional buying. It's a global use and it continues and continues. We got a potential bull run. 10 year horizon, 10 year 880. I say it's bearish. I think we get much more bullish.

[JV]

You know, realistically I think we'll hit a million dollars by the top of the decade. 2030 provement wrong. We got the next half in April of 2028. Every have in the bitcoin go parabolic year preceding the heaven. Let's see what happens with the rooster dragon and we'll go from there. Welcome everyone to the Q A segment of the live stream. Let me know how you feel. The bitty price, how, how high will she climb for the market cap? Will it surpass that of gold go 50%? Will it go all the way? Will it double up? You know, holler at your boy and welcome to the Q A segment of the live stream.

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And don't forget to check out bitcoin news alerts.net for the full premium experience with video and to participate in the.

[JV]

Live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode. Hoddle.

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