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Bitcoin News Alerts | Daily BTC Macro Signal
2263: $5 Trillion Bitcoin Shift — How the CLARITY Act Changes Everything
00:28:21
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Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Fiscally responsible financial geniuses, monetary magicians. These are the things people say about drivers who switch their car insurance to Progressive and save hundreds. Visit progressive.com to see if you could save Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states or or situations.
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We're lost.
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I'm going to pull over and ask
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that man for directions.
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Hi there. We're looking to get to the campground.
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America's best network just got bigger. Switch to T Mobile today and get built in benefits the other guys leave out. Plus our five year price guarantee. And now T Mobile is available in US Cellular stores. Best mobile network based on analysis by Oogle of speed test intelligence data 2H2025 bigger network. The combination of T Mobile's and US Cellular's network footprints will enhance the T Mobile network's coverage price guarantee on talk text and data exclusions like taxes and fees apply. CT T mobile.com for details welcome Bitcoin fam to the number one Bitcoin pod. Bitcoins are ripping like a new Scotty Pippen looking to reclaim 69,000 now up 4,000 on the day. Not too shabby considering yesterday we touched the bottom of like 62. 5. In today's show we'll be discussing this. We'll also be sharing strategy yield wrapper lands in Europe as 21 shares list the STRC ETP. Also Anchorage buys STRC as Wall street shorts mount against sailors Bitcoin proxy. Also Bitcoin ETFs post 258 million of inflows as institutional Q4 selling hits 25,000 BTC Also expert forecast 5 trillion pouring into Bitcoin post the Clarity act passage. Also Wall Street Call TD Cohen targets 225,000 per coin for Bitcoin by 2027. We'll also be taking a look at the overall crypto market. All this plus so much more right here in today's show. Today is pod number 2263, I'm your host JV alongside Fed Chair Nipinator keeping them nipinating. Bitcoin doing its thing. Up almost 4, 000 on the day. Currently trading at around 68. 300. Not too shabby as we were in the 63 range just yesterday. So it's nice to see see Bitcoin up 6% on the day. Let's see if we can regain 70,000 traction. That'd be nice. And we're not too far away right now, but let's kick it off with our market watch as we do each and every day. You can see coin360. We ain't seen forest green across the board in a very long time and it may be due to the Jane street manipulation being called out in a recent lawsuit. One of the stories we covered yesterday, they could no longer suppress the market. Looky here. But yeah, you can see ethereum finally reclaimed 2000 for the first time in a while. Up over 10 on the day. Avax is up 15. I mean these are big gains. Bitcoin doing its thing, up over 6%. Massive gains across the board. Checking out coinmarkcap.com let's get a refresh for the latest data. You can see the market cap finally back up 6% on the day, right in alignment with the 6% Bitcoin price gain currently at 2.36 trillion. Total crypto market cap, Bitcoin market cap 1.36 trillion. So it's literally a trillion extra total crypto compared to Bitcoin itself. Checking out top 100 crypto gainers past 24 hours. Polka dot leading the pack up 21%. Filecoin up 21%. Unis swap up 19%. Which alts, if any, are you bullish on? For the bull or for the bear? However you want to perceive it, do let me know. But you can see finally, almost everything in the green today is liquidity is returned in the markets. Checking out crypto greed and fear index. We did retouch a 5, which is the local low for the cycle levels we ain't seen since ftx debacle of 2022. But looky here today we're back a little bounce with an 11. A divine omen. Still an extreme fear last month was a 20. Extreme fear is the bottom end. That's the million dollar question. Holler, let me know. Checking out blockchain calendar. Today's block height 93839 and you could exchange one fiat monopoly dollar for 1458 SATS. So pick up the SATS put down the gats and pick up some bitcoin caps from my homie Sergio over@bitcoin caps.net we're about to hit 69g baby, baby. But let's look at some of the live charts. As you can see, finally some bullish momentum we ain't seen in a long time. On the one hour chart we got 1, 3, 4, 5, 6 consecutive green candles and Satoshi is going wild, well above the moving averages here. And you know we've just been descending and trading sideways for a long time so this is nice. We finally got a, a breakout. About time. Checking out the four hour similar two big green candles on your display as we're fast approaching 69G's baby. Checking out the day, the daily big green candle. And what's nice about this, this relief rally has basically reclaimed all the losses from the last three days. And you know we're just getting started. It's only 1pm here in Puerto Rico, 12pm New York. Shout out to the surge and someone make sure you go summon the surge. The chandy, the oracle and the rest of the family. The sweet bitty. Checking out the weekly, you, you will notice the candle flip green from red which is nice considering we've had so many consecutive red candles on a weekly. And I'm praying, I mean on the monthly I'm still, what's the word, a little skeptical that this will flip green because it's still significantly in the red. We still got to gain many thousands of dollars and we got what, three days left with the weekend approaching us. So I think we're going to get another red candle close for the month of February. But I think March is a good prospect where things can turn around after we just experience the October, November, December, January, February, you know, Care Bear countdown. You bears, it just tis what it is. But there you go. Next up, let's do a little analysis here. Here's the latest headline. Bitcoin daily gains 5% is analysis eyes the bullish rotation from gold. So is money flowing out of gold right now and into bitcoin? Let's discuss it. Trading view showed the bitty price gains hitting 5%. It's now closer to 6% as we're continuing to gain momentum here. Bitcoin appeared unfazed by the announcement from Jameson greer over the 15% tariffs which could become reality within coming days. Right now, as we talked about, 10% is in place. There will be a proclamation raising it to 15% where appropriate. Tariff headlines often spark volatility of the crypto market with their impact nonetheless cooling recent months already enjoying respite from sustained selling pressure, Bitcoin approached the key long term level and the form of the 200 week exponential moving average bitcoin price. Losing the level of support has become a classic bare market indicator. Now commentator Rec Capital repeated analysis from February suggesting the upcoming weekly close should be above the 200. We EMA now at 683 and the good news? We're above it. Let's freaking go. Castillo points out. Still watching the same weekly structure on bitcoin. Nice start on the bounce. If it continues to hold as a support level, a good retest potential short could be the 2025 yearly low level of 745. Let me know if you agree disagree with the analysts. Also Bitcoin teases the relative strength index RSI bullish divergence versus the gold as gold range at above 5000 per ounce. The all time high I believe is roughly 57. Before the correction, an analyst Mal Van A Pop saw reason for the bitty bulls to stay optimistic. Quoting them here. Interesting enough, there's a strong bullish divergence on the daily chart. A Bitcoin vers gold. It's not confirmed, but given the recent strength today and yesterday in bitcoin, I think a slight rotation is a starting. It's about time. You can say that again. Such a turnaround of the capital flows would upend the market opinions from earlier in the year, analysis concluded Bitcoin had lost its quest to be digital gold. I call we already know a superior to gold in every aspect. It can be measured. In fact, one of my favorite quotes shout out to the high priest Max Kaiser Gold is the poor man's Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. You chose to hit play on this podcast today. Smart Choice. Make another smart choice with Auto Quote Explorer to compare rates from multiple car insurance companies all at once. Try it@progressive.com Progressive Casualty Insurance Company and affiliates not available in all states or situations. Prices vary based on how you buy.
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Bitcoin anybody announce gold five GS one bitcoin digital gold digital scarcity going to cost you 68 500. Want to know the massive difference? Bitcoin is perfect money. Finite limited supply can only ever be 21 million in circulation gold. They add 1 to 2% of the gold supply every year they just discover more and they will continue to always discover more every year. So gold does not have the true scarcity proposition you know and obviously bitcoin super undervalued right now and you can get a bogo ultimately a buy one get one as the top the ferment October 6th was the 1263 today at 68 G's what a deal. Take advantage of it. You know, listening while volunteering to the Murph's eco farm shout out Murph into the eco farm next story of the day famous headline reads Strategy Yield Wrapper lands in Europe S21 shares list the STRC ETP those looking to seek a yield. That's right Strategy B Crypto Exchange traded product provided 21Shares has launched an investment product given European investors access to Prefer stock issued by Sailor Strategy. As you know the world's largest corporate hodler of the BTC. The asset manager will list this 21 Share Strategy Yield ETP under the ticker STRCNA. Let me know how many of you are in Europe right now. I'm curious on the euro next Amsterdam on Thursday. That's tomorrow. The ETP is available to institutional retail investors offering the dividend backed by Strategies Bitcoin treasury which holds 717,000 Bitcoin valid at 47 billion with dividends set at a variable 11% annualized rate. The ETP represents one of the earlier structured Bitcoin back corporate securities available to European investors as of tomorrow. And how many of you have any exposure to STRC here in the States or anywhere else do let me know the 21 shares strategy yield ETP with exposure to Strategies Prefer Stock officially known as Variable Rate Series A perpetual stretch. Prefer Stock, what a name. Is designed to act as a cash flow bridge between traditional finance and Strategies Bitcoin Treasury 21 shares said the ETP structure is intended to make the instrument easier to access for the European investors through standard brokerage accounts rather than requiring investors to to buy Prefer shares directly. I got one of those emergency text alerts I guess Missing child or something. Always got to just look at it, make sure it's no one I recognize Juana Diaz. I don't know if it's in Spanish. I don't know if that's the person who kidnapped the child or it's the child itself, but it's a silver alert. It's all in Spanish. I don't comprehend it. It just says something 911 so if anyone sees a Juana Diaz apparently call 911 but with that being shared by combining high income potential with a familiar exchange traded structure, STRC offers both institutional and retail investors an efficient, accessible way to add yield to the portfolios. The company positioned the launch as its first equity link product, expanding beyond its traditional lineup of the crypto only ETPs. He added that the move reflects the company's broader mission to provide accessible exposure to digital assets, quoting them here since our inception we have focused on providing straightforward access to digital assets and with this product we're extending that expertise into the equity linked exposure tied to the bitcoin ecosystem. Now operating since 2018, 21 shares one of the larger crypto ETP providers, managing 5.3 billion across 60 ETBs on 13 exchanges. The company continued its global expansion, launching a new ETF in the US on Tuesday, which is the 21 share spot SUI, which was started trading on the Nasdaq. This follows a series of ETP launches by 21 shares as asset managers continue to broaden the menu of the regulated products tied to the crypto markets for both the institutional and retail investors. And if you don't know, now you know. Next up, Anchorage buys STRC as Wall street shorts mount against Sailor's Bitcoin prox. All lies on the B crypto bank. Anchorage Digital says strategy perpetual prefer security STRC on the balance sheet adding an institutional backer to Sailors Bitcoin treasury company at a time where Wall street traders are increasingly betting against it. And also remember not too long ago there was JP Morgan allegedly shortened it. You know, I think some of these big players perceive Sailor as the enemy and they want to tank them. Best of luck to it. Anchorage co founder Nathan McCauley said the purchase shows alignment between the two companies built around the biddy infrastructure and corporate treasury adoption conviction compounds. Institutions don't just talk about the biddy, they structure around it. They can't short your dorks when the company that operationalizes the bitcoin infrastructure puts the capital alongside the company and operationalize the Bitcoin treasury strategy. It's a signal. But guess what? The only signal with 100 accuracy is known as the Fed chairs and nip Anator lick Anator indicator. He licks the log, the price explodes. It's the only bitcoin indicator with 100% accuracy but according to the strategy site STRC as a Nasdaq list of perpetual prefer security market as a short duration high yield instrument. The shares pay an 11 and a quarter percent annual dividend distributed monthly in cash but we all know the cash is trash but it's great for paying the bills. Capital raised through the instrument has historically financed the company's continued bitcoin accumulation. So Strategy becomes Wall Street's most shorted stock. Not surprise Anchorage purchase comes a Strategy climbed the top of the Goldman Sachs list of most shorted large cap US equities by short interest as a percentage of the market cap. A year ago it did not even rank amongst the top 50. The company began rising on the list late 2025 as its share price weakened even before the bitcoin peaking at the all time high hit and firmament back 10-6-126 three rest is history. Short selling involves borrowers shares selling them with the expectation or repurchasing later at a lower price. Losses can increase if the stock rises. Strategy functions as a leverage public equity proxy for btc. It issues securities, deploys the proceeds into the bitty gains can amplify amplify during the rallies while the downturns magnify the pressure of the share price. As you know they're the largest corporate holder currently 717,722 bitcoin worth almost 47 billion at the current price and they're currently underwater. Do make note of that but it's unrealized losses and guess what, you can't lose what you don't sell and he's not getting liquidated anytime soon. According to the Sailor man himself, Bitcoin would have to go sub 8000 for them to start offloading the bitties. Also Monday it announced another acquisition close to 600 bitcoin, marking their 100th purchase of the BTC since adopting it back in 2020. Also they said the company intends to convert roughly 6 billion in convertible bond debt into equity, replacing repayment obligations with the newly issued shares. And that's why he is the Bitcoin alchemist and they even put here Bitcoin would need to fall below 8,088% drop before its holdings and debt reach parity. Which like I said, I don't think Sailor is a concern as the fudsters like to push it that you know he's going to offload all this bitcoin crash the market. I'm a little skeptical there, but of course I think the big dogs on Wall street would love to do that because they're on the Epstein client list and sailor not Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game? Well, with your name your price tool from Progressive, you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match Limited by state law not available in all states. Makes sense. Everything's starting to make sense all of a sudden. But let's continue knocking this out yo. Hopefully we can recapture 69 Bitcoin ETS post 258 million of inflows is institutional Q4 selling his 25, 000 of the B to the T to the C? No Diddy flows into the US spot Bitcoin ATFs turn positive on a taco Tuesday as the price of the Bitty made a modest recovery of 65. In fact, we're about to hit 69. Take that evildoers. Spot big on ETF recorded 257 million of flows, marking the largest daily total since early February. The gains are more than offset in Monday's outflows of 203 million, which is nice, pushing the weekly flows back into positive territory after five consecutive weeks of net redemptions. Total in 3.8 billion. Despite the rebound range, broader market sentiment remain weak, with the analysts estimating about half of the bitcoin circulating supply was underwater, compounded by reports of the heavy institutional selling in the fourth quarter of 2025. And since the beginning of 2026, total assets under management of the US spot Bitcoin ETFs have fallen 30%, dropping from about 117 billion to 81 billion. And that's why the price action has been bleeding. As a result, Fidelity is leading the inflows, with Black Rock close behind. That's right, Fidelity. Fidelity wise Bitcoin origin fund led Tuesday's gains with 83 million of inflows. BlackRock's IBIT followed closely with 79 million. The cumulative net flows remain above 54 billion after peaking above 62 billion in October, signaling that many investors continue to huddle. Be thy name institutions sold 25, 000 of the BTC in the fourth quarter of 2025, quoting James Safer from Bloomberg what did the 13 filers do with a Bitcoin ETFs in quarter four? And what should not be much of a surprise? They were sellers. Advisors and hedge funds were the biggest sellers overall. Thirteen filers sold ETF shares equivalent to 25,000 Bitcoin. And that's why we've had a massive correction. Is this all orchestrated engineered? Probably always corruption with these financial arms, if you know what I'm saying. Multiple analysts noted almost 9 million of the Bitcoin 45% of the coins in circulation are currently underwater, worth less than what the holders paid for. Bitwise's chief officer Matt Hoogan said the reflects the Bitcoin ongoing evolution from speculation towards maturity. Bitcoin hit puberty. It's an adolescent. You can't. You can't short your dorks and you can't jump from 100 0% speculation without moving through every stage in between. If you don't know, you never know. You know. Protect your queen, protect your neck like Inspect the deck warned us in the 90s Wu Tang Wuang Next story of the day. Here's some bullishness expert forecast $5 trillion pouring into crypto assets post the Clarity act passage but the key post Clarity act passage? Let's get past it, shall we? Although the final passage of the Clarity act, commonly referred to as the Crypto Market Structure Bill, has been delayed in Congress, experts believe its eventual approval could unleash the Nipinator an unprecedented wave of capital into the crypto sector. Trillions are on hold In a recent post on X, the Expert known as 360 Trader argued that trillions of dollars in institutional money are awaiting on regulatory certainty before entering digital assets. And according to the assessment, the Clarity act could act as the trigger that opens Wall Street's doors to crypto in a meaningful way, potentially driving more than 5 trillion into the space, which would be massive considering it's only a 2 trillion market cap today. You know we go from 2 trillion to 7 trillion. Send it 360 pointed to the comments from the White House digital asset adviser Patrick Witt, who stated trillions in institutional capital are effectively sidelined as the firm's weight for legal clarity. Large asset managers, including the Black Rock, are often cited as examples of institutions constrained by the current patchwork of the regulatory environment. So if the Clarity act becomes law, the experts believe the crypto market cap could surge beyond 4 trillion, drawing comparisons to the rally that followed the approval of the spot big on ETF back in 2024. And FYI, we've already had 4 trillion plus total crypto market cap before this correction. So we've literally shed trillions of dollars during this bear session we've been in this year, in fourth quarter of last year. Stable coins are another key element of the discussion. Under the proposed framework, banks could receive clear authorization issue the stable coins. The stablecoin market has already expanded significantly reaching a reported 300 billion in supply in 2025 process in approximately 33 trillion in transaction volume figures that exceed the total throughput of the Visa network. The possibility of major banks such as JP Morgan launching fully integrated stablecoins backed by substantial payment activity has also been described as a potential turning point for the sector. The yield component is also drawing attention. Some stablecoins products currently offer returns in the range of 3 to 5% which the banks do not want. And that's why this act has not passed into law yet. There's some discrepancy there. Some folks are like we want the yield and then the forces of evil like yo yield, keep your money in the bank, you know. 360 traders suggest this disparity could prompt a significant reallocation of capital, potentially as much as 6 trillion from the conventional bank that deposits into the crypto link instruments. For example the pension funds, university endowments, retail investors can all gain the broader exposure to the higher yield crypto products. And in parallel traditional financial institutions may begin integrating decentralized finance infrastructure to enable the faster settlement and more efficient transaction rails. Yet traditional banking sector has consistently pushed back against the stablecoin yield for reasons I've already pointed out. It basically undermines their whole banking system, their central banking cartel, you know. Yeah, they don't want to pay you yields, they want you to get virtually 0.001 yield on keeping cash in the bank. And we all know that's melted ice cube, you know, metaphor a sailor painted for us. Analyst here says I'm bullish on the clarity unlocking trillions and dormant capital. This could be the catalyst that separates the next bull run from everything we have seen before. Which leads me to the question can that potentially manifest a supply shock which would manifest a like hyper, bitcoinization, a super cycle. Let me know your thoughts on that. You know, entertain it. Read the comments. Now for our final feature story of the day Wall street call TD Cohen targeting 225,000 for the BTC by next year 2027. Let breaker down T D Cohen reiterating the bullish medium term path. That's medium term for the BTC projecting 225,000 per coin by the end of the fiscal 2027 while sketching the upside scenario that would take the asset to around 450 GS. Now you're speaking my language. The call leans on tokenization and a structural demand driver. But the firm flags that the relationships modeling may not hold if market dynamics evolve differently than expected. In a research note dated February report 2026, TD Cohen framed it more aggressive scenario around two interacting assumptions. Number one, the number of tokenized assets increases 100 fold and the transaction velocity tied to those assets falls by 90% under those two conditions. The firm says the analysis suggests a potential five fold increase in the price of the BTC to450,000 per coin. Send it 450 figures positioned as a bull case illustrator rather than a point forecast, TD Cohen emphasized the comp current base expectation is lower, writing our current forecast calls for Bitcoin to reach a price of 225,000 per coin. So the 225 is a conservative base case by the end of basically 2027. The firm adds a key caveat about the methodology and uncertainty. While not a bottom up forecast, our current Bitcoin price estimate reflects a variety of assumptions Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance Fiscally responsible financial geniuses, Monetary magicians. These are the things people say about drivers who switch their car insurance to Progressive and save hundreds. Visit progressive.com to see if you could save Progressive Casualty Insurance Company and affiliates. Potential savings will vary, not available in all states or situations, one of which is increased tokenization of the real world assets, potentially including equity securities. Though we believe our assumptions are well supported by trends observed to date, there can be no assurance that these relationships hold going forward. The logic pretty straightforward if tokenized real world assets proliferate on the onchain velocity associated with those assets slow and sharply, the implied value captured by the underlying settlement asset in TD Count Cohen's framework rises. The note done present this as a mechanical law, but as a sensitivity to how the tokenization adoption and transactional behavior could reshape demand conditions around the crypto. Rails policy remains the other major moving part in TD Cohen's broader crypto framework. For example, early January, the firm pointed to market structured legislation, specifically that Clarity act which we just touched upon, which could increase the market cap potentially by $5 trillion, TD Cohen wrote at the time. We believe there's room for compromise on all issues and ways that the crypto sector can accept, but it warned that the harder constraint may be political rather than technical. The problem will be the White House. At Senate, Democrats will likely insist on ethic rules for elected officials, including the president and his family. The bank's timeline expectation is the Congress acts this year, but not without slippage risk. We expect the Congress will enact legislation into 2026, they wrote. Still bitcoin as you know has been a hell of a roller coaster ride since hitting the all time high in October126 3 the current firm in and we cracked it all the way down to 59.9 million dollar question becomes as the bottom end are we likely to hit lower lows throughout the year before ascending up up and away? Let me know your thoughts and read them out loud. Bitty up 4700 on the day about to hit 69, 000. I love it. I'll stick around for a few minutes. Happy to read the comments again. Welcome everyone to the Q A segment of the live stream.
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Everybody boy when it's up everybody going
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to cut I'm still here Closer to
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the bottom than the top. Closer to the bottom than the top. Closer to the bottom than the top still 10 toes down when the weak hands dry red lights flash put the brown don't crack brick by brick I build it back closer to the bottom that's heat touching make steel from the wheat one more block one more night thermal D dynamic lamb song every night they said it's done cool notice same crowd planning they were chosen panic post can do scroll motion I zoom out slow I lands focus you sell support support what you sow cold hands fold when it gets too cold no loud flakes no viral phases long term nerve and aesthetic gaze top gets nose bottom gets nerve that's what conviction nerds is worth hear that tip that's hype getting trim from the mix talk less stack a lot tick tock take the shot true bitty grip plot thick never stop
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style
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good that's misunderstood everybody wants the summit view you got true bitty great to see it through still current energy store like a thermal bomb one more block one more fight thermodynamic lamp song ignite when it gets quiet that's my lane let's applause more long gang gang you want the flash cool chase lights I move steady through the midnight no louds out, no creep flit just patience stitch to the Brit with blackjacks we don't bend stacky quiet play for the long win Jesse James moves at night calculated steps no spotlight we build in the dark unseen slow grind kings low key mean crazy maybe but crazy don't crack when it gets shaky pressure go slow in the dark when is a bit with lounge park main fierce forge heat and compression rew the core you blink you missing you flinch you fold you hold you out.
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Let's go.
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We slayed our way to 80k. No delay from the depths we rose bold Every day Signals clean no static interference Not a trend, not luck, not high Pure endurance In the top still 10 toes down no, we can't drive Red light side with the ground on crack. Roger out.
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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, Hoddle.