2271: Michael Saylor Exposes What's Suppressing Bitcoin's Price

Summary

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Bitcoin News Alerts: Episode 2271

Michael Saylor Exposes What's Suppressing Bitcoin's Price

Date: March 5, 2026
Host: JV (Bitcoin News Alerts)
Main Guest (via clip): Michael Saylor
Key Reference: Natalie Brunell’s “Coin Stories” interview with Michael Saylor

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Episode Overview

In this high-energy, unfiltered episode, host JV breaks down Michael Saylor's latest bombshell: why Bitcoin’s price remains artificially suppressed. Saylor’s theory centers on the shadow banking system’s rehypothecation of Bitcoin. The episode explores this core idea, dives into US government Bitcoin reserve policy, Bitcoin’s role in global energy wars, stablecoin market and policy updates, ETF flows, and market technical analysis—all with JV’s trademark mix of conviction and no-holds-barred commentary.

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Key Segments and Insights

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1. Saylor’s Bombshell: Shadow Banking & Bitcoin Price Suppression

[00:55 – 09:34]

Main Idea

• Michael Saylor asserts that Bitcoin’s price is artificially suppressed due to exclusion from traditional banking, which forces holders into the shadow banking system where rehypothecation creates a synthetic supply and selling pressure.

Saylor’s Detailed Explanation

• Credit Access Problem:

  • Unlike equities, Bitcoin cannot be posted as collateral at major banks for typical low-cost credit, forcing holders to sell or seek offshore/shadow bank loans.
  • “If I posted $10 million of Apple stock with JP Morgan or Morgan Stanley, I could take a $5 million loan at SOFR plus 50 basis points and I could spend it. But you can't even post $10 million worth of Bitcoin with JP Morgan or Morgan Stanley right now. Therefore you can't take a loan. Therefore you have to go to a shadow banking system. You have to go offshore.”
    — Michael Saylor, [03:24]

• Mechanical Cap on Price:

  • Because many cannot easily borrow against their Bitcoin, the “safe” way to monetize is to sell (not HODL or borrow), which restricts price growth.

• Rehypothecation Details:

  • In shadow banking, BTC collateral can be sold/lent multiple times, like fractional reserve banking—but without the regulatory constraints.
  • “They want me to transfer the bitcoin to them so they can rehypothecate it.”
    — Saylor via JV, [06:34]
  • “So your $10 million of Bitcoin gets sold one time, then gets sold twice, and then three times. You might actually create $30 or $40 million worth of selling because that bitcoin that you posted was rehypothecated three times.”
    — Saylor via Host/Analyst, [07:19]

• Needed Solution:

  • The ecosystem lacks a large, regulated, non-rehypothecating credit system akin to mainstream securities financing:
  • “I think what holds down the price of the asset is the lack of a fully formed non rehypothecating credit system.”
    — Saylor, [04:34] and [07:29]

• Bottom Line / Outlook:

  • Until traditional banks participate and offer true Bitcoin-backed credit (without dangerous rehypothecation), spot market suppression will persist and full price discovery is delayed.
    • “If the banks take 4 years, 5, 6 years to bank it in the full sense, then bitcoin price discovery will continue to be shaped.”
      — Saylor via JV/Analyst, [08:04]

Notable JV Commentary

• “That's what's holding the bitcoin price back according to Michael Saylor.” [04:34]
• “Damn, where do we get these deals?” (on low-rate BTC-backed loans) [06:32]
• “What's holding down the price... is the lack of a fully formed non rehypothecating credit system.” [07:29]

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2. US Bitcoin Reserve: Stalled Strategy and Political Theater

[09:34 – 15:37]

Background

• Trump’s executive order a year ago established a Strategic Bitcoin Reserve and a "crypto stockpile," but there’s been almost zero movement since.
• “One year ago, Trump signed the executive order establishing the Strategic Crypto stockpile. One year later, the value has decreased by billions.” — JV, [09:34]

Main Points

• Current government holdings are ~$22 billion (328,372 BTC), heavily down from $30 billion at the time of the executive order.
• Actual accumulating is severely limited—the government primarily consolidates Bitcoin from forfeitures, not purchases, and publishes no regular asset updates.
• Officials claim volatility is “not going to change the Trump admin's commitment to ensuring American dominance,” but JV remains skeptical about true US intent and where actual stacking stands.

Bite-Sized Moments

• “Criminals steal the crypto from the good guys, then the government steals the crypto from the bad guys.” — Co-host, [11:18]
• “Not even half of what [Michael Saylor’s] MicroStrategy has on their balance sheet.” — JV, [12:53]
• “If the secretaries can figure out how to accumulate more bitcoin... then they're authorized to do that.” — Quoting David Sacks, [13:53]

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3. Bitcoin & the Global Energy War

[15:38 – 22:11]

Big Theme

• Bitcoin is now a "main player in the global energy war," mirroring how oil functions as both an energy and geopolitical weapon.

Key Insights and Examples

• Energy-rich nations (US, Russia, Norway, Iceland, El Salvador) utilize cheap or excess electricity for mining, converting electrical capacity into “hashpower” (geopolitical clout).
  • “Hash power is a new soft power for countries intending on becoming superpowers.” — JV/Analyst, [17:51]
• Bitcoin’s energy consumption now rivals that of major tech companies, with as much as 38% coming from renewables.
• Comparisons made to oil and the US Strategic Petroleum Reserve: could the US (or others) use Bitcoin reserves for political advantage?
• Notable speculation about the future: What if free energy (e.g., geothermal, Tesla’s mythical free energy) becomes real and disrupts the market power structure?

Memorable Quotes

• “Bitcoin's transformation from a neutral protocol into a strategic geopolitical asset is accelerating far faster than observers even realize.” — JV, [16:51]
• “The future of energy is free energy... What if free energy is like a genie out the bottle and they can no longer suppress it and energy becomes free?” — JV, [21:10]

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4. Stablecoin Inflows & Washington Policy Battles

[22:11 – 25:33]

Market Update

• Stablecoin inflows rebounded sharply: $1.7 billion net last week—a 400% increase.
• On-chain activity is up, transaction volume rose by 6.3%, but average transaction size is dropping (suggests lots of smaller retail activity).

Policy and Regulation

• Ongoing intense debates in Washington about yield-bearing stablecoins and how they might drain bank deposits.
• The Digital Asset Market Structure Clarity Act and the Genius Act both passed the House in 2025 but are stalled in the Senate:
  • Genius Act (signed by Trump, July 2025) prohibits direct yield/interest on stablecoin holdings, but reward programs via third parties still possible.
• Industry leaders (e.g., Coinbase CEO Brian Armstrong, Cardano’s Charles Hoskinson) strongly oppose current drafts, seeing them as poor for adoption.
  • “Brian Armstrong... says it's very unfavorable. He's completely against it. I heard Charles Hoskinson say something similar, so you know they're up to no good shenanigans, clearly.” — JV, [25:33]

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5. ETF Flows, Market TA & Sentiment

[25:33 – End]

Technical Analysis & Market Structure

• Bitcoin briefly hit $73K, supports currently at $65K–$71K, with 4x more liquidity in that zone.
• Market seen as choppy but bullish: “The bulls just took back the control. That's what's up. A support test sooner or later would be healthy, but I'm not sure that the market is going to make it that easy on us... the longer it takes to grind up, the more durable the rally will likely be.” — JV/Analyst, [26:53]

ETF and Macro Flows

• Record inflows to US-listed ETFs—suggesting strong professional/institutional interest, even in volatile times.

Sentiment & Market Data

• Crypto fear and greed index at “extreme fear” (22), but off lows.
• Current BTC market cap: $1.425 trillion
  Current exchange rate: $1 = 1,403 satoshis
  Block height: 939,475

JV’s Rational Exuberance

• “You know precisely what to do—pick up the SATs... and pick up a couple of Bitcoin caps from my man Sergio over at bitcoincaps.net!” — JV, [28:01]

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Notable Quotes & Moments

Michael Saylor:

• “If I posted $10 million of Apple stock with JP Morgan or Morgan Stanley, I could take a $5 million loan... But you can't even post $10 million worth of Bitcoin with JP Morgan or Morgan Stanley right now.” [03:24]
• “What holds down the price of the asset is the lack of a fully formed, non-rehypothecating credit system.” [04:34], [07:29]
• “They want me to transfer the bitcoin to them so they can rehypothecate it.” [06:34]
• “Your $10 million of Bitcoin gets sold one time, then gets sold twice, and then three times. You might actually create $30 or $40 million worth of selling.” [07:19]

JV (Host):

• “Criminals steal the crypto from the good guys, then the government steals the crypto from the bad guys.” [11:18]
• “Hash power is a new soft power for countries intending on becoming superpowers.” [17:51]
• “The future of energy is free energy... What if free energy is like a genie out the bottle and they can no longer suppress it and energy becomes free?” [21:10]
• “Brian Armstrong... says it’s very unfavorable. He’s completely against it. I heard Charles Hoskinson say something similar, so you know they're up to no good shenanigans, clearly.” [25:33]

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Timestamps for Key Segments

| Segment | Start | End | |----------------------------------|-----------|-----------| | Saylor’s Rehypothecation Thesis | 00:55 | 09:34 | | US Strategic Bitcoin Reserve | 09:34 | 15:37 | | BTC & Global Energy War | 15:37 | 22:11 | | Stablecoin Inflows & Washington | 22:11 | 25:33 | | Market, ETFs, Technicals, TA | 25:33 | 28:14 |

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Summary Takeaway

This episode delivers high-voltage, no-bull coverage of why Bitcoin’s upward momentum is being capped, spotlighting Saylor’s bold shadow banking thesis and exposing the interplay of finance, politics, and global power. JV’s style keeps the energy high, asking big questions—about free energy, government motives, and the future of digital sovereignty—while staying laser-focused on Bitcoin.

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Missed the episode? This summary gives you the raw, essential signal—just like Bitcoin News Alerts promises. Stack hard. Stay sovereign. 🟧

Transcript

[JV]

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[Host JV]

Welcome Bitcoin fam to the number one bitcoin pod.

[JV]

Sailor just dropped the bombshell.

[Host JV]

He says bitcoin price is being artificially suppressed by the shadow banking system through rehypothecation and synthetic supply. In fact, I'll be breaking down his latest analysis of why he feels bitcoin failed to surpass $126,000.

[JV]

We'll also discuss us Bitcoin Reserve still has no plan to stay. Dax Sats, what's going on, Trump?

[Host JV]

Let's get some movement already.

[JV]

We also discuss bitcoin, now a main

[Host JV]

player in the global energy war. We'll also discuss stablecoin inflows rebound to 1.7 billion as Washington battles over the yield rules. Also be breaking down the latest flows of the ETFs as well as technical analysis. We'll also be taking a look at the overall crypto market.

[JV]

All this plus so much more right

[Host JV]

right here in today's show. Today is Pot episode 2271. And ironic enough, we're sitting at 71,000 at the time of the live. Yesterday we did tap 738. So hopefully we can get back in the 80,000 territory here soon. Especially now. We're March and February, December, January, November, December and October are behind us. You know what I mean? I'm your host, JV. It is March 5, 2026. And let's kick it off. Diving into our feature story of the day. Michael Sailor says the bitcoin price is suppressed by the shadow banking rehypothecation. That's right. I'm going to actually do a deep dive. He was actually just recently interviewed on Natalie Brenell's coin Stories podcast Shadow banking rehypothecation suppresses the Bitcoin price. This is a brand new interview. Last week, February 27th, Natalie Brunel asked Michael Sailor why Bitcoin failed to surpass 126, 000. He suggested the exclusion of Bitcoin from traditional banks like JP Morgan forces investors into the shadow banking. These entities often re hypothecate collateral by selling it multiple times, creating artificial selling pressure that suppresses the price. But let's hear it directly from Mr. Saylor.

[Interviewer Natalie Brunell]

What do you say to those out there who feel disappointed by the bull market that we didn't go higher than 126,000? And what is your reasoning for why we didn't get to maybe some of those price predictions that a lot of people wanted?

[Michael Saylor]

So if you had $1.8 trillion or more than $1 trillion worth of capital and no one would give you a loan on it, then how do you monetize it? If I posted $10 million of Apple stock with JP Morgan or Morgan Stanley, I could take a $5 million loan at SOFR plus 50 basis points and I could spend it. But you can't even post $10 million worth of Bitcoin with JP Morgan or Morgan Stanley right now. Therefore you can't take a loan. Therefore you have to go to a shadow banking system. You have to go offshore. So how would you actually monetize it? You either have to sell it, right? The safe way is to sell it, but that damps the upside. Okay, so what's holding down the price? I think what holds down the price of the asset is the lack of a fully formed non non rehypothecating credit system. There's a limit to how much you can rehypothecate certain other assets. When you post your home as collateral for a mortgage, the bank doesn't turn around and sell the house on your street 10 times. If they did, the price of houses on your street would be lower. I think the lack of a fully formed banking system holds the price back.

[Host JV]

Well, there you go. That's what's holding the bitcoin price back according to Michael Saylor. And we can dive a little deeper as this article is just published on the topic. So, yeah, Sailor Frame bitcoin structure is roughly 2 trillion worth of bitcoin, with probably 1.8 trillion being held by the retail investors or offshore investors who cannot access the traditional banking system. The practical implication, he says, is that Bitcoin holders who want to unlock liquidity face the narrow menu compared to traditional Equity portfolios, quoting them here from the interview. If I posted 10 million of Apple stock with JP Morgan or Morgan Stanley, I can take a 5 million dollar loan OFR plus 50 basis points and I can spend it. But you can't even post 10 million worth of Bitcoin with JP Morgan or Morgan Stanley right now. Therefore you cannot take a loan. Therefore you have to go to the shadow banking system. You have to go offshore. That constraint, he argues, forces the holders into behavior that mechanically caps the bitcoin upside. The safe way, he says, to monetize is simply to sell, which damps the upside. The next option is borrowing from a small pool of crypto lenders that don't rehypothecate the collateral. But Sailor described that market as both expensive and shallow. A few billion dollars probably with rates he characterized as closer to an SOFR plus 400 or plus 500 basis points rather than traditional prime style spreads. He pointed to a newer channel, banks extending credit against bought Bitcoin ETFs such as Black Rock I bit, but described it as early, limited and still costly versus conventional secured lending. The most controversial path to Sailor is where the cheapest funding appears. The counterparties offering the low rate bitcoin back credit in exchange for control of

[Co-host or Guest Analyst]

the collateral, he says.

[Host JV]

I've had people offer me bitcoin back credit at 1% or 0%.

[Co-host or Guest Analyst]

Damn, where do we get these deals?

[Host JV]

He said, before emphasizing the trade off. There's always a catch. They want me to transfer the bitcoin to them so they can rehypothecate it.

[Co-host or Guest Analyst]

Well, exactly.

[Host JV]

They want the collateral now. Sailor then tied rehypothecation directly to the spot market suppression in which he argues collateral handed to intermediaries can effectively be sold multiple times and be reused. Just like fractional reserve banking. When you, you know, deposit dollars into

[Co-host or Guest Analyst]

the bank, they can lend it out at a factor of 10x of what they actually have. Same concept.

[Host JV]

So he says if you have 10 million you can get 3 or 4%

[Co-host or Guest Analyst]

loan, but then it gets rehypothecated, he said. So your 10 million of Bitcoin gets sold one time, then get sold twice, and then three times you might actually

[Host JV]

create 30 or 40 million worth of

[Co-host or Guest Analyst]

selling because that bitcoin that you posted was rehypothecated three times.

[Host JV]

That's a great example. So in his view, Sailor says the

[Co-host or Guest Analyst]

missing pace is a large regulated, non rehypothecating credit system for Bitcoin, one that looks more like mainstream securities financing. What's holding down the price? He says. I think what's holding down the price of the asset is the lack of a fully formed non rehypothecating credit system. Said adding rehypothecation dampens the volume and can amplify the moves and volt size through the leverage positioning sailor's bottom line timing not thesis. If the banks take 4 years, 5, 6 years to bank it in the full sense, then bitcoin price discovery will

[Host JV]

continue to be shaped Today's episode of

[JV]

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[Co-host or Guest Analyst]

credit workaround that can manufacture a synthetic supply. And if and when conventional credit rails mature around the bitcoin collateral without the aggressive rehypothecation he suggests, the market then may rely less on for selling and more on ordinary secured borrowing, potentially changing the ceiling of the upside cycle.

[Host JV]

And there you go.

[Co-host or Guest Analyst]

Yo.

[Host JV]

Let me know if you agree or

[Co-host or Guest Analyst]

disagree with Ms. Ter and we'll go from there. Shout out Natalie Bernell Coin Stories Podcast of course that clip was taken from there.

[Host JV]

Next big story of the day. US Bitcoin Reserve still has no plan the stack sats. What's going on? How long ago was that Executive order for the Strategic Bitcoin Reserve sign by our potus? It's been a hot minute and no movement, so let's see what's going on. One year ago, Trump signed the executive order establishing the Strategic Crypto stockpile. One year later, the value has decreased by billions. Well, we've had a massive correction there. Right at the beginning of the administration, Trump formed the working group to study how the government could best implement and regulate crypto. This included the bitcoin and crypto reserves. Much has happened since the first year of the Trump admin brought a number of macroeconomic and policy changes. Some of these, like new friendly regulations from Washington, have been good for crypto. Others, like punitive tariffs and geopolitical escalation, have not. Now the US Crypto stockpile sits with its token reserves largely unchains since it was established. So March 6th it all began. Trump formed the Strategic Bitcoin Reserve and

[Co-host or Guest Analyst]

U S Digital Asset stockpile with the

[Host JV]

executive order which I'm sure everyone here remembers. This was literally a year ago. The bitcoin reserve would comprise solely of bitcoin while the crypto stockpile would be diverse collection of alts which was like xrp, Solana and Cardano. This was the original tweet from Trump literally a year ago. Timestamp 3-2-2025 he wrote A US crypto reserve will elevate this critical industry after

[Co-host or Guest Analyst]

years of corrupt attacks by Biden administration.

[Host JV]

Which is why my executive order on

[Co-host or Guest Analyst]

digital assets directed the presidential working group

[Host JV]

to move forward on a crypto strategic reserve which includes xrp, Solana and Cardano.

[Co-host or Guest Analyst]

I will make sure the U S

[Host JV]

is the crypto capital of the world.

[Co-host or Guest Analyst]

We are making America great again. Both would not acquire additional assets for the U S Digital asset stockpile beyond those obtained through forfeiture proceedings. Meaning they have to steal the crypto from the criminals. That's just how it works. Criminals steal the crypto from the good guys, then the government steals the crypto from the bad guys. The order effectively consolidated the forfeited assets which at the time were spread across many different federal regulatory and law enforcement agencies.

[Host JV]

According to the order, it would also create the opportunity for the government to

[Co-host or Guest Analyst]

capitalize on the SE's crypto. Quoting it here take an affirmative steps to centralize the ownership, control and management of these assets within the federal government will ensure the proper oversight, accurate tracking and a cohesive approach to managing the government's crypto holdings. According to the order, the government does not publish the exact details of either the bitcoin reserve or the crypto asset stockpile. However, art cam research has identified several blockchain wallets associated with the US Government. I find this interesting so check this out. At this time the government crypto holdings are valued at it looks like 22 billion of which alone is bitcoin. Other major holdings are Stablecoin, usdc, Ether, Rap, Bitcoin and bnb. And here are the most of the U. S crypto holdings of the US government you can see primarily made up of bitcoin. As you can see Here, they currently have 328372 Bitcoin. Not even half of what publicly traded company Michael Saylor strategy has on their balance sheet.

[Host JV]

And then next up ether, you'll notice they have 62000 eth valid at 129 million and then USDT rap, Bitcoin, BNB and the list goes on. How much of these assets constitute the formal stockpile itself or how and whether they were moved is not public information of course but the dollar value has fallen significantly. According to our cam, the U S cumulative holdings were worth 300 billion when Trump signed the order but at this time it's 22 billion which is roughly a 26% decrease. The White House appears unshaken by this deputy press kush what a great name said regarding the recent price lump. Volatility in a free market in which the government does not set the prices is not going to change the Trump admin's commitment to ensuring American dominance and crypto and other cutting edge technologies of the future. Despite host for the bitcoin maxis that the U S would start buying bitcoin the balance remains unchanged since the executive order. It's showing 328272 BTC and then I already shared with you with ether and you can see tether USDT quoting the cryptos are David Sachs. It won't cost the taxpayer dimes but if the secretaries can figure out how to accumulate more bitcount, more bitcoin without cost and taxpayers anything then they're authorized to do that. Which means if there's a net neutral way for them to accumulate bitcoin on the balance sheet for the strategic bitcoin reserve, the executive order allows for that. And there are various different, you know, creative ways to do so. In fact I remember sailor issued a report to the White House. He was there alongside probably like yo, here's 10000 different ways we can acquire bitcoin. We can sell off our gold reserves. Apparently they're supposed to be gold at Fort Knox, but we all know there's probably nothing there according to the Epstein drop. Just saying. But anyways, ensuring transparency through independent audits and public reporting is crucial for fostering innovation instead of favoritism. And we all know favoritism rules the

[Co-host or Guest Analyst]

world AKA Epstein's clients.

[Host JV]

But that's a topic for another conversation and of course there's a lot of countries now that whole bitcoin outside the US which include bitcoin country El Salvador, China, Ukraine, United Kingdom, North Korea and the question remains when will Trump and the administration take advantage of this bitcoin executive order?

[Co-host or Guest Analyst]

You know, start stockpiling some bitcoins already

[Host JV]

for the country, for our future, for our children. Otherwise what are we going to do next? Deep dive here Bitcoin now a main player in the global energy war.

[Co-host or Guest Analyst]

Energy wars.

[Host JV]

That's right. Bitcoin is meant to be apolitical, doesn't

[Co-host or Guest Analyst]

take sides cuz can't.

[Host JV]

Its task is to continue producing blocks

[Co-host or Guest Analyst]

every 10 minutes, maintain a full record

[Host JV]

of all the historical transactions, and for the past 16 years has done that very well. And just because bitcoin as a tech

[JV]

Today's episode of Bitcoin news alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game?

[Host JV]

Well, with your name your price tool

[JV]

from Progressive you can find options that

[Host JV]

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[JV]

Try [e-mail] Progressive Casualty Insurance Company and affiliates Price and coverage match limited by state law not available in all states.

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[Host JV]

Learning it's neutral doesn't mean the bitcoin has an asset is neutral. As governments increasingly weaponize energy markets, Bitcoin's transformation from a neutral protocol into a strategic geopolitical assets accelerating far faster than observers even realize, is subject to the same political forces which are brought to bear on the ostensibly neutral assets. For example, oil, whose supply and demand

[Co-host or Guest Analyst]

pits nation states against one another.

[Host JV]

That's why we're always going to war. Both assets, after all, are synonymous with energy. Oil, which powers the automative manufacturing industries, and bitcoin, whose proof of work consumes

[Co-host or Guest Analyst]

vast amounts of energy.

[Host JV]

It was therefore inevitable that once nations

[Co-host or Guest Analyst]

began circling the bitcoin, it would become

[Host JV]

a casualty of the global energy arms race. The creation of the strategic Bitcoin reserve, coupled with government support for mining in countries with excess energy capacity, has placed Bitcoin on the front lines as a

[Co-host or Guest Analyst]

global resource war hash. Power is a new soft power for

[Host JV]

countries intending on becoming superpowers.

[Co-host or Guest Analyst]

Bitcoin is now in the crosshairs of the nations of all sizes. In the past, governments attacked it. Now they're attempting to enlist it as a defensive weapon in a resource war that may define the next two decades of human struggle. The quest for absolute power the energy arms race is a scramble, not a gamble, for the dominance of the world where the power generation is literal and figurative. Nations flush surplus electricity from renewables and underutilized fossil fuels, which has nothing to do with fossils which are increasingly channeling that excess into the bitcoin mining whose annual energy consumption runs at 5 to 7x that of Google, which is 38% of which is derived from renewables. And around the world excess electricity is increasingly being used for bitcoin mining from Ethiopia where authorities have officially authorized the use of excess hydropower to attract foreign mining companies. In fact, I know Putin Russia launched a mining company in Ethiopia probably due to the, you know, cheap energy prices. And also I heard Iran was doing 5% of the total global hashing which probably all just changed with us bombing them, you know what I mean? But what was once a hobby for the tech libertarians bitterly opposed to big government has been commod commodized into a state sponsored industrial policy where the hash power serves as a proxy for geopolitical clout and where states compete for a finite resource politic and abounds, including China accusing the US of hacking the mining pools. So the battle with Bitcoin, the establishment of a national reserve of any asset introduces a risk for its use for political purposes and a potential to distort market dynamics. Indeed, there are clear parallels between a strategic Bitcoin reserve and a strategic petroleum reserve which have faced accusations of being used for short term political gain. For example, by releasing the oil to the lower gas prices ahead of an election should Bitcoin succumb to the same fate. The front runners in the race are clear the United States leveraging its abundant renewables now commands 37% of the global hash rate. Texas alone with its wind swept planes

[Host JV]

produce surplus of 3 to 4 cent kilowatts during off peak hours, host mega farms that could power a city for a million. Russia follows at 16% with the coal heavy grids which account for half of the energy repurposed for the mining. Amidst the Soviet energy gluttony, you know what I mean. We also have places like Norway and Iceland powered by nearly 100 hydro and geothermal. And speaking of El Salvador, they famously mine 474 Bitcoin using the volcano fuel geothermal power plant. France, eyeing the nuclear surplus, is piloting a five year program to divert excess nuclear output to mining, potentially adding 5 to 10% to Europe's hash rate share. So yeah, this is the global hash war playing out in real time. I believe the future of energy is free energy. I know it's conspiracy theory to most of you. But wasn't everything once a conspiracy theory? Until you guys realize the truth and see through the veil of the matrix, here's the deal. Nikola Tesla, long time ago, back when he was alive, discovered free energy. Free energy means we don't need the alleged fossil fuels which don't come from fossils to begin with. Their surplus energy into the ether you can tap into and it's suppressed by big government because there's a monopoly on oil. You know, the Rockefeller foundation, the Rockefeller John D. Rockefeller discovers Standard Oil in the early 1900s. Free energy has been suppressed ever since. But my question what if free energy is like a genie out the bottle and they can no longer suppress it and energy becomes free? How would that impact, you know, the hash power and what's going on with the bitcoin mining? Let me know your thoughts. I believe the geothermal and the free energy is the future. The old ways with the oil outdated over a hundred years, but it's still intact due to the forces of evil in power that control the oil markets.

[JV]

Next Story of the day bro Stablecoin

[Host JV]

inflows rebound 1.7 billion as Washington is battling over the yield rules and the crowd is going wild weekly nest Stablecoin inflows rebounded last week like a young, young Dennis Rodman. Onchain activity picked up while the US Lawmakers and banking groups sparred over whether third party should be allowed to pay the stablecoin yield. According to the latest report from Masari Weekly, net stablecoin inflows accelerated to 1.7 billion, a 400% increase week on week. The recovery also flipped the 30 day average to a positive 162 million of daily inflows. Transaction volumes also rose 6.3% while the average transaction size continued to decline reflecting renewed stablecoin issuance demand and strengthen onchain activity amid the retail investors. Stablecoin inflows track the net new stablecoins entering circulation after accounting for redemptions. The surge follows a weaker period earlier in the year. Masari data showed 249 million a weekly inflows two weeks earlier and 4.4 billion in net outflows over the 30 days leading up the February 18th. So the stablecoin yield debate stalls US market structure bill Yesterday we did a deep dive actually into this whole thing. We read the entire Donald Trump Post, the response from Eric Trump and all that. But yeah, the renewed demand comes as debate in Washington has sharpened over the yield bearing stablecoins. Banking groups have argued that allowing stablecoin issuer affiliates to pay Yield would create the loophole that could pull deposits away from the banks.

[Co-host or Guest Analyst]

That's precisely what it will do.

[Host JV]

We're not stupid and have argued lawmakers to restrict the practices that negotiate a

[JV]

broader crypto market structure bill Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Fiscally responsible financial geniuses, monetary magicians. These are the things that 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.

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So clearly the banking institutions and banksters, JP Morgans and Jamie Damons are against that. The Digital Asset Market Structure Clarity act is designed to provide a clear regulatory framework for the digital assets. The House of Reps passed the measure July 17, 2025, but it's still under debate in the Senate ever since. How will it play out is the question. Separately, we got the Genius act, which also passed by the House alongside the Clarity act back in July last year. It's a federal framework for regulating the stable coins. It prohibits issuers from paying interest or yield solely on holding payment. Stablecoin third party platforms can still offer reward programs tied to stablecoin balances. Genius was signed into law by Trump back on July 18, 2025, and right now there's like no movement. What's going to happen?

[Host JV]

And some big crypto proponents are saying these bills are heavily flawed for crypto adoption to begin with, including Brian Armstrong, CEO of Coinbase, he says is very unfavorable. He's completely against it. I heard Charles Hoskinson say something similar, so you know they're up to no good shenanigans, clearly. So be careful. You got to read these things, all right? Fam Bitcoin bears annihilated as analysis sees 65,000 support test Next oh no, 65 GS. The current bottom for the cycle, by the way, was a couple of weeks ago we hit the 599. So we could practically say it was 60,000 if we round and yesterday we hit a high of 73.

[Co-host or Guest Analyst]

3.

[Host JV]

Currently we're correcting, currently just above 71. But where is the bitcoin price likely to go next? Let's do some TA check it out, analyst wrote. Now the entire market scenario has changed 7375. We have a large liquidity zone which could be swept potentially leading to even higher levels. However, 65 to 71 below has roughly 4x more liquidity built up, making it more likely of a zone from a liquidity perspective to be visited next. The bulls just took back the control. That's what's up. A support test sooner or later would be healthy, but I'm not sure that the market is going to make it that easy on us. However, if this develops, in my opinion the longer it takes to grind up,

[Co-host or Guest Analyst]

the more durable the rally will likely be.

[Host JV]

So ultimately saying slow and steady wins the race also, the analyst wrote. Nonetheless Warren, long term bearish signals remain in place expecting the bitcoin next leg down to result on the current setup. Let me know if you agree or disagree. Also the Kabisi letter points out here investors are pouring money into the US

[Co-host or Guest Analyst]

funds at a record pace.

[Host JV]

US listed ETFs as you know they

[Co-host or Guest Analyst]

pulled in a lot.

[Host JV]

We had a nice reversal which I already covered and doing a little quick little market recap here. [e-mail] Current crypto market cap is down today 3% but we did gain significantly yesterday and bitcoin specific market cap today we're sitting at 1.425 trillion. Checking out the crypto grid and fear index were 22 in extreme fear. Yesterday we were down to a 10, last week in 11 and last month of 17. And checking out the infamous time chain calendar today is block height 939,475 and you can exchange one fiat monopoly dollar for 1400 and three stats so you know precisely what to do.

[Co-host or Guest Analyst]

Pick up the SATs, pick up a

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couple of gats, and pick up a couple of bitcoin caps from my man sergio over@bitcoin caps.net and don't forget to

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check out bitcoinnewsalerts.net for the full premium experience with video and to participate in

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

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