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2276: $1M Bitcoin Incoming - Corporate Treasury Race Begins
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Today's episode of bitcoin news alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states. From unsolved mysteries to unexplained phenomena. From comedy goal to relationship fails.
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Welcome bitcoin fam to the number one bitcoin pod in today's show. The corporate hash war will send a bitcoin price to a million dollars per coin faster than the ETFs and ever could. I'll be breaking it down for you. Also breaking news. French couple robbed of a million in bitcoin by criminals posing as the poo. Fake police straight up pulled up at the door. I'll be breaking it down. Also, bitcoin's quantum upgrade path. What does bip360 change and what does it not? Also we'll discuss bitcoin versus gold ETF flows point to early capital rotation signs. Also US strategic bitcoin reserve gains bipartisan backing according to the White house advisor. We'll also be taking a look at the overall cryp crypto market. All this plus so much more right here in today's show. Today is Pot episode 2276. I'm your host JV alongside the Fed chair Nipinator keeping them nipping. And bitcoin is up today, up roughly 2300 at the time of the live sitting at 71,300 which we love to see. But let's kick this off with our feature story of the day. The corporate hash war will send bitcoin to a million per coin faster than ETFs ever could. And I'm sure you've heard the term coined by Max Kaiser global hash war referencing nation state adoption and country is adopting strategic bitcoin reserves and exposure to bitcoin before the other countries. It's a basically a concept of game theory playing out and Max predicted this years ago. He was the very first one to say it when most people were fighting bitcoin saying countries will abandon it. You know, kind of like China put a ban on bitcoin mining, the U S government will never accept it. Etc but guess what? Now countries are accumulating bitcoin in real time. Great example Bitcoin country Nig Bukele 2021 Kingdom of Bhutan. Even the United States now with the Trump admin they have the strategic bitcoin reserve and the executive crypto order. But let's take it a step further. The corporate hash war. Let me break it down for you. This is a post I created last night. It's been getting a lot of viral buzz. Most investors are still watching ETF flows but they're missing the real supply shock. The next phase of the global hash war predicted years ago by Max is already unfolding. But this time it's not just nation states, it's corporations. When Sailor started buying Bitcoin in 2020 through MSTR formerly known as micro strategy, he ignited what's called the corporate treasury race. Now today nearly 200 public companies hold Bitcoin on their balance sheet controlling over 1 million BTC. The largest holder naturally is strategy. They control hundreds of thousands now well over 700,000. With their most recent buy dominating corporate bitcoin holdings, there's no one even close to them. A second place is like 50,000 Bitcoin which is Mara. But anyways now Sailor has taken it to the next level. Let me show you what I'm talking about. He didn't just build a bitcoin treasury, he built a bitcoin G capital machine strategy can now raise capital from multiple markets all at the same time. For example MSTR leveraged Bitcoin equity, STRK convertible yield, STRF income preferred and the new STRC stretch which is the high yield monthly dividend. Each security attracts a different pool of capital from equity investors, yield investors, pension funds and credit markets all funding the same bitcoin accumulation strategy which works like this capital strategy, securities strategy buys Bitcoin, supply disappears, repeat ETFs create the linear demand. But this model taps entire capital markets. And if other corporations copy it, the corporate hash war begins in earnest again. Only so much Bitcoin to go around. And when sailors single handedly buying you know, the issued supply from the miners, where are we going to get the bitcoin from? It's called supply shock. You know that's when things go crazy. Public companies racing to accumulate Bitcoin as the ultimate balance sheet asset. As we know there's 21 million coins. Its finite limited supply unlike any other form of currency that has ever existed. Once the corporations, the nation states and institutions all compete for the same finite supply, Bitcoin doesn't just go up, it reprices violently. I'm sure you've heard this concept. The violent upheaval sending Bitcoin Omega candle 1 million per coin. You've heard it before from Samson. We got to speak to Samson. That's how bitcoin reaches a million faster than most models even predict. It's the bitcoin Treasury EVRA which has begun. This was off the back of this post from Adam Livingston who wrote did you know you can retire with 869000 and I will work again. Forget the 4% rule. That old advice said you needed 2 1/2 million to retire safely. To withdraw a hundred thousand a year that is now dead. Because STRC, which is sailor stretch, pays an 11 and a half percent dividend tax deferred if you structure it properly and it's paid monthly. That means with a 800000 investment you can receive 100,000 a year in passive income. No selling, no stress, no Wall street roulette. Just dividend checks every month. And again, STRC is specific for those seeking high income yields. Now STRC is turning early retirement from a pipe dream into a plan. You can now retire in your 30s or 40s, keep your lifestyle, live off your dividends forever. Why grind for decades to save two two and a half mil? Just get to 869,000 and walk away. That's like roughly eight bitcoins when we're back at 100 GS, buy STRC, pocket the yield and exit the rat race. And I also took it a step further with my prediction. I posted this here this morning because this was getting a lot of traction. Let's take the corporate hash war idea a step further because the real implication isn't just Bitcoin going up, is bitcoin repricing to an entirely new level. So take it. If corporations begin competing for Bitcoin the same way the central banks compete for gold reserves, the price discovery changes completely. Think about the scale. Public equities alone represent over a hundred trillion dollars in global market cap. Even if 1% of that capital rotated into Bitcoin treasuries, that's a $1 trillion of new demand. And that's before the sovereign wealth funds, the ETFs and nation states and to the same race, all competing for Bitcoin. Now combine that with the reality of supply. Bitcoin's hard cap 21 million coins. But the real circulating supply is actually much smaller. Millions are permanently lost, locked in long term coal storage. Also, Satoshi has roughly 1.1 million bitcoin unmoved, you know, held by the early adopters as well the whales who rarely sell the OGs, which means the tradable supply is incredibly thin. Now imagine multiple corporations trying to accumulate 100,000 plus Bitcoin positions. A handful of companies doing that alone could remove millions of coins from circulation. Another example is 21. Jack Mers is the CEO of. That's when the market stops behaving like a normal asset and starts behaving like a global monetary reserve race. This is where the $1 million Bitcoin thesis today's episode of Bitcoin News alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states. With its two juicy beef patties and three slices of melted cheese topped with tangy Big Arch sauce. The Big Arch is what happens when you start making a McDonald's burger and never stop. The big arch, the most McDonald's, McDonald's burger yet for a limited time begins to truly make sense. Not because of speculation, but because of the competition for the fixed asset. Historically, the world stored value in gold, you know, for thousands of years. Gold's market cap today is roughly 36 trillion. If Bitcoin eventually reaches a gold parity, the math points towards roughly 1.7 million per BTC. And that's just matching gold. But the corporate hash war doesn't stop there. Because Bitcoin has properties gold has never had, including perfect portability, instant settlement, verifiable supply, digital custody, global liquidity, and unconfiscatable and unwittable. Which means Bitcoin isn't just competing with gold. It's competing with every major store of value on the planet. Real estate, government bonds, equity, treasury reserves and sovereign wealth assets. Together, those markets represent hundreds of trillions of dollars. And think how early we are fam. Bitcoin today is between 1.3, 1.4 trillion. So we have a lot of upside. If Bitcoin captures even a small portion of that capital, the numbers escalate quickly at roughly 36 trillion. Bitcoin approaches 1.7 million per coin at 100 trillion, which I genuinely you genuinely believe will happen in my lifetime. Bitcoin will enter the 4 to 5 million dollar range and it becomes a dominant global reserve asset competing with sovereign monetary systems. The math begins pointing towards 10 million plus per bitcoin and the long term models I know you've heard it before from Michael Sailor and many others. Not because the height but because the global capital reallocation into the finite asset. Once the corporations, the institutions and nation states all begin competing for the same fixed supply, bitcoin dungeons move higher. It reprices violently. That's the real implication of the corporate hash war. And it may only just be getting started. A very fascinating story we will cover today as well. A French couple robbed of a million in bitcoin by criminals pretending to be the police. But first let's go into strc. They just had their biggest issuance day with a 1420 Bitcoin buy. And Samson M just posted they amended the ATM so STRC can now issue shares pre market and postmarket Sailors optimizing the AC disc for the bitcoin singularity. So again, a lot of, you know, a lot of interesting things happening here. Sailor, the world's largest public holder of the bitcoin sold the record amount of its perpetual preferred equity after amending its sales rules on Monday. Strategy just bought 1420 Bitcoin in a single day after selling 2.4 million STR shares through the ATM program. According to STR Live. The amount marks the largest estimated daily issuance TWRC and Bitcoin purchases surpassing the previous record of 1069. Strategy announced the major rule change to the at the market share sales program allowing a second agent to sell the securities before the U S market even opens and after it closes. And this morning it sold out of more than the bitcoin issued daily, which I believe is 450 a day before the market open, even open. So strc is strategies variable rate preferred stock. Perpetual, launched July of 2025, is one of several securities the company uses to help fund the bitcoin treasury strategy alongside other ATM programs such as strd, STRF and STRK and the common stock MSTR strategy says the stock pays monthly variable cash dividends with an annualized rate for March set at 11 and a half percent. And as I shared earlier, if you had, you know, roughly 850,000 invested in STRC, you'd be receiving $100,000 a year in income just through their high yield paying program. And of course it's backed by Sailors bitcoin supply. He has over 700,000 bitcoin in strategy so this is pretty phenomenal for high yield investors seeking effective yields. It breaks it down here right now and it's going bonkers. Some market observers said the updated sales structure can make it easier for strategy to issue stock more efficiently during pre market and after hours trading, potentially accelerating future capital raises, which is precisely what's happening. A lot more capital will be raised and a lot more Bitcoin will be purchased strategy has unlocked the Pre Market aftermarket ATMs, which means they can issue and sell new shares even outside regular trading hours. Translation A lot more capital will be raised and a lot more Bitcoin will be purchased. Supply Shock Send it and according to the STRC Live, last week's estimate suggested STRC proceeds would fund the weekly purchase of roughly 4,300 Bitcoin. However, the actual purchase exceeded it blew past expectations, selling 378 million in STRC. In its filing with the SEC on Monday, the company reported a massive 1.3 billion bitcoin purchase, marking one of the largest bitcoin acquisitions on record. Common stock MSTR accounted for the largest proceeds and reported sales, generating nearly 900 million in proceeds. The results for STRC underscore ongoing rapid acceleration in investor interest despite the bitcoin price trading below Strategies reported average cost basis which is currently 75, 8, 62 dollars. But yeah, let's continue. Fascinating story. I didn't read it in advance. And reminder, I don't read any story in advance. I read the headlines. And the headlines that capture my interest. I know are good to share with you guys. But check it French couple robbed of a million dollars in Bitcoin by criminals posing as the police. That's right, a French couple in their 50s, late 50s, forced to transfer over 900€000, close to a million USD in Bitcoin. Here's the key. During a fake police raid at their home in West Paris in the latest violent attack targeting crypto holders in France. According to the TF1 Info and the agents France press three suspects posing as police officers entering the couple's home Monday morning in La Chestney in the Uvalines department forced the husband to transfer the bitcoin while threatening the pair with a knife. And According to the TF1 info in the AFP, attackers then tied up the man, injured both victims and fled in a white van. Right off the riff. Here's what up if 3 Approach your house at the door dressed as police and maybe they have fake badges and it could be very deceiving. A lot of people are going to open their door thinking it's legit only to find out it's some form of a scam with people impersonating police officers. Cuz police officers aren't going to pull out a knife and threaten you and force you to hand over your crypto keys. So do you even answer the door? How can you verify it's a legit authentic police officer? 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. The new gum health hero is here from Parodontax the experts in gum care. Parodontax Gum Strengthen and protect Strengthens the gum seal by killing plaque bacteria along the gum line for a stronger and tighter seal between the gums and teeth. Clinically proven to reduce bleeding and now with hyaluronic acid for foaming action. Brush and rinse twice daily to protect against plaque, keep gums tight and enjoy long lasting gum health. Paradontax Strong gums, healthy smile. That's something I'm thinking out loud. Help me understand this. The women later freed her husband and altered the neighbors or alerted them at 9am According to the reports. The prosecutor's office said the case is being investigated by the Brigade for the Repression of Banditry on allegations of including sequestration, arm robbery by an organized gang and criminal. What about impersonating an officer? That's a big one as well. Wrench Attacks the alarming rise as France suffers the most incidents I wonder why? It's France, but yeah, the attack adds to the rise of the so called wrench attacks in which criminals use threats or violence to force crypto holders to surrender digital assets. Wrench attacks increased by 75% in 2025 to 72 verified cases worldwide, according to cyber security platform Certik. France saw the biggest number of such incidents in 2025 with 19 confirmed wrench attacks, while Europe accounted for roughly 40% of the global incidents. France has already seen several high profile crypto linked abductions and home invasion cases this year. And at the beginning of February, French police arrested six people over a kidnapping of a magistrate and her mother in a crypto link ransom attack targeting the magistrate's partner, a crypto entrepreneur. And days after this incident, French authorities arrested three suspects after a break in targeting the home of an executive at the Binance France. And if you think this is getting out of control now, just imagine as the bitcoin price continues going up forever. Laura, that's kind of scary, you know what I mean? So be careful out there it's better to be a low key satoshi than a loud mouth braggadocious. Yeah, I mean it's just crazy. But I think the sage advice you drop Never open your door for the cops unless they have a legit warrant. You can inspect the warrant, text me the warrant, you know, verify it's a true warrant. Not some just like they can order a fake badge. You know, a lot of people can impersonate cops and robbers. Cops and robbers, you know. But anyways, next story of the day Bitcoin's quantum upgrade path with the bip 360 changes and what it doesn't this is a very long deep dive, so I'm just going to give you some of the key takeaways here. VIP360 formally puts quantum resistance on bitcoin's road map for the first time. It represents a measured incremental step rather than a dramatic cryptographic overhaul. Quantum risk primarily targets exposed public keys, not Bitcoin Shot256 hashing making public key exposure the central vulnerability developers aim to reduce. BIP 360 introduces pay to Merkle root which removes the tap root key path spending option, forcing all spends through a script to minimalize the elliptic curve exposure. Smart contract flexibility remains intact. P2MR. Still supports the multi sig time locks and complex custody structures via the tap script Merkel trees. Now I know this is very dorky language most of you guys aren't going to understand. I know because I don't truly understand what the we're talking about here. Pay to Merkel root, tap root key path, all this. But bottom line, let's dive a little deeper why the quantum computing poses a risk to Bitcoin key distinctions Quantum attacks hit public key cryptography hardest, not the hashing. The bitcoin shot 256 remain relatively strong against quantum methods. Grover's algorithm only provides a quadratic speed up, not exponential. The real risk appears when the public keys become exposed on the blockchain. So for example, anyone flexing their private keys can become a potential honey pot to the hackers using the quantum technology. But if they don't know which wallet is holding the keys because it's never exposed publicly, then obviously it's going to be that much more difficult for them to ever hack. So you got to keep that in mind. The Internals of the SHA 256 when hashing the 640 bit message this is a breakdown for you dorks. Remember you can't short your dorks. Get with the program Bitcoin's vulnerabilities this year not every address type and the bitcoin network faces the same level of quantum threat. For example, reuse addresses spending reveals the public key on chain, leaving it exposed to a future cryptography. Basically the quantum, you know, hacking legacy pay to public key outputs, early bitcoin transactions directly embedded public keys, transaction outputs and the tap root key path sends of 2021 offers two paths, a compact key or a script path. How to pay with a public key There's a breakdown here with the infographic what the bip360 introduces, reveal the script leaf, provide the merkle proof, etc. Etc. What VIP360 preserves, multi sig setups, time locks, conditional payments, inheritance games and advanced custody. Practical implications Wallets could introduce opt in P2MR. Addresses as a quantum hardened choice for new coins or long term holdings. Transactions will be slightly larger, potentially raising fees somewhat compared to taproot keys path spends and a full rollout would require updates to wallets, exchanges, custodians. But easy peasy just transfer your you know crypto to a new wallet you know which is more advanced and less likely to be hacked. So what the BIP 360 explicitly does not do no automatic upgrade for existing coins, no new post quantum signatures and no complete quantum immunity. Why developers are acting now if consensus bills a face off fork could unfold activating the P2MR. Output wallets, exchanges and custodians add support gradual user migration over the years. This mirrors the optional widespread adoption of the SEGWIT and tap root and my understanding is segwit is a lot more difficult to hack these wallets. The broader debate around the BIP360 are modest fee increases acceptable for the hodlers? Should institutions lead the migration? What about the coins which never move and how should the wallet signal quantum safety without causing unnecessary alarm? What users can do right now? Never reuse addresses and I think by default wallets like Treasure. Every time you receive a new address it'll give you something new versus reusing the same thing because then again you can become targeted. Stick with up to date wallet software, follow protocol upgrade news and watch for P2MR. Support and wallets. Those with large holdings should quietly map exposures and consider contingency plans. And if you don't know now you know. Next story Bitcoin versus the Gold ETF flows pointing to the early capital rotation signs all the flow going into the bitcoin right now I think Goldmark how I looked it up earlier it was currently 36 trillion and it did hit over 40 trillion when gold was at the all time high more recently of 5700 announced. But according to the BC letter, the largest US gold back ETF GLD recorded 3 billion of outflows. Interesting. That was on Wednesday, the largest daily withdrawal in more than two years. The move followed a 4% decline in the gold price, the sharpest drop since the January 30th. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states Sell off so where do you think all that capital is going? Gold ETFs have attracted almost 19 billion in January, another 5 billion in February, marking the strongest two month start to a year on record and extending the nine month inflow streak. The latest outflow points to investors tasking profits after gold's massive rally of 2025 in the fourth quarter. There Bitcoin ETF flows move to the opposite direction over the past last month. The 30 day net flow shifted to a 273 million inflow on March 6 to 1.9 billion outflow on February 6. The holdings data measured in native units showed a divergence. More clearly, the Bitcoin ETF balances moved to a net increase of 4,021 Bitcoin on March 6 from negative 42,000 February 6. The gold ETF holdings declined from 1.4 million ounces to 621,000 ounces during the same period. Quoting Joe Consorti here Gold is stalling out while bitcoins are soaring. Bitcoin is set to overtake gold's percentage growth over the last month as the U S economy accelerates and risk sediment improves. The anticipated risk off risk on rotation could be underway. That's right and in a 2026 Look Ahead report released the end of December 2025, Fidelity's analyst Chris Cooper noted goal 65% return in 2025 was the fourth largest annual gain since the end of the goal standard with respect to the past rallies, noting that gold is potentially near the late stages of the leadership cycle between the two assets. Quoting them here Historically gold and bitcoin have and my apologies, I thought I was sharing my screen the whole time. Historically gold and bitcoin have taken turns out performing with gold shining in 2025. It would not be so surprising if Bitcoin takes the lead next and as illustrated in the chart which shows you the Bitcoin to goal ratio analysis, bitcoin needed roughly 147 days or 21 weeks to establish a sustained trend outperforming gold after Bitcoin's 2022. Bottom the period marked the consolidation phase before the ratio began trending higher, and the Bitcoin to gold ratio currently trades near the same consolidation zone seen during the near rotation phase of 2022. 2023 also added that both assets can benefit from the persistent fiscal deficits, trade tensions and geopolitical uncertainty as investors seek neutral stores of value outside traditional monetary systems. Now for our final story of the day. U S Strategic Bitcoin Reserve Gains Bipartisan Backing, at least according to the White House advisor. That's right, Patrick Witt, on March 9 at the Economic Club in New York was speaking and he is also director of the President's Council of Advisors for Digital Assets. Here's what he said Some bipartisan support for legislation to codify the US Strategic Bitcoin Reserve, even if the timing may slip beyond the current progress. So he's ultimately saying this is happening. President Trump signed the Executive Order, as we know, creating Strategic Bitcoin Reserve that was all the way back on March 6th. So literally it was a year ago. The order directed the treasury to set up an office to control the reserve, capitalize it with forfeited Bitcoin already held by the government, and keep Bitcoin in the reserve from being sold. Also authorized treasury and Commerce to develop budget neutral strategies for acquiring additional Bitcoin without imposing incremental cost to the taxpayers. So as long as it's budget neutral and doesn't cost taxpayers a dime, they're allowed to accumulate. You know, the bitcoin, and I remember Cynthia Lumus proposed a million bitcoin for the US purchasing roughly 200,000 per year over the course of five years. Now, the order also came with concrete deadlines. Agencies had 30 days which expired April 5, 2025, to review whether they would transfer government held Bitcoin into the reserve and to provide a full accounting of digital assets in their possession. The treasury then had 60 days which the deadline May 5, 2025 to deliver the legal and investment evaluation on how the reserve should be established and managed, including whether further legislation would be needed. The most substantive official update arrived July 30 last year, when president of the Working Group on Digital Assets said the treasury had already delivered those considerations to the White house under section 3e of the Order and would keep coordinating on appropriate next steps to operationalize the Reserve. The White House was still publicly describing the Reserve as an established policy as recently as January 20th of this year. Now, one important caveat remains. Those deadlines produced internal reporting, not a public accountant of the Reserve. In other words, agencies were required to report what they held. The treasury was required to report back to the White House. But the administration had still not publicly disclosed how many Bitcoin are actually in the strategic Bitcoin Reserve. So for the public, that leaves a crucial piece of the story unresolved. The Reserve exists on paper and as an executive policy, but its confirmed size still is a mystery. That leaves the current status fairly clear, even if not fully transparent. The Reserve exists as an executive branch policy. When this was first announced, it was like a big deal and the crypto folks were going crazy. You know, Bitcoin was doing its thing. There was all the hype behind having a pro crypto administration, you know, for the first time. And we did actually get a bitcoin strategic reserve, which a lot of people speculated would never happen, especially in the United States. There's only a few proponents who are calling for it. And here we are. We have it also the digital asset executive order. But there's been virtually no movement. Nothing has been verified. We don't know how many coins are in the strategic Bitcoin reserve. There's still rumors that the US government collectively has 300, 000 Bitcoin in their possession. But is this thing going to move along? Are we finally going to get some, you know, bitcoin ammunition in our strategic reserve, or are we going to allow the other countries to lead the way? That's the question. And don't forget to check out bitcoinnewsalerts.net for the full premium experience with video and to participate in the live stream along with the Q A. And I look forward to seeing you on tomorrow's episode. Hoddle.
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