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fam to the number one Bitcoin pod in today's show. We'll break down the corporate bitcoin supply shock. That's right, strategy buys outpace the new bitcoin supply by 700%. I'm going to share with you how bitcoin can see 400th,000 per coin fast at this strc buy rate. Also Rich Dad Robert Kiyosaki says, I Predict Bitcoin will hit 750,000 a coin a year after the crash. I'll be breaking it down for you. Also Bitcoin Standard author explores reality where decentralized gold stop World War I. We'll also discuss Mastercard agrees to acquire BVNK and a $1.8 billion stablecoin deal as well as wife use CCTV to steal $176 million of husband's crypto. According to the UK court. I'll be breaking this down for you as well as US Bitcoin E test post 6 day inflow streak as crypto rallies that's right, Bitcoin did touch 76, 000. 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's episode 2282. I'm your host JV alongside the Fed chair Nipinator Keeping them nipa Nathan. Today is March 17, 2026. We did touch 76000 yesterday. We had a hell of a pump. Then we cracked it and we're pumping again. About to recapture 75, 000 at the time of the live. Let's kick it off with our feature story of the day. The the corporate bitcoin supply shock. We're going to do a deep dive on this and how the bitcoin price can likely hit 400,000 per coin as strategy buys outpace the new bitcoin supply by 700%. And I ain't making this number up. You can see it's published right here. Bitcoin can see 400,000 fast as this STRC buy rate continues as they're purchasing unprecedented amounts of bitcoin right now. So let me break it down for you. A structural shift is quietly unfolding inside the bitcoin market. For most of Bitcoin's history the primary driver of supply scarcity has been the four year having cycle. Every four years the network cuts new bitcoin issuance in half. First having was 2012, then 2016, 2020 and 2024. Reducing the number of coins entering the market and historically triggering the next major or bull run. But something new is now happening. For the first time in Bitcoin history, corporate capital markets can be creating a larger supply shock than the having itself. Michael Sailor strategy is now purchasing bitcoin faster than the global mining industry can produce it. Last week alone strategy acquired 22, 3, 37 Bitcoin. It was roughly a $1.5 billion purchase. And at the current post having mining rate of roughly 450 bitcoin per day. That purchase represents nearly seven weeks global bitcoin mining supply. Can you say supply shock? Think about that for a moment. In just one week a single company bought what the bitcoin network takes almost two months to produce. And this wasn't a one off event. The week before that strategy purchased about 18000 Bitcoin representing five to six weeks of the newly mined Bitcoin. We know every 10 minutes it's 3.125 Bitcoin gets rewarded to the miners and that's 450 per day. And Sailor single handedly is like I'll scoop all Those up times 567 plays and across multiple weeks. Now strategies purchases have consistently absorbed far more Bitcoin than the miners are creating. Zoom out even further and the trend becomes even more striking over longer post having periods. Corporate treasuries led by strategy are absorbing Bitcoin at roughly 2.8x the rate of the new mining supply. In other words, the corporate treasury race is now consuming Bitcoin much faster than the protocol and can create it. This fundamentally changes the supply dynamics of the Bitcoin market. So for years the dominant narrative was simply Bitcoin having reduces supply, bull market begins. But if institutions and corporations start purchasing Bitcoin faster than the miners can produce it, the having may no longer be the main supply shock. Instead, corporate accumulation becomes the new supply shock. And strategy is building the capital engine to do just that. Through financial instruments like STRC, which is their high yield dividend that pays 11 a half percent annually, strategy can continuously raise capital from traditional markets and convert it directly into Bitcoin. It's like they discovered the infinite money glitch. They can raise unlimited capital and then just put it all into Bitcoin. What we're witnessing is essentially Wall street liquidity being transformed into bitty accumulation, capital markets, strategy, securities, then Bitcoin purchases. This process effectively turns the traditional financial system into a Bitcoin acquisition machine which and when demand consistently exceeds new supply markets only have one mechanism to restore equilibrium. Price must rise. Hence it's going up forever. Laura, Historically, Bitcoin bull markets have been triggered by the supply shocks. When fewer coins are available on the market and demand continues to grow. And the result has always been the same, a massive repricing of the asset. Analysts studying the Bitcoin long term technical structure have pointed to another interesting factor. Bitcoin's recently retested its six year ascending trend line support. A level that previously marked major cycle bottoms of 2018, 2020 and 2022. Each time Bitcoin rebounded from the structural support level, the resulting bull market has been explosive. The last rebound from this trend line produced roughly a 450% rally at the Bitcoin price. If a similar 450% move occurred from the current price level, Bitcoin would be roughly 400,000 per coin. Can we see that this cycle? Absolutely. Brace yourself. But even that number may be underestimating the magnitude of the structural shift now unfolding. Because the corporate treasury race is still in its earliest stages, today's strategy is the dominant corporate accumulator, a Bitcoin by a long shot. But what happens if dozens of competing companies begin following the same strategy? And by the way, there's now 200 corporate treasury Bitcoin strategy plays out there, which were all inspired or birthed due to the sailor put. Now the total addressable pools of capital that could eventually rotate into bitcoin are enormous. We're talking collectively over $800 trillion worth of capital. Consider that scale of the global capital markets today, including the gold market cap at 36 trillion global equities at 127 trillion sovereign bond markets at 133 trillion global real estate 393 trillion in global foreign exchange reserves the 13 trillion bitcoin's entire market cap today is only a tiny fraction for everyone who solves crime from their couch, knows more about forensics than their own job, and has trust issues with small town sheriffs. 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repairs of the global asset pool. That's right, it's like 1.5 trillion. So if Bitcoin were to reach gold parity alone, matching gold's roughly 36 trillion market cap, that would imply a bitcoin price of approximately 1.7 million per coin. I repeat, well, 1.7 million per coin in that scenario, as soon as bitcoin captures only the role currently held by gold as a global store value. But let's not forget there's real estate in all the other markets. Bitcoin has characteristics that gold does not. Bitcoin is perfectly scarce, digitally transferable, globally verifiable, impossible to debase, and easily stored without physical custody risk. And also, it's unconfiscatable. Because of these properties, some analysts believe bitcoin could eventually capture portions of the multiple global asset classes, not just gold. Gold is just a fraction of the overall liquidity pool that we shall tap into. It's all going to zero against Bitcoin. Even a small percentage rotations in these markets could have enormous price implications. Here's a little example. And if only 5% of the global real estate market would have migrated into Bitcoin, that alone would represent roughly 19 trillion worth of capital. That's like, you know, another 19x from here baby. Combined with institutional demand, sovereign adoption, corporate treasury accumulation, supply demand imbalances could become extreme. Which brings us back to the key point. Bitcoin's total supply permanently capped at 21 million. More than 19 million bitcoin have already been mined. In fact we just recently hit 20 million. So there's less than 1 million more bitcoin to be mined between now and the year 2140. And an estimated 3 to 4 million bitcoin permanently lost. And that's being conservative. That means the truly liquid supply available to the market is far smaller than most people realize. Now imagine a scenario where large corporations begin competing to acquire Bitcoin reserves. Each company buying tens of thousands of bitcoin each treasury removing coins from circulation. Each accumulation cycle shrinking the number of available whole coins. That process just doesn't reduce supply. It's transforming Bitcoin into an increasingly scarce strategic reserve asset. And that's why we have the Bitcoin strategic reserve. And if the current pace of corporate accumulation continues, the market may soon discover something remarkable. The next major bitcoin supply shock may not come from the 2028 having. Meaning we don't need to necessarily wait till 2028 to hit the next all time high. We could engineer the price reaction of a having in between the having due to the corporate bitcoin supply shock. Do you understand? And thanks to Sailor, it may already be happening right now. Because when companies begin buying Bitcoin faster than the network can produce it, supply shock is no longer theoretical. It's already underway. And that's when the real repricing of Bitcoin begins. And let's see if there's any worthy charts I can share with you here. Here you can see STRC at the money sales. And this is unprecedented volume right now. And it's due to STRC they're able to raise so much money which is what they're using to buy the bitcoin. Also STRC may break the Bitcoin for your having cycle. That's the theme if you haven't figured it out. In this chart shows you the bitcoin price performance since the having. And it also shows you the different epochs of the different havings now also 400,000 fast at this STRC buy rate. So again, if this just continues to at the rate we're going, expect Bitcoin to manifest 400,000 price target. And here you can see strategies Bitcoin on the balance sheet. And it's just unprecedented. They already have over 3% of the Bitcoin supply. You know, when they get a million bitscoin on the balance sheet, we're talking 5% of the Bitcoin supply. And that's one company. And as a bonus, I want to read to you Robert Kaki's post here I find interesting. He wrote biggest bubble burst. I do not know what pin, what event will pop the biggest bubble in history? What whatever the event the pin is near, it is not if I think bitcoin is the pin, it's when and when the bubbles go bust. I predict gold to hit 35,000 an ounce one year after the gold bubble goes pop. Now obviously that's a very bullish gold prediction. As you know, gold just recently hit roughly $5,700 an ounce, which is a new all time high after being stagnant around the $2,000 mark for the past decade. Now he says I predict silver to hit 200 an ounce a year after the bust. Then he says I predict bitcoin to hit 750,000 a coin a year after the crash. So 750J's send it now. One of the most outrageous predictions. I predict ethereum to be 95,000 a year after the crash. I'm going to heavily disagree with this particular one, but again, I don't mind if bitcoin goes to 750G's I can give two wherever the Ethereum price action may be or precious metals. But then he says time to get richer. What are your thoughts surrounding some of these advantageous targets, including rich dad projecting Bitcoin hitting 750G's one year after the crash. And is he referencing the crash that already happened when we bottomed out at 59.9? Or is he projecting a future crash that's uncertain? And what are your thoughts on the unprecedented buying volume of STRC and strategy right now purchasing up seven times the daily mine supply calls in a bitcoin supply shocks and then the bitcoin price to 400,000 per coin. Next story. Bitcoin standard author referring to siphon amas explores the reality where decentralized gold stopped World War I. I mean these were the good old days. Obviously I wasn't around back then. But what a great time to be alive. Whatever's going on here, I can't even explain. It looks like chariots, cars, guns. You know, I see a sword, you know, I can see the. The oracle dueling at these days, you know, gold plains and central banking. I mean you guys should have already read the gold. What's it called? The Bitcoin standard, which is a classic book by Siphon. He also has the Fiat standard, by the way, which is newer, which you know, is all that kind of stuff. Look at these planes. Is this the right brothers? This is going way back, 1915. The guns are silent, the trenches are empty, and the peace breaks out in Europe. The form of governance for higher corporate government emerges. The tribal considerations of nationality, ethnicity, religion become increasingly separated from the government. Now I personally think everything should be separated from the government. Obvious things, money. Let's separate, you know, money from the state. And that's what Bitcoin does. That's why I love it. And we got to separate health from the government. Can we all agree they don't have our best interests at hand? People chose to live under the government that provided them security and services at the lower cost. Comfort is taken for granted and prosperity is ordinary. Technology shortens the chores.
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Travel is so fast and energy is so abundant that they barely think about it. From gold Bug to Bitcoin to the trenches, you know what I mean? The gold standard. This is actually the newer book from Cyberian and alternative history, the 20th century. Because remember whoever wrote the history books, that's his story. History is his story. Rockefeller because the government system introduced the Rockefeller education I call it the government system in our educational system pushing all whatever their agendas were. You know what I mean? I'm not going to read all this, I'm just scrolling through. But again these were the very interesting times. Airplanes just being invented. This was 1909. This is called the blur Lloyd 11 plane. If I'm reading that Roman numeral right which the aviator crossed English Channel again 1909. The good old days. You know if the money is kept then the people will save it. They'll accumulate capital. Then the world becomes more capital, abundant. We have more capital, capital becomes cheaper. People are able to invest more, they're able to save more, they're able to grow more. And so you put all of these things together and you'll have an amazing world. And it's just a very different world now. Clearly we're not living in that world today. They like to keep us enslaved with government debt. And that's precisely what we get. More debt every year. More inflation, less purchasing power of the world. Reserve currency. But thank God for the bitcoin. It's our savior truly. You know it separates money from state. It's the only way. Otherwise we're doomed. Then Epstein's clients would be controlling our money and we can't have that, can we? Absolutely not. Okay, let's continue. Next up yo, MasterCard agrees to acquire BVNK and a 1.8 billion dollar stablecoin deal. Yo, that sounds like a big deal. The deal includes up to 300 million of Congress contingent payments and is intended to strengthen the mastercard ability to connect the fiat payment rails with the on chain transactions. The company said on a taco Tuesday we expect the most financial institutions and fintechs will in time provide digital currency services be it with stables or tokenized deposits. BBNK, founded in 2021 provides infrastructure that allows the businesses to send and receive payments across the major blockchain networks in more than 130 countries. I've never even heard of BVNK. Let me know if you got one near you. Its platform is designed to bridge the fiat currency in the stables, enabling use cases such as cross border payments, payouts and business transactions. Coinbase walks away from the BVNK deal. That's right. November 2025. Coinbase and BVNK announced they had mutually walked away from a proposed $2 billion acquisition that had reached the due diligence stage. No reason was disclosed for the cancellation of the deal. BVNK received investment from a number of major traditional payment firms. In May of 2025, Visa made a strategic investment in the company through the Visa venture arm, which came after the stablecoin infrastructure company closed a 50 million Series B funding round led by Han ventures. And in October 2025, City Group's venture arm City Ventures also invested in BVNK. And while the investment size was not disclosed, BVNK said at the time the valuation surpassed seven hundred and fifty million. And then last week we had Stanley Drunken Miller. What a great name. On a St. Patrick's Day celebration, drunken Miller, he's getting drunk from the Jameson Long live the king. Stable Coins and Blockchain Tech could reshape the global payments within the next decade. Citing the speed, efficiency and lower cost compared to traditional systems, he argues Stable Coins could eventually replace existing payment rails. Even as it remains skeptical about the crypto role as a long term store of value, it does make good point there. Stable Coins will be disguised as the CBDC to usher in the new world order. That's what the powers that be are working on right now. At war with Iran. And once the takeover is complete, everything's going to be digitized on the blockchain. This is an interesting headline. Wife used CCTV to steal $176 million of husband's crypto Holy moly. That's a large amount of funds. Almost $200 million. Bro. UK resident accused his estranged wife of stealing 2323 Bitcoin from his treasure. Oh no. This was in 2023, alleging she used a security camera to capture the seed phrase and wallet access codes. In a court judgment by Justice Cotter filed by the UK High Court of Justice last Tuesday, lawyers acting for the claimant Ping Fi Yan alleged that his wife Fun Young Lee I love the Chinese names and her sister Convertly recorded him to obtain the seed phrase and transfer 176 million in Bitcoin to 71 different addresses. Never trust your spouse, ladies and gentlemen, when it comes to crypto. After allegedly being tipped off by his daughter about the plot, God bless her. Ping installed audio recording equipment and claims he captured fun discussing the theft and how to move large sums of money without attracting the attention of the banks or the law enforcement. This is where having a daughter pays off, gentlemen. No transactions have taken place at any of the wallet addresses since December 21, 2023, according to the documents of the court. Ping reported the alleged theft to the police shortly after the last transfer of December. Law enforcement arrested the wife and confiscated several cold wallets and watches. She was later released on bail while the police investigated. Authorities later stated there would be no further action pending new evidence. Now wallets have been targeted by dusting attacks November last year, nearly two years after the alleged theft, Ping applied for an asset preservation injunction asking the court to freeze all the crypto associated with a wife, formally declare his ownership of the bitcoin, and either return or award him the equivalent value in fiat. He also claimed to be monitoring the bitcoin addresses, expressing concern that they had been targeted in a crypto dusting attack. Now dusting attacks involve bad actors, sending small amounts of crypto to wallets to track crypto activity, identifying the owners of the wallets with large holdings for follow up fishing and other scams. A separate incident September 2024 allegedly involved a violent confrontation between Ping and Fun, resulting in charges against Ping of an assault, occasionally actually bodily harm and two accounts of common assault to which he later pleaded guilty. The judge says the husband has a high chance of winning, quoting him here her in the judgment the claimant had demonstrated very high probability of success. The evidence is that he was warned of what the first defendant was seeking to do. The transcripts are damned and when the first defendant's property was searched, the necessary equipment to exfilrate the bitcoin was found. Cotter also noted if the pair cannot agree on how to proceed, the court will schedule a case management hearing. He also recommended an early trial, which he described unnecessary given the security threats and the volatility of the value of the BTC for everyone who solves crime from their couch, knows more about forensics than their own job, and has trust issues with small town sheriffs. Amazon Music's millions of podcast episodes are calling. Just download the Amazon Music app and start listening to your favorite true crime podcasts ad free included with prime when was the last time you felt in
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technology company, not a bank. Banking services provided by lead bank member, FDIC. But there you go yo. 173 million dollar theft. If it wasn't for the daughter, yeah, maybe the wife would have got away with it. Next up US Bitcoin E tests post six day inflow straight as crypto rallies Bitcoin did tap 76. We had a hell of a run yesterday. In fact we had a Sunday, Monday pump. Let's continue to pump, pump, pump, pump it up. The bitwise Bitcoin ETF Franklin Bitcoin ETF had the inflows of flowing. Vaneck inflows of flowing, a bit inflows of flowing. Obviously they always lead the way. That's Black Rock. They had roughly 200 million in net inflows on Monday. And whenever we have positive inflows across the board, the price appreciates. And that's what we're witnessing. Not only a Sailor buying up all the bitties via strc raising all the capital, but we also got the Black Rock and the Fidelity and the rest of the the squad stacking the bitties again. Rumors of progress have helped the btc. Santa said rumors are swirling about progress being made by the U.S. iran, Israel have been contributing factor to Bitcoin soaring above the 744 mark for the first time six weeks. This bullish momentum has been enough to push the FOMO like a mofo to the highest level since the Jan 2nd. Now in spite of the global uncertainty at the moment, traders are once again seeing crypto as a sector with rise potential in the coming weeks and months. That's right, we're going up forever. Laura, get with the program, get left behind, stack the bitties. No Diddy. Bitcoin sparks a bull trap Warning after the bitcoin price rejects at 76 G's. This is getting crazy. We did touch 76, then we corrected 72. We're right back at 75. At a time of the live crypto quant shared some insights saying the bitcoin market's currently exposing critical structural vulnerability as it transitions from a healthy spot LE regime to an overheated rally driven primarily by derivatives. Several factors support the theory including Coinbase Premium Index, the difference in price between Coinbase and Binance pairs. Despite Bitcoin hitting six week highs, index continues to dip in negative territory pointing to the lack of the US spot demand. But ain't Sailor making up for that? In this absence of the spot buying support, we're witnessing an extreme decoupling between investor cohorts where the smart money is tactically distributing its supply as outline here. Man, this Shows you the Bitcoin Coinbase premium now fellow cryptoquant contributor drew a line of distinction between the old and the new investors quoting them here. Recent on chain data shows the OG investors like Nipinator are distributing while new investors are entering the market indicating a clear transfer of ownership. The core issue is with the open interest which shows the market in a precarious situation. On the one hour time frame a divergence between the price of the open interest is emerging. While the spot market shows strength, futures traders appear reluctant to take on additional risks. Ask McDonald's MACD continued in this lack of the bullish positioning of the futures market continues. The current mood move could turn into the bull trap. Do you think this is a big bull trap or do you think this is a legit rally and we'll get back to the 80s and we do have Acme futures gaps in that 815 we're not too far from that right now. One more pumpy pump will close the gap. But what are your thoughts? The bitcoin price upswing will be a challenging according to some of the experts. Data from Coin Glass showed the price Stalin midway through the ass liquidity of 76J's project Looking Glass. Look it up before reversing and here's the bitcoin liquidation heat map for the past 24 hours brought to you about the Coin Glass for the largest exchange finance you know. Market participants thus remain level headed when it comes to the broader market recovery. Bulls are currently attempting to flip the resistance at the second quarter 2024 timescape level. And now psychological resistance at 75 GS is coming into focus. If the bulls can push higher the next target for Q2 2025 at a time skate level 78. 3 and 82. 5 we close the gap. Hip hop you know don't fall for the trap. The confluence between the moving averages, the timescape levels, the structure, the add in the strength for the levels. There's just a lot of ass liquidity laddered between here and there, there and here. That'll make the move a challenge. So be prepared. Your best offense is a defense. Your best defense is good offense. Take notes. I learned that from John Madden. Bitcoins forming a textbook bear flag. But does Mr. Crypto know his? That's the question of the day. Who you gonna listen to? Let me know. Check it out. Coinmarkcap.com Get a fresh little refreshy fresh. Total market cap still on the climb up another quarter percent on the day sitting at 2.55 trillion. Bitcoin market cap almost 1.5 trillion. We're slowly climbing. Checking out the Crypto Greed and Fear index. We're no longer an extreme fear. Let's celebrate with a beer. So St. Patty's Day broskis, we're at a 28 and fear on the day and checking out the time chain calendar. We're on block high 941,055 so you know precisely what to do. 1341 sats per dollar. You pick up the sats, pick up a couple of bitcoin caps from my boy sergio@bitcoincaps.net and pack some gats just in case the forces of evil leprechauns come try to take your shillings whether it's cold storage bitties or gold silver. Can't trust the leprechauns, you know what I mean? 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. Has the news been getting you down? I'm Megan McCardell and I'm here to help. I'm the host of a new show from Washington Post Opinion called Reasonably Optimistic and it's an antidote to the pessimism that's riddling America right now. Every Wednesday I'm going to talk to people who see a path forward. It does seem to me that there
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You know, I am a believer in America and it's worth fighting for. Join me Wednesdays on YouTube or wherever you get your podcasts. Hey it's Howie Mandel and I am inviting you to witness history as me and my How We Do It Gaming team take on Gilly the King and wallow two six seven's million dollars gaming in an epic Global Gaming League video game showdown. Four rounds, multiple games, one winner, plus a halftime performance by multi platinum artist Travy McCoy. Watch all the action and see who wins and advances to the championship match against Neo right now@globalgamingleague.com that's globalgamingam. Gamingleague.com everybody games.
Episode 2282: Strategy Buying 7 Weeks of Bitcoin Supply - Global Supply Shock
Date: March 17, 2026
Host: JV (with co-host Nipinator)
In this episode, the host deep-dives into the unprecedented corporate-driven bitcoin supply shock, spearheaded by Strategy’s (STRC) aggressive accumulation, buying up to 7 weeks’ worth of newly mined Bitcoin in a single week. The episode discusses how this event may prove even more significant than the traditional halving cycles, potentially propelling the Bitcoin price toward $400,000 (and beyond), with implications for broader financial markets. The show also covers Robert Kiyosaki’s latest price predictions, a breakdown of a high-profile crypto theft case, Mastercard’s $1.8 billion stablecoin acquisition, and current BTC bull/bear market signals.
[02:00–09:45]
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[25:18–29:00]
This episode sends an emphatic, bullish message: the corporate-fueled supply shock (led by STRC and Michael Saylor) could rewrite Bitcoin market dynamics, trumping even the long-celebrated halving narrative. With institutions scooping up more BTC than miners can produce, price “repricing” may occur faster and more violently than previous cycles. Alongside coverage of high-profile predictions, thefts, and mainstream finance’s continued embrace of blockchain and stablecoins, the message is clear:
Get in, or get left behind. Stack hard. Stay sovereign.