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JV (Podcast Host)
and Sunday welcome everyone to the number one Bitcoin pod in today's show. We'll discuss a $2 million Bitcoin liquidity crisis is forming right now and the signal just came from Blackrock, the world's largest asset manager. While also discussing Sailor just posted the infamous Sailor tracker again as he's fast approaching 800,000 BTC. Also the latest from Anthony Scottamucci who says Bitcoin's four year cycle is still in play and gives his forecast rise for the fourth quarter. We'll also discuss a new crypto predator emerges, Google exposes the ghost blade and what you need to know to avoid getting hacked. We'll also discuss Resolve Lab stable coins depeg from attacker minting millions of tokens as well as crypto liquidations nearing 400 million after the 68,000 bitcoin price drop. We'll also be taking a look at the overall crypto market. All this plus so much more right here. Sat Stacking Sunday. Today is POT episode 2287. I'm your host JV alongside the Fed Chair Nipinator, keeping them nip and Aton Happy sat stacking Sunday, March 22, 2026 we have a lot to share. Let's dive right into the bullishness with our feature story of the day we're discussing a $2 million Bitcoin liquidity crisis with forming right now. That's right. We also have Larry Fink, who says bitcoin is a hedge against debasement and instability with potential to hit 700,000 per coin. Sovereign wealth funds may allocate 2 to 5%. And if you don't recognize the name, he is the CEO of Black Rock, the world's largest financial asset management. You know, they control more assets under management than any other company in the world. So I want to do a deep dive here. But first, here's a quick video clip from Larry Fink.
Larry Fink
If you're frightened of your debasement, of your, your, your currency, or you're frightened of your economic or political stability of your country, you could have an internationally based instrument called Bitcoin that will overcome those local fears. And so I'm a, I'm a big believer in the utilization of that as a, as an instrument. And so if that becomes true, and you know, and you see that it is, it could be a proper hedge against maybe hope securities or equities. The question is, could you see a 2 or 5% allocation? I was with a sovereign wealth fund during this week, and that was the conversation. Should we have a 2% allocation? Should we have a 5% allocation? If everybody adopted that conversation, but you know, it would be 5000-006000-00700,000 for Bitcoin.
Co-host or Analyst (Crypto Expert)
But does it also.
Larry Fink
Look, I'm not promoting it, by the way, so that is not my promotion.
JV (Podcast Host)
Or so ultimately he's saying a 2 to 5% allocation will send the Bitcoin parabolic above 700,000 per coin. But let's break down this thesis a little further. We're not talking 200,000 doll Bitcoin, not even a half a million, but 2 million per coin. And the signal just came from the largest asset manager on the planet. BlackRock CEO Larry Fink recently explained that if the sovereign wealth funds allocate just a mere 2 to 5% of their portfolios into Bitcoin, the price lands around 700, 000 per coin. That statement alone should wake people up. But the real story really isn't the 700, 000 prediction. The real story is the liquidity crisis building underneath the the bitcoin market. Because bitcoin isn't just rising, it's literally disappearing. More than 20 million bitcoin already mine.
Co-host or Analyst (Crypto Expert)
Fewer than 1 million coins remain to be mined between now and the year 2140. But the number actually available to buy today is dramatically smaller. And every four years it reduces the
JV (Podcast Host)
supply as far as the being rewarded to the miners. Now millions of bitcoin as we know, permanently lost. For example, Satoshi is estimated to have 1.1 million sailors, fast approaching 800,000. Black Rock has close to 800,000, you know what I mean? And a lot of these bitcoin will probably never move. And there's estimated 4 or 5 million lost and gone forever. With millions more locked away by the long term huddlers who refuse to sell. You know, the Michael Sailors of the world. And every year more Bitcoin moves into cold storage, never returning to the market. Which means the amount of the liquid Bitcoin available for purchase keeps shrinking, which I believe will inevitably create what's called a supply shock where there's just no more Bitcoin to purchase on the exchanges. Now combine that with the shrinking supply, with what's happening in the global markets. A completely different class of buyers is entering Bitcoin. We're not talking just retail, but global capital. ETFs, corporations, sovereign wealth funds, nation states. Even the US now has a strategic Bitcoin reserve. And every one of them is competing for the same limited pool of Bitcoin. But that's where the real problem begins. Because Bitcoin still trades in a relatively small global market at roughly 69,000 per coin. Bitcoin's entire network today is roughly $1.4 trillion.
Co-host or Analyst (Crypto Expert)
May sound large, but compared to the
JV (Podcast Host)
assets Bitcoin is absorbing, it's tiny.
Co-host or Analyst (Crypto Expert)
For example, gold alone is sitting at around a 36 trillion market cap. The global bond market exceeds 145 trillion. And the global real estate market exceeds 393 trillion. And that's mindboggling. That's all capital that Bitcoin is going to tap into. And when even a small percentage of that capital moves into Bitcoin, the available liquidity vanishes. This is the Bitcoin liquidity crisis. Not a collapse, not a failure, but the exact opposite. Demand exploding while supply disappears. Imagine what happens when the sovereign wealth funds begin allocating that 2 to 5% to Bitcoin. Exactly. As Larry Fink just explained, Hundreds of billions of dollars begin searching for Bitcoin, then trillions. But the majority of the Bitcoin is already locked away.
JV (Podcast Host)
Long term.
Co-host or Analyst (Crypto Expert)
Hudders keep stacking. ETFs, absorb supply every week. Corporations, like strategy, keep accumulating Bitcoin as a treasury reserve asset. And let's just take strategy for for example, they're currently buying up five times the mind daily supply. So five times the issuance daily is being absorbed by one company.
JV (Podcast Host)
And now there's 200 other bitcoin treasury company plays which have been birth following the sailor put and every having then cuts the new supply entering the market even further with the next having scheduled to take place April of 2028. So when the global capital allocates in size, price does not move gradually, it reprices violently. The this is something Samson MA has predicted. Bitcoin rising. Omega candle violent upheaval all of a sudden. First 500,000 Bitcoin, then 1 million, then the number of investors struggle to comprehend.
Co-host or Analyst (Crypto Expert)
Today 2 million per coin.
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JV (Podcast Host)
And the first 2 million dollar prediction. Actually, I heard from Max Kaiser. He projected 2.2 million for his bull scenario. And because at that point, bitcoin stops competing with all the other specul, it begins competing with global monetary reserves. For example, gold, treasuries, sovereign wealth funds, central bank reserves, the entire financial system. And once the world actually understands that Bitcoin is the hardest monetary asset ever created, that's when the next phase begins. Not another bull market. A global monetary repricing event. A moment when investors realize something incredibly simple. There just isn't enough Bitcoin for the world. That's how we get to that $2 million bitcoin liquidity crisis. And when the planet finally understands that reality, price explodes upward until supply and demand find that equilibrium. The real question now isn't whether bitcoin demand grows.
Co-host or Analyst (Crypto Expert)
The real question is how high does
JV (Podcast Host)
Bitcoin go when the world realizes there isn't enough bitcoin left to buy. And that's my question for you today. And then what's going to happen when some of these asset managers or sovereign wealth funds allocate more than 2 to 5%? What if they go 5 to 10
Co-host or Analyst (Crypto Expert)
all of a sudden?
JV (Podcast Host)
That's when things go crazy and we're talking about multi million dollar Bitcoin price predictions. So let me know your thoughts in the chat. Next Story of the Day fam the Orange March continues Sailor hints at the next Bitcoin mega buy as Strategy expands beyond 761,000 Bitcoin. Sailor did the flex earlier as he does every Sunday. The Orange March continues and this is a historical chart of all of the purchases from Strategy formerly known as micro Strategy and as of recent over billion dollar purchases. And I would expect nothing less this week to be announced tomorrow due to the accumulation with how much money they're raising with STRC and the other products within the strategy ecosystem. So let's break this one down. So yeah, the Orange March does continue. The post followed a series of recent signals including a prior chart stating the stretch of the orange dots which underscore strategies ongoing accumulation and came just before disclosed purchase. 22,337 Bitcoin which further expanded its holdings. The latest visual track strategies Bitcoin reserve value currently at 52.36 billion with total holdings of 761,068 Bitcoin as of March 22 today 2026 at an average acquisition cost of 75,696 per coin. So obviously there is unrealized loss because Bitcoin today is trading closer to 68,000 at least at the time of the live.
Co-host or Analyst (Crypto Expert)
Keep you in the loop with tomorrow
JV (Podcast Host)
on how much the Gigachad does accumulate. I think it'll be another billion dollar plus acquisition, but we shall find out. This is a great opportunity for companies like Strategy to be able to buy billions of dollar, you know, billion dollar purchases and acquire mass amounts of Bitcoin
Co-host or Analyst (Crypto Expert)
at a discount because ultimately it's a Bogota buy one, get one from the top and you already know Sailor proclaim he's going to be buying the top
JV (Podcast Host)
forever because he's a believer that Bitcoin
Co-host or Analyst (Crypto Expert)
in 21 years will be 21 million per coin.
JV (Podcast Host)
But let me know if you agree
Co-host or Analyst (Crypto Expert)
or disagree with Mr. Michael Sailor.
JV (Podcast Host)
Yeah. Next story of the day, Scaramucci says Bitcoin's four year cycle is still in play. Forecast rise in Q4 and if you
Co-host or Analyst (Crypto Expert)
missed the big news, it was Anthony Jr. AJ Scottamucci who bought the most
JV (Podcast Host)
expensive trading card to ever exist which
Co-host or Analyst (Crypto Expert)
is the Rare Pokemon illustrator PSA10 from Logan Paul. At the auction it was 16.5 million. So clearly the Scaramuchi family are ballers. They can afford $16 million Pokemon cards
JV (Podcast Host)
and yeah, if you look up their net worth it's collectively I believe hundreds of millions. So but anyways, the current bitcoin bare market could be explained by the four year cycle and long term bitcoin huddlers selling at the 100,000 psychological level, according to the Mooch. Bitcoin's four year cycle has been muted by the institutional investors and inflows from Bitcoin ETFs and they have cushioned the volatility, he says, but altered the market dynamics and have not fully erased Bitcoin's traditional cycles, he says we're in a four year cycle and there are some
Co-host or Analyst (Crypto Expert)
traditional whales, some of the OGs like the Fed Chair Nipinator that believe in the four year cycle. And guess what happens in life when you believe in something, you create a self fulfilling prophecy.
JV (Podcast Host)
Bitcoin will continue to see the choppy
Co-host or Analyst (Crypto Expert)
price action for most of the year
JV (Podcast Host)
until the fourth quarter, he projects when the prices will start to rise again
Co-host or Analyst (Crypto Expert)
in a new bull market cycle. I mean look at this handsome stud right here. You can't get a better picture of the Mooch scar.
JV (Podcast Host)
Mooshi said the market participants, including himself,
Co-host or Analyst (Crypto Expert)
were widely anticipating Bitcoin to climb to 150 in 2025, driven by Trump's pro crypto agenda and US regulators warming up to the digital asset industry. But clearly that didn't take place in October. We had the market crash after hitting the all time high. We dragged bitcoin down from the all time high of 126 down to a new low of 599A BOGO buy one, get one, take advantage of it, completely shattering the widely held consensus. Markets often move in the opposite way in a prevailing investor sentiment, according to the Mooch, citing Bitcoin's price action in the early months of 2023 following the November 2022 collapse of the FTX exchange Terra Luna and FYI big lawsuit with Jane street and Terra Luna billions of dollars and Jane street was found guilty manipulating the market which caused the Terra Luna collapse. I saw that big news in the headlines the other day as well. I just want to throw that out there back to this story. It was a period of great disinterest and great apathy that the bull market started again, he said, adding the current bitcoin bare market is a garden variety correction in line with the previous downturns, to be sure. Execs and analysts say the market participants continue to debate whether the bitcoin four year cycle is still valid. And that's the million dollar question right now. Let's discuss that real quick. How many of you believe four year cycle still intact? What does that mean?
JV (Podcast Host)
We stay in the bear until the year the next having of 2028. If the four year cycle is intact, that's just how it is. If we're in, you know, a different phase that we have never had before, then it means the four year cycle, the past is no longer a thing and we could hit a new all time high this year during what would traditionally be considered the winter or bear, winter or bear market phase. You know what I mean? Let me know your thoughts. And the thesis behind the extended cycle is all the previous cycles were driven by retail and in 2024 we were introduced to the ETFs, the institutions which changed the game, which led the bull market. Right. And we actually hit a new all time high for the first time in bitcoin history before the having and that was in 2024. I believe the having was in April. We hit the all time high earlier and then we continued hit all time highs throughout and continuing in 2025. October current firmament 1263. But let me know your thoughts. Are you a firm believer 4 year cycle still intact like Scarucci is projecting? Or do you think we're in a new time, new timeline and unprecedented times which call for extended cycle theory? New all time high? We ain't seen it yet for this cycle. Let me know your thoughts. Check this out. A new crypto predator emerges.
Co-host or Analyst (Crypto Expert)
It's called Ghost Blade.
JV (Podcast Host)
Google just exposed it. I've never heard of it. So this is breaking Private crypto holders took the heaviest losses from hack and fission and digital theft attempts. February 2026 according to blockchain Intelligence, nominous and a newly identified strain of iOS malware. That means if you're running obviously a iPhone, it's the iOS may explain part of why individual users have become a preferred target.
Co-host or Analyst (Crypto Expert)
Oh no.
JV (Podcast Host)
Google Threat Intelligence identified a JavaScript based malicious tool called the Ghost Blade built specifically to hit the Apple iOS devices, extract sensitive data and go quiet before anyone notices.
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JV (Podcast Host)
of bundled inside a broader package researchers are calling the Dark Sword. And that's right, I pronounce it Sword. I'm old school. Together the tools are engineered to steal crypto private keys. That's why never put your private keys on your phone under any circumstances. Messaging, data and personal info from infected devices. The Ghost Blade runs once, takes everything
Co-host or Analyst (Crypto Expert)
it needs, then it stops.
JV (Podcast Host)
No persistent background activity, no extra software required to make it work. The design makes it far harder to catch the malware that keeps running after the infection. This breaks down the entire timeline for the Dark Sword exploit. Now the tool also covers its tracks in a specific way. After it finishes, it wipe crashed logs from the compromised device. Those logs are what Apple normally collects to identify software problems and flag suspicious activity. Without them, Apple receives no signal that anything went wrong, so you would never know it's installed on your device. I guess the scope of what Ghostblade, and that's probably why it's called the ghostblade, can pull from a device as wide. Based on the Google report, the malware is capable of reaching messages from iMessage, WhatsApp and Telegram. So it's ultimately going to steal all your data from all your media platforms to try to search for these private keys. I would assume it can also collect SIM card details, location data, multimedia files. Just assume everything on your phone could be hacked at any time you know, for safekeeping. For crypto users, the most direct threat is private key exposure, the kind of access it gives an attacker full control over a digital wallet. So one thing you never do, never take a photo of your private keys that will exist on your phone. And whenever any malware or suspicious ghost blade is jacking your data, they're going to have your private keys. In the same way you wouldn't write your private keys anywhere online or on a phone or digital device. You know what I mean? The Dark Sword suite represents a new chapter and browser based attacks aimed at the crypto spice. With the Ghost Blade serving as one of its most technically refined components, hackers shift focus from code to the people. Total losses of crypto related hacks dropped sharply in February, failing to close to 50 million or fall in 385 million a month before. But this is always going to be an ongoing issue. There's always going to be scumbag hackers who refuse to get a job and just want to steal all your cryptocurrency. Especially as crypto becomes more valuable, it's going to, you know, be that much more prolific, unfortunately. So you have to follow the basic protocols, otherwise you can be wiped out just like that. You know what I mean? So be careful out there with the
Co-host or Analyst (Crypto Expert)
ghost blade, the ghost sword, you know,
JV (Podcast Host)
shout out to the ghost dog. That was a good film. Next story of the day Resolve Lab
Co-host or Analyst (Crypto Expert)
stablecoin dpegs as attacker mints millions of tokens oh snap. Another hack bro.
JV (Podcast Host)
Stablecoin tied to crypto project Resolve Labs. Let me know if you heard of it. Losses pegged to the US dollar after an attacker was able to exploit the
Co-host or Analyst (Crypto Expert)
token's contract to create millions of tokens for themselves.
JV (Podcast Host)
Yeah, they posted on next Sunday experienced an exploit allowing an attacker to mint 50 million unback resolve with the ticker USR. The team currently pause all protocol functions, prevent further malicious actions and is actively working on recovery.
Co-host or Analyst (Crypto Expert)
Here's a post right here announcing it.
JV (Podcast Host)
Resolve Labs usr got exploited full on chain breakdown. Attacker deposited 100,000 usdc and resolves usr
Co-host or Analyst (Crypto Expert)
counter contract via a request swap receive 49 million USR back 39 million dollar hack. Damn. Now the attacker cashing out at full speed depegging the USR. D2 Finance said the attacker quickly moved the 50 million USR they minted to multiple crypto protocols swapping the tokens for stablecoin USDC usdt. Little do they know that those stable coins can be frozen. Right now there's over 2 billion frozen of stables on the blacklist. You can't do that with Bitcoin by the way before aggressively converting them to ether.
JV (Podcast Host)
Now the attackers exit playbook is textbook defi hack cash out running at full speed. D2 Finance added the USR was selling as low as 50 cents on some trades as liquidity and slippage worsened across the protocols with multiple failed transactions visible onchain showing the urgency the firms estimated estimate the attacker was able to extract 25 million from the attack amid the USR and DPEG. USR is currently trading to $0.87 around 13% off from the dollar peg. Let me know if you've ever heard of this one. I've never even heard of this one. The token had crashed to a low of 2 1/2 cents on a USR USDC pool on the protocol curve finance USR's most liquid pool with a 24 hour volume of 3.66 million. Yeah, so again, a lot of hackers and bad actors in this space. Be careful, you know, be very careful. The beauty of the bitcoin network, it's impossible to hack.
Co-host or Analyst (Crypto Expert)
It's never been hacked.
JV (Podcast Host)
This most secure network on the planet. Which means every database in the world will have been hacked before it's even a possibility for any hacker to hack the bitcoin.
Co-host or Analyst (Crypto Expert)
Tis what it is.
JV (Podcast Host)
Take that haters. But. All right fam. Now for our final story of the day. Crypto Liquidation is near 400 million after 68,000 bitcoin price dip.
Co-host or Analyst (Crypto Expert)
Dip. That's right. As you can see here on the
JV (Podcast Host)
one hour chart, trading view showed bitcoin price action circling a key trend line after a weekend dip to near 68. And this was off the back of
Co-host or Analyst (Crypto Expert)
the post last night from Trump ultimately threatening, you know, Iran. And we immediately had this big cascading red candle.
JV (Podcast Host)
Unfortunately bearish momentum entered into Sunday's daily close and crypto long suffered over 300
Co-host or Analyst (Crypto Expert)
million in longs and nearly 100 million
JV (Podcast Host)
in short shorts liquidated in 24 hours. In doing so, bitcoin set up a fresh showdown with the Shogun of 200 week exponential moving average which is currently near 683 precisely around where we're at. And the 200 week EMA was major importance of the prior bitcoin price cycles
Co-host or Analyst (Crypto Expert)
but has become unreliable in 2026 due to failing to offer support.
JV (Podcast Host)
Also as shared last week Rec Capital said the price should retest the 200
Co-host or Analyst (Crypto Expert)
week trend line a support from above in order for it to be provide the foundation for upside continuation more. There's also a chance that bitcoin could simply meander in around the 200 week EMA for a while. Never really turning into convincing resistance, never really turning into convincing support before ultimately breaking down into additional macro downside over time.
JV (Podcast Host)
Now others also retain bearish predictions including trader Roman reiterated 50,000. He says there are still zero signs the bare market exhaustion on the high time frame. No divs, no bear PA exhaustion, no momentum losses. I still have high confidence in seeing
Co-host or Analyst (Crypto Expert)
50,000 likely a bit lower.
JV (Podcast Host)
Let me know if you agree disagree with the analysts. I'm always perma bullish so I think we're more likely to return to 100 GS than you know, break to 50,000. But let me know your thoughts fam.
Co-host or Analyst (Crypto Expert)
A lamb.
JV (Podcast Host)
I'm happy to entertain it. And checking out coinmark cap.com get a fresh refresh. You see the mark cap down 3% on the day currently 2.35 trillion. Bitcoin market cap is also down on the day roughly 4% all the way down to 1.35 trillion. CryptoGrid and fear index we're all the way back at a chandy 10 an extreme fear so we are dropping and also checking out time chain calendar today's block height 941757 and you could exchange
Co-host or Analyst (Crypto Expert)
one fiat monopoly dollar for 1476 sets.
JV (Podcast Host)
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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Today’s episode delivers an urgent breakdown of what the host calls a “Bitcoin liquidity crisis”: a convergence of rapidly shrinking available Bitcoin supply and a coming tidal wave of global capital looking to buy in. Key insights are drawn from recent statements by BlackRock CEO Larry Fink and the epic buy strategies of Michael Saylor’s Strategy (formerly MicroStrategy), and the bullish case for $2 million BTC is laid out. The show also explores hacks, liquidations following the recent price drop, and whether Bitcoin’s four-year halving cycle still matters in the institutional era.
Tone is energetic, hype-focused, and conviction-heavy—true to the pod’s uncensored, maximalist ethos.
Timestamps: 01:31 – 08:49
BlackRock CEO Larry Fink’s Commentary on Bitcoin as a Hedge:
Shrinking Supply Dynamics:
Scale of Financial Flows Entering BTC:
Violent Price Repricing Event:
Memorable Quote:
“The real question now isn’t whether bitcoin demand grows. The real question is how high does Bitcoin go when the world realizes there isn’t enough bitcoin left to buy.” — JV ([10:41])
Timestamps: 11:00 – 13:13
Timestamps: 13:13 – 17:17
Timestamps: 17:17 – 20:57
Notable Security Guidance:
“Never take a photo of your private keys that will exist on your phone...just assume everything on your phone could be hacked at any time.” — JV ([18:46])
Timestamps: 21:01 – 23:11
Timestamps: 23:24 – 25:13
Timestamps: 25:13 – 25:46
Larry Fink, BlackRock CEO ([03:29]):
“If everybody adopted that conversation...it would be 5000-006000-00700,000 for Bitcoin.”
JV ([10:41]):
“The real question now isn’t whether bitcoin demand grows. The real question is how high does Bitcoin go when the world realizes there isn’t enough bitcoin left to buy.”
JV ([18:46]):
“The Ghost Blade runs once, takes everything it needs, then it stops. No persistent background activity...makes it far harder to catch.”
JV and Analyst ([23:11]):
“The beauty of the bitcoin network, it’s impossible to hack...every database in the world will have been hacked before it’s even a possibility for any hacker to hack bitcoin.”
| Segment | Timestamp | Key Points | |-------------------------------------------|-------------|------------------------------------------------------------------| | $2M BTC Liquidity Crisis/BlackRock/Fink | 01:31–08:49 | Shrinking supply, massive capital inflow, parabolic price risk | | Strategy (Saylor) Mega Buys | 11:00–13:13 | 761k+ BTC, ongoing buys, Saylor’s conviction | | Four-Year Cycle/Scaramucci Analysis | 13:13–17:17 | Institutional muted cycle, Q4 bull forecast, extended cycle? | | Security: Ghost Blade Malware | 17:17–20:57 | Sophisticated iOS malware, private key risk, security guidance | | Stablecoin Hack: Resolve Labs | 21:01–23:11 | Contract exploit, dump, risk of depegs, BTC vs. DeFi security | | Liquidations/Technical Analysis | 23:24–25:13 | $400M liquidations, 200W EMA, bullish vs bearish debate | | Market Snapshot | 25:13–25:46 | 3–4% down day, “Extreme Fear”, USD-sats ratio |
The episode closes by reinforcing the ultimate bullish case for BTC amid turbulent markets and rising hack/theft risk, encouraging listeners to “stack hard, stay sovereign.”
Key Takeaway:
The liquidity crisis isn’t a risk of collapse—it’s the unprecedented upside risk as the whole world wakes up to the fact “there just isn’t enough Bitcoin for the world” ([09:49]).
Listener prompts:
For extended content, live Q&A, and more, visit BitcoinNewsAlerts.net