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2288: $2M Bitcoin Supply Shock - Michael Saylor Launches $42B Buying Plan
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Ever notice how ads always pop up at the worst moments when the killer's identity is about to be revealed during that perfect meditation flow On Amazon Music, we believe in keeping you in the moment. That's why we've got millions of ad free podcast episodes so you can stay completely immersed in every story, every reveal, every breath. Download the Amazon Music app and start listening to your favorite podcasts. Ad free included with Prime Michael Sailor
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just triggered the next Bitcoin supply shock. Strategy unveiled a $42 billion capital machine designed to buy more bitcoin. And it's not speculation. In fact, There was an 80 plus page PDF which was filed to the SEC. So it's official. I'll be breaking it down and why this can accelerate the bitcoin price to one or even $2 million per coin, creating a massive supply shock. We'll also discuss the latest Sailor acquisition he just announced as well as Hong Kong's Boya Interactive i70 million crypto treasury expansion. We'll also discuss Sweden's H100 eyes, Europe's number two Bitcoin treasury with a 3500 Bitcoin deal. Also, Zach XBT says fake X accounts use viral war content to drive crypto scams. Also, Bitcoin rebounds at 71Gs as oil drops after Trump signals a pause on the Iran strikes. Also be taking a look at the overall crypto market. All this plus so much more right here in today's show. Today is Pod Episode 2288. I'm your host JV alongside the Fed chair Nipinator Keeping them nipinating. We're having a hell of a start to the week. It's Monday. Last night when I went to bed, we were sitting at 6:67,000. This morning we're close to 72. We're still above 70600 at the time of the live. It's March 23rd, 2026. Let's kick it off with some big news. Our feature story of the day. Sailor made a massive announcement. But it's more than just an announcement. It is an official filing with the SEC. As he wrote here, Strategy announces a new 21 billion dollar STRC ATM program and a new $21 billion MSTR ATM program. Add those two numbers up, we're talking about 42 billion dollar Bitcoin acquisition which is going to happen. In fact, here is the PDF. It's literally over 80 pages. You know. So what I'm going to do is give you some of the highlights. I wrote a post a little earlier that's Already going viral. Allow me to break it down for you, Michael Sailor just triggered a 2 million dollar Bitcoin supply shock. Read it again. Not 200,000 dollar Bitcoin or even a half a mil but but 2 million per coin. Send it. Here's what just happened. Strategy unveiled a Plan to raise 42 billion in capital to buy more Bitcoin. 42 billion dedicated to acquiring a single asset BTC. The company filed an official report outlining two massive capital programs designed to fund the future Bitcoin purchases. That's the 21 billion MSTR ATM equity program and the 21 billion STRC program preferred income security program. Together they form a $42 billion acquisition war chest. Every dollar feeds the same machine. Raise the capital, acquire the bitcoin, remove supply from the market. Better known as the infinite money glitch for the Bitcoin alchemist. And that accumulation is already happening. Strategy recently just also added another 1031 Bitcoin for roughly 77 million. Bringing its total holdings as of today to 76299 BTC. But the real story isn't the latest Bitcoin purchase. It's what happens next. Because Bitcoin has something no other asset on earth has. Absolute scarcity. More than 20 million bitcoin have already been mined. And fewer than 1 million coins remain to be mined between now in the year 2140. And let's not forget every four years the issuance gets cut in half. That just is what it is via the Bitcoin having. But the amount actually available to buy today is naturally very dramatically smaller. Millions of bitcoins permanently lost. Some estimate 4 to 5 million millions more are held by the long term holders who refuse to sell. Great example Satoshi wallets control roughly 1.1 million sailors. Fast approaching 800 000. You know Larry Fink Blackrock has over 700 000. You know there's not a lot of Bitcoin to go around. And every year more Bitcoin disappears into coal storage from the long term Hodlers. Which means the liquid supply available to the market keep shrinking and will continue to do so. Now combine that shrinking supply with what's actually happening on the demand side. We have ETFs accumulating Bitcoin every week with Black Rock IBIT being the largest we got. Fidelity and many others corporations are building treasury reserves following in the Sailor put there's many. There's now over 200 treasury companies with Bitcoin on the balance sheet. Also the institutional capital now entering the market. Companies across the world are beginning to copy the strategy playbook, AKA the sailor put. For example, in Asia, companies like Meta Planet are aggressively accumulating bitcoin holding over 35,000 bitcoin worth two and a half billion. Now one of the largest corporate Bitcoin holders on earth I believe right now maybe they're ranked number seven or so. Also, strategy itself continues to expand. The largest corporate Bitcoin treasury in history. And they're winning by a long shot. It has built a 42 billion capital machine designed to buy even more. And when this kind of capital competes for a fixed supply asset, prices don't move slowly, prices don't adjust slowly, they reset. And because Bitcoin is operating inside a surprisingly small global market at roughly 70,000 per coin, the entire network today is valid at roughly only 1.4 trillion. While it may sound enormous to some, compared to the assets Bitcoin is absorbing, it's tiny gold alone sits at 36 trillion market cap. Global bond market exceeds 145 trillion. Global real estate market is 393 trillion. And Bitcoin is slowly sucking in all that capital like an anteater. The total addressable markets north of 800 trillion. So Bitcoin has a long ways to grow. And even when a small percentage of that capital moves into Bitcoin, the available liquidity disappears. This is how the Bitcoin supply shock begins. First 500,000 per coin, the then a million. Then the number of investors struggle to comprehend today with 2 million per bitcoin. And that's just the beginning. Because at that point Bitcoin stops competing with speculative assets and begins competing with global monetary reserves, including gold again. 36 trillion market cap, treasury sovereign wealth funds, central bank reserves, the foundation of the global financial system. And when the world finally understands how little Bitcoin is actually available, that's when we see that violent upheaval Samson now has predicted with the price exploding upwards until the market finally finds the last seller. So a 2 million bitcoin supply shock. The real question now isn't whether Bitcoin demand grows. The real question is how high does Bitcoin go when corporations, institutions and governments realize there isn't enough Bitcoin left to buy? That's my question for you. Let me know in the chat and this post I shared just about an hour ago. It's already going viral. If you can repost it on X. I greatly appreciate that as well. Someone chimed in here. The real question isn't supply, it's who's willing to let go exactly and they wonder why I am so bullish. Call my Mr. Bullish. So, yeah, this is a, a pretty big deal, fam. And like I said, Sailor did drop an 80 plus page filing with the SEC. This makes it all official, you can see in the report. And if you want to download that, check out Sailor's timeline. I reposted it, so you'll find it on my timeline on X as well. It's all right here in the press release. This is all breaking news, so enjoy it. And where do you think this will send the bitcoin price? With him accumulating another 42 billion, creating another corporate massive supply shock for the biddy price. Do let me know your thoughts in the comments. Right down below 42 billion more to go, baby. Locked up forever, Laura. Yeah, that's massive. And think about how many bitcoin he'll be able to purchase. Obviously it's all going to depend upon, you know, what the price action is as he's acquiring it. And that's not going to happen overnight. I'm sure it's going to take time to continue to raise the capital. But I do not doubt Michael Saylor. You know, pretty much when he has a plan, he achieves it. You know, I mean, I have no idea. They do the things other than the bitcoin reserve. Yeah, they have all sorts of products. You know, there's an entire ecosystem for accumulating bitcoin. Now you can call it the infinite money glitch. You know, he is the bitcoin alchemist, but he knows how to raise unlimited amounts of capital, ultimately printing money out of thin air as if he's the central bank. But that's the Michael Sailor man for you. Can you explain the ATM STR program? I'm not going to pretend I understand the mechanics of it, but what I do understand is they're able to continuously raise money. For example, a lot of people are sending money to STRC to get the 11 and a half percent dividend yield. It's an annual dividend and very attractive for people who want yield in the form of a dividend. So people who want to generate an income off of whatever they want to invest, they can do that. And then Sailor gets billions of dollars as a result and then he just buys more bitcoin. It's an infinite money glitch, you know what I mean? So that's why people are sending them money. And the other thing is for strategy, people who are bullish on bitcoin want to do a corporate treasury play. Or where Mstr is the largest, you know, bitcoin holder. So STRC is designed for yield and dividends. 11 and a half percent is what they're paying and then MSTR doesn't pay a dividend. It's just a long term play. You know, it's bitcoin leveraged play at the end of the day, but on the stock market. So those are the differences between those two products and then there's a slew of other products. He built out an entire ecosystem so he can tap into the $800 trillion, you know, total addressable market. He's a genius. It's the Mikey Sailor. The Sailor man. Another big Sailor headline today. Strategy adds 1031 Bitcoin for 77 million as their holdings now have accumulated to 762,099 BTC. This announcement is off the back of the big, you know, 42 billion dollar raise we just previously covered. As you know, they're the world's largest holder of bitcoin. Bought another thousand bitcoin like it ain't no thing. That was for 76 million. This acquisition was actually acquired last week according to the latest AK filing with the sec. The announcement came today and as he always does on Sunday he always posts the Sailor tracker. Then Monday he makes the official announcement and filing with the SEC. Now the purchases were made at an average price of 74, 000 per bitcoin below the company's overall average acquisition price of 75, 700 bitcoin average 70,800 for the week of March 16th to the 22nd based on the daily closings. The new acquisition brings strategy holdings of762.99 BTC acquired for a total cost of roughly 58 billion according to the company filing. Common stock funded. The latest buy strategies relatively modest purchase because you know, last week they announced like one and a half billion follows larger Bitcoin acquisitions including 22,000 Bitcoin bought last Monday it was announced, and also the 18,000 the week earlier which were multi billion dollar buys. 22,000 Bitcoin was for 1.6 billion which was I think one of the largest acquisitions he's had. And then the other was 1.2 billion, accounting for 75% of the total purchase which is coming from the STRC, which is raising lots of money right now. Unlike the prior week's funding mix, the latest purchase appears to have been funded through sales of Strategies Class A common stock rather than preferred equity. Here's the breakdown here from strf, strc, strk, STRD and mstr. Again he has an entire well oiled ecosystem for printing money out of thin air. Call Sailor. The central bank Strategy has bought 41,000 bitcoin for roughly 3 billion just for this month of March with Bitcoin now trading at above 70,000. At this time the company is down still 7%, but it's unrealized losses on the Bitcoin holdings now worth around 54 billion. Strategies holdings are currently roughly 33% of the entire Bitcoin holdings and Black Rocks iShares Bitcoin Trust holds roughly 785,000 bitcoins. So the race is on to a million. Who do you think will hit a million BTC First, Strategy or Black Rock? Let me know on behalf of the clients. For the close of trading, US spot Bitcoin ETFs collectively held 1.3 million Bitcoin as of March 20, representing roughly 6.1% of the 21 million maximum Bitcoin supply. The do do do sailor is the man. Hence that's why we call him Michael the Sailor Man. We'll continue with the corporate treasury expansion I want to talk to Samson Hong Kong's Boya Interactive eyes 70 million. That's right. Hong Kong based Web3 gaming firm Boya Interactive said is seeking shareholder approval to expand the crypto treasury, planning up to 70 million in purchases over the next year. Another one bites the dust. In a statement on Sunday to Hong Kong listed company said it's looking to use the idle cash reserves during periods of weakness in the crypto market to increase its existing positions and to support the research and development of Boya's Web 3 game and business. If approved by the shareholders, Boya said it would invest in crypto tokens with good market liquidity, large market value, wide recognition on the market and relatively long term holding value. I think it's better best to stick with the BTC fam. The 70 million would add to Boya's nearly 285 million treasury which includes 4. 91 bitcoin worth 280 million and 302 ETH. If they're smart you dump the ETH and buy the BTC. Boya's crypto treasury expansion plan comes as the crypto industry continues to grapple with a 45% market draw down since October when we hit the all time high 126 and grow in doubt over the sustainability the crypto treasury strategies for Crypto treasury companies outside the strategy of the bit mine immersion have been buying Hi,
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gofundme.com gofundme.com crypto on the weekly and Saylor just made a 42 billion dollar acquisition announcement. I already shared. You know, supplies limited supply shock stack the bitties when you still can. Boya made 80 million with the Bitcoin purchases between August and November20. Currently the 23rd largest corporate Bitcoin treasury and the third largest in the Asia Pacific trailing Japan's Meta Planet, Konichiwa and China Ni Next Technology holding. I did live in China for a little bit FYI but you can see right here strategy with a pole position 761,000 of the bitties. Mara number two, not even close at 53,021 Jack Mers and all the Bitcoin ballers and the Lutnicks 43,000 meta planet number four por favor. And the list continues. Boya expanded from online card and board Games to the web 3 Gaming in late 2023 Developing blockchain based games and infrastructure while making the first bitcoin purchase in January of 2024 to support the transition. And I bet you what triggered that was that was right around the time of the ETFs going live. January 11th of 2024 and they want it in on the action. Put me in the game coach. Next. Story of the day, Sweden's H1 eyes Europe's number two bitcoin treasury. We with 3500 bitcoin deal for real. Sweden listed health tech Bitcoin treasury company H1Hundo Group has entered into a letter of the Internet with shareholders of privately held Norwegian bitcoin companies Moonshot and Never say Die to acquire all shares of the target companies. In the exchange of the newly issued H1 Hondo stock. The proposed transaction would be completed with the newly issued H100 shares with no cash consideration, a structure intended to preserve the seller's bitcoin exposure while moving the asset into the larger listed vehicle. A definitive agreement is expected by April 22 with closing targeted after the H100 annual general meeting. H100's public materials currently show consistent AGM dates. Its investor relates calendars list April 21, while a March 12 company notice referred to the AGM on May 21. If the deal goes ahead, it would make H100 the second largest listed Bitcoin treasury company in Europe behind Germany's Bitcoin Group which holds 3600 Bitcoin. H1 currently holds 150 Bitcoin while the target companies hold roughly 2450 Bitcoin. Bring in the H1 total of 3500 Bitcoin worth around 240 million at the current prices after the deal. The release dates H1hundo is the 44th largest Bitcoin treasury company in the world. The deal would mean the company would rise to 27th in the rankings above Kango and the France based Capital B according to the Bitcoin Treasury's data broken down right here. You know and you can see you got Trump media tech number 13, you got Hut 8 number 9 in partnership with Trump Jr there, Coinbase Global's number 8 riot platforms number 7. And the list goes on and on and on to the break of dawn scale. Credibility and access to the capital are increasingly important for the bitty space and this transaction was Significantly strengthen the H1 hundo in all the areas. The challenge in market environment makes the acquisition a welcome opportunity, strengthening the company's bitcoin position in a capital efficient manner. And there you go. The bitcoin treasury stocks remain under pressure. Their stock price has been declining though it fell 74% over the last nine months and over 26% year to date. So maybe they need bitcoin to save their company. That's my speculation. European Bitcoin treasury firms are continuing to accumulate bitcoin. You have Capital B just made a recent announcement of an acquiring as well as some of the other companies out there in Europe. So there you go yo. And if you don't know, you'll never know. Next story of the day Fam Zach XBT says the fake X accounts use viral war content to drive the crypto scams. That's right. This is actually pretty wild. The investigation identified more than 10 linked X accounts Allegedly purchasing followers based the push the sensation of the content to describe scam links. That's man the fake accounts use AI to impersonate prominent social media influencers such as Mario nfal flooding X with doom post and driving engagement before promoting fake crypto giveaways. Just consider every giveaway is a scam and that will keep you out of trouble. You know, it's always a scam. Onchain evidence suggest a scheme profited six figures according to Zach, adding that the group has been farming engagement and may be preparing another scam. Safe assumption. According to Zach, the scheme started with accounts that had existing followers. So they're impersonating the big accounts. You I mean these accounts repeatedly posted exaggerated war political content over sensational or mislen which quickly went viral, attracting millions of views. Once attention peaked, the fake accounts pivoted to promote fraudulent token giveaways or scam tokens. Remember, there's nothing free under the sun. I'm just saying red flag alert is I'll give you some free tokens. You're probably being scammed. But yeah, he breaks it all down here. It's actually quite interesting. He spotted numerous large accounts of the replies and quotes that fell for the engagement bait only to boost the post reach unknowingly. That's how these scams work. The revelation comes of social media platforms like X have been trying to clamp down on the bots and the scam activity. But it's almost like impossible, right? Because it seems like more rampant than ever, you know, Last month, X product chief Nikita announced enhanced anti bot detection removal measures along with user flags or AI generated content as part of the broader efforts to curb the automated spam. Well, here's the reality. They're just covering up for Epstein. I don't think they're caring to block the AI generated content or the false flags. Otherwise they, you know, there'd be less of it in my opinion. But what do I know still, Zack, XBT findings expose how quickly coordinated accounts can build engagement, misleading the users. The investigator suggests the platform manipulation sensation should lead to bans and legal consequences. Calling social media users to review recent posts. You know, but there you go. Yeah, let me know your thoughts on that. Let me know if you ever fell victim to one of those scam of lamps. Bitcoin rebounds to 71 GS as oil drops after Trump signals a pause on the Iran strikes. Thank the Lord. That's right. Bitcoin is breaking out. When I went to bed last night, it was like 67 GS and today we're surpassed 71,000. Even touched. I think closer to 72, which is nice. Meaning the shift is now 72 to 75 as the liquidity zone to see if the price will rise further. Let me know your thoughts here. Looking at a one hour chart, we had a massive candle. It came like all of a sudden, which was nice. The price was a reaction to Trump's announcement of the five day pause on the plan. US military strikes against Iranian power plants and energy infrastructure. After very good and productive decisions with Terran. And here's the official announcement by Trump and I'm not going to read it all. You can read Trump's post for yourself. Just go to the true social and this shall. I'll just give you a quote. This shall henceforth be known as the Taco pump. According to Coin bureau Nick Puckering. That's a beautiful name. Nick Puckering. Response to the bitcoin reaction following the news. The move at a bitty was accompanied by 270 million of short liquidations within the hour, with bitcoin short liquidations accounting for 120 million million. This brought the total liquidation sensation across the crypto market over the last 24 hours. 781 million. Meanwhile, gold erased almost all of its earlier losses, now just down 1% on the day with a rebound of. A rebound 44.40 per ounce. I think it touched like 41. And then it climbed a little bit off the back of this news. Oil, a key macro risk factor, dropped as much as 16%, thank God, to $92 from an intraday high of 110, while crude dropped 85 bucks, the steepest single day decline late 2025. The chart don't lie. However, Iranian officials quickly denied the reports. They're freaking gaslighting us of substantial productive talk. So is Trump just talking, insisting no meaningful concessions have been made and reiterating demands for a complete halt to the US and Israeli actions before any broader resolution? You know what I mean? Who do we believe? Nipinator. Bitcoin started the week with a significant CME gap at around 70 GS. The gap has now been filled, thank God, and the new CME gap is just above 80,000. I think in the 81 region you can see the gap range 79 to 84. Do you think that will fill? Do you think we're more likely to go up versus to go down? Holl at your boy. Let me know. Dan. Crypto trade says currently there's a lot of fear for the latter, which is why most markets have been selling off for a lot for the past few days. And checking out the latest with a market cap, you're going to notice a big increase here today up 2 1/2 percent. Total crypto market cap sitting at 2.42 trillion. Bitcoin mark cap 1.420. Happy 420 to the Brosis. And checking out the Crypto green for index we are all the way down at an 8. Extreme fear and checking out the time chain calendar. As of today we're on block height 941,899 and you could exchange one fiat monopoly dollar for 1,407 sats. And don't forget to check out Bitcoin news alerts.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.