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2289: $5M BITCOIN INCOMING - BlackRock & Michael Saylor Ignite BTC Supply Crisis
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welcome Bitcoin fam to the number one Bitcoin pod. In today's show we're going to discuss BlackRock now holding over 800,000 Bitcoin. Meanwhile Sailor has over 760,000 Bitcoin and there's only less than 1 million Bitcoin left to be mine. In today's show I'm going to share with you how we get to $5 million per bitcoin as a bitcoin supply shock is incoming. We also discuss breaking news. Strive CSO says Sailor struck oil with STRC as bitcoin buys continue to surge. Also the latest and greatest was happening. Fire launches a fixed rate defi lending market with 450 million in deposits. Also Spain arrest suspect in the 2025 kidnapping of the Ledger co founder. Also bitcoin value is off the chart. The as the price metric hits record lows here in 2026. 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 is POT episode 2289. I'm your host JV alongside my co host, the Fed chair nip andator keeping them nip and nton. We got lots to share, lots of bullishness. So let's dive into our feature. So story of the day. As you know, there's fewer than 1 million Bitcoin left to be mined. A major milestone the Bitcoin network recently achieved. Black Rock holds over 800,000 Bitcoin through its IBIT ETF, which is currently 3.7% of the entire bitcoin supply. And the shocker is they didn't begin accumulate until January 11th of 2024, which is really mindboggling now strategy MSTR holds 76299 as of this week, roughly 3.6% of the total Bitcoin supply. Add those two numbers up and what is that? That's over. I don't know. Se roughly 7 1/2% of all the bitcoin that will ever exist. And Sailor, he's still buying more. So is IBIT. The collision leads to one inevitable outcome. $5 million per Bitcoin. Send it. And it's not hype. It isn't, you know, it's just truly just supply, demand, stock to flow. Here's exactly how Bitcoin gets to 5 million per coin. Sailor's Company strategy has built the most aggressive bitcoin accumulation engine in financial history. And it has accelerated again. Strategy recently unveiled a 42 billion capital program designed specifically to purchase more bitcoin. Here's the proof of work. This was breaking news yesterday. They did the filing with the SEC and launched an 80 plus page PDF breaking it all down. I also did a viral post. The topic yesterday got 788 hearts, 143 reposts. If you missed it, make sure to check it out. It was a great episode we had yesterday. But here's the gist. The plan combines two major funding mechanisms. 21 billion MSTR Equity ATM program and 21 billion STRC preferred income security program. STR is one of the newer products which pays the high, you know, yield dividend of 11.5%. Together they form a $42 billion Bitcoin acquisition machine. Every dollar raised feeds the same system. Raise capital, acquire bitcoin, remove the supply from the market. Now one strategist described what Sailor created perfectly. We're referencing the CSO with Strive Asset Management recently said Sailor discovered oil when he build strategies Bitcoin capital machine. And here's the proof of work on that one. There was an article written around this. As you can see here, Strategy is using Bitcoin as the virus to infect traditional finance. Discovering the well oiled machine. And of course Sailor has the infinite money glitch as well. Hence why it's the Bitcoin alchemist strategy. Securities are now using Bitcoin as what he called a virus to infect traditional finance. And the infection is spreading. But the real story isn't just strategies purchased. It's the global chain reaction. That strategy started back in 2020 when they were formerly known as micro strategy. One single public company proved Bitcoin could function as a corporate treasury reserve. And others began paying attention. Now corporations, there's now 200 that have Bitcoin on the balance sheet. We also have institutional funds and sovereign investors studying the same playbook. That's the Sailor playbook, all competing for the same asset. And Bitcoin has something no other asset on earth possesses. Absolute scarcity. And you already know, more than 20 million Bitcoin already mine the remaining supply. Less than 1 million will be issued between now and the year 2140. Also considered, there's a having every four years reducing the, you know, rewards to the miners and gets chopped in half. Right now there's roughly 450 bitcoin being rewarded a day. And that's going to soon chop in half. And every four years continue to chop in half. Hence why it'll take to the year 2140 for them all to be fully mined. But the amount actually available to buy today, dramatically smaller. That's because millions of bitcoin permanently lost. Experts say 4 to 5 million millions more held by the long term huddlers who refuse to sell. You know, and every year more Bitcoin disappears into coal storage as it should, which means the liquidity or liquid supply keeps shrinking. Now look at the demand side. We got Bitcoin ETFs continue absorbing supply. Institutional invest allocating capital. Corporations building Bitcoin treasury reserves and nations and sovereign wealth funds continue stacking. We even have the, you know, strategic Bitcoin reserve for the U.S. we just got to do something with it. About time if you're watching Trump come on. And globally, new companies are beginning to replicate the strategy model. For an example, in Japan, companies like Meta Planet, known as the strategy of Japan, had already begun aggressively accumulating Bitcoin as a strategic reserve. Others are watching closely and it seems every week we're introducing more companies doing the same. Once the strategy spreads across global market cap capital markets, the pressures of the supply becomes exponential. Bitcoin still operates inside a surprisingly small market. Market caps roughly 1.4 trillion. And even after years of growth, the entire bitcoin network remains tiny compared to the assets it is beginning to compete with. Gold alone is sitting at 36 trillion. Global bond markets exceed 145 trillion. The global real estate surpasses 390 trillion. If you add up all these major pools of capital, the total addressable market of all money in the world is north of 800 trillion, which bitcoin is going to be tapping into. So bitcoin today is still only a fraction obviously of those markets, and which means even a small percentage of capital rotation can send the price dramatically higher. And when large pools of capital compete for an asset with a mathematically fixed supply, the markets don't move slowly. It's a violent upheaval. As Samson described it, they reprice violently. First to levels that sound extreme, then to levels that once seemed impossible. For example, half a million dollar bitcoin, one million dollar bitcoin. And eventually the number investors are only beginning to understand today. 5 million per coin. This is the moment the bitcoin supply shock begins. Because when trillions of dollars begin competing for an asset with a fixed supply, the price doesn't just drift higher, it reprices violently upward until the market finds the last willing seller. So the real question now isn't if bitcoin levels. The real question is how high does bitcoin go once the global race to accumulate the bitcoin truly begins. Let me know your thoughts in the comments. I'm happy to read that out loud, but yeah, between strategy and freaking black rock, two companies, they already have roughly seven and a half percent of all the bitcoin which will ever be mined. Let that blow your mind. You know, I mean, supply shock, send it. Competing with gold. There is no second best. Yeah, and the truth is Bitcoin's gonna suck the liquidity out of gold and real estate and demonetize all major asset classes like a anteater. Mark my words. Which one's the best crypto asset? Well, bitcoin is the best crypto asset. Okay, what's the second best? There is no second best. I'm not saying I'm number one. I'm sorry I lied. I'm number one. Two, three, four and five. Let's continue where we left.
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off our next story of the day. Strive CSO says sailor struck oil with STRC as the Bitcoin buys surge. That's right, strive Asset Management Chief Strategy Officer Avic said. Michael Sailor has effectively struck oil with strc, arguing strategies latest preferred equity structure has opened a powerful new funding channel for bitcoin accumulation. Speaking with the bitcoin historian, he cast strc, also known as Stretch, not as just another capital raise, but as a product design breakthrough through for Strategies treasury model and his telling, the significance is less about a new ticker and more about what it could unlock a deeper pool of yield seeking capital that can be recycled into additional bitcoin purchases. And precisely what's happening. His argument rested on how strategy has evolved its financing playbook over time. The company first used common equity issuance to buy bitcoin, then leaned into the zero rate convertible debt during the low rate era, only to discover that convert buyers often hedging by short shorting the stock that he argued created an unhelpful dynamic surrounding mstr. So the preferred equity route, in his view, was the answer. He said the earlier preferred products raised some money, but not at the scale strategy needed. STRC, by contrast, was designed to stay close to its $100 share price while offering a dividend yield that he said was somewhere like 12% right now, which is even higher than they promised of 11 and a half percent, making it more legible product for investors who want yield with limited side volatility quitting them here. I think of it like striking oil, he said. You discover oil and the oil just gushes out. And that's kind of what they have identified here. And that's what they identified something really which has a lot of financial power to it. And it is still so early. And that's the key word right there. We early now. That metaphor sat at the center of the interview. Roy's point was not that STRC replaces Bitcoin, but it gives strategy a more scalable way to bring traditional capital into a Bitcoin treasury strategy. He compared STRC to a stable value instrument for brokerage accounts, saying investors who do not want direct Bitcoin volatility may still find the structure attractive if it holds Neil near par and keeps paying income. He went further, arguing this is how Bitcoin begins to reshape financial systems from the inside. What strive and strategy and these kinds of companies are doing is actually it's because they understand what Bitcoin's value is as collateral and that they're building credit. On top of that, they're using Bitcoin as the virus to infect traditional finance. This is very, very good for Bitcoin and very, very good for the people who have a stake in traditional finance sectors as well. This thesis explains why Rossi's STRC as more than a one company story. If products like STRC succeed, he suggests they could become a part of the broader digital credit market built on Bitcoin heavy balance sheets. And at the same time, he stressed, not every treasury company can follow the strategy path. The legal and banking costs involved in issuing preferred securities at the scale are high, which means smaller Bitcoin treasury firms may struggle to replicate the model anytime soon. Get me fired up. Excellent. You should be fired up because the next interview I'm going to share from Larry Fink of the world's largest asset manager. They control 14 trillion in assets under management, currently have over 800,000 bitcoin. You know, it's pretty wild. And they only started accumulating in January of 2020. 4. So that's actually break this one down. Next, here's a quick little clip from Larry Fink, the CEO of the world's largest asset manager, BlackRock.
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Believe BlackRock is well positioned for what comes next at the intersection of the forces reshaping global finance. From the expansion of the capital markets to the evolution of AI and the digital transformation of investing. I just published my annual letter. I write this letter each year after hundreds of conversations with clients and leaders around the world. And lately there's a common theme. People feel like the world is changing faster than they can process. Countries are investing more at home and artificial intelligence is advancing at an extraordinary pace. And capital is moving differently. At the same time, enormous value is being created in the capital markets. But not everyone feels connected to that growth. If more prosperity is being generated in markets, then more people need the opportunity to participate in them. That's what this letter is all about. Expanding long term ownership through stronger retirement systems, earlier wealth building and modernizing markets that make investing more accessible and more possible. At its best, long term investing links your future to your country's future. When that connection is strong, economies are stronger too. At BlackRock, that's the work we focus on every day with our clients around the world. We enter 2026 with strong momentum, delivering record net inflows and reaching a new high of $14 trillion in assets under management in 2025 as clients entrusted us with nearly 700 billion of new assets. Those results reflect on the role we aim to play helping clients navigate change and investing for the long term. And we believe blackrock is well positioned for what comes next at the intersection of the forces reshaping global finance. From the expansion of the capital markets to the evolution of AI and the digital transformation of investing, I remain a long term optimist. Markets have always moved through periods of uncertainty. The question isn't whether change is coming, because it is. The question is whether more people will have a stake in what comes next.
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There you go. Yo. Larry Fink couldn't be more bullish on Bitcoin. Already the largest holder as far as any entity that exists in the world today. Next to Satoshi, who is an individual or potentially a collective, we really don't know. But very fascinating again, 14 trillion in assets under management from the Finster and BlackRock and that's only one company. There's also Fidelity and a slew of others. When it initially went live the institutions for the ETF products back in January of 2024, there was initially 11 and now there's even more and it's only gaining traction. And now we have other countries adopting bitcoin at unprecedented levels. You know, sovereign wealth funds all competing for the same bitcoin, the same asset class with a finite limited supply. And I don't think that's going to slow down. That's why we're at the showdown and the shogun gets the samurai sword, you know, and here we go, he gets bitcoin and shareholders get the paper pretty much he takes basically they supposed to be buying the bitcoin with your money but it goes to Coinbase prime so it's all just paper bitcoin. At the end of the day you're right. Same thing with gold ETFs or any other ETF or what it may be. That's why it's best to hold the underlying asset self custody it because only properly self custodied bitcoin is unconfiscatable. And if you trust the lizard folk, you'll self custody your bitcoin and I'll leave it at that. Next up, Fire or Fira Launches Fixed Rate Defi lending market with 450 million in deposits this is an Ethereum based D5 lending protocol. I guess it just launched. They said on Tuesday it was launching with 450 million in deposits, almost half a billion. Highlighting demand for the fixed rate on chain credit, Fira said the protocol's fixed rate credit market allows users to lock borrowing costs and lending returns for defined periods by organizing lending around maturities rather than floating utilization based rates.
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fdic, according to the announcement. The fixed rate model differs from most defi lending protocols where borrowers are not lock funding costs, lenders cannot predict returns and making long term defi lending less predictable. FIRA said its model organizes markets by maturity and determines interest rates by supply demand mechanics, replacing utilization algorithms that fluctuate with borrowing activity. They also said the design is intended to create a more predictable onchain credit market by introducing yield curves and defined maturities, features that are standard in traditional fixed income markets but rare in Defi. FIRA is not the first defi lending protocol built around the fixed rate credit. Other protocols with similar structures include notional finance, IP and term finance. Let me know if you heard of any of them now. Fira said it debuted with 450 million in deposits which are reallocated from users of the modular lending platform Euler Finance during the pre launch phase which began Jan. 8 there, according to their chief financial officer. They say FIRA was pre launch January opening with a first market called uzr which enabled roughly a thousand users who were already on Euler in a product available on Euler to migrate their assets at a fixed rate. He also said the deposits were a sign of real demand for users seeking D5 lending products with more predictable rates. And I'm actually curious how many of you actually use any D5 protocols and especially to receive any type of yield hollering. Also, the D5 llama currently shows Fira with about 450 million in total value locked on Ethereum compared to roughly 25 billion for Ave. I do believe AVE is the largest protocol when it comes to that, the sector's yep, largest lending protocol. Let me know if you've ever used AVE and FIRA said the smart contracts have undergone six independent security audits conducted by Sherlock, Spearbit via Cantina, Hexens and Y Audit between November of 2025 and early 2026. Their bug bounty program through Sherlock offers up to a half a million in rewards for users finding critical vulnerabilities and the protocols open source Ethereum based market. This is important because oftentimes these smart contract defi protocols end up getting hacked and they lose hundreds of millions, sometimes billions of dollars. There's always a risk associated collect on that yield. So do keep that in mind. There's also a risk converting your biddies into ethereum to even participate. Next up, Spain arrest suspect in 2025 kidnapping of the Ledger co founding this was a big story which was all over the headlines and they did find another suspect. Let's break it down. Spanish authorities arrested a suspect in 2025 kidnapping of the Ledger co founder David Ballin marking across border breakthrough in one of Europe's most high profile crypto linked abduction cases. Spain's Civil Guard said the suspect was detained in Ben Alamadina in the southern province of Malaga under the European arrest warrant issued by France. The man is accused of involvement in the abduction and torture of Ballin in which attackers demanded a ransom of 10 million euros which is 11 and a half million USD. Ballin was abducted from his home in central France 01-21-2025 and then held captive until a police operation secured his release on the night of January 22nd. The arrest marks the latest development of the case which prompted cross border investigation by the French and Spanish authorities. French authorities had previously identified and arrested other members of the group who attacked Ballin with the remaining suspect allegedly fleeing to Spain to evade capture, according to the Civil Guard and here's a photo of them taken in the suspect now fugitive moved across Spain. Before the arrest, investigators tracked the suspect to the province of Valencia where he was living with his partner and a friend. The group kept a low pro file, staying in apartments rented through the online platforms, using third party bank cards to avoid leaving a trace and according to the Civil Guard, he later moved to Seville and Cadiz before being located and arrested in the town of Beno la Mandina. Authorities added to the arrest transfers. The detention required a large police operation due to the suspect's dangerousness and the risk that members of his criminal organization he was linked to could attempt to free the man. Man, this is wild as crypto linked attacks targeting individuals in France. We keep hearing of more and more of these the case in one of the broader wave of crypto related attacks in France throughout 2025. Remember in June French authorities charged 25 suspects over a series of kidnappings and attempted kidnappings of crypto execs and investors. That's why it's best to keep a low profam. The same month the crypto user was abducted and held captive in France for several hours with attackers demanding cash and access to the hardware wallet containing an undisclosed amount of funds. Then earlier in the year the daughter of the grandson of Pierre Nosiat, CEO of the French crypto exchange Paymium were targeted and an attempted abduction and but the thing victims fought back and escaped. So very scary man. Again you can be profiled if they suspect you know you have large holdings can happen. So be careful. Best not to announce where you're going to be. And of course I mean Satoshi was incognito for a reason obviously. So we'll take a lesson at Satoshi's book. You know what I mean. Now for our feature story of the day Bitcoin Values off the Chart as Bitcoin price metric hits the record lows of this year in 2026 that's right fam. So check it. Charles Edwards, founder of Capriole Investments, confirmed that this was new territory the Bitcoin yardstick divides the market cap by the hash rate normalize over a two year period. The result is an expression of Bitcoin's value at a given price point and hash rate level. Similar to the concept of the PE ratio, except instead of stock earning, the bitcoin yardstick is taking the ratio of energy work done to secure the bitcoin network in relation to the price as explained while introducing the metric in 2022. Here you can see alongside the chart, lower readings equal cheaper bitcoin which equals better value. In February this year Bitcoin generated its lowest yardstick numbers on record, going far beyond the lows of the 2022 bear market. And after hitting 15 month lows near 59000 earlier in the month, which is the new low for the cycle by the way, it was closer to 59.9. The yardstick fell to 0.35 below 1 standard deviation of its mean, the level Edwards described as a prerequisite for the bitcoin being cheap. You know the yardstick currently measures 0.40 still wealth in within the cheap territory relative to the hash. Bitcoin's yardstick is literally off the chart in deep value. So I I call it a bogo. Buy one get one take advantage of the cheap bitties before we're back. You know in the firmament price discovery hash rate weather is a 40 price decline. The Bitcoin miner struggle this year as the price has fallen but the hash rate remains around the 1 zeta hash per second level. Per data from the bit info charts the results of the lower hash rate decline compared to the price which is currently more than 40% below the all time high. And it's a bogo. Earlier in the March, Edwards noted a measured collapse in miners bitcoin selling as the price recovered from the record lows. Something that historically has always been bullish as he shared right here, a measured collapse of the bitcoin mining selling after a price drop. All bullish, you know. And there you go. And checking out coinmark cap.com here's the latest read of what's going on in the market. Market cap on the decline today. Lots of volatility down 1.5% currently 2.38 trillion. The Bitcoin specific market cap just fell below 1.4 trillion. To be precise 1.384 trillion today. And checking out the Crypto Greed and fear index we continue to drop. We recently hit an 8 yesterday for the cycle low. I believe it was a 4 thus far around the time we hit the $60,000 low. And right now we're an 11 in extreme fear. And also got to check out the time chain calendar, see what block height we're on. It's 942 024. And as of today, March 24, 2026, you can exchange one fiat monopoly dollar for 1400 and 44 sats. 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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