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Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. You chose to hit play on this podcast today. Smart choice. Make another smart choice with Auto Quote Explorer. To compare rates from multiple car insurance companies all at once, try it@progressive.com Progressive Casualty Insurance Company and affiliates. Not available in all states or situations. Prices vary based on how you buy.
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something important just happened. During a geopolitical conflict, Bitcoin is literally outperforming gold. Let that sink in. Because for the first time, we may be watching the big bitcoin transition from a risk asset to a global safe haven. $2 million bitcoin may have just been quietly triggered and almost nobody is paying attention. This shouldn't be happening, but it is. And it didn't come from hype. It came from the market itself. Let me explain what just happened. During rising geopolitical tensions, Bitcoin is now outperforming gold and silver. In fact, JP Morgan says bitcoin has beaten gold and silver during the Iran war. And it's a fact. Gold just saw one of the sharpest drawdowns in decades. Literally 50 years. As capital rotates towards bitcoin, let it sink in. Because for years, investors believe quite the opposite. Bitcoin was supposed to collapse during uncertainty and gold was supposed to win. That was the model. But right now, that model is breaking. Because during a moment of global instability, Bitcoin is acting like the stronger safe haven. And when uncertainty rises, capital looks for somewhere to go. And right now, that somewhere maybe Peter shifting. And that changes the game. This isn't just about the price action. It's the. The signal. A signal that Bitcoin may be transitioning from a risk asset into a global macro asset. The great transitioning. The great rotation as Samson Mou coined it, something capital can move into not just for the upside, but for the protection. And once that shift begins, demand changes and changes drastically. Now here's where things get even more interesting. Because while the shift is happening, the demand engine behind Bitcoin is quietly accelerating. Michael Sailor just expanded a $42 billion capital machine designed to acquire Bitcoin. 21 million, I'm sorry, $21 billion raise for MSTR, the stock and also for STRC, the stretch program, which pays that high yield dividend of 11 and a half percent annually. That's a collective of 42 billion in capital dedicated to acquiring a fixed supply asset, Bitcoin. And at the same time, new Data shows up 80% of buyers and strategy yield product, which is STRC or are retail investors as outlined right here in the headline. Not institutions, not sovereign funds, everyday investors. Which means something subtle is happening under the surface. The base of Bitcoin demand is expanding from institutions to corporations to now retail capital flowing through new financial products. And all of it feeds the same machine capital, Bitcoin supply removed. But Bitcoin has a constraint no other asset has. Because the supply is cannot respond. There is no mechanism to increase it. No central bank, no emergency issuance, no dilution. And Bitcoin still operates inside a market that is small relative to the global capital. For example, today Bitcoin's market cap is just shy of 1.4 trillion, which is tiny compared to the assets it's beginning to compete with, including gold at 36 trillion, global bonds exceeding 145 trillion, and the global real estate market exceeding 390 trillion, which means even a small shift in capital matter matters. Because the math is quite simple. Let's do some. If just 5% of goals 36 trillion market moved into Bitcoin, we're talking 1.8 trillion of demand higher than the market gap today. And Bitcoin doesn't need all of it, only needs a fraction. And that's just gold. What if just 1% of the global bond market, 145 trillion reallocated, that's another 1.5 trillion. And if just 1% of global real estate, which is at 390tr trillion shifted, we're talking another 4 trillion. Now combine even a fraction of those flows and you're talking about trillions of dollars competing for the same fixed supply asset, an asset with no way to expand the supply. Which means the adjustment doesn't just happen gradually, it happens through price. Because when capital moves from large markets into a smaller one, the liquidity disappears. And when liquidity disappears, price doesn't move slowly, it just reprices all together. This is how major valuation shifts begin. So first 200,000 bitcoin, then a half a mil, then a mill and eventually the number that sounds unrealistic today, especially when we're sitting at 66,002 million per bitcoin. And not everyone can see that, you know, but even that may be conservative, and that's just a fact, because at that point, Bitcoin stops competing with speculative assets. It begins competing with the global safe haven assets, including gold, treasuries and sovereign reserves, the foundation of the financial system. And when capital starts recognizing Bitcoin as a safe haven during these politically uncertain times and global war and things of this nature, it doesn't just trickle in, it's gonna flood. So I say open a floodgates and send it. Which leads to the real question. If Bitcoin is already beginning to outperform gold during a geopolitical conflict, while tens of billions of dollars continue flowing into a fixed supply asset, what happens when the rest of the world catches on? And how high does bitcoin go when capital stops choosing gold and starts choosing bitcoin instead? Because that shift may already be underway if the news was real. So here's the deal. At times like this, when Bitcoin's correcting and it's 50%, you know, down from the all time high, I get it. A lot of people are like uneasy, they're upset, they're maybe even, you know, obviously not in the green anymore, depending upon where you bought along the journey. This is not bitcoin's first rodeo. Let that sink in. Bitcoin has had significant corrections since the inception of the asset. Right? I think there's been eight major times we've corrected over 50%. It happens every having, you know, without fail, without exception. It happens every single time people write it off. Oh my God, I wish I didn't get this. I could have just held my Pokemon cards, you know. But you're all gonna regret saying that when bitcoin starts going parabolic and breaks out because you guys fail to recognize there is a finite limited supply, A, B, T, C, there can never be more. There's thousands of billionaires, there's, I don't know how many countries there are, but there's a ton of them. They're already starting the global hash war right now. We have the sovereign wealth funds, we have the retirement plans. Over 40 trillion about to pour into Bitcoin. We got the 401ks, you know what I mean? There is so much capital in the world. 8,900 trillion, possibly 1,000,000,000,000, for Christ's sake. It's all going to flow into bitcoin. It's all going to zero against bitcoin. And some of you are like, oh my God, if only I held on, you know, stuck to the Pokemon cards and didn't buy bitcoin, I wouldn't be in this situation right now. Well, if you got into bitcoin, you got to have a long term horizon. You know, it's low time preference is the name of the game. And if you can stick around for four years, I don't know a single investor who loses in bitcoin. If you can hold for the long haul. But hey, to make it more concrete, hold for two cycles. It's a long. It's a savings account mathematically guaranteed to increase your purchasing power. Today's episode of Bitcoin news alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states.
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Hi, I'm Dr. Sarah Dacoret and I created Oestra by interbalance, the first all in one prescription strength bioidentical hormone cream for women experiencing perimenopause, menopause, postpartum endometriosis, PCOS or other hormonal imbalances. Oestra replaces five to six products women typically use to treat symptoms with only one drop, 10 seconds a day. So if you're fatigued, have mood changes or skin shifts, yet your labs say everything's normal, visit innerbalance.com to start feeling like yourself again. That's innerbalance.com and if you're talking right
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now, you don't understand the asset. Look at the bitcoin to real estate correlation over the last 15 years. Look at the bitcoin to iPhone correlation over the last 15 years. At one point it was hundreds of bitcoins to buy an iPhone. How many bitcoins you need today to buy an iPhone? A fraction of a fraction of a fraction. A few. Satosh, you know what I mean? Bitcoin is doing exactly what it was designed to do. And it's those who lack the vision don't understand the asset in the first place. Bitcoin's going to do what it do. I guarantee it's going to go hundreds of thousands, millions of dollars. But not everyone's going to see that. You know what I mean? It's not going to happen overnight, but when it happens, it's going to happen. And it's going to catch a lot of you off guard. So prepare now. You know, those who prepare are those going to be the ones who reap the greatest rewards. And I truly mean that. So don't let it get you down. It's not like bitcoin loss. Oh my God, we're down 50%. Who cares? It's your piggy bank, right? Keep stacking sats in your piggy bank, your sats will increase dollar cost average and in 10 years. Let's have this conversation again. You know, I promise you we're not going to be stuck at 60,000 for long. You know, the greatest asset to ever exist, the only asset on earth unconfiscatable by the dark forces of evil. And the only one, they cannot print or find more in the earth because it's program from the very beginning. 21 million, finite, limited supply. Also we have the true scarcity. 4 or 5 million loss gone forever. Finito signar. Try tomorrow. Nice to know you. Right. Let that sink in. You know, I know I'm going on a little rant here, but I'm 100% passionate about this topic because I've been in bitcoin since it was fifteen hundred dollars. And I've heard these same arguments over and over every cycle. Same arguments, you know, and so there was a time bitcoin was a dollar. We had the same naysayers, you know, it'll never go to $10. It can't 10x. You know, we're lucky it's a dollar, you know, and then it hits $10. And then same people never go to $100. Might as well sell it, you know, for it crashes to zero. And then where the did it go? You know? Thousand dollars, $10,000, $100. You see how many times bitcoin has went parabolic on a factor of 10. It's up hundreds of millions of percent since the inception of the Genesis block. It's going to continue to 10x. You know, maybe sometimes it won't happen in one cycle and it takes two. Big whoop, you know, cuz when Bitcoin 10x's from 100g's we're talking $1 million per coin. And then we start having $10 million conversations and then you're going to forget, oh, we were stuck in the 60s. I got scared. The FUD shook me out. Terence Howard he declared bitcoin to die a slow death. Oh my God. You know she's calm down right? You guys forget what bitcoin is. You forget why bitcoin was created in the first place, and you forget what you got your hands on right now. Some of you guys will just never learn, never get it. But I hope you can see the light, see the future. Not everyone can. Transition into our next feature Story of the Day JP Morgan says bitcoin has beaten gold and silver during the Iran war and gold just had the biggest sell off in literally 50 freaking years. So check it. JP Morgan says the Iran war has produced an unusual market split. Bitcoin is showing signs of a safe haven demand, while the gold and silver, which are the traditional geopolitical hedges, have weakened under the pressure of the outflows. But profit taken and deteriorating liquidity. In a report dated March 26, you have this analyst and his team said that bitcoin has held up better than precious metals since the conflict has escalated. Gold is down 15% this month, according to the bank, while the gold ETS recorded nearly 11 billion of outflows in the first three weeks of March. Silver has also come under pressure, with JP Morgan saying ETF inflows built since last summer have now been unwound even as bitcoin funds continue to post net inflows over the same stretch. That divergence is not just a price story, JP Morgan argues. It is also visible in the positioning and market structure. Gold and silver had become heavily crowded trades after the run that pushed gold around. I think we even hit close to 5,700 an ounce, silver nearly $120 earlier this year before the selloff at as the rates rose, the dollar strengthened and investors moved to de risk, those positions started to unwind. CME based positioning shows a sharp drop in gold and silver exposure since January, while bitcoin futures holdings have stayed comparatively stable in the recent weeks. The bank's explanation is more nuanced than a simple bitcoin replace gold narrative. Bitcoin initially sold off with other risk assets when the war broke out, briefly falling into the low 60s range before stabilizing back in the high 60 to 70,000era. In fact, we even recently touched 76 before the recent correction of where we're at. JP Morgan's point is that bitcoin is not to behave like a classic shelter for the first shock phase, but it's recovered as flows return. While gold and silver kept losing support. JP Morgan also tied that relative resilience into the crypto utility in a stressed jurisdiction. The deterioration in liquidity conditions and gold have seen its market breadth decline below that of a bitcoin currently. Now in a separate summary of the same report, JPM said the surgeon Iran's crypto activity highlights the role as crypto as a safe haven and asset in countries experiencing economic and monetary instability and geopolitical stress. The bank cited Chain Alice's data showing increased Iranian crypto activity after the outbreak of war, including transfers from domestic exchanges into self custody, wallets and international platforms. That combo of borderless settlement, self custody and round the clock trading sits at the center of the bank's argument. Bitcoin's momentum indicators, which had fallen into oversold territory, are now moving back towards neutral, JP Morgan said, suggesting selling pressure may be easing. Gold and silver's momentum, by contrast, swung from overbought to below neutral as liquidations accelerated. The bank's liquidity work points the same way goals. Market breath has now fallen below bitcoins while silver's thinner death has made a decline even more violent. And this is something Samson Malcoin, the great rotation and it's happening now, which is ultimately a capitulation. Gold and silver were doing their thing completely having the biggest dump off, especially gold in 50 years. We ain't seen a dump like this. Caught a lot of the gold bugs off guard, you know, and bitcoin started accumulating. We went up to 76, granted. We're having a little bit of a correction now, granted, whatever, we're down what, three and a half percent on the day, whatever it may be. That's nothing. We've seen it all before, you know, bitcoin, this ain't, you know, nothing new. Bitcoin's been around like 17 years now and it's not going anywhere, you know. So we got over 20 million bitcoin mined. We just recently hit that milestone, which leaves us with 1 million Bitcoin left to go between now and the year 2140. In times like this and especially with uncertainty, you know, geopolitical stress and war, which safe haven do you choose? Is it precious metals? Is it these bonds, you know, or is it bitcoin or some other coin? Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary not available in all states.
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Hi, I'm Dr. Sarah Dacoret and I created Oestra by Inner Balance, the first all in one prescription strength bioidentical hormone cream for women experiencing perimenopause, menopause, postpartum endometriosis, PCOS or other hormonal imbalances. Oestra replaces five to six products women typically use to treat symptoms with only one drop 10 seconds a day. So if you're fatigued, have mood changes or skin shifts yet your labs say everything's normal, visit innerbalance.com to start feeling like yourself again. That's innerbalance.com let me know your thoughts.
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Get into our next story of the day. Fam 80% of strategy stretched Buyers or Mom and Pop Investors I wouldn't have thunketh, you know, because we know retail was a thing of the past when it comes to bitcoin accumulation, especially this particular cycle. It's all been institution driven but sailors products such as stretch, which is STRC, which pays the high yield dividend of 11 and a half percent, 80% mom and pops. That's right. Retail investors dominate Strategy Stretch shares, which have been used to acquire over a billion dollars worth Bitcoin this year and roughly 80% of STRC holders are retail, according to their CEO who said on Wednesday these investors prefer low volatility high yield digital credit. Retail investors prefer low volatility high yield credit. The figure suggests that retail investors are still interested in exposure to Bitcoin even though it's down 45% or maybe even closer to 50 from the all time high. Sailor has been stepping up the sales and marketing of Stretch following the drop in Bitcoin and the company stock, pitching the shares as a way to gain exposure to Bitcoin without the volatility. In March strategy used 1.2 billion from the at the market sales of STRC to buy Bitcoin, though it switched back to using the sale of common stock and the most recent buy. And recently he just made a big announcement of raising 21 billion in capital through STRC and another 21 billion through MSTR. Collectively that's another $42 billion raise in the process to buy more bitcoin. He also recently announced normally the hardest thing in the world to do is to sell a new credit instrument to a retail investor. Sailor said that Thursday at the 2026 Digital Asset Summit in New York and they were talking about him on CNBC. Here, Sailor quoted him 11% is a big number. Am I offering you, if I can call it a money market Fund digital credits redefining the yield Today we discuss Stretch STC on the power lunch now. Speaking on the power lunch he said the idea to create an on ramp for people who believe bitcoin is going to be around for the long term but they can't handle the volatility in the near term. He added the stretch strips the first 10 11% of the annual bitcoin returns passes it to the credited investors. STRC is way over collateralized but strategy is betting that Bitcoin will rise more than 11% per year and our equity holders are going to make a fortune with. While credit investors are happy with 11%, they seem to be pretty happy strategy. Common stock is down 19% this year and almost 71% from the all time high July 2025 when it was 456 bucks. The stretch shares meanwhile pay annual dividends of about 11 and a half percent. Some are projecting 12% which is higher than the US treasuries which only give you about a 4% yield. So it seems like a fantastic product because there's nothing. There is no second best when it comes to a high yield like that. Right? Which would you prefer, 4% or 11 and a half? Right. The investors are perpetual derivatives, meaning they do not have a maturity date. So strategy never has to pay investors back like a bond and they can be held indefinitely earning dividends. The dividend rates variable and adjusts on monthly market conditions. The goal of those adjustments is to keep trading price anchored to near $100, making it behave more like a high yield savings account than a volatile stock or crypto asset. Sailor looks to double down on stretch. I just mentioned it earlier. He is raising 21 billion from that product and another 21 billion from STRC, which is a combined total of 42 billion worth of Bitcoin about to be purchased from the Sailor man. He already has over 760000 Bitcoin. You know, BlackRock, the largest ETF of Bitcoin, which is iBit, has over 800000 Bitcoin collectively. They basically control the majority of the market compared to any other ETF or corporate treasury play. There's no one even remotely in second place, you know, at this point besides those big juggernauts. In fact, MARA just dumped a big portion of their bitcoin holdings and they were number two under sailor. So now I think Jack Mueller's company, 21 just climbed that ladder and is now number two. Next, story of the day, Gamestop did not sell. It's 4709 Bitcoin after all. All according to their latest filing. There was a lot of speculation they dumped all their Bitcoin holdings. Apparently not. Gamestop revealed this on Tuesday. It pledged nearly all of his Bitcoin as collateral on Coinbase as part of a covered call strategy back in January, ending two months of speculation over whether it had sold the coins. And in a 10K annual report with the SEC, the video game retailer revealed it pledged 4,709 Bitcoin nearly all of its stash as collateral under the agreement with Coinbase Credit using the position to sell covered call options. The SEC clear speculation from January the Gamestop was preparing to exit its Bitcoin position after onchain analysts pointed out it transferred its entire Bitcoin holdings to Coinbase Prime. We always think the worst, right? Whenever something moves like oh no, they're dumping it onto the market. But often times we're wrong. You know Hindsize 2020 as they say. The Bitcoin treasury industry has faced pressure the recent months as bitcoin fallen 45% from the all time high. Some catalysts cast in doubt last year on the sustainability of the buy and hold strategies. Questioning thy huddle. The nerve of these bastards. The move shows Gamestop sought to earn income on his Bitcoin by placing short dated call options with strike prices between 105 and 110 that are set to expire today. Friday. The disclosure shows 2.3 million in unrealized gain. They're in the green and a 700000 liability tied to the options. While some covered call contracts and expired on exercise in January, GameStop's covered call strategy enables it to sell call options that give buyers the right to purchase as Bitcoin at a fixed price. Gamestop earns premiums and retains the Bitcoin if the options are an exercise. And since GameStop moved the 4700 Bitcoin to Coinbase, a counterparty can then re hypothecate or reuse the pledge Bitcoin Gamestop is no longer counting those assets as directly held. Putting Bitcoin up as collateral resulted in the their cognition of the pledged digital assets and the correspondent recognition of a digital asset receivable. Although the classification of these assets have changed, our economic exposure is consistent with direct ownership of the underlying biddies. GameStop will hold one Bitcoin that wasn't put up for collateral. Wowzers. They're a whole coiner. Amazing. Gamestop added it pledged bitcoin was worth 368 million. That was January 31st and recorded an unrealized loss of 60 million on that date because of the price drop. GameStop launched their bitcoin treasury after their CEO Ryan Cohen met with Strategy Chair Michael Sailor in February of 2025 discussing how Bitcoin strategies can be implemented and prior to moving the 4700 bitcoin to Coinbase, GameStop's bitcoin stash ranked in the top 25 bitcoin treasuries. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. You chose to hit play on this podcast today. Smart Choice make another smart choice with Auto Quote Explorer to compare rates from multiple car insurance companies all at once. Try it@progressive.com Progressive Casualty Insurance Company and affiliates not available in all states or situations. Prices vary based on how you buy
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hi, I'm Dr. Sarah Dacoret and I created Oestra by Inner Balance, the first all in one prescription strength bioidentical hormone cream for women experiencing perimenopause, menopause, postpartum endometriosis, PCOS or other hormonal imbalances. Oestro replaces five to six products women typically use to treat symptoms with only one drop 10 seconds a day. So if you're fatigued, have mood changes or skin shifts yet your labs say everything's normal, visit innerbalance.com to start feeling like yourself again. That's innerbalance.com beholden size and if you
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don't know now you know yo Next story of the day. This is a shocker. David Sacks 130 day term as Trump's crypto and Azzar has ended. Why do you think? Let's speculate, shall we? David Sachs, venture capitalist, became the special White House official under President Trump last year, wrapped up his 130 day tenure as crypto and azar, but will continue to shape the policies and make My first speculation is like yo, he's obviously not happy with what the government is doing. We've been doing nothing with our crypto, right? We should be stacking mad sats or doing something significant and maybe he's fed up and don't wanna be a part of it no more. You know that's my first assumption, but let's dive deeper, he says. We have now used up that time, sacks told Bloomberg on Thursday, noting he will continue making policy recommendations across the board range of tech industries. As a co chair of the President's Council of Advisors, Advisors on Science and Technology, Sachs has been an influential figure at the White House since Trump tabbed him in December in 2024 as his key advisor on tech, Reuters noted that under US rules such special government employees are limited to 130 days of work in a 12 month period. I've never heard of that before but h still the new role will overlap his previous duties as the crypto Azar as he and other members will study issues together before issuing official recommendations. You know what I think Crypto czar should be? Michael slayer for the U.S. what are your thoughts? And as the crypto and Azar Sachs help President Working Group on Digital Asset Markets release 166 page report in July which outlined recommendations on how the crypto industry should be regulated and more recently March 20th sax help Trump admin put out an AI framework that seeks to empower AI innovation, workplace development while protecting the children and intellectual property rights. I'm all for protecting the children. I just wish the Department of Justice and the Trump administration, you know, had the same concern. I'm a little skeptical there. Sachs also played in a role in the passage of the stablecoin focused Genius act in July and continues to push for the crypto market structure legislation as we know is the Clarity Act. A report from Fox quitting Senior Advisor to the President said Sachs will continue serving as the AI and Crypto czar while taking on a broader portfolio. Quoting him here, David will always be a crypto Azar, but to the admin more broadly, this new role will allow him to advise on a broader range of the critical tech issues. Meanwhile, PCAST will consist of 13 tech leaders across AI, crypto, healthcare and quantum computing. And amongst the members joining Saxer Nvidia's team. Could you imagine Mark Zuckerberg is on the team. What is this world coming to? This guy sold us all out during COVID You know him. But anyway, sorry guys but that's just I can't see the name Zuckerberg and not be offended especially when he's going to be working for the White House or you know, the government. Anyways, not that he hasn't been working with the lizard folks since forever, but I'm just saying the only crypto native member is Fred Eschrin co founded Coinbase and CEO Mr. Armstrong Strong in 2012 before co founding Crypto Focus VC Paradigm 2018 SAC said as a primary focus of PCAST to ensure America's AI strategy is aligned between the federal and state governments. The problem that we're seeing right now is that you've got 50 different states regulating this in 50 different ways. It's creating a patchwork of regulation is difficult for the innovators to comply with. Next up, Bitcoin ETFs log the biggest outflow in three weeks is the Iran war. Fears rise. Unfortunately this is the latest ETFs logged 171 million of outflows. That was as of yesterday Thursday, their biggest day of redemption since March 3rd when they posted 348 million of outflows. Of course we have IBIT. Black Rocks led the outflows of 41 million, then Fidelity followed with 32 million and Arc sold 30 million. And anytime there's more outflows than inflows, it drastically impacts the market and that's why you're seeing the correction here today. Yo the outflows followed a period of demand for the Bitcoin ETS which attracted 1.36 billion in monthly inflows so far. March on track for the first month of net accumulation since October of 2025 when we hit the all time high. Seems like Yesterday, but when ETFs clock 3.4 billion of net inflows. So do you see the correlation when you have billions of inflows? Price goes crazy crazy when you have billions of outflows. Yeah, not so Sexy is it? US listed spot Bitcoin ETFs are a signal of the institutional demand for the bitty, which fell below the 70,000 mark on Thursday. We did touch, you know, 66 here today, precisely where we're at right now. Bitcoin fell 5% over the past week. As you know the 171 million of outflow signals the Bitcoin ETF investors are beginning to pull back and hedge against geopolitical escalations of the US is really constant conflict with Iran, according to Sean Young, chief analyst at Mexi research. Also, Bitcoin ETFs are just one good day away from reversing their year to date outflows, says senior Bloomberg ETF analyst Mr. Balchunas, who praised the ETS for their incredible fortitude amid Bitcoin's 46 correction from the 126 all time high back in October 2025. For context, when gold fell 40 in a short time frame about 10 years ago, it saw one third of its investors bail. Take that Peter Schiffmeister. 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.
C
Hi, I'm Dr. Sarah Dacoret and I created Oestra by Inner Balance. The first all in one prescription Strength Bioidentical Hormone Cream for women experiencing perimenopause, menopause, postpartum endometriosis, PCOS, or other hormonal imbalances. Oestra replaces five to six products women typically use to treat symptoms, with only one drop, 10 seconds a day. So if you're fatigued, have mood changes or skin shifts yet your labs say everything's normal, visit innerbalance.com to start feeling like yourself again. That's innerbalance.com.
Date: March 27, 2026
Host: Bitcoin News Alerts
This episode tackles a pivotal shift in global markets: Bitcoin is now decisively outperforming gold during geopolitical conflict, particularly in light of the recent Iran war. The host explores the idea that Bitcoin is transitioning from a risk asset to a global safe haven, potentially setting the stage for multi-million dollar valuations. The discussion covers capital flows, institutional and retail investment, comparisons with other global assets, and recent news including significant moves by Michael Saylor, developments with Bitcoin treasuries like GameStop, and updates from the U.S. crypto policy front.
Timestamp: 01:08 – 07:40
Main Insight: Amidst the Iran conflict, Bitcoin has outstripped gold and silver as a safe haven.
Quote:
“For the first time, we may be watching the big bitcoin transition from a risk asset to a global safe haven. $2 million bitcoin may have just been quietly triggered and almost nobody is paying attention.” (Host, 01:13)
Supporting Facts:
Host Commentary:
“This isn’t just about the price action. It’s the signal. A signal that Bitcoin may be transitioning from a risk asset into a global macro asset.” (Host, 02:12)
Implication:
The shift signals institutional and retail recognition of Bitcoin’s safe haven properties, setting the stage for increased capital inflows.
Timestamp: 03:21 – 05:55, 18:06 – 21:56
Michael Saylor’s Move:
Michael Saylor has expanded a capital machine to acquire Bitcoin, with a new $42 billion raise split between MSTR (MicroStrategy stock) and STRC (Stretch), which offers an 11.5% annual yield.
“Michael Saylor just expanded a $42 billion capital machine designed to acquire Bitcoin. That’s a collective of $42 billion in capital dedicated to acquiring a fixed supply asset, Bitcoin.” (Host, 03:28)
Retail Involvement:
80% of buyers in STRC, Saylor’s new yield product, are retail—suggesting that the base of Bitcoin demand is rapidly expanding from institutions to everyday investors.
“80% of Strategy Stretch Buyers are Mom and Pop Investors—that’s right, retail investors dominate Strategy Stretch shares…” (Host, 18:08)
Contrast to Previous Cycles:
Previous cycles saw mainly institutions leading; now, retail is flooding back in via new structured products.
Product Details:
STRC offers an 11–12% yield, outpacing US Treasuries. The product is over-collateralized with Bitcoin and designed to be held indefinitely for yield, appealing to risk-averse investors.
Timestamp: 04:45 – 06:10
Comparison of Asset Markets:
Host’s Math:
“If just 5% of gold’s $36 trillion market moved into Bitcoin, we’re talking $1.8 trillion of demand—higher than the market cap today… Combine even a fraction of those flows and you’re talking about trillions of dollars competing for the same fixed supply asset…” (Host, 05:19)
Core Point:
Even minor reallocations from larger asset classes could send Bitcoin’s price radically higher due to fixed supply.
Timestamp: 07:00 – 10:22
Fixed Supply, Scarcity, & Historical Corrections:
Bitcoin faces periodic 50% corrections (8+ times in history), but always rebounds due to its capped supply (21 million).
“Thousands of billionaires… already starting the global hash war… over 40 trillion about to pour into Bitcoin… It’s all going to zero against bitcoin.” (Host, 08:10)
Historical Adoption:
The host urges patience and long-term vision, referencing Bitcoin’s rise from $1 to current levels, mocking cyclical bear narratives.
“Bitcoin is doing exactly what it was designed to do… It’s up hundreds of millions of percent since the inception of the Genesis block. It’s going to continue to 10x.” (Host, 10:12)
Advice to Listeners:
Hold a low time preference—view Bitcoin as a ‘savings account’ mathematically guaranteed to increase purchasing power.
Timestamp: 12:04 – 15:40
JP Morgan Report:
Quote:
“JP Morgan says the Iran war has produced an unusual market split. Bitcoin is showing signs of a safe haven demand, while gold and silver, which are the traditional geopolitical hedges, have weakened under the pressure of the outflows.” (Host, 12:19)
Core Argument:
The shift isn’t just price action—market structure shows robust positioning in Bitcoin compared to gold and silver.
Chainalysis Data:
Iran saw increased crypto activity after conflict began—self-custody and cross-border transfers—demonstrating Bitcoin’s utility in stressed jurisdictions.
Samson Mow’s “Great Rotation”:
Institutional capital rotating out of gold into Bitcoin.
Timestamp: 21:58 – 25:56
“GameStop revealed it pledged 4,709 Bitcoin—nearly all of its stash—as collateral under the agreement with Coinbase Credit… as part of a covered call strategy.” (Host, 22:38)
Timestamp: 25:57 – 28:28
David Sacks Steps Down as Trump’s Crypto Czar:
Sacks wrapped a 130-day term, now moving to a broader advisory role on tech.
“David will always be a crypto Azar, but to the admin more broadly, this new role will allow him to advise on a broader range of the critical tech issues.” (Host quoting advisor, 27:52)
Frameworks and Bills:
Sacks’ work included a 166-page report and contributions to the Genius Act (stablecoins) and Clarity Act (market structure).
Timestamp: 28:29 – 31:42
Recent Movement:
Context:
Significant ETF inflows have previously led to tops; outflows now signal short-term caution as investors hedge against escalating conflict.
Quote:
“US listed spot Bitcoin ETFs are a signal of the institutional demand for the bitty, which fell below the $70,000 mark on Thursday… as the $171 million of outflow signals the Bitcoin ETF investors are beginning to pull back and hedge against geopolitical escalations.” (Host, 29:46)
On Bitcoin as a Safe Haven:
“Let that sink in. Because for years, investors believed quite the opposite. Bitcoin was supposed to collapse during uncertainty and gold was supposed to win. That was the model. But right now, that model is breaking.” (Host, 02:02)
On the Unique Supply Constraint:
“There is no mechanism to increase it. No central bank, no emergency issuance, no dilution. And Bitcoin still operates inside a market that is small relative to global capital...” (Host, 03:49)
On Long-Term Perspective:
“If you got into bitcoin, you got to have a long term horizon... If you can hold for the long haul... It’s a savings account mathematically guaranteed to increase your purchasing power.” (Host, 09:05)
On ETF Outflows:
“When you have billions of inflows price goes crazy crazy; when you have billions of outflows yeah, not so sexy is it?” (Host, 30:18)
On "The Great Rotation":
“Samson Mow coined it, the great rotation and it’s happening now, which is ultimately a capitulation.” (Host, 14:48)
The episode underscores a momentous shift: Bitcoin’s narrative is evolving—from a speculative asset to a global safe haven, now outpacing gold in the wake of real-world conflict. Both institutional and retail demand engines are accelerating, channeled through innovative products and persistent capital inflows, and despite cyclical corrections, the host maintains conviction that Bitcoin’s future as a centerpiece of global finance—at potentially multi-million dollar valuations—is only becoming clearer.
Host closing remark:
“Don’t let it get you down. It’s not like bitcoin lost. Oh my God, we’re down 50%. Who cares? It’s your piggy bank, right? Keep stacking sats in your piggy bank… Let’s have this conversation again in ten years.” (Host, 10:56)
For more, visit bitcoinnewsalerts.net for livestreams, video, and Q&A participation with the host.