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2298: $100M Bitcoin INEVITABLE - Dollar-Sat Parity Signals Endgame
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what happens when one dollar equals one Satoshi? Well that's a hundred million dollar Bitcoin price. And it's not a prediction. That is the state of a system where supply cannot increase and global capital keeps flowing in. That shift has already started. Fidelity says just.001 bitcoin can make you a multi millionaire. That's right. You can check the headlines here. Holding 001 Bitcoin can make you a multi millionaire. According to Fidelity director Jurian Timmer. He also predicts Bitcoin hitting $100 million per coin by 2035. So let's do a deep dive. So I want you to really let that sink in. Imagine just owning 001 Bitcoin and being financially set. Most people still don't understand what that implies because this isn't about hype, it's about math. Bitcoin has a fixed supply, 21 million coins. But here's the reality. Millions are already lost forever. Long term huddlers aren't selling. Corporations are accumulating such as strategy strc buying up 5, 7 times the daily issuance. Also the ETFs are absorbing supply. So what's the actual liquid liquid market? It's only 2 to 3 million Bitcoin which are truly liquid today. And if we zoom that out, this is where it clicks. Global capital isn't small, it is massive. Check out some of these staggering numbers right here. Real estate 673 trillion dollar market. Bonds 109 trillion equities 154 trillion. And gold now with the recent crash is down to 31 trillion. Market cap, that's collectively 900 trillion worth of global assets. Bitcoin, we're still at 1.3 trillion. A drop in the bucket. It's less than point 2% of the global assets. So it's barely even on the radar. This is the asymmetry. Bitcoin doesn't need to absorb all of the capital and doesn't even need 10%. Even a 1% reallocation from global assets would overwhelm the entire bitcoin market. Now go back to what Sailor said in 2023. He said the having cuts the minor pressure. ETFs plug Bitcoin into Wall street and corporations begin reallocating capital. And this was before the ETFs even went live. This was the year prior. So he was right. At the time, people laughed. But today every single piece is happening in real time. That's why he's the Bitcoin alchemist. The having just reduced the new supply spot. ETFs are live as of January 11, 2024, pulling billions into a scarce asset, breaking all previous ETF records by the way, with Ibit Black Rocks leading the charge. And for the first time in history, Wall Street's directly connected to something they cannot print more of. And thank God for that. Not gold. It's inflationary, not real estate. It's expandable. And not equities. It's dilutable. But Bitcoin, that changes everything. Because now you have massive pools of capital entering a fixed supply system. It's all going to zero against Bitcoin. This is where the price target stops sounding crazy and start sounding inevitable. Sailor has already said it clearly. Bitcoin is going to 100 million per coin. Not as hype, but as the logical endpoint of this shift. Now combine that with where this is heading. $sat parity. That's the moment when $1 equals 1 set short for satoshi. And it's not a prediction, it's the the end state which implies one Bitcoin being equivalent to $100 million USD per coin. Not because bitcoin mooned, but because Fiat is being repriced against a fixed supply monetary system. This is the part most people miss. They think Bitcoin needs more demand. The truth it doesn't. Demand is already here. We have the ETFs, we have the institutions, we have the corporations and we even have the nation states, including the U.S. in which we have the strategic Bitcoin reserve and executive order signed into place by the Trumpster in 2025. We got Nig Buel, you know, made Bitcoin legal tender in 2021. But what Bitcoin actually needs less supply. And that's exactly what's happening every cycle. Bitcoin doesn't just go up. It absorbs liquidity from the weaker assets which are real estate, bonds, gold and equities and into the only asset with absolute scarcity. And this time it's different because institutions are allocating, corporations are stacking, governments are watching and accumulating and the available float shrinking fast. There is no mechanism to increase the supply, only price. So when fidelity says 0.1 bitcoin can make you a multi millionaire And Sailor says $100 million Bitcoin, they're not making wild predictions, they're describing the same outcome from two different angles, one looking at capital flows, the other looking at a monetary end game. Both point to the same conclusion. Bitcoin isn't just another asset, it is the final monetary standard. And when that transition completes, you won't measure Bitcoin in dollars, you'll measure everything else in bitcoin. Or better yet, in satoshis. The repricing isn't coming. It's already happening and most people still think it's early. But the question isn't will Bitcoin hit 100 million JV? The question is will you own enough before it does? Let me know your thoughts in the comments and I also want to share some more. Here's a historical overview of what one US dollar is worth in Satoshi over the years. Ten years ago it was 3.3 million SATs. Five years ago over 10,000 SATs. And if we take a look today, looking at the time chain calendar, we can get 1495 sats per dollar, which ultimately means by the time we have $sat parity, Bitcoin is going to appreciate 1500 x from today's price. Now Sailor said 100 million Bitcoin. Now research is confirming 1 million by 2027, which I shared in yesterday's research report. And people still think it's hype. But it's not. It's a supply shock. Here's the original prediction from when he was on Patrick Bet David's podcast. He he said Bitcoin's on a path to be worth $100 million, which means that the US dollar will have lost 99.9% of its value over a hundred years. Warren Buffett knows this. Charlie Munger knows this and this went viral when I shared it. 150,000 views. Let me know if you agree or disagree with Uncle Sailor. Now Samson Ma is no stranger to bitcoin as well. He's been predicting $sat parity and the Omega candle for quite some time. He wrote this in December of 2024. Imagine it's 2035 and Bitcoin is at 100 million per coin. You think back to the good old days when it used to be 100,000.1 million and fiat could be exchanged for sats you wish you had bought more. A time portal appears, you step back through and you're back in 2024. This is your chance and especially with the current correction you could take Advantage stack them sats on the discount. He also the following year in 2025 wrote, I've changed my mind. We should rebase sats to bitcoin but after we hit $sat parity at that time we also need to add 2db. 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 for SAT Sense because we'll just be synonymous with money bitcoin. So there won't be a need for SATs. Sir, that will be 5.78 Bitcoin equals money and as he shared in this interview, Bitcoin is heading to 10 million a coin then dollar sat parity which is implying 100 million per co where pricing and fiat stops making sense. Let me know if you agree or disagree with Samson Ma Also sailor literally told you this was coming back in 2023 havings cut supply ETFs, plug Bitcoin into Wall street corporations reallocate trillions. Now it's happening and Fidelity is modeling $100 million Bitcoin sharing by the year 2035. Yet people still think this is nothing but hype. It's just the system repricing in real time. And I couldn't agree more with that. Now I also want to share this with you. We'll look a little deeper into the Fidelity predictions. While several retail analysts have been given some crazy targets for Bitcoin, this time Fidelity has made some mind blowing predictions in its recent held special Very Special webinar. Boston based investment giant has turned ultra bullish for Bitcoin. The analyst at Fidelity took a deep dive into Bitcoin, discussing its possible effect on the market. Fidelity has been in the crypto space, naturally, for a while. The financial giant has its own crypto subsidiary offering enterprise grade bitcoin custodial services to institutions. And ironic enough, they're one of the few major institutions which self custody their own bitcoin unlike Black Rock's eye bit and the rest of them and drawing inferences through the stock to flow model by Plan B, which we touched upon in yesterday's pod. So suggesting roughly 500, 000 per coin for this cycle where we're at. Fidelity has put forward a 100 million price target for Bitcoin by 2035. And furthermore, it also sees bitcoin touching a million dollars by the top of the decade, which means by 2030. So Jurian Timmer is the guy behind the global macro Fidelity, and he's the one who hosted the webinar making these bullish predictions. But the question is, is it even real for bitcoin to touch 100 million as Fidelity expects? And I like to point out the real story right now is absolutely focused on how much supply is available. The liquid supply right now is between 2 to 3 million bitcoin everyone always throws around there's 21 million bitcoins. Yes, but 75% approximately is illiquid right now. Means nobody can buy it regardless of what you're trying to pay for it. That's what creates supply shocks. That's what creates repricing events where bitcoin goes parabolic. What's your thoughts on dollar set parity as the end game? I'm not saying this is going to happen overnight. That's why we coin it the end game. But can you see it happening? And obviously on the way to 100 million, we'll hit a hundred, you know, thousand. Once again we'll hit 1 million. And if we factor in 10x multiples, before you know it, we go from a million to 10 million. We're at $100 millionat parity and even 1 billion, which Fidelity also suggests happening. Today is POT episode 2298. I'm your host JV alongside the Fed chair Nipinator, keeping them nipanaton. Today is April 2, 2026. Next up, Meta Planet buys 5075 Bitcoin in quarter one to become the third largest treasury. That's right. Breaking news just in. They just acquired another 5,000bitties during the first quarter of the year for 405 million at roughly 80,000per coin, making the company the third largest publicly listed bitcoin Treasury. According to Bitcoin Treasury's data, the Tokyo listed company Konichiwa now holds a total of 4177 bitties on its balance sheet with an aggregate cost basis of just above 4 billion at an average cost of 104,000 per coin. According to their chief executive Simon GIC. Meta Planet also reported a year to date bitcoin yield of 2.8% for the year, a company metric that tracks growth in bitcoin holdings on a per share basis rather than income generated across the Treasury. The company separately announced first quarter fiscal 2026 operating revenue just shy of 3 billion Japanese Yen which is 18.6 million USD from its Bitcoin income generation business which uses collateral secured bitcoin option strategies within a dedicated portfolio that is segregated from its long term bitty stash. That compares with a full fiscal 2025 revenue of roughly 53 million from the same segment, taking trailing 12 month revenue to around 71 million, according to their latest filing. Now the filing shows Meta Planet pursuing two track bitcoin strategy by expanding its long term treasury while using a ring fence options business to generate revenue that can later be recycled into additional Bitcoin purchases. Capital from the income generation could be rolled into long term bitcoin holdings after option cycles conclude, allowing Meta Planet to convert derivatives revenue into additional bitcoin over time, according to the filing. The company left its consolidated revenue and operating profit forecast for the year ending December 31, 2026 unchanged from guidance issued on January 26, 2026. Meta Planet shares trading lower on Thursday currently $302 a share, down 2% from 308 on yesterday's close even after the announcement, according to Yahoo Finance. Let me know if any of you have any exposure to Meta Planet stock again currently trading at $302. Now if the broader Bitcoin treasury space here. Fellow holding company Nakamoto just disclosed Wednesday it sold 284 Bitcoin for 20 million back in March and I believe they have 99 point plus percent of their revenue. That's Nakamoto Holdings, FYI David Bailey's company. He is the one who runs Bitcoin magazine, but very fascinating. Not all these corporate treasury plays obviously are created equal. Sailor continues to thrive and Meta Planet's been doing quite well considered the Japanese strategy. Konichiwa Corporate accumulation is not slowing down. Sailor did take a week off, but I'm pretty confident he's buying already for the new week and he'll make the announcement on Monday with the Sailor tracker being shared on Sunday and hopefully it's a multi billion dollar buy. Next up, Taiwan should reconsider a Bitcoin reserve in case of war, says the think tank. That's right. Check this out. Taiwan should reconsider adopting Bitcoin as a reserve asset to hedge against global turmoil. 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 and the risk of war, according to the Bitcoin Policy Institute. In a report shared Tuesday, they said China could pursue reunification with Taiwan by military force, either through a blockade or full invasion. Bitcoin would be the only reserve asset that would remain fully accessible and spendable. Quoting them here Unique. Uniquely for Taiwan, Bitcoin provides geopolitical resilience in a PRC blockade or invasion. Gold is stranded or seized and USD reserves face potential restrictions, but Bitcoin remains fully accessible without physical transportation. Amen to that. Nation states have begun to explore the idea of launching strategic bitcoin reserves, seen as a bullish signal. Well, absolutely Trump. We need to start stacking and stockpiling some of these bitties already before Taiwan and China come now. Last year Taiwan Central bank sought to investigate establishing the national Bitcoin reserve. However, the bank ruled it out in December, citing volatility, liquidity and custody concerns, and instead identified the US Dollar as a safer alternative. Hilarious. Now Taiwan is heavily exposed to the risks of the US Dollar debasement because its central bank reserves are at least 80% in US dollar denominated assets, as is most of its trade. Meanwhile, growing U S debt, Federal Reserve monetary expansion, I want to talk to Samson and a potential AI market downturn and declining semiconductor revenues could also accelerate the dollar debasement. Well, here's one thing we know for certain, all fiat currency eventually returns to its original intrinsic value zero. Now Bitcoin can couple with gold to offer the hedge against US Dollar debasement. It can provide another opportunity for the CBC to adopt a reserve asset before it peers and benefits the people of Taiwan with subsequent price appreciation. Quoting them here, it can offer geopolitical insurance against scenarios that hopefully do not come to pass. It can open new methods of trade with less friction. And Bitcoin can provide Taiwan with great measure of the monetary resilience it's brilliance now. They also argued that the CBC's concerns about the Bitcoin liquidity and volatility are valid, but contended that both issues will diminish as the asset matures and gains adoption amongst nations. As they say here, the CBC's concerns are valid but addressable with Institutional expertise on custody, liquidity and volatility. Exactly. So volatility is nothing more than opportunity. As Sailor says, it's life force. It just provides us that much more opportunity, bro. So it's not a weakness, it's a strength. Despite ruling out a bitcoin reserve for now, the CBC committed to testing the tech further in a digital asset sandbox. What are we, children? Sandbox Playground recess. Using crypto, country already holds and Taiwan's lawmaker revealed that the country's ministry of justice holds 210 bitcoins. Interesting. Worth 14 million. Which was confiscated during the criminal investigations. Governments love, you know, stealing or confiscating. My bad bitcoin from criminals, but they seem to always have a problem buying it. Crazy as that sound. They just want to steal it from you is what it seems. Bitbo done list Taiwan and its country reserve rankings. Its disclosed holdings would make it the seventh largest national bitcoin holder be behind El Salvador, but ahead of Finland. And if you don't know, now you know. And my question is for the Trump. Mr. Baron. Trump, I know you're watching the show right now, cuz your father's too busy to watch. When's your father gonna start stacking some bitties for the strategic reserve? We gonna let Taiwan, China and Russia take pole position here. What's really going on, Baron? Let me know and maybe we'll have you on the show, brother. The time traveler himself. Let's dive into our final story of the day. Bitcoin dips, oil rises as Trump addresses nation on war in Iran. And last night, markets were lit, everything was up. You know, bitcoin about to reclaim 70 GS. And then Trump announces we're very close to finishing the war in Iran speech. And then all markets started dumping. I think oil went up, but precious metals and stocks started plummeting. But yeah, crude oil rose over a hundred dollars a barrel while Bitcoin corrected 2%. After the national address by President Trump on the conflict in Iran where he vowed to hit Iran extremely hard. That's fucked up. Over the next few weeks. Speaking of the White House, during the address to the nation, Trump said the US Military is very close to finishing Operation Epic Fury. Who gets to name these operations by the way? You know, I'd name it Fist of Fury in memory of Bruce Lee, but that's just me. Claiming to have wiped out Iran's nuclear and naval capabilities while also significantly hampering its drones, missiles and weapon factories. Quoting them here, I can say tonight that we are on track to complete all of America's military objectives shortly, very shortly, we are going to hit them extremely hard over the next two to three weeks then stocks, crude oil and crypto prices have obviously been impacted by the conflict in the middle east over the past few months. Oil prices eased on Tuesday after Trump said the war would be wrapping up in the next few weeks, Though his latest speech has seen it rise again. And right now the price of crude oil spiked back above 100 bucks per barrel to a buck oh three. Meanwhile, Bitcoin, you know, a little dippy dip on the day. Nothing new. However, Trump also said discussions are ongoing. Both sides have made key demands for ending the conflict with the U. S Pushing for Iran to dismantle its nuclear programs, open up commercial shipping channels and stop the regional support for the proxy groups. Iran wants a permanent end of the war, compensation for damages and an end to the U. S. Military presence in the region. Doesn't seem like they're asking for too much, do they? Amongst other demands, this new group is less radical, much more reasonable. Yet if during this period of time, no deal is made, we have our eyes on key targets. And again, markets reacted horribly shortly after that speech. Conflict in the middle east intensified February after U. S and Israel launched strikes against iran, ultimately saw Iran respond by leading a blockade for the strait of hormuz in a bid to cut the oil supply of one of the world's busiest shipping channels. And hence why oil has skyrocketed since the president claimed that the stock market will pick back up soon as the conflict begins to wind down. Let's hope that's true. While gas prices will drop as he argued that Iran will remove the blockade naturally so it can start rebuilding the economy. Quoting them again. And in any event, when this conflict is over, the straight will open up naturally. It'll just open up naturally they'll going to want to be able to sell oil because that's all they have to try and rebuild. It will resume flowing and the gas prices will rapidly come back down. Stock prices will rapidly go back up. But again the million dooll question right now is are you prepared for $sat parity? Because 001 Bitcoin could potentially make you a millionaire According to fidelity who is suggesting 1 million, no $100 million Bitcoin price by 2035. And a reminder $sat parity would be equivalent to $100 million per Bitcoin. Can you see it happening? Do you agree with Michael Sailor and Samson Ma? 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 and A. And I look forward to seeing you on tomorrow's episode. Hoddle.