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Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game? Well, with your name your price tool from Progressive, you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match limited by state law. Not available in all states. We have the tech to get food delivered in 15 minutes. But we all have horror stories about buying tickets. The GameTime app gives fans the advantage. Get amazing tickets in just a few taps. Fees are included, so what you see is what you pay. And the gametime guarantee means authentic tickets at the best price every time. Take the guesswork out of buying tickets to concerts, sports, comedy and more with GameTime. Download the GameTime app and create an account for $20 off your first purchase. Terms apply. 2 million Bitcoin coming. And almost everyone is wrong about why. And it's not the hype. It's not the ETFs. It's not in the new money. This is a structural shift that is quietly removing Bitcoin from the market. And when that finally clicks, you realize the price moves different from here. Check it. $2 million Bitcoin isn't driven by buyers. Read that again. Not 200 GS, not 500,000, but $2 million per coin. Not more buyers, but sellers disappearing. That's the part almost nobody understands. Here's what just changed for most a bitcoin's life. The price moved based on buying and selling. It was pretty simple. People bought, price went up. People sell, price goes down. That's how most people still think about it. But that model is breaking right now because Bitcoin is entering a different phase. It is no longer just something you trade. It's becoming something you can borrow against. That shift has already begun. Across exchanges, lending desk and institutional platforms. Bitcoin back loans are quietly expanding. I'm sure you've heard of them before. Billions of dollars in bitcoin already being used as collateral today. And most people don't even realize what's actually happening. And it's accelerating. Most people haven't adjusted for that yet. Because the moment an asset becomes collateral, selling pressure doesn't just decrease, it literally disappears, vanishes. Think about it. If you hold Bitcoin and need liquidity, you used to have one option. You sell your Bitcoin. But now you have another option. Borrow against your Bitcoin. That one shift changes behavior completely. Because instead of selling into strength, Hodlers can keep their position and access capital at the same time. Which means fewer coins actually returning to the market. That's the the key. Not because they're gone, but because they're just no longer available. They're being repurposed. And if we zoom out, every major asset follows the same path. First it's traded, then it's held, then it becomes collateral. And Bitcoin is the pristine collateral. Yo, real estate works this way, equities work this way. And once an asset reaches the collateral stage, it stops being optional. It becomes a part of the financial system itself. And that's where Bitcoin is heading quietly. And most people haven't even caught on yet. By the time they do, the price will already gap higher. They're still focused on the price, still asking who is buying jv. But the real question is who is no longer selling? Because that's what actually moves markets. Now we combine that with bitcoin structure, fixed supply, 21 million and don't forget 3, 4 million. Lost, stagnated, gone forever. And there's no expansion, no corrupt government, not even Palm Beach Pete himself can expand the supply. No adjustment. So when fewer coins are available, the price doesn't need more buyers. It just needs the same demand to persist. And we do have a strong demand right now. That's enough. Because now that demand is chasing a shrinking pool. At the Same time, over 14 million Bitcoin are already locked away and cold storage. And that's already verified data, my friends. And another 2 million plus Bitcoin currently sitting in ETFs and corporate treasuries. For example, iBit, the world's largest Bitcoin ETF by black rock, already has roughly 800,000 Bitcoin. Michael Sailor strategy holds over 760,000 Bitcoin. And that's most of the supply. Not trading, not selling and not coming back. That supply is gone. Ghost from the market without anyone even noticing. And shrinking pools don't move slowly, they snap. That's why Bitcoin doesn't grind higher. It reprices. It steps in waves and sudden moves that feel like they came from nowhere. But they didn't. They were building underneath the surface the entire time. First selling pressure weakens, then liquidity thins. Then that's when the price gaps higher. Not because demand explodes, but because supply quietly disappears. Now let's take it one level deeper. If Bitcoin becomes widely accepted as collateral, which. Which it's already doing, then a portion of the supply doesn't just sit idle. It gets locked into the financial infrastructure. Not sold not traded, held and used. And infrastructure doesn't sell, it stays. That's when the game changes. Because now bitcoin isn't just an asset, it's a base layer, a foundation capital can build upon. And once that happens, demand stops being optional and it becomes structural, reoccur occurring, persistent and completely disconnected from the short term sentiment. That's the shift most people aren't ready for. They're still thinking in cycles. But as Sailor declared yesterday, the four year cycle is dead. But this isn't even a cycle, it's a transition. Transitions don't move gradually, they reprice and fast. And once that shift locks in price, doesn't wait for consensus. First 200 000, then a half a milli than a million per coin. Then the level most people still dismiss today, $2 million per bitcoin. Not because everyone suddenly buys at once, but because the market runs out of available supply at the lower levels. That's how the real move happens. Not hype, not narratives, structure. Supply doesn't need to vanish, it just needs to tighten. The real question isn't how many people need to buy Bitcoin for it to reach 2 million. The real question is how much Bitcoin needs to stop being sold but before there's nothing left at prices anyone is willing to sell. And that's the million dooll question my friends. Let me know your thoughts in the comments right down below. Today is Pod Episode 2301. I'm your host JV. Happy resurrection day. Easter Sunday Sat Stacking Sunday I'm going to be bringing the bitty heat. And this is where most people get it completely wrong this. They still think Bitcoin goes up when more buyers show up. That's outdated. What's happening now is the people who already own the bitcoin aren't selling it anymore. They're borrowing against it. So the same coins that used to come back into the market are now locked away. Which means every new dollar coming in is chasing less and less available supply. That's not a cycle, but a structural shift. Let me show you what this actually looks like in real time. Looking at Michael Sailor's post here. He posted the infamous Sailor tracker seven hours ago, which is a precursor that tomorrow he will announce another massive acquisition for the week once he files it with the sec. And as you can see, back to work. You can see Sailors Bitcoin reserve is currently a treasure trove worth over $50 billion. And also keep in mind, Bitcoin is half of where it was from the all Time high. So when this returns back to price discovery, Sailor stash will surpass $100 billion. So I wrote back to work equals back to buying bitcoin supply getting thinner and thinner now also Sailor reposted this here from Simon Jurovich, the CEO of Meta Planet, which is ultimately the Japanese version they put during Q1 2026, Meta Planet acquired 5075 Bitcoin for 405 million at roughly 79,000 per coin and has achieved the Bitcoin yield at 2.8%. Today's episode of Bitcoin news alerts is brought to you by Progressive Insurance. Do you ever find yourself playing the budgeting game? Well, with your name your price tool from Progressive, you can find options that fit your budget and potentially lower your bills. Try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match Limited by state law not available in all states year to date 2026 and as of March 31, 2026, we hold 40,177 Bitcoin acquired for 4.18 billion at 104,000 per Bitcoin. So Sailor, he was the first treasury play to put bitcoin on the balance sheet. That was back in 2020. And now we have collectively over 190 companies just like this following the Sailor put in the Sailor playbook. Also, Saylor says bitcoin will surpass gold. Michael Saylor suggests bitcoin could reach a staggering 200 trillion market cap by 2045. I remind you today Bitcoin is only roughly 1.3 trillion. And the first time I heard a prediction of anyone predicting bitcoin market cap to hit 200 trillion was HAL Finney. Right after the inception of the bitcoin genesis block, he said, an interesting thought experiment. He could foresee so much of the total addressable market flowing into bitcoin, which would send the market cap, you know, skyrocketing, sending Bitcoin to 10 million per coin. Now Sailor sees it potentially surpassing gold's 31 trillion market cap by 2035, driven by institutional adoption and limited supply. I got to agree. Because bitcoin is so much superior, gold is ultimately the poor man's bitcoin. And by the time we surpass the market cap of gold with the great rotation, which is happening right now in real time, I can totally see multimillion dollar bitcoin price action. Let me know where you feel the price will be at that time. Now Sailor tells the Saudi state TV that their $930 billion sovereign wealth fund should buy up all the bitcoin. I repeat, he's already telling the Saudis to buy up all the bitcoin. He says if you want a 1000 extra money, buy bitcoin, buckle up, rocket ship to the moon. Now, if we went up 1500x from where we're at, we're talking $sat parity and $sat parity is when things get really crazy. That's the end game. That's when bitcoin's valid at $100 million per coin because one bitcoin could be divided by 100, you know, million sats. So it's a coming fam. You know, a lot of folks and haters are going to say bitcoin's not going to go up anymore. Terence Howard said it's going to die. You might as well trade it for gold and silver. I say no. We're on another 1000x roller coaster ride. Strap in, yo. Now, Morgan Stanley is also about to put bitcoin in front of 16,000 financial advisers managing 6.2 trillion. This is new news. I'm just trying to show you the demand there is right now. It's massive. The firm just filed the amended S1 with the SEC for the spot Bitcoin ETF called the Morgan Stanley Bitcoin Trust. Now the kicker here, what separates it from everything else? It's the lowest fee in the ETF space, 0.14%, making it the cheapest Bitcoin ETF ever proposed in the U. S. That undercuts Grayscale's mini trust by a basis point and Black Rock's eye bit by 11. Now, competition is a beautiful thing and we also have all the 401ks and IRAs which are now being considered to move into bitcoin as well. We're talking about a 40 trillion dollar market which just goes to show you these massive pools of capital are slowly but surely moving into the hardest asset known as bitcoin. And that's broken down right here. The new US Labor Department proposal would allow Bitcoin exposure inside 401k retirement plans, potentially opening the door for 70 million Americans to gain indirect access to crypto through their retirement account. This marks a major policy shift towards mainstream crypto integration into the long term savings vehicles. The retirement landscape is evolving fast. Like I said, total retirement accounts equate to roughly $40 trillion. 401k specifically is ballpark 14, 15 trillion. All that can now flow into the biddy. Now also Trump says this was recently like a week ago. Bitcoin is very powerful. So many people now they want to pay you in crypto, they want to pay you in bitcoin. We have to be on top of it. Well, you know what you got to do? Let's start putting that bitcoin strategic reserve to use. You sign that executive order, you know, let's get to a million, 2 million, 5 million Bitcoin for the U. S before China, Russia, North Korea and all your enemies do it before you trump. So just a reminder, nudging baron, if you're watching, tell your father now, check it. U. S. Federal debt projected to surge from 39 trillion today to 150 trillion. That's one mathematical certainty that doesn't lie. Math. God's numbers, you know, God's language is math. So if we're going to print 40, 80, 120, that's another 3, 4x the debt that we currently have, which means they got to do massive printing. And what do you think is going to happen to assets like bitcoin, the hardest asset known to mankind, the one asset not to be f with. You do the math, man. It just goes to show you the government has to continue to print to save the dollar, you know what I mean? It creates hyperinflation. And then everything against the dollar basically is going to go parabolic, astronomical, you know what I mean? Only keep enough fiat in the bank you can afford to lose because it's going to be worthless. All fiat currency eventually returns to its original intrinsic value, zero. All right, yo, next up, who owns the Most Bitcoin in 2026? Exchanges, ETFs, treasury companies, governments, whales and Satoshi Nakamoto, aka Venture Inhibitor are the biggest holders of Bitcoin as of March 2026. And everything I share here is backed up by on chain data. So it's not just making this up. This is it. This is the top list bitcoin top holders. On your screen, we got binance coal wallet with 248,000 bitcoin valid at 16 billion today. Then Binance secondary coal wallet, another 151,000 bitcoin valid at 10 billion. Then we got the Robin Hood cold wallet. So yes, what you're noticing is these exchange wallets do control a very vast majority of the bitcoin supply. Below Robin Hood we got bitfinex then tether. You know, they got 96, 000 of the bitties. But ironic, you got the government, US government right below that. And that's due to the bitfinex hack Recovery. They got 94, 000 Bitcoin. We have the individual top wallets. And this is all verified again from arcam. Now that we looked at the top exchanges and you're going to notice Satoshi N. Roughly 1.1 million Bitcoin valid at $73 billion today. You know what I mean? And that's five and a half percent of the supply. Behind that we got the Coinbase 973, 000 Bitcoin VAT at 65 billion. Right below that, the Black Rock 782000 Bitcoin. Almost 4% of the supply. And that's 52 billion below that, Binance. Then we got Strategy, previously known as micro strategy. And one of their wallets, Fidelity custody. And the US government strikes again with 328,000 of the BTC. Here's a summary. Satoshi is the largest holder of bitcoin. That may not come as a surprise. We all know that. Roughly 1.1 million bitcoin worth roughly 73 billion. Coinbase, the second largest entity with holdings 973,000 bitcoin. Black Rock 782,000 and Binance with 646,000. Fidelity Custody. They have their own custody. They don't use a custodian. Unlike. 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. Black Rock and Strategy. They have 436,000 Bitcoin and Strategy has 443,000 in one of their wallets. But they still control allegedly 762,000, though that has not been online verified yet. I mean also the US government claims to have 328,000. According to the onchain data here. These holdings are from various asset seizures. Not from purchasing but from stealing it from the criminals who steal it from the exchanges. And there are multiple unknown bitcoin billionaire wallets with most being inactive following the initial inflow of Bitcoin to the wallet. Those are the smart Satoshi like OGs. And we all know who they are. I don't need to say their names. It's easy to put two and two together. Yo. Here are some of the largest bitcoin wallets. Again, Cold Wallet from Binance. Then we have Binance, Robin Hood. These are all the exchange wallets minus the US government top holders from each category. Individual we got Satoshi front running the game right here. Then we got coinbase, Black rock strategy, US government tether again this is the way it rolls. Satoshi is the largest coinbase, Black rock strategy, US government Then tether exchange wise we know Coinbase is the largest exchange of the US ETF Issuers do have a pretty, you know, big slice of the overall pie here. Black rock, fidelity, Grayscale, Bitwise and Ark invest. Then we got the governments. Let's pay attention here as a global hash war. Yeah, I mean it's taking place as max prophesies. The U. S government, believe it or not, they seize quite a lot of bitties. Currently, 328, 000. That's 1.6% of the supply. But sailor has more than double what the U. S Government has. Trump. Come on brothers, get with the program. UK government 61, 000, El Salvador 7,600 shout out Bukele. Then we have the UAE with only 7,000 and the Royal Government of Bhutan only 4,000 because they recently dumped quite a bit. And then we have the Russian government only 1000. I find that hard to believe with all the Russian billionaire oligards and the Putin's out there. 1000 bitcoins, step up your game. I'm kind of disappointed in the Russians at this point but yeah, so much of the government related bitcoin has been seized and I don't think it's going to slow down, you know. And then there's these other unattributed wallets. Nobody really knows who owns them but you could use your imagination, fetch your nip and hat or just saying and. But there you go. Yo, let me know if that surprises any of you or not on some of the largest holders in the world. All right fam, Next story of the day. Robert Kiyosaki Rich dad recommends the Biddy Gold as 1974 shift comes full circle. Let's just dive right into his tweets. Here's the newest one right here. Bad news he says history has arrived. 1974 was a future changing year. And FYI, this was nine years before the birth of JV. 1974 marked two massive changes in our world's future. Our problem is in 2026 our future is here. The two 1974 future changing events were. 1974, the US dollar became the petrodollar. Rather than backed by Gold, the US dollar was backed by oil. Boo. And today in 2026 the world stands on the edge of world war over oil inflation going through the roof in 1974 there was also ERISA, the Employee Retirement Income Security act which was passed and until 74 most employees a guaranteed retirement income for life. And after this ERISA, millions of employees went to 401k IRAs, RRSPs which guaranteed nothing. Millions of baby boomers will soon find out they have no income once they stop working. Oh no. Adding to the mess, Social Security and Medicare are broke as a joke. Millions of the boomers will be homeless or living in RVs as rising oil prices cause the price of food and fuel to rise. This is occurring simultaneously as the world whole countries and people are deeply in debt. America is today one of the biggest debtor nations in world history. Again, I asked, as I have been asking for years since writing Rich dad, poor dad in 1997, why do our schools not teach the subject of money to students? Don't we all use money? Well, the answer is simple. To keep you and not understand money because it's a Ponzi. That's the answer. Rich Dad. I continue to recommend saving real money, gold, silver and bitcoin and keep investing in your personal financial education. There are many great teachers on YouTube. Chair Nipinator comes to mind, as well as flakes and con men like Jimbo Kramer and Terence Howard. So be aware, the future created in 1974 has arrived. Do not allow losers to determine your financial future. Only you can determine your future. Make your future a rich future. Please take care. And now for some bullish predictions. These are the most recent ones that he made. Biggest bubble bust. I do not know what the pin. Bitcoin is the pin. What event will pop the biggest bubbles in his store that whatever event the pin is near, it's not if it's when and when the bubbles go bust. I predict gold to hit 35000 an ounce, which is practically a 7x from here one year after the gold bubble go pop. He also predicts silver to hit 200 an ounce a year after the bus. And here's the most interesting part. I Predict Bitcoin will hit 750,000 per coin a year after the crash, which is practically, you know, 10, 11x from here. So he's more bullish on bitcoin than gold and silver. That's a dub. And I Predict Ethereum to be 95000 a year after the crash. This is one of those predictions. Kind of make them look bad. In my humble opinion. I just don't see that happening. But what do you think of these prices? There'll be a year after the next great financial crash. Is it now the time to get richer? As they say, the rich get richer and the poor get poorer. You know what I mean? And also what are your thoughts with this supply, you know, drastically getting thinner and thinner with companies like strategy buying consecutively week after week and the black rocks of the world also considering all the money moving into collateralized loans, Bitcoin particular which will not return to the market. And can you see sailors predictions coming true? Bitcoin having a staggering market cap a $200 trillion by the year 2045. But in the next, what is that 18 years? And where do you think that will send the bitcoin price action? Do let me know your thoughts. Can you see another 1000x riding Bitcoin through the firmament where no man has gone before the moon. Holla at your boy. And with that being shared, Happy Easter. Happy Resurrection Day. In Jesus's name we pray. Amen. 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 and A. And I look forward to seeing you on tomorrow's episode Hoddle.
