Loading summary

Transcript112 lines

[00:00]
JV (Host)
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.
[00:25]
Progressive Insurance Announcer
Most people don't realize how much of their personal information is being bought and sold every day. Data brokers are making millions, pulling details about you from public records and the Internet, then packaging and selling it, usually without your consent. That's how your information lands in the hands of scammers, spammers, even stalkers. It's why you get endless robocalls and why ads seem to follow you everywhere. That's where Aura comes in. Aura actively removes your data from broker sites and keeps it off this. They also instantly alert you if your information shows up in a breach or on the dark web. But Aura goes beyond data protection. With one app you get a vpn, antivirus, password manager, spam, call protection, dark web monitoring, and even up to $5 million in identity theft insurance. All backed by 24, 7 US based fraud support. Other companies might just sell credit monitoring or just a vpn. Aura gives you all of it together at the same price competitors charge for just one service. Start your free trial today at aura.com hidden protect yourself now@aura.com hidden now $2
[01:36]
JV (Host)
million bitcoin price action. Incoming. But not for the reason most people are watching. Because everyone's focused on demand, buyers, headlines, momentum. But that's not where this move comes from. It's coming from something happening underneath the market. Something quietly removing supp. Buy Bitcoin by Bitcoin and once it finally clicks, you'll realize this move is already in motion. Here's what I'm talking about. Two million dollar Bitcoin won't be driven by more buyers. It happens when sellers run out. Not hype, not narratives.
[02:10]
Onchain Analyst Willie Woo
Supply.
[02:11]
JV (Host)
Read that again. Because this is the part most people truly don't understand. Yesterday we talked about sellers disappearing. That was step one. Today we focus. Step two, what's removing them. A bitcoin is entering the collateral phase. And once an asset becomes collateral, it stops behaving like something you sell. Because now instead of exiting your position,
[02:33]
Onchain Analyst Willie Woo
you can build on top of it. Think about what that means. If you hold Bitcoin and you believe it's going higher, selling becomes the worst option. You just simply don't sell. Instead, you borrow. And that changes the game, it changes everything.
[02:48]
JV (Host)
Because the same coins that would have
[02:49]
Onchain Analyst Willie Woo
hit the market never do. They actually get locked. They don't come back at the same price.
[02:55]
JV (Host)
And this isn't just supply tightening, it's
[02:58]
Onchain Analyst Willie Woo
supply being financialized out of existence. Supply doesn't need to be lost to disappear. It just needs to become unvaluable. And right now, availability is collapsing. This is where the price stops being negotiated and starts being discovered.
[03:14]
JV (Host)
Over 80% of Bitcoin hasn't moved in months. And only 2.1 to 2.45 million Bitcoin
[03:22]
Onchain Analyst Willie Woo
are actually liquid, meaning available to buy today. So let that sink in. A lot of people throw around 21 million coins. There's literally only roughly 2 million available today. Fam. And once we zoom out, the largest holders are not trading, they're simply absorbing supply. Satoshi right now alone holds roughly 1.1 million bitcoin. Not moving, not selling. Never have moved, probably never will. Gone for the market forever. Institutions now custody massive chunks of supply. Over 1.5 million, just collectively from IBIT, Black Rock's Bitcoin ETF and Michael Sailor's strategy just sitting in custody via Coinbase prime, not circulating. Governments as well are holding. The US now has over 300,000 Bitcoin they've confiscated. Corporations are accumulating, including Sailor. Another big announcement today. We'll dive into later. Also, ETFs absorbing supply, daily Fidelity, you know, Black Rocks, Ibid, etc. And now collateral models are locking what little is left. So you don't just have demand increasing, you have supply being removed from every direction all at once. Markets don't just adjust to this, they gap to the next level where the sellers exist. Because price doesn't rise to meet demand, it rises to find sellers. And, and what happens when there's no sellers left at a given level? That's when we get these gap ups. The price jumps not because something new happened, but because something stopped happening. Selling. This is why Bitcoin doesn't move like a normal asset. It doesn't trend upwards. It reprices. Liquidity, thins, supply tightens. Then the price gaps higher. And each time this repeats, the move gets larger. Most people are still waiting for more buyers, more adoption, more headlines. But that's not what drives the next move. The next move is already locked in.
[05:13]
JV (Host)
It just.
[05:14]
Onchain Analyst Willie Woo
Just hasn't repriced yet. The next move comes from what's already happening. Less supply. Because Bitcoin doesn't need exponential demand, it just needs consistent demand. We already got that chasing a shrinking pool. And the pool is shrinking faster now than ever before. Over 14 million bitcoin haven't moved in the past year.
[05:34]
JV (Host)
And if we add the ETFs, the relentless absorption the corporations treasury accumulation. Also retirement accounts more recent in the news, 401ks. All that capital flowing into bitcoin.
[05:46]
Onchain Analyst Willie Woo
We add the nation states, the strategic
[05:48]
JV (Host)
reserves and now collateral models lock in the rest.
[05:51]
Onchain Analyst Willie Woo
You ask yourself so where exactly is the supply supposed to come from?
[05:57]
JV (Host)
Because every cycle before this there was always sellers waiting.
[06:00]
Onchain Analyst Willie Woo
This time those sellers are disappearing. And when supply disappears, price doesn't slowly adjust, it jumps violently. 100,000 to 200,000 bitcoin 200,000 to 500,000. 500,000 to a million plus. Not gradually but in repricing events.
[06:18]
JV (Host)
$2 million bitcoin isn't driven by hype.
[06:21]
Onchain Analyst Willie Woo
It's what happens when supply finally breaks. The real question isn't will it happen? The real question is at what price
[06:28]
JV (Host)
do sellers finally come back? Because once supply breaks, the price doesn't ask for permission.
[06:33]
Onchain Analyst Willie Woo
Or worse, what if they don't? Let me know your thoughts fam in the comments below.
[06:39]
JV (Host)
And that's the part people are struggling with right now. Because we have been trained to think
[06:44]
Onchain Analyst Willie Woo
markets move on demand, when in reality they move on avail.
[06:48]
JV (Host)
And once availability starts breaking, price doesn't
[06:51]
Onchain Analyst Willie Woo
move the way people expect anymore. Let me actually show you what this looks like.
[07:02]
JV (Host)
Today is pot. Episode 23 oh I'm your host JV alongside the fed chair nipinator keeping them nipinating. It's April 6, 2026 and Bitcoin back in the green. Nice pump on the day up roughly $22,500. You got to respect the pump.
[07:22]
Onchain Analyst Willie Woo
Onchain analyst Willie Woo.
[07:24]
JV (Host)
He just recently posted this. It got over 200,000 views. He put gold has 15 to 20
[07:30]
Onchain Analyst Willie Woo
years left before technology rugs its scarcity. He says Bitcoin has five to 10 years to get past the post quantum. After that it has no challengers. I see a future where bitcoin trades sideways for 8 to 12 years remaining 5, 6 figures then 12, 16 years out God candle the multiple 7 figures.
[07:52]
JV (Host)
So he's ultimately saying long term trajectory.
[07:54]
Onchain Analyst Willie Woo
He sees multiple seven figure price action. Now God candle, I define that as only $10,000 on the daily chart. We can call it the Omega candle. That's when you start to see hundred thousand dollar jumps or price gaps on a single day. But we shall soon see. Let me know if you agree disagree with Willy Woo.
[08:13]
JV (Host)
Now we also have Michael Sailor who's
[08:15]
Onchain Analyst Willie Woo
been making the rounds. He Said bitcoin is going to 10x in four to eight years, hitting $10 million in 20 years. We've also heard the prediction of $21 million within 21 years. And we've even heard $sat parity when he gave that bullish prediction on Patrick Bet David's podcast suggesting bitcoin ultimately reaching a hundred million dollars per coin which is $sat parity by the time one sat is a dollar, today's prices is probably closely 1400 sats per dollar. So you can still buy bitcoin at a steal now. Also check this out. Peter Schiff has the audacity to call bitcoin a shitcoin. Still challenging Michael Sailor to a debate. Well, I say Sailor, accept this debate. It'll be the easiest debate you've ever had. Schiff likes embarrassing himself like the cuck that he is. It just is what it is, yo. Now billionaire real estate legend Grant Cardone, he's also come to the bitcoin side and now he's all in on bitcoin. He says million dollar bitcoin is easily attainable in the next five years. Maybe sooner. I can see it there in three years, actually. So my question for you can do you have the vision to see the same thing? Are you starting to understand the simple supply demand dynamics and the fact that we have so little supply, no sellers left.
[09:35]
Jerry Insurance Announcer
You know what's wild? Most people are still overpaying for car insurance just because it's a pain to switch. That's why there's Jerry. Jerry's the only app that compares rates from over 50 insurers in minutes and helps you switch fast. With no spam calls or hidden fees, drivers who save with Jerry could save over $1,300 a year. Before you renew your car insurance policy, do yourself a favor. Download the Jerry app or head to Jerry AI Libson. That's J E R R Y AI LibSync.
[10:09]
1-800-Flowers Announcer
When I need to impress someone with a gift, I go straight to 1-800-FLOWERS. There's a reason they've spent 50 years as the floral authority. Every stem is hand selected by a vetted florist and with same day delivery nationwide, 100% satisfaction guaranteed. That's why millions go to 1-800-Flowers to celebrate life's most important moments. Order now for up to 40% off. Don't miss out on this limited time offer. Act now and save up to 40% at 1-800-flowers.com podcast. That's 1-800-flowers. Com podcast.
[10:39]
Onchain Analyst Willie Woo
You know, in the grand scheme of things, again, only 2 million bitcoin liquid and available for sale. He also recently shared that he purchased like 160 million worth of Bitcoin and he's down like 50 million on his position because he bought it, you know, higher up, maybe in the 90s or so. But he is not concerned whatsoever because he actually understands the asset and what he has his hands on. Once you understand bitcoin, you, you don't mind the dips because it's a long term play and you recognize it for what it truly is, the most scarce, hardest asset on the planet. You know what I mean? Now, Preston Pish says if bitcoin goes to a million, it'll go to 10 million and it'll go to $100 million. That parity, it is going to look like a Zimbabwe note of 100 trillion units referencing the hyperinflation sensation.
[11:30]
JV (Host)
And we've heard a quote as well from Sailor before that bitcoin's more likely to go to a million than it is to go to. I've even heard we're more likely to go to 10 million than to go to zero. Because bitcoin's still here.
[11:42]
Onchain Analyst Willie Woo
It's not dead.
[11:42]
JV (Host)
Even though the mainstream have declared bitcoin dead thousands of times over the past 17 years. And we even have their, you know, con men like Terence Howard pushing that.
[11:53]
Onchain Analyst Willie Woo
Bitcoin's going to die, you know.
[11:55]
JV (Host)
Now also, this is big. $11 trillion. Charles Swab tells CNBC it wants to be the world's largest bitcoin and crypto exchange. As you know, Binance is the world's largest right now, founded by cz and
[12:09]
Onchain Analyst Willie Woo
the largest in the States is Coinbase.
[12:11]
JV (Host)
The biggest banks are coming fast and we're discussing 40 million users getting access to Bitcoin. That's another 11 trillion dollar pool of
[12:22]
Onchain Analyst Willie Woo
capital getting the bitcoin exposure.
[12:26]
JV (Host)
Now, while the world debates bitcoin, El Salvador is accumulating it a nation state adoption fam. History won't remember the talkers, only the stackers. I reposted this yesterday. The bitcoin office in El Salvador just bought more bitcoin. Their new strategic bitcoin reserve balance is 7,613 bitcoins. So you got to respect Nai Buell and what they're doing at the bitcoin office. Shout out Stacy Herbert, of course, Max Kaiser and the rest of the fam.
[12:56]
Onchain Analyst Willie Woo
Now here's when things get real.
[12:59]
JV (Host)
Because it's one thing to talk about bitcoin as collateral, right? And it's another thing when traditional finance
[13:04]
Onchain Analyst Willie Woo
starts building around it. And that's exactly what we're starting to see.
[13:09]
JV (Host)
As you can see here in the
[13:10]
Onchain Analyst Willie Woo
headlines, Fanny May now offering crypto mortgages. The borrower takes out a regular mortgage first and a second loan backed by their crypto on Coinbase. The second loan would then fund the down payment on the first loan so they don't have to sell their crypto. It's all coming, it's all happening.
[13:29]
JV (Host)
That supply shock is occurring in real time.
[13:33]
Onchain Analyst Willie Woo
And let's dive a little deeper into how this works with bitcoin back loans.
[13:37]
JV (Host)
Maybe a new concept for some of
[13:38]
Onchain Analyst Willie Woo
you, some of the big takeaways better and Coinbase's new offering can give crypto
[13:44]
JV (Host)
holders a new way into home ownership
[13:45]
Onchain Analyst Willie Woo
without forcing them to sell their bitcoin first. The structure is not one simple bitcoin mortgage. This uses two loans, a standard home
[13:53]
JV (Host)
loan and and a separate crypto back down payment loan.
[13:56]
Onchain Analyst Willie Woo
Fanny May's role keeps the main mortgage
[13:58]
JV (Host)
inside the traditional US housing system, showing
[14:01]
Onchain Analyst Willie Woo
that it is a tradi model with crypto added in. Not a fully crypto native loan though those fully native crypto loans are available on other platforms. The product may help crypto rich buyers
[14:12]
JV (Host)
but it also adds risks through extra
[14:14]
Onchain Analyst Willie Woo
leverage and the chance of forced crypto liquidation if payments fall behind. Also like to stress what was just referenced here. There is always real intrinsic risks. When borrowing against your bitcoin you can
[14:27]
JV (Host)
get what's called a margin call that
[14:29]
Onchain Analyst Willie Woo
can lead to a liquidation event where they take your collateral. That's if the market crashes and you don't add additional collateral. So you need to be aware of that.
[14:37]
JV (Host)
Of course there are risks but this
[14:39]
Onchain Analyst Willie Woo
is breaking news March 26 Better home and Finance B E T T E R Better and Coinbase. They joined in a partnership with offering crypto back mortgages for potential home buyers. The product will roll out over the next couple of months. This alone makes the announcement stand out as for years if you're a crypto
[14:58]
JV (Host)
huddler and you wanted to buy a
[14:59]
Onchain Analyst Willie Woo
home, you usually had one option in selling your assets which typically triggers a taxable event capital gains. Moving your money into a bank account and beginning a standard mortgage.
[15:09]
JV (Host)
This new.
[15:09]
Onchain Analyst Willie Woo
And also there's other, you know, in in intricacies that come along with that. The new model offers a different route treating crypto as something that can major real world purchase. That's because bitcoin is pristine collateral. So of course they want to use your bitcoin as collateral. They said it was worthless bitcoin. Now you might be Able to use it to buy a house. That's where this is going. Yo Fannie Mae multi trillion dollar mortgage giant exploring crypto backed mortgages. So this is a big deal. So how the Better Coinbase mortgage model works. Here's an example. Imagine you're looking to buy a five hundred thousand dollar home through the new model. Perhaps you can pledge 250,000 in Bitcoin to help cover the one hundred and a thousand one hundred thousand down payment. But that's not the only step. You won't just get one big bitcoin mortgage. Instead you'll have to apply for the standard loan as well, totaling two loans to purchase your home. That two loan structure is a prime detail. Better is still making a normal conforming mortgage on the house, while the crypto back part is the separate loan tied to your down payment at launch. Better and Coinbase said that eligible assets are are currently Bitcoin and usdc, which shows how tightly controlled the first version is. That's probably because due to the extreme volatility of the other coins. You know, obviously USDC being a stable coin, but Bitcoin has the least volatility in comparison to Ethereum and all the others. Now your main home loan could be a normal 15 to 30 year mortgage while your crypto sits in custody as a separate down payment loan. Charles Swab and the others will follow. Precisely. And let's not also forget Morgan Stanley made a big announcement as well. It seems all the major asset managers are embracing the Bitcoin. The doing never alone. The Bible says it makes you a slave to the lender. This is a lot of truth in that and I'm glad that's actually in the Bible. If you got the particular verse I can quote, let me know. That's actually very valuable. And it is true. I mean people borrow money when they're in need. You know, it's a concept which isn't new. Obviously people have been borrowing money for long times, probably back when money was in different forms. And Bitcoin is the newest, greatest apex predator form and there's a demand for it or people wouldn't be doing it. In fact I purchased the house I'm living in now back in 2022 with a Bitcoin back loan. I had bad credit at the time, didn't want to deal with the traditional lending system, the paperwork, the 45 day weight, the process. I skipped the line bitcoin back loan, no questions asked, no credit report, you know, check, nothing. I just sent the Bitcoin as collateral and within 24 hours I received the cash. At the time it was like $803,000. I bought my house. Bada boom, bada bing, done deal, no shenanigans. But was it risky? Absolutely. Would I do it again? Probably not. Money, money, money, money.
[18:12]
JV (Host)
The Bible does not explicitly forbid borrowing money, but it heavily cautions against it, framing debt as a form of servitude.
[18:20]
Homeserve Announcer
Owning a home is full of surprises. Some wonderful, some not so much. And when something breaks, it can feel like the whole day unravels. That's why homeserve exists for as little as 4.99amonth. You'll always have someone to call, a trusted professional ready to help, bringing peace of mind to four and a half million homeowners nationwide. For plans starting at just 499amonth, go to homeserve.com that's homeserve.com not available everywhere. Most plans range between 499 to 1199amonth. Your first year terms apply on covered repairs.
[18:50]
JV (Host)
To Covis is the go to for premium handcrafted western boots. Stop by any store location for a warm welcome, a cold drink in hand and a truly one of a kind shopping experience. Let our friendly staff help you find your new go to boots. Whether your first pair or your 50th. Finish things off with a complimentary boot brand to make them extra special. Come for the boots, stay for the good times. To Covis forever West. Key verses include Proverbs, chapter 22, verse 7. The borrower is a slave to the lender. Well, amen and thank you for sharing.
[19:27]
Onchain Analyst Willie Woo
Tammy.
[19:27]
JV (Host)
Psalms, chapter 37, verse 21. The wicked borroweth and payeth not again. Instructions on interest and repayment in Exodus, chapter 22, verse 14, Amen. The reason I'm bringing this up because it's a big market and there's a demand for it. And a lot of that bitcoin which is available, the liquid supply, which is only roughly, you know, 2 million Bitcoin today, a lot of it is being held as collateral, which just means supply shock more imminent because we have nation state adoption, of course, countries like El Salvador stacking without fail, purchasing a bitcoin plus per day. We have institutions like IBIT, Black Rocks, Bitcoin ETF, you know, eating up the bitcoin. In two years they got 800,000. We have companies like Strategy making new announcements every week like we're about to dive into.
[20:14]
Onchain Analyst Willie Woo
And if you add all this up,
[20:16]
JV (Host)
you start to realize there is very limited supply. Hence why supply shock. Incoming.
[20:22]
Onchain Analyst Willie Woo
$2 million.
[20:24]
JV (Host)
Send it. But anyways, next up fam. Check this out spot Bitcoin ETFS absorbed
[20:29]
Onchain Analyst Willie Woo
50, 000 Bitcoin in the month of
[20:32]
JV (Host)
March, the fastest inflow pace since October of last year.
[20:37]
Onchain Analyst Willie Woo
But wait, there's more.
[20:39]
JV (Host)
Strategy adds 330 million worth of Bitcoin as paper losses top 14 and a half billion in the first quarter. That's right, another 4871 Bitcoin gone, not traded, not flipped, and not coming back. This is how supply disappears as Sailor flexed right here. Strategy has acquired 4,871 bitcoin for 329.9 million at 67,700 per bitcoin. As of April 5, 2026, we hold 766,970 bitcoin acquired for $58 billion at
[21:14]
Onchain Analyst Willie Woo
roughly 50 or sorry, at roughly 75,600 per coin.
[21:20]
JV (Host)
The doing doing.
[21:21]
Onchain Analyst Willie Woo
That's right.
[21:22]
JV (Host)
Strategy, the world's largest publicly listed hodler of the Bitty, resumed buying Bitcoin last
[21:27]
Onchain Analyst Willie Woo
week after reporting no purchases in the final week of March. As I just referenced, Strategy purchased 4800
[21:33]
JV (Host)
Bitcoin for 329 million, according to their
[21:36]
Onchain Analyst Willie Woo
8K filing with the SEC. The purchases were made at the average price of 67,000 per coin, below the company's overall average acquisition price of 75,000. The new acquisitions bring the strategy holdings
[21:48]
JV (Host)
to 766,000 Bitcoin acquired for a total
[21:51]
Onchain Analyst Willie Woo
cost basis of 58 billion.
[21:53]
JV (Host)
In addition to the purchase update, Strategy
[21:55]
Onchain Analyst Willie Woo
also reported the first quarter financial results including 14.5 billion, an unrealized loss on digital assets and the 2.4 billion deferred tax benefit. That's because Bitcoin has been correcting in this first quarter 2026 now, Strategy said, as Bitcoin holdings continue to trade below the cost basis, resulting in the recognition of a deferred tax asset tied to unrealized losses on digital assets. As of March 31, the company recorded 1.7 billion deferred tax asset related to those unrealized losses, which was offset by a corresponding 1.7 billion valuation allowance against the amount quoting them here. Because the fair value of Strategies Bitcoin holdings is below the cost basis, Strategy expects to establish an additional valuation allowance of $0.5 billion against these deferred tax assets. Strategy saw Bitcoin fall below its average purchase price early February mark in the first time since late 2023 the Bitcoin traded below their cost basis. Despite the decline, the company had continue to accumulate bitcoin buying roughly 54,000bitties since February 2nd. Strategy was especially aggressive in March, making some of its largest weekly purchases on record during the month with monthly acquisitions netting 41, 362 Bitcoin one company, 41,000 Bitcoin locked away strategies. Total Bitcoin purchases for the first quarter of this year reach 89,000 Bitcoin. One company with an aggregate spend of approximately 6.3 billion. Also they recently made the big announcement of raising an additional 44 billion to ultimately purchase more Bitcoin. It's 21 to 22 billion with STRC, which is their high yield dividend program which pays 11 and a half percent annual yield. And then we have MSTR and collectively we're talking another 42 to 44 billion worth of capital. And I don't think the Sailor man is slowing down.
[23:54]
JV (Host)
He currently has roughly 3.6% of all the bitcoin which will ever be in circulation. He'll Most likely have 1 million-plus Bitcoin before the end of this year. And, and I've heard him say he wants to have 2 million Bitcoin, roughly 10% of the circulating supply. Do you think the Gigachad, the bitcoin alchemist, Mikey, Mikey Sailor will achieve this? You guys got to let me know your thoughts in the comments.
[24:21]
Onchain Analyst Willie Woo
But yeah, let me know your thoughts
[24:23]
JV (Host)
on some of these predictions we discussed today. I already broke down why there's a supply shock happening in real time. There's supply disappearing forever off the market. We covered Willy Woo's long term trajectory of seeing bitcoin God candling up Omega candle to multiple seven figures. In the long term we've discussed Sailors projection of Bitcoin doing another 10x in 48 years and hitting 10 million within 20 years. We've even heard 21 million, even 100 million with a $sat parity as the end game. Peter Schiff had the audacity to challenge
[24:58]
Onchain Analyst Willie Woo
Sailor to a debate.
[25:00]
JV (Host)
You know Grant Cardone may be down on his bitcoin acquisition, but he still sees a million dollars happening per coin attainable in the next five years, potentially sooner. Preston Pish made great point. If bitcoin goes to a million, it will eventually go to 10 million and 100 million. Ain't nothing stopping the train. We talked about the institutional demand 11 trillion. Charles swab basically opening up Bitcoin to
[25:22]
Onchain Analyst Willie Woo
over 40 million users here soon.
[25:25]
JV (Host)
Nation state adoption continues in countries like El Salvador. We now have Fannie Mae offering crypto mortgages. Just less supply, you know what I mean? Massive demand, low supply, supply shock income in send it. And of course, I mean it's clear another 50000 in Bitcoin absorbed by the ETF's strategy is not slowing down.
[25:46]
Onchain Analyst Willie Woo
Sailor is just getting started. Do you think the four year cycle
[25:51]
JV (Host)
is dead as Michael Sailor proclaimed?
[25:54]
Onchain Analyst Willie Woo
Let me know.
[25:55]
JV (Host)
Cuz if the 4 year cycle as
[25:56]
Onchain Analyst Willie Woo
we know it is dead, that means
[25:58]
JV (Host)
new all time highs. Incoming fam 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. Hle.
[26:23]
1-800-Flowers Announcer
Ever notice how ads always pop up at the worst moments when the killer's identity is about to be revealed during that perfect meditation flow on Amazon Music, we believe in keeping you in the moment. That's why we've got millions of ad free podcast episodes so you can stay completely immersed in every single story, every reveal, every breath. Download the Amazon Music app and start listening to your favorite podcasts ad free included with Prime.
[26:56]
Shopify Announcer
You didn't start a business just to keep the lights on. You're here to sell more today than yesterday. You're here to win. Lucky for you, Shopify built the best converting checkout on the planet. Like the just one tapping ridiculously fast acting sky high sales stacking champion at checkouts. That's the greatest good stuff right there. So if your business is in it to win it, win with Shopify. Start your free trial today@shopify.com win.

Summary6 min read

Podcast Summary: Bitcoin News Alerts | Daily BTC Macro Signal

Episode 2302: $2M Bitcoin CONTINUES - Global Collateral Shift Is Removing Supply
Date: April 6, 2026
Host: JV (Bitcoin News Alerts)
Guests/Commentators: Onchain Analyst Willie Woo

Episode Overview

In this episode, JV and analyst Willie Woo explore why Bitcoin’s recent and future price movements aren’t just a story of surging demand, but a seismic shift in supply dynamics. They argue the foundation for a $2 million Bitcoin is quietly being laid—not from new buyers but from a vanishing supply. The discussion weaves through on-chain trends, institutional hoarding, the rise of Bitcoin collateralization, and traditional finance’s evolving embrace of BTC.

Key Discussion Points & Insights

1. The Real Driver: A Vanishing Bitcoin Supply

Thesis: The next catapult in Bitcoin’s price isn’t from growing demand, but from a supply collapse as coins exit the market for good.
- “$2 million bitcoin price action. Incoming. But not for the reason most people are watching... It's coming from something happening underneath the market. Something quietly removing supply.” — JV (01:35)
Supply as Collateral: Increasingly, holders aren’t selling—they’re using BTC as collateral. This locks coins out of the liquid market, tightening supply far more than before.
- “A bitcoin is entering the collateral phase. And once an asset becomes collateral, it stops behaving like something you sell. Because now instead of exiting your position, you can build on top of it.” — Willie Woo (02:33)

2. Numbers That Matter: Actual Liquid Supply

Illiquid Coins: 80%+ of Bitcoin hasn’t moved in months. Only about 2.1 to 2.45 million coins are truly liquid—available to buy.
- “A lot of people throw around 21 million coins. There's literally only roughly 2 million available today.” — Willie Woo (03:21)
Major Holders:
- Satoshi: ~1.1M BTC, never moving.
- Institutions: 1.5M BTC (IBIT, BlackRock, MicroStrategy) locked in custodial holdings.
- US Government: 300,000+ BTC confiscated, off the market.
- Corporations & ETFs: Constant accumulation.
- Nation States: El Salvador, steady buyers.
Result: “You don't just have demand increasing; you have supply being removed from every direction all at once... Markets... gap to the next level where the sellers exist.” — JV (04:00)

3. Repricing Events: Not Gradual, but Explosive

Market Mechanics: Without sellers, price jumps (gaps) as buyers chase vanishing availability, not a smooth climb.
- “Price doesn’t rise to meet demand, it rises to find sellers... That’s when we get these gap ups. The price jumps not because something new happened, but because something stopped happening. Selling.” — JV (04:47)
- “This time those sellers are disappearing. And when supply disappears, price doesn't slowly adjust, it jumps violently. 100,000 to 200,000 bitcoin, 200,000 to 500,000. 500,000 to a million plus. Not gradually but in repricing events.” — Willie Woo (06:00)
Key Quote: “The next move comes from what’s already happening. Less supply. Because Bitcoin doesn't need exponential demand, it just needs consistent demand. We already got that chasing a shrinking pool.” — JV (05:13)

4. Mega-Bullish Long-Term Projections

Willie Woo’s Timeline: Gold has 15–20 years before technology “rugs” its scarcity; Bitcoin has 5–10 years to weather quantum threats, after which “it has no challengers.” Anticipates BTC trading sideways for 8–12 years, then entering a “God candle” phase of multiple seven-figure price jumps. (07:23–07:54)
- “God candle... call it the Omega candle. That’s when you start to see hundred thousand dollar jumps or price gaps on a single day.” — JV (07:54)
Michael Saylor: Predicts 10x in 4–8 years, $10 million in 20 years, $21 million “within 21 years,” and ultimate $100 million per coin ($sat parity). (08:13)
Grant Cardone: Sees $1M BTC possible within five years, even as soon as three. (08:58)
Preston Pysh: “If bitcoin goes to a million, it'll go to 10 million and it'll go to $100 million.” — Quoted by Woo (11:05)

5. Institutional, Government, and Nation State Adoption

Institutions: Charles Schwab (with $11T AUM) planning to offer BTC/crypto exchange for 40M users, potentially unlocking huge new pools of buying power. (12:08–12:25)
Nation States: El Salvador continues to regularly accumulate BTC; new strategic reserves standing at 7,613 BTC. (12:25)
- “History won’t remember the talkers, only the stackers.” — JV (12:25)

6. Bitcoin as Loan Collateral & the Mortgage Market

Fannie Mae Crypto Mortgage Product: Now rolling out with Better and Coinbase—a two-loan structure lets buyers use BTC (or USDC) as collateral for down payments, boosting home access without selling coins. (13:09–15:08)
- “Better and Coinbase... offering crypto back mortgages for potential home buyers. ...If you’re a crypto hodler and you wanted to buy a home, you usually had one option in selling your assets... This new [structure] offers a different route treating crypto as something that can [buy] a real world purchase. ... Bitcoin is pristine collateral.” — JV & Woo (13:36–15:09)
Cautions: Margin calls and potential liquidation if BTC’s price falls; borrowers need to understand the risks. (14:27)
Real User Story: JV shares his experience buying a house using a BTC-backed loan in 2022—simple and fast but acknowledges risk, wouldn’t do it again. (17:33–18:12)

7. ETFs, Corporate Accumulation, and Supply Absorption

Spot Bitcoin ETFs: Absorbed 50,000 BTC in March 2026, the fastest pace since fall 2025. (20:23–20:39)
MicroStrategy (“Strategy”):
- Bought 4,800+ BTC for $330M at $67.7k/coin (April 2026).
- Now holds 766,970 BTC acquired at avg. $75,600/coin; cost basis $58B.
- Aggressively accumulated over 41,000 BTC in a single month, 89,000 BTC in Q1 2026.
- Raising another $42–44B to buy more. Saylor’s target: 1–2M BTC (3.6–10% of total supply). (20:39–23:54)

Notable Quotes & Memorable Moments

Willie Woo (04:00): “Availability is collapsing. This is where the price stops being negotiated and starts being discovered.”
JV (05:13): “Bitcoin doesn't need exponential demand, it just needs consistent demand. We already got that chasing a shrinking pool.”
Willie Woo (06:00): “When supply disappears, price doesn't slowly adjust, it jumps violently... Not gradually but in repricing events.”
JV (07:23): “Gold has 15–20 years left before technology rugs its scarcity. Bitcoin has five to ten years to get past the post-quantum. After that it has no challengers.”
JV (12:25): “History won’t remember the talkers, only the stackers.”
JV (17:49): “I purchased the house I’m living in now back in 2022 with a Bitcoin back loan... Did I skip the line? Absolutely... But was it risky? Absolutely. Would I do it again? Probably not.”
Willie Woo (21:14): “As of April 5, 2026, [Strategy] holds 766,970 bitcoin acquired for $58 billion at roughly 75,600 per coin.”
JV (24:58): “You know Grant Cardone may be down on his bitcoin acquisition, but he still sees a million dollars happening per coin attainable in the next five years, potentially sooner.”

Key Timestamps

01:35: Introduction of supply-driven price thesis
02:33: Collateral phase; why selling is worse than borrowing
03:21: Actual liquid Bitcoin supply and institutional/custodial holdings
04:00–06:00: How price "gaps" happen when sellers disappear
07:23–08:13: Willie Woo and Saylor’s monster long-term price predictions
12:08–12:25: Institutional adoption: Charles Schwab’s move, El Salvador stacking
13:09–15:08: Launch of Fannie Mae/Better/Coinbase crypto mortgage product
17:33–18:12: JV’s personal story buying a home with BTC collateral
20:23–23:54: MicroStrategy’s massive Q1 2026 BTC buying spree, ETF absorption
24:21–25:25: Recap of bullish predictions and final supply shock thesis

Conclusion

The episode delivers a high-conviction message: the next great Bitcoin surge will be supply-driven, with coins increasingly locked away for collateral, institutional safekeeping, and national reserves. Both the tone and evidence point to price moves that won’t be incremental but explosive—“repricing events” rather than upward trends. As Bitcoin bridges into traditional lending and mortgage products and as ETFs and institutions absorb coins relentlessly, the liquid supply shrinks toward a point where price discovery could mean million-dollar days.

Final thought:
JV and Woo contend that true Bitcoiners—stackers, not talkers—will weather the volatility and ride out the dips, understanding that the ultimate supply shock is now not just theory, but unfolding in real time.

Note:
This summary excludes all non-content ad reads, sponsor segments, and generic podcast boilerplate.

Loading summary

Transcript112 lines

[00:00]
JV (Host)
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.
[00:25]
Progressive Insurance Announcer
Most people don't realize how much of their personal information is being bought and sold every day. Data brokers are making millions, pulling details about you from public records and the Internet, then packaging and selling it, usually without your consent. That's how your information lands in the hands of scammers, spammers, even stalkers. It's why you get endless robocalls and why ads seem to follow you everywhere. That's where Aura comes in. Aura actively removes your data from broker sites and keeps it off this. They also instantly alert you if your information shows up in a breach or on the dark web. But Aura goes beyond data protection. With one app you get a vpn, antivirus, password manager, spam, call protection, dark web monitoring, and even up to $5 million in identity theft insurance. All backed by 24, 7 US based fraud support. Other companies might just sell credit monitoring or just a vpn. Aura gives you all of it together at the same price competitors charge for just one service. Start your free trial today at aura.com hidden protect yourself now@aura.com hidden now $2
[01:36]
JV (Host)
million bitcoin price action. Incoming. But not for the reason most people are watching. Because everyone's focused on demand, buyers, headlines, momentum. But that's not where this move comes from. It's coming from something happening underneath the market. Something quietly removing supp. Buy Bitcoin by Bitcoin and once it finally clicks, you'll realize this move is already in motion. Here's what I'm talking about. Two million dollar Bitcoin won't be driven by more buyers. It happens when sellers run out. Not hype, not narratives.
[02:10]
Onchain Analyst Willie Woo
Supply.
[02:11]
JV (Host)
Read that again. Because this is the part most people truly don't understand. Yesterday we talked about sellers disappearing. That was step one. Today we focus. Step two, what's removing them. A bitcoin is entering the collateral phase. And once an asset becomes collateral, it stops behaving like something you sell. Because now instead of exiting your position,
[02:33]
Onchain Analyst Willie Woo
you can build on top of it. Think about what that means. If you hold Bitcoin and you believe it's going higher, selling becomes the worst option. You just simply don't sell. Instead, you borrow. And that changes the game, it changes everything.
[02:48]
JV (Host)
Because the same coins that would have
[02:49]
Onchain Analyst Willie Woo
hit the market never do. They actually get locked. They don't come back at the same price.
[02:55]
JV (Host)
And this isn't just supply tightening, it's
[02:58]
Onchain Analyst Willie Woo
supply being financialized out of existence. Supply doesn't need to be lost to disappear. It just needs to become unvaluable. And right now, availability is collapsing. This is where the price stops being negotiated and starts being discovered.
[03:14]
JV (Host)
Over 80% of Bitcoin hasn't moved in months. And only 2.1 to 2.45 million Bitcoin
[03:22]
Onchain Analyst Willie Woo
are actually liquid, meaning available to buy today. So let that sink in. A lot of people throw around 21 million coins. There's literally only roughly 2 million available today. Fam. And once we zoom out, the largest holders are not trading, they're simply absorbing supply. Satoshi right now alone holds roughly 1.1 million bitcoin. Not moving, not selling. Never have moved, probably never will. Gone for the market forever. Institutions now custody massive chunks of supply. Over 1.5 million, just collectively from IBIT, Black Rock's Bitcoin ETF and Michael Sailor's strategy just sitting in custody via Coinbase prime, not circulating. Governments as well are holding. The US now has over 300,000 Bitcoin they've confiscated. Corporations are accumulating, including Sailor. Another big announcement today. We'll dive into later. Also, ETFs absorbing supply, daily Fidelity, you know, Black Rocks, Ibid, etc. And now collateral models are locking what little is left. So you don't just have demand increasing, you have supply being removed from every direction all at once. Markets don't just adjust to this, they gap to the next level where the sellers exist. Because price doesn't rise to meet demand, it rises to find sellers. And, and what happens when there's no sellers left at a given level? That's when we get these gap ups. The price jumps not because something new happened, but because something stopped happening. Selling. This is why Bitcoin doesn't move like a normal asset. It doesn't trend upwards. It reprices. Liquidity, thins, supply tightens. Then the price gaps higher. And each time this repeats, the move gets larger. Most people are still waiting for more buyers, more adoption, more headlines. But that's not what drives the next move. The next move is already locked in.
[05:13]
JV (Host)
It just.
[05:14]
Onchain Analyst Willie Woo
Just hasn't repriced yet. The next move comes from what's already happening. Less supply. Because Bitcoin doesn't need exponential demand, it just needs consistent demand. We already got that chasing a shrinking pool. And the pool is shrinking faster now than ever before. Over 14 million bitcoin haven't moved in the past year.
[05:34]
JV (Host)
And if we add the ETFs, the relentless absorption the corporations treasury accumulation. Also retirement accounts more recent in the news, 401ks. All that capital flowing into bitcoin.
[05:46]
Onchain Analyst Willie Woo
We add the nation states, the strategic
[05:48]
JV (Host)
reserves and now collateral models lock in the rest.
[05:51]
Onchain Analyst Willie Woo
You ask yourself so where exactly is the supply supposed to come from?
[05:57]
JV (Host)
Because every cycle before this there was always sellers waiting.
[06:00]
Onchain Analyst Willie Woo
This time those sellers are disappearing. And when supply disappears, price doesn't slowly adjust, it jumps violently. 100,000 to 200,000 bitcoin 200,000 to 500,000. 500,000 to a million plus. Not gradually but in repricing events.
[06:18]
JV (Host)
$2 million bitcoin isn't driven by hype.
[06:21]
Onchain Analyst Willie Woo
It's what happens when supply finally breaks. The real question isn't will it happen? The real question is at what price
[06:28]
JV (Host)
do sellers finally come back? Because once supply breaks, the price doesn't ask for permission.
[06:33]
Onchain Analyst Willie Woo
Or worse, what if they don't? Let me know your thoughts fam in the comments below.
[06:39]
JV (Host)
And that's the part people are struggling with right now. Because we have been trained to think
[06:44]
Onchain Analyst Willie Woo
markets move on demand, when in reality they move on avail.
[06:48]
JV (Host)
And once availability starts breaking, price doesn't
[06:51]
Onchain Analyst Willie Woo
move the way people expect anymore. Let me actually show you what this looks like.
[07:02]
JV (Host)
Today is pot. Episode 23 oh I'm your host JV alongside the fed chair nipinator keeping them nipinating. It's April 6, 2026 and Bitcoin back in the green. Nice pump on the day up roughly $22,500. You got to respect the pump.
[07:22]
Onchain Analyst Willie Woo
Onchain analyst Willie Woo.
[07:24]
JV (Host)
He just recently posted this. It got over 200,000 views. He put gold has 15 to 20
[07:30]
Onchain Analyst Willie Woo
years left before technology rugs its scarcity. He says Bitcoin has five to 10 years to get past the post quantum. After that it has no challengers. I see a future where bitcoin trades sideways for 8 to 12 years remaining 5, 6 figures then 12, 16 years out God candle the multiple 7 figures.
[07:52]
JV (Host)
So he's ultimately saying long term trajectory.
[07:54]
Onchain Analyst Willie Woo
He sees multiple seven figure price action. Now God candle, I define that as only $10,000 on the daily chart. We can call it the Omega candle. That's when you start to see hundred thousand dollar jumps or price gaps on a single day. But we shall soon see. Let me know if you agree disagree with Willy Woo.
[08:13]
JV (Host)
Now we also have Michael Sailor who's
[08:15]
Onchain Analyst Willie Woo
been making the rounds. He Said bitcoin is going to 10x in four to eight years, hitting $10 million in 20 years. We've also heard the prediction of $21 million within 21 years. And we've even heard $sat parity when he gave that bullish prediction on Patrick Bet David's podcast suggesting bitcoin ultimately reaching a hundred million dollars per coin which is $sat parity by the time one sat is a dollar, today's prices is probably closely 1400 sats per dollar. So you can still buy bitcoin at a steal now. Also check this out. Peter Schiff has the audacity to call bitcoin a shitcoin. Still challenging Michael Sailor to a debate. Well, I say Sailor, accept this debate. It'll be the easiest debate you've ever had. Schiff likes embarrassing himself like the cuck that he is. It just is what it is, yo. Now billionaire real estate legend Grant Cardone, he's also come to the bitcoin side and now he's all in on bitcoin. He says million dollar bitcoin is easily attainable in the next five years. Maybe sooner. I can see it there in three years, actually. So my question for you can do you have the vision to see the same thing? Are you starting to understand the simple supply demand dynamics and the fact that we have so little supply, no sellers left.
[09:35]
Jerry Insurance Announcer
You know what's wild? Most people are still overpaying for car insurance just because it's a pain to switch. That's why there's Jerry. Jerry's the only app that compares rates from over 50 insurers in minutes and helps you switch fast. With no spam calls or hidden fees, drivers who save with Jerry could save over $1,300 a year. Before you renew your car insurance policy, do yourself a favor. Download the Jerry app or head to Jerry AI Libson. That's J E R R Y AI LibSync.
[10:09]
1-800-Flowers Announcer
When I need to impress someone with a gift, I go straight to 1-800-FLOWERS. There's a reason they've spent 50 years as the floral authority. Every stem is hand selected by a vetted florist and with same day delivery nationwide, 100% satisfaction guaranteed. That's why millions go to 1-800-Flowers to celebrate life's most important moments. Order now for up to 40% off. Don't miss out on this limited time offer. Act now and save up to 40% at 1-800-flowers.com podcast. That's 1-800-flowers. Com podcast.
[10:39]
Onchain Analyst Willie Woo
You know, in the grand scheme of things, again, only 2 million bitcoin liquid and available for sale. He also recently shared that he purchased like 160 million worth of Bitcoin and he's down like 50 million on his position because he bought it, you know, higher up, maybe in the 90s or so. But he is not concerned whatsoever because he actually understands the asset and what he has his hands on. Once you understand bitcoin, you, you don't mind the dips because it's a long term play and you recognize it for what it truly is, the most scarce, hardest asset on the planet. You know what I mean? Now, Preston Pish says if bitcoin goes to a million, it'll go to 10 million and it'll go to $100 million. That parity, it is going to look like a Zimbabwe note of 100 trillion units referencing the hyperinflation sensation.
[11:30]
JV (Host)
And we've heard a quote as well from Sailor before that bitcoin's more likely to go to a million than it is to go to. I've even heard we're more likely to go to 10 million than to go to zero. Because bitcoin's still here.
[11:42]
Onchain Analyst Willie Woo
It's not dead.
[11:42]
JV (Host)
Even though the mainstream have declared bitcoin dead thousands of times over the past 17 years. And we even have their, you know, con men like Terence Howard pushing that.
[11:53]
Onchain Analyst Willie Woo
Bitcoin's going to die, you know.
[11:55]
JV (Host)
Now also, this is big. $11 trillion. Charles Swab tells CNBC it wants to be the world's largest bitcoin and crypto exchange. As you know, Binance is the world's largest right now, founded by cz and
[12:09]
Onchain Analyst Willie Woo
the largest in the States is Coinbase.
[12:11]
JV (Host)
The biggest banks are coming fast and we're discussing 40 million users getting access to Bitcoin. That's another 11 trillion dollar pool of
[12:22]
Onchain Analyst Willie Woo
capital getting the bitcoin exposure.
[12:26]
JV (Host)
Now, while the world debates bitcoin, El Salvador is accumulating it a nation state adoption fam. History won't remember the talkers, only the stackers. I reposted this yesterday. The bitcoin office in El Salvador just bought more bitcoin. Their new strategic bitcoin reserve balance is 7,613 bitcoins. So you got to respect Nai Buell and what they're doing at the bitcoin office. Shout out Stacy Herbert, of course, Max Kaiser and the rest of the fam.
[12:56]
Onchain Analyst Willie Woo
Now here's when things get real.
[12:59]
JV (Host)
Because it's one thing to talk about bitcoin as collateral, right? And it's another thing when traditional finance
[13:04]
Onchain Analyst Willie Woo
starts building around it. And that's exactly what we're starting to see.
[13:09]
JV (Host)
As you can see here in the
[13:10]
Onchain Analyst Willie Woo
headlines, Fanny May now offering crypto mortgages. The borrower takes out a regular mortgage first and a second loan backed by their crypto on Coinbase. The second loan would then fund the down payment on the first loan so they don't have to sell their crypto. It's all coming, it's all happening.
[13:29]
JV (Host)
That supply shock is occurring in real time.
[13:33]
Onchain Analyst Willie Woo
And let's dive a little deeper into how this works with bitcoin back loans.
[13:37]
JV (Host)
Maybe a new concept for some of
[13:38]
Onchain Analyst Willie Woo
you, some of the big takeaways better and Coinbase's new offering can give crypto
[13:44]
JV (Host)
holders a new way into home ownership
[13:45]
Onchain Analyst Willie Woo
without forcing them to sell their bitcoin first. The structure is not one simple bitcoin mortgage. This uses two loans, a standard home
[13:53]
JV (Host)
loan and and a separate crypto back down payment loan.
[13:56]
Onchain Analyst Willie Woo
Fanny May's role keeps the main mortgage
[13:58]
JV (Host)
inside the traditional US housing system, showing
[14:01]
Onchain Analyst Willie Woo
that it is a tradi model with crypto added in. Not a fully crypto native loan though those fully native crypto loans are available on other platforms. The product may help crypto rich buyers
[14:12]
JV (Host)
but it also adds risks through extra
[14:14]
Onchain Analyst Willie Woo
leverage and the chance of forced crypto liquidation if payments fall behind. Also like to stress what was just referenced here. There is always real intrinsic risks. When borrowing against your bitcoin you can
[14:27]
JV (Host)
get what's called a margin call that
[14:29]
Onchain Analyst Willie Woo
can lead to a liquidation event where they take your collateral. That's if the market crashes and you don't add additional collateral. So you need to be aware of that.
[14:37]
JV (Host)
Of course there are risks but this
[14:39]
Onchain Analyst Willie Woo
is breaking news March 26 Better home and Finance B E T T E R Better and Coinbase. They joined in a partnership with offering crypto back mortgages for potential home buyers. The product will roll out over the next couple of months. This alone makes the announcement stand out as for years if you're a crypto
[14:58]
JV (Host)
huddler and you wanted to buy a
[14:59]
Onchain Analyst Willie Woo
home, you usually had one option in selling your assets which typically triggers a taxable event capital gains. Moving your money into a bank account and beginning a standard mortgage.
[15:09]
JV (Host)
This new.
[15:09]
Onchain Analyst Willie Woo
And also there's other, you know, in in intricacies that come along with that. The new model offers a different route treating crypto as something that can major real world purchase. That's because bitcoin is pristine collateral. So of course they want to use your bitcoin as collateral. They said it was worthless bitcoin. Now you might be Able to use it to buy a house. That's where this is going. Yo Fannie Mae multi trillion dollar mortgage giant exploring crypto backed mortgages. So this is a big deal. So how the Better Coinbase mortgage model works. Here's an example. Imagine you're looking to buy a five hundred thousand dollar home through the new model. Perhaps you can pledge 250,000 in Bitcoin to help cover the one hundred and a thousand one hundred thousand down payment. But that's not the only step. You won't just get one big bitcoin mortgage. Instead you'll have to apply for the standard loan as well, totaling two loans to purchase your home. That two loan structure is a prime detail. Better is still making a normal conforming mortgage on the house, while the crypto back part is the separate loan tied to your down payment at launch. Better and Coinbase said that eligible assets are are currently Bitcoin and usdc, which shows how tightly controlled the first version is. That's probably because due to the extreme volatility of the other coins. You know, obviously USDC being a stable coin, but Bitcoin has the least volatility in comparison to Ethereum and all the others. Now your main home loan could be a normal 15 to 30 year mortgage while your crypto sits in custody as a separate down payment loan. Charles Swab and the others will follow. Precisely. And let's not also forget Morgan Stanley made a big announcement as well. It seems all the major asset managers are embracing the Bitcoin. The doing never alone. The Bible says it makes you a slave to the lender. This is a lot of truth in that and I'm glad that's actually in the Bible. If you got the particular verse I can quote, let me know. That's actually very valuable. And it is true. I mean people borrow money when they're in need. You know, it's a concept which isn't new. Obviously people have been borrowing money for long times, probably back when money was in different forms. And Bitcoin is the newest, greatest apex predator form and there's a demand for it or people wouldn't be doing it. In fact I purchased the house I'm living in now back in 2022 with a Bitcoin back loan. I had bad credit at the time, didn't want to deal with the traditional lending system, the paperwork, the 45 day weight, the process. I skipped the line bitcoin back loan, no questions asked, no credit report, you know, check, nothing. I just sent the Bitcoin as collateral and within 24 hours I received the cash. At the time it was like $803,000. I bought my house. Bada boom, bada bing, done deal, no shenanigans. But was it risky? Absolutely. Would I do it again? Probably not. Money, money, money, money.
[18:12]
JV (Host)
The Bible does not explicitly forbid borrowing money, but it heavily cautions against it, framing debt as a form of servitude.
[18:20]
Homeserve Announcer
Owning a home is full of surprises. Some wonderful, some not so much. And when something breaks, it can feel like the whole day unravels. That's why homeserve exists for as little as 4.99amonth. You'll always have someone to call, a trusted professional ready to help, bringing peace of mind to four and a half million homeowners nationwide. For plans starting at just 499amonth, go to homeserve.com that's homeserve.com not available everywhere. Most plans range between 499 to 1199amonth. Your first year terms apply on covered repairs.
[18:50]
JV (Host)
To Covis is the go to for premium handcrafted western boots. Stop by any store location for a warm welcome, a cold drink in hand and a truly one of a kind shopping experience. Let our friendly staff help you find your new go to boots. Whether your first pair or your 50th. Finish things off with a complimentary boot brand to make them extra special. Come for the boots, stay for the good times. To Covis forever West. Key verses include Proverbs, chapter 22, verse 7. The borrower is a slave to the lender. Well, amen and thank you for sharing.
[19:27]
Onchain Analyst Willie Woo
Tammy.
[19:27]
JV (Host)
Psalms, chapter 37, verse 21. The wicked borroweth and payeth not again. Instructions on interest and repayment in Exodus, chapter 22, verse 14, Amen. The reason I'm bringing this up because it's a big market and there's a demand for it. And a lot of that bitcoin which is available, the liquid supply, which is only roughly, you know, 2 million Bitcoin today, a lot of it is being held as collateral, which just means supply shock more imminent because we have nation state adoption, of course, countries like El Salvador stacking without fail, purchasing a bitcoin plus per day. We have institutions like IBIT, Black Rocks, Bitcoin ETF, you know, eating up the bitcoin. In two years they got 800,000. We have companies like Strategy making new announcements every week like we're about to dive into.
[20:14]
Onchain Analyst Willie Woo
And if you add all this up,
[20:16]
JV (Host)
you start to realize there is very limited supply. Hence why supply shock. Incoming.
[20:22]
Onchain Analyst Willie Woo
$2 million.
[20:24]
JV (Host)
Send it. But anyways, next up fam. Check this out spot Bitcoin ETFS absorbed
[20:29]
Onchain Analyst Willie Woo
50, 000 Bitcoin in the month of
[20:32]
JV (Host)
March, the fastest inflow pace since October of last year.
[20:37]
Onchain Analyst Willie Woo
But wait, there's more.
[20:39]
JV (Host)
Strategy adds 330 million worth of Bitcoin as paper losses top 14 and a half billion in the first quarter. That's right, another 4871 Bitcoin gone, not traded, not flipped, and not coming back. This is how supply disappears as Sailor flexed right here. Strategy has acquired 4,871 bitcoin for 329.9 million at 67,700 per bitcoin. As of April 5, 2026, we hold 766,970 bitcoin acquired for $58 billion at
[21:14]
Onchain Analyst Willie Woo
roughly 50 or sorry, at roughly 75,600 per coin.
[21:20]
JV (Host)
The doing doing.
[21:21]
Onchain Analyst Willie Woo
That's right.
[21:22]
JV (Host)
Strategy, the world's largest publicly listed hodler of the Bitty, resumed buying Bitcoin last
[21:27]
Onchain Analyst Willie Woo
week after reporting no purchases in the final week of March. As I just referenced, Strategy purchased 4800
[21:33]
JV (Host)
Bitcoin for 329 million, according to their
[21:36]
Onchain Analyst Willie Woo
8K filing with the SEC. The purchases were made at the average price of 67,000 per coin, below the company's overall average acquisition price of 75,000. The new acquisitions bring the strategy holdings
[21:48]
JV (Host)
to 766,000 Bitcoin acquired for a total
[21:51]
Onchain Analyst Willie Woo
cost basis of 58 billion.
[21:53]
JV (Host)
In addition to the purchase update, Strategy
[21:55]
Onchain Analyst Willie Woo
also reported the first quarter financial results including 14.5 billion, an unrealized loss on digital assets and the 2.4 billion deferred tax benefit. That's because Bitcoin has been correcting in this first quarter 2026 now, Strategy said, as Bitcoin holdings continue to trade below the cost basis, resulting in the recognition of a deferred tax asset tied to unrealized losses on digital assets. As of March 31, the company recorded 1.7 billion deferred tax asset related to those unrealized losses, which was offset by a corresponding 1.7 billion valuation allowance against the amount quoting them here. Because the fair value of Strategies Bitcoin holdings is below the cost basis, Strategy expects to establish an additional valuation allowance of $0.5 billion against these deferred tax assets. Strategy saw Bitcoin fall below its average purchase price early February mark in the first time since late 2023 the Bitcoin traded below their cost basis. Despite the decline, the company had continue to accumulate bitcoin buying roughly 54,000bitties since February 2nd. Strategy was especially aggressive in March, making some of its largest weekly purchases on record during the month with monthly acquisitions netting 41, 362 Bitcoin one company, 41,000 Bitcoin locked away strategies. Total Bitcoin purchases for the first quarter of this year reach 89,000 Bitcoin. One company with an aggregate spend of approximately 6.3 billion. Also they recently made the big announcement of raising an additional 44 billion to ultimately purchase more Bitcoin. It's 21 to 22 billion with STRC, which is their high yield dividend program which pays 11 and a half percent annual yield. And then we have MSTR and collectively we're talking another 42 to 44 billion worth of capital. And I don't think the Sailor man is slowing down.
[23:54]
JV (Host)
He currently has roughly 3.6% of all the bitcoin which will ever be in circulation. He'll Most likely have 1 million-plus Bitcoin before the end of this year. And, and I've heard him say he wants to have 2 million Bitcoin, roughly 10% of the circulating supply. Do you think the Gigachad, the bitcoin alchemist, Mikey, Mikey Sailor will achieve this? You guys got to let me know your thoughts in the comments.
[24:21]
Onchain Analyst Willie Woo
But yeah, let me know your thoughts
[24:23]
JV (Host)
on some of these predictions we discussed today. I already broke down why there's a supply shock happening in real time. There's supply disappearing forever off the market. We covered Willy Woo's long term trajectory of seeing bitcoin God candling up Omega candle to multiple seven figures. In the long term we've discussed Sailors projection of Bitcoin doing another 10x in 48 years and hitting 10 million within 20 years. We've even heard 21 million, even 100 million with a $sat parity as the end game. Peter Schiff had the audacity to challenge
[24:58]
Onchain Analyst Willie Woo
Sailor to a debate.
[25:00]
JV (Host)
You know Grant Cardone may be down on his bitcoin acquisition, but he still sees a million dollars happening per coin attainable in the next five years, potentially sooner. Preston Pish made great point. If bitcoin goes to a million, it will eventually go to 10 million and 100 million. Ain't nothing stopping the train. We talked about the institutional demand 11 trillion. Charles swab basically opening up Bitcoin to
[25:22]
Onchain Analyst Willie Woo
over 40 million users here soon.
[25:25]
JV (Host)
Nation state adoption continues in countries like El Salvador. We now have Fannie Mae offering crypto mortgages. Just less supply, you know what I mean? Massive demand, low supply, supply shock income in send it. And of course, I mean it's clear another 50000 in Bitcoin absorbed by the ETF's strategy is not slowing down.
[25:46]
Onchain Analyst Willie Woo
Sailor is just getting started. Do you think the four year cycle
[25:51]
JV (Host)
is dead as Michael Sailor proclaimed?
[25:54]
Onchain Analyst Willie Woo
Let me know.
[25:55]
JV (Host)
Cuz if the 4 year cycle as
[25:56]
Onchain Analyst Willie Woo
we know it is dead, that means
[25:58]
JV (Host)
new all time highs. Incoming fam 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. Hle.
[26:23]
1-800-Flowers Announcer
Ever notice how ads always pop up at the worst moments when the killer's identity is about to be revealed during that perfect meditation flow on Amazon Music, we believe in keeping you in the moment. That's why we've got millions of ad free podcast episodes so you can stay completely immersed in every single story, every reveal, every breath. Download the Amazon Music app and start listening to your favorite podcasts ad free included with Prime.
[26:56]
Shopify Announcer
You didn't start a business just to keep the lights on. You're here to sell more today than yesterday. You're here to win. Lucky for you, Shopify built the best converting checkout on the planet. Like the just one tapping ridiculously fast acting sky high sales stacking champion at checkouts. That's the greatest good stuff right there. So if your business is in it to win it, win with Shopify. Start your free trial today@shopify.com win.