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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
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lib s y n 5 million dollar bitcoin. It's not about the price anymore. It's about what just entered the system. For the first time, oil flows are starting to interact with Bitcoin. Not through speculation, not through ETFs, but through necessity. And when global energy demand starts touching a fixed supply asset like Bitcoin, that's when things break. Let me show you what just happened. $5 million. Bitcoin just got one step closer. Oil just forced Bitcoin into the global financial system. Not traders, not ETFs, not speculation. Oil changes everything. Iran is now reportedly requiring certain ships passing through the Strait of Horus to pay a dollar per barrel in Bitcoin. And this is in theory. Reports citing chainalysis data suggests Iran is already moving hundreds of millions of dollars to through crypto annually.
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With over 100 million in oil related transactions seen on chain. That means Bitcoin isn't just being traded, it's being required. Not dollars, not banks, not swift. Bitcoin. Let it sink in. For decades, oil has been price settled and controlled through one system. That system defined global power. Now that system is starting to crack. Not because of ideology. Because of pressure. Sanctions, capital controls, restricted access to global rails. When nations get cut from the traditional systems, they don't stop transacting. They adapt.
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And right now, that adaption is happening in real time, my friends. Bitcoin is becoming the neutral rail. No permission, no gatekeepers, no off switch. So what happens when oil flows even partially begin interacting with Bitcoin? You don't get hype, you get forced demand. Entities must Acquire Bitcoin to move value not because they want exposure, because they need it Functionality, it's utility fam. It changes everything. Because Bitcoin doesn't respond like traditional systems. There's no elasticity, no supply expansion, no central authority increasing liquidity to meet demand. There's only ever going to be 21 million bits coin and everyone suddenly needs it. So when new demand enters, especially at the sovereign or industrial level, it doesn't just get absorbed quietly. You know, every price is the entire system. And it doesn't take much. Here's the part most people still don't understand. Demand isn't happening in isolation at the same exact time. And I got the receipts, I'm going to share with you. Corporations are accumulating, ETFs are absorbing supply and long term huddlers are not selling. And now nation state demand enters the system. And it's not just one signal. It's happening everywhere at once. Kazan Central bank is Preparing to buy $350 million worth of Bitcoin. Strategy is buying at a pace that the market has never seen before. Thousands of Bitcoin absorbed in in minutes. Sovereigns, corporations, energy markets all colliding into the same asset, all competing for the same fixed supply. This is why most people are completely misreading what's happening. They're still thinking in cycles. Sailor says the four year cycle is dead. They're waiting for pullbacks, expecting mean reversion. But what happens when demand isn't optional anymore? What happens when it's tied to global trade infrastructure? That my friend, is the shift. This isn't about Iran.
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It's not about one headline.
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It's about a new thing. Financial rail being stress tested under real pressure. And once it proves it works, it spreads. Because no nation wants to be the last one locked out of a working system. Because once one country proves it works,
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others don't debate it, they copy it.
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We've already seen this pattern before. First mover advantage, shout out, nig bu country. Then skepticism. Then quiet adoption, then sudden global shift.
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Gold did it, the dollar did it.
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Now Bitcoin is entering that phase. And here's where it accelerates. One country uses it to bypass restrictions,
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another follows to stay competitive and another adopts to maintain access. That's not adoption, that's a domino effect. And it compounds because every new participant adds pressure to the fixed supply. That's the part nobody is pricing in. This isn't just new demand, it's compounding reflexive demand. It feeds on itself. Which is exactly how exponential moves Begin. This is also why the quiet part matters so much. Because once institutions and governments acknowledge it publicly, it's already too late. The system has already started shifting underneath. Markets always lag reality. And by the time this becomes obvious
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to the majority, Bitcoin won't be sitting
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at today's prices, that's for sure. It'll already be repriced to reflect global usage. That's why $5 million bitcoin isn't crazy. What's crazy is thinking a fixed supply asset can absorb even a fraction of global oil related demand without a passive massive price adjustment.
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This is how supply disappears, this is how liquidity dries up. And this is how the bitcoin price gaps higher, not gradually, all at once. Bitcoin just crossed into the global oil flows and once that door opens, it doesn't close. Which country will moves next? Let me know in the comments. Here's the big picture my friends. Let's zoom in on what's actually happening right now in real time. Because this isn't just one headline, it's showing up everywhere at once. Sovereigns, institutions, energy markets, all starting to converge on Bitcoin. Let me show you the receipts, let's start right here. Chain Alice just said the quiet part out loud. Iran's military now using Bitcoin and crypto to move hundreds of millions of annually over 100 million in oil trade seen on chain confirmed Bitcoin is the new global reserve currency as reported here by the Bitcoin historian Pete Rizzo. And I wrote Bitcoin just broke into the global oil flows. This is the demand shock. Max Kaiser wrote global hash war intensifies. Iran was already a big player in Bitcoin mining and as you can see watcher guru just in Iran to require ships passing through the straight or H pay tolls in Bitcoin as reported by the Financial Times. Now check this out. Iran became the biggest Bitcoin buyer on Earth. Iran charges 2 million in Bitcoin per ship to cross her moose. Let's run the math. $72,000 right now or 73 per bitcoin. Each ship is 27.7 bitcoin. 130 ships cross daily. So for context, miners produce 450 bitcoin per day. Right now Iran earns 3600 bitcoin in a day.
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That's eight times the entire daily mining supply.
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Micro strategy took four years to stack
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500000 bitcoin and they're very close to 800,000 today. Iran can do it in five months with the toll booth.
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Today is April 10, 2026. It is Friday and the markets are lit. Bitcoin continues gapping higher and price action which we love to to see. 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
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Start your free trial@shopify.com Jack Mallers wrote,
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is bitcoin actually competing to be the
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future world reserve currency?
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Yes.
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When you need money that nobody can
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debase, that is free to hold and receive, that is cheap to transfer, that is censorship resistant and that even enemies can settle in, there is no second best. And as you can see here, reported by the Financial Times, he said the tariff is a dollar per barrel of oil. Adding empty tankers can pass freely. Once the email arrives and Iran completes its assessment, vessels are given a few
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seconds to pay in bitcoin, ensuring they
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can't be traced or confiscated due to sanctions. And what's ironic is naturally bitcoin is on a public ledger called the blockchain. So of course it can be traced. But he is factual in saying it can't be confiscated. This was reported by the Financial Times. Goes to show you, they still don't even understand bitcoin. Jack Mers also wrote the straight is still closed. The ultimate fight is monetary, not military. Iran accepting bitcoin or UN is foreshadowing the inevitable battle. Internet Bitcoin versus ccp Semi gold back, UN open versus controlled freedom, bridge verse empire. What world do you want to live in? And that's a great question.
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Now, Michael Sailors STRC this morning, off to the biggest bitcoin buying day in history. Within the first 40 minutes as outline here, they bought a thousand Bitcoin. That's 25 Bitcoin per minute. And then as the day goes, you can see the proof right here. Over a thousand bitcoin from their net proceeds they raised and then fast forward a few hours later. 1800 Bitcoin. My guess is they'll probably finish the day with over 4,000 bitcoin. They achieved roughly 6,000 bitcoin the other day. This train, my friend, is not slowing down. This is the craziest thing happening right now in finance. Now I also want to point this out because this is major strategy. At the current pace, they're on pace for 43,000 Bitcoin per month absorbing 3.185x
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the monthly mine supply.
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The ratio alone is staggering. 20% of the highly bitcoin liquid supply gets absorbed in under five months. At the current pace, the stress case is survivable with years of dividend coverage. Critically, prior absorption is permanent. Coins don't come back. STRC hitting 333 million volume yesterday with one penny of volatility is the clearest signal the instrument is working as design. What this means for Bitcoin over a five year time frame is staggering. Digital credit is what pushes the bitcoin price to $1,000,000 per coin. Also got to remind you, the liquid supply of bitcoin is roughly 2 million coins right now. Meaning 75% of all the bitcoin in circulation is illiquid. So if strategy just continues on this trajectory, they're going to get 310,000 more Bitcoin which is 32% of the liquid
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supply by year three.
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Another 650,000 Bitcoin, 47% of the liquid
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supply in year five, 800,000 Bitcoin, 56%
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of the liquid supply. You can see that total number here.
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Roughly 1.9 million BTC. And that's only if he maintains the current volume. I have a a feeling he's only going to accelerate this as as the supply shock continues. Now, Sailor strategy could surpass Black Rock's bitcoin holdings in the next couple of weeks. I have my money on Sailor, you know, over Black Rock. If you're listening Larry Fink, go home and get your shine box. And this outlines it perfectly. The battle of the heavyweights, the Titans MSTR versus IBIT Holdings. IBIT right now has 785,000 Bitcoin ballpark. Sailor has close to 767,000 is probably going to surpass IBIT, potentially even this week.
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Now check this out. Sailor says a lot of people don't really think they're like oh my God,
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Micro strategy is going to get liquidated.
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Well no dude. Bitcoin can go to a dollar.
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We're not getting Liquidated. We're just going to buy all the bitcoin.
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So for you haters out there claiming sailor to get liquidated, he claims even if bitcoin were to go to a
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dollar, they're not getting liquidated. So try again now. Kakistan Central Bank.
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Here's a receipt.
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Weeks away from buying 350 million of
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bitcoin and crypto dominoes are fallen.
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Every nation will follow. This is massive news, of course, as the global hash war continues. Now, Marco Rubio even said recently on Fox News, we won't have to talk about sanctions in five years because there
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will be so many countries transacting in
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currencies other than the dollar that we won't have the ability to sanction them. Precisely. It'll be bitcoin, maybe it'll be the Chinese un You can see Russia's Putin with President Xi right here. You know what I mean? This is the future stack. The bitty sailor says When Bitcoin hits 950,000, many will wait for it to drop to 700,000 before buying. And by then it can skyrocket to $8 million per coin. You feel me? Now Black Rock's Bitcoin ETFC is 269 million of inflows. They just had their best day since early March. So another great sign, their best performing day in a while. At the time the US Iran war started to kick into high gear. The inflows help to end two days of net outflows amongst the 12 US spot Bitcoin ETFs which recorded a net inflow of almost 400 million. Bitcoin ETF inflows are just one way to gauge the retail and institutional demand for Bitcoin. Also, you know, you got Fidelity, you got Morgan Stanley which just launched and they said it was their most successful ETF launch and they have now the lowest fees, which is going to create what's called game theory, because now that they have the lowest fees, most likely, I would assume the other ETF issuers will probably lower their fees because they're going to get a big piece of the pie. You know, competition is always a good thing in this landscape.
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So as they said here, Morgan Stanley's digital asset head noted in an interview with Bloomberg that MSBT was the institutional bank's best performing ETF launch ever. This is the first of a long road map of new products on the asset management side. So millions of customers now get access to Bitcoin through Morgan Stanley. That's absolutely massive. The Bitcoin e test finished 2025 with just shy of 57 billion of net inflows and are currently 56 and a half billion, meaning they're just 80 million away from clawing back into their inflow figures at the start of the year. Now I also want to share this with you. This was published, I saw Michael Sailor posted it and it was on his timeline and this is actually some great data. It's a deep dive. STRC a hundred and twenty billion dollars financial PR that can send Bitcoin to $650,000. I say send it a July of 2025 strategy quietly launched something that most of the financial world didn't know how to categorize. It wasn't a bond, equity or even an ETF strategy. Launch STRC the yield bearing Bitcoin back monthly paying prefer stock that had since grown into the apex form of what is now being called digital credit. And that's what Adam Livingston Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. You chose to hit play on this podcast today. Smart Choice. Make another smart choice with Auto Quote Explorer to compare rates from multiple car insurance companies all at once. Try it@progressive.com Progressive Casualty Insurance Company and affiliates not available in all states or situations. Prices vary based on how you buy.
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alluded to earlier it's going to send Bitcoin to a million per coin. We believe that strategies equity prefer stock STRC isn't just a new financial primitive, but one that can fuel hundreds of billions of dollars in bitcoin demand and send Bitcoin to 650000 before the end of the decade. Now here's why with STRC sailors tapping into a 300 trillion dollar market, a yield market, you can get 11 and
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a half percent yield which is considered really good for you yield investors or
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yield farmers out there. Here's cycle one Bitcoin from 2011 to 2013 we did a 100x Bitcoin's market
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cap grew approximately 100x from 10 million to 10 billion in 24 months during the first major cycle. And if you were around during that time you're an og. Congrats. This was the proof of concept phase. A completely new asset finding it's initial believers without any institutional infrastructure.
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Now applied to STRC, a cycle 1
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velocity implies STRC's initial adoption wave has a ceiling of roughly 120 billion.
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The logic if SCRC truly represents a
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new asset class rather than merely a new instrument, and if digital credit becomes recognized category in global fixed income markets the way the high yield bonds or mortgage backed securities did, then the addressable market is not the existing prefer stock market, but Even an entire $130 trillion global bond market seeing alternatives. So check it. Even a 1% allocation from the market cap implies $130 billion in demand. Let's fast forward to cycle two. The Bitcoin market cap grew approximately 30x during 20152017 cycle from 200 million to 240 billion in 26 months. This was arguably the the institutional and retail discovery phase. Let me know if you were around
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by then and when the entire world recognized Bitcoin wasn't going away. That's right, the government can't shut it down and began building allocation frameworks. The growth was explosive by any conventional standard, but more measured than the founding cycle. Applied to STRC, the 30x growth from
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the confirmed 5 billion base implies a
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ceiling of approximately 60 billion. This maps logically to a scenario where pension funds, sovereign wealth funds and fixed income asset managers begin allocating to STRC as a yield category, not because they are bitcoin enthusiasts, but because of the yield they want. The yield, collateral backing and liquidity profile compares favorably to junk corporate bonds at a fraction of the credit risk. Now the midpoint they say the primary projection splitting the difference between cycle one, the 120 billion dollar ceiling and cycle two 60 billion ceiling yields midpoint ceiling
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of approximately 90 billion with an inflection point at around 2028 the year the
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next having steepness calibrated to reflect STRC's demonstrated early acceleration and in early 2026 year end estimate of approximately 12 billion. The reasoning for choosing this as our
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primary scenario is grounded in three observable facts.
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First, the acceleration is already happening.
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The week from March 9th to the 16th they saw 1.18 billion in STRC issuance alone.
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An annualized rate of significant 60 billion, if sustained, would exhaust even our cycle
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one ceiling in roughly two years. We do not expect the record week to be the norm immediately, but it demonstrates that demand at this scale exists right now eight months into launch. And second, STRC has a structural advantage that Bitcoin did not have in its early cycles. It can be purchased by yield mandated investors who literally cannot own Bitcoin. Pension funds. We're talking about insurance companies, sovereign wealth vehicles. They're prohibited from owning volatile assets but can own high yield preferred securities. That's where STRC comes in and opens a completely new capital pool that Bitcoin never had access to. So sailors doing some genius things right here.
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It's very fascinating what's happening.
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There is a supply demand right now
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and there is a supply shock. And Bitcoin price will continue gapping higher and higher. Where do you see the Bitcoin price flowing with?
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What's going on with the global hash
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war which maximum Kaiser predicted many years back? You know, will Iran win the Bitcoin mining race? Will it be China? Will it be Russia? Will the US actually do anything with our Bitcoin strategic reserve executive order? Start stacking some bitties or are we going to fall behind? And when Bitcoin becomes a utility, not just a speculative asset, what will that mean for the Bitcoin price? When we have companies like sailor purchasing
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25 bitcoin per minute, minute by minute, hour after hour. You know the stats don't lie.
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Check the scoreboard you already know.
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But let me know your thoughts in the comments right down below. And can you see Bitcoin accelerating to
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unprecedented levels and skyrocketing to 5 million per coin or even 8 million per
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coin which Michael Saylor predicts? Let me know in the comments right down below.
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And if you enjoyed today's show. Smash that subscribe button. Supply shock Japan naming Bitcoin as a traded asset. I did see see that. That's actually very big news. People realizing that you can use Bitcoin for payments. The dollar is being demonetized in real time.
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Preach.
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What problem does Bitcoin solve? Answer totally secure, peer to peer verified in a decentralized blockchain. Globally in minutes. Do that with any other asset. Best of luck, pay tolls and Bitcoin.
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Nice.
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2 million per ship.
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Send it.
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That's why I hoddle.
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Hodle be thy name.
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Freedom versus the empire. We strike the empire back. This doesn't only affect oil, gas or even Bitcoin. It affects the global banking monopolies and all central banks. Question, how many Bitcoin are there or will there ever be? 21mil. However, how many are available?
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Liquid supply? Roughly 1.9 million.
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The lowest level we have seen in years.
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Supply shock. The answer may shock you. The programmatic math for Bitcoin is 276 cubed 21 million.
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The last 24,000 will almost be impossible to mine due to difficulty.
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3.6 million permanently lost 1.1 million is 22, 000 original Satoshi wallets that have never moved 1 million ish yet to be mine so 14 million maybe in the current circulation.
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5 million dollar biddy. Send it and don't forget to check out BitcoinNewsAlerts.net for the full premium experience with video and to participate in the live stream along with the Q A. And I look forward to seeing you on tomorrow tomorrow's episode. HODL.
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Episode 2305: $5M Bitcoin – Oil Shock Triggers Global Demand Surge
Date: April 10, 2026
This episode explores the seismic shift occurring as oil markets begin settling transactions in Bitcoin, marking a paradigm change not anchored in speculation or ETFs, but raw necessity. The host and co-host break down how this unprecedented “forced demand” from global energy flows, alongside sovereign and institutional accumulation, is positioning Bitcoin for explosive price discovery—perhaps as high as $5 million or even $8 million per BTC. The discussion is raw, urgent, and loaded with macro-level signals and receipts.
The episode closes with urgency: Bitcoin is transcending its role as a speculative asset and becoming the core settlement layer for global trade—starting with oil—and thrusting the entire monetary and geopolitical world order into flux. The supply shock is accelerating, large institutions are being outpaced by sovereign nations, and there may be little time left for those waiting on a “dip.”
“Hodl be thy name. Freedom versus the empire. We strike the empire back.” – Host (22:13)
TL;DR:
Oil payments in Bitcoin have arrived, making forced demand the new normal. Sovereigns, institutions, and corporations are stacking faster than ever while liquid supply dries up. The race is on for global dominance, and the resulting supply shock may catapult Bitcoin toward the previously unthinkable $5 million to $8 million range—even sooner than most expect.