← Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts | Daily BTC Macro Signal
2308: Saylor's $1B Bitcoin Buy Is Draining Supply - $5M Incoming
00:19:14
Loading summary
Transcript6 lines
- [00:00]
A
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.
- [00:26]
B
When you need to send the perfect rose bouquet, only one brand can say they've been the floral authority for 50 years. 1-800-flowers. Why should you trust 1-800-flowers? They hand select every stem to ensure top quality. And with nationwide delivery, smiles and satisfaction are 100% guaranteed. And right now, when you order a dozen multicolored roses, we'll double it at no extra cost. Don't miss out on this limited time offer. Order today at 1-800-FLowers.com podcast. That's 1-800-FLowers.COM podcast.
- [00:56]
A
And Bitcoin just absorbed another 1 billion in a single move. And this isn't just buying pressure anymore. This is acceleration. Because when one entity can remove nearly 14,000 bitcoin at once, you're no longer in a normal market. You're in a supply shock that's speeding up in real time. $5 million bitcoin just got confirmed. Not by the price, but by the behavior. Almost nobody is paying attention. Most people think this just means the price goes up. But the real question is, how much bitcoin will you actually own when the system is done absorbing it? Because something just happened that changes the structure of this market. Strategy just bought another 13,927 bitcoin, roughly $1 billion deployed in a single move. That brings their total bitcoin holdings to 780,897 BTC. But now here's where things get quite interesting. They are now within 8,000 bitcoin of catching black rock. The gap is tightening and fast. That's not supposed to happen, not in a bare market, and definitely not at this pace. Because so far this year alone, strategy has accumulated over 100,000 Bitcoin. And we're only in April, folks. That's roughly 3.7% of the entire bitcoin supply which will ever exist. Gone, absorbed and removed from circulation. And it's not coming back. They're not slowing down. In fact, they just bought another 1000 bitcoin in the first 15 minutes of trading today. Within 15 minutes. That's not discretionary buying. That's a system executing and it's accelerating. STRC is already trading at 53 of MSTR's total volume today. And just within the first 50 minutes of trading, another 8, 1850 Bitcoin was absorbed. Not over a week, not over a day in minutes. This isn't accumulation anymore. The market isn't ready for what happens next. This is continuous removal of supply. And while this is happening, capital is quietly returning. Crypto ETPs, exchange traded products just recorded 1.1 billion of inflows last week, the strongest we have seen since January. Flows just flip positive. Also, for the first time in months, liquidity is repairing. And spot remains stable. Derivatives, after being wiped out, are now attempting to rebound. This is how structural moves begin. Not with hype, with positioning. And here's the part most people still don't see. They're watching the price. They should be watching the supply. That's what I've been tracking. Because there is no longer a demand story. It's a supply event. Bitcoin doesn't need infinite buyers. It only needs demand to collide with shrinking available supply. That's when repricing happens. And that's exactly what's being set up right now. Strategy isn't just buying bitcoin. It's building a machine to continuously remove it from circulation. And that machine is scaling. They just raised 81% of their annual dividend obligation in one week without selling a single share. That means the engine funding these purchases is working efficiently, repeatedly at scale. And it's not even close to done. Strategy still has over $49 billion in remaining capacity to buy more Bitcoin. 21.6 billion through strc, 27.1 billion through mstr, and 2.1 billion through strk. They're not slowing down. They're scaling. And if anything, this is just getting started. And this isn't happening in isolation. Zoom out. At the same time, global demand is just getting started. In Russia alone, one in three citizens already planning to buy Bitcoin once it becomes legal this summer. That's not speculation. That's adoption. Waiting for a switch to flip. Only 1% of the world currently owns Bitcoin. That's roughly 100 million people for an asset with a fixed supply of 21 million coins. Do the math. There is enough Bitcoin for everyone. Not even every millionaire can own one bitcoin. Not even close. And now large entities are stepping in and securing their share early, locking it away, removing it from the liquid market. Which means the amount actually available to buy is shrinking every single day. And when that shrinking supply meets even modest demand, price doesn't move gradually. It gaps. Because markets don't reprice smoothly. When liquidity disappears, they reprice violently and burst. And here's where this goes next. Michael Sailor isn't talking about $100,000 bitcoin. He's not even talking about a million. He's openly saying bitcoin goes to $21 million. So per coin at a $400 trillion market, not hype, but as an endpoint, you know, the end game. Because if Bitcoin becomes the dominant digital capital of the world, that's the number that clears global balance sheets. And for the first time, when you look at what's happening right now, that trajectory does not sound insane, it sounds early. Because the real shift isn't price, it's behavior. Entities are no longer trading Bitcoin. They're acquiring it permanently. And every time that happens, the supply available to the market shrinks. And when supply shrinks, the impact of new demand increases, which attracts more capital, which removes more supply, which drives price higher, and the cycle feeds itself. This is not a normal market dynamic. It's a feedback loop. And once that loop reaches scale, there's no off switch. There's only 21 million Bitcoin. And a rapidly shrinking percentage of that is actually available. Right now, they say 1.9 million Bitcoin are liquid and available on the exchanges. So once the shift happens, which brings us back to the real question. Not whether Bitcoin reaches 5 million per coin, but how much supply will still be left by the time the market realizes what's happening. Because by then, you won't be competing with retail. You'll be competing with systems. And systems don't hesitate. They just absorb. So the real question is, who is still selling? Let me know your thoughts in the comments right down below. Now, if you think that's just a narrative, wait till you see this, because this isn't theory. It is happening in real time. And the data proves it. Let me show it to you. Today is Pod Episode 2308. I'm your host, JV. It's April 13th, 2026, and Bitcoin is ripping up over 3% on the day, naturally, which we love to see. Sailor. This was the official announcement here today. Strategy acquiring 13, 927 Bitcoin for a billion dollars of 71, 900 per coin and has achieved a Bitcoin yield of 5.6% year to date. 2026. As of April 12, 2026, we huddle. 780, 897 Bitcoin acquired for $59 billion at 75,000 per Bitcoin. Now, here's where things get quite fascinating. They've now done over 100,000 Bitcoin this year added to their balance sheet. That's 3.7% of all the bitcoin there will ever be. It's unprecedented. Now here's what's mind boggling to me. At 9:45am you can see the timestamp. They already raised enough capital to purchase another 1012 Bitcoin within 15 minutes of opening for their trading session today. And I've been eyeing this. And look at. Let's just pay attention to the time stamps. By 11am they now have 205 million to buy two 871 Bitcoin. And then an update here. By 12:30pm around lunchtime, they've now raised 306 million to acquire another four 269 Bitcoin. So strategy buys 400 million in three hours before lunchtime. That is 12.5X the daily mining supply because you know there's four hundred and fifty Bitcoin mined per day. And they did this in three hours check last week. 79% capture rate of volume over $100. Estimated ATM proceeds would be 403 million. 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. To try it@progressive.com Progressive Casualty Insurance Company and affiliates Price and coverage match Limited by state law not available in all states.
- [09:24]
B
We have the tech to get food delivered in 15 minutes. But we all have horror stories about buying tickets. The GameTime app gives fans the advantage. Get amazing tickets in just a few taps. Fees are included. So what you see is what you pay. And the game time guarantee means authentic tickets at the best price every time. Take the guesswork out of buying tickets to concerts, sports, comedy and more with GameTime. Download the GameTime app and create an account for $20 off your first purchase term supply.
- [09:54]
A
STRC is exploding 10.6 million shares above the threshold. 7130 Bitcoin estimated to be purchased today off of the capital in which they raised the largest single day haul ever. Volume at 458% of the average. Every share crossing threshold. That's more than the entire previous week combined. And yes, this is that product that pays that 11 1/2% yield. So red alert. STRC passes $1 billion in trading volume. This is almost the amount of their annual dividend obligation. Sailor is driving all bitcoin out of circulation. Check the scoreboard. Numbers don't lie. Strategy is now within 8,000 bitcoin of catching Black Rock. I'm quite optimistic they achieved that this week and surpass Black Rock. The gap is tightening the pace and the bitcoin bare market is insane. And you can see Black Rock has an estimated 788,000 and sailor as of today now has 780,000. So let me know when you think the great flipping of strategy surpassing Black Rock will happen. And also I like to point out that Black Rock didn't start accumulating bitcoin until the ETS went live which was back in January of 2024. So sailor had a four year head start. So what the institutions are doing is mind boggling. And also what the corporations have accomplish. And just a few years 2 million Bitcoin for strategy by the end of the year 2027 is not moon boy math as Adam Livingston points out. Especially if they can get an assist from a positive bitcoin run in that time frame. Let's go back in time. September 13 to November 25, 2024. Bitcoin price was 60 GS to 97 000. The weekly capital was 1.1 billion to 5 billion. Bitcoin purchase was 18,000 to 55,000. Now Bitcoin got 6,62% more expensive. Strategy bought three times more Bitcoin because the capital Bazooka grew 6x faster than the bitcoin price. That's the mechanism they did this without STRC and they will buy more bitcoin the higher the price goes. And nobody is prepared for this. Sailor has said it publicly. I'll be buying the top forever. I seriously think just a reversion to the power law trend line will no blow off top gets us right there. Project modest month over month rates and digital credit issuance. A lot of this depends on the bitcoin performance obviously. But people are already forgetting what strategy can do when bitcoin moves violently. Few. Michael Sailor just said Bitcoin is going to $21 million per coin. That's a $400 trillion market cap which effectively means half the money in the world of capital will be parked in bitcoin. All assets go to zero against bitcoin. He says it will emerge as the dominant digital capital of the world. Let me know when feel 21 million to be a realistic price action turning into fruition for the bitcoin price. I've heard him say it. Within 21 years 21 million dollar Bitcoin he loves that number 21, doesn't he? Now only 1.29 of the world currently owns Bitcoin. That's 106 million people versus just 21 million Bitcoin. There isn't enough bitcoin for everyone. I mean, here's a little breakdown of the math number of bitcoin owners. Show you the number of the bitcoin wallets. Roughly 200 million 53 million traders and 400,000 daily bitcoin users. I've also heard there's roughly 1 million wallets which have acquired a whole coin. And you got to assume that the average bitcoin whole coiner has more than one wallet, which means effectively less than 1 million individuals own one bitcoin. If I was to speculate, I'd say It's probably like 200,000 people who are whole coiners. That's a great goal to accomplish. Max Kaiser reminds us a warning that the US debt will send the Bitcoin price above 2 million per coin. Max's target is 2.2 million. This is just in breaking news. One in three Russian citizens plan to buy Bitcoin and crypto when it's made legal this summer. As reported by RBC Global game theory is playing out now. Visa just launched bitcoin only card with up to 3 1/2% bitcoin rewards. Visa plans to roll out Stablecoin cards in 100 plus countries enabling spending with US dollar coin across 175 million merchants. At the same time, a Bitcoin only card with fold offers up to 3 1/2% back in Bitcoin. So they're incentivizing us to use obviously your bitcoins to earn some bitcoin back rewards. Now Willy Woo had pointed out capital flows into Bitcoin just flip positive for the first time since January. Liquidity is repairing Spot remains stable will while derivatives after being destroyed October 10th is now making its second attempt at rebounding. 80,000 remains the key test level as we're inching closer and closer to that target. Now let's dive a little deeper into this massive acquisition by Micro Strategy, now known as Strategy, the world's largest public holder of Bitcoin, adding a large hall of Bitcoin to its stash last week, making them now very close to 800,000 Bitcoin in total holdings. They acquired almost 14,000 Bitcoin for a billion between April 6th and the 12th According to their recent 8K filing with the US SEC today the purchases were made at an average price of 71,900 per coin. Strategy holds 780,897 Bitcoin on the balance sheet, acquired for a cost of 59 billion. And the company has 19,000 bitcoin left to reach 800,000 after buying more than 107,000 bitcoin so far this year. What's crazy about that stat is we're only in April, there's only the fourth month of the year, so the bulk of that 100,000 plus Bitcoin came within the first quarter, you know. And according to the filing, the 1 billion is in purchases were funded via proceeds from Strategies perpetual preferred equity strc, known as stretch. The company sold 10 million strc shares last week, generating around 1 billion in notional value and net proceeds. No shares were sold for strf, strk, STRD or MSTR stock during that period. And according to STRC Live, they recorded its second largest weekly issuance on record last week, nearly three times the four week average. The Equity has seen record share sales in recent weeks after Strategy amended its sales rules in early March. Now strategy is aggressive buying. So this is exactly what we're seeing play out. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states. Now let's take it a step further here because it's not just strategy. As you can see in the headline crypto ETPs see 1.1 billion of inflows the Strongest Gains since January. That's right, the exchange traded products logged 1.1 billion of inflows last week, with Bitcoin leading the gains with 871 million worth of inflows. The inflows marked the second biggest weekly gains of the year, following the 2.17 billion in weekly inflows recorded in mid January coin shares set of research attributed the spike in inflows to a rebound in investor risk appetite following tentative ceasefire development in Iran alongside support from softer than expected US inflation and spending data. The inflows came amid volatility in the spot markets with Bitcoin reclaiming 70 GS. In fact, we just reclaimed 73 here today during the live stream. And taking it a step further because this is starting to trickle down. Nigel Farage Back stack Bitcoin adds 2.7 million in bitcoin to The Treasury. As you can see Here from Stack BTC Breaking, Nigel Farage has purchased 2 million to Bitcoin for Stack Bitcoin, becoming the first sitting MP and the first UK political party leader in history to publicly buy Bitcoin. A landmark moment for bitcoin and British politics. And if you don't know now you know. So what are your thoughts on this massive accumulation game being played out in real time right now? How long before all the bitcoin is effectively absorbed from the market from the likes of the Michael Sailors strategy, Black Rocks, etc? Do let me know your thoughts because eventually we're going to run out of bitcoin and when that happens, that's when the violent repricing starts gapping up and we start seeing unprecedented parabolic moves. He has a massive war chest, he has the infinite money glitch. They're just going to continue accelerating until there is effectively no Bitcoin available. And right now we have the lowest amount of bitcoin available on the exchanges. The liquid supply is 1.9 million. And that could all effectively be absorbed from one company, which is strategy at the rate they're going by the end of 2027. So what will likely happen to the Bitcoin price action as a result of running out of supply effectively available on the exchanges? Let me know your thoughts in the comments. Right down below. $1 million by the end of the year this year and $5 million by 2030. Send it. The oracle has spoken. Okay, we got another prediction here. If bitcoin goes to $5 million by 2030, then I would say that it will reach $21 million by 2035. When it goes parabolic to that extent, then it will continue with the momentum. I say send it. And I love your bullish thesis using the opm other people's money. I'm getting close to one Bitcoin in my current active coal wallet, my retirement wallet that is. Well, congratulations. That's massive. I got an update right here. Sailors end game is here. Strategy to 2 million Bitcoin by the end of 2027. 1 billion in one week from strc to be followed by almost a billion in one day from strc. Half of their annual dividend obligation raised just STRC in less than one trading day. The bears are running out of the ammo. This is the great Bitcoin singularity strategy to 2 million Bitcoin. 10 of the supply you're living in. Sailors endgame. Well said. We're in sailor simulation. Record day for STRC. 1.1 billion daily traded volume. That's up 46.5% from the previous high. As the Fed Chair Nip put it right here, there's no sellers left. Update from Michael sailor. He wrote 1.1568 billion of liquidity. One penny of volatility closed at par. STRC. Take a bow, sir. Domination. Well done Michael Saylor. And that's official. He just said that literally moments ago. Another update right here. You can see they raised 849 million today. I see other screenshots showing over a billion. That's collectively another 12,000 bitcoin being raised in a single trading day. Bitcoin equals 1 million dollar floor. I agree with that. Let me know if you agree that the new floor for the bitcoin price is $1,000,000. Yay or nay. And don't forget to check out bitcoinnewsalerts.net for the full premium experience with video and to participate in the live stream along with the Q A. And I look forward to seeing you on tomorrow's episode. Hoddle.
- [21:29]
B
Marketing is hard, but I'll tell you a little secret. It doesn't have to be. Let me point something out. You're listening to a podcast right now and it's great. You love the host. You seek it out and download it. You listen to it while driving, working out, cooking, even going to the bathroom. Podcasts are a pretty close companion. And this is a podcast ad. Did I get your attention? You can reach great listeners like yourself with podcast advertising from Libsyn Ads. Choose from hundreds of top podcasts offering host endorsements or run a pre produced ad like this one across thousands of shows. To reach your target audience in their favorite podcasts with Libsyn ads, go to Libsynads.com that's L I B S Y N ads.com today.