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Host JV
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Kiana
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Host JV
Start your free trial@shopify.com 56000 Bitcoin bought in a single month from one company at a pace the market can't replace. Because right now supply isn't just shrinking, it is being removed. And when that happens, price doesn't move normally. Before we go any further, look at this. Institutions now control over 14 of all Bitcoin. That was 8% in 2024. So it has nearly doubled and it's accelerating. This isn't buying, it's removal. And once it's gone, it does not come back. Michael Saylor just accelerated the end game. 56, 235 Bitcoin. 8 in April. Let that sink in. 56,235 Bitcoin. That's a pace of 675,000 Bitcoin per year from one company, one buyer, one strategy. They're accelerating, absorbing the supply, not slowing down. This isn't a trade. It's a programmatic acquisition of the scarcest asset on earth. So here's what just happened. Strategy added another 3273 BTC this week alone. Announced today alongside their filing with the SEC. They now hold 818, 18, 334 Bitcoin worth over $61 billion and still buying every single week. Not trading, not flipping, not hedging, but accumulating at a pace the market physically cannot replace. We all know there's only 450 bitcoin being rewarded to the miners each and every day. So if every miner on earth doubled production still wouldn't be enough. But this isn't just about Sailor anymore. Because at the same exact time, BlackRock is doing the same thing. Their clients just bought $732 million worth of Bitcoin last week with inflows each and every day. Total holdings now $62.7 billion and rising week after week, bid after bid. No distribution, only absorption. No exit liquidity, no rotation, just accumulation. So step back for a second and look at this clearly. Two entities, Sailor Strategy and Black Rocks ETF Machine. Together controlling over 1.6 million Bitcoin competing for the same shrinking supply. And that number increasing every single week out of the total supply of 21 million. And millions of those coins already gone, forever either lost, destroyed, or just not coming back. Which means the real supply isn't 21 million. It's whatever is left that someone is actually willing to sell. Now layer this on top of the spot. Bitcoin ETFs now holding over 1.3 million Bitcoin. Total institutional ETF and corporate ownership. That's 14 plus percent of the entire supply. That number has nearly doubled in the past couple of years and accelerating fast from 8% to 14 in under two years. That's not growth. That's a takeover of the hardest monetary asset ever created. This is the part most people miss. Bitcoin isn't being bought. It is being removed. Pulled off the market. And once it's locked, it becomes effectively removed from circulation and it doesn't come back. Locked into the balance sheets, locked into the ETFs and locked into the long term storage. Which means the supply you think exists doesn't actually exist because it's not available. And that changes everything. Because markets don't move based on total supply. They move based on available supply. And that available supply is collapsing quietly, relentlessly and irreversibly. Not because of the height, but because of the structure. Now ask yourself this. What happens when demand keeps increasing but supply keeps disappearing? Not slowly, not gradually, violently. Because there is no mechanism left to balance the market. No natural seller, no equilibrium. Because price doesn't need everyone to buy. It only needs a few buyers to compete over what's left. And right now there's less and less left every single day. And the buyers stepping in now aren't price sensitive. They're allocation driven, mandate driven. Time horizon, Decades. Sailors buying. Black Rocks buying institutions allocating and the long term huddlers not selling. This is no longer a cycle. It's a structural shift from a liquid market to a controlled supply asset where a small number of entities dictate the availability. Even Sailor said it himself, if the US doesn't start stacking Bitcoin, they'll be forced to buy it back later. At $50 million per coin. Because by then there won't be a market, only bids competing for whatever. The supply still surfaces. That sounds insane, insane in the membrane until you look at the numbers. Supply is being removed at scale, at speed by entities with billions with access to effectively unlimited capital backed by money that can be printed on demand. And the people waiting for the dip, they're waiting for sellers in a market where sellers are disappearing because once supply is gone, price discovery becomes price escalation. So the real question isn't is bitcoin going higher? The real question is when there's almost nothing left to buy, what price are people forced to bid to get access? 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Guest Analyst
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Host JV
who post a job on ZipRecruiter get a quality candidate within the first day. ZipRecruiter the smartest way to hire. And right now you can try ZipRecruiter for free. That's right, free at ZipRecruiter.com Zip that's ZipRecruiter.com Zip ZipRecruiter.com Zip welcome everyone to the live stream. This is Pod Episode 2321. I'm your host, JV alongside Fed Chair Nipinator. So what I just showed you is already in motion right now. And the market hasn't priced it in yet. Because when supply gets locked, price doesn't drift, it reprices fast. Let me show you exactly what I'm talking about. Now this is all breaking and just in. Sailor just bought again 3,273 more Bitcoin now holding 818, 334. And people still think there's a supply left. Here's the receipt posted 8 hours ago this morning from the Giga chat himself. It shows you their total Bitcoin as well as what it's worth today in fiat 61.81 billion. And slowly but surely climbing. Also, spot Bitcoin ETF assets under management have exceeded $102 billion, holding over 1.3 million of all the Bitcoin there will ever be. Also, Black Rock's IBIT ETF clients purchased 732 million in Bitcoin last week, bringing their total holdings to 62.7 billion. And update. Sailor strategy extended its lead over Black Rock as the largest public Bitcoin holder. Strategy 818,334. Black Rock 812,276. So if you're watching this, Shoeshine Larry, go home and get your shine box. That's a message from me to you, Shoeshine Larry. Just saying. Now also, MSTR versus IBIT over the last six months. Let's take a look. That's like 86,000 Bitcoin that were locked away from two entities for this month in April, and I think May is going to be even larger. So this is the total six months MSTR accumulated 177,527 Bitcoin. Meanwhile, Black Rocks ibit 11,184. So what's likely to happen next now that they're both massively accumulating at the same time, fighting over the same exact available supply? Let me know your thoughts right down below. Strategy. With their recent buy that puts them at 56,235 Bitcoin for the month of April. That's a pace of 675,000 thousand bitcoin per year. And STRC is still in its infancy. This was funded entirely by MSTR sales. That's a quarter billion dollars worth more Bitcoin per share for MSTR shareholders. Year to date Bitcoin yield 9.6%. The orange singularity continues. Yeah, I think May is going to be even bigger than April for strategy. But let me know your thoughts now here's an update. Bitcoin closes the week over 79, 000 which we were above yesterday. We were this close to ADGs. It'll be the best performing April in the past six years. Numbers don't lie. Check the charts. It doesn't stop at BlackRock and Strategy. We have Strive. They just bought another 716 Bitcoin announced today for 61.44 million. They now hold 14557 Bitcoin worth 1.1 billion. Making them the ninth largest Bitcoin treasury. There's now over 125 corporate Bitcoin treasury plays and many more being birthed it seems each and every week all looking to collect that same piece of the bitty pie. And that bitty pie, there's only 21 million, several million loss gone forever. And the liquid supply is estimated to be 1.9 million bitcoin. That's what is actually available to buy today on the exchanges. And I do understand if you look at the on chain analytics it'll show the Exchanges range from 2.4 to 2.7 million bitcoin. But not all of that bitcoin is available to buy. Some of it is locked away, for example for things like collateral. So the real liquid supply is shrinking in real time. Now Grant Cardone reveals Nobody would buy $10 million worth of gold at market price. Check this out. This is a real eye opener.
Guest Analyst
I know a guy right now trying to get rid of like 10,000 pieces of silver. He can't really, he can't get a real offer on it. Everybody, he's getting a 30 discount below the market.
Host JV
Damn.
Guest Analyst
Like this. This is People see it just spiking up like this and they're like, oh my God. Goals at 100. Go try to sell a shitload of gold. You're going to have offers 20 and 30% below market, right? Because you want to sell your goal. Now you're showing your hand, putting your flag up, say, surrender, I want my hundred bucks. The bitcoin, dude, the bitcoin is a real thing. So.
Host JV
That's right, because with bitcoin, the transaction is a settlement. You don't got to worry about verifying is the gold real. And who wants to take a 10 to 20% hit just for selling your asset? Gold is the poor man's bitcoin. There is no second best. 3.8 billion dollar Pantera Capital CEO said, I think there will be a global arms race for bitcoin within the next two to three years. Countries that are aligned with the U.S. like the UAE, are acquiring cryptocurrencies bitcoin. I think there will be a global arms race for bitcoin within the next two or three years. Countries like the United States are establishing strategic bitcoin reserves. Countries that are aligned with us like the UAE are acquiring cryptocurrencies bitcoin. And this was actually prophesied first by the high priest Max Kaiser. He coined it the global hash war. Countries competing over bitcoin versus banning it. And that's what we're witnessing in real time. Now, breaking news. Senator Cynthia Lummis said bitcoin's market cap will grow to $200 trillion. It's coming. That's pretty impressive considering today we're close to 1.5 trillion. Can you say 200x? Send it now. Also, US Senator Cynthia Lummis just announced today on stage at the conference, bitcoin and crypto market structure legislation will get marked up in May. We're going to get it to the finish line. Here's a clip.
Kiana
To craft legislation in Washington. We are going to mark up the Clarity act in May. We are going to get it to the finish line. We are going to have the market structure that allows us to innovate. You to innovate America to lead the world on this freedom asset.
Host JV
Quoting the late great Nipsey Hussle. The marathon continues now. U.S. congressman just announced he will introduce a new strategic bitcoin reserve bill. Bitcoin is the new world reserve asset and America will lead on btc. Here's a clip from the conference. Check it out.
Guest Analyst
And so we've been working with the Financial Services Committee to make some updates to that act. And we'll be planning on reintroducing this as the American Reserves Modernization act or arma. And why, why the renaming? Because it's so important for people both in Congress and across the nation to understand what we're actually trying to do. We're trying to make sure that bitcoin is treated like the reserve asset that it is.
Host JV
Well, there you go. They're reintroducing a new Bitcoin Strategic Reserve act for the United States of America. And that's breaking news just announced today from the conference Now. Colombia's largest pension fund just announced they launched a new bitcoin fund. Denying bitcoin would be ignoring the reality of the global market Pensions embracing bitcoin. It's here. Let's go. Colombia, one of my favorite countries in the world. I did spend six months in Medellin. Beautiful place to be. And it's good to see them adopting the B to the T to the C as global adoption accelerates around the world. $15 billion bit y CIO just said Bitcoin's about to rally through the Iran war. Add another million dollar to the target. It's going to 2.6 million. Very optimistic for the long term. And if bitcoin could be both a store of value and a actual currency, then the price targets we've been talking about and a bitwise, we've been talking about, you know, $1.3 million by 2035. I think you have to ratchet that up maybe another million dollar increment because that's a huge addressable market. All I got to say to that, 2.6 million per bitcoin. Send it. But yeah, I love hearing very bullish predictions like that. That gets me excited. Now check this out. BlackRock CEO Mr. Larry Fink, aka Shoeshine. Larry says no one should be surprised that Bitcoin hits 700,000. In fact, he did share that on CNBC. I do recall that particular interview. So naturally very bullish as he should be as he continues accumulating now it's just recents surpassed 800,000 bitcoin. The race continues to a million bitties. Who will hit that target first? Will it be Larry Fink or Michael Sailor? Let me know down below. Michael Sailor says if the USA stacks bitcoin now, its enemies will have to buy it back at $50 million per coin. This is the modern digital gold rush. Tell them, Michael. Eventually the rest of the world will
Guest Analyst
trade all of their stuff for it.
Host JV
But when they buy it, they'll be buying it at 10 million a coin, or 20 million a coin or 50 million a coin.
Guest Analyst
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Host JV
There you go. $50 million per coin. If you had the ability to pay one penny to receive a dollar, how many times over and over and over again would you do that? Because that's precisely where we're at with bitcoin. We got another easy 100x from here, so take advantage of it. So what I just outlined for you, you can see there is a supply shock occurring and in real time, very limited amount of bitcoin, the lowest amount of the liquid available supply we have ever seen. Juggernauts like Larry Fink and Michael Sailor both accelerating to that 1 million bitcoin mark. Both have already surpassed 800,000. Sailor on track to accumulate over 600,000 bitcoin in the next 12 months, just at the current pace. That's without acceleration. Because he has vehicles like MSTR and, and STRC and able to raise infinite amount of money with his infinite money glitch, making it look effortless. So with what's happening and all the other corporate treasuries and the global hash war on the grand scale, Strategic Bitcoin reserve for the United States, pension funds for Colombia and the rest of the world, the uae, Abu Dhabi sovereigns, are you starting to see the bigger picture? They all want a piece of of that 21 million bitcoin pie. But when that bitcoin supply runs dry, it's like having soap in Your eye. Those are some bars for you. Boom shakalaka. But let me know where you feel the bitcoin price likely to go next as the global hash war accelerates and as supply runs dry. Drop it in the comments right down below. According to the River 25 report, and if statistics are true, 50 million Americans own Bitcoin and SATs and only 37 million owned gold. Pretty wild. Appreciate the stats. That means bitcoin adoption is superior to gold because gold is inferior. It's 5000-year-old technology nobody gives a about anymore. Because physicists could artificially engineer gold the same way they can create lab diamonds. What did that do to the diamond market?
Kiana
Boop.
Host JV
It's plummeting. Because now they make lab diamonds for a fifth of the price of the real McCoy and they're flawless. And same with the gold. I don't think they can't transform tungsten into gold. There's already been studies publicized. You create anything except more bitcoin. That, my friend, is the difference. Help me to understand something. Of all these big financial institutions, sailor, etc, are buying all the bitcoin when supply runs out, how are regular people going to buy it? How can it play a role? Well, because even though there's only 21 million Bitcoin, which is a very finite limited supply, each individual bitcoin can be divided by 100 million sats. So people will be buying satoshi versus bitcoins. Pretty simple. So everyone on the planet can still buy SATs. It may just be a dollar a SAT. It's not going to be, you know, 1500 SATs per dollar like today. It's going to be a totally different ball game. Just start stacking in sats and start thinking in sats versus bitcoins. Yeah, Sailor and Larry Fink. Shoeshine Larry. They can think in bitcoin. They're accumulating thousands of bitcoin each and every week, sometimes by the day. But us plebs, us laymans, we must think in sats. Yeah. So if you're a whole coiner, that means you have 100 million sats, and it's a beautiful thing. And there's estimated to only be roughly a quarter million people on the planet who are whole coiners. This is individuals addresses. There's roughly 1 million addresses with one whole coin or more. Everyone says they'll buy bitcoin until it's not available. So be real. Do you think most people get in or get locked out? And don't forget to check out bitcoinnewsalerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode. HODL.
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Date: April 27, 2026
Host: JV (Bitcoin News Alerts)
Special Guests/Analysts: Guest Analyst, Kiana
In this explosive episode, JV dissects the new era of Bitcoin accumulation: a dramatic supply crunch led by relentless institutional absorption. With juggernauts like Michael Saylor’s Strategy (formerly MicroStrategy) and BlackRock’s IBIT ETF collectively controlling more than 1.6 million bitcoin, JV paints a picture of a BTC market where supply is vanishing, prices could reprice violently, and owning just a few sats may become the new standard for individuals. Global implications, from nation-state reserves to pension adoption, are on the table alongside sky-high price predictions.
Saylor’s “Endgame” & BlackRock’s ETF Machine
Rising ETF & Corporate Ownership
Grant Cardone anecdote: Offloading precious metals at size means painful discounts, unlike the liquid, trustless settlement of BTC (12:27):
Sats as the new buy-in standard for retail:
Supply Absorption
Institutional Race
On Gold vs. Bitcoin
Nation-State Urgency
Macro Perspective
| Timestamp | Segment/Topic | |-----------|----------------------------------------------------------------------| | 00:49 | The institutional buying frenzy (Saylor, BlackRock): scale & impact | | 08:12 | Live update: Summing the BTC arms race — Saylor vs. BlackRock | | 10:00 | Shrinking liquid supply; on-chain analytics analysis | | 12:27 | Grant Cardone on why gold can’t compete with bitcoin's liquidity | | 13:17 | Pantera CEO, Max Keiser “hash war,” and nation-state BTC reserves | | 14:13 | Cynthia Lummis: “Bitcoin market cap will hit $200T”; legislation | | 14:49 | U.S. Congressman: “American Reserves Modernization Act” teased | | 15:17 | Colombia’s pension fund launches BTC; Bitwise CIO’s $2.6M target | | 16:35 | Larry Fink: “Don’t be surprised when bitcoin hits $700,000” | | 16:59 | Michael Saylor: Enemies will pay $50M/coin if USA delays buying | | 18:21 | JV: Next phase — $10M+ BTC, the ‘infinite money glitch’ for Saylor | | 20:34 | Adopting sats as the new standard for retail; “wholecoiner” reality |
For more insights, banter, and the live experience, tune in daily to Bitcoin News Alerts — and stay sovereign. HODL!