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2324: Saylor Targets 2 Million Bitcoin - Corporate Supply Grab Begins
00:18:43
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Michael Sailor just dropped a signal that most people are completely misreading. Because everyone is still focused on the bitcoin price while something much bigger is happening underneath. And if you don't understand this shift, you won't understand what happens next. So let me show you. Sailor just revealed something far more important than his $10 million Bitcoin call. Not the price, the availability. Think about what that actually means. While everyone is debating how high bitcoin can go. Well, one company is now targeting over 2 million Bitcoin. That's right, roughly 10% of the entire supply. Because at that level, it's not about making money anymore. It's about whether you can even get any bitcoin at all. And that's the part almost everyone is missing right now. Here's what just happened. The largest corporate accumulator of bitcoin is no longer thinking in price. It's thinking in ownership. How much of the network can actually be secured before everyone else realizes what's really happening. Because once you shift from price to ownership, everything changes. At the same time, the largest banks in the world are beginning to recommend bitcoin allocations to their clients. Not A Half a percent, not 1%. Up to 4%. That's hundreds of billions of dollars being pointed at a fixed supply asset. Meanwhile, entire countries are starting to move. A Canadian province just bought exposure through the public markets. Hundreds of millions of dollars worth of bitcoin. Japan is opening the door to Bitcoin ETFs. And a U.S. congressman just revealed China's Already stockpiling Bitcoin as a strategic reserve. This isn't retail speculation, this isn't hype. This is capital positioning for control. The majority of Bitcoin is already held by long term holders who have no intention of selling. Millions of coins lost forever. Millions locked up and coal storage. And every single day more Bitcoins being absorbed by the ETFs, corporations and institutions. They're holding it, collateralizing it, and building on top of it. So when demand scales globally and supply doesn't just stay fixed, it disappears from the market. Markets don't adjust slowly, they reprice. That's the part most people still don't understand. Bitcoin doesn't need everyone. It just needs enough capital to compete for the remaining supply. Because once serious players decide they need exposure, they're not waiting for dips, they're not dollar cost averaging. They're allocating and aggressively. And that creates a completely different dynamic. Not a gradual uptrend, but a series of gaps where the price jumps to the level required to force sellers out. That's how you go from 100,000 to 300,000 and from 300 GS to a million. And eventually to numbers most people today still think are impossible. Not because the market becomes irrational, but because the supply disapp appears at each level. This is why Sailor Signal matters. Not because of the number, but because of what happens before the number. If even a handful of entities decide they want a meaningful percentage of the Bitcoin network, there isn't enough supply available to satisfy that demand. And when that realization hits the market, it won't happen slowly, it'll happen all at once. Most people think they'll see it coming, that they'll still have time. They'll that they'll wait for confirmation. But the confirmation is what drives the next move higher. And by the time it feels obvious, the available supply is already gone. So the real question isn't Whether Bitcoin hits 10 million, it's this. When a handful of players start securing massive portions of the network and the available supply is already disappearing, what price do you think people will be forced to pay to get just one bitcoin? Let me know in the comments. Now here's where things get even more important. Because this isn't just Saylor saying this anymore. This is now coming from inside strategy itself. Listen to this. If we have a Bitcoin 21 and we're number one with, you can imagine a million, 2 million Bitcoin or whatever it is, could I see Morgan Stanley on that list? I'd love to see him on that list. I'd love to see the big banks on that list. And he says it so nonchalantly. Holding over 2 million bitcoin. One company that's roughly 10% of the entire bitcoin supply, which is mindboggling. So they're not slowing down, they're accelerating. Raising mass capital right now through ST rc, the fastest growing income vehicle to ever exist. They raised $8.5 billion in less than nine months and it's not slowing down now. Also breaking news, $10 trillion. Morgan Stanley just confirmed they're recommending a 4% bitcoin allocation to clients. That's $400 billion of capital about to flow into bitcoin. One of the largest banks in America is now pro btc. So the advisors are still very limited in their exposure to allocating to Bitcoin at this point. Even though the one thing to mention is we have made recommendations on allocation too. I know we were talking about allocation to bitcoin. We've announced allocations of 2 to 4%. We're still early because by the time they're recommending 50%, it's gonna already be too late. So take advantage of it. What would you do with a share of a million dollars? Better yet, what would you do if you were sitting VIP at the World Football Final this summer? Both are possible. This Coinbase One member month. Hit a 14 day streak to split a million dollars in bitcoin and the first to finish gets VIP trip to the World Football Final. Make at least a 25 trade, stake it or spend on your Coinbase One card. Any of these count and do it for 14 days this month. If you want that VIP trip. That means you have to start today and be the first to complete. Coinbase One is built to help you get more out of your money. With zero trading fees on thousands of crypto assets, around 3.5% APY on USDC, boosted staking and lending rewards and up to 4% bitcoin back on the Coinbase One card. If you trade crypto regularly, the membership can easily be pay for itself. Hit a 14 day streak to get your share of a million dollars. Plus you still get 20% off your first year of Coinbase One annual plans and a $50 Bitcoin bonus when you spend $100 on a new Coinbase One card in the first 30 days. Don't miss your share of a million dollars@coinbase.com BTC news. Start your streak for a share of a million dollars in bitcoin@coinbase.com BTC News offers valid until May 31st. Terms apply. Coinbase One card is offered through Coinbase Inc. And Cardless Inc. Cards issued by First Electronic Bank. Bitcoin back rates are based on cardholders assets on Coinbase.
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Welcome everyone to the live stream. This is Pod episode 2324 of I'm your host JV alongside Fed Chair Niponator. Now breaking news. $70 billion PayPal just officially declared crypto one of its top priorities. We're talking about 450 million users. I think the United States of America probably has roughly 400 million people. That's virtually everybody in the U.S. 40 million merchants all getting exposure to Bitcoin. Let's freaking go, Justin. Jack Mers, 21, just acquired one of the largest Bitcoin exchanges in the world. 45 Bitcoin on his balance sheet and counting. Treasury plus mining plus lending plus payments. Could this be the next Michael Saylor? Take it away, Jack.
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The next division is capital markets. Just because I want to build products and I want to service you guys with unbelievable tools that hopefully push bitcoin and this mission that we're all here for in the right direction. We can absolutely still use capital markets to further our agenda and our vision. This could be the financing engine for the dream we would issue against our Treasury. We can originate against the network. We can securitize things like mining, things like lending. We can securitize our loan book.
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The final frontier is here. And it looks like they're copying the Sailor playbook, which has been executed flawlessly by the Gigachad. And now we got 21 looking for that number one spot and innovating. So shout out Jack Mers and all my Bitcoin ballers. And speaking of 21 Capital, they went from 0 to 43,500 Bitcoin in three months. Then flat since July of 2025. No selling. Now merging with Strike Plus Electron Energy to accelerate via payments plus mining. Will this turn them into a true bitcoin accumulation machine? Let me know your thoughts. Yo. $40 billion hedge fund manager just said they're recommending 15% allocations into Bitcoin. Bitcoin is the best performing asset of the last 12 years. It is heading to a million to dollars per coin. You can now in your portfolio get bitcoin exposure.
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And we're not talking 1 or 2%.
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We're advocating for 10 to 15% in your portfolio. With our products, you have the upside of Bitcoin and that will cause massive adoption in America. And we feel that's training wheels till bitcoin gets to the point where it is $1 million a coin. Well, you heard it there. He's suggesting 15% allocation to his clients and he believes bitcoin is heading to to a million dollars per coin. All I got to say to that, Send it. US Strategic Bitcoin reserve bill is being reintroduced. Representative Nick Beic relaunching the bill under a new name, the American Reserves Modernization Act. Coming in a few weeks. The US already holds 328,372BTC and now they want to make it law. Let's go. Jack Mueller says the U.S. bitcoin reserve equals the biggest economic shift since 1971. White House teasing. A major update coming soon. Moving from executive order to permanent law. One million BTC over five years. The reserve is just getting started.
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D
I think that the United States building a bitcoin strategic reserve is the biggest economic announcement to come out of the United States of america probably since 1971. Think about that for a second. This announcement is not confiscating your stuff. This announcement is not debasing your time and energy, your effort, your labor. This announcement isn't bailing out criminals on Wall Street. Bitcoin's the most American money ever.
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C
Mike Drop. Mad respect to Jack Mahlers. His energy is contagious and I love it. Mad respect. Now, Eric Trump just went on an epic rant live on stage on why bitcoin and crypto is better than Fiat. He says you can transfer billions of bitcoin anywhere around the world 247 with no fees. It's not affected by war and bad governments. And if you lived in Iran, isn't it what you wanted? Check it out.
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Be traded 24 hours a day, 7 days a week that you could put on a, you know, either on D5 or you could put on a Yuba key or whatever you use. You could transfer anywhere around the world 24 7. And it doesn't go to hell. It doesn't go to hell because of wars. It doesn't go to hell because of bad governments. It doesn't go to hell because of, of, of corruption or fraud or bad currencies or illiquidity in a currency.
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Right.
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It's an asset that you can move anywhere on earth 24 hours a day, that you could transact hundreds and hundreds of billions of dollars.
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Make some great points, of course. Extremely bullish the entire Trump family. And clearly Eric gets it. You can see the conviction and passion in his eyes. Mad respect. I don't know if his father truly understands bitcoin with all his shit coinery he's introduced for the US But Eric Trump clearly sees it. I got to respect that and shout out Baron the time traveler, wherever he may be time traveling right now. Probably speaking of Satoshi. Breaking news. Senator Scott just said a bitcoin and crypto clarity act is ready to advance to markup. Trump will sign the bill this summer. All 13 Republicans are ready to vote yes. America will become the bitcoin capital of the world and lead by example, like President Bukele is doing in El Salvador. So you can see the global hash war is here. Adoption is happening not just in the US but around the world. Hear more Breaking news. U. S. Secretary of War just said bitcoin is now a matter of national security. The U. S. Government is about to give a massive update on the strategic bitcoin reserve in weeks. Here's a quick little clip. Bitcoin has evolved from a fringe asset into a matter of national security. Iran has demanded bitcoin as a toll for transit through the Strait of Hormuz. North Korean cyber actors have leveraged it in ransomware campaigns. And China is believed to be stockpiling substantial holdings as part of a strategic reserve. Just last week into paycom, commander Admiral Paparo stated that bitcoin has direct implications for power projection. And he noted that INDOPACOM is operating a node on the bitcoin network in furtherance of that mission. Let's go. You can't tariff bitcoin and you can't sanction bitcoin. That's a beautiful thing. Now breaking news. Japan's largest exchange JPX just told Bloomberg it'll launch Bitcoin and crypto ETFs. The world's fourth largest economy is opening to bitcoin.
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B
Well, I think as far as the crypto is concerned, Japanese FSA had a special committee to discuss about the crypto Currencies. And I think there the new revision of the law is at the diet. I think we will start forming some sort of a product about the. Of the cryptocurrency next year maybe. So we will do it.
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C
Japan. Let's go. And low key. That looks just like Satoshi Nakamoto. I think we've discovered Satoshi. Let's go now. It doesn't stop there. US Congressman just revealed China is secretly buying and stockpiling bitcoin. It's building a national strategic reserve. It's official. Bitcoin is the most geopolitically important asset in the world. Also more global adoption. Alberta, Canada just announced they bought $220 million worth of Bitcoin exposure via MSTR. Countries are buying the dip. And as you know, MSTR is strategy Sailors company Also, billionaire Tim Draper just said bitcoin's going to a quarter million very soon now.
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It looks like we're going to be hitting my number pretty soon. You said 18 months fairly recently. I mean, because that's after the happenings.
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We.
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We still call it happening. It was a having. I don't know a lot about economics, but I do know that if the sub. If this is supply and demand and the supply gets cut, the demand goes up and the price goes up. So.
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So he just called it supply demand. 250, 000 from here to Japan. Konichiwa. Thank you, Mr. Draper. I still vote him. Greatest eyebrows I have ever seen. There is no second best. Draper's eyebrows are the king. Now check this out. Saylor explains why gambling $50,000 is scarier to him than having $15 billion position in Bitcoin. Brand new interview.
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Okay. And the truth is I would have a hard time just gambling $50,000 going up and down $10,000. But I have no problem at all having a billion dollar bet and having IT trade down $300 million. But I would not gamble $30,000 in chips on a blackjack table. That would just drive me bananas. The gambling table. I feel like the odds are stacked against me and the house is going to win. And it bothers me that I'm playing a game that's stacked against me. But with bitcoin, I feel like the odds are way in my favor.
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Let me know if you can relate to Saylor. I feel the same way. Sailor is the opposite of a degenerate. If it's a sure bet, he's willing to invest billions of dollars like it ain't no thing. Doesn't lose any sleep over it. But lord Forbid, if he's playing against a rigged game at the casino, he's like, oh, no. So respect to the gage head. 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.
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Now, Tom Lee says supply shocks. A comin predicts three million dollar Bitcoin. 95% of all Bitcoin's been mined. But 95% of the world doesn't own bitcoin. I think at a minimum, it should have the same network value as gold. And if you look at above ground gold, it's probably 23 trillion. So that would be, you know, 1.2 million for Bitcoin. But I think bitcoin is more valuable than gold. So, you know, gold, I mean, bitcoin could be 2 million, you know, 3 million. Long term, there you go, 2 to 3 million bitcoin or higher, it's superior to gold. I have to agree with that. Gold is the poor man's bitcoin. Sorry, Peter Schiffmeister. Now Saylor says soon every billionaire will buy a billion dollars of bitcoin and the supply shock will be so great we'll stop measuring bitcoin in terms of fiat.
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E
Because once you get bitcoin and it clicks in your mind, your immediate reaction is, oh, I got to hurry and buy as much as I can because someone else is going to go take all my bitcoin away from me. So I mean, that's a natural reaction when it finally clicks in your head because you're thinking, why, like, why wouldn't every billionaire in the world go and buy a billion dollars of bitcoin smash, buy it overnight. And just to make a billion because why wouldn't they just want to make the billion dollars? Bitcoin, it feels like in the early days, the INF money glitch, right?
- [19:43]
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Nailed it. Bitcoin is still the infinite money glitch. All you got to do is huddle and let time take its course and before you know it, the doing do life changing holdings, not overnight riches. A lot of people get it confused. They may get into bitcoin expecting overnight riches. Doesn't work that way. You got to huddle at least one or two cycles. I say if you're gonna do it at least two cycles, eight years, first cycle, you'll be in the green eventually after four years, second cycle, if you can stick through it and huddle, that's where you generate the life changing wealth for you and future generations to come. So you're starting to see limited supply Bitcoin, you got Michael Sailor's company looking to control 10 of the entire supply they'll ever be at.2 million Bitcoin, he already has over 800000 accelerating. He's on track to do roughly 500000 Bitcoin absorbed off the market permanently within the next 12 months. Just at the current pace he's going through his infinite money glitch. We know as strc, we have blackrock, the world's largest bitcoin ETF. Already has over 800,000 bitcoins. So between two entities that's 1.6 million bitcoin absorbed forever. And now we have nation states like the United States with the strategic bitcoin reserve. We have China quietly stockpiling their strategic bitcoin reserve. We have Japan. ETFs going live with bitcoin and global adoption accelerating all at the same time. But the price is only 76,000. Why is it so low? That's because the price hasn't caught up to the supply shock which is being engineered in real time by the likes of Sailor, Larry Fink, Jack Mers and all the other juggernauts out there accumulating mass amounts of bitcoin. It's a sure thing. Doesn't matter the date or the year. We will surpass the 120,000 to millions. Patience. You're speaking my language, Mr. Corvette. Let's get the bitcoin in the banking system. It eviscerates the central banking system. Take that, central bankers, Morgan Stanley, Charles Schwab, etc will be working for us because we were here first. So Charles Schwab, Larry Fink, if you're watching, go home and get your shine box shine box. Larry yeah, try to take a suitcase of gold and silver bars across the nation, you'll end up in a concentration camp for fema. That's how it works. If the window to get Bitcoin is actually closing, what price do you think people will panic at when they realize they're too late? 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. Hoddle. 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.