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Bitcoin News Alerts Host
Most people think they're early. They're already late. Because what just started is bigger than bitcoin.
Bitcoin News Alerts Co-Host
It's the system moving in.
Bitcoin News Alerts Host
And when that happens, price doesn't get discovered, it gets forced. Which means from here, you don't choose your entry, the market chooses it for you.
Bitcoin News Alerts Co-Host
Let me show you what I'm talking about.
Bitcoin News Alerts Host
Vanguard said they'd never touch bitcoin.
Bitcoin News Alerts Co-Host
Now they're the largest shareholder of Strategy,
Bitcoin News Alerts Host
which has over 815,000 bitcoin.
Bitcoin News Alerts Co-Host
Not by choice, by structure.
Bitcoin News Alerts Host
Bitcoin is now heading towards $10 million per coin, driving it 12 trillion in
Bitcoin News Alerts Co-Host
capital already moving in Vanguard back in
Bitcoin News Alerts Host
2024, two years ago.
Bitcoin News Alerts Co-Host
Bitcoin isn't a store of value. We'll never offer ETFs. Vanguard a year later. Bitcoin trading starts tomorrow.
Bitcoin News Alerts Host
Vanguard's own CEO called bitcoin too speculative for for retirement portfolios.
Bitcoin News Alerts Co-Host
They're getting exposure anyways. Not a change in opinion. That's the system force and exposure. That's the shift. This isn't a hedge fund chasing a trade.
Bitcoin News Alerts Host
This is the most conservative money in
Bitcoin News Alerts Co-Host
the world getting pulled in anyways. Vanguard didn't go bullish on bitcoin. They didn't launch their own fun. They didn't change their stance. They simply followed their structure. Index funds, passive flows, market cap waiting. And that structure forced them into bitcoin exposure through strategy. Strategy now holds 818,334 Bitcoin Bitcoin is no longer something institutions need to choose. It's something they get pulled into automatically, no opt out. And once that happens, the game changes. Because this isn't about one firm, it's about what happens when the system itself starts allocating. Now let's zoom out. Vanguard manages over $12 trillion. The that's not speculative capital, that's retirement money, pension funds, long term allocations, the most risk adverse capital on the planet. And now it's flowing into bitcoin exposure. Not because it wants to, but because it has to. That's a completely different kind of demand. This is passive demand, sticky icky demand, relentless demand. And it doesn't trade in and out, it absorbs the supply. At the same time, Bitcoin supply is doing the opposite. Over the past nine weeks alone, more than 62,000 bitcoin have been removed from the exchanges. Gone, not traded, not rotated, taken off the market. Now combine those two forces. On one side we got trillions in capital being automatically allocated at the bitcoin exposure. On the other side, a fixed supply that is actively disappearing. That's not a normal market, that's a collision. And when that collision happens, price doesn't move slowly, it, it reprices violently. Because Bitcoin doesn't need everyone to buy. It only needs a small percentage of capital to move. At the same time, even 1% of global capital inflows is trillions of dollars. And there isn't trillions of dollars worth of Bitcoin available to buy. Not even close. Because supply isn't just scarce, it's held by people who don't want to sell. Long term holders, treasuries and now nation states, entities that are accumulating and removing liquidity from the market.
Bitcoin News Alerts Host
Which means when the new capital arrives, it doesn't find supply, it finds resistance. And the only way through that resistance is price. This is why old models break the four year cycle. Assumed miners produce supply, havings reduce it, price reacts in waves. But that's not what's driving this anymore. Now it's capital flows, passive allocation and structural demand. And those don't operate on a cycle, they operate on scale. And once that scale tips, it moves fast. Faster than most people expect, faster than most people can react. Because by the time the average investor understands what's happening, the allocation has already started, the supply has already been taken and the repricing has already begun. So when you hear $10 million per
Bitcoin News Alerts Co-Host
bitcoin, they think it's a prediction, a stretch, a headline.
Bitcoin News Alerts Host
But it's not it's math. If trillions in capital are being forced into a system with a fixed and shrinking supply is only one outcome. Price adjusts to the level required to make the long term holder sell. That level is higher than most people think because the real shift isn't happening in public. It's happening quietly inside the system where capital allocates whether it wants to or not. So the real question isn't will bitcoin go higher? At that point it's not about what you're willing to pay, it's about what the market forces you to accept.
Bitcoin News Alerts Co-Host
So always remember, you can't short your dorks.
Bitcoin News Alerts Host
You can't afford that. What I just laid out is already happening.
Bitcoin News Alerts Co-Host
Not next year, not someday. Right now. Take a look at this.
Bitcoin News Alerts Host
Vanguard just bought 680 million dollars worth of MSTR. They hold 12 trillion in assets under management. The most conservative capital on earth getting bitcoin exposure anyways.
Bitcoin News Alerts Co-Host
Now watch this.
Financial Analyst
Funds that we offer invest in asset classes that actually have underlying cash flow. So like we mentioned stocks, you're buying the forward earnings of a couple of a company and that bond has coupon and principal payments. Yeah, you're going to pay me back and you're going to pay me something for lending you the money. Exactly right. So they both can be valued. Something like Bitcoin is just too volatile and is not a, it's not a store of value. It hasn't been and this is very volatile. When stocks got hammered in recent crises that Bitcoin went right with them. And so it is speculative. Really tough to think about how it belongs in a long term portfolio.
Bitcoin News Alerts Host
So That's Vanguard via 2024. Now they've come full circle. They are the primary shareholder of Strategy, the largest corporate bitcoin holder in the world. They own roughly 9% of MSTR. In fact, Vanguard and BlackRock are the primary shareholders of virtually every company in the S&P 500. Look it up for yourself and, and try to digest that because that's not just speculation, it's fact. This is the biggest asset managers in
Bitcoin News Alerts Co-Host
the world, BlackRock and Vanguard.
Bitcoin News Alerts Host
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Financial Analyst
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Bitcoin News Alerts Host
Welcome everyone to the live stream. Happy Sunday fun day sat stacking Sunday today is May 3rd, 2026 and this is pod episode number 2327. This Justin ETF issuer bitwise just raised its Bitcoin price target to 2.3 million. Bitcoin has now store value in a
Bitcoin News Alerts Co-Host
currency on all projections must ratchet up. You've been warned.
Bitcoin Market Analyst
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. I think it's directly the reason we've been rallying through the Saran conflict and it makes me very optimistic long term for where bitcoin's headed.
Bitcoin News Alerts Co-Host
Let's ratchet it up.
Bitcoin News Alerts Host
All I got to say to 2.3 million per bitcoin. Send it. Check this out. Update from Sailor. No buys this week, but the signal hasn't changed. They're not trading bitcoin, they're removing it. Sailor posted the infamous sailor tracker 7 hours ago as you can see here on your screen. So it's like he's fasting. Fasting, if you don't know, is very healing.
Bitcoin News Alerts Co-Host
For the body. And every once in a while I got fast when it comes to purchases.
Bitcoin News Alerts Host
But next week he resumes TikTok next block. Just then, odds of bitcoin and crypto clarity act passing before July surge over 380% on KI, one of the largest betting markets in the world.
Bitcoin News Alerts Co-Host
Clear rules for crypto.
Bitcoin News Alerts Host
It's finally happening. Eric Trump suggests a mystery country has bought up to 200,000 bitcoin worth $22 billion without telling anybody. So obviously he's in the know. I would speculate it's a middle Eastern country. Eric Trump also said bitcoin is national security.
Bitcoin News Alerts Co-Host
We need the greatest monetary system in the world. Bitcoin dominance is national security. This is bigger than finance. This is recent.
Political Commentator
No one competes with the economic powerhouse of the United States of America. And so we better win. And so is bitcoin national security? Of course it is. You know what's better than, than investing in an asset that historically, historically over the last 10 years has grown at 70% average year over year for the last decade. You ever want to talk about getting out of national debt, that's your way to do it. Aside from growth, that's your way to do it. That's a great way to, to plug that problem.
Kiana (Shopify User)
Right?
Political Commentator
So that's national security. Your deficit is national security.
Bitcoin News Alerts Host
I respect his conviction and passion in bitcoin. Clearly he gets it. He's claiming bitcoin is a national security. But also consider we've seen it in 1933, something called the Gold Seizure Act,
Bitcoin News Alerts Co-Host
a threat to the national security. For this reason, you need to hand in all your gold. We're going to confiscate it, lock you up in prison.
Bitcoin News Alerts Host
And they ultimately took us off the gold standard, introduced the fiat standard and has been downhill for America since then. So I don't trust the suits when they basically say some of the things they're preaching because in my mind I know how effortlessly they can all the institutionalized bitcoin. This is the importance of properly self custodying your bitcoin. That's the only way it becomes unconfiscatable, where the government can't take it from
Bitcoin News Alerts Co-Host
you in the name of national security. What would it look like if that ever happened?
Bitcoin News Alerts Host
The president would just simply sign an executive order.
Bitcoin News Alerts Co-Host
Bitcoin's a national security threat to the United States. Therefore, hand in your bitcoin or you will be arrested and in prison for the rest of your life. And, and in return, we're going to give you a cbdc. I mean stablecoin, that's the dilio. So don't fall for the. I just got to stress that. I can't stress that enough. So all Bitcoin ETF BTC can be confiscated and taken away by the government in the name of national security. Check this out. January of 2025, the EU central bank president Christine Lagad says, I am confident bitcoins will not enter the reserves of any European central banks. This year we got Czech Republic Central bank buying a million of bitcoin for its reserves. USA introducing a new strategic Bitcoin reserve bill. And you know, nation state adoption's accelerating. So Christine Lagarde, what's up?
Christine Lagarde
This matter that you referred to and whether reserves of central bank should or could include bitcoins. I think there is a view around the table of the Governing Council and most likely the General counsel as well, that reserves have to be liquid, that reserves have to be secure, that they have to be safe, that they should not be plagued by the suspicion of money laundering or other criminal activities. And as a result, I'm confident that bitcoins will not enter the reserves of any of the central banks of the General Council.
Bitcoin News Alerts Host
I'm confident Christine Lagarde is an airhead and should be nominated for retard of the Day here at Bitcoin News Alerts. Me know your thoughts in the comments. Now, speaking of retards, Terence Howard says
Bitcoin News Alerts Co-Host
bitcoin's going to die. I don't mess with it. I don't touch it. Bitcoin is still based on fiat because the dollar is decreasing in value because of the uncertainty of war. Nobody wants their money in something that can just be wiped out.
Bitcoin News Alerts Host
Can't make this up. Check it out, yo.
Terence Howard
Bitcoin is going to die. I don't, I don't mess with it.
Political Commentator
You think bitcoin is going to. Oh, you, you touch nothing with crypto.
Terence Howard
I don't touch it.
Bitcoin News Alerts Host
Tell me why you think it's going to.
Terence Howard
Well, I just got a call from somebody a couple days ago and said, hey, if you got 25 million, you know you can make 75,000. I just want to put it inside of an account to do some stuff. And this is a friend of mine and I was like, do you realize that, that bitcoin is still based on fiat because the dollar is decreasing in its value because the uncertainty of war around, nobody wants their money and something that can be wiped out with, with a push of a button somewhere.
Bitcoin News Alerts Host
Yeah, he definitely gets of the day podcast because everything he just said ultimately confirms he doesn't understand bitcoin without telling us he doesn't understand bitcoin because bitcoin is obviously not based on fiat and there's no magic button someone can push and just wipe it out. Sounds like the has been watching too
Bitcoin News Alerts Co-Host
many Dan Pena videos. Bitcoin's going as arrow. Do you know who created it? Putin. Putin.
Bitcoin News Alerts Host
You can't make this up but these are these talking heads making the rounds fighting bitcoin. I have no respect for these mofos but anyways Charlie Lee says he regrets creating Litecoin. Just buy bitcoin and don't sell. My advice for myself would just to
Bitcoin Market Analyst
be I think this would be surprising to a lot of people but which is to be buy bitcoin, store away,
Kiana (Shopify User)
don't sell anything and don't do anything else related to crypto and just sit on it and be anonymous.
Bitcoin News Alerts Host
So honest. I love the fact that he stressed that. It just goes to show you what's the second best.
Bitcoin News Alerts Co-Host
There is no second best.
Bitcoin News Alerts Host
WikiLeaks founder Julian Assange says bitcoin is
Bitcoin News Alerts Co-Host
an extremely important innovation, but not in the way most people think.
Bitcoin News Alerts Host
Bitcoin's real innovation is a globally verifiable proof publishing at a certain time. The whole system is built on that concept and many other systems can also be built on it. The blockchain nails down history, breaking Orwell's dictum of he who controls the present controls the past and he who controls
Bitcoin News Alerts Co-Host
the past controls the future.
Bitcoin News Alerts Host
And my understanding is when WikiLeaks was
Bitcoin News Alerts Co-Host
being attacked for sharing information which was a threat to national security and they
Bitcoin News Alerts Host
were going after him, he received bitcoin payments and was able to continue funding the project. So without Bitcoin, obviously with sanctions they would have been because they control US dollars and all the payment rails and
Bitcoin News Alerts Co-Host
the one thing they can't control is bitcoin. The do do now billionaire Arthur Hayes just Blaze just said the Fed and the treasury are about to issue debt by the trillions, sending bitcoin over a million global monetary reset Send it Did he just say bad girl yelling got
Bitcoin News Alerts Host
to respect Janet Yellen ban But you already know as the debt continues to rise, the pursing power of Bitcoin is mathematically guaranteed to increase exponentially. We've been witnessing it since the inception of the Genesis block and it's only going if you're into tech. You'll love this. TikTok is a live lab where users post instant reviews of the latest trends. Download TikTok and check it out.
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Financial Analyst
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Bitcoin News Alerts Co-Host
to continue.
Bitcoin News Alerts Host
Check it out. Bitcoin will be 10x bigger than gold. Bitcoin's going to grow from 2 trillion
Bitcoin News Alerts Co-Host
to 200 trillion over the years.
Bitcoin News Alerts Host
According to Mikey Sailor Bitcoin to emerge
Assistant/Producer
as the dominant digital monetary network in the world. And it is the the world's reserve capital. So I think it'll grow from the 2 trillion to 20 trillion to $200 trillion over the next 20 to 30 years. I don't think gold will do that. I think that bitcoin will be 10x bigger than gold.
Bitcoin News Alerts Co-Host
Amen.
Bitcoin News Alerts Host
Gold is the poor man's bitcoin. Who the hell is stacking gold besides Peter Schiff who still goes to bingo
Bitcoin News Alerts Co-Host
night in Dorado in Puerto Rico?
Bitcoin News Alerts Host
But one thing is for certain. A 10x from here will happen. So for you naysayers saying oh, we'll
Bitcoin News Alerts Co-Host
never hit a million dollars, let's just mathematically and never going to happen jv we can't even pass a hundred thousand even though we've already surpassed it and we had a little correction, it's just never going to happen. So why you keep hitting us with these million dollar predictions? It's crazy. Never happening in our lifetime.
Bitcoin News Alerts Host
I beg to differ.
Bitcoin News Alerts Co-Host
Same said Bitcoin will never go to $10 when it was a dollar. Same mofos, same philosophy. 10x is nothing. How many times has Bitcoin consecutively 10x effortlessly, right? And to say it can't 10x again, we're up hundreds of millions of percent. Bitcoin is the greatest appreciating asset known to mankind. It was once free, you couldn't give it away. And now the nations are coming, the militaries are coming. The Michael Saylors of the world and Larry Fink. Go home. Get your shine box. Shoe shine, Larry. They're all coming, you know. So be careful. The bitcoin gods have been summoned. Satoshi. What it do Mr. Magoo?
Bitcoin News Alerts Host
And saylor says by the time the banks recommend bitcoin it'll cost you 10 million per bitcoin.
Assistant/Producer
When your bank tells you they'll buy bitcoin for you and they'll make it really Easy. And you can do it on the phone, it'll cost you a million dollars, bitcoin. And when your bank calls you on the phone and says, you know, you really ought to buy bitcoin, it's a digital monetary alternative. And when they recommend it, It'll cost you $10 million of Bitcoin. And right now, no bank's gonna recommend it and they're not gonna help you buy it. And you're gonna have to jump through hoops and you're gonna feel really nervous about it, but you'll get to buy it around a hundred thousand or a little bit less than a hundred thousand of bitcoin.
Bitcoin News Alerts Host
There you have it. Profit. Sailor has spoken. So as you can see, this bitcoin train get on board because it's not stopping, it's accelerating. We will smash all targets because one thing is for certain, there's a very limited supply, the lowest amount of bitcoin available on the exchanges right now. And when you have massive demand, continuing to purchase and absorb bitcoin, like an anteater sucking away the little ants, what's going to happen? Numbers must go up. Bitcoin is number go up technology. And we're still early. But at the same time, it's all perspective. You can say we're late.
Bitcoin News Alerts Co-Host
It's no longer a dollar.
Bitcoin News Alerts Host
I can't get, you know, a hundred
Bitcoin News Alerts Co-Host
for a hundred bucks.
Bitcoin News Alerts Host
But here's the deal. We all pay for bitcoin at the price we deserve to pay. Those who caught the vision early deserve to be the OGs they are today. But if you're seeing the vision late, think of Sailor. He didn't get into Bitcoin until 2020.
Bitcoin News Alerts Co-Host
He passed on Bitcoin in 2013. There's an infamous tweet of his still
Bitcoin News Alerts Host
up from December of 2013, where he
Bitcoin News Alerts Co-Host
said something along the lines, bitcoin will suffer the same fate as online G gambling.
Bitcoin News Alerts Host
Ultimately trying to say the government was
Bitcoin News Alerts Co-Host
going to shut it down.
Bitcoin News Alerts Host
But not only did the government not
Bitcoin News Alerts Co-Host
shut it down, because they can't, they
Bitcoin News Alerts Host
are fully embracing it. And we have the global hash war playing out.
Bitcoin News Alerts Co-Host
So Sailor, he came in.
Bitcoin News Alerts Host
When was the inception of the Genesis block? I believe it was January 3rd of 2009. Sailor didn't get started till 11 years later and already the largest corporate holder in the world. If bitcoin becomes something capital is forced into and not something people choose, what happens to the price from here? Let me know. 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.
Episode #2327: Vanguard Forces Bitcoin Exposure - Supply Shock Accelerates
Date: May 3, 2026
Host: Bitcoin News Alerts (Host & Co-Host)
Special Guests/Commentators: Financial Analyst, Political Commentator, Bitcoin Market Analyst, Assistant/Producer
This episode explores the tectonic shift as conservative institutional capital—most notably through Vanguard’s forced exposure to Bitcoin—collides with Bitcoin’s disappearing on-exchange supply. The hosts dissect what it means when the “system” is compelled to allocate to BTC not by choice but by passive index structures, how this structural demand is likely to send Bitcoin’s price well into seven or eight figures, and why the “supply shock” is different from anything in Bitcoin’s past cycles. The episode features critiques of legacy finance skepticism, warnings about national security rhetoric, and commentary on the increasing inevitability of Bitcoin’s dominance.
Vanguard’s Forced Entry (01:18–03:36):
Impact of $12 Trillion in Passive Capital (03:36–04:09):
Exchange Withdrawals (03:36–04:09):
Demand vs. Supply Collision (04:09–04:55):
$10 Million per Bitcoin Isn’t Hopium—it’s Math (04:55–05:53):
Momentum in Price Projections (09:00–09:36):
Michael Saylor’s Warning (19:22–19:57):
National Security (10:15–11:11):
Confiscation Precedent (12:09–12:35):
Vanguard’s Old Skepticism vs. Today (05:55–07:00):
EU & Central Bank Resistance (13:04–13:37):
Terence Howard’s Skepticism (13:50–14:40):
Critique of Naysayers (18:40–19:22):
Charlie Lee’s Regret, Assange’s Insight (15:15–16:01):
Historic Reluctance to Institutional Embrace (20:56–21:20):
The Big Question (21:22–end):
On Vanguard:
“Not by choice, by structure. Bitcoin is now heading towards $10 million per coin...” (01:31, Host)
On Passive Demand:
“This is passive demand, sticky icky demand, relentless demand. And it doesn’t trade in and out, it absorbs the supply.” (03:45, Host)
On Market Forces:
“At that point it’s not about what you’re willing to pay, it’s about what the market forces you to accept.” (05:21, Host)
On National Security:
“This is the importance of properly self custodying your bitcoin. That’s the only way it becomes unconfiscatable…” (11:36, Host)
On Institutional Shift:
“Index funds, passive flows, market cap weighting. And that structure forced them into bitcoin exposure through strategy. …Bitcoin is no longer something institutions need to choose. It's something they get pulled into automatically, no opt out.” (02:56–03:20, Host & Co-Host)
Assange on Bitcoin as History:
“The blockchain nails down history, breaking Orwell’s dictum of he who controls the present controls the past and he who controls the past controls the future.” (16:01, Host quoting Assange)
Michael Saylor:
“When your bank tells you they'll buy bitcoin for you...it'll cost you a million dollars, bitcoin. ...And when they recommend it, It'll cost you $10 million of Bitcoin.” (19:27, Assistant/Producer quoting Saylor)
This episode asserts we’re witnessing a historic phase transition: as passive, conservative capital gets structurally forced into Bitcoin and supply simultaneously evaporates from exchanges, the result will be a rapid and violent repricing cycle beyond anything from prior halving periods. The hosts urge listeners: Don’t wait for mainstream bank recommendations—by then, the price will have already gone parabolic, and self-custody is essential for true sovereignty. Endorsed by colorfully defiant energy ("Stack hard. Stay sovereign."), the episode is both an urgent call-to-action and a forecast of the next leg in global monetary evolution.