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2330: CZ Declares Bitcoin Supercycle - Saylor Predicts $20M BTC
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Host
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Host
Supply is vanishing from the bitcoin market and the people closest to it are sounding the alarm. Because once enough bitcoin gets locked away, the market stops functioning normally. That's when the repricing begins. And that's exactly where this is headed. Check this out. The four year cycle is dead. And now the people closest to Bitcoin are starting to say it publicly. For example, CZ, founder of Bance just said he believes 2026 will break the four year cycle completely and trigger a bitcoin super cycle. Not $200,000 bitcoin, not even a million. Michael Sailor now predicts 20 million dollar bitcoin over the next 20 years. Let that sink in. The largest corporate holder of Bitcoin on
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Co-host
earth is openly preparing for a world where Bitcoin reprices 200x which is 20,000% gains.
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Host
And at the same exact time exchange
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Co-host
supply continues disappearing fast.
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Host
And that's the part most people still don't understand. A super cycle doesn't mean Bitcoin goes up forever.
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Co-host
It means the market structure changes completely.
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Host
Because the old cycle model was built
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Co-host
around one assumption that eventually the people will sell. But what happens when they stop selling? What happens when Bitcoin moves into the hands of the corporate treasuries, sovereign wealth ETFs, pension funds and long term conviction holders that aren't looking to trade at back that stake shift which is happening right now and the math behind it is starting to get aggressive. Only 450 Bitcoin mined per day. 3.125 per block Tik tok for the entire planet. That's it. Meanwhile, strategy alone is attempting to Acquire Bitcoin faster than the miners can produce it. Which is precisely what they're doing. And at the same time, ETFs continue absorbing the supply, public companies continue accumulating and long term holders continue removing coins from circulation. Quietly, systematically, every day the liquid supply continues to shrink. And every day more capital connects to Bitcoin. That's why exchange balances keep falling. Because available Bitcoin is becoming scarce. Not total Bitcoin, but available Bitcoin. There's a massive difference. There only ever be 21 million Bitcoin, but the amount actually available to purchase is dramatically smaller. Millions are lost forever. Millions more haven't moved in years. And now institutions are entering the market with balance sheets larger than entire countries. That's where the super cycle idea starts to make sense. Because once Bitcoin stops behaving like a speculative trade and starts behaving like strategic reserve collateral, the game changes completely. And the signals are already there. For example, fidelity, managing roughly 6 trillion in assets under management, now recommends up to a 10% bitcoin allocation. Think about what that means. Traditional finance is no longer asking whether Bitcoin belongs in portfolios. They're discussing how much exposure investors need. That's hyper Bitcoinization. Slowly at first, then suddenly. Because capital moves where it's treated best. And right now, global capital is trapped inside systems being diluted constantly. Infinite currency printing, rising sovereign debt, asset inflation everywhere. Bitcoin's the polar opposite. Fixed supply. No dilution, no central authority. And once enough capital fully realizes that, the repricing phase begins. Not because everyone buys at once, but because there isn't enough supply available for even a small percentage of the global capital to move in. That's the bottleneck, that's the pressure point. And once that pressure gets high enough, the markets break upwards. Not gradually, violently fast. Because sellers can only sell once. But institutional demand doesn't stop. It compounds. That's why this cycle feels different. Because the market structure has already changed. Maybe the four year cycle only existed before the institutions, ETFs, new governments and trillion dollar allocators enter the market. And if it's true, then Bitcoin isn't entering another normal bull market. It's entering a completely different phase. One where the available supply gets locked away faster than the world realizes what's happening. And once the market fully realizes that, there's no way in.
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Host
So the real question is, if the four year cycle is truly dead, what does a Bitcoin super cycle actually look like? Let me know in the comments. And what Makes this different is the math because the supply isn't increasing but
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Co-host
the capital connected to bitcoin is and fast. That imbalance only ends one way and
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Host
the data is starting to reflect it.
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Co-host
Take a look at this.
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Interviewer
So do you have any thought though real quick on just like the price of bitcoin and where this is all headed?
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CZ (Changpeng Zhao)
2026. I have very strong feelings that you will probably be a super cycle.
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Interviewer
Be a super cycle.
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CZ (Changpeng Zhao)
20, 2026.
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Financial Analyst
Yeah.
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Interviewer
For Bitcoin.
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CZ (Changpeng Zhao)
For bitcoin.
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Interviewer
And what super cycle to you means what?
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CZ (Changpeng Zhao)
Well, normally bitcoin follows four year cycles. Historically if you look at historic data like every four years you know there's an all time high and then there's a, there's a drop. But I think this year, given the US being so pro crypto and every other country is kind of following, I do think we will see this. This, we will probably break the four year cycle.
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Host
There you have it. He straight up said the four year cycle will be dead in 2026. And Saylor echoed the same sentiment. All I got to say to that for your cycle is dead Bitcoin super cycle. Send it. Michael Sailor gave his updated bitcoin price predictions. 150,000 by the end of this year, 1 million over the next 48 years and 20 million per coin over the next 20 years.
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Michael Saylor
Our, our expectation right now is end of the year it should be about $150,000. And that's the consensus of the equity analysts that cover our, our company and the bitcoin industry right now. I don't know why it won grind up to a million dollars a coin over the next four to eight years. I would think not less than four, not more than eight. And of course my long term forecast is it goes up about 30% a year for the next 20 years and we're headed toward $20 million bitcoin now
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Host
that's what hyper bitcoinization looks like after a bitcoin super cycle. $20 million per coin.
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Co-host
Can you see us hitting 150,000 before the end of the year?
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Host
Returning to price discovery which is currently
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Co-host
1263 is the current firmament achieved October of last year.
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Host
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Host
It's May 6th, 2026. Bitcoins are ripping like a new Scottie Pippen. We practically touched 83,000 and this is the first time we've been back above 80,000 in a very long time. So it feels so good to be back. Today is pot. Episode 20 330.
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Co-host
Billionaire Michael Saylor just confirmed strategy will
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Host
soon own over 1 million bitcoin. In fact, he's on track to hit that.
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Michael Saylor
We go from the 670,000 BTC level to 850 to 950 to a million. So we'll go through a million bitcoin held on the balance sheet in the next 36 months and we'll do that while funding all of our obligations. With bitcoin. The impact that's measurable is a slight increase in credit risk and a slight increase in credit spread. But you know, I think it would be a second order effect of the market. So this is interesting to keep in mind.
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Host
Saylor through strategy has single handedly engineered a way to raise billions of dollars of capital from the likes of vehicles like STRC growing faster than the iPhone or any public company has ever witnessed. They have raised like 8 or 9 billion dollars in just a few months. It's unprecedented. And he's just going to continue to raise money through this infinite money glitch. And all that money flows into bitcoin and strategy is now tapping into multiple hundred trillion dollar markets. Not just capped at the 34 trillion dollar gold market for store value, but we're tapping into the largest pools of capital in existence and that's why supply
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Co-host
is disappearing from the exchanges so fast right now.
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Host
Sailor just tweeted today, bitcoin capital gains
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Co-host
fun, strc credit dividends.
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Host
That's the vehicle which is paying the 11 and a half percent annual dividend which is raising billions of dollars capital right now. Also, Sailor's current buying rate strategy can flip last year's bitcoin buys by 101,000 BTC breaking news. $1.5 trillion. Morgan Stanley just announced it'll launch bitcoin buying on E Trade. The significance of this is they have 10 million customers opening to bitcoin. You already know Wall street is coming very aggressively and they want your bitcoin. So don't be the weak hands. You got to be the diamond hands or like Nipinator would say, diamond paws. That's Fed Chair Nipinator for you, keeping them nip.
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Co-host
Nate.
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Host
$6 trillion. Fidelity just said they recommend up to a 10% bitcoin allocation in their portfolios.
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Financial Analyst
Well, what could traditional portfolios be facing in terms of headwinds? Why is the traditional 6040 potentially facing some problems? And why could something like bitcoin help alleviate Those problems. Bitcoin's a forward looking market, right? Just like every other market, it looks for it. So if you look at inflation expectations, expectations, as those inflation expectations went up, Bitcoin ripped higher. Hundreds and hundreds of percent higher.
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Host
No more 60, 40 traditional allocation portfolio bullshit, 10%. And I say that's extremely bearish. But when you have the massive largest asset managers in the world suggesting 10% bitcoin allocation, that's major, that's a lot of capital which is going to be flowing into bitcoin from their clientele. Billionaire LinkedIn founder just said he has been holding bitcoin for over a decade and has never sold any. He just announced this so this is break news as well. He says I'm a big believer. So you already know smartest people in tech are saying this.
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LinkedIn Founder (Reid Hoffman)
When I bought my First Bitcoin in 2014 and by the way, I haven't sold any since then. I'm a believer in, in all crypto it was like actually in fact this is part of a design feature that this is how DNS should work. This is how identity should be working generally when you get to the Internet. So that part of it I think is becomes all the more important.
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Host
The writing is on the wall. The most genius minds are all in bitcoin. Makes sense to me now. $5 billion. 21 CEO Jack Mahlers just told Bloomberg. Bitcoin's going a lot higher soon I think.
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Jack Mahlers
So where I think bitcoin's got to go a lot higher.
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Tim (Interviewer)
Where does it go and when?
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Jack Mahlers
I think it goes a lot higher, I'll say this Tim. I mean with US debt to GDP at over 120% and US true interest, interest expense at over 100% of receipts, the system is untenable at this point unless they print more money. And Bitcoin makes economics really simple. It's supply, demand and when the supply is fixed and there's more fiat that has to exist just according to mathematics. So bitcoin has to go higher because mathematically there has to be more units of fiat currency created against a fixed supply of bitcoin. And that's the true innovation is there's nothing else you can actually own that is fixed in supply.
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Host
Agreed. Math is undefeated. Fix the money, fix the world. For the first time in human existence we have money with a fixed supply which makes it perfect money, pristine collateral, perfect store value, a hedge against inflation, a hedge against deflation, an insurance policy, all of that rolled into one. And gold we all know is the portman's Bitcoin, as Max Kaiser has said, next time someone says MicroStrategy is a Ponzi, play them this sailor thug life mic drop moment.
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Max Keiser
So what do you say to people who say, well, it's just a. It's a Ponzi scheme? Because every time bitcoin goes up, you issue more equity and debt to buy more bitcoin. It just keeps going and going and going.
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Michael Saylor
Yeah, just like developers in Manhattan. Every time Manhattan real estate goes up in value, they issue more debt to develop more real estate. That's why your buildings are so tall in New York City. It's been going on for 350 years.
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Host
I would call it an economy thug sailor. I love that Eric Trump just said, you can send me a million dollars in bitcoin and it hit my wallet in three seconds. And you practically pay zero fees. Tell me every financial institution in the world isn't pissed off about that. Clearly he gets it, right.
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Guest Speaker
The premise of this is the whole system is genius. Right? You're using massive compute power to otherwise kind of protect the financial system of. Of an asset that's beyond scarce, that everybody wants, that's global and solves all the problems that I mentioned before. You know, again, you want to buy something, you know, you could send me a million dollars worth of bitcoin right now. It could hit my wallet in three seconds. And you practically pay zero fees. Like, tell me that every financial institution in and pissed off about that.
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Host
That's right. Bitcoin is God hacking humanity and hacking the Illuminati pyramid. Ponzi dollars they used to enslave and control us. Can I get an amen? This Justin as well. Colombian President Gustavo Petro says bitcoin mining is an immense boost to the development of the Caribbean. Venezuela and Paraguay managed to attract investments in bitcoin mining. This could be the case for Santa Marta, Riohacha and Baranquilla. And I'm probably butchering some of those Spanish cities. But I'm a big fan of Colombia.
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Co-host
I lived in Medellin, believe it or
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Host
not, for six months. Had a great time. This is like back in 2012, 2013. But it's a beautiful country, beautiful people, and the brightest minds of the world. And leaders are all adopting Bitcoin and do it for the people. Bitcoin's for humanity. Fiat is Satan's money. Epstein's client's money is all I'm saying.
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Host
part covered Saividian Amos argues Bitcoin is a polar money and the only workable alternative to government reserve currencies and unipolar world orders.
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Saifedean Ammous
I titled my talk Apolar Money, which I think is a good way of emphasizing the value proposition of bitcoin, which is that we live in a unipolar world order where the US has the dollar and when we discuss alternatives it's either another unipolar world order or a multiple multipolar world order. But Bitcoin offers us something truly new which is an apoler More world order. A monetary world order that is not built around one government having an exorbitant
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Host
privilege and shout out. Saividian Amos he is the author of the Bitcoin Standard. I'm a big fan of his work. Excellent book series he has created as well as the fiat standard. The average fiat currency lasts about a hundred years, so that means the US dollar is currently at hospice on its deathbed in only a matter of time before it's completely devalued due to inflation, which turns into hyperinflation, which then will turn bitcoin into hyper Bitcoinization. After we see these bitcoin super cycles I've been prophesizing I can't wait. Max Kaiser There's a throwback. He says Warren Buffett famously compared bitcoin to rat poison. And you know what? He's right. Warren is the rat. Jamie Damon is the rat.
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Max Keiser
Well, I think it's going a lot higher. So you're still talking about a 10 time gain. 10 10x gains from here in the medium term. I mean it's still going to outperform stocks, bonds, gold. It's going to outperform everything. It's going to outperform Warren Buffett. You know, Warren Buffett said, famously said, compared bitcoin to rat poison. And you know what? He's right. And guess what? Warren is the rat. Jamie Dimon is the rat. While they're stealing money out of people's accounts, Wells Fargo, oh, here's a bunch of checking accounts. I think I'll just steal money. Oh, don't buy bitcoin and have individual sovereignty.
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Host
You gotta love the max rants, especially about Jamie the Tapeworm diamond. And speaking of retards, check this out. If you're having a bad day, remember someone sold his kidney in 2022 to buy a bored ape. He's now down 95%. Here's the proof of work right here. This is going to be nominated Retard of the day. Never sell your organs. I'll be straight up to say never even sell your organs for bitcoin. It's, there's nothing more significant than your health. But to sell your organ for a NFT that equals retard of the day and low key. I feel sorry for this guy, whoever that may be because we all know those board, yacht, APE, Club NFTs that were once going for millions of dollars are practically worthless. And let me know if you have any nominees for retard of the Day for tomorrow's episode and let me know or drop it in the comments. Mark Moss says, I'm predicting 1 million dollar Bitcoin in 2030, 14 million in 2040 and 45 million in 2050 for one Bitcoin. All I got to say to that, send it $2 billion. BSTR CEO Adam Back aka Satoshi just said bitcoin is going to a million dollars soon. Exchange supply diminishing.
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Co-host
Fast sellers can only sell once.
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Host
You've been warned, you know, ultimately people
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Co-host
can only sell once the people that have sold and the number of coins that are left on exchange is diminishing.
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Host
So there you have it. The supply is disappearing faster than we have ever seen. The liquid available supply of bitcoin on the exchanges is at an all time low. Massive demand continues accelerating from the likes of the corporations, the institutions as well as the sovereigns, the nations all embracing Bitcoin collectively. At the same time, a super cycle has been triggered. Now it's just a matter of time before the supply shock accelerates the price action into multiple six figures, eventually seven figures and price targets. We have prophesied here on the show for years now. When you have a fixed supply asset, you know, and everyone in the world wants it, the price just gaps up violently. And we have seen it already since the inception of the Genesis block back in 2009 till today, Bitcoin is up up hundreds of millions of percent. And I do personally believe Bitcoin can easily 100x from here, even 1000x. Because everyone in the world is going to want bitcoin. People are just starting to wake up now. So stack your bitties before the rest of the world catches on and it's too late. I don't bother with gambling or lottery tickets. I'm not allowed to win. Well, the odds of winning are like slim to none, especially the lottery. It's rigged. Do you know Epstein hit the fucking lottery twice? And do you know that government agents oftentimes win the fucking biggest lottery jackpots? This is all by design. It's a massive fucking scam just like everything else. So instead of spending money on the lottery, just stack some sats. At least you know those sats are going to be rewarded and increase your purchasing power. Regardless. If it's a few bucks, a few hundred bucks, whatever it may be, that
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Co-host
Federal Reserve dollar is fake. Yeah, everything in our society is fake except bitcoin.
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Host
Tell me what isn't fake. If Bitcoin enters a true super cycle, what happens to the price when institutions realize there's no exit? Liquidity. 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.
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