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2332: Strategy On Pace For $30B Bitcoin Buy - Wall Street Bidding War
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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. Working across teams is tough, but Asana helps you handle it. That's because Asana is where humans and AI coordinate, work together. AI can spot roadblocks and assign work in a snap. So everything and everyone stays on track. That's how work gets handled. That's Asana. Visit us@asana.com that's a S-A-N-A.com Wall street just made a terrifying discovery. There may not be enough Bitcoin to go around. Go figure. And once the biggest pools of capital realize that, it explodes, what JP Morgan just revealed changes everything. Listen to this. $20 million Bitcoin is not the story. The story is this. Wall street just started a bidding war. JP Morgan just reported strategy alone is on pace to buy $30 billion worth of Bitcoin this year. One company let that sink in. Not a sovereign wealth fund, not the US government and not BlackRock. We're talking one corporate treasury. This changes everything. Bitcoin used to be should we buy? A speculative question, a risk on trade, a curiosity, a side allocation. But what happens when the question becomes how much can we get before everyone else does? That's not investing. That's competition. Or as I like to say, game theory. And competition changes markets fast because once buyers stop asking whether they should own something and start worrying about being late, price discovery changes. This is the part most people still miss. Bitcoin doesn't explode because people become bullish. Bitcoin reprices violently when buyers start competing for the same finite pool of supply. Aggressively, urgently. And that's when rational allocation becomes panic buying. And the signs right now are everywhere. Black Rock's IBIT already overtook Michael Sailor Strategy and total bitcoin holdings. Coinbase just added another 1100 bitcoin to his treasury. Grant Cardone just bought another 100 million worth of worth a bitcoin. New York pension funds continue increasing exposure. Coinbase says regulatory clarity will unlock a flood of institutional capital. Not a trickle, a flood. Hundreds of major companies integrating their bitcoin infrastructure. Think about that. Not bitcoin. Twitter hype, not retail speculation. Actual institutions preparing for bitcoin integration. Now we zoom out. Gold sits at 34 trillion. Bitcoin today, 1.6 trillion. That means gold is still worth 20x more than than Bitcoin. And yet Bitcoin has massively outperformed traditional assets over the last decade. Morgan Stanley Zrade just highlighted exactly that. So now ask yourself what happens if even a small fraction of traditional capital rotates into Bitcoin? Because Bitcoin is not a giant market. It only feels big to us retail investors. To institutional capital, it's tiny. That's what makes this so explosive. Because if Wall street starts treating Bitcoin like a strategic allocation instead of a speculative gamble, the bidding war begins. And bidding wars don't care about your entry price. They care about access. That's the shift. This is no longer can Bitcoin go higher. This becomes how much Bitcoin can institutions secure before someone else gets there first. That's game theory. And game theory gets violent when the asset is finite. Because Bitcoin has something almost no other asset has. Absolute scarcity. 21 million forever. No dilution, no CEO printing shares, no central bank rescue. And no emergency issuance. Nothing. Which means if enough capital starts chasing ownership price doesn't rise slowly, it gaps. That's what panic buying is. Not bullish sentiment. Not memes, not hype. Urgent competition between increasingly larger buyers. And here's the kicker. The United States already holds over 328,000 Bitcoin. That's not theory. America already has a seat at the table. Now imagine what happens if active accumulation begins. That's when this shifts from institutional competition to nation state competition. Entirely different market. Michael Sailor says bitcoin becomes a $20 trillion asset within the next four to eight years and a $200 trillion asset over the next 20 years. Jack Mer says bitcoin's competing for a $500 trillion global monetary market. Think about what that means. These aren't random moon boy predictions. They are frameworks for what happens when a finite asset starts absorbing global capital. Laugh all you want, but Bitcoin has made every crazy prediction look stupid. Eventually, 1001 sounded insane in the membrane. 10,000 sounded insane and so did a hundred thousand spot ETF sounded impossible. Public companies buying Bitcoin sounded absurd. Now all of it is reality. So maybe the wrong question is, is 20 million dollar Bitcoin crazy? Maybe the better question is what happens when Wall street realizes they're not early anymore and starts panic buying for what's left? Let me know down below. And if that sounds dramatic, good, because bidding wars aren't theories. They are visible in the data. What I just laid out isn't a future scenario. The behavior shift is already happening. Take a Look at this. JP Morgan reports that Michael Sailor Strategy might buy $30 billion worth of Bitcoin this year. Here's the chart that says it all. The accumulation only continues. And when you have a fixed supply asset like bitcoin, this creates that game theory as all the major institutions are starting to accumulate. Not just blackrock, not just Fidelity. Now we got the major banks, we got Wall street and even Vanguard, who is the largest shareholder of Strategy, right behind Black Rock. Pretty wild. So, yeah, things are accelerating. The Wall Street's biggest banks are now bullish on Sailor. STRC is insanity. They all want a piece of the pie. And that's a laser eye. Mikey Sailor, for you sitting next to Jamie the Tape Worm diamond. Michael Sailor says bitcoin will be worth 200 trillion in 20 years and that the US should own it. Well, thank God we do. But we got to, you know, increase the stockpile. 300,000 sounds too bearish, Mr. Trump. In fact, Baron, if you're watching right now, nudge your father and say we got to get to at least 5 million bitcoin to maintain being a superpower of the world. 300,000. That's less than Michael Saylor, that's less than Larry Fink. And quite honestly, it's a little embarrassing. The US has a bitcoin strategic reserve which was signed via an executive order by Trump early 2025. And now they're reintroducing a new bitcoin strategic reserve bill, and hopefully they go balls to the wall, as they say in the hood, and really start stockpiling some serious bitcoin, you know, before the other countries surpass the United States, including China, Russia, you know, Asian countries, Middle Eastern countries, etc, because they're all coming for a piece of that 21 million pie. 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, deposit 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 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 at 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. 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. Welcome everyone. Today is POT episode 2,332. I'm your host JV alongside Fed Chair Nip Anator Caping them Nip Nton Morgan Stanley Z Trade published a report showing Bitcoin has risen much faster than the other assets over the last 10 years. Check this out. Bitcoin 85.5% compared to the NASDAQ, only 19%. The S&P 13% and gold poor Peter Schiffmeister only 13. That's why you can't short your dorks. You can't afford that, a wise man once said. Jack Dorsey's block made 1.7 billion in quarter one 2026 from Cash Apps Bitcoin Ecosystem this is the Block's most recent SEC filing for their Q1 2026. So they're crushing it. And they're going to continue to do so. Of course. Coinbase just bought another 1103 bitcoin in quarter one 2026, now holding 16,492 bitcoin, which is 1.3 billion total in Treasury. But let's not forget they're also the custodian for all the major Bitcoin holders in the world, including BlackRock and Strategy. Over 24 major financial institutions have already adopted Bitcoin and crypto. Take a look Here, virtually all of them. It's pretty wild. Some form, some way, they all have exposure to bitcoin. Even Vanguard, they're the primary shareholder of strategy. So even though they've been fighting it for the past several years and their CEO was saying very disrespectful things like bitcoins goes against our ethos and that CEO by the way has stepped down now they're just all getting exposure one way or the other. So that's why this game theory is really starting to play out all across Wall street right now. There's a bitcoin bidding war at play now. $200 billion VanEck just said live on CNBC, Bitcoin hit a new all time high within 12 months. When we look back on this in
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12 years, Bitcoin in 12 months, excuse me, Bitcoin is likely to reach its all time high again.
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When you look at investor surveys around where folks intend to buy, Bitcoin shows
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up close to the top of the list.
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As Michael Saylor once said, the volatility is a gift to the faithful. And if you don't know now you know. I welcome the volatility. Volatility is really just opportunity in disguise. Also consider Bitcoin makes its biggest moves within 10 day periods of time. 10 day window. Bitcoin just violently reprices and gaps up. The biggest moves have always occurred within a 10 day period of time and I'm anticipating the same thing. And if the four year cycle is dead and as Sailor has already declared alongside Samson Ma and many others, that means we're on a consecutive bull run for the rest of our lives. How do you like that? I dig it. Can you dig it? Swiss central bank just bought 9 million more shares of sailors MSTR nations accelerating their bitcoin exposure. And there's many ways to get exposure to bitcoin. This is one of many. But it does seem a lot of folks are, you know, buying this MSTR because right now it's at a fraction of the cost from the all time high. Consider that it's maybe one fifth of the price. So it seems like a good deal if people have faith in what Sailor's doing behind mstr. You know, with the infinite money glitch, raising capital using the likes of STRC and then just rolling all that into more bitcoin purchases. Game on. Adam Back AKA Satosh says if the US strategic bitcoin reserve happens, prepare for seven figure bitcoin. Once the United States can get a million plus bits going, things are going to really heat up. In my opinion, with the global hash war creating that game theory amongst nation states. Right now we got the game theory between Sailor via Strategy and Fink via Black Rock. And they're neck and neck at both. Roughly around 820,000. Bitcoin Fink just overtook Sailor, and I am pretty confident Sailor will overtake Fink this week with their most recent buy, which will probably be announced Monday when Sailor files with the sec. Now, what will happen when nations are competing the same way we have institutions and corporations competing to be the largest holder of bitcoin? Game on. Gold is now 21 times the market cap of bitcoin. And if you're in bitcoin, you know the significance of the 21. That's a sexy bitty blackjack. Only can ever be 21 million coins in existence. Gold, $34 trillion market cap. Right now, Bitcoin's only 1.6 trillion. That means Bitcoin's going to do another 21x just to catch up to gold. And we already know gold is the poor man's bitcoin. And bitcoin is superior to gold any way you can measure it when it comes to the store of value. Bitcoin way superior when it comes to portability. Bitcoin superior when it comes to the transaction being the settlement. Bitcoin superior when. One of the major problems with gold is people fake it all the time. We call it Fool's gold. People can sell tungsten or some cheap metal and then just plate it with gold to make it look real and legit. And most people would never know unless you actually tested it and you actually have to cut open, for example, the gold bar. And you know how many stories I've seen over the years with like, fool's gold being introduced to the US like, for example, from China. So who knows? I always question the Fort Knox gold reserves for the US if the gold is actually sitting in there, I'm highly skeptical. I remember when Trump and Elon were kind of joking around, we should do a live stream and audit Fort Knox. And then they never followed up with it. But I'm all for it. I volunteer. I'll do the live stream. Invite me and Palm Beach Pete and we'll audit the entire Fort Knox. You know, I'm just highly doubtful that the gold is there. And if there is gold, in my opinion, it's probably going to be fake gold that looks like the gold is there. And the real gold is probably in the hands of the criminals, you know, Epstein's clients, of course, the ones running this shit show. But anyways Coinbase just say Clarity is about to unlock a flood of institutional capital for bitcoin and crypto. Hundreds of the large companies will integrate. This is brand new Q1 2026 update. What Mr. Clean, I mean Mr. Brian Armstrong and the Coinbase crew.
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Yeah, well you're correct that the Clarity act is about much more than just stablecoins and rewards. There's going to be lots of energy that comes out of it. I think it's going to be a little bit like when the Genius act passed we for stablecoins and we saw a couple hundred large companies in the US come out in the subsequent months and announce integrations with stablecoins and so this means that hopefully lots of companies post in a world post Clarity being passed we'll come out and start to
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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 in auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states. When it's time to scale your business, it's time for Shopify. Get everything you need to grow the way you want, like all the way. Stack more sales with the best converting checkout on the planet. Track your cha chings from every channel right in one spot and turn real time reporting into big time opportunities. Take your business to a whole new level. Switch to Shopify. Start your free trial today.
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Integrate crypto.
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Breaking news just in, just popped up on my phone here, I'll read this to you. Kraken Parent Payword just filed for a federal bitcoin and crypto bank charter with the occ. The age of the bitcoin banks are here. Sailor told Barstool Sports founder Mr. Portnoy he'll be buying bitcoin at a million dollars a coin. And and I'll probably be buying it at the rate of a billion dollars per day. Check it out. Michael Jordan Jordan of the analogy in which if you're buying Bitcoin microstrategy you you're just buying forever. You're never going to stop buying.
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Yeah, I'm going to keep buying. I joke. So you said well it's 100,000 too much. And I said, I say look Dave, I'll be buying it at a million dollars a coin and I'll probably be buying it at the rate of a billion dollars a Day at a million dollars a coin. Coin. Because that's what I do. Just like crap. Manhattan real estate's really expensive in 1930. It's a lot more expensive than 1830. I'm like, well, you know, 100 years later, we'll still be buying it and we'll be paying a lot more. The only issue is can you hold it for that time period? Because people are going to want to buy it.
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There you go. The Michael Jordan, the Bitcoin Mr. Mikey Saylor will be buying the top forever. Laura. Breaking news just then. 6.6 trillion dollar UBS Group just disclosed they bought 55100 shares worth $98 million. Bitcoin Treasury Company strategy. They now hold the total of 6.31 million MSTR shares valued at $1.12 billion. And if you're not familiar with UBS, it's the largest bank in Switzerland. So not only is Wall street adopting bitcoin, but we have the major banks in the world, central banks, governments, you name it. The hash war is just starting. Billionaire Grant Cardone announces he bought $100 million more dollars worth of bitcoin via real estate. He now holds 200 million in Bitcoin and says bitcoin's going to rip the face off of all the other investments.
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We just Simply added another 100 million of Bitcoin. So we're now we're in the property for 335. So I have two assets that we just fused together in an LLC. And then I go to my investors. I have about 20 million people follow me online and I say, hey, I just bought this asset off of my balance sheet. It's $235 million worth of perfect real estate. It's $100 million worth of Bitcoin. We dropped them into an LLC. If you want to invest with me, this is what I think it's going to do.
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And real estate's a massive market and bitcoin's already demonetizing real estate in real time. And it's good to see the real estate moguls starting to recognize this, such as Grant Cardone, who's billionaire, you know, heavily invested into bitcoin. Came late to the party. But we all pay for bitcoin at the price we deserve. And when he said we intertwined, the first thing I thought of bitcoin. Super Saiyan. Bitcoin Super Saiyan. Check this out. Jeff Booth says when you really understand
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it, you're constantly a buyer.
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There's never a price that's too high. I Buy in a low, I buy
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in the high that constantly like because
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I don't think about the piece of paper that's being manipulated. Yeah, you ultimately get rid of your fiat monopoly dollars and trade it for the hardest asset known to mankind, which is bitcoin.
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What's the second best?
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There is no second best. This is breaking as well. New York state retirement fund just bought $41 million more bitcoin exposure via MSTR. Pension funds are embracing the prelo bitty. Those that don't will get left behind. I mean bitcoin's only the greatest appreciating asset known to humanity. It is God hacking humanity. One of my favorite quotes from the high priest Max Kaiser. Also breaking news, Nigel Farage's Reform party projected to win 1500 seats in the UK elections. He wants to make his country the bitcoin capital of the world. Britain is embracing the btc. So as you can see, it's not just the United States. This game theory is accelerating all around the world. And guess who sparked the first domino? It was Naijibo Kele adopting Bitcoin in 2021 as legal tender for the nation of El Salvador. And now there's so many countries around the world that have exposure to bitcoin game theory in full effect. Michael Saylor was asked what superpower he would want. He said immortality. So you don't have to die with your keys. If you had a superpower, would it be. I don't know if I'd want immortality. Low key. I personally believe those who sell their souls do have immortality on this earth. They figured out the soul transferring process. I don't want to get into all the weeds here, but yeah, there's very demonic entities that control our society and they get to live forever. I prefer to ascend, you know, go to heaven, you know, chillax with Satosh, you know, Jesus, all the greats, Bruce Lee, Muhammad Ali, you know, some of the famalam, my great grandparents, grandparents, loved ones. And continue the evolution process of the soul. Who the hell wants to be stuck hell on earth? You know, I know it's all a perception and all that, but I have a theory that with bitscoin you can take your keys with you to the afterlife. And I've never heard anyone else break this down. So this is my theory. You know how the soul has memory, psych consciousness, you could remember your private keys to your wallet and then it's embedded into your soul memory. And then when you ascend to the next level, you know, the afterlife, you could give those private keys to a loved one, like maybe your children or grandchildren and maybe through a dream or something like that. You know, communicate with your fam many ways to do so through the consciousness. Or you can come back if you want to be reincarnated, which is a very common belief amongst Buddhists and such. I do believe the the soul gets to relive many, many experiences so we can learn all our life lessons we were destined to learn. And then when you're reincarnated, you could, you know, remember your private keys from the previous life. It's called past life regression and bada boom, bada bing. And maybe you decide, you know what? I'm not going to come back to this earth for at least another hundred years. Maybe it'll be the year 2140 by the time the last and final bitcoin is mine. And then all of a sudden you're reincarnated and you're holding all the bitcoin you have today. You can only do that with bitcoin. It's the only currency you can take with you to the afterlife. JP Morgan says strategy alone is on pace to buy $30 billion in Bitcoin this year. So what happens when the rest of Wall street joins the bidding war? Let me know down below. 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. 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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