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2334: Visa Brings Bitcoin Payments To 175 Million Merchants - AI Demand Arrives
00:18:08
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- [00:00]
Commercial Narrator
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Bitcoin Market Analyst
game may have just accelerated. Not because retail bought more and not because Wall street panicked, but because machines have already entered the Bitcoin market. And this is still early, because when machine demand scales, humans won't be able to compete. Check this out. $10 million Bitcoin won't happen because humans get bullish. It happens when machines start using Bitcoin. Think about that. Visa just partnered with Light Spark to bring bitcoin payments to 100 plus countries, not someday. Infrastructure is being built right now, and this isn't some crypto side project. Visa currently processes roughly $15 trillion annually, serving 175 million merchants, which Bitcoin just tapped into. But that's that's only half the story because this isn't just about humans spending Bitcoin. Lightspark CEO David Marcus just unveiled a Bitcoin wallet built for AI agents. Let that register AI agents buying Bitcoin, sending payments, receiving payments autonomously. And now Bitcoin is being embedded directly into the global payment rails. Not through selling, not through manual conversion, not through niche crypto apps to direct payment Rails for real world spending, everyday commerce. That changes the entire narrative because most people still think Bitcoin is just something you buy and hope it goes up. That's outdated thinking. Bitcoin is evolving from an asset into infrastructure. That's a completely different game because infrastructure changes behavior and behavior changes markets. Visa isn't doing this for memes, not for Bitcoin Twitter, not because retail got excited. This is institutional engineering. Light Spark has now joined the Visa network as a principal member that matters because this isn't some external integration. This is Bitcoin infrastructure being integrated inside the global payments machine. And Light Spark isn't just moving transactions, they're handling the compliance, risk management, regulatory reporting and institutional Rails. That's the exact plumbing big financial players need. Now thinking about what that actually means, a person holding Bitcoin could eventually spend it anywhere. Visa is accepted without manually selling, without clunky exchange transfers, without waiting days. We're talking instant Rails global reach. Bitcoin stops looking like a speculative side bet and starts looking like money infrastructure. And now it gets crazier. Tether CEO says AI agents will transact over the Bitcoin lightning network eventually trillions of payments per day. Coinbase CEO says the AI is Bitcoin's biggest catalyst yet because billions of agents will need native digital money and Bitcoin is the only real option. That's a psychological earthquake because the old argument was Bitcoin has no real world use. That narrative just got obliterated. And once the infrastructure exists, adoption accelerates. Quietly at first, then suddenly. That's how the network effects work. But here's the bigger story. Payments are only one layer because while Visa builds Rails, the accumulation machine keeps accelerating. Michael Sailor just posted today. Back to work like none of this is unusual because strategy has already taught the market what happens when conviction meets capital. Now zoom out. That's where the float vanishes because Bitcoin's tradable supply is far smaller than most people realize. Millions of coins lost forever, millions locked away, ETFs absorbing supply, corporate treasuries accumulating, long term hodlers not selling, and now global payment infrastructure being built around usage. That's not bullish sentiment, that's structural adoption. And structural adoption changes price discovery because once enough entities need access, the price stops being a smooth auction. It becomes a scramble. That's when moves happen faster than expected. That's when people say how did Bitcoin go vertical so fast? Simple, because the market misunderstood what was actually being built. This isn't just an investment thesis anymore. This is infrastructure rollout. And infrastructure doesn't ask permission. It scales fast. So maybe the wrong question is is $10 million bitcoin realistic? Maybe the real question is what happens when AI agents and 175 million merchants are both connected to Bitcoin Rails while the tradable float keeps disappearing. Let me know your thoughts and answers in the comments right down below. And if you think this is just some sci fi fantasy you're already behind, because I'm about To show you why Bitcoin's float gets destroyed long before the public understands why. Take a look at this.
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Lightspark Representative
So this runs on my phone and the next thing you know is you have an AI agent, an almighty AI agent that has the ability to do all the things that I showed you with money, with control. So I can ask it to go buy me coffee beans and it knows my preference. It can get a scoped card to the spending limits that I've set. It can go buy that for me on my behalf. I can ask it to contact my friend Maria and send her $500. It has my contacts, it knows who Maria is. It'll contact her on WhatsApp. Maria lives in Brazil, so it'll get a pix key from her to send the money to her bank account in Brazil. This thing can do recurring buys of bitcoin for me, no problem, because it lives on spark. It can organize travel, buy gifts, same model. And the most important thing is the user always stays in control. And while this is great for consumers, imagine businesses that are running a global business. They have to pay suppliers internationally, they have to pay bills, they have to move money. Imagine giving them an account like this that allows them to move money globally in this way.
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Bitcoin Market Analyst
Just mind boggling the capabilities what these autonomous machines are capable of doing. These AI agents transacting using Bitcoin. Can you imagine trillions and trillions of agents just making transactions all on their own? It's like they have a life of their own. It's really mindboggling. We're just scratching the surface on what is possible within the Bitcoin network. So yeah, this is breaking $15 trillion. Visa partnering with Lightspark to bring Bitcoin payments to 175 million merchants. $200 billion. Tether CEO just said the best way to scale the future need of payments, when AI agents will be everywhere, there will be the need of trillions of payments per day. The current financial transport layers are not going to be able to cope with that. So there you have it. Trillions of payments are coming into the Bitcoin network via these autonomous AI agents. Agents, crazy. 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 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 one 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 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. Today is POT episode 2334. I'm your host JV alongside Fed Chair Nipinator keeping them nipinating. Happy Mother's Day. Especially to the B A ladies. We greatly appreciate each and every one of you. Sailor just posted an update here on Sunday. Putting back to work with the infamous Sailor Tracker which is a precursor that tomorrow he'll make the announcement of how much Bitcoin he acquired for strategy for the week. Tik Tock next block. You know last week he took off and guess what happened? Larry Fink via the Black Rock ETF overtook Sailor's strategy as the current largest holder of Bitcoin. I think Sailor will retake that pole position tomorrow officially when it's announced with the sec. Also, while y' all debate Sailor selling his Bitcoin, there's currently 818334 Bitcoin bought through strategy with 108 purchases, 229 weeks of buying which all began in 2020 from 10,000 to 126,000. Obviously the price did not matter. He has no problem buying the top. But yeah, Sailor is going to continue to buy bitcoin, even if he does have to sell some, which he's now hinting at. He may sell one to buy 20 more to pay some of the investor obligations, but it is what it is. This train is not slowing down. It's only accelerating. $76 billion US New Jersey State Pension Fund just reported holding 88,900 Bitcoin Treasury Company Strategy MSTR shares. That's over 16 million worth. Portfolio managers are waking up to the value of the amplified BTC. Also $219 billion. Sweat Bank AB has increased its position in Bitcoin Treasury Company Strategies MSTR by 2800 shares, bringing its total holdings to 82,312 shares worth just shy of of $15 million. This is the third largest bank in Sweden, so they're all getting a piece of their MSTR. Also breaking news. $4 trillion bank of America is now hiring bitcoin and crypto experts. In fact, all the major banks are hiring crypto experts right now because they're all looking to fully implement Bitcoin. It is happening. Even those who were once clearly against bitcoin. Bitcoin, they have joined the party, completely transformed their stance. 180. And now they're accepting Bitcoin as collateral, as all the banks should, as Bitcoin is pristine collateral. Bitcoin's monthly return since 2013, April 2026 logged in an almost 12% gain, which is actually the best month in over a year. The numbers don't lie. We're right back on track. And check this out. Being it's Mother's Day, here's the price of bitcoin on Mother's Day. Since the inception of the Genesis block in 2009, Bitcoin was free. 2010, it was still zero. In 2011, 8 bucks. 2012, $5. 2013, 2014, $444. 2015, 237. Now pay attention specifically to the having years. In 2016, year the having it's 456. The year after, it skyrockets to 1779. And by the end of that year, in 2017, it hit 20,000. In 2018-8500-2019-8000. 2020. The next having just shy of 10,000. The year after that having in 2020, 1, 49, 820, 22, 29,000. 2023, 26,000. 2024. The most recent having $60,800. Then the year preceding the having on Mother's Day 104 and this year 80,007, 85. In fact, we did touch 81,500 as the high one on Mother's Day for 2026. My question for you, what will be the price of bitcoin on Mother's Day in 2027? Drop it right down below. Eric Trump says he thinks bitcoin will surpass a million dollars and Q4 of this year will be unbelievable.
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Eric Trump
The future is bright. The future is incredible. And I think fourth quarter of this year is going to be unbelievable for a host of reasons.
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Bitcoin Market Analyst
So how do you think bitcoin's going to go?
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Eric Trump
I've always said that I think in time bitcoin surpasses a million dollars.
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Bitcoin Market Analyst
Fourth quarter has always historically been, you
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Eric Trump
know, the best quarter or generally the best quarter for cryptocurrencies.
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Bitcoin Market Analyst
Fourth quarter is typically where we have that parabolic run up within a 10 day time frame. Bitcoin prices upwards. And it couldn't be more bullish to have the president, son of the United States constantly sharing with you his conviction of bitcoin saying over and over again, it's going to pass a million dollars. This is the greatest, you know, monetary gift we've ever seen for humanity. That's unbelievable in of itself considering how far we have come from the previous administrations having a war against crypto. And remember the SEC chairman, Mr. Noclair G, you know, providing no clarity. Now we have the Clarity act, you know, being discussed this Thursday. We have a new strategic bitcoin reserve bill for the United States where they're going to be stockpiling massive amounts of bitcoin. And let's not forget the US Is already the largest holder of bitcoin as far as countries are concerned with over 300,000 BTC. But hopefully we can get those numbers up to millions. A bitcoin and we remain our bitcoin superpower. Eric Trump's wild bitcoin story.
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Eric Trump
So one of my closest friends in the world works for one of the biggest banks in the country. He runs private wealth management in Greenwich, Connecticut. And about two years ago, he comes up to me, he goes, eric, I can't believe you like this bitcoin crap. You know, like I view it as funny money. And I started laughing at him and I go, what would you invest in? I won't give his name away because he'll probably be fired tomorrow. But I go, what would you invest in? He goes, you know, I really believe in fixed income. And I go, I literally started laughing. You know, sure enough Bitcoin's going up and up and up and up. And I asked him one day, go, hey, how's that? How's your fixed income account doing? You know, how's your portfolio looking right now? About six months later, he comes to me, he goes, eric, how do I buy bitcoin? What? What do I do? Where do I buy it?
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Bitcoin Market Analyst
Welcome to the bitcoin team. Another one bites the dust. And another one. And another one. Another one bites the dust. It's all going to zero against bitcoin. Max was right. Check out this classic Max Kaiser clip.
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Max Keiser
Euros are going to zero. The end's going to zero. The Chinese currency is going to zero. It's all going to zero against Bitcoin. If you don't understand that yet, you're going to be impoverished. You're going to be on the street. You're going to be begging. You're going to be out of business. You're going to be toast.
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Bitcoin Market Analyst
Max, do you know that it's a criminal offense to tear up?
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Max Keiser
Do you know that with the bitcoin I have, I can buy any fricking senator or congressman I want. I make the laws. He who has the bitcoin makes the laws. Rand, we're not going to just sit around and let the goddamn Congressman tell us what to do. We've got the capital. We make the laws. We've got the bitcoin thing. We got it. They don't.
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Bitcoin Market Analyst
And as always, thy priests right on the money. Rip up that worthless fiat crap. He who has the bitcoin makes the laws. Very profound.
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Commercial Narrator
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Bitcoin Market Analyst
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Lightspark Representative
We also saw the United States of America now has a strategic bitcoin reserve. So if the United States government is going to begin holding bitcoin, I think that's going to be a massive driver of demand. And the rest of the G20 countries will probably follow suit.
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Bitcoin Market Analyst
Exactly. All G20 nations will adopt bitcoin soon. And he also reveals that he is the custodian of over 80% of the Bitcoin ETFs, including the largest, which is BlackRock's IBIT Bitcoin ETF. Now Senator Tim Scott says let's make America the crypto capital of the world. And 3.8 billion dollar Pantera Capital CEO says I think there will be a global arms race for bitcoin within next two to three years. Countries that are aligned with us like the UAE are acquiring cryptos, Bitcoin, the doing. I think there will be a global arms race for bitcoin within the next two or three years. Countries like the United States are establishing strategic bitcoin reserves. Countries that are aligned with us like the UAE are acquiring cryptocurrencies Bitcoin. I think Diane's on to something right here. And we've heard this before, that the UAE has been quietly accumulating Bitcoin for their sovereign wealth fund. I believe it was Eric Trump that was talking about that. That and even Michael Saylor. So you already know they have massive stockpiling occurring of Bitcoin for the Middle east as all that oil money is flowing into the apex predator. Kathy Wood just told Bloomberg bitcoin will create a new financial world order. And she's calling for 1.5 million.
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Commercial Narrator
This is creating a new financial world order. Many people think the dollar should be going down because of our deficit and debt and all of of that. And what we're seeing here in the United States is deregulation, tax cuts and a very business friendly, very business friendly administration. We think the return on invested capital is going to go up in the US generally.
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Bitcoin Market Analyst
All I got to say to 1.5 million per Bitcoin is send it. So as you can see, the most brilliant minds in the world all adopting bitcoin, nation state adoption sovereigns. We have retirement funds, we have corporations, institutions and the machines. And who would have thunk we'd have billions or even trillions of transactions being done via AI agents transacting on bitcoin all on their own. And this thing is just getting started. So as you can see, when you have a finite limited supply asset tapping into massive pools of capital surpassing hundreds of trillions of dollars with the bitcoin market cap today, 1.6 trillion. It's literally a drop in the bucket of where we're heading. 1.5 million in my humble opinion is easy peasy street. I'm looking past that. I'm looking 10 million which is virtually 10 cents per sat and I'm looking dollar sat parity which is a hundred million dollars per bitcoin. I know it's going to happen. The only question is when. You let me know in the comments down below. My husband bought me a bottle of cougar crack for Mother's Day. Tell me more about the cougar crack. I am not familiar with that term. 180000 next Mother's Day. I dig it. Just throwing it out there. Short coin prediction 80,000 and 225 to 125 to 1mil. Send it. Note the US government does not have a bitcoin Treasury. What they have is criminally confiscated bitcoin. Far from a Treasury, a 401k could be changed into a Bitcoin backed 401k. My personal opinion is that if you can't get bitcoin and Hodl, you can have your 401k and Bitcoin ETFs, $1 million per Bitcoin by the end of the year 2026. Send it. What happens when humans are no longer the biggest bitcoin buyers? When AI agents, institutions and global payment rails all start competing for the same finite supply? Let me know down below. 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 forward to seeing you on tomorrow's episode. Hoddle.
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Commercial Narrator
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Eric Trump
Wayfair Every style, Every home.
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Bitcoin Market Analyst
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