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Today's episode of Bitcoin News Alerts is
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Bitcoin just entered a bidding war. And bidding wars for finite assets do not end quietly. Because once the biggest buyers stop waiting for dips and start fighting for the available supply, price discovery breaks violently.
Bitcoin Analyst/Commentator
Listen to this. Sailor just broke the bitcoin price conversation. 100,000 is irrelevant. $1 million is old news. Now the conversation is $16 million per bitcoin. And he said he'll still be buying there. Think about that. Because while most people still think bitcoin is speculative strategy literally just bought another 535 bitcoin. That brings sailor to 818 69. Bitcoin via strategy. Black rock now holds even more. So this is no longer a prediction. This is an accumulation war. And here's what most people still don't understand. This isn't about one billionaire or just one company. It's about a structural shift happening in plain sight. Because once institutions understand Bitcoin, they all behave the same way. Accumulate relentlessly, quietly. Then suddenly, very publicly, strategy isn't slowing down. They're executing a fixed plan playbook. Acquire the hardest asset on earth before everyone else realizes what's happening. And blackrock. Now they've surpassed strategy 821, 513 Bitcoin. Let that register. The world's largest asset manager now holds more Bitcoin than strategy. Together, That's a combined 1.64 million Bitcoin between just two entities gone, locked, unavailable. And we're still very early in this cycle. Now add the ETF machine spot. Bitcoin ETFs just recorded six straight weeks of net inflows at $3.4 billion that's the longest streak since August. One day alone brought nearly 1 billion in fresh buying. Even last week, another 622 million. This is not Taurus. This is not yellow money. This is pension capital advisor allocations and institutional treasury flows. Programmatic buying, the kind that doesn't ask for permission from crypto Twitter. And while this is happening, the legacy financial system is joining the war in UBS, a $7 trillion banking giant, now disclosing additional bitcoin exposure through strategy. That changes everything. Because the same institutions that once dismissed bitcoin are now finding ways to own it.
Host
Quietly at first, then all at once. And it doesn't stop there. Ricardo Selenas, Mexico's billionaire business titan, just openly shared his allocation. 70% bitcoin, 30% gold, 0 bonds, 0 stocks. Process that for a second. A billionaire with every possible asset class available is overwhelmingly choosing bitcoin. And his advice? Buy the dip. Think in decades dollar cost average because supply is fixed. This is what conviction looks like. And now here's where this gets dangerous for anyone waiting. Most people still think bitcoin's price moves because excitement increases. That's backwards. Bitcoin moves when liquid supply disappears. Demand is the trigger, scarcity is an accelerant. And right now both are colliding because strategy isn't selling. Blackrock isn't selling long term. Hodlers aren't selling. E tests are absorbing, banks are allocating, billionaires are concentrating and retail still thinks they're early because bitcoin is under six figures. That's the psychological trap. People anchor to today's price, institutions anchor to future scarcity. Completely different game. That's why sailor saying he'd buy at 16 million per coin matters. Not because you need to believe the exact number, but because it tells you how the largest bitcoin accumulator on earth thinks. He doesn't view bitcoin as expensive. He views not owning enough as the risk. That mindset is spreading. And once enough large players adopt the exact framework, price discovery becomes violent. Because what happens when trillion dollar institutions stop ask asking what's the price? And start asking how much is left? That's when bitcoin violently reprices. And if you think that story was extreme good because the actual data is even more aggressive. And people buying bitcoin right now are telling you exactly how they think. Check this out.
Michael Saylor
I'm happy to buy at 60,000. I'm happy to buy at 80,000. I'm happy to Buy at 120. I will be happy to buy at 200,000. 500,000. A million, two million, four million, eight million. 16 million. And people will make fun of me for doing it, but you know, bitcoin would be trading at 16 million a coin and they can make fun of me all they want.
For us.
The key is for us to just be steady. The rest of the market will set the price. We will, you know, buy 10 bitcoin might sell one bitcoin, buy 10 more, sell one more grind up. And I think it's, it's just good for everybody in the ecosystem. Everybody's winning.
Host
There you go. He'll be buying the top forever. And that's a excellent new interview just released yesterday with Scott Melker, the Wolf of All Streets podcast. I watched the entire interview and I enjoyed it. So shout out Scott and Michael Saylor. Check out some of this data. This is the latest just in spot Bitcoin ETFs record six straight weeks of net inflows. $3.4 billion in total. The longest streak since August of 2025. The strongest week was April 17th and last week was $622 million. And you can see neck and neck the bitcoin accumulation race continues. Blackrock more recently overtook Strategy and they currently have roughly 3,000 more Bitcoin. And you can see combined it's just staggering how much of the bitcoin supply is locked away between just these two entities. And this is also including MSTR's latest Bitcoin buy which was announced today from Michael Sailor. Now seven trillion dollar banking giant UBS just disclosed they bought more bitcoin via mstr. The world's largest institutions are buying the dip and getting their piece of the pie. Sailor tweeted this earlier today. Strategy acquired 535 Bitcoin for 43 million at 80,000 per Bitcoin achieving a Bitcoin yield to 9.4% year to date. And as of May 10th we hodle 818,869 Bitcoin acquired for $61.86 billion at an average price of 75,500 per BTC. And you can see the lead that strategy has versus all the other corporations
Bitcoin Analyst/Commentator
that have bitcoin on the balance sheet
Host
or bitcoin treasury plays. You got 21 which is behind them
Bitcoin Analyst/Commentator
with 43000 followed by Meta Planet and Mera.
Host
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Today is Pod Episode 2335.
Bitcoin Analyst/Commentator
Also, there's more and more companies acquiring Bitcoin. For example, Brazilian public company Orange Bitcoin buys an additional 5. Bitcoin now holds a total of 3732. BTC Coinbase CEO Brian Armstrong just confirmed to speak at the Senate tomorrow to pass the Bitcoin and Crypto market structure bill. Clear rules incoming for the United States of America and CNBC reports the first vote to confirm Fed Chair Kevin Warsh will take place today. A pro Bitcoin Federal Reserve it's coming. Big things happening.
Host
We're looking for clarity. About time. Also, President Trump says he wants to audit the 1.3 trillion dollar gold reserve over at Fort Knox.
Bitcoin Analyst/Commentator
He says, I want to see if the gold is even there. Let's dive a little deeper into this
Host
one because I'm highly skeptical that the gold reserves that's supposed to be at
Bitcoin Analyst/Commentator
Fort Knox are actually there because you know who controls the gold. The People that control the world, central banking cartels and such.
Host
And I'm just very skeptical that all the supposed gold would be there. I do remember when they did, you know, a video, there was Elon and
Bitcoin Analyst/Commentator
Trump kind of joking around like we should do a live stream and do a Fort Knox audit straight up. I'll be the first to volunteer.
Host
I'd love to live stream inside of
Bitcoin Analyst/Commentator
Fort Knox and see if all the gold is really there that's supposed to be there.
Host
And speaking of gold reserves, I really want you to pay attention here. Saylor laid out America's plan to Rug pull the bricks by adopting bitcoin and dumping gold.
Bitcoin Analyst/Commentator
This is mind blowing. Check it out.
Michael Saylor
Very simple idea is buy 20 or 25% of the Bitcoin network on behalf of the US government, catalyze the development of that world reserve capital network and then let all the Chinese and the Russians and the foreigners sell all their other assets and buy bitcoin. And then the money flows into the United States. If you want to put a great twist on it, dump your gold, sell all the US gold, buy bitcoin, then the trade is free because you could buy 5 million bitcoin for the cost of the gold. You will demonetize the entire gold asset class. And our enemies hold gold in their banks, so their assets would go to zero, our assets would go to $100 trillion and we would control the world's reserve capital as well as the world's reserve currency network.
Host
And Michael Saylor's being dead serious. So my question Trump, why don't we do exactly what Sailor just proposed?
Bitcoin Analyst/Commentator
Sounds genius.
Host
The fact we haven't done that yet is a little concerning. Why wouldn't we do that? Put all the gold reserves into bitcoin, you know, rug pull the bricks and all the enemies and the United States remains the bitcoin superpower.
Bitcoin Analyst/Commentator
It's a no brainer.
Host
Another idea, just print worthless fiat currency and buy up all the bitcoin. That's the liquid supply available on the exchanges. They say roughly 1.9 million BTC. Right now the United States has over 300,000 Bitcoin stockpile from its strategic bitcoin reserve which is all confiscated from criminals, drug traffickers, anti money laundering, tax avoidance. But we really got to get these rookie numbers up and I'm all for it. Short gold, you just can't short the biddy obviously. You dorks, we can't afford that. But anyways, I get excited hearing Saylor talk about that. Mexican billionaire Ricardo Salinas shares his portfolio
Bitcoin Analyst/Commentator
70% bitcoin, 30% gold, no bonds, no stocks.
Ricardo Salinas
My personal portfolio, the one that I manage myself and that I get to call in what asset I'm going to allocate to. Yeah, I'm pretty much all in. I got about 70% in Bitcoin related exposure and 30% in gold and gold miners exposure. So 70, 20, 30, that's it. I don't have a single bond and I don't have any other stocks except my own Bitcoin. You have to think 10 years and buy everything as you can. Not going to go anywhere except up
Host
there you have it. Gold is soft. Just look at Peter Schiff. There's only one hard asset on the planet and it's the apex predator by
Bitcoin Analyst/Commentator
the name of Bitcoin.
Host
Now he gave some sage advice there. Bitcoin is a long term strategy. Huddle for at least 10 years. Most of the people who do have life changing results, we're talking about generational wealth. Bitcoin is not get rich quick. It's not the lottery. The lottery is rigged. There's a reason Jeffrey Epstein won the lottery twice, you know. So stop wasting your money gambling it away and start stacking some sats and have a long term perspective. Dollar cost average, you can't time the top or time the bottom. You know, there's a lot of uncertainty in that. But one thing is for certain, we
Bitcoin Analyst/Commentator
can just stack sats knowing that one bitcoin will always be equivalent to one bitcoin. And that, my friend, is the big takeaway. Andrew Tate says, why would you buy a house when there's bitcoin instead we have bitcoin now.
Andrew Tate
Why would you buy a house when you can buy bitcoin instead? You buy a house, you have to pay property tax. You buy a bitcoin.
Ricardo Salinas
Done.
Andrew Tate
Unless you sell it. You haven't got to pay property taxes every month. The government can't take it from you because you lost it in a boating accident. Plus you get a higher rate of return. Plus you're geographically free. Plus you can liquidate it instantly without waiting years to sell it on the market. I'll just sell my house. So in 2029 I have money. There's the only point in buying a house now is if you're like me and you have hundreds of millions of dollars of spare money sitting around and you have so much crypto that it doesn't matter if you buy more because if crypto goes up, you've made it. So you just buy real estate because you just have to diversify.
Host
Bitcoin demonetizing real estate. The big point there is why would you buy house such as real estate as an investment when there's superior alternative investments such as bitcoin, which is so much superior in any way that you could measure it. And a great example to put it all into perspective, you can look at what real estate costs, for example, eight years ago, how many bitcoin it would cost to buy your average home in America and how much bitcoin. Today you can buy that same property just a fraction of a fraction of the cost. That's because the purchasing power in Bitcoin is mathematically guaranteed to increase you're purchasing
Bitcoin Analyst/Commentator
power against the dollar and to our advantage as bitcoiners.
Host
Everything is priced in dollars.
Bitcoin Analyst/Commentator
So whether you're buying the latest iPhone
Host
or if you were to buy a new home, obviously the price is going
Bitcoin Analyst/Commentator
to continue to drop in bitscoin significantly just as it has been doing relentlessly in the past 17 years. That's why you have real estate moguls such as Grant Cardone who is a billionaire, investing heavily into bitcoin, buying hundreds of millions of dollars worth because the writing is already on the wall now. The UAE now allows citizens to pay government taxes and fees in Bitcoin and crypto. Only a matter of time before the United States does the same thing. I mean, why wouldn't they allow you
Host
to pay your taxes in Bitcoin? BlackRock CEO Larry Fink says markets will rise and fall. Bubbles come and go.
Bitcoin Analyst/Commentator
The only thing that matters is staying
Host
invested through every cycle.
Larry Fink
It's not about if our market's going up or down. Is there a bubble in crypto or is there a bub bubble in technology? It's about being in the market throughout the cycle.
Host
That's it.
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Short and sweet.
Host
BlackRock Vanguard, the largest asset managers in the world have fully embraced Bitcoin and also like to throw it out there that Vanguard and BlackRock are the largest shareholders of MSTR Michael Saylor's company. In fact, they're the primary shareholders and all the top companies of the S P500. So they own a piece of literally. Today's episode of Bitcoin News Alerts is
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jack he says the Bitcoin white paper is one of the most seminal works of computer science in the last 30 years.
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You know, I think the Bitcoin white paper is one of the most seminal works of computer science in the last 20, 30 years. It's poetry. Beautiful thing about it is there's no one person setting the direction and there's no one person on the other side that can stop it.
Host
Yeah. I say Bitcoin is the most important and significant invention of our lifetime. And breaking news just in. You cannot make this up. Strategy. STRC has already raised enough capital to buy two 463 Bitcoin today with over $200 million raised in ATM proceeds. So this is not slowing down. These corporations, institutions, nations are all accumulating Bitcoin at unprecedented levels. We even have the machines, the AI which will soon be making trillions of transactions per day on the Bitcoin network according to the Tether CEO as well as the Light Spark CEO which we did a deep dive into yesterday. So what's going to happen to the bitcoin price when you have massive demand and a finite limited supply tapping into these massive pools of capital which exceed hundreds of trillions of dollars? Just the real estate market alone is north of $300 trillion. And bitcoins demonetizing these asset classes in real time. It's a phenomenal thing to witness. A lot of us may feel we're a little late to the party, but the reality is until the rest of the world wakes up and realizes what Bitcoin is and its significance to humanity having perfect money, we're still early. It's all a matter of perspective.
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I say it may be a little
Bitcoin Analyst/Commentator
late when we're priced at $10 million per coin, but at 80 GS, no brainer. Get in the game or forever remain on the sidelines, the choice is yours.
Host
Chris says, Crazy to think only 21 million people can have one coin. And as I referenced earlier, the reality is it's closer to 200,000 people because there's only a million Bitcoin addresses with one whole coin in it. And the average whole coiner has four or more addresses. So it's a very, very significant accomplishment to own a whole coin and be a whole coiner. So it's a blessing. Tammy, I was truly blessed to get a whole Bitcoin for Mother's Day yesterday.
Bitcoin Analyst/Commentator
Congratulations.
Host
That's worthy of a celebration.
Bitcoin Analyst/Commentator
This gong strike is for you and
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the rest of the hole coiners out there.
Bitcoin Analyst/Commentator
I mean, that's the greatest gift one can give. So blessings on blessings on blessings.
Host
STRC is back to par, so MSTR
Bitcoin Analyst/Commentator
will be accumulating the bitcoin this week.
Host
Exactly. Like I said, they raised over $200 million today, which means they can purchase another 2400 Bitcoin off the proceeds raised.
Bitcoin Analyst/Commentator
And the day is not even over yet.
Host
What happens when BlackRock, strategy, banks and sovereign capital all decide they still don't own enough bitcoin? Let me know down below like the video and subscribe because once the biggest buyers stop caring about price, Bitcoin reprices very fast. 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
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Date: May 11, 2026
Host: Bitcoin News Alerts
Tone: Assertive, conviction-driven, unfiltered
This episode covers the intensifying battle among major institutional players—mainly BlackRock and Michael Saylor's MicroStrategy (referred to as "Strategy")—for dominance over the Bitcoin supply. The host frames the competition as a structural market shift rather than a speculative trend, arguing that relentless institutional accumulation is rapidly depleting the liquid supply and setting the stage for explosive price discovery. The episode also features notable perspectives from Michael Saylor, Ricardo Salinas, Andrew Tate, and discusses global and political implications, including new SEC and Federal Reserve developments.
Host introduction:
“Bitcoin just entered a bidding war. And bidding wars for finite assets do not end quietly. Because once the biggest buyers stop waiting for dips and start fighting for the available supply, price discovery breaks violently.” (00:53)
MicroStrategy vs. BlackRock:
ETF Flows & Institutional Inflows:
“I'm happy to buy at 60,000. I'm happy to buy at 80,000. I'm happy to Buy at 120. I will be happy to buy at 200,000. 500,000. A million, two million, four million, eight million. 16 million. And people will make fun of me for doing it, but you know, bitcoin would be trading at 16 million a coin and they can make fun of me all they want.” – Michael Saylor (05:18)
“For us, the key is for us to just be steady. The rest of the market will set the price...I think it's, it's just good for everybody in the ecosystem. Everybody's winning.” – Michael Saylor (05:36)
Regulatory Landscape:
International Signals:
Bitcoin as Generational Wealth:
Bitcoin's Role in Demonetizing Other Asset Classes:
Societal Perspective:
This episode delivers a clear, bullish conviction: The era of “big money” bidding wars in Bitcoin has begun, and the acceleration of institutional accumulation is dissolving the old price anchors. Host and guests alike urge listeners to focus on supply scarcity and long-term holding, highlighting that true risk lies not in volatility, but in not owning enough Bitcoin as the re-pricing event draws closer. The episode wraps with a rallying call to ‘get in the game—before it’s too late.’
For the video version and live Q&A, go to bitcoinnewsalerts.net.