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Host
Today's episode of Bitcoin News Alerts is
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Host
wix.com Harmony Bitcoin just became dangerous. Not for holders, for anyone. Still waiting. Because once trillion dollar capital starts fight
Bitcoin Analyst
fixed supply, price discovery dies and bidding wars begin.
Host
I think that shift just started.
Bitcoin Analyst
Listen to this. The 10 million dollar Bitcoin frenzy has begun. Wall street just hasn't emitted it yet. Not because retail is buying, but because institutions are starting to compete for the same scarce asset. Here's what just happened. Bitcoin ETFs now control over a hundred billion dollars worth of Bitcoin. And this is still early. South Korea's 1 trillion dollar pension fund just increased is Bitcoin exposure. Also, JP Morgan increases Bitcoin holdings 170%. The new Fed Chair says Bitcoin is the new gold. Think about that. The Fed chair calling Bitcoin the new gold. But the real story this isn't about whether institutions want Bitcoin. That debate is over. The new question is what happens when too many giant pools of capital all decide that they need the same scarce asset at the same time. That's where ten million dollar Bitcoin stops sounding crazy. Because once that shift happens, price discovery changes forever. This week alone strategy raised enough capital to acquire 10,000 more Bitcoin. And since the time I publish this post they acquired another 10000 bitcoin via strc. Mind boggling. And El Salvador keeps stacking. Corporate treasuries keep growing. ETF inflows keep absorbing the supply. And Wall Street? They're still underexposed. That's the crazy part. The competition is still early. Most major capital pools are barely even allocated.
Host
In fact, some aren't allocated at all. Think about what happens if even a tiny allocation shift begins. 1% from pensions, insurance funds, corporate treasuries. Sovereign capital. That's not billions. We're talking trillions. Now compare that to the available Bitcoin. Not the total supply, but the liquid available supply. The supply looks bigger than reality. But that's very misleading. A massive percentage hasn't moved in years. Literally locked, held or lost, buried in cold storage, or owned by the people who aren't selling. So what happens when trillion dollar entities start bidding against each other for a shrinking float? And here's where this turns violent. Because institutions don't think like retail. Retail buys emotionally. Institutions buy systemically. Committee approvals, allocation models, risk frameworks, quarterly rebalanc. Which means once Bitcoin crosses certain thresholds, the buying can become automatic, not optional. Imagine what happens when the pension managers decide Bitcoin isn't speculative anymore, but required. When wealth managers start saying every portfolio needs exposure. And when nation states stop debating whether Bitcoin matters and start competing to secure reserves. That's when everything changes. Because the supply doesn't respond. Bitcoin doesn't issue more shares. There's no CEO, so no dilution, no emergency supply unlock. Just 21 million.
Bitcoin Analyst
Fixed forever.
Host
And every cycle more of that supply moves into stronger hands. That's why the phrase the institutions are
Bitcoin Analyst
buying actually understates the story.
Host
The real story is institutions are losing
Bitcoin Analyst
control of the price they hope to pay. The first phase was $100,000 bitcoin. Then a quarter million sounded crazy, then 1 million became the serious debate. But now $10 million per bitcoin enters the conversation for one reason. Not because Bitcoin changed, but because demand changed. The buyers change. The size of the capital. Now entering this market is unlike anything Bitcoin has ever faced. That's the part most people still miss. Bitcoin doesn't need everyone to buy. It just needs enough capital to compete for what's actually left. That's why $10 million bitcoin isn't some crazy prediction. It's a math problem. And at the moment institutions realize they're no longer accumulating quietly, but bidding against each other publicly, the frenzy goes vertical. So the question at what price do institutions stop allocating and start panic bidding against each other? Now what makes this dangerous is that none of this is theoretical anymore. The buyers are real, the capital is real. And the competition is already visible. Once you see these receipts, you understand why 10 million dollar Bitcoin stops sounding so crazy. Check it out. Bitcoin ETFs now officially hold over a hundred billion dollars in total assets. Wall street literally vacuuming up the bitcoin.
Host
This just in strategy stretch has raised enough money to buy another 10000 Bitcoin. Just today more than 94 of Bitcoin treasury companies hold fewer than 10,000 Bitcoin. Sailor just bought that amount in 6 hours. Unprecedented Bitcoin being absorbed from the markets permanently thanks to one man by the name of Mikey Saylor. Strive asst. Just announced it is launching daily dividends for SATA starting June 16th. The first US listed security to pay daily dividends 250 times a year. Check this out.
STRC Representative
Today I am proud to announce that SATA will be the first listed security in US capital markets history to pay daily dividends. Yes, daily. Not monthly, not weekly. Every business day. A 13 annualized dividend rate paid in cash approximately 250 times per year.
Host
That's massive. Obviously copying Saylor's playbook with STRC, which pays an annual dividend of 11 and a half percent, they're taking it a step further. I don't know how they're paying daily, but 13% is unheard of. So what is happening is something I describe as game theory where you have multiple companies looking to do the same thing. Competing for who's going to absorb the most of the bitcoin supply by allocating the capital that they raise through these vehicles. So another one bites the dust. And maybe Sailor will be even more competitive now that they see there's a 13 dividend he's competing against. But the bigger picture, they're all competing for the same finite limited supply of your bitties. Coinbase is bringing in pro basketball coach Lethal Shooter to see if you can actually out predict a pro for a share of 5 bitcoin. Get more correct than lethal shooter, split 5 bitcoin and get a chance at a private coaching session in LA to perfect your jump shot. 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 with the Coinbase One card. If you trade crypto regularly, the membership can easily pay for itself. Plus the million dollar streak prize pool is still live. You can also get 20% off the 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 through May 31st. Make your predictions and split five Bitcoin. Get started at coinbase.com BTC News Join today at coinbase.com BTC News to start your predictions. No purchase necessary. See rules and other ways to enter terms apply to other offers. Futures Slash swaps via Coinbase Financial markets risk of 100% loss payouts event based not investment advice not available in Nevada. 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
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Host
Welcome everyone to today's show. This is pot episode 2338. Very significant day today in the Bitcoin sphere. The Clarity act officially passed and the market started ripping. Also South Korea's 1 trillion dollar National Pension Service NPS just disclosed purchasing another 207000 shares of of MSTR valid at 37 million. They now hold the total of 821,000 shares valued at almost $148 million. This is the world's third largest pension fund. So Korea is getting a piece of their bitty through strategy mstr and every day there's more and more of these
Bitcoin Analyst
plays which we cover.
Host
Also the first nation state DCA in human history. While the world debates entry, El Salvador
Bitcoin Analyst
keeps front running the future. One Bitcoin every day no hesitation and permissionless.
Host
And here's the proof of work from the Bitcoin office.
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El Salvador just bought more Bitcoin.
Bitcoin Analyst
Their new strategic Bitcoin reserve total 7651 BTC and they're averaging more than one Bitcoin per day which you can see here. In the last 30 days 31 Bitcoin purchased and in the last seven days eight Bitcoin purchase. So shout out to Bitcoin country, Bukele and the rest of my El Salvador and fam. Bukele didn't just build the country, he built the replicable Opera operating system. If nation states can now download the Bukele playbook which they can. The FIAT era ends faster than anyone thinks. Bitcoin Country Exporting Sovereignty this is my post off the back of this breaking news. Max Kaiser shares the Bukele boxes in pre production. Other countries who want to do things the Bukele way will now be able to with the availability of a digital AI twin a President Bukele, can you say the global hash war is accelerating? This is actually quite exciting. Shout out Max Kaiser, the one and only high priest. Also breaking news, the CME Group launches Bitcoin and crypto index futures starting June 8, 2026.
Host
The new federal Reserve chair, Kevin Warsh of the United States said, bitcoin is the new gold. It makes sense in a portfolio. Check it out.
Federal Reserve Chair (Kevin Warsh)
I think that bitcoin does make sense as part of a portfolio in this environment where you have the most fundamental shift, for example, in Monet since Paul Volcker. This is a big shift that we're seeing under the Powell Fed, rightly or wrongly. So I'm not surprised in a period of dollar weakness where bitcoin's doing what it's doing. And I'd also suggest that part of the move in bitcoin is taking some of the bid away from gold. I think if bitcoin never existed, gold would be rallying even more right now. But I guess, guess if you're under 40, Bitcoin is your new gold.
Host
Well, there you go. The Fed chair is officially telling people that bitcoin belongs in your portfolio. This is the first time we've had a pro bitcoin Fed chair. I also got a breaking update regarding strc. They have now raised enough money today to purchase another 13,491 Bitcoin. That's 30 times the daily amount of mined Bitcoin. One company, 30 times the supply. And the day is not even over yet. It's only 420. Holy is all I got to say to that. But I'm Italian. I shouldn't say holy. I say holy cannoli, you know, or if I was, I guess I am in Puerto Rico. Holy guacamole. But this is the big news today. Breaking U.S. senator, just casually explain how you can store bitcoin in your brain during a legislation markup.
Senator Cynthia Lummis
Consumers can now transmit money between them faster and cheaper than they can now. It provides a level playing field, regardless of whether you live in Rwanda or Queens, New York, about transmitting money faster and cheaper. It provides a woman who's trying to get out of a battered, miserable marriage the opportunity to walk away with her money in her head. It provides people who are being tortured in foreign countries the opportunity to walk away from that country with their money in their head. Because bitcoin can be memorized.
Host
She hit the nail on the head. Bitcoin is unconfiscatable. Remember your recovery seed phrase and there's nothing anyone can do to take that away from you. Very powerful example being expressed by Cynthia Lummis. Now the big news is the Senate Banking Committee did pass the Clarity act in a 15 to 9 vote. The bill now goes to the full Senate. I'm sure you heard Senator Warren.
STRC Representative
No.
Host
But good news, Clarity act has finally passed in the United States and we'll move on to the Senate. $18 billion asset managers just told CNBC bitcoin will rise back to all time highs this year. 35 million investors are buying the dip.
Etoro Representative
We see retail investors on Etoro actually buy the deep. We do expect later this year to start seeing crypto rising back to, you know, near all time high and that will drive crypto engagement and volatility in commodities seems to to be just elevated over the last six months.
Bitcoin Analyst
So apparently the Etoro investors are buying the deep. I don't know what that means, but clearly he means dip.
Host
Kind of hilarious.
Bitcoin Analyst
Trump has never had alcohol in his life. China gave him a beverage to toast and Trump drank it. This is very subtle but strong statement on who's really in charge. Yeah, part of doing business in China, you must drink alcohol. I'm aware because I spent 13 months living in China very long time ago. But it's part of their culture.
Host
Today's episode of Bitcoin News Alerts is
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Host
5 trillion dollar JP Morgan just disclosed they increased their Bitcoin holdings by 170% to $400 million.
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Why so bearish?
Host
Jamie the Tapeworm diamond. Yeah, this is that same guy that
Bitcoin Analyst
was doing the rounds on the media
Host
back in the day a few years back, fighting bitcoin and threatening his own employees that they'd be fired for touching or trading it. And at the same time he was buying hundreds of millions of dollars worth of bitcoin for his own trading desk. That's Jamie the Tapeworm diamond for you. Now here's an interesting clip of Michael Saylor.
Michael Saylor
Bitcoin is digital capital. Let's start with the basics. It's decentralized with a limited supply of 21 million. It's digital gold. The GR shows its value rising. And remember Hadel hold on for dear life. Ah, I get it now.
Host
So Michael Sailor's making the rounds even on the cartoons. I'm pretty impressive Michael. You're like everywhere at once. You're the new zeitgeist. But anyways, as you can see, a historic day has occurred for Bitcoin. We finally got the Clarity act passed. The markets are pumping, the institutions are accumulating, the corporations like Sailor. And just this week alone he has raised enough money to purchase roughly 25000 Bitcoin. So I'm sure there's going to be a massive announcement Monday when he files
Bitcoin Analyst
it with the sec and expect to
Host
see the Sailor tracker posted by Michael himself this Sunday.
Bitcoin Analyst
Now what about all the other companies in the world that haven't adopted Bitcoin?
Host
How many more meta planets or 21s or strategies are going to be birth and start accumulating Bitcoin? How many more nation states or trillion dollar pension funds will start acquiring Bitcoin? And what do you think that' do to the bitcoin price when you have a finite limited supply asset which is perfect money, in this case Bitcoin and you're tapping into hundreds of trillions of dollars pools of capital which are untapped right now and if only a small percentage of that capital flows into Bitcoin, which it will, what's going to happen to the price? Let me know your thoughts in the comments. Why buy Bitcoin in a Bitcoin derivative paper ETF or a stock offering like MSTR when you can own your stack of sats and take them off the net? Bueller and you make a great point. Nacho keys. Nacho cheese as they say. Warren thank you. Not Warren G. Ms. Warren. She can go herself and so can her handlers and the forces of evil that represent Liz Warren. When at first you laugh at them, then you verbally attack them and then you just buy some sats. All hail the Nipinator, the Lickinator, the Indicator, the Isolator, the Motivator, all hell. Fed Chair Nipster breaking strategy, raised enough capital this week to buy 25000 Bitcoin.
Bitcoin Analyst
Damn I'm good.
Host
Today was STRC's second largest day ever.
Bitcoin Analyst
I'm stacking sats like it's Max and Stacy. I'm stacking sats because tax is crazy. Look at that.
Host
25000 Bitcoin acquired already this week. Senator Warren when this blows up at the economy I Hope everybody remembers Mr.
Bitcoin Analyst
Chairman,
Host
Bitcoin is going to blow up the economy and she hopes everyone remembers it.
Bitcoin Analyst
We have been warned. There you go.
Host
Retard of the day.
Bitcoin Analyst
Senator Warren Fox A Hontus is one of the most financially illiterate people on the planet.
Progressive Insurance Advertiser
Well, she's just a a puppet for
Host
the forces of evil. Obviously she don't have two brain cells of her own. What happens to the bitcoin price when the institutions stop accumulating quietly and start bidding against each other publicly? 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. Hodl.
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Episode 2338: Bitcoin ETFs Cross $100 Billion - $10M Frenzy Accelerates
Date: May 14, 2026
Host: Bitcoin News Alerts
This high-energy episode explores the seismic shifts in the Bitcoin landscape as institutional adoption reaches unprecedented levels. The host and guest analyst dissect recent milestones—most notably, Bitcoin ETFs surpassing $100 billion in holdings, and institutional accumulation intensifying to the point where a $10 million per Bitcoin scenario is openly discussed. Legislative changes, such as the passage of the Clarity Act, are covered alongside the accelerating game theory among companies and nations as they compete for Bitcoin. The episode skillfully weaves commentary, data, and memorable moments into a compelling narrative for Bitcoin maximalists.
The Institutional Shift
“The $10 million dollar Bitcoin frenzy has begun. Wall Street just hasn’t admitted it yet.” — Bitcoin Analyst [01:05]
“Bitcoin ETFs now control over a hundred billion dollars worth of Bitcoin. And this is still early.” — Bitcoin Analyst [01:07]
Global Institutions Join In
South Korea’s National Pension Service (NPS), with $1 trillion in assets, has significantly increased its exposure to Bitcoin via MicroStrategy (MSTR) shares.
“South Korea's $1 trillion pension fund just increased its Bitcoin exposure.” — Bitcoin Analyst [01:08]
JP Morgan increases Bitcoin holdings by 170%, now worth $400 million.
“$5 trillion dollar JP Morgan just disclosed they increased their Bitcoin holdings by 170% to $400 million.” — Host [15:28]
ETF inflows continue absorbing supply, but many large capital pools remain underexposed, meaning the “competition is still early.” [01:56]
Game Theory at Play
“STRC...will be the first listed security in US capital markets history to pay daily dividends...A 13% annualized dividend rate.” — STRC Representative [06:08]
Locked Supply & Institutional Bidding
“A massive percentage hasn’t moved in years. Literally locked, held or lost...or owned by the people who aren't selling.” — Host [02:50]
Systemic, Non-Emotional Buys
“Once Bitcoin crosses certain thresholds, the buying can become automatic, not optional.” — Host [03:07]
Trigger Points for Frenzy
“That's not billions. We're talking trillions.” — Host [02:37]
US Clarity Act Passes in Senate Banking Committee
“Clarity act has finally passed in the United States and we'll move on to the Senate.” — Host [13:36]
El Salvador: The Sovereign Playbook
El Salvador continues its nation-state DCA (Dollar-Cost Averaging), buying over 1 Bitcoin daily and setting a global precedent.
“El Salvador keeps front running the future. One Bitcoin every day no hesitation and permissionless.” — Bitcoin Analyst [09:52] “New strategic Bitcoin reserve: 7,651 BTC.” — Bitcoin Analyst [10:03]
Max Keiser actively supports and seeks to export the “Bukele Playbook,” possibly with digital AI versions to help other nations replicate El Salvador’s model. [10:27]
US Federal Reserve Chair Lays It Down
“I think that bitcoin does make sense as part of a portfolio in this environment...if you're under 40, Bitcoin is your new gold.” — Fed Chair Kevin Warsh [11:15-11:48]
Senator Cynthia Lummis: Bitcoin for personal sovereignty
“It provides a woman...the opportunity to walk away with her money in her head...Because bitcoin can be memorized.” — Sen. Lummis [12:34-13:10]
Michael Saylor Setting New Precedents
“Saylor just bought that amount in 6 hours. Unprecedented.” — Host [05:31]
Host and Analyst Banter
“Retard of the day...Senator Warren Fox A Hontus is one of the most financially illiterate people on the planet.” — Analyst [18:36]
The episode delivers on its promise of raw, unfiltered Bitcoin maximalism. The takeaway: institutional capital is now the dominant force in Bitcoin’s market, fundamentally reshaping the game and making hyperbullish price targets plausible, even mathematical. The blend of regulatory progress, corporate game theory, and nation-state accumulation sets the tone—either you stack sats, or you’re left bidding against the world’s wealthiest entities.
Final rallying cry:
“Stack hard. Stay sovereign. All hail the Nipinator, the Lickinator, the Indicator, the Isolator, the Motivator, all hell. Fed Chair Nipster...” — Host [17:26]