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2339: 25,128 Bitcoin Bought In One Week - Congress Opens Institutional Floodgates
00:19:29
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the easy bitcoin is over. That phase has ended. What comes next gets violent because when giant capital stops watching and starts moving, markets don't drift higher. They gap, they reprice. And the late buyers get punished. Check this out. Strategy just raised enough capital this week week to acquire 25,128 bitcoin. Process that 25,128 bitcoin this week. That's not retail. That's not speculation. That's industrial scale accumulation. Meanwhile, Congress just passed the Clarity Act. The Senate vote looms and if this becomes law, institutional capital gets a cleaner path In. Now think about this setup. Giant capital is already accelerating before full regulatory clarity. Not after, but before. So? So what happens if the rails get cleaner while supply is already being absorbed at industrial scale? That's when $10 million Bitcoin panic stops sounding crazy. Because this is the part most people still miss. Bitcoin doesn't need mass adoption. It just needs capital concentration. A few giant buyers, a few balance sheets, a few pension committees, and a few treasury desk. That's it. Because Bitcoin is not priced at the margin by everyone. It's priced by whoever is competing for the available supply. And the available supp is not the same thing as the total supply. Yes, 21 million is the headline number. But that number is fantasy accounting. Millions are gone forever. Lost keys, dead wallets, satoshi Untouched stash, 1.1 million long term huddlers who haven't sold in years. Coins buried in coal storage. Meaning the real float is tiny. Now introduce institutional demand. Not curiosity. Not maybe, but actual allocation strategy alone is showing what happens when capital markets become Bitcoin. Acquisition machines raise capital. Buy Bitcoin, rinse, repeat. Now imagine that model spreading JP Morgan black rock clients, pensions, insurance funds, sovereign wealth funds, corporate treasuries, nation states. Not because they suddenly became Bitcoin maxis. Because incentives change. That's what regulation does not change. Bitcoin change. Access change, compliance, comfort change, institutional friction. And once friction drops, capital moves faster. That's why the Clarity act matters. Not because Congress blessed Bitcoin. Bitcoin doesn't need permission. Because giant institutions need cleaner rails before committees can allocate at scale. That's the distinction. And if those rails improve while strategy has already raised enough capital to acquire 25,000 bitcoin in a single week, what exactly happens to the price? Because supply doesn't respond, Bitcoin doesn't issue new shares. No emergency inventory, no dilution. No CEO pressing a button to create more. Just fix scarcity forever. And that's where this gets dangerous. Because institutions don't buy emotionally, they buy systemically. Mandates, models, thresholds, rebalancing. Meaning once certain boxes get checked, buying becomes automatic, not optional. That's how repricing gets violent. Not because everyone rushes in at the same time. Because giant capital starts stepping over each other for the same finite asset. That's what panic actually looks like. Not retail excitement. Institutional urgency. And the market is not prepared for that. Because most people still think Bitcoin moves like a speculative tech trade, they're wrong. At some point it starts behaving like strategic monetary property. And when that shift happens, price discovery changes permanently. That's why $10 million bitcoin isn't really the story. The story is this. What happens when trillion dollar capital decides waiting is the bigger risk. Because if strategy is doing this before cleaner regulatory rails, what happens after? That's the real question. And what price do institutions stop allocating and start panic bidding against each other? And that was the conservative version because the real numbers are even more aggressive. The capital already moving is bigger than most people realize. And the regulatory shift making this easier, that's happening in real time. So before anyone says this is just hype, jv, let me show you the receipts. Check this out. Strategy Stretch is estimated to have raised enough money to buy 25128 bitcoin this week. Massive buy incoming on Monday. More than likely the buys have already occurred, but he's going to make the announcement Monday when he files it with the sec, as he always does. Sailor Strategy on track to buy more Bitcoin in 2026 than any other year in company history Check out this chart. In 2020 they purchased 161000 Bitcoin. That was the same year they adopted Bitcoin for their corporate treasury. And then in 2021 53, 000 Bitcoin in 2022, 8,000 Bitcoin. That was a winter year. In 2023, 56,000 Bitcoin. Year of the having 2024 massive accumulation of 272,000. Then last year 2025 216,000 and already this year in 2026 146,369. And at the current pace they're on track to hit 1 million total Bitcoin accumulated by August of this year. And he's not stopping there. He has said numerous times his goal Is to collect 8% of the total bitcoin supply which will ever be in existence, which is roughly 2 million bitcoin. So he's almost halfway to his goal. 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 to 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 bon. When you spend $100 on a new Coinbase One card in the first 30 days through May 31, make your predictions and split five Bitcoin get started at coinbase.com/ford/btc news Join today at coinbase.com/forward/btc news to start your predictions. No purchase necessary. See rules and other ways to enter terms Apply to other offers. Futures SL 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. I'm Kiana and I leveled up my business with Shopify. Once I figured out that Shopify was a thing, I never turned back. I can create a site with my eyes closed. Shopify thinks ahead of us, you know, and it thinks about the customer more than anything. Every day I'm thinking about some other new business, but Shopify is doing it to me because it's so easy to use. It's like I can't stop. I'm addicted. Start your free trial@shopify.com welcome everyone to today's pod. This is episode number 2339. I'm your host JV alongside fed chair Nipinator. Keeping them nip Nathan. Today is May 15th. Now also this just in, $4.8 trillion. JP Morgan Chase just disclosed it bought 65,000 shares more of Bitcoin Treasury Company strategy and now holds a total of 564,000 shares valid at over $102 million. This is the fifth largest bank in the world and the largest bank in the United States. That's obviously Sailor on the right and Jamie the Tapeworm diamond on the left. So of course they're accumulating. And he has been for a very long time. Even when he was fighting bitcoin, making the rounds in the mainstream, he was pur hundreds of millions of dollars for his trading desk while threatening his own employees that they'd be fired for trading bitcoin. That's why he's Jamie the Tapeworm Diamond. And when there's snakes in the grass, bitcoin's the lawnmower. It's easy to tell. So also Strategy just announced it'll repurchase one and a half billion of his 2029 convertible notes using available cash reserves, proceeds from sales of securities under its ATM offering program or bitcoin sale proceeds. So he's just raising so much money, he looks like he's taking care of that many years in advance. So more power to him just makes the company that much more stronger. Also breaking news just in Abu Dhabi, sovereign wealth fund Mubadala bought more Black rocks Bitcoin ETF and now owns over $565 million of it. So the sovereigns are already getting their piece of the bitcoin piece, in this case through the largest Bitcoin ETF issuer in the world, which is BlackRock, which just so happens to be the world's largest asset manager. So how many other sovereign wealth funds have this type of exposure? Kind of like behind closed doors where we don't even know about it yet? Think about that and let me know in the comments. Shout out to all the early pioneers tuned into this podcast each and every day. And bottom line, you can't short your dorks. You can't afford that. This just in $1 billion strive just rang the bell live at the NASDAQ Stock Exchange. The ninth largest bitcoin holder in the world. Ain't no party like a bitcoin party cuz a bitcoin party don't stop. President Trump just disclosed holding 50 to 100,000 worth of Bitcoin treasury company strategy. So everybody owns a beast of sailor's company. Obviously they have faith in Michael Saylor, even our own president increasing his bitcoin exposure. So you already know. Yo breaking news. Senator Lummis absolutely dismantled all opposition to the Bitcoin and Crypto Clarity Act. This was yesterday. History was made. Here's a clip.
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This is a pro law enforcement bill and it's also a pro consumer bill. Consumers can now transmit money to 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.
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Learn how to properly self custody your bitcoin. Don't rely on the institutions or the ETFs when you can just do it yourself and be fully protected. Is there responsibility or liability? Yeah, but you got to learn how to do it. It's not rocket science. Any human being can figure it out, including 10 year old. So do what you got to do. But just be careful out there. There's a lot of dark forces that would love to take away your preload bitties and they'll come for you eventually in my opinion. I genuinely believe that eventually the US government will issue a Bitcoin seizure act the same way they did the 1933 Gold Seizure act and attempt to confiscate all your bitcoins. And the only way to protect yourself is self custody. Remember your seed phrase? The same way Cynthia Lummis just suggested. Because if that happens, how effortless would it be for the United States government to seize all the bitcoin being custodied by Coinbase, which custody sailors bitcoin as well as black rocks. All they'd have to do is have an executive order. In the name of national security, we must seize all the bitcoin and in return we're going to give you this cbdc, AKA Stablecoin, which is ultimately a digital dollar. It could be money that expires on a certain date, encouraging you to spend it versus saving it, when we all know bitcoin is the ultimate savings. It's mathematically guaranteed to increase your purchasing power and that's a threat to the forces of evil. And speaking of the Clarity Act, Senator Lummis told CNBC the big banks are trying to kill Clarity because they can't compete.
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This is some competition for them. They view it as competition that will hurt their ability to. To sustain the deposits they need to make loans. I disagree with that. They want changes that actually would go back to the Genius act we passed last summer and make changes to it. I think that they should embrace digital assets. It's going to be part of the financial products they can offer in the future. We're going to have a digital dollar, a digital bitcoin, digital alternative coins.
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Exactly. And if you missed the big news yesterday, the Congress, they did vote on the Clarity act and it did pass. Senator Warren was one of them who opposed and said no. And then she even had some very strong words to say during that meeting. But the next step is it's going to Senate and then the Senate votes on the Clarity act and once it gets approved by the Senate, it then goes to the president, gets his signature and then it's official. And. And that's when the banks have the green light and the institutions to start opening the floodgates. And that's where trillions of Dollars will start flowing into crypto and that's the game changer, which we're on the cusp of right now. And speaking of retard of the day, Senator Elizabeth Warren says the Crypto Clarity act will blow up the economy. Can't make this shit up. This was from yesterday's voting with Congress.
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It pushes more of the market into crypto and removes protections for investors and removes recall horse or victims. That is the wrong direction to go in.
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All right, when this blows up at
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the economy, I hope everybody remembers.
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I don't even have any words at this point. These are the retards in power and it's mind boggling how she's even a senator. But then again, she's just a puppet for the forces of evil, so it makes total sense she would oppose it. They don't want to embrace crypto. She's been against it this entire time. Just like all the previous administrations, the Biden administration, Obama administration, etc. But here's the deal. We finally got a pro Bitcoin president, administration and Fed chair, which is now official. Also, Senator Tim Scott said the Clarity act takes the side of everyday Americans, protects investors, strengthens national security and keeps America leading the world. Speaking of the Fed Chair, today is officially Jay Powell's last day as chair of the Federal Reserve. His resign of failure is finally over. Look at that face. Goodbye. Sayonara, adios. Try tomorrow. Nice to know you J Pal. But you're out. So if you're watching Mr. Jerome, go home and get your shine box shoeshine. J Pal Onramp Bitcoin just raised 12 and a half million Series A at 135 million valuation. The Bitcoin focused financial services platform is built on multi institution custody, meaning client assets are distributed across multiple institutional custodians rather than held by a single entity on ramp now Custody is over $1 billion in client assets with zero security incidents since founding as outlined here by Fidelity. And Fidelity, by the way, is one of the larger institutions in the world and they're the most bullish when it comes to Bitcoin. In fact, I have covered a one billion dollar Bitcoin price prediction by the Fidelity head of Macro by the name of Jurian Timmer who predicts Bitcoin to hit a billion dollars per coin by the year 2038. All I got to say to that
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Send it Breaking news. Gemini Shares just jumped 25% after the Winklevoss twins injected 100 million in Bitcoin into the exchange. And by this time you should be very familiar with the Winklevoss. They're the true founders of Facebook. Of course, if you watched, I think it was called the social network. Zuckerberg got all the credit and then they started the exchange Gemini, which is one of the larger bitcoin or crypto exchanges in the United States. And they're amongst some of the largest holders of bitcoin in the world. So they're extremely wealthy and they're doing quite well despite Zuckerberg sucker punching them and getting all the credit for the Facebook. Grant Cardone just shared with Gigi. His model is one bitcoin for every apartment unit he buys. 250 units equals 250 bitcoin per deal. Check out this clip. I'm wondering, is bitcoin outside of the Cardone model? No. We have fully embraced bitcoin with our real estate purchases. We probably will never ever do Ryan another real estate transaction without adding bitcoin. Our model right now is like for every unit we'd like to add one bitcoin. So we buy apartment complexes, let's say 250 apartment units. We buy large instruments, institutional quality real estate and we want to add at least one bitcoin for each unit. Well, there you have it. You can have your cake and eat it too. Grant Cardone doing big things in real estate. So even the real estate moguls, they recognize where the future's at, which is bitcoin. He already has over $200 million worth of Bitcoin exposure and I'm sure he's just going to continue to increase that as the rest of the billionaires are racing for bitcoin. Breaking news just in, just popped up on my phone. The world's most profitable hedge fund, Renaissance Technologies just disclose bought 1.17 million shares for 206 million worth of MSTR. And they now hold 2.13 million shares. A hundred and twenty three increase. They know what's coming next. And speaking of all these shareholders of MSTR let's not forget the largest is Vanguard. They own roughly 9% share of MSTR, making them the largest. Right behind them is BlackRock. And if you do a little more diligence and research into it, you'll soon discover that Vanguard and BlackRock practically own a piece of every major company in the S&P 500, including all the bitcoin companies. So are you starting to recognize what's happening right now? We have a massive accumulation of a finite limited supply asset we call Bitcoin. And there's hundreds of trillions of dollars worth of capital pools of money which the floodgates are opening Once that Clarity act gets officially passed by the Senate and signed by our potus. Game on. The floodgates open, trillions of dollars pour into Bitcoin. That gives the institutions, the banks and all the rest of them the green light they need to fully embrace the btc. But what are we noticing right now? Even before the Senate gives their stamp of approval, people are racing to the Bitcoin MSTR. 25,000 Bitcoin in one week. Unprecedented numbers. BlackRock in two years, with their Bitcoin IBIT ETF, they've accumulated over 820,000 Bitcoin. Sailor and Fink are neck and neck. And then we add in the sovereigns such as Abu Dhabi, over a half a billion dollars exposure. Then we add in the nation state adoption, the global hash war, the pension funds. It's all coming for that same finite asset we know is Bitcoin. What's going to happen to the price as a result? You already know it's going up forever. Laura. Lizzie needs to retire like 10 years ago. Preach. Fidelity's FBTC is the only US based Bitcoin ETF that has self custody. Fact most of them are using Coinbase as the custodian. But still. Note if you have bitcoin ETF exposure through Fidelity, though they self custody it's still still Nacho keys. Nacho cheese. Why buy MSTR when you can buy the actual underlying asset? Just makes no sense. One bitcoin will always equal one bitcoin. And that's the bigger picture. We often get sidelined by the temporary short term fiat price. Just like you can see that ticker on your screen. But the bigger picture, one bitcoin will always be equivalent to one bitcoin which is 100 million satoshis. And by the time we reach $sat parity, we're talking $100 million per coin. Send it now. What happens to the Bitcoin price when Wall street stops waiting for certainty and starts competing for whatever supply is left. And don't forget to check out bitcoin newsalerts.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 seeing you on tomorrow's episode. Hodl. We all prefer things a certain way.
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