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2341: Michael Saylor Predicts $50M Bitcoin - Nation-State Reserve Race
00:19:44
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- [00:00]
A
Drama, romance, competition, Chaos. Welcome to reality TV with Hulu on Disney. Featuring the hottest reality TV. Every day. Turn on larger than life docusoaps like season four of the Secret Lives of Mormon Wives and the hit new series Love Thy Nadir featuring superstar model Brooks Nader and her sisters. Obsess over the seasons of iconic dating shows like Love Island UK and Farmer Wants a Wife. Get hooked on irresistible food competitions like MasterChef. Dive into hit game shows like Celebrity Family Feud and revel in show stopping fashion competitions including the one and only Project Runway. It's the very best of reality tv. Every single day, all in one place. Every tear, every triumph, every jaw dropping twist. This is where reality lives. This. This is where Hulu gets real. Stream now on Hulu and Hulu on Disney for bundle subscribers. Terms apply.
- [01:01]
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- [01:31]
C
Bitcoin just became a geopolitical weapon. Not retail. Not ETFs, governments. And what happens when nations realize that another country got their first? That's not investing. That's checkmate. Listen to this. Michael Saylor just said bitcoin's going to $50 million per coin. Not 500,000. Not a million. 50 million. Now ask yourself this. What has to happen for the most aggressive corporate bitcoin buyer on earth to say that out loud? Because people keep hearing these numbers and assuming this is just another bitcoin hype cycle. It's not. The board just changed. Bitcoin's no longer competing for retail investors. It's no longer competing with tech stocks. It's no longer even competing with the gold bugs. And it's entering an entirely different game. Strategic reserves. National balance sheets. Global power. Brian Armstrong just floated this. A Future where the US holds over $1 trillion in Bitcoin reserves. Let that sink in. Not a hedge fund. Not a billionaire. The United States of America. Because once the conversation shifts from individuals buying bitcoin to governments holding Bitcoin, the rules change completely. This stops being a speculative asset story and starts becoming a strategic reserve story. And at the same time, Senator Cynthia Lummis just warned. If the United States buys bitcoin, China and Russia will be forced to follow. She says the next arms race will not be for weapons. Meanwhile, Italy's largest bank just disclosed a $235 million Bitcoin position. And Michael Sailor, he just posted the Sunday signal again. Bitcoiners know what that means. Another big bitcoin buy already happened. Tomorrow is just the disclosure. Are you starting to see the pattern? This is what checkmate looks like. Because once bitcoin becomes a strategic asset, the game changes completely. Think about how nations historically behave around gold. Countries didn't wait politely, they accumulated aggressively. Because monetary advantage matters. Now replace gold with an asset that is harder than gold, more portable than gold, instantly transferable, perfectly scarce, and cap forever at 21 million. Now ask yourself what happens when one government realizes another got there first. That's checkmate. Because once one major nation moves seriously, everyone else is forced to think differently. No country wants to be last. No nation wants to be caught with zero bitcoin. No sovereign wealth fund wants to watch another nation front run them. That's when price discovery breaks people's brains. The because what people still don't understand is this. Bitcoin does not need everyone. It never did. Just a few giant buyers changes everything. A sovereign wealth fund, a central bank, a Treasury department, a pension allocator. A handful of strategic players can absorb years of available supply. Because Bitcoin's headline supply and Bitcoin's liquid supply are not the same thing. 21 million exists in theory, far less exist for purchase. Consider lost coins, cold storage, long term holders, strategic treasuries, dead wallets, and now corporate balance sheets. That's why this reprices violently. Not because everyone buys. Because enough powerful buyers do. Because most people still think bitcoin reprices gradually. Nice and orderly. That's not how supply shocks work. They happen when buyers get bigger. Retail was one phase, ETFs were another. Corporations changed the pace. Nation states changed the entire board. And if Sailor is right, $10 million isn't a crazy number. 50 million is. Because at that point, Bitcoin isn't just an investment, it becomes a monetary infrastructure. And once that happens, the question stops being should I buy Bitcoin? The question becomes how much Bitcoin will be left by the time governments start panic buying. Now here's what breaks people's brain. Everything I just described is already happening. It's not theory, not someday. It's right now. The fingerprints are everywhere. Banks, politicians, corporate buyers and Michael Sail. So enough theory. Check out this clip from Michael Saylor.
- [05:40]
D
It's going to go from 2 billion to 20 billion to 200 billion to 2 trillion to 20 trillion to 200 trillion to eventually 300, 400, 500 trillion dollars. And where is that capital going to come from? It's going to come from Russian real estate, it's going to come from Chinese private equity. It's going to come from everything in Africa, everything in South America. It's already happening. It's unstoppable. For me to say bitcoin's going to demonetize gold understates it. Yeah, it's going demonetize gold, then it's going to demonetize the real estate. That's 10x more than gold. Then it's going to demonetize every long term store of value. We have the opportunity to in essence just grab 10, 20, 25% of the network and when the dust settles, the American people will own 25, 30% of that capital.
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C
And there you have it. Very powerful speech by Saylor. Can you see Russia, China and all the other major nations of the world racing to acquire bitcoin? Just like the United States started the bitcoin strategic reserve and is now stockpiling confiscated bitcoin. What if we were to do what Sailor proposes, which is trade our gold reserves and swap it for bitcoin and get 20% of the bitcoin network, 20% of the bitcoin that will ever be in existence. Or we can just sell our worthless treasury bills, trade it for the hardest asset known to mankind. We can print the money out of thin air. Remember, there's nothing federal about the Federal Reserve and they don't have any reserves. So there's a lot of plays here for nations such as the United States. Let me know if you think we'll actually do that, considering right now we do have the only pro bitcoin administration we have ever had in the USA Prior was Biden with the war on crypto and Obama with the war on crypto. But times have changed and we've already come a very long ways. 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 and 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 Struggling with weight that
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Welcome everyone to today's show. It's pot episode 2341. I'm your host JV alongside the fed chair nipinator. Today is May 17th, 2026. Happy sat stacking Sunday. Now let's take it a step further. Another big Bitcoin buy has already happened. I'm estimating another 25000 Bitcoin acquisition will be announced tomorrow because Sailor just posted the infamous strategy tracker today on X which is a precursor that tomorrow when he makes the announcement with the sec, he'll make the announcement with the rest of the world. And he did raise a massive amount of money this week to acquire more Bitcoin. Coinbase CEO said the US government can own over $1 trillion in Bitcoin reserves. Check out this clip.
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E
But I think it's clear at this point that you know Bitcoin is a better form of money than gold. It is provably scarce, just like gold, but it's more portable and divisible so you can actually use it has higher utility, I would say. And it was the performing asset of the last 10 years. And so for store of value, I think it's going to be important for governments to hold this over time. It may not. It might start with being 1% of their reserves, but I think over time it'll come to be equal to or greater than gold reserves.
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C
Well, there you go. Gold is the poor man's Bitcoin. I do agree. Maybe allocations start very small, but over time they're only going to escalate. As bitcoin arms race continues all around the world. And this is what Max Kaiser prophesied many years back. He said there would be a global hash wars of nations competing to collect Bitcoin when everyone else was saying they're going to ban Bitcoin. However, governments have taken a completely different stance and it's all playing out in real time now. Senator Lummis says, I encourage people to buy and hold. I encourage them to save bitcoin for their retirement, their future. I encourage people to buy and hold. I encourage them to say bitcoin for their retirement, for their future. And that's because as the Congress spends trillions and trillions of dollars and is flowing, flooding our economy and the world economy with US Dollars, there's no way
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that we cannot debase the value of the US Dollars.
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And the big news this week is the Clarity act finally passed Congress and next is to be voted on with the Senate and the House. And if it passes the Senate and the House, it gets the signature from Trump and becomes law. And that gives the institutions, the banks and all that capital, we're talking hundreds of trillions of dollars worth of money to flow into Bitcoin. And that could happen before July 4th, Independence Day. Fingers crossed. We'll soon find out. But we are one step closer. Checkmate. We won. This is major news just came in. Iran wants Hormuz insurance paid in Bitcoin. I'm going to read this to you. Listen up. Iran has launched Hormuz Safe, a platform offering digital maritime insurance for ships transiting the straight of Hormuz. With payments settled in Bitcoin, Iran's Ministry of Economy has been developing the initiative since April. The officials estimate it could generate over $10 billion in revenue. Timing matters. Weeks ago, the OFAC froze 344 million in USDT held in wallets attributed to the Central bank of Iran with links to the irgc, Qods Force and Hezbollah. Tether complied and froze the wallets on April 2023. Now by settling in bitcoin instead of stable coins, Iran is explicitly routing around the enforcement mechanism that just cost them 344 million. Bitcoin has no freeze function, unlike tether and all the other stable coins. You must be aware of this before the official launch. Greek maritime risk firm Maris warn that unknown actors claiming to represent Iranian authorities were already sending messages to ships demanding transit fees in Bitcoin for safe passage. At least one oil tanker was attacked after falling for what appeared to be a related scam. The Straight or Hormuz handles roughly 20% of the global oil supply. Iran is positioning itself as the de facto insurer of the world's most critical energy choke point, using Bitcoin as the payment rail, specifically because it can't be frozen or seized. So this is absolutely massive. They can freeze all other cryptos it seems if they can freeze Tether USDT because they claim you're a terrorist or a bad actor, they can do that with any other cryptocurrency. That's the power of the government. They cannot do that with Bitcoin. Only Bitcoin is safe. You can't tariff Bitcoin and you can't put sanctions on Bitcoin. And it's a beautiful thing. And the world leaders are starting to recognize this. So this is absolutely massive. And again, breaking news just in. Now Larry Leopard says it's kind of ironic that the simplest and best way to get rich is to do nothing. You just buy bitcoin and forget about it.
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E
It's kind of ironic that the simplest and best way to get rich is to do goddamn nothing. Seriously, you just buy bitcoin and forget about it. Just go live your life knowing that your future economic well being is in the most secure growing network in the world and it'll always be there. And year you come back to it and you'll say, gosh that's nice, I'm wealthier now.
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And Larry Leopard makes some great points. Shout out to him and his book the Big Print. Bitcoin is that simple. Buy it and forget about it. And if you can do that, maybe you can become rich. But most people can't do the simplest things in life. It's like the biggest challenge in the world is doing nothing. Instead they decide to trade for shitcoins and trying to get rich overnight and they end up losing everything. I've seen it over and over and over Again, unfortunately. Now this just in.12 trillion dollar. Vanguard just bought 1.7 billion worth of Bitcoin via MSTR. Sailors company, the biggest fun company in the United states. That's right. BlackRock and Vanguard are the largest asset managers in the world. And ironic enough, Vanguard is already the primary shareholder of MSTR as well as all the other major companies in the S P500, right alongside black Rock. They control the world. This is the old money. And the old money is flowing into the new money. They all get in the bitcoin exposure because they know what's coming. Now this just in. 1 trillion dollar South Korean pension fund. NPS just bought 40 million more worth of MSTR. More Bitcoin exposure. Sailors onboarding nations, the next global reserve currency. Incoming, send it. So as you can see, a pattern. Every day we're sharing more and more nations adopting bitcoin, whether direct exposure, indirect through vehicles like MSTR or black rocks. I bit. Italy's largest bank in Tessa San Paulo just disclosed buying 235 million worth of Bitcoin. They're all coming. Come on now. Shout out all the Italians out there holding it down. My pazanas and pazanos. Respect. Keep stacking the sets. Michael Sailor just announced he's buying more bitcoin. He already has roughly 4% of all the bitcoin that will ever exist. The greatest accumulator of the scarcest asset in history.
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Which one's the best crypto asset? Well, bitcoin is the best crypto asset. Okay. What's the second best? There is no second best. There is no second best crypto asset. There's a crypto asset. It's called bitcoin. Right. This entire idea of like 60% dominance is bullshit. Ridiculous, Stupid, right? Like, it's stupid.
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C
And that may be the most viral Saylor clip of all time. There is no second best. Classic Mikey Saylor. Check this out. This is a clip with Dave Portnoy. He did.
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We bought 250 million at like 11,800 coin and then it crashed 20%, Dave. Yeah. And we lost $40 million in the next week and a half. Like, and that was.
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What are you doing when that happens? Are you. Are you, like.
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I'm figuring out how to buy the next 250 million because, like, I'm in.
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C
You're in.
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Once you're committed, you're in. You know, and I'm like, I'm going to ride it to zero or we're going to win. But I've decided I want to win. And I knew that If I didn't play the game, I was certainly going to lose.
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And there you go. Let me know if you guys have ever seen that clip. Portnoy still don't get it. Mr. Cabbage hands Portnoy. He always buys the top, sells at the bottom, has a and then he moves on to the next shitcoin. I remember he did it with Safemoon, he did it with xrp and he also did it with Bitcoin. Some people just will never learn. Just stick to bitcoin.
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Drama, romance, competition, chaos. Welcome to reality TV with Hulu on Disney. Featuring the hottest reality tv. Every day turn on larger than life docusoaps like season four of the Secret Lives of Mormon Wives. And the hit new series Love Thy Nadir featuring superstar model Brooks Nader and her sisters. Obsess over the seasons of iconic dating shows like Love Island UK and Farmer Wants a Wife. Get hooked on irresistible food competitions like MasterChef. Dive into hit game shows like Celebrity Family Feud and revel in show stopping fashion competitions including the one and only Project Runway. It's the very best of reality tv. Every single day, all in one place. Every tear, every triumph, every jaw dropping twist. This is where reality lives. This is where Hulu gets real. Stream now on Hulu and Hulu on Disney for bundle subscribers. Terms apply.
- [18:53]
B
It never happens at a good time. The pipe bursts at midnight. The heater quits on the coldest night. Suddenly you're overwhelmed. That's when Homeserve is here. For $4.99 a month, you're never alone. Just call their 24.7hotline line and a local pro is on the way. Trusted by millions, Home Serve delivers peace of mind when you need it most. For plants Starting at just 4.99amonth, go to homeserve.com that's homeserve.com not available everywhere. Most plans range between 4.99 to 11.99amonth your first year. Terms apply on covered repairs now.
- [19:23]
C
El Salvador is now the first country to teach bitcoin to all students seven years or older. It's all about the future. And the future is all about the kids. So massive respect to bitcoin country and President Bukele for doing it the right way. Educating the youth about bitcoin. Imagine when all the public schools in the United States are teaching bitcoin. But instead our educational system, government education is funded by the Rockefeller foundation and they teach us nothing but propaganda and keep us ignorant by not teaching us about bitcoin and teaching us about money and how it works. Bukele is doing the polar opposite. He's giving the youth a true education. So I love bitcoin country. The moment Pompliano shuts down the argument the bitcoin is too volatile to be used as a savings asset. Check this out. The volatility on this thing is way too high for anybody to call that a savings account. I mean, you may like it, but I think that's a bridge too far right now, isn't it?
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Over the last 30 years, the US dollar has lost 50% of its purchasing power. So in my lifetime, $1 now buys you 50 cents of service and goods. And so when you think about that, the most volatile asset that most people hold is the dollar and they're on the wrong side of volatility. Bitcoin, on the other hand, over a long period of time appreciates. And so the best statistic to look at this is in 2016 the average median home was about $280,000. Today it's over 400,000.
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E
Right.
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So 50% increase in the average home in America during that same eight year period. It used to cost 664 Bitcoin to buy that home. Today it costs 6 Bitcoin. It has been a 99% reduction in the cost of a home in America.
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C
If you held bitcoin mind boggling, eventually there'll be a day where the Average home is 0.1 Bitcoin or 0.01 Bitcoin. It's a comment. Because with bitcoin it's doing the opposite what the dollar does with the dollar, they just print endless amounts of money. That's why we're close to $40 trillion in debt. And it decreases your purchasing power. It's a mathematical certainty. Add more supply, it makes your dollars more worthless. Bitcoin is the opposite. The first time we have perfect money, a finite limited supply asset can only go up as they continue to print money. CARDANO Founder I've lost more money than anyone listening to this. I've lost over $3 billion. Now say, Charles, you're rich. You can ride it out. I've lost more money than anyone listening to this. Over $3 billion now. It'd have been real easy to cash out, walk away. And do you think I honestly care if I lose it all? Do you think I'm doing this for money? You're pretty mistaken if you do. There's a reason I'm not in the Epstein files. There's a reason I didn't get rolled up in ftx. There's A reason why when all these scandals seem to happen, my name doesn't seem to be ment in them. Yeah, bottom line, I don't trust Cardano's founder Charles Hoskinson and I don't believe a word he says. I'm not going to get into the weeds right now, but let me know if you believe he is. Of the day. Yes or no? Holler. In the comments, billionaire Jack Dorsey said blackrock and the big banks can't stop you from using bitcoin. We don't need their permission. That's right. Sovereign beings don't need permission from anyone, especially the forces of evil.
- [22:20]
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Eric Trump said, you want to buy something? You know, you, you could send me a million dollars worth of bitcoin, right? Hit my wallet in three seconds and you practically pay zero fees. Like, tell me that every financial institution in the world isn't pissed off about that. Oh yeah, they want to extract the fees. They, they want as many middlemen as humanly possible because that's what keeps their 70 story buildings lit and alive. And, and their, their CEOs making hundreds of millions of dollars a year. You're pretty much bypassing all of them. And I, I think that's, I think it's a great thing in terms of, you know, kind of financial democracy. I think that's a really, really good thing for, for humanity.
- [22:52]
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Powerful facts there, especially coming from Eric Trump. So as you can see, it's not only nations and institutions and corporations and it's being absorbed from the market at a pace that is unprecedented. We've never seen nothing quite like this and it's only accelerating. This is why I say checkmate. We have won because now all us bitcoin holders that got our positions, we have countries doing the advertising for us such as the Trump family. We got Michael Saylor pitching bitcoin and orange pilling nations on a weekly basis. We have more pension funds adding to bitcoin, more strategic reserves stockpiling bitcoin. This is what the global hash war is all about. And what does the end game look like? In my opinion, I can see bitcoin one day having a multiple hundred trillion dollar market cap. That's how we get to 50 million dollar Bitcoin which is what Michael Saylor has been preaching. Dollar SAT parody will be a thing in the future. It may not be overnight, it may take some time for those hundreds of trillions of dollars to trickle in into bitcoin. But one thing is for certain, they can never print more bitcoin. It is perfect money. It is pristine collateral and everyone wants a piece. What happens when governments stop asking if they need bitcoin and start asking how much they need? 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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