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2351: Bitcoin Access Is Closing Fast - Banks Open The Floodgates
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Most people think mainstream bitcoin adoption makes Bitcoin easier to own. But what if the opposite is true? What if mainstream access is exactly what makes scarce Bitcoin harder to get? Because once traditional finance opens the front door, everything changes. Check this out. Michael Sailor just said the bottom is in. He says Bitcoin summer is coming fast. Why? Because he believes a Clarity act will get passed. And when it does, every bank becomes a Bitcoin storefront. And once banks get access to scarce Bitcoin, what happens to everyone else? Because this is the part most people still don't understand. Bitcoin adoption used to require effort. You had to open an exchange account, learn the wallets, understand self custody, move coins manually, take responsibility, and most people just never did it. That friction kept most people out and protected the early adopters. But what happens when Bitcoin becomes something traditional finance can simply hand to millions of customers? That's the shift. And it may already be starting. MasterCard just received regulatory approval to engage with Digital currency infrastructure. And also a major European bank in Italy just announced bitcoin custody for three 30 million customers. Let that sink in. 30 million from one bank. Now remember, there are only about 1.9 million bitcoin actually liquid at any meaningful scale. So that's not enough for the global private wealth. Not even close. Now imagine 10 banks. Imagine U. S banks. And now imagine retirement platforms. That's the shift. And Michael Saylor believes the Clarity act opens the next phase. Not just ETFs, not hedge funds, banks, traditional finance. The same institutions that control trillions of dollars. The same institutions that spent years mocking bitcoin. Ignoring bitcoin, dismissing bitcoin, now preparing to distribute it. That's why the title matters. Bitcoin access is closing fast. Because bitcoin doesn't need billions of buyers and it doesn't even need millions of buyers. A relatively small wave of institutional allocation can overwhelm the available supply. And most people still think 21 million Bitcoin means plenty of. It doesn't. Because 21 million is theoretical supply, not the liquid supply. Millions are gone forever. There's the lost keys, the dormant wallets, forgotten coins. Satoshi's 1.1 million stash untouched. Millions haven't moved in years. Long term holders are not selling. ETFs, continue absorbing supply. Corporate treasuries continue stacking. Strategy keeps vacuuming the supply. And now the banks are entering too. That changes everything. Because for years bitcoin was something most people ignored. Too technical, too volatile, too complicated, too weird. But if your bank offers bitcoin, that excuse disappears overnight. And once your bank offers bitcoin, millions of people who never cared suddenly become buyers. If MasterCard builds the rails, adoption accelerates. If institutions normalize, bitcoin demand explodes. And that's when the real competition begins. Because now you're not competing with curious retail buyers. You're competing with professionally managed portfolio allocators, private wealth desks, institutional treasuries, and eventually sovereign pools. That's when price discovery changes. Because bitcoin does not respond like traditional assets. Supply does not expand. There's no dilution, no emergency issuance. Fixed means fixed. So if access suddenly expands while supply remains fixed, price becomes rationing mechanism. And that's when price stops moving in percentages. 250, 000 is what repricing looks like. 500, 000 is what pan looks like. And 1 million per coin is what happens when institutions realize there isn't enough. That's what people miss. Bitcoin doesn't become scarce when Everyone understands it. Bitcoin becomes scarce the moment access becomes easy. And that's exactly what today's headline suggests. So the real question is what happens when institutions that ignored Bitcoin for years all get access at the same time? Because that's not mainstream adoption, that that's a repricing event. And if Michael Sailor is right, Bitcoin summer may be the calm before the real supply shock. So if this sounds counterintuitive, good, because most people assume more access means more opportunity. But in a fixed supply market, the opposite can happen fast. Check this out. MSTR is a bit vac strategy has purchased 2x the Bitcoin mine year to date. In 2026 you can see the Bitcoin purchase by sailor171238. Meanwhile there's only been 65700 Bitcoin mine. It's roughly 450 per day, 3.125 every 10 minutes. Tik tok next block. So when you have one company vacuuming up the available supply at a ratio of 2.6x, where does all the bitcoin come from? And this is why we say supply shock incoming, because we have a lot of buyers outside of strategy all acquiring accumulating bitcoin. And that doesn't even attribute the nation state adoption occurring right now. Now check out this headline. Mastercard gets BIT License Approval mastercard is now inside New York's crypto licensing regime as stablecoin and tokenized deposit infrastructure gets absorbed by legacy payment Rails. This is massive, so I want to expand upon it. MasterCard Transaction Services has been granted the BIT license by the New York State Department of Financial Services, placing one of the world's largest payment networks inside the state's crypto regulatory framework. The BIT license covers virtual currency business activities in New York, including transmission, storage and conversion of digital assets. It is one of the strictest crypto licensing regimes in the country. The approval follows a series of moves by MasterCard into digital asset infrastructure. The company recently partnered with Chain Link to connect its network to 3.5 billion cards on chain crypto purchases. It also acquired London based StableCoin infrastructure platform BVNK and a deal reportedly valued at 1.8 billion. BVNK supports transactions across major blockchain networks in over 130 countries. Visa has been making similar moves in the stablecoin space. Both major card networks appear to be positioning themselves as intermediaries between traditional finance and digital assets. The old school payment Rails want a piece of the Bitcoin pie because if they don't they're going to get left behind. Bitcoin is the future. Sayonara. You know, Visa, Mastercard, Amex. And again These merchants pay 2.9 to 3.9% to process transactions when they could do it virtually for free using bitcoin. And it doesn't stop there. Today is pot episode 2351 your host JV it's 5-27-2026 breaking news as well $40 billion financial giant bank now you can boost your earnings this Coinbase One member month until May 31st. Any newly staked assets will get a 40% boost for 60 days. That's extra passive income. Coinbase One is built to help you get more out of your money. With zero trading fees around 3.5% APY on USDC boosted staking and lending rewards and up to 4% Bitcoin back with the Coinbase One card. This is your last chance to take advantage of the 3% deposit. Boost your share of the 5 bitcoin if you out predict pro basketball Coach lethal shooter plus a chance at a private shooting session. A $50 Bitcoin bonus when you spend $100 on a new Coinbase One card in the first 30 days and the 20% discount on the first year of annual plans all ending in just a few days. Score Your boost before May 31 at coinbase.com BTC News Last chance to join at coinbase.com BTC BTC News Before Member month ends. 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. 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 Sella just announced the launch of Bitcoin and crypto custody 30 million customers across Europe. This is the world's largest banks adopting Bitcoin in real time. And this is an Italian bank, just FYI and they just launched this press release. I'll read a piece here. Bank of Sella has completed the process. A notification of the bank of Italy as set out by the European MICA regulation for the first bank in Italy to be authorized to offer crypto asset services relating in particular to the custody and transfer of digital assets. So mass adoption is occurring not just in the United States, but literally all across the world. And let's take it a step further. Billionaire sailor just said the bottom is in and that the bitcoin summer is coming fast. Clarity act will pass. Banks will start buying bitcoin and STRC will buy two to three times the daily mine supply. So there you go. Bitcoin supply being absorbed just by strc two to three times the daily issuance by one company. And something he mentioned there is the billionaires across the world. What if they were all to smash by 100 million to a billion dollars worth of bitcoin? The bitcoin price and market cap would l double, triple, quadruple overnight. And there's no one stopping them from doing so. Keep that in mind. It could happen in any moment. If you're a billionaire, why wouldn't you smash by the biggest amount of bitcoin you'd want in your portfolio, which should be a minimal of 90%. I'm just saying I'm looking at Ricardo Salinas, you know, some of the richest folks around the world and they're not playing games. You're all in or you're dipping your toe in the water on the sideline and you're going to watch everyone else get rich. This is the biggest wealth transference we've ever witnessed in human history. Take advantage of it. Speaking of billionaires, real estate mogul Grant Cardone just bought over 9.7 million where the Bitcoin has 74,000. That's what I call buying the dip. His goal is to get to 10,000 bitcoin before the end of the year. So you already know and here's a clip. He was just interviewed.
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Do you think the Clarity act personally not too concerned about it. Like to me it's a no brain. It's going to get approved. What do you think that does to bitcoin today after the day after? I don't think it does much the 6 to 12 to 18 months after. I think it does a lot because I think that's what gives these major companies and major institutions the green light to say now we can systematically quarter by quarter, deploy 10 billion, 20 billion, 50 billion per organization, whatever that number is for them. And the other thing I think we'll see is a lot of the sovereign wealth funds in the Middle east that also take their lead from what happens with the regulatory clarity in the US that will allow them to sizably aggressively purchase up as well. And one of the things we've even seen over the last year is every time there's been a major drawdown in bitcoin groups like Mumba out of Abu Dhabi, like they're systematically acquiring this bitcoin when they think it's at a discount. So they're not only doing like tripling
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their position, very powerful. So we just got word that these sovereign wealth funds in the Middle east are literally tripling their positions every time there's major bitcoin dip. And that's exactly what I expect to be happening behind closed doors. There's not going to be announcements of it, but before you know it there'll be a massive repricing event, a bitcoin because there's no more supply available, because we have all of these massive pools of capital and sovereign wealth funds and billionaires all racing towards bitcoin accumulation of a finite limited asset. And there's only so much in existence and there's only so much available supply on the exchanges which is close right now to 1.9 million. The least amount of available float we have seen in years. Now check this out. Breaking news. Trump states the US remains the global bitcoin capital and commits to maintaining that position against international competition. Let me read you the posts from our POTUS. Donald Trump. It is critically important that the CFTC's exclusive authority over prediction markets is maintained and that they will thrive. Under my leadership. We are setting rules of the road that are the gold standard for the States. We cannot have scum like Chris Christie, Leticia James, Tim Walls and JB Pritzker setting the rules. Other countries are after this new form of financial market and we want to remain at the top. Likewise and even more importantly, where we are currently, the crypto bitcoin etc capital of the world, other countries are trying diligently to replace us in that capacity, but we won't let that happen. It is a major industry and we must protect it. It Mike Selig, CFTC Chairman and respected by all is doing a great job. Thank you Mike. President Donald J. Trump. Very powerful words coming from our very own potus. So you already know now CNBC just reported elon considering merging SpaceX and Tesla into a 7.5 trillion dollar company. The company would hold over 30000 bits coin on the balance sheet the largest bitcoin company on earth is loading.
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Check this out learned is that Elon Musk has engaged in thought experiments around folding Tesla into SpaceX's ecosystem.
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They currently own 1.3 billion worth of Bitcoin. This is SpaceX and they've secretly been buying bitcoin as a strategic reserve. And if it does launch as a trillion dollar company, that's kind of a big deal because it does hold bitcoin on the balance sheet. But here's another mainstream news clip regarding this.
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According to an SEC filing on Wednesday, Elon Musk Space X holds more than twice as much bitcoin as previously estimated.
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Very fascinating to say the least. And quoting Elon regarding Space X it looks so fake. That's what makes it believable. But on a positive note, it is cool to see they're adding more and more bitcoin to the balance sheet and this is definitely a trend which continues Justin strives. Jeff Walton just said I think it's possible to 10x our Bitcoin holdings to reach 150,000 BTC SATA goes after global capital with total addressable market of $700 trillion. And if we capture a basis point of it, the scale is massive. Here's a clip taken with Natalie Brunel. We're trying to attack the largest total addressable market on the planet. So we, we think that total market, total addressable market, hundreds of trillions of dollars, $500 trillion, $700 trillion. And if we capture a basis point of it, you know, it's, the scale is massive. There you go. When tap it into a $700 trillion pool of capital. 1% allocation into Bitcoin is game changing. And that's the bigger picture here. Bitcoin doesn't need massive adoption from everyone. It just needs the right buyers. And right now those right buyers are the Michael Saylor of the world, the Larry Finks of the world, the satas of the world, all going after that 700 trillion plus total addressable market small allocation into bitcoin. All of a sudden our market cap climbs from one trillion today, one and a half which is a drop in the bucket to potentially tens of trillions or even a hundred trillion plus. I've heard sailors say that before. He believes the end game, the bitcoin market cap will be hundreds of trillions of dollars. And the bitcoin price can effectively be $sat parity which is $1 per set or $100 million per bitcoin all I gotta say to that. Send it.
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Wayfair. Every style, every home. Check this out. Top individual holders of Bitcoin at number one, pole position, of course, the infamous Satoshi Nakamoto at 1.1 million BTC. Number two, the Winklevoss twins at 70, 000 Bitcoin. Then we got Mr. Draper at 29, 000. And it's ironic, he bought that from an auction from confiscated bitscoin. I believe it was from Silk Road. He got that at the Marshall's office, so he got that discounted. That's a massive come up. Also, Sailor, his personal stash is estimated to be between 17 and 25,000. So also consider when you hear the number of strategies total bitcoin, that doesn't all belong to Sailor. It belongs to the shareholders of the company. You know what I mean? So Saylor's personal stash is 17 to 25,000. Still very significant, but obviously he's not the company itself. Also, Justin's son has 4,000 bitties. And Elon Musk, ironic enough, the richest man on the planet, at least on paper, has between 9,000 and 20,000 BTC. Now there's people excluded from this list I could mention, but I respect people Satoshi ninja style and I'll leave it at that. Check this out. This wasn't on my bingo card that I'd be showing a clip of Hunter Biden talking about cryptocurrency. But Candace Owens apparently just had Hunter Biden on her show. I'm saying to you about like the cryptocurrency thing. I think there's incredible promise in cryptocurrency. I just happen to be kind of
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like a crypto guy.
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Crypto. I mean, just because of my understanding. I think it is incredible freedom in world in which we've been controlled by banks. So if you have the same problem that I have with big pharma banks and, and, and the Fed and these like, like, where does money Come from kind of thing. Is it like I truly believe in. In what? Satoshi, you know, kind of the manifesto of bitcoin. But that's just me. Did he just say Satoshi? Oh my God. Can't make this. So Hunter Biden is pro bitcoin and he believes in satoshi. Very fascinating to say the least. I totally was not expecting that. But you learn something new every day. All praise Satoshi. Oh my God. Tristan Thompson says stop playing NBA 2K and start studying bitcoin. If you're not familiar with him, he's an NBA champ sharing advice he'd give his younger self about bitcoin investing and using downtime wisely. So shout out to Tristan Thompson for speaking to the youth about bitcoin. I think that's paramount. Stop playing the video games. You know, he even says stop sleeping and start studying bitcoin. Robert kiyosaki says even 0.01 of a Bitcoin is going to be priceless in two years. Here's where this quote originated from. There's a throwback from rich Daddy says I cannot believe how easy bitcoin has made getting rich so easy. Why everyone is not buying and holding bitcoin is beyond me. Even 0.01 of a Bitcoin is going to be priceless in 2 years and maybe make you very rich. Sure, bitcoin goes up and down, but so does real life. There is only 1 or 2 million bitcoin left to be mined. That's right, less than 1 million as of today. And the price will go as Raul Powell describes as into the banana zone. Don't be a yellow banana. Open your eyes and your mind and listen to people like JV Fed, Chair Nipinator and Max Kaiser. Michael Saylor may be a little pump Liano and maybe others like Hunter Biden. Who would have thunketh I'm ad libbing a little. Please don't be a yellow banana and miss the easiest time in history to become rich and financially free. Take care. And that was time stamp 5-25-2025. So that's a one year ago throwback. Interesting. Do you think his words were prophetic? Meaning he said in two years you'll be rich. One more year to Hodl. Maybe we all become rich. What are your thoughts on that? And do you genuinely feel that 0.01 Bitcoin will be life changing if you hoddle long enough? And if so, by what year would we have to huddle? Let me know in the comments down below. Now what are your thoughts surrounding Everything going on, the massive adoption, the MasterCard adopting the strategic infrastructure, you know, the major banks all coming for the bitcoin. And so today's theme, people think that the bank's adoption of bitcoin when it becomes mainstream and they start self custodying and they start accepting it as pristine collateral, that it'll be the game changer and mass adoption occurs. However, the other side of that coin is the average person gets priced out at ever becoming a whole coiner. That's right, because by the time your favorite bank and financial advisors recommending buying bitcoin, it may already be too late. You may be priced out, maybe 0.1. Bitcoin will be hundreds of thousands of dollars. So just something to consider. You don't want to be priced out. So get your position today. If you just sit on the sidelines thinking I'll just wait for the big dipper, maybe we'll go back to $20,000. Dan Pena, after all says we're going to zero. You may miss out and we get obviously a violent repricing event and before you know it, we 10x out of nowhere. And then nations like China start announcing bitcoin strategic reserve stockpiling 5 million because Trump just declared stockpiling 1 million. And then what happened when Russia joins the race and the UAE and Brazil and other major nations across the world, this is the global hash war. All competing for that same finite limited supply asset we call Bitcoin. If Michael Saylor is right and the banking system opens the floodgates, does the average person still have time to accumulate meaningful bitcoin or is that window closing now? 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 A. And I look forward to seeing you on tomorrow's episode. Hoddle.
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