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Shopify.com setup everybody has a plan to buy the bitcoin. Bottom.
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The problem is some assets stop crashing and literally start disappearing. Check this out.
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Ten million dollar bitcoin doesn't require everyone to buy it.
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That's the mistake most people make. They imagine 8 billion people rushing into the bitcoin market.
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But that's not how scarce assets actually reprice. They reprice when ownership concentrates.
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Really think about that. Most people don't own a Picasso. Most people don't own oceanfront property. And most people sure as hell don't own a professional sports team. Not because they lack value, but because
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the owners are not selling. Bitcoin is entering that phase.
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Now, the easy assumption is that Bitcoin
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reaches $10 million because everyone just starts buying.
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You know, panic buying, of course, the fomo, like a mofo.
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But what if it happens because the supply disappears? Because every cycle the strong hands just accumulate more, and every cycle, fewer coins return to the market.
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That's the part most people miss. Bitcoin doesn't need billions of buyers. It only needs a handful of buyers who never intend to sell. And that's exactly what appears to be happening. Let's check the market. Today, the conversation still focused around the price. 1000-002000-00500,000. A million per coin. But the price is only the visible layer underneath the surface. Ownership is changing. Strategy alone already holds 843, 738 Bitcoin. Black Rock's Eye bit holds another 817,000 Bitcoin. Combined, that's more than 1.6 million Bitcoin, nearly 8% of the entire supply. And both continue aggressively accumulating. And tomorrow, Sailor is expected to reveal Strategy's latest bitcoin purchase. Because today he posted the infamous strategy tracker. Black Rock says new 401k rules could eventually open Bitcoin access to roughly 80% of Americans through their retirement accounts. But bitcoin doesn't need 80% of Americans to buy. It only needs a small fraction of retirement capital to start competing with a fixed supply asset. That's the misconception. People think mass adoption requires everyone. Scarcity only requires enough. Not adoption, but access. And that's where the math gets interesting.
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And.
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And every Bitcoin that moves into stronger hands becomes harder to acquire. Not impossible, just harder. Until one day people wake up and realize something changed. The asset is still there, but the available supply isn't. And most people won't notice until they actually try to buy it.
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That's the difference most people miss. For years, the challenge was adoption. Getting people interested, getting institutions involved, getting regulators comfortable. Now that challenge is allocation. Because once the largest pools of capital in the world decide Bitcoin deserves a permanent allocation, they don't need all 21 million coins. They only need enough to make the remaining supply extremely difficult to obtain. And that's where things get really interesting. Because Bitcoin has a fixed supply, demand does not. New dollars can be created in which
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they are at a thin air.
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New funds can be launched and new buyers can emerge, but no one can create new Bitcoin. Look at what's happening. MasterCard just spent $1.8 billion to acquire a crypto company. Many expect the Clarity act to pass this summer, a move that can open the door for banks, advisors, and retirement platforms to expand Bitcoin access to pools of capital north of hundreds of trillions of dollars. The financial system isn't asking whether Bitcoin matters. It's figuring out how to integrate it. And that means the real story isn't the price. The real story is ownership. Who still owns Bitcoin when the next wave arrives? Because. Because at $10 million per bitcoin, the biggest surprise will not be the price. The biggest surprise will be how few coins are still available to buy. Because the asset doesn't have to disappear. It only has to become untouchable. But here's the question. If bitcoin eventually reaches $10 million per coin, what percentage of the supply do you think will still be available for the average buyer? If Bitcoin is becoming harder to acquire, then the only question that really matters is who's still buying? Because while most people are waiting, Sailor just signaled another bitcoin purchase, posting the infamous Strategy tracker. That's right, 843 738. Bitcoin is how much. Strategy currently holds 110 purchase events in total since 2020, when they became the first publicly traded company to put the bitcoin on the balance sheet. 75, 700 is their average DCA cost and 62.24 billion in Bitcoin one on one balance sheet from one company. And here's the proof of work Sailor posted here today.
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Working better what a Bitcoin be and
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this is the infamous strategy tracker. Every single time he posts this on a Sunday, it's a precursor that tomorrow he'll announce how much bitcoin he acquired for the week. So let me know how much you think this Bitcoin purchase will be. Do you think it'll be north of a billion dollars? Let me know fam in the. 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 Link 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 News before member month ends. 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 Today is pot episode2355.
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I'm your host JV alongside the Fed chair Nip Anator. Today is May 31st, 2026.
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Now breaking news. CNBC announces $500 billion MasterC bought a
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Bitcoin and crypto company for $1.8 billion
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card giant will integrate digital assets Wall Street's coming. Check this out.
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Got yet another example of a traditional Wall street player investing in digital assets. Mastercard will acquire the stablecoin infrastructure startup BVNK for up to $1.8 billion.
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It's an interesting move for this sort of more traditional financial player to move into the digital asset space. And they're very, very much trying to kind of position themselves to take advantage of these different forms of payments. Whether they're stablecoin technology, whether it's stablecoin, whether it's digital assets across the board.
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Snap back to reality up.
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But yeah, Wall Street's a come in. Mastercard's building infrastructure, purchasing crypto companies. We already know visas are coming. Amex is a come in.
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All the old school payment rails want
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a piece of the bitcoin pie because it's the future.
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And if they don't adapt, they will get left behind.
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That's just a fact, Jack. In fact, that's a sexy little bitty black Jack. Just saying now 13 trillion dollar black rock. That's crazy. They're worth 13 trillion, yo. They're the primary shareholder alongside Vanguard and
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virtually every major company in the United States. Look it up for yourself.
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I'm not exaggerating. They say 401k rules will give 80% of the Americans access to bitcoin.
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Let's go.
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Trillions in retirement funds are waiting to flow.
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401ks retirement accounts.
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That's more access to more pools of capital. Trillions and trillions of dollars. And that's what the Clarity act will also help us accomplish. It opens up the Pandora's box given
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ultimate Bitcoin access to the institutions, the
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banks and all those pools of capital.
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The big money.
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Because right now bitcoin market cap is like 1.5 trillion is virtually nothing when you compare it to the total addressable market north of $900 trillion. And Bitcoin's going to disrupt all the
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major industries and it already is.
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For example, real estate.
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Cathie Wood says President Trump will pass 0% capital gains tax on bitcoin payments this year. Do you know how big that would be if this is true? She says it'll be before the midterm elections. Let's hear what Kathy has to say here.
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2026 is in the US the midterm elections and President Trump does not want to be a lame duck. So I have a feeling that he is going to work with his crypto and aizar to a few things. One, make sure we get that de minimis ruling through. But also it seems as though there's been reticence about actually buying Bitcoin for the strategic reserve. So for so far it's confiscated. The original intent was to own A million bitcoins. So I actually think they will start buying because I think this will help Trump in a couple of ways, the midterm elections. And another reason of course is his family is all in on Bitcoin.
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Kathy makes a couple of great points. First of all, she claims that Trump is most likely to make 0% tax on Bitcoin transactions that are de minimis, which mean like $200 or less. So don't hold your breath and think you're going to be able to purchase luxury items and have no tax liability. That's not what she's saying. She's saying small transactions, like everyday transactions, you go buy a cup of coffee, you shouldn't have to pay taxes when
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you use Bitcoin as a form of currency.
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And this would incentivize people to use it more for retail settings such as purchasing a cup of coffee. Trust the government wants that tax dollar. However, if Trump did anything to minimize
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taxes, that's a huge dub because the
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United States government's known for introducing more and more and more taxes. And if you come from where I come from and if you're cut from
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the same cloth, taxation is theft. That's all I'm saying.
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Now she also said Trump doesn't want to look like a lame duck.
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That's right. He's dark wind duck. Now let's get dangerous.
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Also breaking news. Vietnam's Ministry of Finance proposes amendments that
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would allow enterprises to use Bitcoin as collateral when borrowing from the banks. So it's not just happening in the US it's happening all around the world. Why? Bitcoin is pristine collateral. Of course the banks want your Bitcoin. Jamie Dimon in fact is coming for your bitcoin. That's why you never sell. I'm just saying if you try to buy it back later, it may be 10 or 100x higher in price. We all pay for bitcoin at the price we deserve. Now strategy. MSTR CEO Mr. Fung Liquid said live on TV JV. And in seven years, Bitcoin will crash from a million to 750 GS and people will say it's dead new all time highs. Just a matter of time. Take it away.
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Fung Le My message is to hold on, right? We've been through bitcoin downturns in the past. In 2022, Bitcoin got up to 70, 68k went down to 16. That was a 75% draw down. Now Bitcoin went up to 125k, got down to 60, that's a 50% drawdown. 67 years from now when bitcoin's at a million and goes to 750k, it'll be a 25% draw down. Everyone will think it's the end of bitcoin. And I'll say hold on then too.
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Bottom line, you can't short your dorks. You can't afford that strategy. Doing unprecedented things, making unprecedented moves. It almost feels like Fong Lee is Bruce Lee reincarnated in finance form. It's unbelievable.
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And if you look at what STRC
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has achieved, it's mindboggling. Sailor says they have now raised over $10 billion within their first 10 months.
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That's an average of billion dollar a month. And what do they do with all the capital?
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Buy more bitcoin.
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That's why they're the number one holder in the world. And think about compared to the United States which currently holds 320,000 bitcoin and it is the largest holder as far as countries are concerned with.
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But Sailor has almost 850,000 bitcoin.
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He'll probably surpass that when he makes the announcement tomorrow. So what is that like three times
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what the United States has? It's mind boggling.
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We really need to hit that pedal to the metal. Get this Bitcoin Strategic Reserve Bill act
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passed which we supposed to hear a big announcement about in the following weeks according to the latest over at the
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White House and which we covered in great detail yesterday. Also highly probable that the Clarity act passes this summer. That's gonna open up Pandora's box, open
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the floodgates, send all this capital into
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the bitcoin and that's going to be the game changer. And I think strategy is not going to slow down. They're only going to speed up and accelerate, accumulate more bitcoin. And guess what's going to happen?
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Supply shock.
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And then you're going to have game theory occur. Not just between companies like we're witnessing now between entities such as BlackRock and
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Strategy, but nation states. Game theory where you have countries such
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as the United States, China, Russia, Brazil, the uae, Abu Dhabi, you know, sovereigns all competing for the same fixed supply asset.
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What do you think that's going to do to the price?
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That's why you can't short your dorks.
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You can't afford it.
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If you thought what I just shared was bullish.
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Saylor said bitcoin is going to $50 million per coin. Tighten your seat belts folks.
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It's going to go from 2 billion to 20 billion to 200 billion to 2 trillion to 20tr trillion to 200 trillion. And when it gets to 200 trillion, it'll chomp along at plus 20% to eventually 300, 400, $500 trillion. 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. For me to say bitcoin is going to demonetize gold understates it. Yeah, it's going to demonetize gold. Then it's going to demonetize the, the real estate that's 10x more than gold. Then it's going to demonetize every long term store of value. And when the dust settles, the American people will own 25, 30% of that capital.
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There you go, fam. Very powerful words from Michael the Sailor man, too too. Bitcoin continues demonetizing the world real estate market, sovereign wealth funds, you know, like I said, hundreds of trillions of dollars worth of capital which is about to be unlocked. And there's not going to be any
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more bitcoin available for, for purchase because the liquid float is the lowest we have ever seen. So what happens when there's no more bitcoin available at these prices? It violently reprices higher and you end up paying 10x20x. Saylor says Bitcoin could do another 100 to 500x from here. And let's run some simple math. 73 GS today we 10x the price.
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Then Larry Fink's prediction of 700,000 per coin comes to fruition.
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Right? If we did a 100x from here, then we're talking, what is that, $7.3 million per Bitcoin. And I have no doubt we'll get there. But the question is by what year? Unfortunately, my name's not Baron. I'm not a time traveler. I don't come from the future, so I couldn't tell you. But one thing is for certain, it's going to continue to go up. And mathematically it's guaranteed to increase your purchasing power against the dollar. And one of the most bullish reasons everyone should be bullish on bitcoin right now is just the fact they're going to continue to print worthless fiat monopoly dollars. We already have an insane deficit.
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And the smart minds in the world are proposing we reduce or eliminate that deficit by trading our gold reserves or swapping them for the hardest asset known
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to mankind, which is bitcoin.
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And I think it'll happen.
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It's just a matter of time.
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If we get this strategic reserve bill
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passed, the new one and we get
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this big announcement here in the coming
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weeks as the White House just said then they're going to be on Track
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to acquire 200,000 Bitcoin per year over the course of the next five years.
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Ultimately that give them another million bitcoin which would put them at like 1.3 million Bitcoin. But what if they take it up a few notches? Sailors proposing 20% of the Bitcoin supply is what the USA should do and
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just simply swap our gold reserves or
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trade our worthless T bills for the apex predator and then all of a
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sudden the other nations start competing.
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Whoever makes the major move now is
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going to have the first movers advantage.
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Now clearly Bukele was the first Bitcoin
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president back in 2021 via El Salvador bitcoin country to make bitcoin legal tender.
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They currently have over 7000 Bitcoin but they're a much smaller nation. The United States is one of the richest nations on the planet. We have unlimited capital because we print it out of thin air. We have something called the federal reserve and as Bukele said, there's nothing federal about it and there sure as hell aren't no reserves. Their superpower. Just print money out of thin air. But why wouldn't you just print money out of thin air and buy up all the bitcoin supply? That's the game theory, you know. And I think it'll happen. And if the United States doesn't make that move, that may be their biggest mistake because I think another major country will.
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If bitcoin reaches a point where the
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strongest buyers won't sell, what happens to
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everyone waiting for a better entry? 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 huddle.
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Title: Wall Street Absorbs Remaining Bitcoin Supply - $10M Case Emerges
Date: May 31, 2026
Host: JV (Bitcoin News Alerts) w/ “Fed chair Nip Anator”
Tone: Raw, conviction-driven, and unapologetically Bitcoin maximalist
This episode explores the rapidly tightening Bitcoin supply amid massive institutional accumulation, the shifting narrative of ownership versus price, and the implications for Bitcoin’s path to $10 million and beyond. JV dives into game theory, Wall Street’s bitcoinization, anticipated policy shifts, and why those waiting for a “dip” may soon find there’s simply nothing left to buy.
| Timestamp | Speaker | Quote / Moment | |------------|-----------|-----------------------------------------------------------------------------------------------------------| | 00:46 | E | "Ten million dollar bitcoin doesn't require everyone to buy it. That's the mistake most people make." | | 01:00 | A | "...Most people don't own a Picasso...not because they lack value, but because the owners are not selling."| | 01:34 | A | "Bitcoin doesn't need billions of buyers. It only needs a handful of buyers who never intend to sell." | | 03:06 | E | "...the challenge was adoption... Now... allocation. The largest pools of capital... don't need all 21M." | | 07:14 | E | "Card giant [Mastercard] will integrate digital assets. Wall Street’s coming. Check this out." | | 08:20 | E | "They say 401k rules will give 80% of the Americans access to bitcoin." | | 09:03 | A | "Cathie Wood says President Trump will pass 0% capital gains tax on bitcoin payments this year." | | 10:56 | A | "Taxation is theft. That's all I'm saying." | | 11:56 | G (Fung Le)| "...In 7 years, Bitcoin will crash from a million to 750k and people will say it's dead...hold on then too." | | 14:27 | D (Saylor)| "It's going to go from 2 billion to 20 billion to 200 billion to 2 trillion..." | | 15:28 | A | "...there's not going to be any more bitcoin available for purchase because the liquid float is the lowest we have ever seen." | | 16:36 | E | "...reduce or eliminate that deficit by trading our gold reserves or swapping them for the hardest asset known to mankind, which is bitcoin." | | 17:33 | A | "Bukele was the first Bitcoin president... El Salvador bitcoin country to make bitcoin legal tender." | | 18:17 | A | "If bitcoin reaches a point where the strongest buyers won't sell, what happens to everyone waiting for a better entry?" |
| Segment/Topic | Timestamp | |--------------------------------------------------|--------------| | Bitcoin Supply Disappearance/Ownership Thesis | 00:40–03:06 | | Institutional Accumulation Numbers | 01:26–01:38 | | Wall Street Moves, Mastercard Acquires BVNK | 07:06–07:29 | | 401k Access and Clarity Act | 08:20–08:45 | | Cathie Wood on Trump, Tax, and US Bitcoin | 09:03–10:45 | | Vietnam: Bitcoin as Collateral | 11:08–11:13 | | Fung Le (MicroStrategy CEO) on Holding During Drawdowns| 11:56–12:23 | | Saylor on Multi-trillion Bitcoin, Demonitization | 14:27–15:13 | | Math on Price Multiples and Institutional Allocation | 15:50–16:50 | | US/El Salvador/Bukele – Nation State Accumulation| 17:33–17:41 |
Bottom Line:
Bitcoin isn’t waiting for mass adoption or retail FOMO. The remaining available supply is being aggressively absorbed by institutional players and possible nation-states, with each wave of accumulation ratcheting up the floor. Don’t expect a massive influx of new buyers to “crash the price upwards”; expect it to become simply out of reach as ownership concentrates in entities with no intention to sell.
Call to Action:
If you’re waiting for a better entry, consider that the “disappearing” nature of circulating Bitcoin is the real signal—not the price on the ticker.
For further discussion and daily signals, listen live at bitcoinnewsalerts.net. HODL.