Latest / Simply Bitcoin / Is Michael Saylor's StrategyBank™ About to Replace JP Morgan?! | Simply Originals

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Is Michael Saylor's StrategyBank™ About to Replace JP Morgan?! | Simply Originals · Simply Bitcoin

• 0:00
  Oh baby, turn and burn because the war has officially begun.
• 0:05
  We have massive developments in the MicroStrategy versus JP
• 0:09
  Morgan. Battle Sailor is not just
• 0:12
  building a company anymore, he's building an institution, a bank,
• 0:17
  a Bitcoin bank, a God tear, energy backed, capital efficient
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  citadel that makes JP Morgan look like a payday loan place
• 0:26
  behind a Taco Bell. And what do you know, the second
• 0:29
  he starts hinting at strategy, bank JP Morgan rolls out a
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  leveraged Bitcoin product connected to Ibis, and now
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  they're calling for $240,000 Bitcoin.
• 0:41
  Oh, now you're bullish after trying to kneecap sailor like
• 0:45
  Nancy Kerrigan at the Olympics. Ladies and gentlemen, again,
• 0:50
  this isn't coincidence. This is coordinated financial
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  warfare, and it may actually confirm sailors call for
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  $1,000,000 Bitcoin. Is this our big show of all
• 1:00
  time? Possibly.
• 1:07
  OK, quick recap for the people in the back still eating
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  Campbell's soup. MicroStrategy, the Bitcoin
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  standard of corporate adoption, the Hottel Fortress.
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  JP Morgan, the hydra of global finance.
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  You cut one head off to grow back and they both want
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  management fees. The recent JP Morgan wore on
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  strategy. Jack Muller's and Bitcoin.
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  Not random, not accidental, completely planned.
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  JP Morgan has realized something horrifying.
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  Bitcoin and stable coins kind of equal the death of fractional
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  reserve banking, and, well, that's kind of their business
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  model. That's the empire.
• 1:46
  That's the gravy train. Enter their newest mutation, JP
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  Morgan coin, a quote deposit token, not a stable coin.
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  No, no, no. That might imply competition.
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  This is a regulated institutional blockchain
• 2:02
  efficiency enhancement vehicle, which actually means it's a
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  stable coin designed to avoid stable coin regulation.
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  And unlike normal stable coins, these pay interest.
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  So when institutions can get yield on chain JP Morgan
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  deposits, what happens to circle to Paxos to every stable coin?
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  They get Thanos snapped because JP Morgan doesn't want
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  decentralization, they want CBDC's wearing Yeezys.
• 2:32
  And here's the Evil Genius of Jamie Dimon coin.
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  It keeps the underlying dollars inside JP Morgan's fractional
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  reserve vault. So now instead of money
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  multiplication inside a closed banking system, they can
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  multiply money across block chains, across borders, across
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  time zones, and across you. So JP Morgan is building on
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  chain fractional reserve banking on steroids.
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  And meanwhile, MicroStrategy is building a full reserve Bitcoin
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  institution. This is a clash of
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  civilizations, not products, not filings, philosophies.
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  And look at the timing sailors starts tweeting about Bitcoin
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  powered banks. MicroStrategy already beat JP
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  Morgan in performance. Now they want to beat them in
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  infrastructure strategy. Bank trademark may be
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  inevitable. A bank model that could destroy
• 3:44
  the existing system. Let it burn.
• 3:47
  So what does JP Morgan do? Well, first they try to destroy
• 3:52
  him, and now we have a deeper, fuller understanding of the
• 3:55
  attack and the timeline. JP Morgan jacks Microstrategy's
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  margin requirements to 95%. We have the core delisting fear
• 4:04
  campaign and then boom, JP Morgan files.
• 4:07
  I bit leveraged notes. They scream delisting risk while
• 4:12
  launching a Bitcoin backed bond. Oh, you're worried about
• 4:16
  investor safety? So you designed a leveraged
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  product tied to an ETF created by your competitors.
• 4:25
  Competitor. Yeah, sure pal.
• 4:27
  You see, they can't print Bitcoin, so they're printing
• 4:30
  paper claims on Bitcoin. That's the strategy.
• 4:35
  They want everyone to hold the ETF, structured notes, wrapped
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  exposure, synthetic derivatives, custodial IOU, because the more
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  financial products between you and your Bitcoin, the more power
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  they retain. They want the upside, they want
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  the volatility, they want the liquidity, but they want you in
• 4:54
  a cage. That's why self custody is the
• 4:58
  revolution. We're about to bring it home.
• 5:00
  But before we do, look at our likes 3-4 times.
• 5:03
  Maybe I pumped those numbers up. Those are rookie numbers in this
• 5:06
  racket. Let's take a quick second for
• 5:08
  our sponsors who keep this show on the air over at the Bitcoin
• 5:11
  Way. If your wealth lives in their
• 5:12
  system, it's not yours, it's theirs.
• 5:15
  That's why we scream Bitcoin. That's why you self custody and
• 5:18
  that's why you call our friends over at the Bitcoin Way.
• 5:21
  They'll walk you through multi sig self custody, privacy, how
• 5:24
  to run a node, and the tools that keep you when the Fiat
• 5:27
  system pulls the plug. Don't wait till it's too late.
• 5:29
  Book a free 30 minute console today using that link in the
• 5:32
  show notes. Need cash but don't want to sell
• 5:34
  your Bitcoin? Leaden is the global leader in
• 5:37
  Bitcoin back loans, issuing over 9 billion in loans since 2018
• 5:42
  and they were the first to offer proof of reserves.
• 5:44
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• 5:47
  monthly payments and more. Visit learn dot leaden dot IO
• 5:51
  slash simply to learn more and get 25 basis points off your
• 5:55
  first loan. Morgan, who calls Bitcoin a
• 5:58
  scam, criminal money, environmental terrorism,
• 6:01
  suddenly claims it's a tradable macro asset class that could
• 6:05
  reach 240,000 cut bucks. Oh, now you like it, now that
• 6:10
  you have a product to sell, now that you need exit liquidity.
• 6:14
  Meanwhile, Fed Governor Stephen Moran says rate cuts are coming
• 6:18
  and Ukraine agrees to Trump's peace terms.
• 6:21
  And would you look at that? Texas officially bought the
• 6:24
  Bitcoin dip. The 8th largest economy in the
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  world is now a Bitcoin buyer. And what happens next?
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  The short squeeze that destroys Jamie Dimon will make GameStop
• 6:36
  look like a bake sale. And here's the poetic ending.
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  While JP Morgan is building Bitcoin financial paper, they
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  may have confirmed sailors call for $1,000,000 Bitcoin rolling.
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  Then that has resulted in an avalanche of institutional
• 6:54
  adoption. And now you have companies like
• 6:57
  JP Morgan, right, and Bank of America and Wells Fargo and BNY
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  Mellon and PNC Bank and Citi that are all announcing their
• 7:08
  support for this asset class. And if the trillion dollar banks
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  are willing to custody and they're willing to extend credit
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  and they're willing to handle the asset class and they're
• 7:17
  willing to bank the crypto industry, that's really the
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  necessary condition to 10X from here.
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  Like Bitcoin got to 100,000 without their help, but getting
• 7:28
  to 1,000,000 requires the banks to to bank the asset.
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  And so the next four year period is really about banking Bitcoin
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  and, and the support for digital assets in general by the major
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  establishment of bankers in the United States and everybody else
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  in the world, right? You can imagine the bankers in
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  Australia, Canada, Singapore, the Middle East and Europe,
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  Mexico, Southern, they all follow the US banking standard.
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  And So what you have is an avalanche or a sea change here
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  and the tail, the headwinds have become tailwinds.
• 8:04
  OK, so that's what got us here. Let's just talk about the short
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  term 2025 year end. Where does it end up because
• 8:10
  I've heard everything from 100 to 200,000.
• 8:13
  Yeah. Well, the consensus of all the
• 8:14
  equity analysts and there's like a dozen of them that cover our
• 8:17
  stock is north of one 5100 and 50,000.
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  Our our corporate guidance is targeted at $150,000 by the end
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  of the year. Andy may be right.
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  Not despite JP Morgan's involvement, but because of it.
• 8:34
  Every attempt to financialize Bitcoin increases demand for the
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  underlying asset. Every I bit note, every
• 8:42
  structured product, every leveraged wrapper requires more
• 8:46
  real Bitcoin. And eventually, absolute
• 8:49
  scarcity tears through the firmament.
• 8:51
  So how do you win this war? Well, not by trusting banks.
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  And not by buying leverage. And not by chasing coupons
• 8:59
  disguised as exposure. You went through self custody,
• 9:04
  long term accumulation. No leverage, no paper Bitcoin.
• 9:07
  You buy real Bitcoin. They can't squeeze what they
• 9:11
  can't re hypothecate and well, all this is happening.
• 9:15
  Happy Thanksgiving. The orange man just pardoned.
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  Gobble, gobble. I just want to tell you this
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  very important You are hereby unconditionally pardoned.
• 9:29
  Personally, I still think he should have named them Chuck and
• 9:32
  Nancy, but hey, democracy is messy.
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  Names of Gobble and Waddle. When I first saw their pictures,
• 9:38
  I thought we should send them. Well, I was gonna.
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  I shouldn't say this. I was going to call him Chuck
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  and Nancy. But then I realized I wouldn't
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  be pardoning them. I would never pardon those two
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  people. I wouldn't pardon them.
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  I wouldn't care what Melania told me.
• 9:55
  Darling, I think it would be a nice thing to do.
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  I won't do it. Darling, these are two of the
• 10:00
  largest turkeys ever presented to an American president.
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  Over 50 lbs each. It's the largest we've ever had,
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  and those are big turkeys. Are they as good as the normal
• 10:10
  sized Turkey? Better, or as good?
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  Do they tend to be a little fatty?
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  Maybe. No, he said no.
• 10:17
  He knows the Turkey business. Anyway, despite their size,
• 10:20
  Secretary Kennedy has formally certified that these are the
• 10:25
  first ever Maha turkeys. I don't know if I agree with
• 10:28
  that. These are Maha.
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  In other words, they could be fat, but they're still Maha.
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  They've been fattened on a steady diet of grass, beef to
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  allow the smoothies and all of the other things that they've
• 10:41
  been eating for this occasion. This was a really big occasion,
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  but they've eaten every fattening food that you can eat.
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  We work like we wanted to really make them special and they
• 10:52
  really are. They're like record setting.
• 10:54
  I've never seen a Turkey that big before.
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  Are they violent at all? Will they attack us?
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  And. Yes, Bitcoin has now officially
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  made us the weird cousin at Thanksgiving dinner.
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  So maybe don't whip out the hyper bitcoinization chart
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  during grace this year. Coin is a shining city in
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  cyberspace, and you can go there once you understand it.
• 11:17
  Maybe just play it safe and stay in the attic this time.
• 11:20
  But don't worry, our revenge is coming at Christmas or Easter or
• 11:25
  when the new Fed chair gets sworn in.
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  But we will have our revenge. Have a blessed Thanksgiving
• 11:31
  stack sets, love your family and don't let Jamie Dimon carve the
• 11:35
  Turkey. Let us know what you think
• 11:37
  below. Hope you guys enjoyed this one.
• 11:38
  Don't forget to like, subscribe and give us a pant by sharing
• 11:41
  the sound money gospel and I'll catch you all next time.
• 11:43
  Love you guys.