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The Fed Just Handed Wall Street the Keys to Bitcoin! | Simply SatoSHE · Simply Bitcoin

• 0:00
  Oil spiked to 19% this weekend. Actually, 19 stocks tanked.
• 0:06
  Gold, the supposed safe haven, fell more than Bitcoin.
• 0:10
  And Bitcoin. I'm not fucking leaving $67,000
• 0:15
  six seven while the rest of the market was on fire, Bitcoin just
• 0:19
  sat there like I've seen worse. The bears are calling for
• 0:23
  $47,000. A whole investment firm
• 0:26
  published a report about it. And in that same week,
• 0:28
  institutions put $787,000,000 into Bitcoin ETFs 787 million in
• 0:36
  just one week. The New York Stock Exchange's
• 0:39
  parent company bought into a crypto exchange.
• 0:41
  Kraken got a Federal Reserve Bank account, Japanese pension
• 0:45
  fund 1 1/2 trillion dollars is formally researching Bitcoin.
• 0:50
  And this month something happened for the first time in
• 0:53
  human history, something that changes the math on everything.
• 0:58
  Let's go. It's Satoshi time welcome back
• 1:03
  to simply Bitcoin Satoshi I'm Sophie and today we're breaking
• 1:06
  down 7 stories institutions flooding back into Bitcoin, the
• 1:10
  New York Stock Exchange buying crypto Kraken getting a Federal
• 1:14
  Bank reserve account, the bears crying wolf Bitcoin holding
• 1:18
  through a war scare and the number that makes every single
• 1:21
  bear case fall apart. Let's get into it 4 weeks 5
• 1:25
  actually 5 St. weeks of Bitcoin ETF outflows, retail panic
• 1:30
  everywhere you looked, polymarket had 62% odds on
• 1:34
  Bitcoin going below 50,000. The fear and greed index 19
• 1:38
  extreme fear and then last week happened $787,000,000 flowed
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  into US spot Bitcoin ETFs in one week first positive week since
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  mid January Blackrock's IB it led the charge over half the
• 1:54
  daily inflows on the biggest day.
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  That's not retail. Retail was still selling.
• 2:00
  That's institutions, pension fund endowments, big allocators
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  quietly repositioning while your timeline was on fire.
• 2:08
  Bloomberg's ETF analysts called it.
• 2:11
  These are the buyers that are actually moving the markets, and
• 2:15
  they bought the dip. Since late February, over a
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  billion and a half dollars has flowed back into spot Bitcoin
• 2:21
  ETFs while you were calling for 50,000.
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  Basically, what the way that people, the biggest users of
• 2:27
  ETF's broadly are advisors for the most part, asset allocators.
• 2:31
  They're, they're investing money on behalf of their end clients,
• 2:35
  whether that's wire houses or brokerage or registered
• 2:38
  independent investment advisors, you name it, they're allocating
• 2:41
  and they have a goal to allocate a certain percentage to this
• 2:44
  space theoretically, right. So if they have a goal set of,
• 2:48
  you know, I want 5% allocation to the space, I'm going to use
• 2:50
  an index fund, they're going to have that set goal and if the
• 2:54
  market price dumps on them, if they still believe in it,
• 2:56
  they're probably going to be buying.
• 2:57
  So they're like almost ballast on both sides.
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  The other part of it is if they have a 5% allocation and the
• 3:02
  market rips on them, they might sell at the quarter end or semi
• 3:06
  annual yen when they when they rebalance and go back into and
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  and sell some of these products. So I think they're going to,
• 3:13
  over the long term, they're going to be ballast in the
• 3:15
  portfolio or in, in the actual pricing mechanism of these
• 3:18
  things. But again, ETFs are just a part
• 3:20
  of the market. And yeah, I, I, I think overall
• 3:23
  these things, they tend to be long term allocations rather
• 3:29
  than short term trading. Obviously short term trading is
• 3:32
  part of what ETFs are, but for the most part that's what's
• 3:34
  going on. And then the thing I was saying
• 3:36
  about Bitwise is they, I was gonna say this, but I see it too
• 3:39
  when I talk to people in the advisor world, the tradify
• 3:42
  world, and they're looking at this space and they're thinking
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  about allocating whether going from 0% allocation to half a
• 3:48
  percent to 1% to 3, five, whatever percent you're talking
• 3:51
  about that's going on left and right.
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  I see all these wire houses that didn't allow anyone to buy these
• 3:55
  ETFs, turning it on so their advisors can buy them.
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  Morgan Stanley didn't allow any of their advisors to buy any
• 4:00
  exposure to crypto Etps until October of this year.
• 4:03
  And now they filed for Bitcoin salon and Ethereum ETF.
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  Like all those things like the fundamental underpinning of like
• 4:09
  the potential demand coming from like my world very strong.
• 4:12
  And then I go on crypto Twitter and it's like you, you think
• 4:15
  we're in a 2018 style bear market where it's down 70 plus
• 4:20
  percent. So there's like a dichotomy of
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  like the two worlds that I look at of like how people are
• 4:24
  viewing this. And I think it more has to do
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  with obviously a lot of people are probably in NFTS and really
• 4:28
  long, long term, long tail, all coins and stuff.
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  And those obviously haven't done well.
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  But the broader ecosystem I think is it looks pretty strong,
• 4:35
  still sound. Familiar they buy when you sell
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  every single time. 1 analyst called it coordinated buying
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  among large allocators, pension funds and endowments seeking
• 4:47
  relative value. When the people manage
• 4:49
  retirement savings for millions of people decide that Bitcoin is
• 4:52
  undervalued, that matters. $787,000,000 While the fear and
• 4:58
  greed index was screaming sell everything, CK Zheng, ZX Squared
• 5:05
  Capital published a note this week saying Bitcoin is in a deep
• 5:09
  bear market and could drop another 30% this year to
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  $47,000. His argument very simple.
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  The four year cycle Nico's been preaching about about this all
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  along. In the live show, Bitcoin peaked
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  in October, about 18 months after the April 2024 having.
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  And if this pattern holds, the bottom isn't until late 2026 or
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  early 202747 thousand. Everybody breathe.
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  I get it, The pattern has held before, and the math isn't that
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  crazy. We've seen more diabolical dips.
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  But here's what CK Zhang isn't accounting for.
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  I know there's a lot of fear about the four year cycle.
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  We didn't have much of an up cycle by Bitcoin standards.
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  So we think we're pretty well through the down cycle here.
• 5:57
  We may test in this 80 to 90,000 range on Bitcoin, but we do
• 6:02
  think that the test will be successful.
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  It will be the shallowest 4 year cycle decline in Bitcoin short
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  history and then we're off again.
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  We think this is 3 revolutions in one, a global monetary
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  system, rules based, competing against Fiat currency.
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  To be sure, it is a technology revolution and it is the leader
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  of a new asset class. Kathy Wood, Ark Invest We
• 6:32
  believe the four year cycle will be broken.
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  Why the buyers, the ETF holders, the institutions who don't panic
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  sell, The people who just put 787 million in last week while
• 6:45
  CK was writing his bear report? Bernstein has $150,000 price
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  target. Standard Chartered has $150,000
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  price target. Jeffrey Kendrick at Standard
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  Chartered literally said that the halving cycle is no longer
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  relevant because ETF buying has changed the supply demand
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  structure of the market permanently.
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  The four year cycle argument was built in a world before
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  institutional ETFs, before wealth funds, before the world's
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  largest pension fund asked questions.
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  But that world is gone. So when CK says 47,000, I have
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  one question. Are you accounting for the
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  billion and a half dollars that just flowed back in over 2
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  weeks? Are you accounting for Japanese
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  pension fund Morgan Stanley ICE? So thank you, CK.
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  Genuinely, every single time someone calls 47,000, the smart
• 7:37
  money buys another tranche. The New York Stock Exchange,
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  founded in 1792 under a buttonwood tree, what is that
• 7:47
  the most powerful Stock Exchange on Earth?
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  Their parent company, Intercontinental Exchange ICE,
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  just put $200 million into OK XA crypto exchange.
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  They valued it at $25 billion and grabbed a board seat, ICECEO
• 8:04
  Jeffrey Sprecher said. And I'm quoting directly, our
• 8:08
  strategic relationship with OK X will accelerate our plans to
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  offer on chain infrastructure and tokenized assets to US
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  investors on chain infrastructure, tokenized assets
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  from the New York Stock Exchanges parent company.
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  Crazy. OK X's token jumped 58% in one
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  hour. Because when the most powerful
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  Stock Exchange on earth puts $200 million into your house,
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  the market notices the suits aren't fighting crypto anymore,
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  they're buying it. Wall Street didn't lose the
• 8:39
  Bitcoin war. Wall Street is actually just
• 8:41
  joining the winning side. Better late than never, and
• 8:44
  here's what the deal actually means.
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  ICE will license OK X's spot crypto prices to launch US
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  regulated Bitcoin futures. OK X's 120 million users get
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  access to the New York Stock Exchange's tokenized stocks.
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  Two financial worlds merging into one, and Bitcoin is right
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  in the center of both. Think about what it takes to get
• 9:05
  here. ICE sat down with OK X's founder
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  for what was supposed to be a 30 minute meeting and four hours
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  later they had a deal. 4 hours. That doesn't sound like a trend
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  they're chasing. It actually sounds like there
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  was some conviction in those four hours.
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  OK, I have to talk about this one.
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  Kraken, one of the largest crypto exchanges, applied for
• 9:27
  Federal Reserve master account in 2025 years ago.
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  A Fed master account is what gives the banks direct access to
• 9:34
  the Fed payment reels. Fedwire, the system that moves
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  $4 trillion a day. Every real bank has one.
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  Every crypto company 0 until Tuesday, the Federal Reserve
• 9:47
  Bank of Kansas approved Kraken's application.
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  First crypto firm in U.S. history to access the Federal
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  Reserve score payment infrastructure, Kraken's Co CEO
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  said. We can operate not as a
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  peripheral participant in the US banking system, but as a
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  directly connected financial institution.
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  Senator Cynthia Lummus called it a watershed moment for the
• 10:10
  digital asset industry. Five years.
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  Five years for this the same Fed that built the broken system
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  Bitcoin was designed to replace just handed a crypto company the
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  keys to their payment network. the Fed, the same institution
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  Bitcoin was built to make irrelevant, just validated A
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  crypto company as a financial institution.
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  And the banking lobby is mad about it.
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  By the way, the Bank Policy Institute says they're deeply
• 10:36
  concerned. The traditional banks spent
• 10:38
  years keeping crypto off the payment rails and now the door
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  is open. The first one through is always
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  the hardest and Kraken got through regulate that two more
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  quick because they matter. Morgan Stanley, $1.5 trillion
• 10:56
  under management just amended their SEC filing for spot
• 11:00
  Bitcoin ETF. They tapped Coinbase and BNY
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  Mellon as custodians. The infrastructure is being
• 11:06
  built by the people who know how to build it.
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  And across the Pacific, Japan's GPIF, the government's pension
• 11:12
  investment fund, the world's largest pension fund, They
• 11:16
  manage the retirement savings of 67,000,000 Japanese citizens, 1
• 11:21
  1/2 trillion dollars in assets. They just announced that they're
• 11:24
  formally exploring Bitcoin as an investment, sent out an official
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  request for information asking how pension funds around the
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  world are incorporating Bitcoin into their portfolios.
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  They're not buying yet. They're asking.
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  And honestly, that's how it starts.
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  First you ask, but then you allocate when the world's
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  biggest pension fund starts asking questions about your
• 11:47
  asset, that's not noise, that's the signal before the signal,
• 11:51
  the pre signal. It's like a pregame but for
• 11:54
  Bitcoin. And I want you to sit with this
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  for a second. Morgan Stanley manages 1 1/2
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  trillion dollars. GPIF manages 1 1/2 trillion
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  dollars. That's $3 trillion between two
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  institutions that are both moving towards Bitcoin in the
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  same week at the same time, independently.
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  They didn't coordinate, they just did the same math.
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  And look, Morgan Stanley, GPIF, Abu Dhabi, they're all buying
• 12:20
  Bitcoin ETFs. Someone else is holding their
• 12:23
  Bitcoin for them and for them. That's OK.
• 12:25
  But for you, you should hold your own keys.
• 12:29
  That's where the Bitcoin weight comes in.
• 12:31
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• 12:34
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• 12:39
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• 12:42
  control of your stack. Book a free 30 minute
• 12:45
  consultation at the bitcoinway.com/simply.
• 12:49
  Tell them Satoshi sent you. Let me paint the picture of what
• 12:52
  happened this weekend. the US Iran conflict escalated.
• 12:56
  Oil spiked 19 percent, 19 highest level in over 4 years
• 13:01
  over $110 a barrel trending towards 115.
• 13:06
  Stock futures tanked. NASDAQ futures 1 1/2% before
• 13:11
  Monday's open. S&P same The traditional safe
• 13:15
  haven gold actually fell 1.6%, which to us bitcoiners is
• 13:20
  nothing, but I digress. Silver fell over 1% and
• 13:25
  investors ran to the dollar. But Bitcoin, it dropped from 68
• 13:31
  to 66,000 and then it bounced, currently sitting at around 67.
• 13:36
  Now I want you to understand what that means.
• 13:39
  In the middle of an active military conflict, with oil
• 13:42
  spiking in a way that we haven't seen since 2022, with stocks
• 13:46
  down with the market and a genuine risk off panic, Bitcoin
• 13:49
  held better than gold, the supposed safe haven, the thing
• 13:54
  that's been a store value for 5000 years, Bitcoin held.
• 13:58
  James Butterfill from Coin Shares said that Bitcoin has
• 14:01
  been trading between 65 and 70,000 since early February in a
• 14:06
  war with oil prices doubling from the 2026 lows.
• 14:11
  That's not fragile. That's range.
• 14:13
  I'm sticking. With it I think I said $250,000
• 14:16
  Bitcoin and I am going to stick with that until December 31st,
• 14:20
  11:59. Pardon me?
• 14:24
  I tried to make it a little better for you there, Arthur.
• 14:26
  I tried to say it was 200,000, knocked 50 grand off, but you're
• 14:30
  sticking with the 250 by by the end of 2026.
• 14:34
  What do you think? I think we're be, you know, 500
• 14:40
  to 750,000 Bitcoin, I think 2026 and 2027.
• 14:43
  This is the meat of the money, printing the the Trump
• 14:47
  administration is going to do what they know how to do best,
• 14:49
  whatever government knows how to do best.
• 14:51
  When in doubt, print the money. If the people are unhappy, print
• 14:53
  the money and hand them a goodie.
• 14:54
  And they're going to show up with the polls and hopefully
• 14:56
  vote for you, Hayes. Calls Bitcoin a liquidity smoke
• 14:59
  alarm. When the world gets scared,
• 15:01
  governments spend. And when governments spend,
• 15:04
  central banks print. When central banks print,
• 15:07
  Bitcoin rises. The war is the trigger, the
• 15:11
  printing is the fuel. But here's what I find more
• 15:14
  interesting than the bull thesis right now.
• 15:17
  Even before any of that plays out, even before the Fed starts
• 15:20
  cutting, even before the money printer turns on, Bitcoin just
• 15:24
  held during the scariest weekend in months.
• 15:27
  Gold fell and Bitcoin didn't. I don't think you guys
• 15:31
  understand what a big deal that is.
• 15:33
  That's not a prediction that already happened.
• 15:36
  Oil is up 19% and Bitcoin is at $67,000.
• 15:40
  The bears want you to think that means it's about to collapse,
• 15:44
  but I think it means the opposite.
• 15:48
  And if you're watching all of this institutions loading up war
• 15:52
  panic bears calling 47,000 and thinking, OK, I need to start
• 15:57
  stacking. Let me make it easy Bitcoin
• 16:00
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• 16:25
  That's my link. And right now you get three
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  chances to win 1,000,000 SAT's. That's 0.01 Bitcoin just for
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  signing up. Not nothing.
• 16:35
  bitcoinwell.com/simply BTC. So here's the number that ends
• 16:40
  every bear argument. Every single one.
• 16:43
  This month, March 2026, the 20 millionth Bitcoin was mined. 20
• 16:48
  million out of 21,000,095% of all the Bitcoin that will ever
• 16:53
  exist is already here in circulation being held.
• 16:57
  The remaining 1,000,000 will take 114 years to mine.
• 17:01
  The last Bitcoin won't be issued until the year 2140.
• 17:04
  Joe Burnett, analysts at Three Capital, just posted this on X
• 17:09
  this morning, and I want you to read every word of this.
• 17:13
  Over the next 114 years, Bitcoin supply grows 5%.
• 17:17
  If the US dollar's money supply keeps expanding at its
• 17:20
  historical rate, 6.7% per year, and that's the long run average.
• 17:26
  Over those same 114 years, the dollar supply expands
• 17:30
  approximately 1624 times. That's 162,000% monetary
• 17:37
  inflation, 5% supply growth. 5 versus 162 2000.
• 17:43
  But let's make this worse, better for us.
• 17:45
  Between 2.3 and 3.7 million Bitcoin are already gone
• 17:49
  forever. Lost wallets, forgotten
• 17:51
  passwords, hard drives at the bottom of landfills, people who
• 17:55
  passed away without passing on their keys.
• 17:57
  Satoshi's original coins which have never moved once in 17
• 18:03
  years. Those will never come back.
• 18:05
  The blockchain is public and we can see them just sitting there
• 18:09
  forever. Forever.
• 18:11
  So the real number of Bitcoin that can actually be bought,
• 18:14
  sold or stacked, it's closer to 17,000,000 and maybe less
• 18:18
  17,000,000 coins for 8 billion people, for New York Stock
• 18:23
  Exchange's parent company, for Morgan Stanley, for Japan's
• 18:26
  pension fund managing the retirement of 67,000,000
• 18:30
  citizens, for every sovereign wealth fund and every
• 18:33
  institution that's waking up right now.
• 18:35
  And the dollar will inflate 162,000% while that 17,000,000
• 18:39
  grows by exactly 5%. Those two things cannot coexist
• 18:44
  forever. One of them has to break, and
• 18:46
  it's not going to be the one with the fixed supply.
• 18:49
  The institutions know this math. That's why $787,000,000 came
• 18:54
  back in the last week while you were panicking.
• 18:57
  That's why ICE put $200 million into OK X.
• 19:01
  That's why Japan's pension fund is formally asking questions.
• 19:04
  That's why Kraken fought 5 years for a Fed bank account.
• 19:08
  And that's why Morgan Stanley hired Coinbase and BNY by Melon.
• 19:12
  They're not buying Bitcoin because it's going to 47,000.
• 19:16
  They're buying Bitcoin because the supply is almost gone and
• 19:20
  the dollar never stops printing, so stack accordingly.
• 19:24
  We just talked about the 20 millionth Bitcoin being mined,
• 19:27
  so it's only right that we talk about the people doing the
• 19:29
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• 19:32
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  for 20% off. Check miningdisrupt.com for the
• 19:51
  latest event date and location and we'll see you there.
• 19:55
  Here's what I want you to walk away with today.
• 19:57
  Oil spiked 19%. A war is happening.
• 20:00
  The fear and greed index is at 19.
• 20:03
  The bears want 47,000. And in the same week,
• 20:07
  institutions dropped $787,000,000 into Bitcoin ETF's.
• 20:12
  The New York Stock Exchange's parent company invested in
• 20:15
  crypto. Kraken got a Federal Reserve
• 20:18
  Bank account. Morgan Stanley filed a Bitcoin
• 20:21
  ETF, Japan's. Pension fund is asking questions
• 20:25
  and 95% of all Bitcoin that will ever exist is already mined.
• 20:30
  The dip is real, the fear is real, the war is real.
• 20:35
  But the math is even realer. 162,000% monetary inflation
• 20:40
  against 5% supply growth. That's not a trade, that's a
• 20:44
  verdict. Thanks for watching simply
• 20:46
  bitcoins Satoshi. Don't forget to smash the like
• 20:49
  button. Share the show with your
• 20:50
  friends. Drop the comment below.
• 20:52
  I read them all. Follow me on X at Internet
• 20:55
  Sophie without an E at the end. And as always, stack, slay and
• 20:59
  stay bullish, baby.