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Strategy Buys 4,000 Bitcoin in 30 Minutes | Bitcoin's Price Floor Just Changed FOREVER | Simply Originals · Simply Bitcoin

• 0:00
  Bitcoin ripped to 76,000 yesterday.
• 0:04
  Sailor told you to think bigger and then he bought a billion
• 0:07
  dollars of Bitcoin in a single day. 4000 Bitcoin in 30 minutes.
• 0:13
  BlackRock snagged 250 million in 48 hours.
• 0:18
  Morgan Stanley is a buy in and Goldman Sachs is about to have
• 0:23
  some Bitcoin bags. So what the hell is going on?
• 0:28
  Well, if you haven't been paying attention, you see this chart.
• 0:32
  That's Bitcoin crushing gold is a safe haven since the Iran war,
• 0:37
  and the Orchman may have done it.
• 0:39
  U.S. President Donald J Rutherford
• 0:42
  Trump tells Fox News that the Iran war is over and that the US
• 0:45
  achieved victory. But this time it really looks
• 0:49
  like possibly it's more over the last time they're hugging now.
• 0:53
  See, that's a good sign. And bitcoins pump gives credence
• 0:57
  to this as well. And just a couple weeks before
• 1:00
  yes to GFY anyway, Trump floats firing Powell again.
• 1:04
  I mean, are we back? Kind of went off the freaking
• 1:07
  rails for a while. Well, lower interest rates are
• 1:10
  on the horizon straight from the president's mouth.
• 1:12
  And Kevin Walsh's term as Fed chair is set to begin.
• 1:16
  So is the rally just beginning? Well, based on what Sailor just
• 1:21
  said, no one, including Tim Draper and his massive eyebrows
• 1:26
  are bullish enough. Nobody.
• 1:28
  I'm reporting to you now at the turn of the tide.
• 1:32
  Welcome back and you better get strapped in.
• 1:34
  Why? Well, we have a total
• 1:36
  addressable market greater than Goldie Catch and the G forces
• 1:41
  will grab you by the Boo Boo sooner.
• 1:48
  Now what's that do to Bitcoin? Well, we're buying all of it,
• 1:52
  OK. In the week from March 2nd to
• 1:56
  March 8th, we bought one. There were 221 million of
• 1:59
  Bitcoin produced by all the miners in the world.
• 2:01
  And we bought 1.7 X that much. And the following week we bought
• 2:06
  5.3 Bitcoin for every Bitcoin created by a miner.
• 2:09
  So we're in essence, we've created a synthetic miner.
• 2:13
  We're mining all of the Bitcoin in the world.
• 2:16
  When we're doing it with a credit instrument, we're doing
• 2:19
  it for free, OK? All you got to do is believe the
• 2:23
  bitcoins going to appreciate 11% a year or more.
• 2:26
  And what we've done is we've acquired $1.1 billion worth of
• 2:30
  Bitcoin at no cost to our shareholders.
• 2:33
  So let's breakdown what Giga Chat just did and what he's
• 2:36
  going to do because this will not be his only billion dollar
• 2:39
  purchase. Make no mistake, here's the
• 2:41
  numbers. Strategy still has 49 billion in
• 2:45
  ATM capacity to buy more Bitcoin.
• 2:47
  They're not slowing down Michael Saylor's strategy, but over 7000
• 2:51
  Bitcoin in just two hours at 58 Bitcoin a minute, one Bitcoin
• 2:57
  per second. You know, we've, we've gone
• 2:59
  around the world talking to companies about buying Bitcoin.
• 3:02
  Well, what I've concluded is that Bitcoin for corporations is
• 3:06
  stretch. Like if you go to most companies
• 3:09
  with hundreds of millions of dollars of capital and working
• 3:13
  capital, it's probably easier for them and better for them to
• 3:16
  buy stretch than it is to buy Bitcoin.
• 3:19
  It's very difficult for them to convince the board of directors
• 3:21
  that they should buy a 40 Vol asset that with no cash flows
• 3:25
  that they have to mark the market every quarter because it
• 3:28
  might screw with their P&L. But on the other hand,
• 3:31
  convincing the board of directors that they should
• 3:33
  actually collect two or four times more cash flow and not
• 3:38
  have volatility, that's easier. It's like instead of you taking
• 3:42
  100 million and buying Bitcoin and getting on the roller
• 3:45
  coaster, just give me the 100 million.
• 3:47
  I will accept all the risk. I will accept the roller
• 3:50
  coaster. I'll over collateralize it.
• 3:53
  I will give you the 10 or 11% yield back.
• 3:56
  I'll solve the tax problem and I promise not to sell the Bitcoin.
• 4:01
  And and so we're in the business of not selling Bitcoin.
• 4:04
  We got very good at it. We have a PhD in Hodling, you
• 4:08
  know, and so I figure why don't we just hodel for the thousands
• 4:13
  of companies instead of try to convince everybody else to do
• 4:16
  what we're doing and convince their shareholders and their
• 4:18
  board of directors. Let's go ahead and slow this
• 4:21
  down to let it in for the differently abled and roughly 30
• 4:24
  minutes of trading strategy bought around 4000 Bitcoin based
• 4:28
  on last week's capture rate above 100 bucks.
• 4:31
  That's approximately $302 million deployed.
• 4:35
  And here's the part that should break our brains.
• 4:39
  That money never has to come back.
• 4:40
  It's not dead, it's gone into Bitcoin forever.
• 4:43
  Now take that 302,000,000, apply a 25% CAGR and I want to be
• 4:48
  clear that is below what the Bitcoin power law suggests.
• 4:51
  We're being conservative here. After 10 years, that's 2.8
• 4:55
  billion. The cost?
• 4:56
  A fixed 11.5% dividend paid in Fiat, depreciating Fiat while
• 5:02
  the Bitcoin appreciates. Over a decade, that dividend
• 5:05
  runs 347 million. So let's do the math 2.8 billion
• 5:09
  -, 347 million 2.5 billion captured from half an hour of
• 5:15
  stock market activity. Sailor just built an on ramp, A
• 5:18
  legitimate institutional on ramp straight out of the 3% fixed
• 5:22
  income world. We're talking about the largest
• 5:25
  pool of capital on the planet, pension funds, bond investors.
• 5:29
  People have slowly been getting robbed by governments going
• 5:32
  insolvent, and the exit door just opened.
• 5:35
  You're still early. I know that's getting harder to
• 5:37
  believe, but you are. The question is whether you're
• 5:39
  still going to be saying that in 10 years or whether you did
• 5:42
  something about it, because it would be a real shame if
• 5:44
  everybody started to figure this out.
• 5:47
  If this machine maintains its current pace, and there's no
• 5:50
  structural reason it won't, strategy hits 1,000,000 Bitcoin
• 5:54
  before the end of 2026. That's a supply shock, a
• 5:57
  permanent one, the kind that doesn't reverse 1st, the kind
• 6:00
  that gets written about in history books that nobody reads
• 6:02
  anymore because the education system collapsed.
• 6:05
  But that's another video. The price floor for Bitcoin
• 6:07
  appears to be a credit based acquisition engine run by a man
• 6:10
  who has publicly stated he will never sell.
• 6:13
  They changed the game and they didn't ask permission.
• 6:17
  Now let's get to this because we'll game theory Uncle Larry
• 6:20
  sees what's going on and BlackRock scooped up just a
• 6:23
  humble quarter of a billion dollars of Bitcoin in 48 hours.
• 6:27
  Kind of smells, feels, tastes like the momentum has shifted.
• 6:32
  And let me tell you a little something about momentum.
• 6:35
  An old ball coach told me lady momentum is a she'll go to
• 6:40
  whoever wants her most. That guy was absolutely awesome.
• 6:43
  He was bald. He had this one eye that was
• 6:45
  kind of crazy. Went over there freaking
• 6:47
  hilarious. Except one time he had us do
• 6:49
  like 125 up downs. 11 time. Coach had the momentum that day.
• 6:54
  Now what does this have to do with anything?
• 6:57
  Well, nothing really. But back to Uncle Larry.
• 7:00
  Oh, that's it, that's it. He doesn't want to lose, Larry.
• 7:04
  He wants the momentum. And so we have a little bit of
• 7:07
  hungry Hungry hippos going on and the tide turned on news of
• 7:11
  Trump really pushing that the Iran war is over.
• 7:14
  We won in the violence of the move this time in oil, in
• 7:18
  Bitcoin, in the S&P tells us, well, it tells me we may
• 7:22
  actually be closer to that than before.
• 7:25
  As well as the president's statements permanently opening
• 7:28
  the Strait of Hormuz situation will never happen again.
• 7:32
  And she and Trump about to hug it out.
• 7:35
  And that's not all. We have lower rates on the
• 7:37
  horizon and we're getting a few more punches in on old Jay
• 7:40
  Powell before his term is up. But yes, interest rates will
• 7:43
  drop once Kevin Walsh becomes Fed chair, allegedly.
• 7:47
  And on the day that Kevin Walsh becomes the chair and the full
• 7:49
  power and strength of the money printer is unleashed, this will
• 7:53
  be Bitcoin, probably the stock market too, if you're into that
• 7:56
  sort of thing. But it's going to be beautiful.
• 7:59
  The Omega candle. The prophecy.
• 8:01
  That's right, the prophecy. We think that we will no longer
• 8:06
  have U.S. dollar dominance over the long period, but that's over
• 8:10
  a long period of time. The ballpark estimate of how
• 8:13
  long you know when Bitcoin will replace the US dollar. 10 years,
• 8:18
  10 years, something like that. It may be a little less because
• 8:22
  there will be a moment. I mean, the good news here is
• 8:26
  that banks can now hold your Bitcoin and your Fiat currency.
• 8:31
  And so if you desperately you're in a like you see it on social
• 8:36
  media, hey, we got to get rid of our dollars.
• 8:39
  We got to buy Bitcoin. You can do it pretty quickly
• 8:42
  online, but you don't want to be, you know, in line at the
• 8:48
  banks trying to get your dollars out to put them into Bitcoin
• 8:53
  when there is a transformation. I mean, I think that I think
• 8:57
  stable coins are going to be a nice bridge to Bitcoin, but at
• 9:02
  some point people are going to say, you know, why are we, you
• 9:05
  know, having governments? Whenever there's sort of trust
• 9:11
  in government, then great. Then, you know, everybody feels
• 9:15
  like, hey, that's going to be great.
• 9:17
  We're going to use their currency.
• 9:19
  Everything's going to be fine. But that pendulum swings back
• 9:22
  and forth from trust and no trust and trust and no trust.
• 9:26
  And in seemingly in both cases with both parties in the US and
• 9:34
  all parties everywhere, government currencies create
• 9:38
  inflation. And that means and if that
• 9:42
  inflation goes too high, it becomes self fulfilling, it
• 9:46
  becomes hyperinflation and then nobody wants your currency.
• 9:51
  So yeah, I think there will be a moment in time when when there's
• 9:56
  less trust and there's a need for a global currency there,
• 10:00
  there's a need for free trade everywhere.
• 10:05
  So this is a time, I mean you. I think people should buy it
• 10:09
  now. So when Morgan Stanley and
• 10:11
  Goldman Sachs start aping in, don't be surprised because it
• 10:15
  looks like they saw something that the rest of the world saw.
• 10:18
  And things are starting to get a little interesting.
• 10:21
  It's getting spicy paper. Bitcoin may be suppressing us
• 10:24
  for now, but Bitcoin breaking off people's arms and shooting
• 10:27
  the 400K is kind of like nature's response.
• 10:30
  Paper Bitcoin by definition involves A counterparty, the
• 10:34
  only form of pure money that is well, the only two forms don't
• 10:38
  involve A counterparty are Bitcoin in self custody and gold
• 10:40
  in self custody. And so, you know, you can play
• 10:44
  all these paper games until, you know, somebody's arm gets shot
• 10:47
  off or blown off and then it's not fun anymore, right.
• 10:51
  And so as Caitlin Long says, you know, some G sib is going to
• 10:54
  fail because they're going to be on the wrong side of the Bitcoin
• 10:56
  paper trade. And I think that's possible.
• 10:58
  And so, you know, that's and it's the paper, by the way,
• 11:01
  that's creating the rough ride and the ups and downs.
• 11:04
  And I mean, we should probably be higher right now than we are,
• 11:07
  but the paper, you know, the paper Bitcoin has suppressed us.
• 11:10
  But guess what? That works in both directions.
• 11:12
  When the paper when when the people who are short that paper
• 11:15
  realize they're in a world of fucking trouble and have to turn
• 11:17
  around and buy coins that don't exist.
• 11:19
  That's how you go from 67 to 400.
• 11:23
  And that's and that's coming. I mean that that move is coming,
• 11:26
  so. You know when, tell me when.
• 11:30
  You know, soon sooner than sooner than a lot of people
• 11:33
  think. And I, I mean, really the only
• 11:35
  remaining criticism of Bitcoin as money is its volatility.
• 11:39
  That's really the only remaining 1.
• 11:41
  And I think it is generally speaking, going down over time.
• 11:44
  But you know, the paper games are going to have to die and
• 11:47
  we're going to have to see more and more organizations that are
• 11:50
  involved in paper coming, coming a cropper.
• 11:53
  And they will, I think they will.
• 11:57
  And I, you know, so I, I don't, I don't worry about, you know,
• 12:00
  Bitcoin becoming gold 2 dot O from a paper point of view, I
• 12:04
  don't think it'll happen. So.
• 12:06
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• 12:08
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• 12:10
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  outperformed gold during the most critical moment of the like
• 14:10
  past decade and that's not happenstance and the news we see
• 14:14
  now coinciding with this also not coincidence the truth is as
• 14:18
  bitwise CIO Matt Hogan puts here bitcoins total addressable
• 14:22
  market is bigger than basically anything we've ever seen and
• 14:25
  it's going to overtake gold. We've been talking about
• 14:28
  flipping gold. That's been the thesis.
• 14:30
  That is it's happening. That's been the argument.
• 14:33
  It's a process. 34 trillion addressable market.
• 14:36
  Bitcoin captures the slice of it.
• 14:38
  Do the math. But the IT was CIO like Michael
• 14:41
  Saylor says, think bigger. I ran the Strait of Hormuz the
• 14:44
  moment a country proposed charging Bitcoin tolls on
• 14:47
  international shipping lanes. Bitcoin didn't just show up as a
• 14:51
  store of value, it showed up as money.
• 14:52
  Actual, functional, apolitical money that no government can
• 14:56
  freeze. Caesar, sanction away.
• 14:58
  Matt Hogan's words, not mine. In a world where countries have
• 15:01
  weaponized their financial rails, Bitcoin is emerging as an
• 15:05
  apolitical alternative. That's exactly what it is.
• 15:09
  So now the question isn't just does Bitcoin eat up gold's
• 15:12
  market cap, The question is, does it eat the dollars too?
• 15:16
  Because if the answer is yes, and today just gave us more
• 15:18
  evidence that that might be the case, then the $1,000,000 price
• 15:22
  target isn't a ceiling. Bitwise said it themselves.
• 15:26
  We may need to revise our targets higher.
• 15:30
  And while the world is still arguing about whether Bitcoin is
• 15:32
  a scam, Sailor is running a machine that prints Bitcoin
• 15:35
  acquisitions every 30 minutes. BlackRock is buying.
• 15:38
  Morgan Stanley is buying. Goldman is getting bags.
• 15:42
  You're still early. But the window where that
• 15:44
  sentence still means something that's closing.
• 15:47
  Stack accordingly. Wait the hell, look at our likes
• 15:52
  3 or 4 times maybe? I'll pump those numbers up.
• 15:54
  Those are rookie numbers in this racket.
• 15:56
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• 15:58
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• 15:59
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  Do it now, pay the like told, subscribe if you have it and
• 16:22
  give us a PAMP share this episode comment, let us know
• 16:24
  what you think down below and set those notifications.
• 16:27
  We got a lot of great stuff. Couple of surprises coming your
• 16:29
  way, possibly tomorrow. So stay tuned and I'll catch you
• 16:33
  all next time. Love you guys if you prefer.
• 16:36
  To go down. With the ship.