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MicroStrategy to Be Acquired by the Government?! | Simply Originals · Simply Bitcoin

0:00
Well, I got bad news for the bears.
0:03
We're in a digital gold rush and the window is closing.
0:06
Tom Lee just said MicroStrategy could become the biggest company
0:10
in the stock market, and he also said that the government might
0:14
buy it outright to start its Bitcoin reserve.
0:18
Has Sailor been preparing the US strategic reserve all along?
0:23
Well, Gigachad just went full send on Fox Business.
0:27
Trump's on the verge of announcing Powell's replacement,
0:30
and he's dropping an executive order going after the very banks
0:34
that debanked him. Game theory is here.
0:37
Bitcoin is now political, financial, corporate and
0:40
strategic. So the question isn't if Bitcoin
0:44
hits a million, it's who's going to be left holding the bag when
0:47
there's no Bitcoin left. Let's start right here.
0:54
Michael Saylor just dropped nukes on live television.
0:58
You know, so bitcoins, a long term asset, you know, you want
1:01
to hold it for 21 years, it's been returning about 50% + a
1:05
year. It's very volatile.
1:08
Believe it or not, there are a lot of people that want 2X
1:11
Bitcoin. They don't want the Bitcoin
1:12
return, they want 100% return. So micro strategy, the equity or
1:18
strategy the equity is amplified Bitcoin.
1:21
We actually aim to generate 2X the Bitcoin return and 2X the
1:25
volatility. And the way we do it is by
1:28
issuing credit instruments. So believe it or not, there's
1:31
someone that would like to get double the money market return
1:34
or double the yield of their bank account.
1:36
So if we give them 9%, we've doubled their bank account.
1:40
We've kind of beat the SOFR rate by 5%, but you know bitcoins
1:44
returning 50, 5%. So if I take the 5% boost and I
1:49
give it in a short duration Treasury instrument to credit
1:52
investors, the other 45. Sailor didn't flinch.
1:56
He doubled down. Then he hit back at the
1:58
financial media, calling Bitcoin treasuries A Ponzi scheme.
2:02
Of course, speaking in the financial.
2:03
Media. I saw one piece that said it's
2:05
a. Fad Another piece that wonders
2:07
if it's a Ponzi scheme. What?
2:09
What do you say? And and is it.
2:10
Is it a problem for you that? Everyone's sort of trying to
2:13
mimic what you're doing right now with a scarce resource.
2:17
You know, 100 years ago, people disparage companies that wanted
2:21
to use electricity or gasoline in their business.
2:24
They thought that was faddish. Again, they, they just don't
2:26
understand it. This is digital capital.
2:29
So if you're using traditional treasuries as capital, you're
2:33
underperforming the S&P by 10% a year.
2:35
So you're burning money on your treasury.
2:38
If you're using Bitcoin, you're outperforming the S&P by
2:41
something like 40% a year. So the more capital you raise,
2:44
the more capital you hold, the faster you create shareholder
2:48
value. It's not a problem.
2:50
All those companies are adopting the Bitcoin standard.
2:53
It's just like companies deciding to put internal
2:55
combustion engines in their machines, or use electricity or
2:59
the Internet or computer semiconductors.
3:02
It's it's going to become the rule over time because why would
3:07
you want your company to burn 10% of its capital every year
3:10
when it could double or triple its capital every year?
3:14
If you're using Treasuries as capital, you're trailing the S&P
3:18
by 10% a year. With Bitcoin, you're
3:20
outperforming it by 40%. That's why Michigan's pension
3:24
fund just tripled its Bitcoin ETF exposure.
3:27
Sailor is making the corporate Bitcoin strategy not just
3:30
normal, but profitable and well, inevitable.
3:33
And then we got this from Tom Lee quote.
3:36
Bitcoin should be over a million overtime and Lee claims that the
3:40
four year cycle is ending as Bitcoin is replacing gold right
3:44
now. The simplest way to think about
3:46
Bitcoin is that it's gaining traction as bit replacement for
3:52
gold. I think that I think that if
3:54
someone wanted to understand the use case for Bitcoin and there's
3:57
many, but they but they're not too, they don't have a lot of
4:02
conviction around something to me, I can say easily it should
4:04
supplant gold. And so I think Bitcoin should
4:07
be, you know, over a million over time.
4:10
And and then I kind of prescribing to the view that
4:15
there's probably a chance that maybe the four year cycles
4:18
ending for Bitcoin because of the way institutional adoption
4:22
of that thesis is taking place. And so you have institutional
4:26
and permanent, essentially permanent holders of Bitcoin
4:29
coming in. So should be good.
4:32
I mean, so I think Bitcoin should really build upon this
4:35
120 before the end of the year. So you know, 200,000, maybe 250.
4:39
You think the government might just buy MicroStrategy at a huge
4:42
premium instead of buying Bitcoin on the open market?
4:46
I think I heard you on a show being asked about how the United
4:49
States might acquire Bitcoin and going out into the market, I
4:52
mean, that would definitely move the price.
4:54
So didn't you say something about the possibility that the
4:57
government would actually instead try to, let's say, buy a
5:00
company that has a lot of Bitcoin?
5:02
Yeah, I mean, I, I'd say that makes a lot of sense.
5:05
I think the day the US says they want to acquire a million
5:08
Bitcoin, I think bitcoins price is going to go up parabolically,
5:15
right, Because how is the US going to buy it?
5:19
I mean, they can't, you know, if you know their wallet, you're
5:22
going to see every buy, you know, and it's going to become a
5:25
national pastime for everybody because they're a long buyer.
5:31
I think it's going to be easier for them to buy large holders of
5:36
Bitcoin, maybe even give tax amnesty, right You.
5:39
That's why they're saying it's tax free.
5:43
We won't tax capital gains. They'll do everything they can
5:46
to try to acquire Bitcoin. Maybe, but MicroStrategy has a
5:50
sovereign put. They have 600,000 Bitcoin.
5:52
That's the easiest way to get to 1,000,000 Bitcoin.
5:56
Well, so how would that work though?
5:58
I mean, for people watching that think like property rights,
6:02
hello. I mean those who are enshrined
6:04
in our Constitution, would, would a company have to sell to
6:07
the government as long as they're willing to pay fair
6:09
market? I mean, like, could they
6:11
essentially nationalize a company?
6:13
How does it? Work logistically well.
6:16
The US has a history of acquiring and paying for
6:19
strategically important things. They just.
6:22
Did so with the rare earths. I mean the Pentagon deal with
6:25
MPI, feel like it's not nationalizing it, but it's a
6:28
strategic move. Yeah, I, I think the, the US
6:32
government takes a private sector approach to that.
6:34
So if Microstrategy's at 400 and the clearing price to do that
6:41
deal is 3000 or something, it's probably cheaper to do that than
6:45
to try to might buy a million Bitcoin.
6:47
What do you think Michael Saylor's reaction to that would
6:49
be? I'm not Michael Saylor, but I
6:53
know that his personal holdings of Bitcoin, he'll never sell,
6:57
right? And he'll let them essentially
7:00
become, you know, he'll help permanently help Bitcoin's
7:06
legacy because he'll just let the keys expire with him.
7:10
But for MicroStrategy shareholders, he might have a
7:15
different view because at the end of the day, he'll probably
7:18
weigh where he can get MicroStrategy versus someone
7:25
making a hostile takeover bid. I mean, it's just hypothetical.
7:29
So I. Mean is this like your base
7:30
case? Do you think that the government
7:32
will acquire Bitcoin by just acquiring one of these
7:34
companies? I if again if I had to war game
7:39
that there's 600,000 Bitcoin in micro strategy.
7:43
On the right of more Gosh, it's so fascinating.
7:45
I have I have so many questions. It's not crazy, it's plausible.
7:49
And 60% of strategy stack came after Trump's election.
7:54
Regulatory clarity equals corporate FOMO equals
7:58
institutional scramble. Is there has been so much
8:01
fundamentally positive news and it's just been buried sort of in
8:06
the background. We've we've caused ourselves to
8:08
ignore it. There's this tragic Bitcoin
8:10
reserve that the SEC pulling back on essentially every
8:13
lawsuit. There's progress on stable coin
8:15
rate legislation. There's talk of market structure
8:18
legislation. There was the White House crypto
8:21
summit. These are game changing positive
8:24
developments that should put Bitcoin trading at 150 or
8:28
$200,000 today. It's been suppressed because in
8:33
the short term this overhang of the economic uncertainty is
8:37
weighing on the markets. I think if that is released,
8:40
we're at new all time highs quickly and we're on our way to
8:42
where I think we'll be at the end of the year, which is
8:45
Bitcoin 200,000. So I think there's been this
8:47
sort of suppression of really good news if that is that
8:51
suppression is removed. I think it's a coiled spring.
8:54
So in that scenario, I think we do exceptionally well.
8:58
Is there? Anything else that needs?
8:59
To happen to get us to Bitcoin AT200K by the end of the year.
9:03
I don't think so. You you have these three
9:05
horsemen of insatiable demand for Bitcoin.
9:07
You have ETFs, which I continue to think will have strong net
9:11
flows this year. You have companies.
9:13
We saw MicroStrategy buying more Bitcoin.
9:16
I think the number of companies buying Bitcoin is going to
9:18
triple this year. I think the game theory is on.
9:22
It's slower than people maybe want in this impatient crypto
9:26
world, but I think countries around the world are going to be
9:29
buying Bitcoin. So there is structurally more
9:31
demand than supply in Bitcoin. I think all we need is to
9:34
release this sort of economic gloom that's hanging over us.
9:38
If we do that, I think it's I think it's straight to the
9:41
races. And the legend Adam back,
9:43
possibly Satoshi says we got a long way to go. 200 trillion is
9:47
coming. Bitcoin is more of a gold
9:50
competitor, so it has an, an investment component.
9:54
And of course the adoption story as it, as it gains use is, is
9:57
what's driving it. I think eventually it will
10:00
reach, you know, full adoption. We don't know where that will
10:03
be. You know what does that look?
10:04
Like. What does full adoption look
10:06
like? So I think the, you know, one
10:09
target is gold and you know, gold values are quite high at
10:13
the moment because of the macro hedge phenomena where
10:16
governments will buy gold in times of uncertainty.
10:19
And so, but even there with the current Bitcoin price level,
10:23
it's within about a factor of 9 of reaching the gold market cap
10:27
and then the larger addressable market for monetary premiums in
10:33
different assets like housing. There's a lot of monetary
10:36
premium there where people will buy an apartment and not use it,
10:39
not even rent it out, just as an investment vehicle, right.
10:41
So you see a lot of under used housing premium in the housing
10:45
sector in different countries and obviously premium in shares
10:50
in stock markets and bonds and other forms of alternative
10:54
assets. And so you know how Finney
10:57
actually estimated that to be 200 trillion And like
11:01
surprisingly he did this in like I think 10th of January 2009,
11:05
before there any transactions in any market value.
11:08
So it's quite kind of forward-looking estimate, but it
11:11
seems to be still, you know, considered a reasonable estimate
11:16
of the size of that addressable market.
11:18
Now we don't know, you know, how much of that Bitcoin will
11:21
capture. So there's a bit of conjecture
11:22
there, but it seems logical that, you know, if the
11:25
institutional adoption continues and the retail interest
11:28
continues that Bitcoin could get there.
11:31
Do you remember who wins the first country to print money to
11:35
buy Bitcoin and strikes? Jack Muller says the US is on
11:38
the verge right now. I think the next big step would
11:43
be if a government that has the ability to print and debase and
11:47
uses a central bank to manipulate and control and
11:51
influence the time, energy, effort and labor of the populace
11:55
and of society. If a if a government that has
11:59
that power is able to buy Bitcoin and acknowledge it, not
12:03
even the legal tender part, just acknowledge it, own it and
12:08
validate it, that would be huge deal.
12:12
And I actually think the United States of America is probably in
12:17
the best position to do that. And where I think they're the
12:19
most likely candidate because they have the world reserve
12:22
currency. Like the US is like, like we
12:27
just issued debt. Like we're, you know, being
12:29
part, being the world reserve currency implies that we run
12:33
these massive deficits and we issue all of this debt, right?
12:36
And so we are the most incentivized to actually start
12:40
backing our future promises with something real.
12:44
So I told, you know, my chief of staff is somewhere in the
12:48
audience. I told him, like after El
12:50
Salvador, people would ask me, you know, what's the next?
12:52
Is it, you know, Guatemala, Argentina.
12:54
Everyone was like looking on a map, looking through Latin
12:57
America. I said, you know, it might be
12:59
the United States. Bitcoins, very American.
13:03
And the United States in theory is technology innovation,
13:07
inclusion, equality. Every note on the network is
13:10
treated equal. You can come and and go as you
13:13
please. So maybe I'm manifesting a
13:16
little bit. Maybe this is less of a
13:18
prediction, more of a hope. But I think that would be a
13:21
really big deal. And as big of a deal as El
13:23
Salvador was. The next step would be a
13:26
government that actually can print their money and debase the
13:29
populace through money printing. If they were to say this Bitcoin
13:33
thing's legit and we should have some, I think that'd be massive.
13:38
Folks, we may not be that early anymore, but we're right on
13:42
time. We're about to bring it home
13:44
today as the orange man has gone after the banks.
13:47
But before we do, look at our likes 3 or 4.
13:51
Times maybe? I'll pump those numbers.
13:52
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15:14
Go dive. And right when you thought the
15:17
clown show couldn't get crazier, Trump just declared war on the
15:21
banks. Is there a different topic?
15:23
The Wall Street Journal is reporting that you're prepping
15:25
an order that they say would punish banks that discriminate
15:28
against conservatives, including potentially Bank of America.
15:32
I'm going to be actually talking to Brian Moynihan here later
15:35
today. Can you tell us about that
15:37
executive order, What's in that, and what do you think the banks
15:40
have done? Well, they did discriminate.
15:43
I had JP Morgan Chase. I had hundreds of millions of
15:46
dollars in cash. I could see if they want to, you
15:49
know, if they want to do something bad because you don't
15:52
have any money and you're defaulted and you're they took
15:55
people out. But I'll give you me as an
15:57
example. I had hundreds of millions.
15:59
I had many, many accounts loaded up with cash.
16:03
I was loaded up with cash and they told me, I'm sorry, Sir, we
16:08
can't have you. You have 20 days to get out.
16:11
I said, you got to be kidding. I've been with you for 3540
16:15
years. They said, and and I mean it, I
16:19
had all this. I didn't know what to do with
16:21
it. And I went to, and you could ask
16:24
him, maybe he's not going to admit it.
16:26
So I said, you know, I was informed by my people that we
16:29
have to get out of Chase Manhattan, That's Jamie and JP
16:34
Morgan Chase. So I said, I can't believe it.
16:37
Well, I was never in this situation before.
16:41
I've never had anything like it. And it's not like, Gee, you
16:43
defaulted on a loan, you know, geez, if I could understand
16:46
that, that's different. But there's no default.
16:48
I mean, there's nothing but cash.
16:50
It's a really gut. I have a really great company.
16:52
And then what happens is I call a Bank of America routinely
16:56
because when I was president, this was after I get out by the
16:58
way, I call a Bank of America routinely and I speak to him and
17:03
I speak to a couple of people and they have 0 interest.
17:07
Brian was kissing my ass when I was president and when I called
17:12
him after I was president to deposit a billion dollars plus
17:17
and a lot of other things. More importantly to open
17:19
accounts, which banks always like.
17:20
They like accounts because they get interest free, you know, the
17:23
overnights and things, a lot of reasons for it, but they like
17:26
accounts. I had hundreds of accounts and
17:29
he said we can't do it. No, we can't do it.
17:32
So I went to another one, another one, another one.
17:34
I ended up going to small banks all over the place.
17:37
I mean, I was putting 10 million here, 10 million there, did
17:41
5,000,010 million, 12 million. I have them all over the place.
17:44
The craziest thing, and it's lucky I even had them.
17:48
They were doing me a favor. And that's because the banks
17:52
discriminated against me very badly and I was very good to the
17:55
banks. I had the greatest economy in
17:56
the history of our country when I was president.
17:59
And by the way, our economy now will blow that away and you see
18:03
it happening. But our economy now, because
18:05
we're a rich country again, because of our trade deals,
18:08
we've become a rich country again.
18:09
But no, they did, they totally discriminate against I, I think
18:13
me maybe even more, but they discriminate against many
18:16
conservatives. You know, I told that story and
18:18
sitting around tables with other people that were conservative or
18:21
Trump supporters. I, I think the word might be
18:24
Trump supporters more than conservative.
18:26
And I believe what they did is they went to the regulators.
18:29
You know, banks are not afraid of anything but a regulator.
18:32
They're regulators and their wives.
18:34
They're more afraid of their wives than the regulators.
18:36
But the, the, the first, the group they're really afraid of
18:40
is bank regulators. And I believe that Biden or
18:44
Kamala, and I don't think they're smart enough to do it.
18:46
But the people that are surrounding the beautiful
18:49
Resolute Desk, you know, the high IQ people that are radical
18:53
left, I believe they told the banking Commission, the bankers
18:58
that the, the banking regulators do everything you can to destroy
19:02
Trump. And that's what they did.
19:05
And guess what? I'm president.
19:08
How did that happen? They froze them out, 10s of
19:11
millions. He tried to deposit a billion.
19:14
Bank of America said no, we can't do it.
19:16
Guess what? He's now writing an executive
19:19
order banning banks from denying services to Bitcoin companies.
19:22
Operation Choke Point is over. And in his interview, Trump said
19:27
he's replacing Jerome Powell and soon.
19:30
And he's got four names on the list.
19:32
He even confirmed that Scott Besson turned it down.
19:36
Jay Powell is a highly political and I think, you know, I call
19:40
him too late, Jerome, too late Powell, he's too late.
19:44
He's too late always he always has been, except when it came to
19:47
lowering interest rates before the election.
19:49
You know that he that he did, he worked that out.
19:51
Who would you replace him with? Did I know you watch the show?
19:53
Occasionally. And we had an extended interview
19:56
with one of the perspective replacements.
19:59
Kevin Wash, were you? Watching that.
20:01
Day or or I was he's very he's very good.
20:04
He's very good. Sometimes they're all very good
20:06
and then you put them in there and then they don't do so good.
20:10
But a lot of them I think I think he's a very good guy.
20:13
I think I say Kevin and Kevin, both Kevin's are very good and
20:18
there are other people that are very good too, but Kevin's, I
20:21
don't know if that's good. A lot of times, a lot of times
20:25
they're very good, like this character that we have and then
20:29
out your own. Too late, pal.
20:30
He was very good. He said, Sir, I'll keep interest
20:33
rates so low. I'm a low interest rate person,
20:35
Sir. You can only hear him talking
20:38
over the desk. Somebody that worked for me was
20:41
a big fan of not a fan of his. He hardly knew him, but he
20:44
wanted him so badly. I did somebody if everybody put
20:46
him in there. No, he's too late.
20:48
He's too late. That name was.
20:50
Can you give him? Can you?
20:50
Handicap it at all who who you're or you won't know.
20:53
When will you know and and when will you announce?
20:57
And I have two other people that are doing well.
20:59
Enoch. It's in the end, there are
21:01
numerous people that are qualified.
21:04
Everyone on your phone right now in terms of at your beautiful
21:07
studio would be very qualified. In my opinion, you guys are
21:11
better than most of the people that do it for a living.
21:13
But that watched, I watched a lot actually.
21:16
No, I think that it'll be one of four people.
21:21
We're not going to make the decision soon.
21:23
And don't forget we have somebody that left early, which
21:25
was a pleasant surprise. We have a woman that left early.
21:29
She announced 2 days ago and she said she's leaving and I'm going
21:31
to be announcing that very shortly too.
21:33
That will be most likely it'll be for the four months, you
21:36
know, for the short period of time.
21:38
But a lot of people say that when you do that, why don't you
21:41
just pick the person who's going to head up the Fed?
21:43
That's a possibility to. President Trump, you said there
21:46
are four names. There are two other names that.
21:48
Have been mentioned. In the.
21:49
Press 1 is governor. Waller, The.
21:51
Other is the Treasury Secretary, Scott Besant.
21:53
Are those the four that you're considering?
21:55
Well, I love Scott, but he wants to stay where he is.
21:57
I will. I'll take him off the because I
21:59
asked him just last night, is this something you want?
22:02
Nope, I want to stay where I am. He actually said I want to work
22:05
with you. It's such an honor.
22:07
I said that's very nice. I appreciate that.
22:10
But no, Scott wants to do what he said.
22:12
He's doing a great job and he wants to do what he's doing.
22:15
So I just take him off. He he does not want it.
22:17
He would. He likes being Treasury
22:19
Secretary. He's doing a really good job.
22:20
We made the greatest trade deals in the history of our country.
22:23
We had to because we were being ripped off by the world.
22:25
It's not like we had a choice. The.
22:27
Barriers are falling fast. CFTC now allowing spot Bitcoin
22:31
buying directly on futures. And in Brazil, first ever
22:35
strategic Bitcoin reserve hearing is August 20th.
22:39
Finance founder CZ says countries will print money to
22:42
buy Bitcoin. You heard Jack Mahler's say the
22:45
same. And now Tom Lee is floating a
22:47
MicroStrategy buyout and Trump is going full laser eyes.
22:51
Let's close it out strong because this next decade it's
22:55
the digital land grab of our lifetime.
22:57
Every crash was a lifetime buying opportunity.
23:01
Every correction was called a crash.
23:04
Zoom out DCA and don't stop stacking.
23:07
And if you needed more motivation, dead Bitcoin has now
23:10
died 431 times. If you about $100 each time,
23:16
you'd be sitting on 120 million right now.
23:19
Sailor says a million is the floor.
23:22
Tom Lee says the government's coming.
23:24
Trump says Operation Choke Point is over.
23:26
And the CFTC says spot Bitcoin is a go.
23:30
You've got 10 years before all the Bitcoin is gone, before the
23:33
institutions own it, before every government FOMO's in,
23:37
before digital gold just becomes gold.
23:40
Speaking of digital gold rush join us at mining disrupt 2025
23:45
it's only months away, the biggest Bitcoin mining
23:47
conference and Expo in the world they're heading to Dallas, TX
23:51
November 11th through the 13th meet the legends building the
23:54
hash power revolution from sovereign mining to AI plus
23:58
Bitcoin integration. This is where the next wave of
24:00
Bitcoin history is being written grab those tickets today come
24:04
see the simply Bitcoin team on the news desk and don't forget
24:07
to use promo code simply Bitcoin for 20% off.
24:10
Hope you guys enjoyed this one don't forget to like subscribe
24:13
and give us a pant by sharing the sound money gospel set those
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daily because we got tons of content coming your way stay
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tuned love you guys catch you next time if you.
24:26
Prefer to go down. With the ship.