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Worlds LARGEST Bank is FREEZING Bank Accounts: Are YOU Next? | Simply SatoSHE · Simply Bitcoin

• 0:00
  Bitcoin is an existential threat to Wall Street, but the big
• 0:03
  banks like JP Morgan are not going down without a fight.
• 0:06
  What we're seeing between Wall Street giants and Bitcoin
• 0:09
  companies like Strategy and Strike is a battle Royale for
• 0:13
  control of the monetary system that goes all the way up to
• 0:17
  President Trump himself. So pull up a ringside seat to
• 0:20
  the financial fight of the century.
• 0:23
  This is simply Bitcoin's Satoshi.
• 0:25
  Let's go. Operation Choke .2 Point O has
• 0:34
  been so much bigger than many of us knew, so I was so glad that
• 0:39
  Marc Andreessen got on Joe Rogan's program and blew it up.
• 0:44
  And then you had all kinds of people who've been debanked get
• 0:48
  on X and explain what DE banking has done to their businesses.
• 0:54
  It could be a gun manufacturer, it could be a marijuana
• 0:57
  business, it could be an oil and gas producer.
• 1:00
  And it's definitely been crypto assets.
• 1:03
  They have illegally, and I mean this government, our government
• 1:06
  has illegally gone after an industry and tried to snuff it
• 1:11
  out through the regulatory state, through the bureaucracy.
• 1:14
  Senator Cynthia Lummus tweeted that Operation Choke .2 Point O
• 1:18
  regrettably lives on in response to the latest developments in
• 1:22
  the war between the establishment and Bitcoin
• 1:25
  companies. It's basically monetary Mean
• 1:28
  Girls like the movie, and the bankers are telling the
• 1:31
  bitcoiners that they can't sit with them.
• 1:33
  So that's gets. The rules.
• 1:34
  And you can't. Sit with us.
• 1:36
  Ever Chase D banked strike CEO Jack Molars without giving any
• 1:41
  other reason than concerning activity.
• 1:43
  Eric Trump recently described getting D banked because of his
• 1:47
  father's politics. Not only was ID banked, so many
• 1:49
  people in this country were D banked.
• 1:51
  And every every day millions of people around the world are D
• 1:53
  banked for no reason whatsoever. I happened to be D banked.
• 1:55
  He was my father wore a hat that was read that said Make America
• 1:58
  Great Again. And I started getting letters.
• 2:00
  I got a letter from Capital One effectively closing 300 of our
• 2:03
  corporate accounts. I got a letter from JP Morgan
• 2:05
  Chase closing 52 of our, our corporate accounts.
• 2:08
  I got letters from Bank of America.
• 2:10
  These are the largest financial institutions on, on earth
• 2:12
  closing our accounts for no reason.
• 2:13
  These are golf courses, these are condominium associations.
• 2:15
  These are hotels, These are restaurants that we have in the
• 2:17
  portfolio. They didn't give a damn.
• 2:19
  They wanted to take the rails out from under us.
• 2:22
  They, they wanted to debank us. They wanted to de platform us
• 2:25
  and they want to hurt us. And, and I realized very quickly
• 2:27
  that the very same people who are coming after us, those banks
• 2:30
  are also going after, you know, people of cryptocurrency who
• 2:32
  just wanted to improve the system.
• 2:34
  You know, why is it that you can't send a wire transfer after
• 2:37
  5:00 on a Friday afternoon right now?
• 2:39
  Now, that makes complete sense to me as a business guy, right?
• 2:41
  JP Morgan wants to hold your money, you know, for, you know,
• 2:44
  72 hours over the course of a weekend.
• 2:45
  They want to take the interest associated with 10's and 10s of
• 2:48
  billions of dollars that are sitting in purgatory, You know,
• 2:51
  is that fair to the average consumer?
• 2:52
  And by the way, is that financial freedom?
• 2:54
  You literally can't move your money for a 48 or 72 hour period
• 2:57
  of time. It's insane.
• 2:58
  It's asinine, right? And so, you know, in
• 3:00
  cryptocurrency, you can be, you can move unlimited amounts of
• 3:03
  money for virtually 0 fees. No middle man, no, none of these
• 3:06
  crazy door banking fees at 11:00 on a Saturday, you know, from,
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  from your cell phone while having a glass of, you know,
• 3:12
  wine with your husband or your wife.
• 3:15
  Isn't that financial freedom? Isn't that modern finance?
• 3:17
  Same thing. I mean, try finance at home.
• 3:20
  You go through a process for 120 days, you know, your customer
• 3:23
  with a bank that you've banked that for, you know, 30 years.
• 3:27
  Does that seem correct? Does that seem technologically
• 3:30
  advanced? It's not.
• 3:31
  And Michael Saylor, executive chairman of Strategy, which
• 3:35
  holds the largest Bitcoin treasury of any public company
• 3:39
  in the world, finds himself in the crosshairs after JP Morgan
• 3:43
  noted that his ticker, MSCR, could be excluded from one of
• 3:47
  the largest stock indexes, effectively cutting off massive
• 3:51
  capital inflows and handicapping the stock price.
• 3:55
  When Bitcoin specifically, you had JP Morgan, JP Morgan CEO and
• 3:59
  Chairman Jamie Dimon calling it essentially pet rock and once
• 4:03
  again calling into question it's worth and its value here.
• 4:06
  I would love to get your reaction, especially as some of
• 4:09
  the financial industry elites and figureheads are continuing
• 4:13
  to cast some doubt here. Yeah.
• 4:17
  Thanks for having me, Brad. What do I think about Jeffrey
• 4:22
  Epstein's banker being concerned that a distributed,
• 4:26
  decentralized, open public money could potentially be used for
• 4:30
  bad things sitting on a ski resort in Davos?
• 4:34
  I don't really care. I don't know why anyone cares,
• 4:37
  right? I mean, that guy knows when
• 4:40
  money is used for bad things. So I it's a weird opinion of
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  his. And my pet rock was up, as you
• 4:45
  said, 160% last year. It performed well against the
• 4:49
  dollar. So I don't know.
• 4:50
  I don't really care what that guy has to say about Bitcoin.
• 4:54
  I don't know why anybody does. Everyone remembers the infamous
• 4:57
  dump on October 10th. No balance, just bad vibes and
• 5:01
  pain. Maximum Pain MSCI, the world's
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  second biggest index company, quietly announced a review of
• 5:09
  Bitcoin heavy companies like Sailor Strategy MSCR.
• 5:13
  Basically, you bought too much Bitcoin and now you're not
• 5:17
  allowed to play with the big boys.
• 5:19
  The Mean Girls of Trad 5 finally realized that the New Girl is
• 5:23
  actually pretty hot, but they're not going to let her be Queen
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  Bee so easily. MSCI recently announced that
• 5:31
  they are evaluating whether Bitcoin treasury companies that
• 5:33
  hold more than 50% of their balance sheet in Bitcoin should
• 5:37
  be removed from their indexes. It is essential that this
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  decision is made correctly because the logic behind removal
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  rests on a misunderstanding of what these companies actually
• 5:46
  are. The argument is if a company
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  holds a large amount of a digital commodity, it begins to
• 5:51
  resemble an investment vehicle rather than an operating
• 5:54
  business. I understand that perspective,
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  but Bitcoin treasury companies have real operations, real
• 5:59
  customers, employees, products, revenue, and GAAP operating
• 6:02
  income. They do not meet the legal or
• 6:04
  economic definition of an investment company.
• 6:07
  The only reason Bitcoin has grown to represent such a large
• 6:10
  percentage of their balance sheet is because the treasury
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  strategy succeeded. Strategy itself is up over 1000%
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  since adopting a Bitcoin treasury.
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  Bitcoin is long term savings technology, so these companies
• 6:20
  that adopt this strategy and save Bitcoin for multiple years
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  have been rewarded. It is also important to
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  recognize that this 50% threshold is arbitrary.
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  There is no financial theory, regulatory framework, or
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  academic foundation that supports using this cut off.
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  It is not tied to volatility, contribution, operating income,
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  sector classification, or balance sheet risk.
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  Adopting an arbitrary rule would allow subjective judgments that
• 6:43
  do not reflect how markets actually value companies.
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  Many Bitcoin treasury companies also use Bitcoin as their hurdle
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  rate for capital allocation. Bitcoin appreciates faster than
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  almost any other asset, so most real investments do not clear
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  that hurdle today. As a result, these companies
• 6:57
  naturally accumulate large treasury positions because it is
• 7:01
  rational to save in the strongest monetary asset
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  available. Over time, as the Bitcoin
• 7:05
  adoption curve matures and appreciation rates moderate,
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  this dynamic may evolve and companies may deploy capital
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  more aggressively. A temporary imbalance between
• 7:14
  Treasury assets and operating assets should not be the grounds
• 7:17
  for permanent index exclusion. Digital asset treasury
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  companies, otherwise known as DAT companies like Sailors
• 7:24
  Company, had driven most of the buying in this cycle.
• 7:28
  MSCI is trying to classify strategy as a fund now, not a
• 7:32
  company. And if that happens, strategy
• 7:35
  gets kicked out of all major equity indices, which triggers
• 7:39
  forced selling from pension funds, retirement accounts,
• 7:43
  ETFs, etcetera. And I think that that's why the
• 7:46
  market dumped smart money probably repositioned before the
• 7:51
  ruling. Imagine this.
• 7:53
  It's like being kicked out of every group project because you
• 7:56
  were doing too well. I guess Sailor is just an
• 7:59
  overachiever. Maybe he's been Bitcoin's actual
• 8:03
  employee of the year this whole time and not Larry Fink.
• 8:06
  I think we got that wrong. I just want to ask you about the
• 8:09
  JP Morgan report that came out this morning warning that
• 8:12
  strategy could be excluded from benchmarks like NASDAQ, MSCI,
• 8:17
  and it could trigger an estimated $2.8 billion in
• 8:21
  automatic outflows. That's just from the MSCI alone.
• 8:24
  What's your response to that? I think it's a bit alarmist.
• 8:29
  I'm not so sure the numbers are nearly that high.
• 8:32
  I think actually the numbers would be much smaller.
• 8:34
  I also think it's already priced into the market by a factor of
• 8:39
  10 if you count it. I don't think there's any
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  relationship between the decision making of MSCI and the
• 8:46
  NASDAQ 100 or the S&P 500 index allocators.
• 8:52
  The company is an operating company.
• 8:55
  It's just like insurance companies use capital in order
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  to create financial products and banks use capital, create
• 9:01
  financial products. We use capital to create digital
• 9:04
  credit finance products. It's possible there are people
• 9:07
  in the world that don't fully appreciate digital credit or
• 9:10
  digital treasuries. That wouldn't surprise me.
• 9:13
  We had that challenge with bankers.
• 9:16
  They didn't want to bank Bitcoin.
• 9:17
  We had that challenge with accountants that were a little
• 9:20
  bit skeptical of digital assets accounting.
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  The accountants embrace the asset, the bankers embrace the
• 9:27
  asset, the politicians embrace the asset.
• 9:29
  We had the challenge with credit rating agencies, and they just
• 9:33
  embrace the asset. We're starting to get credit
• 9:35
  ratings. We have the challenge under the
• 9:37
  Basel Accords, where Basel Accords allocate 0 value to
• 9:41
  Bitcoin, and now they've announced they're going to
• 9:43
  reconsider that. So I'm not concerned that we
• 9:46
  have these kind of concerns. I love that, he says there, it's
• 9:49
  not that big of a deal. Sailor fires back.
• 9:52
  We're not a fund. We're an operating company
• 9:55
  building Bitcoin backed financial innovations.
• 9:58
  He highlights his $500 million software business, 7.7 billion
• 10:03
  in digital credit instruments, new structured credit products
• 10:07
  like STRCSTRK, et cetera, all backed by Bitcoin.
• 10:12
  And these aren't altcoins. They're like corporate bonds for
• 10:16
  the Bitcoin era. He's not making dodge coins.
• 10:19
  He's actually issuing regulated debt that's backed by Bitcoin
• 10:24
  and apparently Wall Street hates that.
• 10:27
  But what Wall Street hates more is stacking straight from the
• 10:31
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• 13:02
  I've always been deeply opposed to crypto, Bitcoin, etcetera.
• 13:05
  You pointed out the true use case for it as criminals, drug
• 13:09
  traffickers, anti money loaning, tax avoidance.
• 13:12
  And that is a use case because it is somewhat anonymous, not
• 13:15
  fully and because you can move money instantaneously and
• 13:18
  because it doesn't go through as you mentioned, all these systems
• 13:21
  have built up over many years. Know your customers, sanctions
• 13:24
  OFAC it's didn't get bypassed, all of that.
• 13:27
  I If I was the governments, I'd close it down.
• 13:29
  BlackRock, Fidelity, JP Morgan all want paper Bitcoin control.
• 13:34
  Sailor, on the other hand, bought the real thing.
• 13:37
  Faster, bigger, and and at lower prices.
• 13:40
  He's definitely paid his price of tuition and now they're
• 13:44
  trying to ostracize him not because he's reckless, but
• 13:47
  because he's winning. The ETF crowd wants to look like
• 13:51
  they're pro Bitcoin as long as they're the ones controlling the
• 13:55
  rails. And let's be honest, we figured
• 13:57
  this out a minute ago. We were rooting for them, but
• 14:00
  then we remembered that they are evil as fuck.
• 14:03
  Sailor built a competing financial system and they're
• 14:06
  jealous. It really is.
• 14:07
  Mean Girls, Mean small street. He bought more Bitcoin than the
• 14:11
  rest of them combined, and now they want to push him in front
• 14:14
  of a bus. So do you know what everyone
• 14:16
  says about you? They say that you're a
• 14:18
  homeschooled jungle freak who's a less hot version of me.
• 14:22
  Yeah. So don't try to act so innocent.
• 14:24
  You can take that fake apology and shove it right up your
• 14:27
  hairy. I swear that was the last Mean
• 14:31
  Girls reference. So let's go back to this amazing
• 14:35
  video by Joe Burnett where he talks about what this all means
• 14:38
  for Bitcoin. Removing these companies would
• 14:40
  strip an entire category of corporate innovation from the
• 14:43
  investable universe and prevent passive investors from owning a
• 14:46
  strategy that the market clearly values.
• 14:49
  There's also a clear impact on the passive investors who rely
• 14:52
  on MSCI indexes for long term investment.
• 14:54
  If Bitcoin continues to outperform most asset classes,
• 14:57
  removing the companies that capture that outperformance will
• 15:00
  cause the index tracking products to fall behind the true
• 15:03
  market. MSCI exists to provide neutral
• 15:05
  access to the full opportunity set that markets produce.
• 15:09
  Excluding high performing companies because they hold a
• 15:11
  novel, unique, superior monetary asset creates an active bias,
• 15:15
  not a passive one. Most importantly, an index
• 15:17
  provider should not decide which monetary assets are acceptable
• 15:21
  for corporations to hold. Bitcoin is monetary savings for
• 15:24
  these companies. It plays the same role as cash
• 15:27
  or gold. Excluding companies because they
• 15:29
  hold a harder form of money is monetary discrimination.
• 15:32
  It punishes responsible treasury management and rewards companies
• 15:36
  that hold depreciating currency instead.
• 15:38
  This approach would also discourage corporate innovation.
• 15:41
  It implies companies should remain in weaker monetary assets
• 15:44
  to stay index eligible rather than adopt stronger balance
• 15:47
  sheet strategies. That is not healthy for markets
• 15:50
  or long term capital allocation. If MSCI wins, legacy finance
• 15:54
  locks Bitcoin behind walls, gates and custodians.
• 15:57
  If sailors model survives Bitcoin, native finance starts
• 16:01
  to grow from within the system and eventually replaces it.
• 16:05
  Either way, January 15th, 2026 is now a key date.
• 16:10
  Until then, the market may stay depressed, but the fundamentals
• 16:14
  are louder than ever. And before we wrap up the show,
• 16:17
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• 17:10
  Now let's wrap up the show. If they're this scared of one
• 17:13
  man with a Bitcoin balance sheet, imagine how scared
• 17:17
  they'll be when the whole world starts opting out of traditional
• 17:21
  finance. That's going to actually be the
• 17:23
  battle of our lifetimes. Anyway, that's our show today.
• 17:26
  Let me know in the comments if you're on the side of Freedom
• 17:30
  Money. As always, remember to hit the
• 17:31
  like and subscribe. Turn on your notifications and
• 17:34
  share this show with your friends.
• 17:36
  It really helps us in the algorithms.
• 17:38
  Until next time, stack, slay and stay bullish baby.