Latest / Simply Bitcoin / Did Silver’s Breakout Just Confirm a Bitcoin Supercycle in 2026?! | Bitcoin Simply
Transcript
- 0:00I think I just uncovered a new strand of virus, a monetary
- 0:03virus which spreads virally between precious metals and hard
- 0:06assets when it's infected with the monetary reset.
- 0:10Silver just exploded past $110.00 an ounce on the Shanghai
- 0:13exchange. China's facing an historic
- 0:15shortage of silver. Gold is at all time highs nearly
- 0:18$5000 an ounce and copper was up 40% in 2025 and is poised to
- 0:23explode higher 2026. This is every asset exploding at
- 0:27the same time, and reports confirm Rome, Powell and the Fed
- 0:31are intervening into markets. They are prepared to back
- 0:34Japan's yen at all cost. They will even sell dollars in
- 0:38order to buy the yen to make this happen.
- 0:40We saw this happen in 1998 in the Asian financial crisis, and
- 0:44when it happened, the dollar was devalued by over 50%.
- 0:47Equities ran in, hard assets ran.
- 0:49This is what currency collapse looks like in real time.
- 0:52This is why we've seen silver move from a $4 trillion asset to
- 0:55a $6 trillion asset in a month. But unlike silver and gold,
- 0:58Bitcoin is the only asset that cannot be debased.
- 1:01And Bitcoin is going to have its gold and silver moment.
- 1:04Bitcoin is going to flip gold and silver, and when it does,
- 1:07it'll look obvious in hindsight, but unbelievable in real time.
- 1:10History tells us one thing. The hardest asset always runs,
- 1:13and it usually runs last. And that hard asset is Bitcoin.
- 1:16This is Dante Coca. Bitcoin.
- 1:17Simply, let's go. Again, have bought more Bitcoin
- 1:24over the course of the last two months than at any time in my
- 1:27lifetime. That's how much I feel that this
- 1:29year is going to be a big year because I do think that the
- 1:32conversation which we had talked about before, there is a short
- 1:35squeeze coming in this name, guys, it will come.
- 1:38So the things you're seeing in silver will happen in Bitcoin
- 1:42and I think it's going to happen this year or next year.
- 1:44And so I don't care whether it goes down to 75 first.
- 1:47What I care about is I don't want to be chasing it when it's
- 1:50300 because I'm telling you, for people who didn't listen to me
- 1:53on Micron, they're all telling asking me when it's going to
- 1:56pull back far enough because they missed it.
- 1:58Once something goes up fast in these bananas zones, you don't
- 2:01get a chance to get in. Jordy Visser gets it.
- 2:03He's bought more Bitcoin than any other point in his life, and
- 2:05he's been in Bitcoin since 2013. Bitcoin is eventually going to
- 2:09have its silver moment, and This is why it's crazy when people
- 2:12don't think that Bitcoin can run from 90K to 300K in a blink of
- 2:15an eye. Silver's up over 200% in the
- 2:18last year. It's literally added the entire
- 2:20market cap of Bitcoin in a month, and gold is now a $35
- 2:24trillion asset. But here's the drawback with
- 2:26silver, like this guy with 1000 gold silver bars, you're unable
- 2:29to actually sell the silver in the real world.
- 2:32When the time comes to reap the benefits of your good trade, you
- 2:35cannot actually sell hard metal in the real world.
- 2:38And This is why Bitcoin is a superior asset.
- 2:41It's not only a harder asset, it's also an asset that you can
- 2:44trade in exchange 24/7. Quick on just like the price of
- 2:47Bitcoin and where this is all headed.
- 2:49Do you think we're in a a winter, a summer, a cycle?
- 2:53Are you with Kathy Wood who thinks it's going to turn into
- 2:55$1,000,000 a coin? So whenever people ask that
- 2:58question, I always got to ask them what's the time frame
- 3:00you're looking at? If you're looking at today,
- 3:02tomorrow or daily basis, there's no way I can predict.
- 3:05If you look at a 10510 year horizon, it's very easy to
- 3:08predict we're going to go up. If you look at a one year
- 3:12horizon, which is like whether like whether most of the common
- 3:15common framework is 2026, I'm not sure you may be.
- 3:19I think I have very strong feelings that you will probably
- 3:23be a super cycle. Be a super cycle. 2026.
- 3:25Yeah, for Bitcoin, For Bitcoin and what super cycle to you
- 3:28means what? What normally Bitcoin follows A4
- 3:31year cycles historically, if you look at historic data like every
- 3:33four years, you know, there's a all time high and then there's a
- 3:36there's a drop. But I think this year given the
- 3:39US being so pro crypto and every other country's kind of
- 3:42following, I do think we'll we will see this, this we will
- 3:46probably break the four. Year cycle the reason why
- 3:48Bitcoin O GS are loading up is because they see this thesis
- 3:50with the Fed that everyone's talked about for a long time
- 3:53actually beginning to play out. The Fed is no longer a
- 3:56functioning entity. Right now you can actually hear
- 3:59people calling out the Fed on national television to hear
- 4:01what's actually happening behind the scenes.
- 4:03Like the former CEO of the World Bank, listen to what he says
- 4:06about how the Fed actually operates and how it's non
- 4:09functional. Yeah, it's so worrisome.
- 4:12You know, the Fed basically has become now just a giant hedge
- 4:15fund. It's lost a trillion dollars,
- 4:17you know, and counting. It's going to be a a gigantic
- 4:20loss. What it does is borrows money at
- 4:235.4% from banks and then dumps it into government bonds.
- 4:28So think what that trade does that causes the government to
- 4:31think that it's better off than it is.
- 4:34And so that encouraged and the government to be short when
- 4:38rates were zero. So why did the government, you
- 4:41know, borrow so much in T-bills? Well, because the Fed was buying
- 4:45the bonds and it made it look like yields were going to stay
- 4:48low for remember the low for long phrase.
- 4:51So we've got these multiple problems that are going on and
- 4:54it it endangers the dollar. So that's the basic case.
- 4:58Instead of the Fed having such large balances, wouldn't the
- 5:01private sector be starting businesses and risking capital
- 5:06and bringing returns and adding to growth?
- 5:09Wouldn't all that money be better if it wasn't with the
- 5:12Fed? That's right.
- 5:13And we're depending on private equity.
- 5:16So as the banks get squeezed out because they're lending so much
- 5:20to the Fed, you know? It's literally.
- 5:23It's literally a floating rate loan from banks to the Federal
- 5:26Reserve so it can buy government bonds.
- 5:28So if that were freed up, that would allow the banks to, to at
- 5:34least consider a small business loan and inventory loan, the
- 5:38kinds of things that help the economy grow.
- 5:40And this is on a global basis. It's not just the Fed, it's all
- 5:44the major central banks doing the same thing, meaning taking
- 5:48money from the economy in order to buy government bonds.
- 5:51We need to be clear on that. I, I heard the previous segment,
- 5:55they talk about money printing. There isn't any money printing
- 5:58on it. It's just money borrowing and
- 6:00they pay top dollar for it. the Fed pays 5.4 to banks and 5.3 to
- 6:06money market funds. So to to the Fidelity and Van
- 6:10Vanguard and so on. And what this is, is theft.
- 6:14They're actually borrowing money from the banks that can't lend
- 6:16to you when you actually need money for your small business or
- 6:19an actually profit generating enterprise.
- 6:21But it also signals that it's theft because they're actually
- 6:25requiring your tax dollars to run a non functioning
- 6:27organization. The only solution is to print
- 6:29money and to fill in that gap. And so we'll see how long that
- 6:34lasts. And they and if nobody buys your
- 6:36debt, So when they say print money, that basically means the
- 6:38central banks are monetizing the debt of their government, right?
- 6:41So the government saying we got to spend a crazy amount of money
- 6:44that we don't have to pay for this war that we're getting in.
- 6:47And is it only going to get, is only going to increase and get
- 6:50more expensive and get worse. And if nobody's going to buy our
- 6:54crazy government debt, then we have to monetize it ourselves.
- 6:58And what that means if your central bank is buying your
- 7:01government's debt, the, the, the, the outlet valve is the
- 7:05currency. So the currency gets debased.
- 7:07So they're take, they're stealing the purchasing power of
- 7:10everybody who uses their currency in order for the
- 7:13government to spend money that it doesn't have.
- 7:15That's how the whole system works.
- 7:16And that's happening in every Western nation right now.
- 7:19And that's going to, I believe, accelerate dramatically in the
- 7:21coming. Years your central bank is
- 7:23buying government debt, it means that the system no longer works.
- 7:26And to make matters worse, not only are they buying their own
- 7:29debt, they need to buy the debt of other countries in order to
- 7:32prop up the system. Like the Japanese yen, which the
- 7:35Fed has already confirmed over the weekend that with the
- 7:38collapsing yen to dollar ratio, they need to step in and buy the
- 7:42yen. Because if the yen collapses,
- 7:43well, that's going to remove a ton of money from the US debt
- 7:46markets in the US equity markets.
- 7:48And at the same time, China is speculative, attacking the US by
- 7:52dumping more treasuries and assets than they ever have in
- 7:54history in favor of silver and gold.
- 7:56And at the same time, we have another central bank emerging, a
- 7:59central bank that doesn't rely on bonds in order to function,
- 8:02but Bitcoin. They're issuing currency on top
- 8:04of an asset that cannot be debased.
- 8:06They're raising money to buy Bitcoin.
- 8:08And This is why you're not bullish enough on Bitcoin
- 8:10heading in in 2026. But before we go any further,
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- 8:51another way that you can actually remove your value from
- 8:54the system is by setting up a node and you want to maintain
- 8:57your privacy just like you can by having gold bars or silver
- 9:00bars. But the nice thing about Bitcoin
- 9:02is that you can do this with a digital asset that allows you to
- 9:05maintain your sovereignty. But it's actually not simple to
- 9:08do this. One of the ways you can do this
- 9:10and do it the right way is by getting a coach of the
- 9:12bitcoinway.com. They'll walk you through step by
- 9:14step exactly how to set up a node, do it privately, and when
- 9:17it comes time to it, actually exchange your Bitcoin for
- 9:20something of real value. Schedule a free 30 minute
- 9:22consultation with their team at the
- 9:24bitcoinway.com/simplybitcoin. So do you still believe the hero
- 9:28or buyer of Bitcoin or are you already like a you can say
- 9:32shadow central Bank of Bitcoin? Well, our, our view is that
- 9:36Bitcoin is digital capital. It is the world reserve capital
- 9:40network. It's it's replaced gold as as
- 9:43the global non sovereign store of value for the human race.
- 9:47And so banks normally buy credit, we actually sell credit.
- 9:51So what we're doing is it's the reverse of commercial banking
- 9:55and retail banking. It is sort of like central
- 9:57banking. We are sort of like the central
- 9:59Bank of Bitcoin in the sense that we created a product, STRC.
- 10:06It's a currency that's pegged to the dollar, and then we backed
- 10:08that with Bitcoin. And as people buy that currency,
- 10:12STRC, we buy Bitcoin with it. And therefore we're funding the
- 10:16Bitcoin economy by linking it to the traditional finance economy
- 10:22and to the money markets of the world.
- 10:24Actually, when you said about your raising capital including
- 10:26preferred perpetuals to fund paybacks, buybacks to be
- 10:31expected. So how do you?
- 10:32Respond to find Bitcoin buys OK, Bitcoin buys but.
- 10:35Still how do? You we're not buying back stock,
- 10:37we're buying Bitcoin. We're actually funding the
- 10:39Bitcoin network. This is going to be the breakout
- 10:41year for Bitcoin. And people realize like
- 10:43MicroStrategy in their executive team, that this year and last
- 10:47year we're just building the foundation of a large run on the
- 10:50markets. A run where there's going to be
- 10:52declining trust in other assets that aren't Bitcoin.
- 10:54A run on the markets where people are going to want a yield
- 10:57that is greater than the rate of inflation that we see in
- 11:00everyday real life. A 5% return is not going to be
- 11:02enough. So the 11% return or 9% return
- 11:05in stretch or other products that they have is going to take
- 11:08the market by storm. Look, 2026 is going to be a big
- 11:12year for Bitcoin. It's going to be a big year for
- 11:14MSTR. And as a result, the best thing
- 11:17you can do is you go into a big year is to start to build a
- 11:20strong capital base. And that's what we've done
- 11:23really over the course of the last few years.
- 11:25But we accelerated the last two weeks.
- 11:28The other big thing about 2026 is it's going to be the coming
- 11:31out party for Stretch, which is our preferred equity.
- 11:35We launched it in the middle of last year.
- 11:38It's grown up to be over $3 billion this year.
- 11:41And we think building a strong capital base with Bitcoin, a
- 11:44strong U.S. dollar base, all those things are going to bode
- 11:47well for what's going to happen with Stretch over the course of
- 11:492026. And as we move into 2026, we see
- 11:52the short squeezes happening in silver and gold and copper and
- 11:55uranium and natural gas because as the world is realizing that
- 12:00the paper markets are not in exchange for what happens in the
- 12:03real world. But the problem with these paper
- 12:05markets in these paper commodities is that when you go
- 12:08to actually utilize them, you cannot get physical cash for
- 12:11them. Like the guy with silver found
- 12:13out the hard way, no exchange is willing to take a silver.
- 12:16But I bet you people are going to be willing to exchange their
- 12:19Bitcoin for a stable coin or some other form of asset in 2026
- 12:23and beyond. When stuff hits the fan.
- 12:25This is going to be the future. The question is, are you willing
- 12:28to wait the volatility out in the short term and recognize the
- 12:32returns in the fruit of your labor in the long term?
- 12:34Bitcoin will have its silver moment and Bitcoin will flip
- 12:37silver. Are you going to wait for it or
- 12:39are you going to bow out early? One of the ways you can invest
- 12:41in this trend of Bitcoin growing exponentially in 2026 and it
- 12:44having a silver moment is by buying Bitcoin through a mining
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- 12:59wallet. There's no middleman, no
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- 13:13This is Don to cook with Bitcoin simply.
- 13:15I hope you're weathering the storm, and I hope you're staying
- 13:18warm. Stay humble stack Sats, and as
- 13:20always, happy stacking.