Latest / Simply Bitcoin / JP Morgan’s Attack on Saylor & Bitcoin EXPOSED | Simply Originals
Transcript
- 0:00Ladies and gentlemen, holy hell, JP Morgan has officially kicked
- 0:04the cyber hornet's nest. The same institutions that
- 0:08financed corruption, rigged markets, engineered bailouts,
- 0:11and protected Jeffrey Epstein for two decades now want you to
- 0:15believe that Bitcoin is the threat to financial stability.
- 0:19And today I'm going to show you the receipts, the timeline, the
- 0:22smoking gun, a coordinated attack on micro strategy, on
- 0:26Sailor, and on Bitcoin itself. This isn't FUD.
- 0:29This isn't speculation, this was an economic hit job engineered
- 0:33in boardrooms time to perfection and executed while retail panic
- 0:38sold into the dirt. And tonight we expose the whole
- 0:42thing. You called down the Thunder,
- 0:44Jamie. Now get ready for the boom.
- 0:52All a new social media post here from the president of the United
- 0:55States. He is calling for a Department
- 0:57of Justice investigation into JP Morgan, former President Bill
- 1:01Clinton and others involved in relationships with Jeffrey
- 1:05Epstein. Here's what the president said
- 1:06on social media just a short time ago.
- 1:08He says now that the Democrats are using the Epstein hoax
- 1:11involving Democrats, not Republicans, to try and deflect
- 1:14from their disastrous shutdown and all their other failures.
- 1:17I will be asking Attorney General Pam Bondi and the
- 1:20Department of Justice, together with our great patriots at the
- 1:22FBI, to investigate Jeffrey Epstein's involvement and
- 1:25relationship with Bill Clinton, Larry Summers, Reed Hoffman, JP
- 1:29Morgan Chase and many other people in institutions to
- 1:32determine what was going on with them and him.
- 1:37He goes on to say records show that these men and many others
- 1:40spent large portions of their life with Epstein and on his
- 1:42island. Stay tuned.
- 1:44So this presents a significant challenge for those individuals
- 1:49and institutions that the president is suggesting he is
- 1:52going to turn the Department of Justice on to.
- 1:56Clearly, there's a history with a number of these individuals
- 1:59and institutions with Jeffrey Epstein.
- 2:01The potential for embarrassing headlines is certainly there for
- 2:04all of them. And it represents a political
- 2:07response here from the president of the United States, who has
- 2:09been under fire for several days now from new emails released on
- 2:14Capitol Hill that show Jeffrey Epstein in emails years before
- 2:18his death discussing his deep and ongoing relationship with
- 2:22Donald Trump that was active for several decades and ended
- 2:27abruptly around 2004. All of that pressure from the
- 2:31Epstein scandal on the president and this White House now
- 2:35appearing to result in a social media post in which the
- 2:38president is demanding that his Department of Justice
- 2:40investigate others for their relationships with Jeffrey
- 2:44Epstein. So we'll see what the White
- 2:46House has to say about this. Any additional detail from the
- 2:48Department of Justice on where this investigation?
- 2:50Might be all right now before we go any deeper into Epstein,
- 2:54Jamie Dimon or operation choke .3 point O, you need to see the
- 2:59timeline because once you see it, you'll understand why this
- 3:02was never organic. This was scripted.
- 3:05May 14th, Jim Chanos goes on camera.
- 3:07Long Bitcoin, short micro strategy.
- 3:10And that was a blatant attempt to sway sentiment.
- 3:13A little bit of a signal flare. July 7th, JP Morgan hikes margin
- 3:17on MicroStrategy from 50% to 95%.
- 3:21Let me translate that. Hey, traders, we're forcing you
- 3:24to sell. This is Liquidity Engineering
- 3:26101, a choke point designed to push MicroStrategy into
- 3:31weakness. September, Metaplanet announces
- 3:34a capital raise. MSCI panics.
- 3:37Why? I don't know, maybe because the
- 3:39Sailor Playbook was spreading globally and then the smoking
- 3:43gun. MSCI freezes Metaplanet from the
- 3:46index in their own words to avoid potential reverse turnover
- 3:51translation. We can't let anymore companies
- 3:53put Bitcoin on their balance sheet.
- 3:55It threatens the legacy system. October 10th Boom.
- 3:59At 8:34 PM MSCI slips out a consultation extension and only
- 4:04minutes later Trump drops the tariff announcement that
- 4:07triggers the global flash crash. They buried the announcement
- 4:11under macro panic. That's not a coincidence.
- 4:14November 20th, the ambush. JP Morgan dredges up the 42 day
- 4:18old MSCI note and suddenly journalists start screaming
- 4:21MSTRD MicroStrategy delisting risk.
- 4:25Billions could flow out. That was not news.
- 4:27That was a coordinated delayed release.
- 4:29Weaponized narrative deployed into peak fear.
- 4:32Tell me again it wasn't coordinated.
- 4:34Tell me again this wasn't strategic.
- 4:37Tell me again, JP Morgan didn't plan this economic hit job.
- 4:42All right. So some of the comments online,
- 4:44people are talking about some of the previous videos and the
- 4:48timing on, on JP Morgan, OK. And when they actually increase
- 4:53the margin requirement on MSTR. So let's look at that, right?
- 4:57So I have an e-mail here from JP Morgan on July 7th, OK?
- 5:02That is when they did a firm wide increase in the margin
- 5:06requirement for MSTR. Now let's look at that, right?
- 5:10So we have a chart here, right? And I overlaid the Vol on that
- 5:14chart. Let's look at July 7th, this
- 5:16line here, OK? Now on July 7th, the 90 day Vol
- 5:21was going down between June and July.
- 5:23The 60 day Vol is going down between June and July and
- 5:26continues to trend down. Stock prices stable, goes up for
- 5:30a bit. But now look, as they put this
- 5:33firm wide margin requirement increase on MSTR, it goes up,
- 5:39but then it pretty much precipitously goes down, right?
- 5:42People had to liquidate that security.
- 5:45Now there is no risk model at that time that would have told
- 5:51JP Morgan they should be increasing the margin
- 5:53requirement. This is a coordinated attack
- 5:56you. See that FTD spike transfers
- 5:59freeze, shareholders report delays and moving their own
- 6:02stock out of JP Morgan. That's not concerned.
- 6:06That's not volatility. That's the cabal defending its
- 6:10turf. Now, why is JP Morgan doing
- 6:13this? Well, let me be crystal clear.
- 6:15This isn't about MicroStrategy and this isn't about MSCI.
- 6:19This is about monetary power. There was a war happening behind
- 6:23the scenes. The old system versus the new
- 6:25system. The old guard, JP, JP Morgan,
- 6:28Wall Street, the Fed, the banks that want you enslaved to credit
- 6:31and inflation. And then the new guard, the
- 6:34Treasury, stablecoins, Bitcoin, the White House, a new digital
- 6:37architecture that cuts banks out of money creation.
- 6:40And what sits right in the middle?
- 6:41Micro strategy, the conversion bridge.
- 6:44The single biggest corporate on ramp to long duration Bitcoin
- 6:48ever created. JP Morgan isn't attacking
- 6:50Sailor, they're attacking the bridge to the new system is.
- 6:54Micro strategy down because Bitcoin is down?
- 6:58Or is Bitcoin falling in part because the strategies of the
- 7:02world, the Michael Saylors of the world, have to sell the
- 7:06crypto because their equity is going down?
- 7:09What's the chicken? What's the egg?
- 7:13Yeah. Well, again, you know because of
- 7:17my world in research and in on bit mine, we are really plugged
- 7:21into all the trading desks and all the clients that trade.
- 7:25Anybody who has a sizable Bitcoin long position, OK, let's
- 7:28say it's more than a billion. They have very limited ability
- 7:32to hedge it in crypto derivatives like calls.
- 7:36The Max they can do is maybe 5% of their holdings.
- 7:40And then if you go to traditional CME exchanges,
- 7:44they're contract sizes prevent someone from hedging a billion
- 7:48dollar portfolio. However, someone can use
- 7:51Microstrategy's options chain, which is so liquid to hedge all
- 7:55of their crypto. So MicroStrategy is essentially
- 7:58absorbing all the hedging pressure that the crypto
- 8:01industry is trying to do to protect their Bitcoin longs.
- 8:05So the reason MicroStrategy is a leading indicator, it's actually
- 8:08the only convenient way to hedge someone's long is to short
- 8:11MicroStrategy or buy puts. That's what we're seeing today.
- 8:14We are watching MicroStrategy or strategy watching Bitcoin and
- 8:17we're watching possibly 77,000, which you think might be kind of
- 8:22a washout period, correct? Yeah, that's right, Tom Demark,
- 8:25who is an advisor to Bitmine. Very well known.
- 8:27Really giving us a lot of insights.
- 8:29Yeah, he's watching that actually.
- 8:32MicroStrategy at this level here probably is when you want to
- 8:35ratchet into the lungs and Bitcoin maybe just a few $1000
- 8:39lower so. We might, we might be at the
- 8:42bottom for for strategy, yeah. Tom Lee basically confirmed what
- 8:45we already knew. MicroStrategy is being used as a
- 8:49hedging vector, Wall Street is using it as a pressure valve,
- 8:52and it is the only Bitcoin treasury company large enough to
- 8:56absorb all the liquidity behavior.
- 8:59You think JP Morgan doesn't know this?
- 9:02You know, bitcoins been around for 15 years.
- 9:04It's they said 15 major draw downs.
- 9:07They've it's always come back to a new all time high.
- 9:10If you zoom out, this is just par for the course.
- 9:13This is normal in the life cycle of an of an emergent
- 9:17transformational asset class and and it's a healthy thing.
- 9:21It clears out the tourists, the leverage and and the weak
- 9:24holders and and sets the basis for the next rally upward.
- 9:29A lot of folks are saying when Wall Street was kicking the
- 9:31tires that when Wall Street got involved, we'd have less
- 9:33volatility. And is that, you know, do you
- 9:36feel it's it's the Wall Street connection?
- 9:39Has that helped to hurt? You know, I think we are getting
- 9:43less volatility. When I got into this space in
- 9:462020, Bitcoin was an 80 Vol asset growing about 80% a year
- 9:51and it's ground down to 70706060 and now it's 50 Vol asset
- 9:56growing about 50% a year. I think every few years you're
- 10:00going to get another five points of Vol taken off it as it
- 10:03matures. And it's it's kind of grinding
- 10:05toward being about 1 1/2 times as volatile as the S&P index and
- 10:111 1/2 times better performing. Could it be to a degree a victim
- 10:15of its own success in the sense that it feels like other cryptos
- 10:18this year and other, you know, other other stories in this in a
- 10:23sort of in this area have gotten a lot of attention Also, of
- 10:27course, gold that does gold take away some potential Bitcoin
- 10:30buyers? Well, you know, there's a lot of
- 10:34exciting things going on in the economy.
- 10:36There's digital intelligence and AI, there's digital assets,
- 10:39digital currency, digital finance.
- 10:41And you know, and you can't dismiss any of them, but Bitcoin
- 10:44still remains the ultimate digital opportunity for a sound
- 10:48money enthusiast. So if if you simply want to save
- 10:52your money forever and avoid counterparty risk, Bitcoin is
- 10:55stronger than ever. These other opportunities are
- 10:59going to continue to be shiny things and and you can leave
- 11:02them to the tech investors that are experts in those areas.
- 11:05So let's talk about your company for a moment.
- 11:06Strategy the the shares are going to put it on the screen
- 11:09here getting hammered pretty good and many talk about the
- 11:12financing or you know, the the the the your financing approach.
- 11:17Explain to the audience once again the approach that you use
- 11:19to raise money so that you can buy Bitcoin and why and and and
- 11:23why maybe it's, you know, some are saying that that's going to
- 11:26collapse. You know, the company's up about
- 11:3070% a year for the past five years.
- 11:33Bitcoins up about 50% a year for the past five years.
- 11:35So it's actually one of the top performing companies, maybe it
- 11:40plus NVIDIA in the entire S&P index.
- 11:43We're also the best capitalized company in the crypto economy.
- 11:46We've got more than $50 billion of equity, and we're a financial
- 11:49powerhouse. We have billions of dollars of
- 11:51liquidity in the equity every day and our credit instruments
- 11:55are 100 times more liquid than the average preferred equity.
- 11:59So our approach is, is to raise capital by selling digital
- 12:03credit or by selling equity to invest in Bitcoin, which is
- 12:08digital capital. Bitcoins appreciating about 50%
- 12:12a year for the past five years. We expect it'll appreciate about
- 12:1530% a year for the next 20 years.
- 12:18And we offer these credit instruments that pay about 10%
- 12:22dividend yield in in the form of a return on capital dividend.
- 12:25So it's tax deferred, you know, and so it's a pretty strong
- 12:29business model. If you want to work out the
- 12:31math. As long as Bitcoin goes up 1.25%
- 12:35a year, the company can pay the dividend forever and create more
- 12:39shareholder value. If Bitcoin stops going up 0%
- 12:42forever, we got about 80 years to figure out what we're going
- 12:45to do about that. Would a Bitcoin goes down more
- 12:48though? Is there a point on a downside
- 12:50that triggers some sort of domino effect?
- 12:55The company's engineered to take an 80 to 90% drawdown and keep
- 12:59on ticking. So I think I think we're pretty
- 13:02indestructible. Our, our leverage is, you know,
- 13:04in the level of 10 to 15% going towards 0 right now, which is
- 13:09extremely, extremely robust. Sailor in strategy would need a
- 13:1390% drawdown for collateral risk.
- 13:16They're sitting on a software business. 5 new structured
- 13:19Bitcoin credit instruments, whether you like them or not 7.7
- 13:22billion in offerings this year and a balance sheet bigger than
- 13:26most countries said some meme stock, though it looks like it
- 13:29may be about to have its GameStop moment.
- 13:32But this is not Luna. This is not Celsius.
- 13:35This is the first digital monetary institution in human
- 13:38history. All right now the turns table.
- 13:41We have a Senate bombshell. They now have official documents
- 13:45showing JP Morgan enabled Epstein.
- 13:48JP Morgan ignored internal warnings.
- 13:51JP Morgan coached him on avoiding reporting rules.
- 13:55JP Morgan moved over a billion dollars for him.
- 13:58JP Morgan executives reported directly to Jamie Dimon, and
- 14:02Epstein was one of the most connected clients they'd ever
- 14:05had. The bank even did a $19 million
- 14:08transfer to Jolene Maxwell. Well, for many years, JP Morgan
- 14:12was basically the primary bank serving Epstein.
- 14:16And in the course of the 15 years that it worked with him,
- 14:19it did a number of things. And first and foremost, it set
- 14:23up accounts for not only him and his companies, but also quite a
- 14:26few of his victims who had been trafficked into the United
- 14:29States. And it arranged for Epstein to
- 14:31be able to pay those victims.