Latest / Simply Bitcoin / Saylor Just Hit a Massive Bitcoin Milestone! (Full Report) | Simply SatoSHE
Transcript
- 0:00One man is quietly buying Bitcoin at a pace that never
- 0:03existed in the history of this asset, and he's not slowing
- 0:07down. In fact, right now, while most
- 0:09people are panic selling, he's accelerating.
- 0:15Here's what's wild. Bitcoin just had one of its
- 0:18worst draw downs in years, down nearly 40% from its highs.
- 0:23And the narrative on every feed, every podcast, every X thread
- 0:28has been the same. The bear market is here, retail
- 0:31is bleeding, and nobody knows where the bottom is.
- 0:35But while everyone's been staring at the red candles,
- 0:38something else has been happening.
- 0:40Something way more permanent. One entity just bought 40,000
- 0:45Bitcoin in the past eight days. That's eight days of new supply
- 0:49gone, and he's already sitting on over 761,000 Bitcoin.
- 0:54That's 3.5% of every Bitcoin that will ever exist.
- 1:00What's even more fascinating is why he's not stopping until he
- 1:04owns 1,000,000. So here's the real question
- 1:07Nobody's asking what happens to Bitcoin and to you when one man
- 1:12controls 5% of the total supply? Because we're not talking about
- 1:16if anymore, we're talking about when.
- 1:19I'm Sophie. Welcome back to Satoshi.
- 1:24Let me set the scene because the context actually matters here.
- 1:28Bitcoin bottomed below 64,000 on February 28th, the day that the
- 1:32first US Iran strikes hit. And then something interesting
- 1:36happened. While gold actually declined 3
- 1:39to 4% while the S&P sold off while Asian equities got hit,
- 1:44Bitcoin bounced hard. It surged past 75,000, up over
- 1:5110% since the conflict began. CNBC, Yahoo Finance first post.
- 1:56They all confirmed the same thing.
- 1:58Bitcoin has outperformed gold, the S&P 500 and NASDAQ since the
- 2:03start of the Iran war. Not despite a war, but because
- 2:08of 1. So if Bitcoin is recovering, why
- 2:11does everyone still feel like the world is ending?
- 2:16We are all going to die. Why are people still selling?
- 2:20Because the story underneath the price is way more interesting
- 2:24than the price itself. And it starts with who sold
- 2:28during the drawdown and who was sitting on the other side of
- 2:32every single one of those trades.
- 2:35Here's what the data actually shows.
- 2:36Remember that every quarter, big institutional investors, hedge
- 2:40funds, asset managers, anyone running serious money are
- 2:44legally required to report their holdings to the SEC.
- 2:47So this is public record. And when you look at those
- 2:50filings for the worst of this draw down, the real story is
- 2:55what you might least expect. Institutional Bitcoin holdings
- 2:58actually barely moved from 532,000 Bitcoin in Q32025 down
- 3:05to 513 Bitcoin in Q4, A 3.5% reduction, while the price
- 3:12dropped dramatically more. COIN shares confirmed the same
- 3:16thing in March. Professional investors held firm
- 3:19through the entire bare leg ETF flows stayed positive at 3.7
- 3:24billion, and professional ownership actually rose 32%.
- 3:29Bitwise's CIO Mike Hogan said it plainly.
- 3:33ETFs held up even price dropped 50% from the October 2025 highs.
- 3:39This means that the majority of outflows were actually regular
- 3:44people like you and me, even if it's not what they say on camera
- 3:48roll the clip crypto. I said this a long time ago and
- 3:52I'm going to say it again. It's a solution looking for a
- 3:56problem. I'm very sad that it ever
- 4:00happened as a store of value because it wasn't needed, but
- 4:05it's a brand and these people love it so it's going to be a
- 4:08store value. On the other hand, blockchain
- 4:13and the use of stable coins. If you want to throw crypto into
- 4:16that tokens incredibly useful in terms of productivity.
- 4:20I'm I assume our whole payment systems will be stable coins at
- 4:2410 or 15 years. Efficient, quicker, cheaper.
- 4:27Because of that kind of mainstream dismissal, crypto is
- 4:32a solution. Looking for a problem is exactly
- 4:35the sentiment that keeps retail spooked while the professionals
- 4:40buy. As a rule of thumb, you always
- 4:42want to do as they do and not as they say, because a spooked
- 4:46retail investor will always sell into the hands of big money.
- 4:51Beings, at the end of the day, what is all this stuff?
- 4:53It is human herd behaviour. You've got a very small pool of
- 4:57smart money who can go counter trend and go against the grain.
- 5:02And you've got a much larger people group of people who
- 5:05behave based on their own. You know their psychology,
- 5:08right? They're the kind of natural
- 5:10drivers people feel safe to take leverage AT110K Bitcoin because
- 5:17the it's just green candles all day, man.
- 5:19This thing just keeps going up. And likewise, journalists will
- 5:22only ever write a bearish article, not at 126, but at, you
- 5:26know, 60. Why?
- 5:28Because now it feels safe to jump in the bearish pool.
- 5:30There's enough red candles behind that they start going.
- 5:33It's time to kill this thing again.
- 5:35It feels safe and human beings. Ironically, one of the great
- 5:39ironies of markets, and there are many, is the reason so few
- 5:43people are good at markets, is your default instinct is almost
- 5:47perfectly wrong. And when everyone feels safe to
- 5:50do something, they're kind of the last person to jump in the
- 5:53pool. And then there's no one else to
- 5:54buy or there's no one else to sell.
- 5:56You're kind of doing the exact extreme thing that you shouldn't
- 5:58be doing. You got to flip it around.
- 5:59So we've established who sold. Now let's talk about who bought.
- 6:04And look, while BlackRock, IB, IT, pension funds, big
- 6:08allocators are all buying Bitcoin ETFs, someone else is
- 6:12holding their Bitcoin for them. That may be fine, but for you,
- 6:17you should actually hold your own keys.
- 6:20That's where the Bitcoin Way comes in.
- 6:22Think of them as your personal Bitcoin IT team.
- 6:25Self custody, training, cybersecurity, Plan B residency.
- 6:29Over 20 years of experience. They simplify the whole thing so
- 6:33that you stay in complete control of your stack.
- 6:36Book a free 30 minute consultation at the
- 6:38bitcoinway.com/simply. Tell them Satoshi sent you.
- 6:43Watch that animation carefully. What you're seeing is the entire
- 6:47history of Bitcoin ownership condensed into 90 seconds. 21
- 6:51million coins, 16 years. Watch how the concentration
- 6:56shifts over time. Hold that image because last
- 7:00week something happened that reframes all of it.
- 7:03On March 9th, 2026, at block height 939,999, the Bitcoin
- 7:09network mined it's 20 millionth coin.
- 7:12I know I've talked about this a million times, but we're going
- 7:14to bring it up again because scarcity matters.
- 7:16More than 95% of all Bitcoin that will ever exist has now
- 7:21been issued. The final million will take over
- 7:24114 years to mine 1,000,000. Bitcoin is left to be produced
- 7:30ever. And at the exact moment that
- 7:32that milestone was crossed, one man sitting on 761,068 Bitcoin
- 7:38has publicly stated that he will not stop until he owns
- 7:431,000,000. The total remaining Bitcoin left
- 7:46to be mined by the entire network over the next century is
- 7:50almost exactly the amount that Michael Saylor says he wants to
- 7:54own. This is not a coincidence.
- 7:56That is a collision of two historic events that almost
- 8:00nobody is connecting right now. And then literally yesterday,
- 8:04while most people were still doom scrolling through bear
- 8:08market content, Saylor posted This strategy has acquired
- 8:1322,337 Bitcoin for approximately 1.57 billion at $70,194.00 per
- 8:21coin. As of March 15th, we hold
- 8:23761,068 Bitcoin $1.57 billion. One purchase yesterday.
- 8:31Not last cycle. Not when Bitcoin was AT20K
- 8:34yesterday, when most people were still convinced that this was a
- 8:38bear market. He didn't whisper it, he posted
- 8:41it publicly. 2.5 million people saw it and then just kept going.
- 8:46That's not an investor making a bet.
- 8:49That's someone who has already decided how this ends, and he's
- 8:54talked about it publicly. He has mentioned what happens to
- 8:57the price of Bitcoin if he owns 3% and 5% of the supply.
- 9:02So if you're holding Bitcoin, you should really take some time
- 9:05to consider that. So now the question is, how does
- 9:09Sailor actually get to 1,000,000?
- 9:12The math is pretty simple. Strategy currently holds 761,068
- 9:16Bitcoin. That's 239,000 away from the
- 9:20target. To hit 1,000,000 by the end of
- 9:222026, they need to acquire roughly 6000 Bitcoin per week.
- 9:26At current prices, that's somewhere around $22 billion
- 9:30remaining in deployment, and they're already running ahead of
- 9:33pace. 64,948 Bitcoin acquired in 2026 alone.
- 9:39We'll just keep buying, right? The price is going to go up,
- 9:41it's going to get exponentially harder, and the price is going
- 9:44to go up exponentially higher. And we'll just keep buying.
- 9:47And at some point, if we get to 5% of the supply, bitcoins
- 9:52probably going to be a million a coin.
- 9:53And if we get to 7 1/2% of the supply, Bitcoin will be 10
- 9:56million a coin. And then if I'm lucky enough to
- 9:59grind to 10% of the supply, Bitcoin's going to be 50 million
- 10:02a coin. And someone will be whining that
- 10:04whatever, we have too much Bitcoin, but other people will
- 10:08have $400 trillion of wealth. You know, so our view is it's a
- 10:12ratchet, and we're just going to keep turning cranking on the
- 10:16ratchet. And there's massive leverage
- 10:18here. And I think everybody's winning
- 10:20if we do that. Here's what that actually means
- 10:22for the market. An entity that has publicly
- 10:25committed to never selling, Controlling 5 20% of an asset
- 10:29with a hard cap. That supply doesn't leave
- 10:32temporarily, it leaves permanently.
- 10:34Add the estimated 20% of Bitcoin already lost forever, and the
- 10:39actual circulating tradable supply is something that the
- 10:42market has genuinely never had to price before.
- 10:45There is no print more, no emergency lever.
- 10:49The 21 million cap is absolute and one man is working very hard
- 10:55to own one in every 21 of them. And if you're watching this and
- 10:59thinking, OK, I actually need to be on the right side of this
- 11:02trade here's the easiest way to do it.
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- 11:16users, publicly traded daily recurring buys available.
- 11:20Sign up at bitcoinwell.com/simply BTC
- 11:24through our link. You get three chances to win
- 11:271,000,000 sets. That's 0.01 Bitcoin, not
- 11:30nothing. So sign up at
- 11:32bitcoinwell.com/simply BTC. I'm going to keep it 100 with
- 11:37you because I think that's the whole point of this channel.
- 11:40I'm not a financial advisor. I'm a mom of two.
- 11:44My youngest is 2 months old. I'm running on not enough sleep,
- 11:48and I have a very real and very personal interest in Bitcoin
- 11:53going up. So when I say I've been paying
- 11:55close attention, I mean it. Every Bitcoin sold during this
- 11:59bear market went somewhere based on the ETF data, the
- 12:03institutional filings, and sailor's pace.
- 12:06It went to the people that had the conviction to hold and the
- 12:09capital to keep buying. The narrative that kept retail
- 12:13scared and selling. It was the mechanism, the
- 12:16accumulation underneath it was the point.
- 12:19Whether sailor owning a million Bitcoin is exciting or
- 12:22terrifying probably depends on how many you're holding right
- 12:27now and if you want to be in the room where the next chapter of
- 12:30Bitcoin actually gets written mining disrupt is where that
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- 12:51Do not sleep on this 21 million mind 1,000,000 left to ever
- 12:56exist and one and buying 6000 a week while retail hands them
- 13:01over at a discount. I find this stuff genuinely
- 13:04fascinating because it happens every cycle and it's also a
- 13:08little bit stressful. But you know that's why they say
- 13:10Hottel hold on for dear life. Mostly I'd really like some of
- 13:14those coins to still be mine so that's why I'm going to keep
- 13:17them. Thanks for watching simply
- 13:19bitcoins Satoshi. Don't forget to smash the like
- 13:22button. Share the show with your
- 13:23friends. Drop a comment below.
- 13:25I read all of them. Follow me on X at Internet
- 13:28Sophie and as always, stack, slay and stay bullish baby.