Latest / Simply Bitcoin / 5 Days Until Global Collapse and Bitcoin Just Flipped Green! | Simply Originals
Transcript
- 0:00Nobody knows how screwed everyone actually is right now.
- 0:04Not Iran, not the Gulf, everyone.
- 0:08Millions of people are going about their Monday morning
- 0:11making coffee, checking emails, dropping their kids off at
- 0:14school, completely unaware that one decision in the next 48
- 0:19hours could collapse their entire way of life. the US and
- 0:23Israel are striking Iranian infrastructure right now.
- 0:26The IEA chief just said this crisis is worse than both 1970s
- 0:32oil crises combined. 40 plus energy assets across the Middle
- 0:36East have already been destroyed.
- 0:38Iran has publicly stated touch our power stations and we
- 0:42destroy energy infrastructure across the entire Gulf.
- 0:46Now here's what energy infrastructure across the Gulf
- 0:50actually means for your life. Qatar supplies 25% of the
- 0:54world's natural gas. Gone.
- 0:57Europe freezes next winter, Saudi Arabia 10 million barrels
- 1:01per day gone. Oil hits 300 bucks plus your gas
- 1:05double S overnight. UAE major refining hub gone.
- 1:10Jet fuel shortage lights grounded globally.
- 1:14Kuwait 3,000,000 barrels per day gone.
- 1:17Another 5% of global supply wiped.
- 1:20And that's just energy. Now add the water.
- 1:23Iran just threatened to destroy every desalina tion plant in the
- 1:27Gulf. Kuwait 90% of all drinking water
- 1:31from desalina tion one strikes 0 water for an entire country.
- 1:35Qatar 99% dependent. Saudi Arabia 70% dependent.
- 1:42UAE 42%. Bahrain already had plants hit.
- 1:46We're talking about 100 million people who cannot survive
- 1:50without desalina tion. These are desert nations.
- 1:54No rivers, no lakes, no backup. And then there's the undersea
- 1:59cables. 95% of global Internet flows through the Persian Gulf.
- 2:04Iran threatened to cut them. No banking, no cloud, no crypto,
- 2:08no communications between Europe and Asia.
- 2:11That would be something like $10 trillion in daily financial
- 2:15transactions. Dark.
- 2:16This isn't a regional war anymore.
- 2:19This is a single trigger event that simultaneously destroys
- 2:23global energy supply, global Internet connectivity, drinking
- 2:27water for 100 million people, and financial markets across 3
- 2:31continents. And there happens to be one
- 2:34asset built specifically for moments like this.
- 2:37So today we're breaking it down. Why Trump just blinked and what
- 2:41actually broke. Why the bond market is now more
- 2:44dangerous than the oil market, and why Bitcoin is up 34%
- 2:48against gold since the war began.
- 2:51Because the five day clock is already ticking and the
- 2:54molecules don't negotiate. 36 hours ago President Trump said
- 3:05obliterate. This morning he said productive
- 3:08conversations. So what the hell happened
- 3:10between Saturday night and Monday morning?
- 3:12Well, six things broke simultaneously and none of them
- 3:16were Iranian. 1 The bill arrived.
- 3:19The Pentagon requested over 200 billion in supplemental funding.
- 3:23This war is costing 1.38 billion per day and accelerating the
- 3:28money that was supposed to fund days, not weeks now needs a
- 3:31congressional vote that may not pass to the Fed.
- 3:35Killed the rate cut dream. On March 18th, the Fed held
- 3:39rates and revised its 2026 inflation forecast upward,
- 3:43citing the Iran war energy shock.
- 3:46The dot plot now shows one cut in all of 2026, down from 2.
- 3:50Every basis point of delayed easing is paying for housing,
- 3:53for credit, for the American family trying to refinance their
- 3:57mortgage 3. The allies revolted. 22
- 4:01countries signed up to coordinate on Hormuz. 0
- 4:04committed a warship during combat.
- 4:06Japan is releasing strategic reserves.
- 4:09South Korea's market has fallen 12%.
- 4:12Europe S gas surged 35% after Qatar S LNG went offline.
- 4:17Trump called NATO cowards and got a press release in return
- 4:21for TSMC sent the signal. Taiwan imports nearly 97% of its
- 4:27energy. Its LNG reserves cover 11 days.
- 4:30Qatar supplies 1/3 of global helium, which TSMC needs for
- 4:34chip fabrication. The helium is bottled behind a
- 4:37closed straight. Every NVIDIA GPU, every Apple
- 4:41chip, every AI cluster, all of it depends on a factory in
- 4:44Taiwan counting its gas in single digit days 5 The IEA
- 4:49chief named the damage 40 energy assets across nine countries
- 4:54severely damaged global oil supply down 11,000,000 barrels
- 4:58per day. The worst energy crisis in
- 5:00modern history. And it's getting worse, not
- 5:03better. 6 The midterms. Gas prices are up $0.93 per
- 5:07gallon. 66% of Americans called this a war of choice, 60%
- 5:13disapprove. The numbers that matter in
- 5:15Washington aren't barrels per day.
- 5:17Their approval ratings in swing states where people fill their
- 5:21tanks every Tuesday. 6 pressures. 1 post Trump didn't
- 5:25discover diplomacy, he discovered arithmetic.
- 5:29Now here's what Treasury Secretary Scott Besant is out
- 5:32here saying 50 days of higher prices for 50 years of no Iran
- 5:35nukes. As far as the oil prices, people
- 5:38just need to stop panicking. It's worth it to prevent Iran
- 5:41from having a nuclear weapon. So if I have to pay a little bit
- 5:43more for gas, I'll do. Pay the price.
- 5:45I mean in order to have long term stability the.
- 5:47Disruptions in the global markets are real and may be
- 5:51painful, but the long term benefits again are incalculable.
- 5:55There may be some sacrifices to be made at the pump on a
- 5:57temporary basis. I'm willing to pay 30% or $0.30
- 6:01more at the pump to make sure that Iran does not have a
- 6:04nuclear weapon. To win in life, you got to
- 6:06suffer short term pain for the long term gain or short term
- 6:09pain for long term gain. Freedom is not free.
- 6:12Americans are going to have to make some sacrifices.
- 6:15This is. Short term, and I'm asking you
- 6:18to just trust the man, OK? Trust the system.
- 6:21Let him. I heard this crap before.
- 6:24Looks like the new script is out.
- 6:26Higher food and gas prices are worth it to make sure Iran
- 6:29doesn't get nukes. Freedom isn't free.
- 6:31Yeah. Yeah, it does.
- 6:33It reeks of 15 days to slow the spread.
- 6:36We have heard this before. It's all happening again.
- 6:39But before we get to Iran's response, let's talk about the
- 6:42nuclear elephant in the room that nobody in the mainstream
- 6:44media wants to really talk about.
- 6:46Colonel McGregor just revealed that Putin has already delivered
- 6:49a terrifying ultimatum to Netanyahu.
- 6:52If Israel dares to use one nuclear weapon in the Middle
- 6:55East, Russia will drop a nuclear bomb on Israel.
- 6:59I do not believe the United States has any idea what kind of
- 7:03apocalyptic nightmare it just walked into.
- 7:06There's a complete failure to understand that Gaza is the
- 7:09catalyst for the larger war that's now going to begin
- 7:12against Israel. Every Muslim country is going to
- 7:15come on board against Israel, along with Russia, along with
- 7:18China. I'd be surprised if Mr. Putin
- 7:21doesn't make it very clear to Mr. Netanyahu that if he
- 7:25contemplates using a nuclear weapon, he needs to understand
- 7:28something. If you do this, if you use a
- 7:30nuclear weapon against Iran or anyone in the Middle East, we
- 7:33will use a nuclear weapon against you.
- 7:35I'd be very surprised as if he is not.
- 7:38And Iran. Iran completely denied Trump's
- 7:40claims of productive conversations.
- 7:43They said there were no direct or indirect talks.
- 7:46They said Trump withdrew from power plant strikes after their
- 7:49firm warning. They called his comments
- 7:51psychological warfare. And they said Hormuz will not
- 7:54return to pre war conditions as long as psychological warfare
- 7:58continues. The pause is real.
- 8:00The relief is not. The street is still closed, the
- 8:0440 assets are still damaged, the fertilizer is still blocked, the
- 8:08planting window is closing, and the five day clock is already
- 8:12ticking. And here's what a lot of people
- 8:14aren't talking about yet. Oil prices are no longer the
- 8:17biggest threat to markets. I mean, it's kind of like a
- 8:19chicken and an egg. But it has become increasingly
- 8:22clear that bond markets will dictate just how long this war
- 8:26can continue. The 10 year note is now up 45
- 8:29basis points since the war began on February 28th.
- 8:33The 20 year note just broke above 5%.
- 8:36At the current pace, we'll have 7% mortgages and $4.00 gas this
- 8:41week. Here's the pattern you need to
- 8:43understand. When the 10 years surged above
- 8:454.5% during the liberation day in April 25, Trump floated a
- 8:50tariff pause. When it broke 4.6%, he
- 8:53implemented a 90 day pause on reciprocal tariffs.
- 8:56We are at 4.4% right now. The 4.5 to 4.6 range is the line
- 9:02in the sand again. the US economy cannot handle a 5 to 10%
- 9:07ten year yield. And Ian Bremmer, the man who
- 9:10runs your Razor group, the most powerful geopolitical risk firm
- 9:14on earth, said this just hours ago.
- 9:16Quote the Iran war is not priced in the markets yet not priced
- 9:22in. The Strait of Hormuz has been
- 9:24blockaded for over 20 days. 95% of non Iranian ship traffic has
- 9:29collapsed. 170 plus vessels are stranded in the gulf.
- 9:32Ships are paying Iran $2,000,000 per vessel just to pass through.
- 9:37Brent crude is at 112 bucks a barrel, up 74% from 64 bucks on
- 9:43February 28th and it peaked at around 170 on March 19th.
- 9:48Let that sink in. Every major market crash in the
- 9:51last 50 years was preceded by an oil shock. 1973 oil shock, S&P
- 9:57500 down 41 percent. 1990 Gulf War oil shock, S&P down 16%.
- 10:032008 oil shock credit collapse, S&P down 56%.
- 10:08Right now we have the oil shock and the credit collapse
- 10:12simultaneously. Probably nothing.
- 10:14The S&P 500, Dow and NASDAQ all broke below their 200 day moving
- 10:19averages at the same time last Thursday.
- 10:22That has happened only a handful of times in the past decade.
- 10:26VIX hit a two year high and that was before Sunday's escalation.
- 10:30And on top of all of it, US 12 month inflation expectations
- 10:35just surged to 5.2%. There is now a 6% chance of an
- 10:39April rate hike and a zero percent chance of an April rate
- 10:43cut. You promised us rate cuts you
- 10:46promised us. Let's zoom out and talk about
- 10:49what all this means, because this is the part they don't
- 10:52cover on CNBC. Governments can't print oil,
- 10:56can't print fertilizer, can't print natural gas, can't print
- 10:59rare earths, and they cannot print Bitcoin.
- 11:03In the 1970s, inflation hit 14%, car loans hit 21%, mortgage
- 11:09rates hit 18%, people worked 108 hour weeks in the oil fields and
- 11:13still got wiped out by the printer.
- 11:15Nothing has changed except the numbers got bigger. 25 years ago
- 11:20you could put 500 bucks in your pocket, drive anywhere in
- 11:23America, rent an apartment, no background check and start over
- 11:26$500. Today is a month of groceries,
- 11:29if you're lucky. Probably not.
- 11:31Probably going to be a lot more. The mainstream media wants you
- 11:33to think inflation is like the weather, some atmospheric
- 11:36phenomenon that just happens. It's not.
- 11:39It's authorized, institutionalized, bipartisan
- 11:42theft. The people closest to the money
- 11:45printer don't feel it. They've got their compounds and
- 11:48their nuclear bunkers. Meanwhile, the rest of us are
- 11:51watching America turn into a giant gas station.
- 11:54And here's the thing. While gold just suffered its
- 11:57biggest weekly decline in more than 40 years, Bitcoin is up 34%
- 12:02against gold since the war started 23 days ago.
- 12:05Bitcoin is the new safe haven asset.
- 12:07Not because we said so, because the market is saying so in real
- 12:12time. Looks like Jerome Powell is not
- 12:14feeling bullish. Bitcoin falls below 68 K.
- 12:17This means it's going to 0C. Chart below and we know the
- 12:21drill is dump before the pump. Of all the hard assets in the
- 12:26world, only Bitcoin is provably scarce, portable across borders
- 12:31at the speed of light, and held in self custody with 0
- 12:35counterparty risk. Stack like a smart psychopath
- 12:38huddle self custody. Let these guys, these morons,
- 12:42play their stupid war games with their Fiat cock bucks.
- 12:45Why will Bitcoin fix the world? Because wars, corruption,
- 12:49inflation, taxes, and poverty all stem from the fact that we
- 12:52don't have sound money. Money that can preserve the
- 12:55value of our hard work. That's why we're all here today.
- 12:58Time to bring it home. But before we do, look at her
- 13:02likes 3 or 4 times maybe? I pumped those numbers out.
- 13:05Those are rookie numbers in this racket.
- 13:07That's. Exactly what Leaden does.
- 13:08Bitcoin backed loans, no credit check, no bank approval.
- 13:12Your Bitcoin is the collateral, pristine collateral.
- 13:16They funded over $10 billion in loans since 2018, and the
- 13:20collateral is never lent out. That's a key differentiator.
- 13:23Make your stack work without giving it up.
- 13:26Head over to leaden dot IO slash simply today.
- 13:29That's leaden dot IO slash simple.
- 13:32The Bitcoin Way is a Bitcoin only consultancy.
- 13:35They take you from wherever you are right now, exchange wallet,
- 13:38basic hardware wallet, wherever, all the way to true sovereignty.
- 13:43Your own hardware wallet connected to your own node, full
- 13:46transaction verification and they stay with you until the
- 13:49skills are mastered. Not a one time setup call.
- 13:52They're your actual Bitcoin ITT. They also handle personal
- 13:56cybersecurity, privacy, phone, private browsing, getting you
- 14:00out from under big tech surveillance, and if you're
- 14:02thinking about a Plan B in a Bitcoin friendly jurisdiction,
- 14:06they'll walk you through a residency in Panama.
- 14:09What are you doing? Schedule a free 30 minute
- 14:11consultation using that link below in the show notes.
- 14:14Set 123 has satellite phone, Starlink kits, Faraday bags,
- 14:19portable power stations, everything you need to stay
- 14:22operational when the infrastructure you rely on
- 14:24decides to stop working. This is sovereignty that extends
- 14:27beyond your wallet code simply, it gets you 15% off your entire
- 14:31purchase at sat123.com/simply Bitcoin head over there today.
- 14:37Hey, hope you guys enjoyed this one.
- 14:38Let us know what you think down below and don't forget to like
- 14:41subscribe and give us a pair by sharing the sound money gospel
- 14:44Set those notifications for the best in Bitcoin news delivered
- 14:47to you daily. We got a lot more coming your
- 14:49way, so stay tuned, stay humble, stay sets.
- 14:52Love guys, catch you next time. If you.
- 14:55Prefer to go down with the ship.