Latest / Simply Bitcoin / Saylor Just DESTROYED The Bitcoin Bear Market | Why is the US Treasury PANICKING? | Simply Originals

Transcript

Saylor Just DESTROYED The Bitcoin Bear Market | Why is the US Treasury PANICKING? | Simply Originals · Simply Bitcoin

• 0:00
  Michael Sailor put on a fur coat, got on a horse and
• 0:03
  declared the Bitcoin winter officially over.
• 0:07
  I mean, he bought 2 1/2 billion dollars of Bitcoin last.
• 0:10
  There's not enough supply to eat up a billion a month from my a
• 0:13
  billion a week from Michael Schwell.
• 0:14
  Michael Saylor's already bought 815,000 Bitcoin and at this pace
• 0:19
  he'll be at 1,000,000 by August. But while Sailor is pulling off
• 0:23
  the trade of the century, you got to ask, is winter actually
• 0:27
  over? Because the Bank of England is
• 0:30
  quietly screaming the stock market is about to fall off a
• 0:33
  Cliff. A quantum computer just
• 0:36
  allegedly cracked Bitcoin style cryptography.
• 0:39
  There we go, this again. And the US Treasury just froze
• 0:44
  $344 million of stable coins and somehow, somehow the dumbest
• 0:51
  people on earth are still telling you Bitcoin is risky.
• 0:54
  Welcome to simply Bitcoin. I'm Rustin.
• 0:57
  Buckle up all bears do not go to heaven.
• 1:10
  We got a big one today. Five stories 5 and every single
• 1:13
  one of them is the establishment screaming the quiet part out
• 1:17
  loud. Hey, by the end of this video,
• 1:19
  you're going to understand one why Sailor isn't just bullish,
• 1:23
  he's executing a supply shock in real time.
• 1:26
  So at that level of growth like the 20 year time horizon, what,
• 1:29
  what price does that get us to for Bitcoin?
• 1:33
  No, I think eventually it's going to 20,000,021 million a
• 1:36
  coin. 21 million a coin. OK.
• 1:39
  So what's that like a market cap of like 400 trillion, something
• 1:42
  like this 400 trillion? I think it's going to emerge as
• 1:47
  the dominant digital capital of the world.
• 1:50
  What would shake your confidence in that?
• 1:52
  I haven't seen anything to shake my confidence yet.
• 1:56
  By definition, Black Swan. Something unexpected,
• 1:59
  unanticipated. Two, what a 331 year old Bank of
• 2:04
  England just admitted out loud about the stock market. 3 Why
• 2:09
  the quantum panic headlines are the most dishonest thing on the
• 2:12
  Internet this week. 4 Why your stable coins aren't yours and
• 2:17
  they never were. And five, why AUS Soldier is
• 2:21
  going to prison for a $400,000 trade while Nancy Pelosi is up
• 2:26
  17,000%. Let's go Bitcoin 77,000 to $839
• 2:33
  as Sailor tweets this strategy. MicroStrategy, whatever you want
• 2:37
  to call it, just added 34,164 BTC to the Treasury.
• 2:42
  Total stack, 815,061 BTC. And I'm rounding here, but
• 2:48
  that's a lot of Bitcoin. Mike Novogratz, billionaire, not
• 2:51
  exactly a Bitcoin maxi runs Galaxy.
• 2:54
  Well, he says Sailor is buying multiple billions per week and
• 2:58
  is about to trigger a supply shock.
• 3:00
  Yeah, no kidding, Mike. We've been seeing that for like
• 3:03
  5 years. Welcome to the party.
• 3:06
  Kocheck is on the left. There's the part those bald
• 3:09
  talking heads on CNBC will not explain to you.
• 3:12
  Bitcoin adoption goes in waves 2013 early adopters the
• 3:16
  cypherpunks 2017. Retail wakes up your cousin buys
• 3:20
  doggy coin. 2021 institutions show up BlackRock files 2026
• 3:26
  nation states. This isn't a theory, this is a
• 3:29
  balance sheet. The US government already holds
• 3:32
  roughly 300,000 Bitcoin China 100 90,000 the UK 601K.
• 3:37
  That's the same UK whose central bank is currently warning you to
• 3:41
  sell stocks. We'll get to that.
• 3:43
  El Salvador Boo Kelly still buying Bitcoin every single day
• 3:47
  marching toward 7700 BTC Wisconsin and New Jersey just
• 3:53
  added Bitcoin exposure to their public pension funds swabs 11
• 3:57
  trillion is in Morgan Stanley 10 trillion is in Goldman is next
• 4:02
  even Maddie Greenspan former etoro analyst not exactly sailor
• 4:06
  even he admits increased institutional adoption will kick
• 4:09
  off this next leg. But what sailor is missing is
• 4:13
  nation state adoption. It's right around the corner,
• 4:16
  Sailors not missing it, Maddie sailors.
• 4:18
  The reason they're showing up when the the largest publicly
• 4:21
  traded company on the planet is buying Bitcoin like it's the
• 4:24
  last lifeboat off the Titanic. Central banks notice.
• 4:28
  Imagine, and Greenspan said this himself, imagine central banks
• 4:32
  adding Bitcoin to their balance sheets the same way they added
• 4:36
  gold. Think of that run a great
• 4:38
  flipping. That's trillions and trillions,
• 4:42
  and I don't have to imagine it. I'm watching it happen in slow
• 4:45
  motion. You're watching it.
• 4:46
  It's happening in slow motion. The Treasury Secretary is
• 4:49
  watching it happen in slow motion gradually, then suddenly
• 4:54
  the only people not watching are the gold bugs, the Fiat
• 4:58
  economists, and Peter Schiff. And Peter doesn't count.
• 5:01
  I. Think there's mortgage-backed
• 5:02
  credit, there's corporate credit, there's sovereign
• 5:05
  credit. I'm on a mission to
• 5:07
  commercialize digital credit. You know, if we become 5% of the
• 5:11
  market, you know, it might take us 20 years.
• 5:15
  And by that time, the 300 trillion is 600 trillion and the
• 5:19
  5%, you know, is 30 trillion. And if we buy 30, if we raise 30
• 5:25
  trillion and buy 30 trillion a Bitcoin, bitcoins going to be
• 5:28
  worth $300 trillion in bitcoins going to $15 million a coin.
• 5:34
  And don't sell your Bitcoin grant.
• 5:36
  And it's going to make your digital real estate business the
• 5:39
  best real estate business in the history of real estate.
• 5:42
  I like this guy point that keep the Bitcoin heavy man now, well,
• 5:45
  sailors putting on his fur coat 3500 miles away.
• 5:48
  The 331 year old Bank of England, the original central
• 5:52
  bank, the Grand grandfather, the entire Fiat experiment.
• 5:55
  It is an unholy place. Let's say that it's having a
• 5:59
  panic attack. Sarah Breeden, deputy governor,
• 6:01
  head of financial stability, said this on the record.
• 6:04
  There's a lot of risk out there and yet asset prices are at all
• 6:07
  time highs. We expect there will be an
• 6:10
  adjustment at some point. An adjustment that's banker talk
• 6:14
  for I would like to scream right now, but I have to keep my job.
• 6:18
  S&P 500 closed at a record 7137 on April 7 17th hit fresh
• 6:23
  records again on the 22nd NASDAQ the same everyone's wearing
• 6:27
  party hats and the woman whose literal job is quote, financial
• 6:31
  stability, she's on BBC saying let me read the part that
• 6:34
  matters the most. The thing that really keeps me
• 6:37
  awake at night is the likelihood of a number of risks
• 6:40
  crystallizing at the same time. A major macroeconomic shock.
• 6:44
  Confidence and private credit goes.
• 6:46
  AI and other risky valuations readjust.
• 6:49
  What happens in that environment?
• 6:51
  Are we prepared for it? That is the deputy governor of
• 6:55
  the Bank of England saying she can't sleep at night.
• 6:57
  She's telling you in the most British way possible, mate, I'd
• 7:02
  take a little money off the table.
• 7:05
  Good time to take a little off the table in it.
• 7:07
  Sorry to the British viewers. I get, I get like this
• 7:10
  sometimes. You know how it is me Mom died
• 7:14
  in the Weimar hyperinflation. But anyway back to it and here's
• 7:18
  the trap. The trap is correlation.
• 7:20
  The CME groups February 2026 report bitcoins correlation of
• 7:24
  the NASDAQ 100 ran as high as .6.
• 7:28
  So when the stock market squeezes Bitcoin used to laugh.
• 7:31
  Now Bitcoin gets a fever. You remember October 10th, the
• 7:35
  flash crash, $19 billion billion with AB and forced liquidations
• 7:40
  in 24 hours. Bitcoin from 126 K all time high
• 7:45
  in October to A60K floor in five months.
• 7:49
  That wasn't Bitcoin failing. That was leverage failing.
• 7:52
  That was the correlation tax. So here's the question.
• 7:55
  Sailor isn't answering that. Breeden won't answer that.
• 7:58
  CNBC and the bald people will never ask you what happens to
• 8:02
  Bitcoin when the S&P finally listens to the Bank of England
• 8:06
  and rolls over. I'll tell you what happens round
• 8:08
  one. Bitcoin gets dragged down with
• 8:10
  the NASDAQ because the correlation says it has to kind
• 8:13
  of the leverage gets flushed. Maybe you see 65K, maybe lower
• 8:18
  the doomers post their I told you so charts round two.
• 8:24
  Every central bank on earth simultaneously realizes their
• 8:28
  bonds are radioactive, their currencies are melting, and the
• 8:32
  only neutral reserve asset left is sitting in a self custody
• 8:36
  wallet. And then we don't talk about 80
• 8:39
  K Bitcoin anymore. We talk about 800 K Bitcoin.
• 8:44
  The Bank of England isn't warning you about a crash,
• 8:47
  they're warning you about a transition.
• 8:50
  And they're terrified because for the first time in 331 years,
• 8:54
  they don't get to be the lifeboat Bitcoin does.
• 8:57
  Speaking of central banks not being a lifeboat, let's talk
• 9:01
  about what happens when you need liquidity, but you don't want to
• 9:03
  sell your Bitcoin to get it. That's leaden 8 years, $10
• 9:07
  billion in loans, 0 customer Bitcoin lost the lowest rates in
• 9:11
  the industry. No fine print auto top up so you
• 9:14
  never get liquidity by some flash Wick. 0 penalties.
• 9:18
  The larger the loan, the lower the rate.
• 9:20
  And the part that matters your Bitcoin is custody.
• 9:22
  Never lent out gold standard protection.
• 9:25
  Not the FTX. Trust me bro.
• 9:26
  Model though, we hold it, you own it, you can verify it.
• 9:30
  Model. If you've held Bitcoin for a
• 9:31
  while, you already know selling is the worst possible move.
• 9:35
  Borrowing against it without rehypothecation is the only move
• 9:38
  that lets you stay long while you live your life.
• 9:41
  Scan the QR code or click the link in the description.
• 9:44
  Don't sell your Bitcoin. Borrow against it like the bank
• 9:47
  does. Head to Len dot IO today.
• 9:50
  All right, the headlines this week.
• 9:52
  Quantum computer just cracked Bitcoin style cryptography.
• 9:56
  The crypto Twitter doomers are losing their minds.
• 9:59
  Gremlins on Reddit are on fire. Your dad just texted What you
• 10:02
  asking? Is your Bitcoin safe?
• 10:04
  Let me explain what actually happened, because what actually
• 10:07
  happened is the funniest thing I've read this month.
• 10:10
  A guy named Jean Carlo Lily at Project 11 won A1 Bitcoin prize
• 10:16
  for what? For successfully cracking a 15
• 10:19
  bit elliptic curve key 15 bits, Bitcoin uses 256 bit elliptic
• 10:25
  curve cryptography. Now I know what you're thinking.
• 10:28
  Rusted 256 is bigger than 15, so they're like 17 times closer.
• 10:33
  No, the gap between 15 bits and 256 bits is not linear.
• 10:39
  It is, and this is the actual quoted word from the analysis.
• 10:42
  Astronomical To attack actual Bitcoin, researchers estimate
• 10:46
  you need somewhere between 10,000 and 500,000 high quality
• 10:51
  logical qubits. Current public quantum systems
• 10:54
  are, and I quote, nowhere close to that level.
• 10:58
  They're not in the zip code, they're not in the state.
• 11:01
  They may not be on the same continent.
• 11:03
  Here's the actual take away. Bitcoins, open source Bitcoin
• 11:06
  can fork. Bitcoin can upgrade to quantum
• 11:09
  resistant signatures before the threat is even real.
• 11:12
  Every other cryptocurrency, every bank, every signature on
• 11:16
  every contract on earth uses the same elliptic curve
• 11:19
  cryptography. If quantum breaks Bitcoin, it
• 11:23
  breaks your bank login, your e-mail, the NSA, and the
• 11:26
  Pentagon. So you'll have bigger problems
• 11:30
  than Bitcoin. The strongest argument is not
• 11:33
  quantum risk is fake. The strongest argument, the one
• 11:36
  Bitcoin Maxis have been making for a decade plus, is that
• 11:40
  Bitcoin can adapt. Fiat can't.
• 11:42
  Your dollar can't fork to a quantum resistant version.
• 11:46
  The Federal Reserve can't push a software update to fix monetary
• 11:50
  debasement. The quantum FUD is the
• 11:54
  establishments last desperate bedtime story.
• 11:57
  And tonight, kids, we're not afraid of the boogeyman.
• 12:00
  Yeah, I, I think that's the not a correct characterization.
• 12:04
  But yesterday we announced Operation Economic Fury and we
• 12:09
  for over a year we've had maximum pressure on the Iranians
• 12:13
  both on blocking payments into the Iranian state and going
• 12:19
  after the accounts of the IRGC. One of the what may prove to be
• 12:24
  fatal mistakes that the Iranians made was bombing their GCC
• 12:30
  neighbors and who are now willing to be much more
• 12:33
  transparent in terms of the funds or do a deeper dive in
• 12:38
  investigating the funds that are held within their banking
• 12:41
  systems. So we have pushed out to them
• 12:45
  the request that we want to freeze more funds of the
• 12:49
  leadership of the IRGC and any members of Iranian leadership.
• 12:55
  The other thing that we have done is we have told company, we
• 12:58
  have told countries that if you are buying Iranian oil, that if
• 13:03
  Iranian money is sitting in your banks, we are now willing to
• 13:06
  apply secondary sanctions, which is a very stern measure.
• 13:11
  And the Iranians should know that this is going to be the
• 13:15
  financial equivalent of what we saw in the kinetic activities
• 13:18
  is. This an example of now this one.
• 13:22
  This one's the one nobody's covering correctly, and it might
• 13:25
  be the most important story of the entire week.
• 13:28
  Tether, the world's largest stable coin, just froze $344
• 13:32
  million in USDT at the direct request of U.S. law enforcement.
• 13:37
  2 wallets coordinated with OFAC. OFAC, we've been talking about
• 13:42
  this for years. That's the Office of Foreign
• 13:44
  Asset Control, the Treasury's sanction arm.
• 13:46
  Treasury Secretary Scott Besson personally confirmed it.
• 13:49
  We will follow the money that Tehran is desperately attempting
• 13:52
  to move outside of the country and target all financial life
• 13:55
  lines tied to the regime. Cool.
• 13:57
  So your stable coin is now an instrument of US foreign policy.
• 14:01
  Got it. Your stable coins are not your
• 14:03
  stable coins. They never were correct.
• 14:07
  Correct. The stable coin is a digital IOU
• 14:10
  from a centralized issuer that exists at the pleasure of the US
• 14:13
  Treasury. The day they decide they don't
• 14:16
  like you, your USDTUSDCPYUSD, whatever the bullshit your every
• 14:22
  other coin ending in USD? Gone.
• 14:25
  Click done. See ya.
• 14:27
  Now compare that to Bitcoin. The treasury can freeze $344
• 14:32
  million of Tether with a phone call.
• 14:34
  They cannot freeze one satoshi of self custody Bitcoin without
• 14:39
  your seed freeze. Not one ever.
• 14:42
  Bitcoin held in self custody cannot be frozen, seized or
• 14:45
  restricted. Hardware wallet, your keys, your
• 14:48
  coins. Our friends over at the Bitcoin
• 14:50
  Way will set you up with ironclad self custody proper
• 14:53
  hardware, your own node, full Unchained verification.
• 14:56
  So your Bitcoin is actually yours, not your banks, not in
• 14:58
  exchanges, yours. Their team guides you step by
• 15:01
  step until you mastered it. Oh, and they can help with
• 15:04
  privacy, phones, Plan B, residency and so much more.
• 15:07
  No single point of failure standing between you and your
• 15:10
  generational wealth. Book your free 30 minute
• 15:12
  consultation today using that QR code of the link in the show
• 15:15
  notes and begin your journey towards Bitcoin sovereignty
• 15:18
  today, the Bitcoin way. OK, now back to it.
• 15:21
  Tether freeze isn't the main event.
• 15:24
  The main event is what Besant announced the same week.
• 15:28
  Permanent U.S. dollar swap lines to Gulf and Asian allies.
• 15:32
  Besant's framing A testament to the US dollar's primacy and
• 15:36
  strength of America's economic shield.
• 15:39
  The hell is he blathering about? Sure, Scott, let's have a Simon
• 15:43
  Dixon translate that for us. If you sell your bonds and
• 15:47
  shares, U.S. markets break. We'd rather take your currency
• 15:50
  as collateral and print more dollars.
• 15:52
  It's our only choice, as we burden Americans with more debt,
• 15:57
  to extract as much value from stocks and bonds for the
• 15:59
  transnational financial industrial complex while we
• 16:02
  still can. That's the FIC The financial
• 16:05
  industrial complex. The reason gas costs what it
• 16:09
  costs. The reason groceries cost what
• 16:11
  they cost. The reason your kids college
• 16:13
  tuition is 90 KA year, The reason you work 50 hours a week
• 16:17
  and somehow have less purchasing power than your dad did working
• 16:21
  30, and what Besant just did. Extending the Fed swap lines to
• 16:25
  every US ally is the last dose of methadone for a junkie that
• 16:29
  has finally run out of veins. Dollar dependency on demand
• 16:33
  exported globally. The dollar becomes a
• 16:36
  transactional currency, not a store of value, not that it ever
• 16:39
  was. You know, what is a store of
• 16:42
  value? All right, anyway, the Treasury
• 16:44
  Secretary is openly saying in writing that the dollar's role
• 16:47
  is shifting. This is coming from one of the
• 16:49
  world's top economic hitman. Besant is a human economic
• 16:54
  weapon, and he's saying this. The empire is signaling its own
• 16:58
  descent in real time. And the only people listening
• 17:02
  are the ones holding the lifeboat.
• 17:04
  Speaking of lifeboats, when the treasury can freeze your stable
• 17:07
  coins with the phone call on your bank account is 1 OPEC
• 17:10
  notice away from being inaccessible, you're off grid
• 17:13
  sovereignty stack stops being paranoid.
• 17:15
  It starts being basic hygiene. SAT 123 satellite phone,
• 17:19
  Starlink kits, Verity bags and backpacks, The hardware you need
• 17:23
  to transact, communicate and self custody.
• 17:26
  When the grid or the government decides you're inconvenient,
• 17:29
  scan the QR or click the link in the description.
• 17:31
  And don't forget to use code simply for 15% off your order.
• 17:35
  Okay? Big finish, last story and this
• 17:37
  one, this one so on the nose you think I was making it up.
• 17:41
  A U.S. special Forces soldier, combat veteran placed a bet on
• 17:45
  Polymarket about whether Maduro would be captured.
• 17:49
  He won $400,000. The DOJ arrested him.
• 17:53
  Cuffs charges. Insider trading.
• 17:56
  Meanwhile, Nancy Pelosi has grown her portfolio 17,000%
• 18:01
  since 1987, from 800 K to 133 million.
• 18:06
  Marjorie Taylor Green up 476% since joining Congress, Bought
• 18:11
  up to 315 K in stocks the day before Trump pause tariffs.
• 18:16
  Lucky guess. Roe Kana 3000 trades $50 million
• 18:20
  in 2025 alone. Beat the S&P by 112% since 2024.
• 18:26
  Dan Crenshaw outperformed Pelosi in 2021, bought stocks during
• 18:31
  the pandemic while voting on the CARES Act and didn't report it
• 18:35
  as required by law. Kelly Lefler dumped 20 million
• 18:39
  in stocks after a private COVID briefing in early 2020, right
• 18:43
  before the crash. The soldier got cuffed, they got
• 18:46
  reelected, and it gets worse. Max Blumenthal, investigative
• 18:50
  journalist, uncovered that someone short sold the oil
• 18:53
  market and dumped S&P Future minutes before Trump's Iran
• 18:57
  ceasefire announcement. 3 times this month alone made over a
• 19:01
  billion dollars. No charges, no investigation,
• 19:04
  nothing. Presidents and their families
• 19:07
  can insider trade. Congress and their families can
• 19:10
  insider trade. You can't.
• 19:12
  Soldiers can't. The guy at the Chinese food
• 19:14
  place can't. You can't.
• 19:16
  This is the system. This is the FIC.
• 19:20
  This is the reason Bitcoin exists.
• 19:22
  Sailor isn't buying Bitcoin because the chart looks pretty.
• 19:25
  He's buying it because he can read a balance sheet, and the
• 19:28
  balance sheet says the United States, the Bank of England,
• 19:31
  Japan, the EU, all of them are out of Rd.
• 19:34
  They're exporting dollar dependency to keep the engine
• 19:37
  running, just for another couple of laps.
• 19:40
  The Bank of England's deputy governor can't sleep.
• 19:43
  The Treasury Secretary is openly saying the dollar is shifting
• 19:46
  rolls. The Treasury's freezing stable
• 19:48
  coins. Congress's insider trading in
• 19:50
  broad daylight while a soldier goes to prison for a 400K bet.
• 19:54
  This is not a crash. This is a transfer.
• 19:57
  The peaceful Bitcoin revolution isn't a slogan.
• 20:00
  Every block that passes is another vote.
• 20:02
  Every set you self custody is another ballot against the
• 20:06
  Empire. You don't have to riot, you
• 20:08
  don't have to vote, you don't have to argue with your uncle at
• 20:10
  Thanksgiving or doggy coin loving degenerate friends.
• 20:14
  You just have to opt out. Sailor put on a fur coat for a
• 20:18
  reason. He's not cold he's signaling the
• 20:21
  winter is over and the people who spent the last four years
• 20:24
  calling him crazy or about to spend the next four years
• 20:27
  explaining why they didn't see it coming.
• 20:30
  Don't be them don't sell your Bitcoin.
• 20:33
  Hey, let us know what you think down below I'm Rustin.
• 20:35
  This was simply Bitcoin original smash that like hit the
• 20:38
  subscribe, give us a PAMP and have an incredible weekend, and
• 20:41
  I'll catch you guys next time love you peace if you.
• 20:44
  Prefer to go. Down with the ship.