Latest / Simply Bitcoin / Silver Just BROKE the System! Why Bitcoin’s Revenge Starts in 2026 | Simply Originals

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Silver Just BROKE the System! Why Bitcoin’s Revenge Starts in 2026 | Simply Originals · Simply Bitcoin

• 0:00
  Bitcoin just did something absolutely insane on Sunday
• 0:04
  night Bitcoin pumped $3000, ripped through 90K and
• 0:08
  liquidated 103 million in shorts.
• 0:11
  And then Monday morning Bitcoin dumped 2700 and wiped out 40
• 0:16
  million in longs and erased the entire move.
• 0:20
  Same price, different victims. Total chaos.
• 0:24
  Good morning, say it back GFY, and I hope you all had a Merry
• 0:29
  Christmas because yeah, 2025 sucked.
• 0:32
  But what if I told you? What if gold and silver ripping
• 0:35
  right now isn't bad news for Bitcoin at all?
• 0:38
  What if it's the exact signal we've seen before every historic
• 0:43
  Bitcoin run? Because every time gold
• 0:47
  outperforms Bitcoin for a year, the same crowd crawls back out
• 0:51
  of the woodwork. Bitcoins dead.
• 0:53
  Digital gold failed. This time's different.
• 0:56
  All right, so let's look at the receipts.
• 0:58
  Trailing returns One year, gold plus 70%, Bitcoin down 12%.
• 1:03
  Go ahead and cue the victory lap.
• 1:06
  But now zoom out three years. Gold up 146%, Bitcoin up 418%.
• 1:13
  Read them and weep. And yes, Peter Schiff, this is
• 1:17
  for you. The question isn't why gold is
• 1:20
  winning now. The question is why Bitcoin is
• 1:22
  down 30% from its peak while gold and silver are going
• 1:26
  parabolic. And the answer?
• 1:28
  Because this is how it starts. Gold and silver move first,
• 1:33
  Bitcoin moves last, and when it moves, it doesn't ask for
• 1:37
  permission. After the March 2020 crash, the
• 1:40
  Fed injected massive liquidity. Gold ran from 1450 to 2000.
• 1:44
  Silver went from $12.00 to nearly 30.
• 1:47
  Bitcoin did nothing for five months.
• 1:51
  Bitcoin went sideways, then gold topped, silver stalled,
• 1:55
  liquidity rotated and Bitcoin went from 12,000 to 64,800.
• 2:00
  Cut bucks. Iron Mite said it best.
• 2:03
  Everybody has a plan till they get punched in the mouth.
• 2:07
  Now look at today. Gold near 4550, silver near 80
• 2:11
  bucks, Bitcoin chopping sideways again.
• 2:14
  Same movie, new cast, more fuel, and this time something broke.
• 2:19
  A systemically important bank blew up in the silver futures
• 2:23
  market. They failed a margin call.
• 2:25
  The exchange liquidated them and the Fed rushed in with 34
• 2:29
  billion overnight on top of 17 billion just days earlier just
• 2:34
  to stop the system from snapping.
• 2:36
  Translation for the normies. They bet silver wouldn't rise.
• 2:39
  Silver ripped. They couldn't pay the house.
• 2:42
  Forest liquidations. the Fed hit the panic button.
• 2:45
  Silver doesn't move like this unless something breaks and
• 2:49
  something just did. Bitcoins revenge is imminent and
• 2:53
  $9 million Bitcoin is on the table.
• 2:56
  We have a massive show today. Is officially over.
• 3:04
  For years we have sat here and speculated.
• 3:06
  We have looked at the charts, we have looked at the open interest
• 3:08
  and we have guessed. We have said one day the banks
• 3:11
  will break. We have said one day the naked
• 3:13
  shorts will get caught off side so badly that the entire
• 3:16
  financial system will have to bend the knee.
• 3:19
  We have hypothesized that the bullion banks are leveraged to
• 3:21
  the hilt, playing a dangerous game of fractional reserve paper
• 3:24
  trading against a physical asset that is running out.
• 3:27
  But up until this morning, that was just a theory.
• 3:29
  It was mathematical probability, sure, but we didn't have the
• 3:32
  smoking gun. We didn't have the body.
• 3:34
  Well, stop guessing. Stop speculating, because that
• 3:38
  day is today. The body has been found.
• 3:41
  Ladies and gentlemen, Asian guy here.
• 3:43
  While you were glued to your screens watching the spot price
• 3:45
  of silver hit $77.16, while you were celebrating the breakout
• 3:50
  and calculating your net worth, something much more important,
• 3:53
  much darker and much more terrifying was happening in the
• 3:56
  plumbing of the global financial system.
• 3:57
  Something that the mainstream media is terrified to report
• 4:00
  because it proves without a shadow of a doubt that the
• 4:03
  banking system is insolvent. We just received the official
• 4:06
  data from the Federal Reserve Bank of New York regarding their
• 4:09
  overnight reverse repurchase agreements.
• 4:11
  The repo facility for this morning, Friday, December 26th,
• 4:15
  and the number that just flashed across the terminal is not a
• 4:18
  typo. It is not an error, it is a
• 4:21
  confession, $17,251,000,000 in a single morning.
• 4:26
  In the quiet hours just after the Christmas holiday, the two
• 4:29
  big to fail banks tap the Federal Reserve's emergency
• 4:32
  liquidity window for over $17 billion in cash.
• 4:36
  Now you need to understand what this means.
• 4:38
  You need to understand what the repo market actually is.
• 4:41
  This is not the window where healthy banks go to get a loan
• 4:43
  to expand their business. This is not where you go to get
• 4:46
  capital for a new project. The repo facility is the pawn
• 4:49
  shop of the last resort. It is the emergency room for a
• 4:52
  heart attack. If you are a healthy bank with a
• 4:54
  balanced book, you do not touch the repo facility.
• 4:57
  You trade in the interbank market.
• 4:58
  You borrow from your peers. It is a badge of honor to avoid
• 5:01
  the Feds window because going there is a signal of weakness.
• 5:05
  It is the walk of shame of the banking world.
• 5:07
  So why would the Masters of the Universe, the entities that
• 5:10
  supposedly control the global economy, need $17 billion in
• 5:14
  cash at 8:00 AM on the day after Christmas?
• 5:17
  Is it for payroll? No.
• 5:18
  Is it for operational expenses? No.
• 5:21
  They need it because they are bleeding to death.
• 5:23
  They need it because they just received the biggest margin call
• 5:26
  in the history of the commodities markets.
• 5:28
  Connect the dots. Look at the timing.
• 5:30
  It is impeccable. Yesterday, silver gapped up.
• 5:33
  Overnight it teleported to $77. The banks are sitting on short
• 5:37
  positions that number in the hundreds of millions of Oz.
• 5:40
  They sold those contracts at $30.
• 5:43
  They sold them at $50. They sold them at $70 thinking
• 5:46
  they could tamp it down like they always do.
• 5:49
  They thought they could spook the retail investors, trigger
• 5:51
  the stops, and buy it back cheaper.
• 5:54
  But the retail investors didn't sell.
• 5:56
  The Chinese industrial buyers didn't sell.
• 5:58
  The vaults were empty. The price didn't go down.
• 6:00
  It went vertical. And right now, silver is trading
• 6:03
  at $77.16. Do the math.
• 6:06
  Every single dollar that silver rises creates billions of
• 6:09
  dollars in losses on their books.
• 6:11
  But there is a difference between unrealized losses and a
• 6:14
  margin call. For months, the banks have been
• 6:16
  hiding these losses. They marked them as unrealized.
• 6:19
  They pretend that the price will come back down so they don't
• 6:21
  have to acknowledge the hole in their balance sheet.
• 6:23
  They kick the can down the road. But the comics clearing house
• 6:27
  doesn't care about your accounting tricks.
• 6:29
  The exchange doesn't care if you think the price will go down
• 6:32
  next week. The exchange cares about
• 6:33
  solvency. Right now, when the price moves
• 6:36
  $5 against you in 24 hours, the clearinghouse computer spits out
• 6:39
  a number. It says you're underwater.
• 6:42
  Post the cash to cover the risk or we liquidate your position.
• 6:45
  This morning, the computer spat out a number, and that number
• 6:48
  was evidently $17 billion. The clearinghouse called the
• 6:51
  banks and said pay up. And the banks looked at their
• 6:54
  ledgers, looked at their liquid cash reserves and realized the
• 6:57
  terrifying truth. They didn't have it.
• 6:59
  They are illiquid, insolvent on a mark to market basis.
• 7:03
  While everyone was watching, silver ripped to 79 bucks.
• 7:06
  The real story hit the plumbing. Banks quietly tapped 17 billion
• 7:10
  from the New York Fed repo window right after Christmas
• 7:13
  holiday week. Overnight money, full allotment.
• 7:16
  And here's the key detail no one is talking about. 85% of the
• 7:20
  collateral was mortgage-backed securities, not treasuries, not
• 7:23
  gold standard collateral. The junk drawer.
• 7:26
  So let me explain this like a pawn shop.
• 7:29
  Imagine a guy who owns is a mansion, but instead of
• 7:32
  borrowing against the house, he walks into a pawn shop with a
• 7:36
  busted TV and old jewelry asking for overnight cash.
• 7:40
  That's the banking system right now.
• 7:42
  They didn't want to pawn the good stuff, they pawned the
• 7:45
  scraps. And This is why the the signal
• 7:47
  isn't price anymore, it's availability.
• 7:50
  When paper starts shaking, banks run to the Fed, exchanges change
• 7:54
  the rules, physical disconnects from paper and price discovery
• 7:58
  moves E rapidly. That's why silver ripped, that's
• 8:01
  why gold ripped, and that's why everything is moving at once.
• 8:05
  Gold, silver, copper, platinum, Palladium, oil.
• 8:08
  This doesn't happen in healthy systems.
• 8:09
  At normal expansions, commodities move independently.
• 8:13
  When they all move together, that's capital fleeing paper.
• 8:16
  We've seen this movie before. 2000 before the.com collapse,
• 8:20
  2007 before the financial crisis, and 2019 during repo
• 8:25
  stress. Every time commodities sniff out
• 8:28
  the problem first, the stress signal is already here.
• 8:30
  And most people are just aren't looking in the right place.
• 8:33
  Now here is where it gets a little uncomfortable for the
• 8:37
  bears. A new research paper says
• 8:39
  Bitcoin could surge 500% following gold's new highs.
• 8:43
  And before all the fact checkers foam at the mouth.
• 8:46
  Yes, correlations change, but history still matters.
• 8:50
  In 2020, gold topped. In August, Bitcoin went from
• 8:53
  11,000 to 69 K nearly 500%. And this time, we have more
• 8:59
  catalysts than ever. Liquidity injections already
• 9:02
  restarted. Rate cuts are coming, SLR
• 9:04
  exemptions may return, crypto regulation is clearing, more
• 9:08
  ETFs are coming, asset managers have full access and we have a
• 9:12
  pro crypto fed chair knock knock knocking on Satoshi's door and
• 9:16
  the markets like to front run policy.
• 9:19
  Last cycle was liquidity only. This cycle is liquidity plus
• 9:25
  structure. Same setup, more fuel.
• 9:28
  But before we go deeper and yes, there's an even more bullish
• 9:32
  historical precedent and we also have to discuss how we got here
• 9:38
  in the 1st place. But before we do, look at our
• 9:40
  likes 3 or 4 times maybe. I'll pump those numbers up.
• 9:43
  Those are. Rookie numbers in this racket.
• 9:45
  Let's take a quick second for our sponsors who keep this show
• 9:48
  on the air over at the Bitcoin way.
• 9:49
  If your wealth lives in their system, it's not yours, it's
• 9:52
  theirs. That's why we scream Bitcoin.
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  sovereign when the Fiat system pulls the plug.
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  slash simply to learn more and get 25 basis points off your
• 10:33
  first loan. I want to go to our favorite
• 10:35
  subject. You are my favorite subject,
• 10:37
  which is which is crypto, OK? And I want to ask you the
• 10:41
  following question about Bitcoin and I'm going to channel our
• 10:45
  buddies, OK? We have some other big crypto
• 10:48
  whales, Bitcoin whales. I, I feel like Bitcoin, every
• 10:52
  time it gets a bid, Michael, it gets slammed to the mat.
• 10:55
  OK, you're a wrestler, right? Every time, every time you feel
• 10:58
  like you're going to win a point in a wrestling match, the
• 11:01
  opponent to Bitcoin flips it to the ground and starts the
• 11:04
  pinning process. What do you what do you say to
• 11:07
  that? So there's a great book that
• 11:10
  you're speculative, you know, listeners, you know, the traders
• 11:14
  out there should read called The Hour Between the Dog and the
• 11:17
  Wolf. And he talked about the
• 11:20
  psychology of a bull market, which is all testosterone fed
• 11:23
  and the psychology of a bear market where it's, it's
• 11:26
  cortisol. And he's in a bull market.
• 11:28
  You see guys sitting around the trading floor talking about
• 11:31
  women talking about cars all pumped up.
• 11:34
  What about their, their lift and a bear market.
• 11:36
  What happens is the market falls and starts coming back.
• 11:40
  You're like, oh, thank goodness, thank goodness.
• 11:43
  And even though you had promised yourself you were going to cut
• 11:45
  some of your risk if it came back, you now are have
• 11:49
  endorphins pumping in your body and you're like, it's good.
• 11:51
  I can do it tomorrow. You go on a walk and it rolls
• 11:54
  right back over and you go back into fight or flight.
• 11:57
  And so he says in a bear market, traders get these little look
• 12:01
  like beer bellies, right, cortisol bellies and their hands
• 12:04
  are on their hips and all the guys start slunching their whole
• 12:07
  their shoulders a little bit. You know, that's the market
• 12:10
  we've been in in crypto for the last, you know, three months.
• 12:15
  Every time it feels like it's going up, yeah, You breathe a
• 12:18
  sigh of relief and then you get punched.
• 12:20
  So. But what is it, Michael?
• 12:21
  Is it whale selling? Is it is it I think we under we
• 12:25
  underestimated the damage of Black Friday the the flash crash
• 12:30
  October 9th. It was a psychologically
• 12:34
  damaging and liquidity damaging thing for retail and crypto at
• 12:38
  its prime. You know, the primary user of of
• 12:42
  crypto has always been retail. Certainly we've got a lot of
• 12:45
  institutions in Bitcoin and more Ethereum and it's a lot of some,
• 12:49
  but that process really beat up RIP retail and all investors are
• 12:56
  momentum based, right, like growth stocks and crypto or
• 13:00
  momentum based instruments. And so we haven't had enough
• 13:06
  juice to get the narrative going again.
• 13:09
  And I think you're going to go in this kind of choppy sideways,
• 13:13
  less liquid range until we take out 100.
• 13:18
  And it's not going to be easy to take out.
• 13:20
  You're going to need new money coming in.
• 13:23
  A lot of the guys have burned their sellers of calls above.
• 13:27
  So a lot of the big holders say, well, so calls to make some
• 13:29
  income. That works until it doesn't.
• 13:33
  It works until ball gets so low and then there's a catalytic
• 13:37
  event. Asset becomes the Fed governor
• 13:39
  and pushes up much faster, Pays a rate, cuts the budget, keeps
• 13:44
  blowing out right. Our our old.
• 13:47
  Boss Lloyd Blankfein, you said be careful picking pennies up in
• 13:50
  front of a steamroller. Remember that.
• 13:52
  Expression. I just read Lloyd's biography on
• 13:56
  the flight over, so shout out Lloyd Blankfein.
• 13:58
  It read like it's the first book I've read in a while in one
• 14:01
  sitting. Let's talk psychology.
• 14:03
  People who own Bitcoin are watching Silver outperform them
• 14:06
  by 160% this year. That messes with your head.
• 14:09
  And that's why Bitcoin can't hold the bounce.
• 14:12
  Every rally gets sold. Every breakout gets faded.
• 14:15
  Mooch nailed it in bare phases. Bounces feel like relief, not
• 14:19
  opportunity. Retail got smoked in October.
• 14:22
  Liquidity dried up. Confidence cracked.
• 14:24
  Big holders sell calls. Volatility compresses.
• 14:27
  Markets coil. Until they don't.
• 14:30
  This isn't a broken market, it's an exhausted one.
• 14:33
  And exhausted markets don't move slowly forever.
• 14:36
  They snap. Now let's get to how we got
• 14:38
  here, The real history that tells us where we're headed.
• 14:41
  December 23rd, 1913, the Federal Reserve Act is signed.
• 14:45
  Since then, the dollar lost 97% of its purchasing power.
• 14:50
  Because here's the truth no one wants to say out loud.
• 14:53
  Crises don't 'cause the intervention, they justify it.
• 14:57
  The system cracks. Then comes the cover story.
• 15:01
  World War One broke the gold standard.
• 15:04
  World War 2 fused fiscal and monetary power.
• 15:07
  Vietnam broke Bretton Woods 911 justified 0 rates and asset
• 15:12
  bubbles covet unleashed unlimited QE every time the same
• 15:16
  sequence fragility event liquidity flood.
• 15:20
  And now, like FDR, just take a look around.
• 15:23
  Consumers are tapped credit. The delinquencies are exploding.
• 15:26
  Student loan garnishments have resumed.
• 15:29
  Housing is frozen. Commercial real estate is
• 15:32
  collapsing. Banks are stressed, Treasury
• 15:34
  refinancing loans. The system is already breaking.
• 15:37
  It just hasn't found its excuse yet.
• 15:40
  And history says when the excuse arrives, the money printer
• 15:44
  doesn't whisper, It roars. And here's the part Peter Schiff
• 15:48
  doesn't want you to see. Coming out of the global
• 15:50
  financial crisis, gold rose 200% from 2008 to 2011.
• 15:56
  Then gold fell nearly 50% and Bitcoin Bitcoin went up 60,000%.
• 16:02
  Read that again, 60,000%. By that move to bitcoins 15K
• 16:08
  bottom, you get $9 million Bitcoin.
• 16:12
  Those are numbers that tell a very uncomfortable truth.
• 16:15
  They can argue narratives, they can argue timing, They can argue
• 16:18
  correlations. But they can't argue history.
• 16:21
  Gold and silver move first isn't bearish, it's the warning shot.
• 16:24
  The storm always comes after the calm, and this calm feels
• 16:29
  awfully familiar. Hey, let us know what you think
• 16:31
  below and batten down the hatches. 2026 is going to be
• 16:34
  nuts. Hope you guys enjoyed this one.
• 16:36
  Don't forget to like, subscribe and give us a pan.
• 16:39
  Share the sound money gospel and I'll catch you all next time.
• 16:41
  Love you guys.