Latest / Simply Bitcoin / Bitcoin Always Plays Dead Before the Breakout | The 2026 Catalyst No One’s Talking About | Bitcoin Simply

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Bitcoin Always Plays Dead Before the Breakout | The 2026 Catalyst No One’s Talking About | Bitcoin Simply · Simply Bitcoin

• 0:00
  With Bitcoins priced AT87K and the price looking to be
• 0:04
  manipulated, there doesn't seem to be much to cheer about
• 0:06
  heading into the holidays other than the Cowboys getting
• 0:09
  eliminated from the playoffs again and the Eagles being
• 0:11
  back-to-back NFC East champions. Well, wait, that's not
• 0:14
  completely true. There are some bright spots,
• 0:17
  like Michael Selleck, the new appointed CFTC chairman who
• 0:20
  stated in his opening press release that his goal was to
• 0:23
  make America the crypto capital of the world.
• 0:25
  Or Scott Besson going on the All In podcast saying that 2025 was
• 0:29
  just the groundwork and the feast is going to come in 2026.
• 0:32
  I would categorize 2025. We had some important victories,
• 0:37
  some important policy announcements, some important
• 0:41
  movement. But I, as I've described it,
• 0:43
  2025 was setting the table and I especially on the economy, I
• 0:48
  think the the feast and the banquets going to be in 2026.
• 0:52
  The Bitcoin bulls haven't lost any faith in the orange corn,
• 0:54
  and neither should you. In fact, they continue to buy
• 0:57
  and beef up their reserves. In times like these, we need to
• 1:00
  look at the Ogs, the vets, the people who've been there, done
• 1:04
  that and follow their actions even though we don't feel like
• 1:07
  that's the right thing to do. Are they convicted or are they
• 1:10
  selling? We need to be looking at what's
• 1:11
  coming next and not what's happened in the past.
• 1:14
  And that's exactly what I'm going to show you today.
• 1:16
  This is Dante Koch with Bitcoin. Simply, let's go.
• 1:22
  What do you say to people right now panicking, really losing
• 1:25
  their minds that Bitcoin is in the 80?
• 1:28
  I believe it's 80 five, $86,000 range right now.
• 1:31
  So the first thing is don't use leverage.
• 1:33
  If you can't handle a 25% drawdown in Bitcoin, then you
• 1:36
  should. And you're using leverage
• 1:38
  positions on some sort of derivatives platform.
• 1:40
  Stop. You can't handle it like this is
• 1:44
  I've been doing this for, you know, I've been all of this.
• 1:46
  I've been involved in pretty much every major cycle since
• 1:48
  Bitcoin was created. And like a 25% drawdown over a
• 1:52
  few weeks is not that big of a deal.
• 1:54
  A drawdown of 25% is not a big deal.
• 1:56
  This is coming from someone like Arthur Hayes who's been around
• 1:59
  Bitcoin since the beginning. People who are investors versus
• 2:02
  people who are traders are going to disproportionately win in
• 2:04
  scenarios like these. Why would you be trading Bitcoin
• 2:07
  when we're on the brink of deregulation in I'd say.
• 2:10
  Crypto is actually like probably the most bipartisan issue in DC
• 2:13
  right now, and about 90% of the text of those drafts, in my
• 2:17
  view, has been agreed upon. So there's a few details to get
• 2:20
  worked out, but it sounds like they really want to push for
• 2:23
  Senate committee votes maybe in early next year.
• 2:25
  The crypto market structure bill is the only bipartisan thing on
• 2:28
  the table that's likely to pass as soon as we get into 2026.
• 2:32
  Also, we're getting tailwinds from leadership like Michael
• 2:35
  Selleck, the new CFTC chairman, who said in the past that his
• 2:38
  goal is to make America the crypto capital of the world and
• 2:40
  to deregulate, deregulate, deregulate.
• 2:43
  Yeah. So the goal is deregulation.
• 2:45
  The goal is is kind of making the United States the crypto
• 2:48
  capital of the world and also the best place to do business in
• 2:51
  the world. And part of what adds burden to
• 2:54
  operating a business or engaging in commerce, right, are these
• 2:57
  regulations and sometimes they're very duplicative,
• 3:00
  sometimes they're unnecessary. I mean, I think our chairman
• 3:03
  most recently talking about a, a form, a form PF mentioned that,
• 3:07
  you know, we should have the minimum amount of disclosures
• 3:11
  necessary. You shouldn't be imposing
• 3:13
  additional burdens where it's not needed.
• 3:16
  And so we're certainly taking a hard look in line with the
• 3:20
  President's directive to make sure that all of our regulations
• 3:24
  are what's necessary, no more than what's necessary.
• 3:27
  And I think that's really the idea.
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  There are some administrative requirements due to this
• 3:32
  executive order around. When I think about the time that
• 3:35
  we're in right now with digital assets and AI, I do think about
• 3:38
  Alan Greenspan in the 1990s when he let interest rates come down
• 3:42
  and he let the economy run hot, when they were looking at the
• 3:44
  beginning of the innovations of the Internet andthe.com boom.
• 3:48
  We needed those innovations and we needed that boom in those
• 3:50
  tailwinds in order for those innovations to fully bloom and
• 3:53
  for America to become the dominant player in technology.
• 3:56
  And people in those scenarios were looking at companies like
• 3:59
  Amazon thinking that they sold the top.
• 4:01
  The equivalent of selling the top in Amazon in 2000 would have
• 4:04
  been at $0.47 and now it's over $220 a share.
• 4:08
  So they missed out on a 440X because of a short term thinking
• 4:12
  and short term mindset. In times like these we need to
• 4:15
  look at people who have a long term view, like Michael Saylor.
• 4:18
  We're up to 3.2% of the entire supply.
• 4:22
  It cost us 50, $50 billion to get to 3.2%.
• 4:27
  You know, I'm thinking that the next $50 billion won't get me
• 4:31
  3.2. It'll probably get me 1% or
• 4:34
  less. And I'm thinking if I come up
• 4:36
  with a few 100 billion, I might, you know, when what I've said
• 4:41
  is, is if we get to 5% of the network, bitcoins going to be a
• 4:45
  million a coin. If I get to 7 1/2% of the
• 4:48
  network, it'll be 10 million a coin.
• 4:50
  So think of it as I'm buying something getting exponentially
• 4:54
  more expensive, using exponentially more money.
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  And where, where do we top out? You know, I, I think we top out
• 5:01
  between 5 and 7 1/2% and then we just exponentially slow down,
• 5:07
  right? And the rest of the network is
• 5:09
  right now it's, you know, after $100 billion of money from
• 5:14
  BlackRock and 50 billion from us, 85% of the Bitcoin is held
• 5:18
  by the OGS. After the next trillion dollars
• 5:22
  from the big institutions, maybe it'll be 75% will be helped by.
• 5:26
  The OG's. So it's think of us as powering
• 5:29
  the network up and we're pushing against an exponentially
• 5:34
  hardening asset. And that's the way it should be.
• 5:38
  Look and 95% percent of the bitcoins been mined by the year
• 5:42
  2030, five, 99% that last 1% of Bitcoin comes out between the
• 5:48
  year 2035 and the year 2140. It's 100 years to get the last
• 5:52
  1%. And so when we look at it like
• 5:55
  that and we will just be like the little engine that could, we
• 6:00
  will keep, you know, turning the crank.
• 6:03
  Michael Saylor's talking about trillions of capital here, 2035,
• 6:07
  when the Bitcoin supply is going to be at over 99% issued, when
• 6:11
  there's going to be an exponential amount of capital
• 6:13
  flowing into an exponentially hardening asset in times like
• 6:16
  these. I go back to old conversations
• 6:18
  like the conversation he had with Laura Shin in 2021 when she
• 6:21
  was talking about Bitcoin being at $30,000 when their average
• 6:25
  purchase price was at $16,000 at micro strategy and asking if he
• 6:30
  was going to sell his shares or sell the profits that he had in
• 6:34
  the company. Listen to what he's saying.
• 6:36
  Listen to his long term approach and mindset when he answers her
• 6:39
  with this question. And he answered her with the
• 6:41
  most famous quote of the third having If you have the superior
• 6:44
  asset, it's going up forever, Laura.
• 6:46
  So Microstrategy's average purchase price was a little less
• 6:51
  than 16,000. And right now, you know, the
• 6:54
  price is about 33,000. So you've more than doubled your
• 6:58
  investment. And most likely by the end of
• 7:00
  the year, we're probably going to be in some kind of bubble, I
• 7:02
  imagine, so the return will be even higher.
• 7:05
  And you've said that you didn't buy the Bitcoin to sell it.
• 7:08
  But would MicroStrategy ever take some off the table when you
• 7:11
  sense the market is at a top and then just buy in later when
• 7:14
  there's another correction? Or do you just plan to huddle
• 7:18
  through all the cycles you know and whether those you know
• 7:22
  whatever 80% downturns when the crypto markets are in a bear
• 7:27
  market? Yeah, again, I I just disagree
• 7:30
  with your characterization. I don't expect an 80% downturn.
• 7:34
  I don't think it's a speculative asset and I don't think you can,
• 7:37
  you can quote UN quote take money off the table.
• 7:40
  You know you're speaking like a crypto trader right now, right?
• 7:44
  Yeah, I mean, maybe. You've been.
• 7:46
  Maybe you're doing it just to? Represent their interest.
• 7:51
  But I don't see the world that way.
• 7:55
  I think that Bitcoin. Is sound money.
• 7:59
  It's the technically superior asset class compared to the
• 8:04
  dollar, the euro, the peso, the Bolivar compared to a stock
• 8:09
  index, compared to gold, compared to silver, compared to
• 8:12
  everything you can conceivably buy.
• 8:14
  It is technically thermodynamically superior as an
• 8:18
  asset. So when you say things like that
• 8:21
  to me and maybe you just do it just to just to see what I'll
• 8:24
  say back. I just imagine you preaching to
• 8:26
  me in Argentina while you're asking me if I'm going to sell
• 8:29
  the dollars and buy pesos back again as the pesos leads from 20
• 8:34
  to the dollar to 40 to the dollar to 80 to the dollar.
• 8:36
  Or if we're in, you know, Venezuela, I mean, you think of
• 8:40
  Venezuelan company is going to like, quote UN quote, take some
• 8:44
  money off the table by selling their their U.S. stocks and
• 8:48
  their U.S. dollars to buy back into local currency.
• 8:53
  So then you know in Zimbabwe you think they would take money off
• 8:56
  the table, right? Like the point is if if you have
• 9:00
  the superior asset, it's going up forever, Laura.
• 9:03
  And that moment is exactly what inspired me to create this
• 9:07
  bourbon. This was a bourbon built from
• 9:10
  this ethos of if you have the superior asset, it's going up
• 9:13
  forever, Laura. And that's why I've had these
• 9:15
  Laura bottles behind me. I made this bottle of bourbon
• 9:17
  specifically for Bitcoiners in to think of all of the people
• 9:20
  who've been influential to me and others in this journey.
• 9:23
  I'm super excited for you to all to be able to check it out
• 9:26
  today. Go to laurabourbon.com to learn
• 9:28
  more about this specific moment and this specific bourbon built
• 9:31
  for Bitcoiners. Before we go any further in our
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• 10:46
  Like everybody's got their own view of what Bitcoin is like.
• 10:49
  Like what I'm doing is, is I'm selling billions of dollars of
• 10:53
  digital credit, and I'm taking the money and I'm buying
• 10:55
  Bitcoin, OK? That's my application of
• 10:57
  Bitcoin. Some people don't like that.
• 10:59
  Some people wouldn't do that. That's their choice.
• 11:02
  If we fail in the market, we won't raise any more money.
• 11:04
  If you come up with another idea like, you know, if your bank's
• 11:08
  going to, Some people don't want banks to custody Bitcoin and
• 11:11
  issue credit on Bitcoin. But you know, it's like at the
• 11:14
  end of the day, some people don't want governments to buy
• 11:16
  it. Some people don't want companies
• 11:18
  to buy it. Some people don't want anybody
• 11:19
  with more money than them to buy it, right?
• 11:21
  Some people don't like the ETFs, right?
• 11:24
  My view is the network is going to be most successful if we are
• 11:29
  inclusive and if if our message is hundreds of governments, 10s
• 11:35
  of thousands of banks, millions of corporations and billions of
• 11:39
  families and billions of people, they're all able to use Bitcoin
• 11:44
  however they wish. Let them do it.
• 11:47
  The winners will win, right? The bad ideas will lose the
• 11:52
  market. You know the network will evolve
• 11:54
  and. Listen to his long term mindset
• 11:56
  here. Hundreds of governments, 10s of
• 11:58
  thousands of banks, millions of corporations and billions of
• 12:01
  people. That type of thinking is what
• 12:03
  makes him an innovator and it's what's going to make Bitcoin the
• 12:06
  defining digital asset and monetary innovation of the next
• 12:09
  century. If you're thinking about
• 12:10
  bitcoins price falling from 120K to 87 K, well you're not
• 12:14
  thinking out far enough. You're thinking like that was
• 12:17
  the top at 126 K. Like selling Amazon at $0.47 in
• 12:21
  2000. Don't miss the big returns by
• 12:23
  being a trader, be an investor and if you have the superior
• 12:27
  asset, you don't sell it. Laura, if you want to continue
• 12:29
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• 12:57
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• 13:00
  with SAS mining today. This is Dante Cook with Bitcoin
• 13:02
  Simply Happy stacking and happy holidays.