Latest / Simply Bitcoin / $100B in Capital Going After $10B in Bitcoin | The Rally Is Coming! | Bitcoin Simply

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$100B in Capital Going After $10B in Bitcoin | The Rally Is Coming! | Bitcoin Simply · Simply Bitcoin

• 0:00
  It's troubling. We're clearly in the sovereign
• 0:03
  debt bubble. That's Paul Tudor Jones, one of
• 0:06
  the greatest traders and macro investors of all time.
• 0:09
  He thinks that this sovereign debt crisis might be a problem.
• 0:12
  He also said this. Bitcoin is unequivocally the
• 0:16
  best inflation hedge that there is.
• 0:20
  Today we break down why investors like Paul Tudor Jones
• 0:23
  are considering Bitcoin versus stocks.
• 0:25
  We highlight some of the best clips from Bitcoin Vegas 2026
• 0:27
  that you might not have seen. And if you stay to the end, we
• 0:30
  share why Michael Saylor believes $100 billion worth of
• 0:32
  capital is coming after $10 billion worth of Bitcoin.
• 0:35
  Supply Shock for the ages. Rally from here.
• 0:38
  I don't know, but we'll cover it all today of this episode of
• 0:41
  Bitcoin. Simply, Let's go.
• 0:47
  I got the weird look all over your face, Claire.
• 0:50
  'S mom just made me grab her Hooters.
• 0:52
  That wasn't Claire's mom. You work for JP Morgan.
• 0:56
  That's Lorne the Horny, the JP Morgan executive who apparently
• 0:59
  drugged and forced one of her associates to have sex with her,
• 1:02
  with her threatening his career if he didn't.
• 1:04
  You told your buddy this was happening.
• 1:06
  Here's what he said to you. What a hot older woman made you
• 1:08
  feel her cans stop crying like a little girl.
• 1:11
  Stop feeling sorry for yourself. That's what it takes to work at
• 1:14
  JP Morgan's son. Don't fool around with that
• 1:16
  Bitcoin stuff, that's for criminals.
• 1:18
  I've always been deeply opposed to crypto, Bitcoin, et cetera.
• 1:22
  You pointed out doing a true use case for it as criminals, drug
• 1:26
  traffickers, anti money learning, tax avoidance.
• 1:29
  No, my friend, that title is reserved for the one and only JP
• 1:32
  Morgan. While you're in trauma from
• 1:33
  still being drugged to climb the ladder, your friend asked you
• 1:36
  what you did with them. Motorboat.
• 1:38
  You play the motorboat. You've motorboat and son of a
• 1:42
  you old sailor, you. Here's my advice to all young
• 1:45
  professionals looking for a career in finance.
• 1:47
  Don't motorboat your boss. Buy Bitcoin.
• 1:50
  It's simpler, but nonetheless, the lies about Bitcoin will
• 1:53
  continue, especially as it continues to gain momentum and
• 1:56
  global adoption. They will even lie to you at a
• 1:59
  Bitcoin conference in front of 10s of thousands of bitcoiners.
• 2:02
  Listen to this I'm. Thrilled to be out here.
• 2:04
  I started mining Bitcoin about 20 years ago when I was working
• 2:07
  in the intelligence community. Somewhere in some dumpster there
• 2:10
  is a a fraction of a fraction of a fraction of Bitcoin that's
• 2:13
  been mined. We threw it out, but here we are
• 2:15
  20 years down the road. Bitcoin was founded in 2920
• 2:19
  years ago, puts it at 2006, and you wouldn't have fractions and
• 2:23
  fractions of a coin, You would have had dozens and dozens of
• 2:26
  coins if you were mining at that time.
• 2:27
  The lie is so easily spotted, but here's the truth of where
• 2:30
  Bitcoin actually is not a lie. It's unequivocally the best
• 2:34
  money out there, better than gold.
• 2:36
  And then in 2020, when you saw again all the interventions both
• 2:40
  on central bank and the Treasury, you just knew that the
• 2:45
  inflation trades were going to take off.
• 2:47
  And what was, of all of them, what was the best one at that
• 2:52
  point in time? It was Bitcoin.
• 2:54
  Bitcoin is unequivocally the best inflation hedge that there
• 3:01
  is more than gold. Because Bitcoin is finite,
• 3:05
  there's only so much Bitcoin that can be mined.
• 3:09
  Bitcoin is here to stay and it cannot be the base.
• 3:12
  It has a finite supply and that's why it's the best money
• 3:15
  in the world. That's why it's the best hedge
• 3:17
  against inflation. People are unaware of the real
• 3:19
  implications of inflation in the sovereign debt bubble that we're
• 3:22
  in right now. If you think the stock market
• 3:24
  will save you, think again. The numbers of debt that we're
• 3:27
  seeing right now are unparalleled.
• 3:29
  And I know we talk about that word all the time, but don't
• 3:32
  take it from me. Take it from Paul Tudor Jones,
• 3:34
  one of the greatest investors of all time.
• 3:36
  Here's what he had to say about where we are at in the crisis.
• 3:39
  We're clearly so leveraged in equities in this country.
• 3:45
  We're so dependent upon firm equity prices at this point in
• 3:51
  time. And when I say leveraged, we're
• 3:54
  252% of stock market cap, the GDP.
• 4:00
  So 1929, we were I think at the top we were 65% and then in 87
• 4:08
  we got to about 85 or 90%. In 2000 we got to 170% and now
• 4:14
  we're 252. So you can just imagine if you
• 4:20
  think about the periodicity of significant bear markets since
• 4:26
  1970, we get kind of a mean reversion about on average every
• 4:31
  10 years. When I say mean reversion, let's
• 4:34
  say mean revert to the past 25 or 30 year PE.
• 4:38
  So if we did that here, that would be, and again, these are
• 4:43
  elevated peas way elevated beyond the 20th century.
• 4:48
  That would be a say a 3035% decline.
• 4:51
  Well, 35% on 250% of GDP is 89% of GDP.
• 4:57
  The reverse wealth effect, Oh my gosh, 10% of our tax revenues or
• 5:02
  capital gains, they go to 0. So you can see the budget
• 5:05
  deficit blowing up. You can see the bond market
• 5:07
  getting smoke. You can see this kind of
• 5:10
  negative self reinforcing effect.
• 5:13
  And so it's troubling. We're clearly in the sovereign
• 5:17
  debt bubble in the stock market. We're over equitized as a
• 5:23
  country, have the highest individual equity weightings in
• 5:28
  the history of the country. And then the real problem is if
• 5:31
  you look at private equity in 2007, 2008, that was about 7% of
• 5:36
  institutional portfolios. Now it's about 16% of the
• 5:40
  institutional portfolios. Real estate's gone up,
• 5:43
  infrastructure beds have gone up.
• 5:45
  We're so much more liquid than we were in 2008, so you have to
• 5:50
  be cognitive that fact when you think about.
• 5:53
  We have more debt than GDP of our country for the first time
• 5:56
  in history. We haven't seen these debt level
• 5:58
  since World War Two. People think that stock market
• 6:01
  always goes up, but there are years and decades where that
• 6:04
  doesn't happen. Paul Tudor Jones recommends
• 6:06
  owning hard assets in these times of extended valuations and
• 6:09
  global debt to GDP imbalances like we're in right now.
• 6:12
  These sorts of periods create destruction for people all over
• 6:15
  the world. They call them lost decades.
• 6:17
  And that's true for people in the United States and also true
• 6:20
  for people in countries that don't have the luxury of having
• 6:22
  the reserve world currency. People who can't afford to move
• 6:25
  their money in and out of stocks and to borrow on margin like we
• 6:27
  can. At ease and at infinite with
• 6:29
  tools like Robin Hood and other exchanges.
• 6:31
  Wealth creation isn't as simple for everybody else.
• 6:34
  Bitcoin is not only the perfect money for the wealthy people,
• 6:36
  but for the least of these it's a tool to unlock the world from
• 6:39
  the tyranny and shackles of authoritarian regimes and broken
• 6:43
  money. This is one of the most powerful
• 6:44
  clips from Bitcoin Vegas in 2026 that you probably didn't see.
• 6:48
  Thank you to all of the developers out there who are
• 6:50
  protecting this protocol and upgrading it for things like
• 6:53
  quantum computing. We're thinking about the
• 6:55
  implications for not only the wealthy people, but also the
• 6:58
  disenfranchised in Bitcoin. It's the perfect tool for anyone
• 7:01
  in the age of AI, government overreach and tracking.
• 7:05
  Take this from Mao Souter, the head of global product for
• 7:08
  Block, formerly Square. Bitcoin is the only truly
• 7:12
  censorship resistance money that there is right now.
• 7:15
  And as we're moving into this AI world and as we're moving into
• 7:19
  every single thing being recorded and watched and
• 7:22
  permissioned, I truly think that if we don't preserve
• 7:26
  peer-to-peer digital cash right now, it's a right that we're
• 7:29
  going to lose and we're going to lose forever.
• 7:32
  And so I take that as a responsibility to lead the
• 7:35
  charge. And the, the beautiful thing
• 7:36
  about Bitcoin is it's not just us, Ben, I think it's the whole
• 7:39
  community. And so strike is interoperable,
• 7:42
  Phoenix is interoperable. And we're laying the groundwork.
• 7:46
  We're thinking on a really long timeline.
• 7:49
  And we have the luxury of, of, of being able to do that because
• 7:52
  we think it's the best long term decision in the long run.
• 7:55
  But if you look, if you look towards the future, if you ask
• 8:00
  any government right now, like would you if, if something new
• 8:04
  came out of nowhere and they're laying down the laws and the
• 8:06
  financial laws, does anybody here think that they would like
• 8:10
  institute this concept of cash? To me, it's a relic from an
• 8:14
  earlier time and one that we need to cherish because from my
• 8:18
  view, it looks like around the world, every government wants to
• 8:21
  get rid of this. They want they want to see every
• 8:24
  payment, they want to control every payment.
• 8:26
  And I think that's a really scary thing in the AI world and
• 8:29
  so. Bitcoin is a tool for freedom,
• 8:32
  it's a tool for money and it's not only liberating us from the
• 8:35
  shackles of AI and government overreach, it's removing us from
• 8:38
  the oligopoly of the payment network that have control over
• 8:41
  the merchants and all the products that we buy.
• 8:43
  Today we're seeing the fruits of the Bitcoin proposition play out
• 8:46
  in real time for disenfranchised people, for people looking to
• 8:49
  store their wealth and their money, people trying to protect
• 8:51
  themselves from the government and also so merchants.
• 8:53
  But before we get to that, let's thank our sponsors.
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• 9:01
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• 9:04
  existing system. With Leaden, you can borrow from
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• 9:10
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• 9:25
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  simply to get started and one of the ways you can remove yourself
• 9:32
  from the existing system Banks like JP Morgan and take true
• 9:35
  sovereignty over your keys to remove them from the criminals
• 9:38
  that they are. Well, you can work with a team
• 9:40
  at the Bitcoin way. They'll walk you through how to
• 9:42
  become your own bank, how to set up your own node so you and your
• 9:46
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• 9:49
  the event of a banking crisis. Hold your own keys.
• 9:52
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• 9:54
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  Dash Cook. For me, money is the market
• 10:00
  good. I don't live in it, I don't eat
• 10:03
  it, I don't fly it, I don't drive it.
• 10:05
  So when people use real estate as money, I think that's bad
• 10:08
  money, right? So Bitcoin to me is perfect
• 10:11
  money. I can't wear it in a rap video,
• 10:13
  I can't put it in jewelry. I can't eat it.
• 10:15
  I can't live in it. I can't fly it across the ocean.
• 10:18
  It's a market good that's perfect for allowing me to save
• 10:22
  and then later exchange the value I've created.
• 10:26
  This isn't just some pie in the sky idea from Jack Muller.
• 10:29
  She's pontificating on stage at Bitcoin 2026.
• 10:32
  This is a real story that's playing out in real time.
• 10:35
  Since Steak 'n Shake has adopted Bitcoin, not only is their stock
• 10:37
  exploded in value, they've also sent money to their bottom line
• 10:41
  in the form of not paying exorbitant credit card fees.
• 10:45
  Listen to what their executive team has to say about why
• 10:47
  they're stepping more and more into Bitcoin and why it's
• 10:50
  valuable for not only you, the consumer, but for them as the
• 10:52
  merchant. The math is simple for us.
• 10:54
  When we use Bitcoin, we save 50% on processing fees versus a
• 10:59
  traditional credit card user. To put more simply, if every
• 11:02
  credit card user used Bitcoin, we would save roughly $6 million
• 11:06
  annually, which is huge for our bottom line.
• 11:09
  Bitcoin is a tool that everyone needs, people don't understand,
• 11:12
  and that no one can stop. This is Michael Saylor's big
• 11:15
  thesis. And not only that, the avalanche
• 11:17
  hasn't even begun yet. He says that there's $100
• 11:19
  billion worth of capital going after $10 billion of Bitcoin
• 11:23
  supply, a supply shock for the ages.
• 11:25
  Well, I think bitcoins going to rally.
• 11:28
  I, I think there's a lot of capital flowing into Bitcoin
• 11:32
  right now. And at the rate that digital
• 11:36
  credit is forming and at the rate you saw our buy this
• 11:39
  morning, we bought the entire supply last week.
• 11:43
  Then Strive announced a massive buy.
• 11:45
  Then there's a massive bank credit coming online.
• 11:49
  All the big banks, JP Morgan City, Schwab, Morgan Stanley,
• 11:54
  Barclays, they're all coming online.
• 11:56
  So I think the formation of you're talking about between 20
• 12:02
  and $100 billion worth of credit formation in the next 12 months.
• 12:07
  And there's only $10 billion of Bitcoin naturally available for
• 12:11
  sale. So I think that we're setting up
• 12:14
  a massive supply shock. There ought to be a rally in in
• 12:18
  BTCI, think that'll catalyze a rally in all the Bitcoin
• 12:22
  treasury companies. I think it will cause a rally in
• 12:25
  demand for digital credit. I think there'll be a rally in
• 12:29
  bank credit. Bitcoin will rally.
• 12:31
  The big money is coming. The developers are building.
• 12:34
  The greatest investors of all time understand that we're in a
• 12:37
  sovereign debt crisis and that Bitcoin is a hedge against
• 12:39
  inflation. What's not to like?
• 12:41
  Bitcoin is the best investment vehicle right now, not the stock
• 12:44
  market. Don't take it from me, take it
• 12:46
  from the legends. Don't believe the lies.
• 12:48
  And if your boss tells you to touch your Hooters, instead walk
• 12:51
  away and buy some Bitcoin. Or as Vince Vaughn might say,
• 12:55
  suck it up. If you haven't already
• 12:57
  subscribed to the channel, do so.
• 12:58
  We drop fire heat in value like this seven days a week.
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  simply happy stacking and happy Friday you motorboat and center.
• 13:32
  Happy stacking.