Latest / Simply Bitcoin / Did Michael Saylor & Strategy Just TRIGGER a Bitcoin STAMPEDE? | Simply SatoSHE

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Did Michael Saylor & Strategy Just TRIGGER a Bitcoin STAMPEDE? | Simply SatoSHE · Simply Bitcoin

• 0:00
  Are we back? Because it feels like we might
• 0:05
  be back? I don't know.
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  Let me tell you what happened this week.
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  Bitcoin just hit $78,000. A $2.6 trillion asset management
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  firm published a bull case of $189,000 Bitcoin.
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  Michael Saylor and Strategy bought $1 billion of Bitcoin in
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  a single day. Iran is collecting tolls at the
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  Strait of Hormuz in Bitcoin and a sitting member Congress filed
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  a personal finance disclosure of up to $250,000 purchased the
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  people who have been telling you that it's worthless.
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  It's ACIA operation just had a very interesting week.
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  You cannot make this up this week reminded us of something
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  important. You can tell how serious an
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  asset has become by the quality of its critics.
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  And this week the critics told on themselves, congratulations,
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  you played yourself. I'm Sophie.
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  Welcome back to so she. Let's get into it.
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  Let's start with the number 78,000.
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  I know some of you remember when that felt impossible.
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  It's not going to happen. And I know that some of you
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  remember when 10,000 felt impossible and 1000 before that.
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  But here's the difference. This time it's not retail, it's
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  not memes, it's not hype. We're serious now.
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  This week, City Research, one of the largest financial
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  institutions on the planet, published a Bitcoin bull case of
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  a $189,000. And this is important because
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  it's not a fringe analyst. It's not a crypto Twitter
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  account. City.
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  OK. And while that was happening,
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  Morgan Stanley rang the closing bell at the New York Stock
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  Exchange and launched MSBT, the first spot Bitcoin ETF issued by
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  a major U.S. bank. The same institution that
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  manages trillions of dollars for the world's wealthiest people
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  just put their name on a Bitcoin product and rang the bell on
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  Wall Street. And Bank of America authorized
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  15,000 financial advisors to recommend Bitcoin ETFs to their
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  clients, not one advisor. 15,000 This is not adoption.
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  This is a Stampede in slow motion.
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  And the people who told you to wait, they're the ones now
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  helping their clients buy it. Now, here's the part that tells
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  you why the price is doing what it's doing.
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  On Tuesday, Strategy bought 4000 Bitcoin in 30 minutes, $302
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  million deployed in half an hour.
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  Then they came back on Wednesday.
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  They did $1 billion in a single day.
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  And here's the part that should stop you in your tracks.
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  They did it without diluting a single single MSTR shareholder
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  through their preferred stock vehicle, STRC.
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  They raised fresh capital, bought more Bitcoin, and
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  existing holders didn't lose a penny of ownership.
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  But here's where the numbers get almost hard to process.
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  Strategy now holds 780,897 Bitcoin.
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  That's almost 5% of the total supply.
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  Global miners produce roughly 450 bitcoins per day.
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  Strategy is absorbing 3 times the global monthly miner supply
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  every single month, and they still have 21.6 billion in
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  remaining SCRC capacity, Sailor stated.
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  Target 1,000,000 Bitcoin before the end of 2026.
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  When one company is absorbing 3X global monthly supply and
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  they're not even halfway to their target, you don't have a
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  price prediction problem, you have a supply problem.
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  Every Bitcoin that goes into that wallet doesn't come out.
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  Remember, this guy doesn't have kids, he doesn't have heirs, he
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  doesn't even have a wife who can take this Bitcoin away from him.
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  That's what a permanent price floor looks like.
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  And we're not even to the most important story of the week yet.
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  I need you to understand the weight of what I'm about to say.
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  Iran, a country under maximum U.S. economic sanctions, is now
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  collecting tolls at the Strait of Hormuz in Bitcoin.
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  And their parliament didn't just allow it, they codified it into
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  law. 20% of the world's supply passes through the Strait of
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  Hormuz. This is one of the most
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  geopolitically critical checkpoints on the planet, and a
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  sovereign nation cut off from Swift, cut off from dollar
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  settlements, frozen out of the global financial system, chose
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  Bitcoin. Not the yuan, not gold.
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  Not a sablecoin. Bitcoin.
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  Why? Think about that for a second.
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  Sablecoins. the US froze 3.3 billion in Tether at a moment's
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  notice. Gone.
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  Gold. It gets seized, embargoed.
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  It doesn't exactly cross borders easily.
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  The yuan. It comes with political strings
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  that you don't want attached to critical infrastructure.
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  But Bitcoin? No one can freeze it.
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  No one can seize it. No one can turn it off.
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  When a country facing maximum sanctions, with every reason to
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  find the most resistant form of money possible, chooses Bitcoin
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  over every other option available, that's not a test.
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  That's the thesis being proven in real time.
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  The Bitcoin standard isn't coming.
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  It's being built straight by straight, nation by nation.
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  And if institutions are building on Bitcoin and nations are
• 5:34
  settling in it, the question question is whether your Bitcoin
• 5:37
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• 5:54
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• 5:57
  bitcoinway.com/simply. Tell them Satoshi sent you.
• 6:01
  OK. I want to talk about the critics
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  now because this week they really showed up.
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  And honestly, I'm grateful. They say bad press is good
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  press. And this week, Professor Jiang
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  Shiking, who has millions of followers in China, posted a
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  video asking a very sincere question about Bitcoin.
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  He wanted to know, where are the servers?
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  I kind of want to make a T-shirt.
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  Like we should actually make merch of that with like, where
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  are the servers? That's hilarious.
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  And he concluded, and I'm not making this up, that Bitcoin
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  must be ACIA operation because where are the servers?
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  So the moment people recognize that this is ACIA operation,
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  people won't put their money into blockchain, people won't
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  put their money into Bitcoin, they'll do like, I mean, why
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  would I do that? You have to actually solve this
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  question. Where are the blockchain servers
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  located? Right?
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  Because I imagine if you're able to control the hardware, you can
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  also control the software. I don't care what they tell me
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  about open source and all that. I want to know where the
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  databases are, where the servers are physically.
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  My first instinct, as you can see, was to laugh, but then I
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  stopped because this man is not stupid.
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  He has credentials, he has an audience, and he genuinely does
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  not know the answer to the most basic question about how Bitcoin
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  works. My personal opinion, the guy is
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  a plant because I've just seen the same exact come up before in
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  Jordan Peterson, who I don't think is a plant, but it just
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  it's, it's a little copy paste for me.
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  It's like we're going to show your lectures and then we're
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  going to make you viral on on TikTok and then all of a sudden
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  you're going to appear on every single relevant podcast talking
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  about your predictions and the fact that he doesn't understand
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  how Bitcoin works. That is the most bullish thing
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  that I've heard in weeks because here's the answer to his
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  question. There are no servers, there is
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  no headquarters, there is no CEO.
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  There is no building that you can go to.
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  There is no government that you can call.
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  There is no kill switch. There are over 20,000 nodes
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  running in homes, offices, ships, and bunkers on every
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  continent on earth, including Antarctica.
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  No single government controls it.
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  No single company owns it. It cannot be seized because
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  there is nothing to seize. A professor with millions of
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  followers just told the world that Bitcoin is so
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  decentralized, so structurally different from anything that
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  ever existed, that it looks like magic to someone who studies
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  global economics for a living. So that's not a criticism that's
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  a case study The quality of Bitcoin's critics is one of the
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  most reliable bullish signals we have and professors young just
• 8:50
  raised the bar And if today is the day that you decide to
• 8:53
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• 9:20
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• 9:23
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• 9:27
  Here's the one that got me this week, Representative Sherry
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  Biggs, a sitting member of the US Congress filed a personal
• 9:34
  disclosure. She purchased up to $250,000 of
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  Bitcoin personally with her own money, one of the largest
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  personal Bitcoin purchases on record by a sitting US
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  legislator. Now why does that matter?
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  Because she votes on Bitcoin legislation.
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  She sits in the room where rules get made.
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  She has access to every expert, every briefing, every argument
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  against Bitcoin that exists. She has heard it all.
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  And this is the theme of the entire week.
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  Sit with it. Citi tells their clients one
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  thing in public and publishes $189,000 bull case in research.
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  Morgan Stanley talks about risk management and then rings the
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  bell on a Bitcoin ETF. Critics go on podcasts to say
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  Bitcoin is worthless and their colleagues are quietly buying
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  it. And by the way, the thing I said
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  about Jordan Peterson before, I believe he's a bitcoiner.
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  He's been to the Bitcoin conferences before, so again,
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  why is this guy suddenly talking about Bitcoin like he doesn't
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  understand what it is? Are we supposed to believe he's
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  stupid? I don't think so.
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  There is what people say and there is what people do, so you
• 10:42
  should watch what they do. And if this week you think that
• 10:45
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• 11:08
  Do not sleep on this. Now let me bring this week
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  together. Bitcoin went to $78,000 while
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  everyone was debating whether it was real.
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  Are we still in a bear market? Are we so back?
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  I don't know. But strategy absorbed three
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  times the global miner supply in a single week, and they have $21
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  billion left to deploy. A sovereign nation under maximum
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  sanctions shows Bitcoin at one of the world's most critical
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  checkpoint because nothing else held up.
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  A professor with millions of followers proved in public that
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  Bitcoin coin is so structurally different from everything that
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  came before it that even he can't locate it.
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  And a sitting congresswoman, well, she filed the paperwork,
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  she bought it. And this is what the
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  accumulation phase looks like. It doesn't announce itself.
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  It doesn't ask for your permission.
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  It doesn't wait for consensus. It just kind of happens.
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  The critics are getting louder, the institutions are getting in,
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  the nations are building infrastructure, and the
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  lawmakers are buying it with their own money.
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  The gap between and what they say and what they do well,
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  that's the signal. Thanks for watching simply
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  Bitcoin Satoshi. Don't forget to smash the like
• 12:18
  button. Share the show with your
• 12:19
  friends. Drop a comment below because I
• 12:22
  literally read all of them. Follow me on X at Internet
• 12:24
  Sophie and as always, stack slay and say bullish baby.