Latest / Simply Bitcoin / This MSTR BOMBSHELL Could TRIGGER Bitcoin To EXPLODE Past $150,000! | Bitcoin Simply

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This MSTR BOMBSHELL Could TRIGGER Bitcoin To EXPLODE Past $150,000! | Bitcoin Simply · Simply Bitcoin

• 0:00
  If you've been around Bitcoin long enough, once per cycle you
• 0:02
  see one of your heroes fall from grace.
• 0:05
  And this exception is no cycle. Tom Lee is aiming to create the
• 0:09
  micro strategy of Etherium well. To me, one of the things that
• 0:13
  caught my eye is that stable coins are the ChatGPT of.
• 0:20
  Tom Lee became the chairman of Bit Mine Immersion Technologies
• 0:23
  and plans to raise $250 million not to buy Bitcoin, but to buy
• 0:27
  Ethereum. This is weird for this company
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  because for their investors, their entire thesis and even
• 0:33
  their branding is centered around Bitcoin.
• 0:35
  Today we're going to dive into a presentation that Vitalik
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  Buterin, the founder of Ethereum, gave, outlining the
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  master strategy for central banks to control your money
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  through the Ethereum blockchain. We're also going to share why
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  this theory is likely fail Gaul's law, and why Vitalik
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  himself said Ethereum is vulnerable.
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  And this is all on the heels of MicroStrategy, the strategy
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  they're trying to copy, potentially being included into
• 1:00
  the S&P 500. Maybe the right thing to do is
• 1:02
  to just buy Bitcoin. And this is some big news.
• 1:05
  It's kind of complicated, but probably suffice to say that you
• 1:09
  all are doing basically what MicroStrategy did with Ether.
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  You're going to make ether, the purchases that you buy through
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  this. You're going to set this whole
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  thing up like this. You want to explain a little?
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  Bit yeah, glad to you know, I'm, I'm still a big fan of Bitcoin
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  because I think it is, you know, digital gold.
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  But what we've seen in the last really in 2025 is the financial
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  services industry and crypto are converging.
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  And it really started with stablecoins, which is the
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  ChatGPT of crypto, right? Because it's viral adoption by
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  consumers, businesses, banks, and now even Visa.
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  Underneath the stablecoin industry is Ethereum that is
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  really like the the backbone and architecture of stablecoin.
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  So it's important to create a project that's essentially
• 1:57
  accumulates Ethereum to essentially protect and have
• 2:01
  some influence on the network. So that's why we're creating
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  this treasury vehicle to buy Ethereum.
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  The more Ethereum that's accumulated, the more secure the
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  network is. And I think it's also sort of
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  the architecture that future banks will have, you know, when
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  Goldman issues a stable coin and JP Morgan doing it on Ethereum
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  as a layer one blockchain, they're going to want to secure
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  it by staking Ethereum. So we're trying to get in front
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  of that by creating a treasury. But we'll cover that today.
• 2:29
  This is Dante Koch with Bitcoin. Simply, let's go.
• 2:39
  People are making ridiculous statements like ETH is going to
• 2:42
  be the next Bitcoin in bit mine. Immersion Technologies is going
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  to become the next micro strategy.
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  It's funny because this is on the heels of micro strategy
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  being included in the Russell Top 200 index, the top 200 value
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  index in the top 200 growth index.
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  Micro strategy has passed all of the criteria to be included in
• 3:00
  the S&P 500, and people say that they're on track to be included
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  by as early as August. Micro strategy will make $14
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  billion in net income come in Q2 this year.
• 3:10
  That'll be more than Amazon. And as Jeff Walton and some of
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  the MicroStrategy Bros predicted over a year ago, with Bitcoin
• 3:17
  around 140K in MicroStrategy being included in the S&P 500.
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  Well, he predicted that shares of MicroStrategy will be worth
• 3:24
  around $4000 a share. That's 10X from even today.
• 3:30
  One thing to point out is in the clip that Tom Lee says that
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  they're buying Ethereum so that they can have influence in
• 3:35
  control over the network. Here's the thing.
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  It doesn't matter how much Bitcoin that MicroStrategy or
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  Michael Saylor buys, or the other 253 Bitcoin treasury
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  companies right now, buying more Bitcoin doesn't buy you more
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  influence in, say, over the network in the protocol.
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  They're competing for a fixed supply of 21 million Bitcoin and
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  Ethereum holders are competing in a world of unlimited fake
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  tokens created without restraint.
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  That is simply a means of propping up the existing
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  financial system. And what?
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  Just so I understand it's safer if you own more of it.
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  Explain why that would be. Well, Ethereum is a proof of
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  stake network, so unlike Bitcoin, which is proof of work
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  and miners do all the work for you and that's why you have
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  decentralized trust in Ethereum. It's important for these
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  entities to be essentially validate transactions.
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  So by becoming a staking entity, you're sort of securing the
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  fidelity of stable coins. So you don't want a stable coin
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  like USDC or USDT to be on a blockchain that's outside the
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  purview of the US And so I think Etherium is a high quality, the
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  second largest blockchain network and it's over 51% of
• 4:45
  stable coins and 30% of all fees on Etherium are actually stable
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  coin revenue. The central banks, the big banks
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  all want to be able to control the money, to program it, to
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  manipulate it, to extract fees from the money that you're
• 4:58
  saving into these protocols, sort of like they already do
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  with the fraction of reserve banking system.
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  This was always the game, and this is the game that Ethereum
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  helps him do at scale. And that's why Coinbase, Kraken,
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  Robin Hood, and even JP Morgan are building their own tokens on
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  the Ethereum blockchain. JP Morgan just recently came out
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  with their own permission coin, and this eventually will
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  intersect with their Conexus network, allowing them to move
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  trillions of dollars of your money without your permission.
• 5:26
  Vitalik Buterin just gave this presentation at Robin Hood's
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  conference, talking about Ethereum's path to becoming a
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  store of value. The large institutions and the
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  pension funds are next. And then if you look all the way
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  to the right of this image, the central banks, that's always
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  been the game. That's always been the big boss.
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  Not only is this a system that I don't think any of us want, but
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  here's the problem. It's a system that's flawed
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  because it's built on a system that is too complex.
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  This is the basis of Gaul's law, which states is that a complex
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  system that works is invariably found to have evolved from a
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  simple system that worked. A complex system designed from
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  scratch never works and cannot be patched.
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  To make it work you have to start over with a working simple
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  system. This is the Ethereum blockchain
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  in protocol in a nutshell. At the base of its code is
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  complexity. It was originally a pre mined
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  proof of work coin where 80% of the tokens were issued to
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  investors that none of us know and that you don't have control
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  over. Then after a hack, the chain was
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  rolled back and they were able to rewrite history of other
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  people's tokens to save their own butts.
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  They created a new coin, switched from proof of work to
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  proof of stake, and now Vitalik Buterin himself is saying that
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  the system is too complex and needs to become more like
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  Bitcoin, which is what it was originally built after in the
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  1st place. So much so that a month ago,
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  Vitalik Buterin released a another road map in white paper
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  on how they're going to make it more simple.
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  He says that one of the best things about Bitcoin is how
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  beautifully simple the system is.
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  He then goes on to say that Ethereum is hard to understand.
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  It's hard to build on, its infrastructure is costly, it
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  requires a lot of maintenance, it has a lot of surface attack
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  for breaches and hacks, and there's a risk of catastrophic
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  bugs. Is this a system that you want
• 7:08
  to build your money on? But back to bit mine.
• 7:10
  You know, Joe Lubin, the Co founder of Ethereum, well, he's
• 7:14
  already tried to do this sort of strategy.
• 7:16
  He's implemented an Ethereum treasury strategy with Sharp
• 7:19
  Link Gaming and I won't bore you with the returns, but they've
• 7:23
  been less than stellar. It looks like all Ethereum or
• 7:25
  crypto token charts eventually a huge spike, which you buy into
• 7:29
  it and then they sell it off because you are the exit
• 7:32
  liquidity. And there's a strong possibility
• 7:35
  that this sort of thing happens with our very own Tom Lee's bit
• 7:39
  mine immersion Technology Strategy.
• 7:41
  But before we go into the rest of what their strategy is, let's
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  Head to the bitcoinway.com. So I simply Bitcoin to get a
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  wealth the right way. OK, so here's the ultimate
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  strategy for Bitmon. My immersion, what you're doing
• 8:56
  is a $250 million private placement, which is all going to
• 8:59
  be put into. Yes, either that's right, we, we
• 9:02
  created a carefully curated list of investors to bet on this.
• 9:06
  If you look at the press release, it is the blue chip
• 9:10
  both in the financial world and in the crypto world.
• 9:13
  We. Have founders fund Kraken Galaxy
• 9:15
  Digital? Yep, Pantera, Yeah.
• 9:18
  So these are in the crypto world and these are like sort of the
• 9:21
  blue chip crypto entities. And of course, the Founders Fund
• 9:24
  is is legendary in the traditional financial world.
• 9:28
  And how, how do you measure this just based on exactly how
• 9:32
  Ethereum is is trading? Well, yeah, the the strategy of
• 9:36
  the company is going to be based on how much Ethereum is held per
• 9:39
  share, OK. And as of today, it's $4.00 and
• 9:45
  the company as we explained in the press release can increase
• 9:49
  it's holdings by you know, getting yield from Ethereum,
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  doing financing transactions at a premium to their holdings and
• 9:59
  of course if Ethereum goes up. So I think there's three ways
• 10:01
  that that value per actually grows.
• 10:04
  They're going to make money for staking and for all of you
• 10:06
  people who are new to the crypto investing, understand that when
• 10:10
  you hear the word staking, you typically have a scam, a breach
• 10:14
  or a huge security incident on the horizon.
• 10:16
  But that may not be this scenario.
• 10:18
  But nonetheless, every time that you hear a strategy that talks
• 10:22
  about yield or staking, it underperforms Bitcoin.
• 10:25
  My issue with bit mine is that they've sold investors one
• 10:28
  story, then becoming a Bitcoin network company, a Bitcoin
• 10:31
  miner, having a Bitcoin treasury, and then they suddenly
• 10:34
  switch gears and go to an Etherium strategy.
• 10:37
  One of the reasons that people love and are head over heels
• 10:40
  invested into micro strategy is that they know that they are
• 10:43
  laser focused on one thing in one thing only, Bitcoin.
• 10:46
  They will issue more debt, more equity, raise more capital to
• 10:50
  buy more Bitcoin, the fixed supply asset, and sometimes
• 10:53
  great investors, even people like Tom Lee who've been around
• 10:56
  Bitcoin for a long time, tend to overcomplicate things instead of
• 10:59
  just doing the simple thing, just buy Bitcoin.
• 11:01
  I run into crypto people that have been the business for a
• 11:04
  decade and they have very complicated ideas that don't
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  work. Yes.
• 11:09
  And and Ioffer them a simple idea.
• 11:12
  I'm like, here's an idea. You're a public company, sell
• 11:15
  your equity, buy the Bitcoin. They're like, no, that'll never
• 11:18
  work. OK, well, I guess it might work.
• 11:21
  Well, what if the Bitcoin goes down?
• 11:22
  Well, blah, blah, blah. OK, I guess it worked, you know,
• 11:25
  and you know what the latest pushback is, Jeff?
• 11:28
  The latest pushback is, well, it worked for you and it worked so
• 11:33
  well that you're the winner. And there's no room for another
• 11:36
  company to do it in the market. So we literally went from I
• 11:40
  don't think it'll work at all to it might to it did.
• 11:44
  Oh, it worked too well. That's my excuse for why I'm not
• 11:47
  going to do it. And people just come up with
• 11:50
  these giga brain excuses for why they won't.
• 11:53
  Don't want to do the simplest thing in the world?
• 11:55
  I didn't think I'd see the day where Tom Lee would get dragged
• 11:57
  over to the crypto side, but here we are.
• 12:00
  It happens every single cycle. Don't over complicate the trade.
• 12:03
  The best trade 11 out of the last 14 years has been to just
• 12:06
  buy and hold Bitcoin. It's outperformed everything and
• 12:09
  it will continue to do so. The one of the ways you can
• 12:11
  continue to not over complicate things is by learning as much as
• 12:14
  you can not about crypto and staking and everything else, but
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  Bitcoin and another facet of Bitcoin Bitcoin mining.
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  Bitcoin to check out. Thanks for tuning in today and
• 12:34
  for putting up with my scratchy voice.
• 12:36
  This is Dante Cook with Bitcoin. Simply happy stacking.