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They're Buying While You're Panicking (And Supply Is Running Out) | Simply SatoSHE · Simply Bitcoin

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  62% That's how many people on Polymarket think their Bitcoin
• 0:04
  is going below $50,000 this year.
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  The Fear and Greed Index has been sitting in extreme fear for
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  three weeks straight. 5 red monthly calendars in a row.
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  And while all of that is happening, the Dubai Sovereign
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  Wealth Fund just doubled their position in BlackRock CTF $1.38
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  billion billion dollars. While you were panicking, they
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  were buying. That's the whole show right
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  there. Let's go.
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  It's Satoshi time. Welcome back to simply Bitcoin
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  Satoshi. I'm Sophie and today we're
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  breaking down 7 stories, ETFs, sovereign wealth funds, Jim
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  Cramer doing Jim Cramer things, Sailor doing sailor things, the
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  US government's Bitcoin reserve, the regulation mess in
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  Washington, and one number that's going to make you put
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  your phone down and just stack. See ya four months, November,
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  December, January, February, all net outflows from Bitcoin ETFs.
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  People were pulling money out and then last Monday happened
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  $458,000,000 in one day, 0 outflows across every single US
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  spot Bitcoin ETF, not one fund bled a single dollar and that's
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  just Monday. The full week $801 million in
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  net that inflows, the money is coming back.
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  We're back. And it's not retail Twitter
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  doing this, it's institutions rebalancing.
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  The big players who know what they're doing just told you
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  exactly where they stand. Sound familiar?
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  They buy when you sell, every single time.
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  Now here's the story that should embarrass every retail bear out
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  there. Mubadala Investment Company, Abu
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  Dhabi's sovereign wealth fund. They manage $330 billion.
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  They just filed with the SEC in the fourth quarter while Bitcoin
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  was dropping 23%, they increased to their BlackRock Bitcoin ETF
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  position by 46% and they now hold $630 million in IBIT
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  partner fund Al Warda, another 408 million together, $1.38
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  billion in one Bitcoin ETF bought on the way down.
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  This isn't some hedge fund gambling.
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  This is a government, a sovereign nation saying we
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  believe in this enough to put in over a billion dollars of our
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  country's money in it during a crash.
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  What do they know that panic sellers don't?
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  OK, I have to talk about this one.
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  Jim Cramer, CNB, CS Jim Cramer has officially gone 100% bearish
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  on Bitcoin. Robin Hood reports people are
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  starting to get unnerved by how closely aligned this stock is
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  with the price of Bitcoin. Even today's dramatic rebound,
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  Bitcoin still feels like it's lost.
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  It's lost her the precipitous decline of the cryptocurrency
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  occurring at the same time I was a weakening dollar calls into
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  question whether it's a real store holder value or even a
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  hedge against inflation. We know nothing We we we this
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  volatile thing we used to think it could be a currency that's
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  not obviously not going to happen.
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  It's a great speculative asset, I guess until it started
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  plummeting. So, Robin, it may be the
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  repository of something that's become toxic and I think a lot
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  less dependable. Now, for anyone who's been
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  around the space for more than 5 minutes, you know what this
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  means. The inverse Kramer effect is so
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  real. So real that someone literally
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  made an ETF to bet against his stock picks.
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  When Kramer calls something dead, it tends to come back.
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  So thank you, Jim. Genuinely, this might be the
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  most bullish signal of this week.
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  Real quick, you just heard about sovereign wealth funds dropping
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  over a billion dollars into custody Bitcoin ETFs, meaning
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  someone else holds their Bitcoin.
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  That's fine for Abu Dhabi, but for you, you need to hold your
• 4:12
  own keys. And that's where the Bitcoin way
• 4:14
  comes in. Your personal Bitcoin IT team,
• 4:18
  self custody training, cybersecurity, Plan B residency,
• 4:22
  Over 20 years of expertise. They simplify the whole thing so
• 4:26
  that you can stay in complete control of your stack.
• 4:30
  Book a free 30 minute consultation at the
• 4:32
  bitcoinway.com/simply. Tell them Satoshi sent you on
• 4:38
  the same day that the fear and greed index is screaming sell
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  everything. Michael Saylor the Chad posts
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  this on X this morning. I'm buying Bitcoin right now.
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  Are you? That man holds 720,000 Bitcoin.
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  He just bought 3000 more last week and when CNBC sat him down
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  last month and asked point blank what happens if Bitcoin falls
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  90%? If Bitcoin falls 90% for the
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  next 4 years, we'll refinance the debt.
• 5:09
  You refinance. Where Michael?
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  We'll refinance the debt. We'll roll it forward.
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  Becky Quick's face, by the way, Priceless Strategy has 2 1/2
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  years of cash on the balance sheet.
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  They're not selling. They're buying every quarter,
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  forever, forever. You can disagree with his
• 5:28
  strategy, but you cannot argue with his conviction.
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  OK, this one's big and not enough people are talking about
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  it. the US government already has a strategic Bitcoin reserve.
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  As we know, Trump signed that executive order a year ago. the
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  US currently holds around 328,000 Bitcoin, but Senator
• 5:47
  Cynthia Lummis is pushing the Bitcoin Act legislation to
• 5:51
  codify this into law and buy 1,000,000 Bitcoin over five
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  years. Budget neutral, no new taxes.
• 5:58
  The Strategic Bitcoin Reserve can help people in my generation
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  right the wrongs that we did to your generation and generations
• 6:10
  to follow, and I feel deeply committed to making that happen.
• 6:15
  Let me say that again. the United States government, led by
• 6:19
  bitcoiners in Congress, wants to buy a million Bitcoin using
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  existing Federal Reserve remittances, not your tax
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  dollars. The bill that's moving through
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  Congress right now, HR 2112, was introduced to give Trump's
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  executive order the full force of law. the US government is
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  officially a Bitcoin bull. Still think this is a fad?
• 6:42
  So the US government is stacking, Abu Dhabi is stacking
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  sailors stacking, but what about you?
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  If you're watching all of this and thinking, OK, I need to
• 6:50
  start buying, let me make it easy Bitcoin.
• 6:53
  Well, the self custody Bitcoin on ramp.
• 6:56
  You buy Bitcoin directly into your wallet.
• 6:59
  No middle men holding your coins, no custodial risk, non
• 7:03
  custodial by design. Actually trusted by over 50,000
• 7:08
  users and they're publicly traded on the TSX Venture
• 7:12
  Exchange. Set up daily recurring buys and
• 7:15
  stack automatically Sign up at bitcoinwell.com.
• 7:19
  Simply BTC. That's my link.
• 7:21
  And right now you get three chances to win 1,000,000 sats
• 7:25
  just for signing up. That's 0.01 Bitcoin, not
• 7:31
  nothing. bitcoin.com/simply BTC. So let's talk about what's not
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  working in Washington. The Digital Asset Market Clarity
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  Act, the big crypto regulation bill if you will, is dead in the
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  water. It passed the House with
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  bipartisan support last summer, 294 to 134.
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  Actually impressive. But then it got to the Senate
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  and Coinbase, the largest US crypto exchange, pulled their
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  support. They said the bill could
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  restrict petition and hamper innovation.
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  Within hours, Senate leadership postponed the markup committee
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  vote. No new date.
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  Here's the thing though, Bitcoin doesn't need a bill.
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  Bitcoins not waiting on Congress to figure out its jurisdiction.
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  Bitcoins protocol doesn't care about the SEC or the CFTC.
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  And while senators argue about who gets to regulate what, you
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  can be sitting there holding your own keys outside of the
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  whole system. Regulate that.
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  And I saved this one for last because it deserves to close the
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  show. In about 12 days, around March
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  15, the 20 millionth Bitcoin is going to be mined. 20 million
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  out of 21,000,000 total that will ever exist.
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  That's 95% of all the Bitcoin already out there.
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  The remaining 1,000,000 will take 114 years to mine.
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  The last Bitcoin won't be mined until the year 2140.
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  Now let's make this worse, better for us.
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  Somewhere in between 2 and 4 million Bitcoin are already lost
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  forever. Wallets with forgotten
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  passwords, hard drives at the bottom of landfills, people who
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  passed away without passing on their keys.
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  So the real number of Bitcoin that can actually be bought,
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  sold or held is actually closer to 16 or 17,000,016 or
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  17,000,000 coins for for 8 billion people.
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  While Abu Dhabi's government is buying a billion dollars worth
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  while strategy is hoarding 720,000 while the US government
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  is talking about buying 1,000,000.
• 9:43
  And the fear and greed index still says extreme fear.
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  You want to know what scarcity looks like?
• 9:49
  You're watching it happen in real time, so stack accordingly.
• 9:53
  We just talked about the 20 millionth Bitcoin getting mined,
• 9:56
  so it's only right that we talk about the people doing the
• 9:59
  mining. Mining Disrupt is the world's
• 10:02
  largest Bitcoin mining Expo, the biggest names in the industry,
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  keynotes, and the best networking you'll find anywhere
• 10:13
  in the space. Go to miningdisrupt.com and grab
• 10:17
  your tickets. Use code simply Bitcoin for 20%
• 10:20
  off. Check miningdisrupt.com for the
• 10:22
  latest event date and location and we'll see you there.
• 10:25
  Here's what I want you to walk away with today.
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  The fear and greed index says panic. 62% of Poly market says
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  Bitcoin is going below 50,005 red months in a row.
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  And yet Abu Dhabi is buying, Sailor is buying, the US
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  government is accumulating, and 95% of all Bitcoin that will
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  ever exist is already out there. The dip is real, the fear is
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  real, but the supply cap is also real, and big money knows it.
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  The struggle is real. So this is not the end, this is
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  the discount. Thanks for watching Simply
• 11:05
  bitcoins Satoshi. Don't forget to smash the like
• 11:08
  button. Share the show with your
• 11:09
  friends. Drop a comment below.
• 11:10
  I read all of them. Follow me on X at Internet.
• 11:13
  Sophie without an E at the end. And as always, stack, slay and
• 11:18
  stay bullish, baby.