Latest / Simply Bitcoin / Bitcoin Crash or Setup? How the U.S. Could Trigger the Next Bitcoin Supply Shock! | Simply SatoSHE

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Bitcoin Crash or Setup? How the U.S. Could Trigger the Next Bitcoin Supply Shock! | Simply SatoSHE · Simply Bitcoin

• 0:00
  Whether it's the US government quietly stacking billions
• 0:03
  through seizures or BlackRock infidelity turning into Bitcoin
• 0:07
  wheels with suits, one thing is becoming increasingly clear.
• 0:12
  The elites are quietly making moves while everyone is being
• 0:15
  distracted by the short term price swings.
• 0:18
  While the headlines might feel like an emotional roller coaster
• 0:21
  these days, one thing's becoming crystal clear.
• 0:24
  The real game is accumulation. But underneath all the noise,
• 0:29
  maybe the question isn't what is Bitcoin worth, but how much can
• 0:34
  you grab before they do? Because in this market, it's not
• 0:38
  about timing the top. It's about claiming your share
• 0:41
  before the next power grab. Welcome back to simply Bitcoin.
• 0:45
  Satoshi. I'm Sophie.
• 0:47
  This is the show where we cut the noise and bring the signal.
• 0:50
  Today we're talking about how governments, institutions and
• 0:53
  everyday people are racing to accumulate Bitcoin before it all
• 0:58
  changes. If the US is stacking coins,
• 1:05
  that becomes a strategic imperative for all the countries
• 1:08
  to consider. I mean, you, you now know that
• 1:10
  China has to think about it for sure.
• 1:12
  Russia has to think about it. China's pretty averse to it.
• 1:14
  I think Russia's smart enough. I mean, I think Putin gets it.
• 1:17
  I think they're probably stacking coins.
• 1:18
  It is the most as it's what Sailor says.
• 1:20
  It's the most pristine form of capital in the world and it's
• 1:24
  destined to become the base layer of money in my opinion,
• 1:27
  because of its technical superiority.
• 1:29
  And as a result of that, it's a complete first mover game.
• 1:33
  I mean, you, you know, you get it at the price you deserve.
• 1:35
  And so the sooner you figure it out and get it, the better off
• 1:38
  you are. And Max is better off than I am
• 1:40
  because he figured it out at a dollar.
• 1:42
  Trace is better off than he is because Trace figured it out at
• 1:44
  $0.50. I take a guy like Larry Fink,
• 1:47
  right? I mean a Fiat guy, but smart
• 1:49
  enough to study it and realize, you know what, I either got to
• 1:52
  get on board this and figure out a way to make money doing it,
• 1:54
  you know, sponsoring an ETF, or I'm going to end up like the
• 1:57
  Vanguard guy and lose my job. Yep.
• 1:58
  And so, and that's kind of how it is for everybody.
• 2:01
  A lot of people I deal with now kind of come back and they say,
• 2:03
  well, yeah, that's great Larry, but you bought a lot cheaper and
• 2:06
  how can I pay something? How can I pay this amount of
• 2:08
  money, 100,000 a coin for something you bought for 400 or
• 2:11
  10,000? You know, I bought a lot of 50.
• 2:13
  But my response is, here's the paradigm.
• 2:16
  It's a critical state problem. The monetary system is the
• 2:20
  Titanic. And I got a lifeboat.
• 2:22
  I'm on the like, I paid 405,010 thousand, 50,000 for my lifeboat
• 2:26
  seats. Here it is to you.
• 2:27
  You got to pay 100,000. You want a seat or not?
• 2:29
  And you know if I'm right, and if the system does fail, which I
• 2:32
  think it might, you're going to be damn glad you bought a seat,
• 2:34
  even if you have to pay 100,000 for it.
• 2:36
  We've reached the plot twist chapter of the Bitcoin story,
• 2:40
  the one where the government accidentally becomes one of the
• 2:44
  biggest Bitcoin holders on Earth.
• 2:46
  Kind of a shocker, but not really. the US and UK just
• 2:50
  seized 127,000 Bitcoin worth around $15 billion from a
• 2:56
  massive pig butchering scam. That is a wild headline, but
• 3:01
  here's where it gets spicy. You might recall President
• 3:04
  Trump's 2025 executive order created the US Strategic Bitcoin
• 3:08
  Reserve, meaning seized coins aren't being sold at auction
• 3:12
  anymore. They're being kept locked up
• 3:15
  sovereign huddle style, which is kind of based in a way.
• 3:20
  Meanwhile, there's a proposal in Congress known as the Bitcoin
• 3:24
  Act that would cement this reserve into law.
• 3:26
  If enacted. It would require the Treasury to
• 3:29
  purchase up to 1,000,000 Bitcoin over five years and lock them
• 3:34
  for a 20 year minimum. That's pretty fire in my
• 3:38
  opinion. But to make it clear, it remains
• 3:41
  a bill. This is not yet signed.
• 3:44
  So the reserve is enforced by executive power, not by statue.
• 3:49
  But anyway, yeah, the state is stacking.
• 3:51
  And just to put that into perspective, Elon Musk recently
• 3:55
  dropped a viral reminder about why Bitcoin's foundation
• 3:58
  matters. He tweeted that is why Bitcoin
• 4:01
  is based on energy. You can issue fake Fiat
• 4:04
  currency, and every government in history has done so, but it
• 4:08
  is impossible to fake energy bars.
• 4:12
  As the state starts stacking and treating Bitcoin like an asset
• 4:16
  of power, Musk's point hits home.
• 4:19
  You can't fake proof of work. Some people would get proof of
• 4:23
  work, but they kind of just pushed aside like OK, I get it.
• 4:25
  It helps maintain the consensus of the network.
• 4:28
  It's decentralized so it needs this consensus mechanism and I
• 4:31
  think it goes a lot deeper than that.
• 4:32
  I think proof of work personally, this is me talking
• 4:35
  now. I think it anchors bitcoins
• 4:38
  value in the real world and it anchors its governance in the
• 4:43
  physical world. So your governance is now
• 4:45
  bounded by what can be done with physics like literal hardcore
• 4:51
  law of thermodynamics kind of physics, right?
• 4:54
  And so I think that's that's very, if it's not misunderstood,
• 4:57
  it's very underappreciated at the very least.
• 5:00
  And so people think that, Oh yeah, these are all just digital
• 5:03
  tokens. It only has value because we
• 5:04
  ascribe value to it. And that's true on one level,
• 5:07
  but it goes deeper than that because each one of these tokens
• 5:10
  is what some authors and I think we mentioned in the paper call a
• 5:14
  proof of energy expended, or it's like a receipt for energy
• 5:17
  that's been expended. So, you know, it's like a hard
• 5:21
  commodity in the world that, you know, somebody had to extract
• 5:24
  out of the ground, but it still has the ability to just be
• 5:29
  digital on your computer with no weight or taking up any space.
• 5:33
  That that's mind blowing to me, right?
• 5:35
  And I think that's misunderstood.
• 5:37
  The other thing that's misunderstood, I think it's just
• 5:39
  it's just getting back to the fish in the water.
• 5:41
  What is money? And a lot of people think it's
• 5:44
  just a tool, a just technology that can be changed.
• 5:48
  It can be manipulated or it should even be manipulated for
• 5:51
  for various purposes. And this is where I get into
• 5:54
  disagreements even with economists who maybe they're
• 5:57
  even very favorable on things like when the US was on the gold
• 6:00
  standard, for example. And they look at Bitcoin and
• 6:02
  they, they look at it in that very narrow lens and they say,
• 6:06
  yes. But even in with the gold
• 6:07
  standard, we had some flexibility in, in its supply.
• 6:12
  Meaning when the price got really high, new supply of gold
• 6:15
  came online. So people would melt down their
• 6:17
  their jewelry or their candlesticks, they would go out
• 6:19
  and they'd mine more gold. They think that acted as a
• 6:23
  stabilizer. And so this gets a little
• 6:25
  complicated. I'm not meaning to go too deep
• 6:27
  in the weeds here, but they see that as a positive.
• 6:30
  Whereas when they look at Bitcoin and they see this fixed
• 6:33
  supply that's completely inelastic to demand.
• 6:35
  So no amount of change in price is going to change that demand
• 6:39
  schedule. They think that's a very bad
• 6:42
  thing to have for a monetary system.
• 6:45
  And I'm not exactly sure who is right here.
• 6:48
  I tend to think it's not. There's other ways to combat
• 6:52
  that, and the benefits of a fixed supplier are much better
• 6:55
  than the other one, but that's my personal opinion.
• 6:57
  But there's another twist worth noting.
• 6:59
  I love this lady. I I want to meet her one day.
• 7:03
  The amazing journalist Lola Leitz reported that under
• 7:07
  current US civil forfeiture laws, the victims of that
• 7:10
  massive scam may never actually see their funds returned.
• 7:15
  Her piece on the Rage dives into how forfeited Bitcoin can get
• 7:19
  absorbed into federal holdings rather than redistributed.
• 7:23
  So all of this law enforcement and catching scammers is good,
• 7:28
  but what good is it if the victims aren't getting back
• 7:32
  their money? And moreover, what happens if
• 7:35
  one day an administration decides that you are the threat?
• 7:44
  Are you? Threatening me.
• 7:45
  That's why the revolution behind self custody might be our
• 7:48
  generation's digital version of the Second Amendment.
• 7:51
  The right to own, the duty to use responsibly, and more
• 7:55
  importantly, the safeguard against whoever comes next.
• 8:00
  You know, maybe a law might not be enough to protect self
• 8:03
  custody. We actually might need an
• 8:04
  amendment at some point. Because if history has taught us
• 8:08
  anything, it's that governments love centralized power and
• 8:12
  Bitcoin hates middle men. Complicated marriage, if you
• 8:15
  might ask me. But that's none of my business.
• 8:17
  If you have Bitcoin in self custody, you're in you're in a
• 8:21
  position of power, you know, listen to the sailors say in a,
• 8:24
  in a, in a podcast, he goes, you know, I don't know.
• 8:26
  And these are my words, but the overlords, essentially, they
• 8:28
  have contempt for the weak bunch of weak starving sick over, you
• 8:32
  know, you're nutritionally deficient, you're overweight,
• 8:35
  you're eating a bunch of marshmallows, popping a bunch of
• 8:37
  pharmaceuticals, living off of fucking welfare.
• 8:40
  They don't want you. They have contempt for you, But
• 8:42
  if you if you're powerful, they respect you.
• 8:45
  They have respect for us. And so, yeah, I don't think
• 8:49
  they're going to 61 O2 US. I think it's an absolutely
• 8:52
  enormous waste of energy. The current political regime has
• 8:56
  the ability to affect monetary policy, the banking bloodlines.
• 8:59
  They can print money, they can lend money into existence as
• 9:02
  Bitcoin. Also to measure the inflation in
• 9:06
  the economy. Like Saylor says in the Lex
• 9:08
  Friedman interview, he's like, you know, you can't measure
• 9:10
  inflation as a as a scaler. It's a vector because you have
• 9:13
  supply and demand dynamic Amex taking place across the
• 9:15
  marketplace and different rates, right?
• 9:18
  Well, if housing goes up 5X over the next 10 years because they
• 9:20
  have to continue to debase the currency at hyper rate and we
• 9:23
  have that proverbial hyperinflation, people could be
• 9:26
  fucking homeless. That's a problem.
• 9:28
  But if Bitcoin is some extreme arbitrary example, goes from
• 9:31
  62,064 thousand or whatever it is today, so let's say
• 9:35
  64,000,000, it doesn't hurt anybody.
• 9:38
  It's invisible, right? And so actually also, and I'll
• 9:42
  leave my thought at this, if the banks start loaning money
• 9:44
  against Bitcoin in the form of AB lock, because let's not
• 9:47
  forget we have a debt based Fiat monetary system where monetary
• 9:51
  units have to continue to be lent into existence to keep the
• 9:54
  dollar denominated value of the assets going up.
• 9:57
  They now have Bitcoin on the balance sheet, right?
• 10:00
  And if the Bitcoin hyperinflates, then their
• 10:02
  balance sheet shreds and if their balance sheet shreds, they
• 10:05
  don't need a bailout anymore. So I personally believe the more
• 10:09
  and more I think about this, Bitcoin is unwinding the
• 10:13
  attachment from reality or the limitations of the physicality
• 10:16
  of gold. It's like we, it's like, it's
• 10:18
  like when Vitalik is like, oh, well, yeah, proof of work.
• 10:23
  We're limited to the laws of physics.
• 10:25
  But if we create a proof of stake protocol, we can have our
• 10:28
  funny loony cat purse fucking whatever reality.
• 10:30
  We could do whatever we want, right?
• 10:33
  And so it's bringing prudence, it's bringing responsibility,
• 10:36
  it's bringing solvency back into an entirely insolvent system.
• 10:40
  While Washington's stacking from seizures, Wall Street is
• 10:43
  stacking from positioning. Global crypto ETFs just pulled
• 10:48
  nearly $6 billion in a single week, 3.5 billion straight into
• 10:54
  Bitcoin. According to Reuters,
• 10:56
  Blackrock's ibit is approaching $100 billion in AUM, or assets
• 11:01
  under management. Fidelity's FBTC is holding about
• 11:06
  200,000 Bitcoin and together they've become the biggest
• 11:11
  whales in suits since the IMF discovered spreadsheets or the
• 11:15
  Fed discovered the money printer.
• 11:17
  I don't know. Let me know what's better in the
• 11:18
  comments. These are not your typical degen
• 11:21
  traders. Well, maybe they are no comment.
• 11:27
  They are pension funds and sovereign money saying Bitcoin
• 11:31
  belongs in the grown up portfolio now.
• 11:33
  So next time you see price action going sideways and think
• 11:37
  me remember the quietest whales move the most water.
• 11:42
  Remember humbly you and I stack sats.
• 11:46
  They stack balance sheets and that's great for price go up.
• 11:50
  So I'm not mad about it. Message.
• 11:53
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• 11:57
  talk about the energy behind it. Literally.
• 12:00
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• 12:38
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  Learn more at learn dot leadin dot IO slash Simply now let's
• 13:33
  get back to the show I want to talk about.
• 13:35
  Bitcoin. That's where I'm going.
• 13:36
  To go no, no one thing, don't look at me.
• 13:38
  Don't. Point at me.
• 13:40
  It's the speculative thing, and one point is Bitcoin proved once
• 13:45
  again that it's not a hedge against your assets melting.
• 13:52
  Or against money printing. Or it's just a speculative
• 13:55
  asset. It's like an.
• 13:56
  It's a. Speculative asset that that
• 13:58
  seems to yeah, it's just like, I mean, behave you're like
• 14:01
  high-priced real estate in, in, in Manhattan, right, To track
• 14:05
  the stock market, right. That that may be true, but
• 14:08
  you're losing your ass from when you told me it was useless at
• 14:11
  30,000. I I'm saying it's useless
• 14:13
  doesn't mean you know, it's a lot of a lot of things.
• 14:16
  I didn't invest, all right. A lot of things short best is
• 14:19
  that one. I want you to.
• 14:20
  Short it. About instead of just talking, I
• 14:22
  want you to short it or bottle. Do one or the other.
• 14:25
  That's exactly the kind of false.
• 14:27
  Economy. That you're 'cause it I'm
• 14:29
  telling you it's an asset that's crazy.
• 14:31
  OK, I've got got got the all right, enough crazy.
• 14:34
  All right, unfortunately for the girls, the reality is that your
• 14:38
  average trad Phi guy likely still thinks Bitcoin is either a
• 14:42
  scam or a fad. Seriously ladies, bag yourself a
• 14:46
  Bitcoin or you won't regret it. I'm looking for a man in.
• 14:49
  Bitcoin no. Cheers. 615.
• 14:51
  Laser eyes. According to a Bank of America
• 14:54
  survey, 67% report 0 exposure. But now they're reporting that
• 15:00
  about 3% have actually started to get exposure.
• 15:06
  And to be honest, that's a 3X in my book.
• 15:09
  And of that 3%, they're allocating about 8% of their
• 15:14
  funds into Bitcoin. Again, that's an 8X.
• 15:17
  I'll take it. That's a a win is a win.
• 15:19
  So BlackRock and Fidelity are stacking billions while most
• 15:24
  managers are still Googling how to buy Bitcoin safely.
• 15:28
  Unbelievably, these are the people that are very much ahead
• 15:32
  of the curve at this stage. I I fear to put into perspective
• 15:37
  how big of a deal their stacking strategy is.
• 15:41
  The average pleb is honestly just trying to become a whole
• 15:44
  coiner at this point, stacking 1 sat at a time.
• 15:48
  Some even say that .1 Bitcoin would be enough.
• 15:52
  We on Simply Bitcoin notoriously title some of our videos.
• 15:56
  How much Bitcoin do you need to retire?
• 15:58
  And yeah, it it is 0.1 and a lot of people are trying to get to
• 16:03
  that point. So imagine how powerful these
• 16:07
  moves that the institutions are making.
• 16:09
  I know we hate them, but we got to live with them.
• 16:12
  Bitcoin is for enemies, after all, because these institutional
• 16:16
  whales are making moves that could honestly rewrite
• 16:19
  traditional finance textbooks. Small fish, big waves, like a
• 16:23
  tsunami. It starts with a deep shift and
• 16:26
  then it turns into a big wave. If you have no other
• 16:29
  alternative, yeah, go ahead and buy some Microsoft.
• 16:32
  You go ahead and buy the ETF if you want, but super critical
• 16:36
  that you first need to establish real Bitcoin in cold storage
• 16:41
  outside of the system. Because if things hit the fan or
• 16:43
  if the government says, hey, we're going to seize this or
• 16:46
  whatever, or something bad happens.
• 16:49
  If you have a Bitcoin proxy, if you have a Bitcoin IOU, you
• 16:53
  don't have real Bitcoin. I know you know that and I know
• 16:55
  you tell your listeners that all the time, but you might be able
• 16:58
  to outperform for a while. It's the same with nonsense
• 17:00
  proof of proof of state crypto, right?
• 17:02
  A lot of people get attracted by that kind of stuff.
• 17:05
  You may outperform Bitcoin, but you're just playing with fire
• 17:08
  when you do that kind of stuff. And and I think and you that's a
• 17:11
  whole different subject, but you're just buying nonsense at
• 17:14
  that point and you really run the risk of just losing it all
• 17:17
  and getting rug pulled. And so just be smart.
• 17:20
  So when you zoom out from the state to Wall Street to the
• 17:24
  person with a regular schmegular hardware wallet, it's all the
• 17:28
  same game stacking harder than everyone else.
• 17:32
  The only real question left is who keeps what they stack?
• 17:41
  Stedman Graham if you fuck this up for me.
• 17:44
  Because when supply Titans and governments, ETFs and
• 17:48
  billionaires control the flow, your edge is holding your own
• 17:52
  keys. Self custody isn't just a
• 17:54
  peaceful revolution at this point, it's the key to
• 17:57
  conservation. One of the.
• 17:59
  Easiest ways to protect yourself and and help yourself opt opt
• 18:03
  out is to own is to be a first rate first class Bitcoin
• 18:07
  citizen. Own actual on chain Bitcoin that
• 18:10
  you self custody and run a full node so you do not have to trust
• 18:14
  anyone else. And you can you can confirm that
• 18:17
  you own your assets and when you transact with them that they are
• 18:21
  you're transacting with real on chain base layer Bitcoin and
• 18:24
  you're not even relying on somebody's block explorer to
• 18:27
  confirm that your transaction went through so that you don't
• 18:31
  get man in the middle attacked. Self custody because you can't
• 18:35
  accidentally rehypothecate what's in your cold wallet.
• 18:39
  Before wrapping up and talking about why stacking never stops,
• 18:43
  here's something that celebrates the heart of bitcoins power
• 18:46
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• 18:49
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• 19:21
  So that's the play governments, banks and whales are stacking
• 19:25
  and the rest of us, well, we're stacking smarter, real Bitcoin
• 19:30
  into self custody. Yay, I'm so proud of you because
• 19:34
  remember this is all in the name of sovereignty and generational
• 19:38
  wealth, so you don't really need to worry about timing the top,
• 19:41
  just stay in the game. Let me know in the comments.
• 19:45
  Are you dollar cost averaging stacking on red candles or going
• 19:50
  full whole coiner mode this cycle?
• 19:52
  Either way, stack like it matters because it does.
• 19:56
  Your future wife depends on it. I love that.
• 19:59
  Anyway, that's it for my show today.
• 20:02
  Someone get me off the soapbox. Don't forget to like, subscribe
• 20:07
  and share this video with your friends.
• 20:09
  Set those notifications on I'm Sophie.
• 20:11
  This is simply bitcoins Satoshi. And until next time, stack, slay
• 20:16
  and stay bullish, baby.