Latest / Simply Bitcoin / Mystery Nation Buys $22B in Bitcoin?! | Simply Originals
Transcript
- 0:00What if I told you the entire world is about to hang on every
- 0:04single word Jerome Powell says tomorrow at Jackson Hole?
- 0:08Last time Powell spoke, their Bitcoin crashed from 69 K all
- 0:12the way to 17 K. He kicked off the bear market,
- 0:16and now inflation's sticky jobs are softening and Trump is
- 0:20already breathing down his neck. But here's the plot twist nobody
- 0:24saw coming. Eric Trump just said a nation
- 0:28state may have quietly not 200,000 Bitcoin.
- 0:32That's like 22 billion cuck bucks without telling anyone.
- 0:36So think about this. While Powell dithers about
- 0:39whether to cut rates, sovereigns are already stacking Bitcoin in
- 0:43secret. That means tomorrow's question
- 0:46isn't just does Powell crash the markets again like he did in
- 0:492021. It's do we get the first
- 0:52sovereign level Bitcoin bull run in history.
- 0:56This is bigger than the Fed, bigger than Wall Street, and
- 0:59bigger than Welcome back and strap in because we have a
- 1:02massive show today and. So guys, I, I see that all over
- 1:10the world, right? I, I, I spend a lot of time in
- 1:12just about every country on just about every continent.
- 1:14I've got projects and I talk to people and, and honestly, the
- 1:17race toward cryptocurrency is, is electric right now.
- 1:20I mean, it is absolutely electric.
- 1:23I don't care if you're talking to the, the top leaders of
- 1:25various countries where they're saying, they're saying, you
- 1:27know, in the winter when it's not nearly as hot, I'm going to
- 1:30take all the energy supply for my major city and I'm going to,
- 1:33you know, dedicate it to, to Bitcoin mining.
- 1:35I really believe in that asset or, you know, our country just
- 1:38bought, you know, 200,000 Bitcoin and we did so very
- 1:40quietly. We don't want anybody to know
- 1:41about it, but that's how much we believe in the assets.
- 1:43So let's connect the dots. If a sovereign nation just
- 1:46quietly stacked 200,000 Bitcoin again, 22 billion cut bucks
- 1:51worth, what does that mean for tomorrow Jackson Hole meeting?
- 1:54Well, it means Powell's stuck in the ultimate trap because the
- 1:58Fed just admitted this in their minutes, a majority saw the
- 2:02inflation risk outweighing the employment risk translation.
- 2:06Inflation scares them more than the job losses, and that's
- 2:09possibly why cuts aren't coming unless unemployment totally
- 2:14cracked. But look at this.
- 2:15Goldman Sachs says the September jobs revision could erase up to
- 2:19950,000 jobs. That would definitely be the the
- 2:23biggest downward revision since 2009.
- 2:26And if that rug pull hits, well, good old Jerome suddenly has
- 2:30cover to slash rates. So tomorrow Powell has two
- 2:34scripts in front of them. One, stick to the inflation
- 2:37fight no cuts door #2 blame jobs weakness and open the door to
- 2:42cuts. And here's why this matters for
- 2:44Bitcoin. Last time Powell used Jackson
- 2:48Hole to go tough on inflation. Bitcoin naked from 69 K 17K.
- 2:54This time we're sitting above 100K with sovereign nations
- 2:57quietly stacking. And again, Trump is already on
- 3:00Powell's neck like Homer Simpson demanding resignations inside
- 3:05the Fed. Markets are begging for relief.
- 3:07Inflation says no jobs revisions say maybe.
- 3:10Bottom line, Powell could totally tank the entire market
- 3:13tomorrow. But bitcoins already left the
- 3:15station. Sovereigns are stacking in the
- 3:17shadows. And when governments start
- 3:20buying Bitcoin, do you really think Powell can stop it?
- 3:24And it's not just the Fed. The entire macro game board is
- 3:27shifting. Wall Street is warning of a new
- 3:30era of fiscal dominance. That means government debt is so
- 3:34out of control, central banks will be forced to print money
- 3:37just to keep up with the interest payments.
- 3:39Even Ray Dalio has called it the debt death spiral translation.
- 3:43The money printer isn't just coming back.
- 3:45It's permanent. And remember when bond markets
- 3:48collapse, when yields spike, where do people flee the hardest
- 3:52money ever created or discovered Bitcoin and probably gold.
- 3:56But all right enough with the Fed doom.
- 3:58Let's zoom out because again while Powell dithers Bitcoin is
- 4:01ripping hear me out. Bitcoin just cleared 100K on the
- 4:05200 day moving average That's historic.
- 4:08Every other time we crossed a major milestone $100 a thousand
- 4:1310,000 it triggered a monster rally.
- 4:16Now 100K is the new launchpad and the bullish news just keeps
- 4:20on coming and and the. Ease of being able be able to
- 4:23invest in it is it's never easier and guys that is going to
- 4:27open people's minds that's going to put trillions of dollars into
- 4:30the asset. And, and so I, I think, you
- 4:32know, you go out, you go out a couple years, there's no
- 4:34question that Bitcoin hits 1,000,000 bucks.
- 4:36There there is no question in the world that we go over
- 4:39$1,000,000 and we're going to have a hell of a ride.
- 4:42Grok AI is foreseeing Bitcoin to 400 K in 70 days.
- 4:46Think Grok Smells the money printer.
- 4:48And Eric Trump of World Liberty Financial was not alone and just
- 4:52recently calling for $1,000,000 Bitcoin.
- 4:55It looks like that bald Lex Luthor guy Brian Armstrong at
- 4:59Coinbase who likely knows something seeing as they're
- 5:02custodying for BlackRock Micro Strategy.
- 5:05But he just called for $1,000,000 Bitcoin.
- 5:08Check it out. I I you know the rough idea.
- 5:10I haven't. My head is like, we'll see
- 5:11$1,000,000 Bitcoin by 20-30 and there's high error bars around
- 5:15these things. But, you know, just to give you
- 5:16a couple of data points, right, it's like we're starting to see
- 5:20regulatory clarity emerge in the United States, which I think is
- 5:23a bellwether for the rest of the G20.
- 5:25You have the Genius Act passed now for stable coins, but this
- 5:27market structure bill is being debated in the Senate.
- 5:30Fingers crossed something could happen by the end of this year.
- 5:32That would be a huge milestone. the United States government now
- 5:35has a strategic Bitcoin reserve. So that is, if you'd asked me
- 5:38five years ago, that would have been kind of like vision board
- 5:41and someone would have said you're crazy, like the United
- 5:42States government's not going to officially hold Bitcoin.
- 5:45But if, you know, if they do that, which there's not an
- 5:47executive order to do, I think a bunch of other countries are
- 5:50going to do that. We've seen a lot of interest
- 5:53from sovereigns, right? Coinbase actually provides like
- 5:58crypto services to about 140 government entities that believe
- 6:01it or not, like at both federal, state, local and
- 6:03internationally. So governments are now getting
- 6:06more and more engaged in this and you can imagine the big
- 6:08pools of capital around the world.
- 6:10And there's a lot of so I don't, I don't see the regulatory thing
- 6:14going away. That was one of the big risks is
- 6:16like, is the government going to shut this down?
- 6:17I think that risk has been severely diminished.
- 6:20And then you know, is there going to be some flaw found in
- 6:23the Bitcoin protocol? I think that's been severely
- 6:25combed over at this point. We need to make sure we upgrade
- 6:27it to a post quantum cryptography but.
- 6:29Are elliptic curves already post quantum?
- 6:31Or no, they are, theoretically, I believe.
- 6:34I don't. No one really good to nail.
- 6:36That down untested but yeah, I believe there is a path where
- 6:40the Bitcoin Core team and Ethereum and Slaw and everyone
- 6:42they're looking at proposals now to upgrade to even definitely
- 6:45post quantum yes. So, yeah, I think the list of
- 6:49kind of risks is getting diminished and at the same time,
- 6:52the amount of demand, like the amount of institutional money
- 6:54just sitting on the sidelines waiting for this next bill to
- 6:57land, you know, is these are the the big institutions I talked
- 7:01to, they're holding 1% of the portfolio in Bitcoin.
- 7:04And I'm like, what would it be to 5:00 to 10:00 and they say
- 7:07regulatory clarity, that's it. So I think we'll continue to see
- 7:10huge inflows of capital. The ETFs have been huge.
- 7:12You. See the pattern?
- 7:13Wall Street, AI, big tech, politicians, They're all front
- 7:17running the same outcome. Now let's talk nation states.
- 7:21Brazil just held its first strategic Bitcoin Reserve
- 7:24hearing, and they're openly considering buying $19 billion
- 7:28worth of Bitcoin. Nationality Minister Defazeno
- 7:33Pedrin Hickey Jokondo Guerra chef induced the Commercial
- 7:38Services Luis Guillermo Siciliano Chef Department
- 7:43International Central de Brazil who based Sadenberg economist
- 7:49chef the federation president the banks February Diego calling
- 7:54hedge de strategia Bitcoin the Impreza melius Julia rosin
- 8:02coordinate dura de group de tribali the policy the Abe
- 8:05crypto the social som Brazil de crypto economia yes de pasaras
- 8:11disposition de je for my as hegres de condo sons tribalis de
- 8:16sodesi publica OU confidado de Vera limit tarsi altema in the
- 8:20batch it is pora dies minuts para sua present azon no
- 8:26podiendo Sir aparciado. Maybe ask yourself if Brazil is
- 8:36talking about it publicly and another nation is already
- 8:39stacking in the shadows. How many other countries are
- 8:42doing this right now? Exactly?
- 8:44Sovereigns aren't stupid. They won't announce it until
- 8:48it's too late. We're about to bring it home,
- 8:50but before we do, look at our lights 3 or 4 times.
- 8:53Maybe I'll pump those numbers up.
- 8:55Those are rookie numbers in this racket.
- 8:56Don't forget to like, subscribe and give us a PAMP and head over
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- 10:06If we get a 25 basis .1 quarter percent rate cut and then no
- 10:11talk of more rate cuts, does that matter to the market?
- 10:14It does matter to the market, and here's why.
- 10:16Let's say the Powell comes out not Friday, but Sep 17.
- 10:19Fed goes 25. He takes the podium at the press
- 10:22conference and says, well, look, we're not going to do this too
- 10:25many more times. Trust me, nobody's that good a
- 10:28salesperson. The market's going to say, hey,
- 10:30guess what? Now we have an easing cycle.
- 10:32They're going to be more, 234 more rate cuts, whatever the
- 10:36number is, we in the market will price more of that.
- 10:39Bonds will run, Equities do well.
- 10:40I don't think Powell can really put that genie back in the
- 10:43bottle. the Fed may turn out to only do one cut, but that's not
- 10:46the initial market move. It's a big rally.
- 10:49Even the Fed is starting to catch on a little bit.
- 10:51People use Bitcoin as a speculative asset, right?
- 10:54It's it's like gold. It's just like gold, only it's
- 10:56virtual, it's digital. People are not using as a form
- 10:59of payment or as a store of value.
- 11:02It's highly volatile. It's, it's, it's not a
- 11:04competitor for the dollar. It's really a competitor for
- 11:06gold. You know, it's that's really how
- 11:09I think of it. We are witnessing the Bitcoin
- 11:11standard being stitched into the fabric of the US financial
- 11:14system right now. So tomorrow Powell steps up at
- 11:18Jackson Hole with the weight of the world on his shoulders.
- 11:20He can hold, he can cut, he can bluff.
- 11:23But here's the truth. Wild Powell dithers.
- 11:26Sovereigns are already stacking Bitcoin in secret.
- 11:29Allegedly, this is how Bitcoin adoption happens.
- 11:32First the individuals families, then the corporations, then the
- 11:35ETF's, and finally the nation states.
- 11:37Private equity giants are buying utilities, typical Black Rock
- 11:41behavior. Governments are seizing money
- 11:43because they say it's not property.
- 11:45Nation states are stacking in the shadows, families are
- 11:48stacking at the kitchen table. And everyday Fiat buys you less.
- 11:51When the levee breaks, the bull run won't just be retail or Wall
- 11:55Street. It'll be sovereign.
- 11:57And you'll be standing front row.
- 11:59Standing because you sold those stupid chairs.
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- 12:25news desk. Don't miss it.
- 12:27Hey, hope you guys enjoyed this one.
- 12:28Don't forget to like subscribe and give us a pamp by sharing
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- 12:36daily. Love you guys, catch you next
- 12:38time if you prefer to go down with the ship.