Latest / Simply Bitcoin / Bonds DUMPING and Bitcoin is SOARING! | Simply Originals
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- 0:00Bitcoin is going ballistic, soaring to a new all time high
- 0:04of 123 K. That means Bitcoin is now up 66%
- 0:09in just seven days. Bitcoin is up 20K.
- 0:12That's right, it's time to wake up.
- 0:15At least it is for those of you who weren't up all night
- 0:18monitoring the situation because Bitcoin going on a straight line
- 0:23higher may signal Bitcoin has entered crisis mode.
- 0:27The bond market is rattling, but make no mistake, Bitcoin is
- 0:32nowhere near a top and it just became the number 5 asset on the
- 0:36planet. GFY Bezos and welcome back.
- 0:40It's Bitcoin all time high day again and I think we know what's
- 0:44coming, don't we? Don't we pour one out for the
- 0:48bears. We got bullish news to get to.
- 0:55First of all, welcome to the greatest show on Wall Street.
- 0:58I think that Wall Street's full undivided attention now is on
- 1:00Bitcoin. And really there's three things
- 1:02that drove this mode, this move. The 1st is that there's been
- 1:06record inflows into the ETF. So last Thursday, 1.2 billion,
- 1:10second highest day. Those ETF's now collectively
- 1:12have over 140 billion. Black Rocks Fund is now almost
- 1:15$90 billion. In about a year, they went from
- 1:18not having a Bitcoin ETF to now they have a top 20 largest ETF
- 1:23in the world. So a lot of inflows there.
- 1:25Second thing is the options expired at the end of Q2 and so
- 1:28all that downward pressure on on Bitcoin obviously goes away.
- 1:31That helps kind of like a beach ball getting put underneath the
- 1:34water, right? Obviously it can pop back up.
- 1:36And then the third thing is that there was a lot of short sellers
- 1:38and you started to see that build up and as they got blown
- 1:40out as Bitcoin ran, you get into this price discovery phase.
- 1:43If you go back to November, we went from 70,000 to 90,000 in
- 1:47about two to three weeks and 70,000 was a new all time high.
- 1:51What we're watching now is we broke through that $110,000
- 1:53range that was the previous all time high.
- 1:56I don't know if it goes to 140, but it sure is going to make a
- 1:58big move here because you are in a true price discovery phase.
- 2:01And how much of this do you think at this point then gets
- 2:03driven by ETF's or do you think it's really more going to be
- 2:05individuals buying, buying the underlying asset?
- 2:08Well, the reason? Why I call the greatest show on
- 2:09Wall Street is everyone wants Bitcoin.
- 2:11Like this is no longer a contrarian trade.
- 2:13This is a consensus trade now. And so you have the ETFs, you
- 2:15have the Bitcoin treasury companies, you have retail, you
- 2:17have sovereign wealth fund. Everybody wants Bitcoin.
- 2:20Well, why don't we start with Uncle Larry and I Bit, because
- 2:23this chart is absolutely insane. I Bit has reached a record 76
- 2:29billion in assets under management in under 350 days.
- 2:33By comparison, it took the largest gold ETF over 15 years
- 2:38to reach the same milestone. Probably nothing.
- 2:41And not to be outdone by old stinky, finky Michael Saylor and
- 2:46Strategy have done it again. Now the first public company to
- 2:49hold over 600,000 Bitcoin. Let's dial in those numbers.
- 2:53After the recent $472.5 million purchase, Strategy now holds
- 2:58601,550 PTC. Where's Metaplanet 2O?
- 3:03There it is now. This has been one of the most
- 3:05rapid rises of any company aside from Sailor and strategy.
- 3:09Just look at this now the 5th largest Bitcoin treasury company
- 3:12behind Riot. Institutional demand is at
- 3:16historic levels of anything that ever existed and yet so many are
- 3:21asleep at the wheel. If you guys remember, Sailor
- 3:24gave a presentation to Microsoft on why they should buy Bitcoin
- 3:28and the board unanimously told Sailor to GFY.
- 3:31Now not only has Bitcoin flipped Amazon and become the 5th
- 3:36largest asset on the planet while knock knock knocking on
- 3:39Bill Gate and Microsoft's door, but the legend Satoshi Nakamoto
- 3:43is on route to be the first anonymous richest person in the
- 3:47world when Bitcoin hits 370K and at the current new all time
- 3:52highs, Satoshi is already ranked #11 Now just for fun and to
- 3:56punch Microsoft while they're down, here is the Sailor
- 3:59presentation that Microsoft board members ignored and now
- 4:02they are going to be paying the price.
- 4:04Roll it. Microsoft can't afford to miss
- 4:07the next technology wave. And Bitcoin is that wave.
- 4:11Bitcoin represents the greatest digital transformation of the
- 4:1421st century. It represents digital capital.
- 4:19The global wealth is distributed across assets that provide
- 4:22utility and others that preserve capital.
- 4:26But risk is destroying trillions of dollars of that capital every
- 4:31single year, and investors are turning to digital capital in
- 4:34the form of Bitcoin in order to avoid that risk.
- 4:38Digital capital is economically and technically superior to
- 4:41physical capital, and it represents A revolutionary
- 4:45advance in capital preservation. The asset class itself is
- 4:50growing from trillions to hundreds of trillions of
- 4:52dollars, and it is backed by digital power along with
- 4:57political and economic power. It makes sense for Microsoft to
- 5:02be powered by digital capital, Bitcoins, the best asset you can
- 5:07own. The numbers speak for
- 5:10themselves. It makes a lot more sense to buy
- 5:13Bitcoin than to buy your own stock back, or to hold Bitcoin
- 5:17rather than holding bonds. If you're going to outperform,
- 5:21you're going to need Bitcoin, and those bonds are undermining
- 5:25your options market and your equity liquidity.
- 5:28Luckily, you have an alternative.
- 5:32Public support for Bitcoin is surging, as is political
- 5:36support, as is support for the US Bitcoin Strategic Reserve, as
- 5:42is Wall Street support. And the President of the United
- 5:46States says never sell your. Bitcoin.
- 5:51That's why we're entering year one of the crypto renaissance,
- 5:55and you have a choice to make claim to the past or embrace the
- 6:00future. Divest billions of dollars and
- 6:04slow your growth rate. Invest billions of dollars and
- 6:08accelerate your growth rate. You've surrendered hundreds of
- 6:11billions of dollars of capital over the past five years, and
- 6:15you've just amplified the risks that your own shareholders face.
- 6:19If you want to escape that vicious cycle, you're going to
- 6:22need an asset without counterparty risk.
- 6:26What if you could buy $100 billion?
- 6:28Company growing faster than Microsoft for one times revenue.
- 6:32What if you keep doing it every single year?
- 6:36It's time for Microsoft to evaluate its Bitcoin strategic
- 6:40options. We've created an open source
- 6:43model. You can plug in your own
- 6:45assumptions. You can convert your cash flows
- 6:50and your dividends and your buybacks and your debt into
- 6:55Bitcoin. If you do that, you'll add
- 6:59hundreds of dollars to the stock price.
- 7:02You can create trillions of dollars of enterprise value.
- 7:07You can strip away risk from your shareholders.
- 7:12And you can prosper on the Bitcoin standard.
- 7:16So do the right thing for the world and adopt Bitcoin.
- 7:21That's right, go yourself, Microsoft, and this is the
- 7:25current situation. Bitcoin rising in a straight
- 7:28line, Treasury yields rising in a straight line, U.S. dollar
- 7:32falling in a straight line, gold prices rising in a straight
- 7:36line. What is the problem?
- 7:37What? If you take a look at the chart,
- 7:38it looks like US deficit spending is out of control.
- 7:42And if the surge in gold didn't alert you, well, the Bitcoin bad
- 7:46signal should just look at this. There's two distinct points of
- 7:50divergent April 9th after the 90 day tariff pause in July 1st as
- 7:55the big beautiful bill was passed, it's very clear why
- 7:58Bitcoin is pumping. And not to mention what's going
- 8:01down at the Fed. We're about to have, well, this
- 8:04type of situation, a fired Fed chair appealing for
- 8:07reinstatement, an acting Fed chair that nobody has ever heard
- 8:10of, and a shadow Fed chair eager to Telegraph a very different
- 8:14policy direction. Imagine the policy volatility in
- 8:18that that environment. Bitcoin is sniffing something
- 8:21out and the seeds are being sown and a massive flood is coming.
- 8:25The big print has already begun and we're just getting started.
- 8:30Prepare yourselves because another 0 is coming.
- 8:34Dear Microsoft board members Peter Schiff and that Peter
- 8:38Zihan and the rest of you, you know who you are.
- 8:42This is your future without Bitcoin.
- 8:46Bruce Kowalski Your monthly Universal Basic income has been
- 8:49deposited into your account. For more information, press
- 8:53details. You have been paid 2000 Central
- 8:59Bank digital tokens. The following fees are being
- 9:02deducted. Accommodation fee, Food ration
- 9:07fee. Recycling fee.
- 9:10Clean energy fee Personal greenhouse gas emissions fee
- 9:16Climate change fee Diversity fee Your current remaining balance
- 9:22is 5 central bank digital tokens and if not spent it will expire
- 9:27in seven days. That fund staying poor Zai hand
- 9:32you Bitcoin in self custody is the only answer to a monthly
- 9:38allowance of Peter Thiel points and a country apparently run by
- 9:42complete degenerates. Degenerates that stole your
- 9:46future from you. And make no mistake, they want
- 9:48it all and they want you to owe nothing and be happy.
- 9:51We're not going to let that happen.
- 9:53Bitcoin or slavery is not hyperbole.
- 9:55At some point the the basic economics really matter.
- 9:59And they matter because not that it's bad that rich people are
- 10:02getting richer, it's bad that everyone else is getting poorer.
- 10:05And it's especially bad the young people can't afford homes.
- 10:09Let me just put a very precise point on this.
- 10:12If you want a measure of how your economy is doing, I
- 10:16personally favor eliminating GDP as a measure.
- 10:19I don't even know what that is. It's clearly not relevant.
- 10:21They tell me Japan has a stagnant GDP.
- 10:23If you've been to Tokyo, it's the single most radicalizing
- 10:26experience you'll ever have because it's just so nice.
- 10:29You lost the war. Really.
- 10:30Can we lose a war and wind up like this?
- 10:32GDP. No, I don't know what even that
- 10:35is. The total economic activity.
- 10:37Oh no, no, my measure is really simple.
- 10:38I got a bunch of kids, can they afford houses with full time
- 10:41jobs at like 2728? And the answer is no way.
- 10:46And the answer is that 35 year olds with really good jobs can't
- 10:49afford a house unless they stretch and go deep into debt.
- 10:52And I just think that's a total disaster.
- 10:54That's a complete disaster. Why?
- 10:562 reasons. One, if people don't own things,
- 10:59they don't feel ownership of the country they're in, and the
- 11:03country gets super volatile because people feel like they've
- 11:05got nothing to lose when you have a lawn.
- 11:08Trust me, you're thinking long term.
- 11:10Second, it's really hard to have a family without a house.
- 11:13It is. It's like super fun to live in
- 11:15an apartment. If you know, there's like a bar
- 11:17downstairs, you're in a cool neighborhood.
- 11:18I'm in the East Village. It's so cool.
- 11:20Try to have three kids. You're not going to have three
- 11:21kids there. You can't.
- 11:22Nobody wants to raise their kids in that neighborhood.
- 11:24Nobody wants to raise their kids in an apartment.
- 11:26People do it. Do they have to?
- 11:27Nobody wants to. People want a little house, not
- 11:30some Mcmansures to a little normal house.
- 11:32That is the actual American dream, and that is what is
- 11:35totally unattainable for young people.
- 11:39And so the only young people in general that you will ever meet
- 11:42who have houses are young people whose parents help them.
- 11:46And God bless their parents. That's a perfectly great thing
- 11:47to do for your kids. But most people's parents can't
- 11:49afford to do that. He's already in debt from their
- 11:52pointless college degree, so that is a national emergency.
- 11:56One of the reasons it's happening is because normal
- 11:59people with normal jobs no longer believe they can win in
- 12:03this system and that all the money is going to the worst
- 12:06people and no one even stops to ask what the hell is going on.
- 12:11But what I'm saying is that our leadership class should say
- 12:13something about it and just assign a moral value to it.
- 12:16And if you're getting rich by loaning money to people at
- 12:20incredibly high interest rates, that's something you're going to
- 12:23have to talk to God about. That is not good.
- 12:26That is not virtuous. That's disgusting.
- 12:28And the fact that nobody feels free to say that, nobody feels
- 12:34like you can just say like 30% on a credit card.
- 12:36Why is anybody paying a credit card bill?
- 12:38You know, because they always say like, if the very rich, if
- 12:41you borrow enough from a bank, you're kind of in charge of the
- 12:44bank because they need you to pay them back.
- 12:47So they're totally happy to negotiate terms with you.
- 12:49But if you borrow a little bit from the bank, those take your
- 12:51house away. So what do people got together
- 12:53and just decided wait a second? 30% interest is a lot,
- 12:55especially since they're pushing credit cards on kids like crap.
- 12:58We're about to bring it home and totally scare the crap out of
- 13:01some bears. Hell, it scared the shit out of
- 13:04me. But before we bring it home
- 13:05today, look at our likes. Three or four times maybe.
- 13:08I pumped those numbers out. Those are rookie numbers in this
- 13:10racket. Don't forget to like, subscribe
- 13:12and give us a pan while we take a moment to recognize our
- 13:15sponsors, powering this show over at the Bitcoin way.
- 13:18At The Bitcoin Way, they'll walk you through all things Bitcoin
- 13:21like it's kindergarten with Satoshi.
- 13:23From setting up your first wallet to running your first
- 13:26node and so much more. No tech skills are needed.
- 13:29The Bitcoin Way has got you covered.
- 13:31If you want $1,000,000 Bitcoin, you have to act like it.
- 13:35Self custody is not optional. That is the revolution.
- 13:39Schedule a free 30 minute consultation with The Bitcoin
- 13:42Way using that link in the show notes.
- 13:44And if you are absolutely sick of being surrounded by Fiat
- 13:47normies, look no further my friends.
- 13:50The Orange Pill app has got you covered the orange pill app is
- 13:53the single largest repository of Bitcoin only events in the world
- 13:57connect with over 16,000 other bitcoiners in real life Bitcoin
- 14:01is better with friends and now you can ZAP them instantly all
- 14:04in one app. What are you waiting for?
- 14:05Download the orange pill app today.
- 14:06Go ahead and meet up and start stacking friends.
- 14:09Who stacks Sats today? All right, Big finish time.
- 14:12And I hope you're all having a good time because we just freed
- 14:17this dude's grandma from captivity.
- 14:19Good job, guys. Oh, and yeah, we have to get to
- 14:21the bears. Shorts annihilated.
- 14:24And apparently one of you sick took the old.
- 14:29It's not about money. It's about sending a message.
- 14:31Quote. Very freaking seriously.
- 14:34How is this not national news? Roll it.
- 14:36New at six, this is a story not for the faint of 4th faint of
- 14:39heart, rather. First, we want to warn you some
- 14:41of the details you might find disturbing.
- 14:44We've also blurred some of the graphic images from this as
- 14:46well, which you're looking at. Here is what San Bernardino
- 14:49County Sheriff's deputies found at the AMPM at Bear Valley and
- 14:53Amethyst roads in Victorville today.
- 14:55Someone had reported finding an object that appeared to be
- 14:58covered in human remains. It is a teddy bear shaped
- 15:02object. It was left on the ground right
- 15:04outside that convenience store. The coroner's office has picked
- 15:07up that item and is now invested.
- 15:09Someone literally Ed gained a teddy bear.
- 15:13I think we can confirm this bull market is different and fixed
- 15:18supply is a hell of a drug. You know power law is cool and
- 15:21all but I bet you're not going to find the Ed game teddy bear
- 15:25signal anywhere else. Prices must go higher.
- 15:28The Bitcoin CEO has spoken. He also told me to tell you the
- 15:33biggest Bitcoin mining event of the year, Mining Disrupt 2025 is
- 15:37heading to Dallas, TX November 11th through the 13th.
- 15:40See the latest innovations, hear from industry leaders and catch
- 15:44Simply Bitcoin at the news desk. We hope to see you there.
- 15:46And don't forget to use promo code simply Bitcoin for 20% off.
- 15:50Hey, hope you guys enjoyed this and don't forget to like
- 15:53subscribe and give us a PAMP share that sound money gospel
- 15:56set those notifications, trust the science and buckle the up
- 16:00because Valhalla awaits. Hey, I love you guys.
- 16:03Catch you next time if you. Prefer to go down with the ship.
- 16:06Thank you.