Strategy Buys 4,000 Bitcoin in 30 Minutes | Bitcoin's Price Floor Just Changed FOREVER

Bitcoin ripped to 76,000 yesterday. Sailor told you to think bigger. And then he bought a billion dollars of Bitcoin in a single day. 4,000 Bitcoin in 30 minutes. Black Rockck snagged 250 million in 48 hours. Morgan Stanley is a buying and Goldman Sachs is about to have some Bitcoin bags. So, what the hell is going on? Well, if you haven't been paying attention, you see this chart. That's Bitcoin crushing gold as a safe haven since the Iran war. And the orange man may have done it. US President Donald J. Rutherford Trump tells Fox News that the Iran war is over and that the US achieved victory, but this time it really looks like possibly it's more over than last time. They're hugging now. See, that's a good sign. And Bitcoin's pump gives credence to this as well. And just a couple weeks before he asked to GFY anyway, Trump floats firing Powell again. I mean, are we back? Kind of went off the freaking rails for a while. While lower interest rates are on the horizon, straight from the president's mouth, and Kevin Worsh's term as Fed chair is set to begin. So, is the rally just beginning? Well, based on what Sailor just said, no one, including Tim Draper and his massive eyebrows, are bullish enough. Nobody. I'm reporting to you now at the turn of the tide. Welcome back, and you better get strapped in. Why? Well, we have a total addressable market greater than gold to catch. And the G-forces will grab you by the boo boo. Now, what's that do to Bitcoin? Well, we're buying all of it. Okay? Uh, in the week from March 2nd to March 8th, we bought one. There were 221 million of Bitcoin produced by all the miners in the world, and we bought 1.7x that much. And the following week, we bought 5.3 Bitcoin for every Bitcoin created by a minor. So, we're in essence, we've created a synthetic minor. We're mining all of the Bitcoin in the world. When we're doing it with a credit instrument, we're doing it for free. Okay? All you got to do is believe that Bitcoin is going to appreciate 11% a year or more. And what we've done is we've acquired $1.1 billion worth of Bitcoin at no cost to our shareholders. So, let's break down what Gigachad just did and what he's going to do. Because this will not be his only billion dollar purchase. Make no mistake, here's the numbers. Strategy still has 49 billion in ATM capacity to buy more Bitcoin. They're not slowing down. Michael Sailor's Strategy bought over 7,000 Bitcoin in just two hours. That's 58 Bitcoin a minute. One Bitcoin per second. You know, we've we've gone around the world talking to companies about buying Bitcoin. Well, what I've concluded is that Bitcoin for corporations is stretch. Like if you go to most companies with hundreds of millions of dollars of capital and working capital, it's probably easier for them and better for them to buy Stretch than it is to buy Bitcoin. It's very difficult for them to convince the board of directors that they should buy a 40V asset that with no cash flows that they have to mark the market every quarter because it might screw with their P&L. But on the other hand, convincing the board of directors that they should actually collect two or four times more cash flow and not have volatility, that's easier. It's like instead of you taking a hundred million and buying Bitcoin and getting on the roller coaster, just give me the 100 million. I will accept all the risk. I will accept the roller coaster. I'll overcolateralize it. I will give you the 10 or 11% uh yield back. I'll solve the tax problem. and I promise not to sell the Bitcoin and and so we're in the business of not selling Bitcoin. We got very good at it. We have a PhD in hodling, you know, and so I figure why don't we just hodddle for the thousands of companies instead of try to convince everybody else to do what we're doing and convince their shareholders and their board of directors. Let's go ahead and slow this down to let it end for the differently aabled. In roughly 30 minutes of trading, Strategy bought around 4,000 Bitcoin based on last week's capture rate above a hundred bucks. That's approximately $32 million deployed. And here's the part that should break our brains. That money never has to come back. It's not dead. It's gone into Bitcoin forever. Now, take that 302 million, apply a 25% CAGGR, and I want to be clear, that is below what the Bitcoin power law suggests. We're being conservative here. After 10 years, that's 2.8 billion. The cost, a fixed 11.5% dividend paid in fiat. Depreciating fiat. Well, the Bitcoin appreciates over a decade. That dividend runs 347 million. So, let's do the math. 2.8 billion minus 347 million. 2.5 billion captured from half an hour of stock market activity. Sailor just built an on-ramp, a legitimate institutional on-ramp straight out of the 3% fixed income world. We're talking about the largest pool of capital on the planet. Pension funds, bond investors, people who've slowly been getting robbed by governments going insolvent, and the exit door just opened. You are still early. I know that's getting harder to believe, but you are. The question is whether you're still going to be saying that in 10 years or whether you did something about it because it would be a real shame if everybody started to figure this out. If this machine maintains its current pace and there's no structural reason it won't strategy hits a million Bitcoin before the end of 2026. That's a supply shock. A permanent one. The kind that doesn't reverse. The kind that gets written about in history books that nobody reads anymore because the education system collapsed. But that's another video. The price floor for Bitcoin appears to be a credit-based acquisition engine run by a man who has publicly stated he will never sell. They changed the game and they didn't ask permission. Now, let's get to this because, well, game theory. Uncle Larry sees what's going on and Black Rockck scooped up just a humble quarter of a billion dollars of Bitcoin in 48 hours. Kind of smells, feels, tastes like the momentum has shifted. And let me tell you a little something about Momentum. An old ball coach told me. Lady Momentum is a she'll go to whoever wants her most. That guy was absolutely awesome. He was bald. He had this one eye that was kind of crazy. Went over there. Freaking hilarious. Except one time he had us do like 125 updowns at one one time. Coach had the momentum that day. Now what does this have to do with anything? Well, nothing really. But back to Uncle Larry. Oh, that's it. That's it. He doesn't want to lose. Uncle Larry, he wants the momentum. And so we have a little bit of hungry hungry hippos going on. And the tide turned on news of Trump really pushing that the Iran war is over. We won. And the violence of the move this time in oil, in Bitcoin, in the S&P tells us, well, it tells me we may actually be closer to that than before, as well as the president's statements permanently opening the straight of Hormuz. Situation will never happen again. And Xi and Trump about to hug it out. And that's not all. We have lower rates on the horizon. And we're getting a few more punches in on old J Pal before his term is up. But yes, interest rates will drop once Kevin Worsh becomes Fed chair, allegedly. And on the day that Kevin Worsh becomes the chair and the full power and strength of the money printer is unleashed, this will be Bitcoin. Probably the stalk market, too, if you're into that sort of thing. But it's going to be beautiful. The omega candle, the prophecy. That's right, the prophecy. We think that we will no longer have US dollar dominance o over the long period but that's over a long period of time >> the ballpark estimate of how you know when bitcoin will replace the dollar >> 10 years 10 years something like that maybe a little less because there will be a moment I mean the good news here is that banks can now hold your bitcoin and your fiat currency and so if you desperately ely you're in a like you see it on social media, hey, we got to get rid of our dollars. We got to buy Bitcoin. You can do it pretty quickly online, but you don't want to be, you know, in line at the banks trying to get your dollars out to put them into Bitcoin when there is a transformation. I mean I think that I think stable coins are going to be a nice bridge to Bitcoin but at some point people are going to say you know why are we you know having governments whenever there's sort of trust in government then great then you know everybody feels like hey that's going to be great we're going to use their currency everything's going to be fine but that pendulum swings back and forth from trust and no trust to trust and no trust. And in seemingly in both cases with both parties in the US and all parties everywhere, government currencies create inflation and that means and if that inflation goes too high, it becomes self-fulfilling. It becomes hyperinflation and then nobody wants your currency. So yeah, I think there will be a moment in time when when there's less trust and there's a need for a global currency. There there's a need for free trade everywhere. So this is a time I mean you I think people should buy it now. So, when Morgan Stanley and Goldman Sachs start aping in, don't be surprised because it looks like they saw something that the rest of the world saw, and things are starting to get a little interesting. It's getting spicy. Paper Bitcoin may be suppressing us for now. But Bitcoin breaking off people's arms and shooting to 400K is kind of like nature's response. >> Paper Bitcoin by definition involves a counterparty. The only form of pure money that is well the only two forms don't involve a counterparty are Bitcoin and self-custody and gold and self-custody. And so, you know, you can play all these paper games until, you know, somebody's arm gets shot off or blown off and then it's not fun anymore, right? And so, as Caitlyn Long says, you know, some GI is going to fail because they're going to be on the wrong side of the Bitcoin paper trade. And I think that's possible. And so, you know, that's and it's the paper, by the way, that's creating the rough ride. and the ups and downs and I mean we should probably be higher right now than we are but the paper you know the paper Bitcoin has suppressed us but guess what that works in both directions when the paper when when the people who are short that paper realize they're in a world of trouble and have to turn around and buy coins that don't exist that's how you go from 67 to 400 and that's and that's coming I mean that that move is coming so you know >> tell me when you sooner than sooner than a lot of people think. And I think I mean really the only remaining criticism of Bitcoin as money is its volatility. That's really the only remaining one. And I think it is generally speaking going down over time. But you know the paper games are going to have to die and we're going to have to see more and more organizations that are involved in paper coming a cropper and they will. I think they will. Um and I you know so I I don't I don't worry about you know Bitcoin becoming gold 2.0. 0 from a paper point of view, I don't think it'll happen. So, >> gold and Bitcoin and self-custody, that's what matters. And if we're on the cusp of this, you need to get your Bitcoin off the exchanges yesterday. Let's take a brief moment to recognize our sponsors powering this show before we bring it home today. Bitcoin held in self-custody cannot be frozen, seized, or restricted. Hardware wallet, your keys, your coins. The Bitcoin ways set you up with ironclad self-custody, proper hardware, your own node, full-on chain verification, so your Bitcoin is actually yours, not your bank's not an exchange, is yours. Their team guides you step by step until you mastered it. Oh, and they can help you with privacy phones, plan B, residency, and so much more. No single point of failure standing between you and your generational wealth. Book your free 30-minut consultation right now, scanning that QR code or clicking the link in the show notes and begin your journey towards sovereignty today, the Bitcoin. Oh, and hey, if you ever need liquidity, you can make loans to yourself and pay them off on your own time. Here's something a lot of Bitcoin people never figure out until it's too late. You're sitting on wealth you can't touch without selling it. Selling means taxes. Selling means exiting your position. Selling means losing. Letin fixes that. Bitcoinbacked loans. You keep your stack. You get cash and you repay whenever you want. Zero penalties, zero monthly payments. And right now, Ledin just dropped their lowest rates ever. No fine print, no complexity. The larger the loan, the lower the rate. And you see every number upfront before you even apply. Here's why I trust them personally. Your Bitcoin is custodied at all times, never lent out to generate my interest. You get auto topup protection, LTV alerts, and partial repayment options. So, you stay in control through any market condition. That's not marketing. That's literally 10 billion in loans across eight years with a perfect track record every market cycle. Not one client's funds have been lost. Don't choose between a great rate and safety of your Bitcoin. Let gives you both. Scan the QR code or click the link below and head to led.io today. All right. So, Bitcoin outperformed gold during the most critical moment of the like past decade. And that's not happen stance. And the news we see now coinciding with this also not coincidence. The truth is, as Bitwise CIO Matt Hogan puts here, Bitcoin's total addressable market is bigger than basically anything we've ever seen. And it's going to overtake gold. We've been talking about flipping gold. That's been the thesis. That is it's happening. That's been the argument. It's a process. 34 trillion addressable market. Bitcoin captures a slice of it. Do the math. But the bitwise CIO like Michael Sailor says think bigger. Iran the straight of horror moves. The moment a country proposed charging Bitcoin tolls on international shipping lanes. Bitcoin didn't just show up as a store of value. It showed up as money. Actual functional apolitical money that no government can freeze, seize, or sanction away. Matt Hogan's words, not mine. In a world where countries have weaponized their financial rails, Bitcoin is emerging as an apolitical alternative. That's exactly what it is. So now the question isn't just does Bitcoin eat up gold's market cap. The question is does it eat the dollars too? Because if the answer is yes and today just gave us more evidence that that might be the case than the million dollar price target isn't a ceiling. Bit Bitwise said it themselves. We may need to revise our targets higher. And while the world is still arguing about whether Bitcoin is a scam, Sailor is running a machine that prints Bitcoin acquisitions every 30 minutes. Black Rockck is buying. Morgan Stanley is buying. Goldman is getting bags. You're still early, but the window where that sentence still means something. That's closing. Stack accordingly. Wait, the hell? Look at our likes. >> Three or four times maybe. >> I got to pump those numbers up. Those are rookie numbers in this racket. Hey, Bitcoin protects your wealth, but it won't keep you connected when the grid goes down. But thanks to our friends over at SAT123, they've got you covered. SAT123 fixes all that. Satellite phones, Starlink kits, Faraday bags, and backpacks built for people who take sovereignty seriously. Use code simply at sat123.com for 15% off. That's sat123.com. Use code simply at the checkout. Head there, do it now. Pay the like toll. Subscribe if you haven't and give us a pamp. Share this episode. Comment. Let us know what you think down below and set those notifications. We got a lot of great stuff. Couple surprises coming your way possibly tomorrow. So stay tuned and I'll catch you all next time. Love you guys. Peace. >> If you prefer to go down with the ship, you