Institutional investors like MicroStrategy and BlackRock have collectively accumulated approximately 1.6 million Bitcoin over five years, representing nearly 100% of all newly mined supply, which creates a supply shock dynamic where the market absorbs selling pressure while institutions quietly accumulate, potentially driving future price appreciation as the available supply becomes increasingly concentrated among long-term holders.
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Michael Saylor koopt 5 Bitcoin per minuut, dat is insane guysAdded:
We get to go all out for another whole week. So that means a lot of money can be turned again, and many nice trades can be entered. And of course, we're going to focus on the news update again, just like you've come to expect from me. So I'm actually really looking forward to starting right now.
Um, so we're not going to wait any longer either, and we're actually going straight in. Of course, I see a lot of speculation surrounding um, what is it called? The eh the Hanta virus in Hubrew slang as used in Israel. Hanta means scam, nonsense, lie or something fake. Wow, that's wild, Grock. Thank you.
Yes, but anyway, we're going, uh, we're moving on. Um, let me just check.
This is about, uh, that New York government, but I'm not in the mood for that right now, because we all know it's a crazy sketch anyway. Okay, [laughter] this is actually funny too. Gian is a very good morning. It's good that you're here.
Um okay. New Coinbase Kraken and Gemini lobbed to strip antimarket manipulation provisions from the clarity act. Hm.
Antimarket manipulation.
Let's take a look at what, uh, exactly is meant by this. " It's true," says someone with a whole block of text that we cannot verify.
Ehm the disputed provision would require exchanges to list only nonmanipulable digital assets. According to reports, the exchanges argued the wording was too broad and could make it much harder to list smaller or newer crypto tokens.
with lower liquidity. Their concern is that many early stage crypto projects naturally have tin trading volumes at launch. If regulators apply strict anti-anipulation standards from day one, exchanges fear a large part of the altcoin market could become unlistable in the US. Yes. Okay. So there is some logic to that as well, if I read it that way. We can also just take a quick look here to see what it says. Regulatory consistency. CFTC already applies similar tests to future prediction markets. Exempting cryptospot could create loopholes for signal lighter touch rules for an industry with a history of issues. Critics see this as self-singing for big exchanges wanting to list more assets to drive volume/fees.
Broader public interest. Stronger upfront safeguards support the bills goal of comprehensive oversight. weakening it might prioritize industry growth over consumer safety especially for smaller investors drawn to hyped small cap tokens the risk of overage and uncertainty the standard could also create a defecto veto power for cftc chairs or staff leading to arbitrary enforcement this might push trading offshores to less regulated venues or into eh blab blah blah yes [clears throat] so I eh understand eh both parties understand it from the consumer's point of view. Because a lot of consumers, a lot of retailers are just [ __ ] [ __ ] too. When I look at the kind of people generally attracted to the crypto market. And I love the crypto industry. I am a fan of it. I would recommend it to everyone.
It is, uh, what I have based my whole life on. But if you look at the average EQ of people in general, and especially those entering the crypto space with certain expectations, then I do understand that the consumer needs to be protected. This is the reason why there are sometimes protective, uh, uh, user manuals on products with sachets uh on them that say: "Do not put this in your mouth and do not eat it."
Those same people can also invest and yes, well, uh, those same people can also vote.
So there is more to be said about that, uh, that battle man, but unfortunately, we have to deal with it. Uh, on the other hand, I naturally encourage and uh support the industry. So I'm like, yeah, we're just dealing with a technology where everyone is able to make coins, but also, um, let's say, offer them. So at the moment that, let's say, on a regulated market you can't access certain techniques where there might actually be, uh, what is it called?
Development is about moving forward. Yes, then as an early investor, you actually want to be part of that too. And if you can't invest in that because that asset class or that token or that project doesn't meet certain standards yet, well, then that whole, uh, idea of the, uh, gets lost again. So then you would either have to do that yourself—and then it really is DeFi, because you aren't doing it on a central exchange, but yourself. Um, so yeah, it is, uh, it is a difficult one. It's a difficult one, but I always feel like, yeah, let people be responsible for the things they choose themselves. So I would say [ __ ] the consumer. But anyway, that's me and of course I understand what I'm doing, because, uh, on the other hand, it 's also, of course, a lot of those stories where people just send a whole lot of savings to some... yeah, Indian, because they think she's a hot girl. So yeah, there is, uh, always something to say about that. Nicolette, good morning Mark Ken, everyone, Ronnie, Juri, everyone, uh, welcome. We're going, uh, we're moving on. Coinbureau says: "Latest banking groups are reportedly pushing last minute changes to the stable coin yield compromise per Bloomberg." Yes. Um, we'll see uh if that uh really turns out well. I think so.
Yes, this is indeed a very old post from Bitcoin is my save word. December 2020.
I doubt if it is one of the last times we heard from him about it, but I believe it was sometime in 2021. I maintain that someone who tweeted so much and spoke so much about Bitcoin in the period from 2020 through 2021. Actually, he was the, I say it often, Rem. In every cycle, you had, so to speak, a number of figures who really shaped and defined the industry. So, regarding Michael Saor, we can actually already see the tweet below calling out his name, and we just saw him pass by as well. That is how Ellen Musk was in the past. So, um, he, uh, something was imposed on him and there has been something like that before.
Ehm wait a minute ehm has there been situations where Elan Musk was not allowed to talk about certain subjects and later transparently shared that he couldn't.
And I am not so much talking about NDAs.
I am really talking about bans imposed by the government or certain agencies on talking about certain things.
I'm not talking about N. I'm talking about gover government government or erm central party bands. Let's see. Court settlement blab blah blah.
ICC Settlement agreement 2018 funding secured case. After Musk Infinet about making Tesla private, he settled with the SEC. The agreement required free approval by a Tesla lawyer for any tweets or statements containing material information about the company. Musk repeatedly and openly called this government imposed muzzle or a gag order fed it in court multiple times including attempts to vacate the settlement and appeals and described this as unconstitutional prior restraint on his speech. He has continued to publicly discuss the restrictions themselves while being bound by it. And that was indeed what I was actually uh referring to.
So indeed not just those NDAs and the like, but where the SCC literally said: "Listen, you simply aren't allowed to talk about these kinds of matters anymore." He half-fucked it back then and got extra, um, hassle from it again. Um, and because of that, I think that that same party—because make no mistake, in that whole 2008-to-present story, the SEC was also having a crackdown on Bitcoin. So I think that uh, some things uh, have stemmed from that. Whether it actually is, I can't prove, but it is too noticeable that it has just, uh, disappeared.
Good morning to you too.
Just in my sailor's preferred stock str eh is now actively buying bitcoin. He is buying over five bitcoin per minute. The printer is back on. You can definitely say that when he's buying more than 5 bitcoin per minute, guys. [ __ ].
Most people are happy if they can scrape together five Bitcoin. And this guy just got it. What did it say, anyway? Every minute.
Every minute vif bitcoin every minute. That is not possible.
Yes, it is perfectly possible. But so that is, let's say, 50 bitcoin every 10 minutes, which originally came out with, uh, with the Bitcoin network.
We're at 3.2 or so now. [sniffs] 25 12.5 uh 6 6 point something three. Yeah, I think we're at um 3.125 or something now. So um [sniffs] yeah, if that keeps going, that supply shock is going to be really mega scary.
New President Trump says he still wants to inspect Fort Knox's gold reserves. I want to see if the gold is there, which I'm sure it will be. Ah, so he is willing to check it, but now he says it's there.
That is a funny funny narrative change. I just want to know, um, where he said this.
He said it sarcastically. Okay, but when did he actually say that last?
Is 7200 Bitcoin per 24 hours. Yes, it is too absurd. It is, uh, a huge amount indeed. Um, wait a minute.
Did he recently as in 2026 say this again? Okay. No, so that was not said again in 2026. So who is this? Coin Telegraph I am actually about to ban CoinZo CoinCoinTelegraph as well with this kind of [ __ ]. Yes. Ah okay. President Trump reiterated exactly some point today. He still wants to inspect Fort Nox God reserve saying I want to see if the god is there which I'm sure it will be. This is the new statement that Coin Telegraph and other outlist just posted about this framing as a repeat still once because he already raised the idea of auditing inspecting the god earlier in 2026 including mentions in February alongside Elon Musk and the Dodge initiative. So yes, he said it again very recently right here. Okay.
talking about earlier they were kind of saying something like that insinuating that it wouldn't be Let's take a look.
Yes, the tone is shipped. Yes, his tone is soften slightly, but it's not a complete reversal.
We're actually going to for to see if the gold is there because maybe somebody stole the gold. If the gold isn't there, we're going to be very upset.
Trump even joked about showing up in the places dry, empty. Maybe it's there, maybe it's not. They were heavily implying it might not be there. Trump still and now later stone, Trump still wants to inspect it and troll in the same left jab, but he is now at the reassuring qualifier. I want to see if the gold is there, which I'm sure it will be. He still says we want to knock down on the door of Fort Knox. I wonder if they left the gold in Fort K because they stole a lot.
Yes, it changed. Look, the reason why they are changing this now is once again all connected to what we have been saying all along, ladies and gentlemen. They want to buy Bitcoin. And how are you going to revalue gold to then buy bitcoin with it if it isn't there? So now they are going to conduct a fake audit to claim that the gold is there. While we know the gold is not there. The gold just is n't there. You cannot go 50 years without ever checking something while it is your most important asset.
That is simply not possible. So there was some cheating there, and so they are moving on.
Because Michael Sailor has been saying it for so long too. The country that prints the fastest and the most is the country that will win the race to Bitcoin. So if you revalue money gold so that there is nothing, only to then buy Bitcoin with it, you are essentially printing without printing. You are creating money again.
You create value again. It is all Fugazi again. So, um yeah, beautiful power play. I think this is really going to be the biggest he in the world. And the moment they actually have Bitcoin in stock, so to speak, what are you going to say then?
Oh yes, that's right. Those reserves are empty, man. Sorry.
Klop was a sketch later. What did you want to do now, then? We have Bitcoin, and that is something most people aren't ready for, man. Okay. Back of David Sex says: "Back of envelope numbers for 1 gigabyte data center."
Uh, let's continue.
Yes, in the Netherlands you get beaten up for, uh, not accepting, uh, asylum seeker centers.
The beginning of the end, but we have known that for a long time.
Breaking, says the Kobes learner. Israel's President Netanyahu says he wants US financial support to Israel to draw down to zero. Yeah, but that guy is still alive, right? I think so. [laughter] Or are these old images or, uh, what are we dealing with? I thought that guy... Look, however you look at it. That man just dropped multiple AI videos.
So if he is still alive, it must have been a test to see whether the public is already capable of detecting AI videos or not.
Because there comes a moment in time when they are simply going to fake the truth.
And we really aren't far from that anymore. And of course, that is already happening fully. Of course, during every war and always, there have been moments of, uh, disinformation and misinformation.
Especially around war. I mean, let's not pretend propaganda doesn't exist, but I think that, uh, it really was a test. And so they are going to test the people more often to see if they can already fully fabricate the truth. Let's see.
And well, what it says simply isn't true. It says so in the community note. So we're going, uh, we're moving on. has come live once. I have no idea. Don't know. I didn't pull it. I also have to be honest and say that I, uh, yeah, am just not interested in what, uh, what that guy says and has to say. So I don't follow it closely either. But it is something where I think, hmm, we really need to check back every now and then between things being said online and what the reality is, right? [sniffs] Okay.
Coindesk's Bitcoin says: "Bitcoin hasn't been digital gold when things have gone bad."
Sharpink CEO Joe Shalom [laughter] in on Bitcoin hatch to crisis on Coinesk live at Consensus 2026 presented by Moonpay. Okay, let's see what this man has to say.
geoltical risk hasptoquid when a war is launched on a Friday night and you can't sell stocks or bonds people are selling what they can which is Bitcoin precious metals.
Bitcoin.
Um yes, justified criticism at this moment in time.
However, he also speaks here under the idea—and he is right about that—that most assets are not yet tradable 24/7. And that people then indeed sell what is liquid. And that is Bitcoin at that moment. We have also seen that over the past, uh, past period. Over the weekend, an attack was often launched for a reason, so that the other markets wouldn't crash and Bitcoin would then naturally, um, be tanking. But we are also dealing with—we see it below.
Ripple JP Morgan makes tokenized Treasury History. The whole world is being tokenized, so soon you will have an equal playing field where stocks, shares, basically everything will simply be tradable 24/7. So that is going to change, first and foremost. In addition, people often say: "It is not a good store of value." Not a good store of value. But it is a good store of value in periods of 4 years. So if you indeed want to store something or keep it for a period shorter than 4 years, then it is not a good store value. At this moment, however, ever since the history of Bitcoin has existed, since it was invented, it has always been a good store of value for periods of 4 years. So that's the interesting part, isn't it?
It is more liquid and therefore less interesting to use as a store of value within 4 years. But if you plan to keep it longer, it has continuously performed better than expected to date, and has even retained value better. So, uh, that's why. I don't feel like getting stuck by those nets, Jael man. So I'm not going to ask Grok that. Okay, let's see. Why pengu is the next dood? an article by Wall Street Bats and shared by Luca Nets who is behind Penguit.
The question can only be answered if you understand what Dodgecoin actually proved and more importantly what it didn't do. Does showed the world that culture can become money. Okay, we'll continue. I do n't feel like hanging around there too long either.
He is losing it.
[music] [laughter] Okay, we'll continue. Let's see.
Max Keer says: "The dumping their US treasury bonds. They're dumping whatever they can and putting it into Bitcoin.
We're going to see Bitcoin be the major winner this sovereign deep collapse globally. Yes, that's how you get to 200 300 400000 per bitcoin. Eh yes, clearly. That's actually what we also say what is to us treasury dois?
Well, yeah, raising rates is what Paul Walker did in 1980 when the debt the GDP ratio had was that that was a possibility and it worked after a massive debt raising of interest rates into the 18 19% right but the debt to GDP ratio right now is you know 10 times at least higher. that's how you get to 400,000 per bitcoin everybody knows it now Paul Tudor Jones Stan Drucken Miller die forslation until mid-2020 accurate forecast or could we see these problems persist into the years after that you know last year Yell said the biggest problem was definitely 40 billion marketed finished his job back 1980 Ronald Rean and Margaret came to office and we had 40 years of lower interest rates finished we have multiple periods of rising interest rates be worse 1970s we see major defaults across the corporate world we see sovereign defaults we see more countries like to make bitcoin out of.
Small context he is just saying there that countries are going to collapse just in the coming period. So in other words the reset actually right new global America on Bitcoin new global monetary standard not the dollar not gold bitcoin yeah I think it is a very old old old video. Um because I assume that this was already shared in uh 2022.
Um but that doesn't take away from the fact that he uh is just right in uh Yeah, exactly. When was it recorded in 2022? I think so indeed. But anyway, people are again Sker, they don't have a paid Twitter account. So I'll just do the work for them. Uh, checking by this effect.
Uh, Grock, when was this posted?
When was this video published made public?
Okay, we're going to uh, we're going to take a look at what uh, what Grock has to say. But still, what he tells us there and says that uh, we're seeing that in play now. Theo, a very good morning. Good to see you here too. Uh, Syria just got reconnected to the global financial system. For the first time in more than 15 years, Visa and Mastercard are now operational in Syria. Just in case you're planning a holiday anytime soon.
Yeah, it's pretty unique, isn't it, that there are actually countries that aren't part of the financial system we all know so well. And that's going to change drastically anyway because we now have blockchain technology. Um, the sanctions soon are completely useless now and they're just carrying on.
Okay, let's just quickly check um if there's a comment yet. Yeah, so this was in 2021, which is what I already suspected.
Um but still it does not change the fact that what is said is facts. Okay, just in. President Trump, I believe in vaccines, but I don't believe that you have to have a mandate for all of them. Let's see, is this recent?
Let's see what he has to say here.
have a mandate for all of the polio vaccine amazing you know wiped it out and I believe in vaccines but you know I think we up to 88 vaccines and I really feel that vaccines if they were given in smaller quantities they want to cut some out and that's good to and I agree with that 82 if you look at Denmark and other countries you have 12 14 I think 17 and we have like82 but little bab glass of of st pumped into their b and I think a very netive thing to do and i would like to see it i'm not do this in terms of bob or not i hope they agree with that but just my opinion i would love to see much spoiler shots like visits to the doctor and i Yes. And uh, he is of course referring to the fact that Bobby Junior who also mentioned, of course, so RFK, um, that he indeed also demonstrates that, uh, a lot of people just get autism because of the number of vaccinations they receive there. Not just the quantity, but also which ones they are administered. And if you compare that to the situation in America, where they apparently receive more than, uh, 82 vaccinations compared to, for example, 13, uh, in Europe.
Yeah.
You might also have to ask yourself what good that is for and why that is indeed not necessary in other parts of the world. Okay. Um, I estimate this is Hotel 15 capital. I estimate the number of distinct individuals who hold one bitcoin in cold storage to be around 850,000 and dropping rapidly.
Part of the 1% guys. Yeah, I, uh, I think it really has to be a goal of yours to acquire at least one coin. That is, uh, that really has to be your game plan. Of course, you want to strive for much more. I think you naturally want to have multiple coins, but I really think that, uh, striving is certainly still achievable right now. Uh, because Bitcoin It's only at 80 grand. Um, it's still very, uh, very doable. You're better off having a Bitcoin in your pocket than buying a house. Um, or even owning a car, and so on. Because sometimes there are people who lease a car worth €80,000, pay it off over, uh, five or sometimes even 10 years, and do n't have any Bitcoin in their pocket. Yeah, big jerk, just an attempt to impress others or to have comfort while driving to your disappointing job where you indeed don't earn enough to just pay off a car, but that it takes you 10 years to feel a little better in your miserable life instead of securing your future. It's, uh, absurd, man. Really absurd. How many people fall for that and, uh, choose it.
Okay. Um, we'll, uh, move on. I ask Grock and Gemini, says Willy Wom, to access the risk of investing in strategies instruments.
Then I asked it to estimate a yield that would fairly compensate the investor for the risk undertaken. B concluded 11.5% was underpaying for the risk. Grock 17 to 22% APY eh and Gemini 16% APY.
Yeah, I eh also just have to say that I eh personally would just buy Bitcoin.
Why would you, say, invest in that SDRC instrument?
I personally am not going to get that. But I do understand that there are a lot of people from the traditional space who find this interesting. But yeah, just get Bitcoin, right?
I'm dying laughing. Yeah, but they do look very eh very much alike.
Okay. Um, this is about Iran still. I don't care.
who sometimes isn't sometimes isn't.
We'll move on.
I think it is time. This was May 8th before the weekend. Senator Lummus with the laser is. is of course a reference to the Clarity Act which is almost here.
Although we are reading mixed reports again today.
Uh well, we'll move on. I think we might be a bit done for today.
Have been live for half an hour already.
Um Kier Starmer is likely to resign within a few days. The Prime Minister of eh England.
I mainly see a lot of there is a lot of old news from the past being reposted today.
New the Bank of England Governor Andrew Bailey says global regulators will have to wrestle with the US to establish international stable coin standards.
Yes.
Yes, I think we are there ladies and gentlemen. It is all reposts.
Justin Michael Sailor says, "If strategy sells Bitcoin will buy multiples more BTC than they sold. Even if we were to sell one bitcoin, be buying 10 to 20 more Bitcoin. Yes, maybe a little bit too, uh, being more precise, I say never be a net seller of Bitcoin. It just wouldn't have been so viral or so catchy to say never be a net seller Bitcoin. I think that in these periods, even if we were to sell one Bitcoin, we be buying 10 to 20 more Bitcoin. So you really talking about a situation where we buy 10 bitcoin, sell one bitcoin, buy n net Bitcoin and continue to Bitcoin. It should be a nonissue after people understand it, but right now it's a colorful area of commentary. Is it possible for you to comment how do you sell on Bitcoin and buy 10? Yeah. So the number one Bitcoin engine is stretch.
billion stril.2 dividend in billion we need to come up 90 million toay dividend you would be in essence you would be buying 30 bitcoin selling one bitcoin yeah so um that way well well we had of course already explained predicted that and then they just carry on.
So, uh yeah, we talked about that extensively during the last podcast, last week. So there you have it. Great news for Costa Rica. Costa Rica's President Laura Fernandez plans to implement the same reforms as the successful president Bukile. Very soon I will inaugurate for a mega prison, but that won't do any good if the judges keep releasing dangerous criminals. Yeah, send it man. Are you fixing this? Costa Rica is a fantastic country too.
Yes, good. I don't understand Spanish. Speaks [sniffs] it alone. So, uh, we'll continue.
In the last five years since August 2020. All kinds of things.
Yes, wait a minute. In the last five years since August 2020, Strategy bumped 818,334 Bitcoin. Black Rock b 821,513 Bitcoin. That is simply 1.6 million bitcoin in total—it says so there as well. Even more so. 1.6 million 39,847 bitcoin. In that same exact time period total mind Bitcoin 1.5 million. So 1.5 uh yeah 1,569 131 Bitcoin. Strategy and Black Rock about 100%.
Why are we still at 80,000 Bitcoin?
[sniffs] Because it is manipulated, ladies and gentlemen. Manipulated, manipulated, manipulated. The big boys want more time to buy. But when you look at it, right?
Indeed, since 2020, the big boys have simply bought up 1.6 million over the past 5 years.
[sniffs] I'm just curious what. Let's take a look at these comments and then we'll stop, because uh, nothing uh is coming up in terms of news anyway. Everyone is, uh, in my opinion, people forget Bitcoin isn't traded in a vacuum. Yeah, Black Rocking strategy bought a ridiculous amount of Bitcoin, but a lot of early holders spent the last few years on loading into strength, too. OG WHs, miners funds and retail taking profits at 70, 90 and 100k. This is indeed a fact; we simply saw it in the data. And 100K was also a level where they have been saying for a very long time that it would become a hit someday. Yeah, back in 2013 they were really, uh, real weirdos.
But back then, of course, people did dream about it. The 100k was really a level. And people thought we would already be going there in 2017. Well, of course that didn't happen in 20, um 20, back then again. Then it didn't happen again. 69k rejection. We should have seen him then, but it didn't happen. And only recently, during the last few days, did we actually go there. So a lot of people just saw that as an afloading anyway. Yes, we can just drop off the bags now.
Hly though the crazy part isn't that Bitcoin is only aroundk is that the market absorbed all of that selling while institutions quietly accumulated in the background. That's actually what we also say, that's usually what accumulation looks like before the next major lack up. It's extremely bullish actually buuse it resembles a coiled spring.
Two buyers. Two buyers observed 100% of all new mind supply and prices until ADK. Yes. And we just said it, didn't we?
Just every what was it? 7,200 Bitcoin per day. Gianis drops it just before we calculate. And well yeah uh guys, [laughter] it’s just, it’s just getting bought up, just taken away.
Long-term holders sold. Look at the distribution of coins versus six years ago because Jane Street still runs it. Don't let the price over a certain level scam because SBR bought zero BT Bitcoin since it was founded because Coinbase still operates as a black box because CZ is happily tweeting about 10.
Yes, but still on the right eh right cap.
Simple, simple, simple.
You just have to focus primarily on the fact that it is taking place at all.
So that institutional investors are simply getting on board, and that in the meantime, everyone still doesn't believe in the top performer. Okay ladies and gentlemen, that's it for today. I would say, like the video. I'll see you tomorrow around the same time. Love, big shoutout.
Enjoy the week, tackle it. And uh, every week brings new opportunities. So, uh, enjoy it. See you later. Love.
Calm. Peace.
[music] เฮ [music]
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