@CoinCornerDanny@jimcramer Is it not first in first out in terms of selling. So if he sold is it not one of the first Bitcoin he purchased which would be in profit?
> U.S. Navy admiral says Bitcoin is essential to national security
> U.S. military is running a Bitcoin node
> Treasury Secretary demanding the Clarity Act is passed
> Michael Saylor just bought $2.5 billion in BTC
> Bitcoin is rallying out of a 50% drawdown
Bottom is in 🤝
JUST IN: 🇺🇸 Four-star military officer Admiral Samuel Paparo confirms the USA is running a Bitcoin node.
"We have a node on the Bitcoin network right now. We're doing a number of operational tests to secure and protect networks using the Bitcoin protocol."
Full interview with @profplum99 on why the financial system will break down over the next 2 years.
(00:00) Why The System Feels Broken
(01:58) War Hits Your Wallet
(06:22) Power And Control
(10:45) Retirement Was Rewired
(15:55) The Market Tipping Point
(20:08) Why Nothing Works
(24:00) Capitalism Got Captured
(33:28) The Real Problem
(35:47) AI Changes Everything
(44:00) The Fed Is Trapped
(51:12) The Credit Unwind
(59:47) What Happens Next
GLOBAL BITCOIN SUPPLY SHOCK - THE $3M BTC SCENARIO
Something historic is unfolding in the Bitcoin market.
Not retail hype.
Not ETF speculation.
A global Bitcoin accumulation race has begun.
Corporations.
Institutions.
Sovereign funds.
Even nation-states.
All competing for the same scarce asset.
And the math behind it points toward a scenario many investors still believe is impossible:
$3,000,000 per Bitcoin.
Let’s walk through the numbers.
Bitcoin’s total supply is permanently capped at 21 million coins.
That number will never change.
But the real circulating supply is far smaller.
Over the past 15 years, millions of coins have effectively disappeared from circulation.
• ~3–4 million BTC are believed permanently lost
• Millions more are locked in deep cold storage
• Long-term holders now control the majority of supply
Which means the tradable supply may be closer to 14–15 million coins.
And every year that supply becomes tighter.
Now compare that to the scale of global capital.
The world currently stores wealth across several massive markets:
• Gold: ~$36 trillion
• Global Real Estate: ~$393.3 trillion
• Global Equities: ~$127 trillion
• Global Debt Securities: ~$144 trillion
• Global Sovereign Bonds: ~$133 trillion
• Global FX Reserves: ~$12.94 trillion
Combined, these markets represent over $800 trillion in global capital pools.
Bitcoin is competing with all of them.
Now let’s start with the simplest comparison.
Gold.
For thousands of years gold has served as the world’s primary reserve asset during times of monetary instability.
Central banks hold it.
Sovereign wealth funds hold it.
Investors hold it as protection against currency debasement.
But Bitcoin now offers something gold never could:
Absolute digital scarcity.
If Bitcoin were to simply reach parity with gold’s $36 trillion market cap, the math looks like this:
$36,000,000,000,000 ÷ 21,000,000 BTC
= ~$1.71 million per Bitcoin
That alone would represent one of the largest monetary revaluations in modern history.
But Bitcoin may not stop at gold parity.
Because Bitcoin isn’t just competing with gold.
It’s competing with every store-of-value asset on Earth.
If global investors begin reallocating even a small percentage of capital from these markets into Bitcoin, the impact could be enormous.
Just 5% of global real estate wealth moving into Bitcoin would represent nearly $20 trillion.
Just 10% of global equity markets rotating into Bitcoin would represent over $12 trillion.
And if Bitcoin absorbed a meaningful share of global reserve assets, the numbers become staggering.
If Bitcoin reached roughly $63 trillion in total market value, the math becomes:
$63,000,000,000,000 ÷ 21,000,000 BTC
= $3,000,000 per Bitcoin
Suddenly the idea of $3 million Bitcoin no longer looks extreme.
It looks like basic monetary math.
And the early signs of this supply shock are already appearing.
This morning Michael Saylor’s Strategy announced another massive Bitcoin purchase.
Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin.
As of March 15, 2026, the company now holds:
761,068 BTC
Acquired for approximately $57.61 billion at an average price of ~$75,696 per coin.
That means a single publicly traded company now controls over 3.6% of the entire Bitcoin supply.
And Strategy’s playbook is now being copied around the world.
Corporations are beginning to adopt Bitcoin treasury strategies.
Public companies.
Energy firms.
Technology companies.
Even sovereign governments.
Meanwhile spot Bitcoin ETFs continue absorbing supply on behalf of institutional investors.
At the same time, the rate of new Bitcoin entering the market remains fixed.
Bitcoin miners currently produce only 450 new BTC per day.
At current prices, that represents roughly $30–$35 million worth of new supply entering the market daily.
But institutional demand can overwhelm that supply quickly.
A single billion-dollar purchase can absorb weeks of global mining supply in one transaction.
And when that happens repeatedly across institutions, ETFs, corporations, and sovereign investors…
The result is a classic supply shock.
Demand accelerates.
Available supply shrinks.
Prices move dramatically higher to rebalance the market.
And according to JAN3 CEO Samson Mow (@Excellion), the next phase may already be beginning.
He calls it:
“The Great Rotation.”
A global shift where capital slowly rotates out of gold and into Bitcoin as the superior digital reserve asset.
For thousands of years, gold dominated the monetary system.
But Bitcoin introduces something humanity has never seen before:
A perfectly scarce monetary asset.
No government can inflate it.
No central bank can print it.
No new supply can ever be discovered.
Only 21 million coins will ever exist.
If even a fraction of the world’s $800+ trillion in global capital pools begins rotating into Bitcoin…
The price adjustments required to absorb that demand could be enormous.
And in that world, the path toward $3 million Bitcoin may arrive far faster than most investors expect.
The global Bitcoin supply shock has already begun.
@ReginaDo That's because it then forced people to invest in property, which created speculators and caused scarcity, increased prices and pushed people out of the market. Inflation is the biggest robbery in the state as peoples hard earned money from years ago is now worth far less.
@davidmcw Thanks David.
Looking forward to a similar podcast when it crashes from 210k to 130k in a few years time and Bitcoin has still outperformed everything else over a 5 year time horizon.
BTW why do you never talk about a long time store of value property.
If you feel like many of the biggest, most confident voices in Bitcoin seem to come from a different universe…you’re not imagining it.
A large share of the people who shaped this space early were stacking or mining Bitcoin between 2011–2016, when prices ranged from single digits to a few hundred dollars.
In that era:
• Buying 10-50 BTC was realistic for middle-class earners
• Mining from garages and dorm rooms was viable
• A few thousand dollars could (and did) turn into tens of millions
Someone who accumulated 50 BTC at $100 had a $5,000 cost basis. At today’s prices, that’s multi-million-dollar wealth. Some early miners and builders didn’t stop at dozens…they accumulated hundreds or more. Many of the most visible voices today are, understandably, speaking from that position of extreme asymmetry.
That matters for expectations and market sentiment.
If you arrived in 2017 or later like I did, Bitcoin didn’t offer the same math. The market was already larger. Price discovery gave way to adoption. The upside didn’t disappear - it just stretched out in time.
If you came into Bitcoin in the last ~5 years (and you weren’t already wealthy & have the kind of funds to quickly “catch up” by buying in size) then the experience can feel even more lopsided. You’re watching people talk from a position of owning hundreds of bitcoins… while you’re trying to build your stack one disciplined purchase at a time.
The bear markets and downturns can be more difficult to stomach.
But that doesn’t mean you “missed it.”
It just means you’re in a different cohort (and you’re not alone). Most people don’t own ANY bitcoin at all.
Here’s what didn’t change…and this is where the opportunity still lives:
***Bitcoin is still in the early innings of becoming a global monetary asset.***
Today it’s roughly a $2 trillion network competing with:
• $30 trillion in gold
• sovereign bonds as stores of value
• monetary systems that lose purchasing power by design
This is not a short-term trade. This is a multi-decade repricing.
For this cohort, Bitcoin isn’t about waking up rich one cycle.
It’s about:
• making saving work again over a long horizon
• protecting purchasing power in a world of nothing-stops-this-train permanent deficits
• preserving optionality as currencies are debased and systems shift
• owning private property that can’t be confiscated
Early Bitcoiners were rewarded primarily by price discovery.
Later Bitcoiners are rewarded by duration, conviction, and discipline.
Less euphoria, yes.
But more permanence.
Different cohort. Same asset.
And still very early where it actually matters.
@PaulTreyvaud What is your solution to the cost of living crisis?
Inflation is not solely the governments doing but a monetary problem in the EU, US etc.
Giving people grants and subsidies does not fix it.
@RealKeithWeiner@dueyfromstlouis It's been a great store of value for me. The cash still in the bank has less purchasing power while my Bitcoin buys me more... Embracing the volatility along the way 💪
@Nick_Delehanty Mitigate this by saving in Bitcoin which has beaten inflation over the last few years and will continue to do so ...put your wealth into hard money for God's sake.
@BlackRock@Zurich when will you allow Bitcoin exposure to pension funds for your EU clients. I know of some starting to move their funds out and into a PRB.
Vanguard was the last wall standing.
They mocked ₿, ignored it, even removed futures from their platform.
Now they are opening the doors.
This is surrender.
When Vanguard gives up, the match is finished.
The most solid form of money ever created made the most cautious asset manager on the planet accept reality.
Gold needed generations to reach Wall Street.
Bitcoin did it before its 20th birthday.
The question is no longer about possibility.
The question is how much exposure every institution will take.
The printers are warming up.
Cuts are coming.
QT ended.
Even Vanguard chose Bitcoin.
There are only 21M units.
The world will figure this out in waves.