RECENT EPISODES
Sat 7 Nov2510: $1.5 Million Bitcoin FLOODGATES - The $130 TRILLION Housing Market Opens to BTCThe episode examines how Americans may use Bitcoin holdings to qualify for mortgages without selling, bringing Bitcoin into home buying as lenders recognize it as wealth. Adam Back predicts Bitcoin could reach parity with gold this cycle, a view linked to a $1.5 million price scenario; from a stated $75,000 starting price, that would be 20-fold upside, not a guaranteed outcome. The discussion also weighs growing institutional allocations against recent selling and volatility.Fri 6 Nov2509: $1 Million Bitcoin SUPPLY SHOCK - Wall Street Keeps Buying Despite The CRASHBitcoin’s 5% drop to $75,000 and $1.5 billion in recent spot ETF outflows contrast with continued institutional accumulation, including more than 1 million Bitcoin added by spot ETPs and perpetual preferred-stock vehicles in their first year, according to Fidelity Digital Assets. Jay V argues that Bitcoin’s capped supply, the April 2028 halving and possible 401(k) access could fuel a supply shock and eventually a $1 million price, while a large Trump Media transfer adds a possible source of selling pressure.Thu 5 Nov2508: $2.5 Million Bitcoin COUNTDOWN - Michael Saylor's Biggest Bitcoin Supply Squeeze EVERMichael Saylor’s $2.5 million Bitcoin scenario is an illustration, not a timed prediction, while Strategy’s supply-squeeze thesis centers on competition for coins existing holders will sell—not the 21 million cap. The episode examines Strategy’s capital-raising model and growing institutional demand, including reported Citi and Fidelity purchases, and asks whether those flows could absorb available supply.Wed 4 Nov2507: $1 Million Bitcoin RESERVE - Florida & Texas Make HISTORY for BitcoinFlorida’s Bitcoin reserve remains an ambition, while Texas enacted a reserve law with $10 million allocated and an initial $5 million investment through a Bitcoin ETF, not direct BTC holdings. The episode distinguishes these steps from the federal reserve, initially based on forfeited Bitcoin, and examines Senator Cynthia Lummis’s proposal to acquire 1 million BTC—worth about $21 trillion if Bitcoin reaches $1 million.Tue 3 Nov2506: $3 Million Bitcoin WARNING - Citi Just Published Its Guide To Buying BitcoinBitwise’s 2036 Bitcoin scenarios range from $130,000 to nearly $3.7 million, with a $1.6 million base case dependent on assumed market shares—not a certainty. The episode examines Citi’s expansion of client access to Bitcoin ETFs and the host’s view that major-bank adoption could support demand. It also weighs market headwinds: BlackRock’s Bitcoin ETF saw $405 million in outflows on November 2, while Bitcoin stayed above $77,000.Mon 2 Nov2505: $2 Million Bitcoin THIS CYCLE - Michael Saylor & Strive Just Bought MORE BTCStrategy bought 811 BTC and repurchased $208 million of STRC, while Strive added 124 BTC, bringing their combined Bitcoin holdings to 892,451 BTC. Jay V argued that a $2 million Bitcoin would imply a $42 trillion fully diluted market cap and that post-2028 issuance of 225 BTC a day could not quickly meet large institutional buying targets; he stressed the price is not guaranteed.Sun 1 Nov2504: $1 Million Bitcoin EXPLOSION - Michael Saylor Just Signaled ANOTHER BTC BuyStrategy holds 848,517 BTC at an average cost of $75,446, and Michael Saylor’s “room for even more orange” post led Jay V to predict another buy announcement, not confirm one. The episode argues that Bitcoin’s fixed supply and potential institutional demand could support a long-term $1 million price, while noting that the timeline is uncertain. It also examines how post-2028-halving issuance could constrain large buyers competing for coins.Sat 31 Oct2503: $2 Million Bitcoin SUPPLY SHOCK - Satoshi's 18-Year Master PlanThe episode argues that lost coins, long-term holders and institutional buying could tighten Bitcoin’s available supply against annual issuance of about 164,000 coins. It frames $2 million per bitcoin as a possible valuation—not a dated forecast—based on Bitcoin capturing a share of global wealth, and connects the thesis to Hal Finney’s 2009 calculation of Bitcoin’s potential value. Adam Back cautions that adoption speed, capital flows and the addressable market remain uncertain.Fri 30 Oct2502: $6.3 BILLION Binance HACK - Bitcoin's Biggest Test of ResilienceReports put the Binance theft at $6.36 billion, drained in about 20 minutes after an engineer’s laptop was compromised; attribution to North Korean hackers remained contested. The breach implicated centralized access controls, not a flaw in Bitcoin, which fell about 4% and kept operating without changes to its rules. The episode examines custody risks and the challenge of defending against increasingly sophisticated, AI-enabled attacks.Thu 29 Oct2501: $1.6 Million Bitcoin FLOODGATES - Wall Street Is Running Out of BTC to BuyBitwise’s 2036 Bitcoin forecast sets a $1.6 million base case, with bear and bull cases of $130,000 and $3.6 million. The episode examines the modeled demand behind that estimate and argues that long-term holders could leave fewer coins available as institutions, corporations and governments seek exposure. It also looks at indirect routes such as ETFs and treasury-company shares, while stressing that forecasts are not guarantees.Wed 28 Oct2500: $1.5 Million Bitcoin BOMBSHELL - Google Is Building BTC Custody For Wall StreetGoogle is building infrastructure for banks to custody and move crypto, with major financial institutions testing it, signaling exploration of institutional services rather than broad deployment. The episode examines a $1.5 million Bitcoin thesis, which implies a $31.5 trillion fully diluted value—slightly above its estimate for gold’s $30 trillion value—and argues that limited available supply could magnify the effect of new demand. It also cites $286 million in Bitcoin ETF inflows as the price moved above $81,000.Tue 27 Oct2499: $400,000 Bitcoin LIQUIDITY SHOCK - The Fed's Money Printer Is About to FLIPWith U.S. federal debt above $40 trillion, the episode argues that rising debt-service costs could pressure the Fed to add liquidity, though an expansion is not certain. The presenter sees easier financial conditions potentially helping Bitcoin rise from $80,000 to $400,000, as institutional demand competes for limited new supply. The target is framed as a possibility, not a forecast, and depends on liquidity and demand.Mon 26 Oct2498: $2 Million Bitcoin THIS CYCLE - Strive Just Bought $511 Million in BTCStrive CEO Matt Cole says the company bought 6,182 Bitcoin for $511 million at an average $82,700, bringing its holdings to 43,000 as corporate accumulation accelerates. JayV argues that constrained available supply could support a $2 million Bitcoin scenario, while discussing long-term holders and newly mined supply. The episode also examines a Monte Carlo model’s price projections, including its $1.48 million median for 2034, as a scenario rather than a settled forecast.Sun 25 Oct2497: $3 Million Bitcoin ARMS RACE - Pentagon Admits BTC Gives US Power Over ChinaDefense Secretary Pete Hegseth said Bitcoin can project power and the US should secure an advantage over China, while noting classified efforts to enable or counter crypto capabilities. The episode examines a proposed US strategic reserve of 1 million Bitcoin and argues that competition among governments and institutions for a capped supply could fuel a global accumulation race. It also considers a $3 million-per-Bitcoin valuation as a scenario, not a confirmed forecast.Sat 24 Oct2496: $1 Million Bitcoin SUPPLY SHOCK - Saylor Urges Saudi Arabia to Buy ALL Its BTC!Michael Saylor urges sovereign wealth funds in Saudi Arabia, the UAE, and Kuwait to put their entire Bitcoin allocation into BTC, arguing that a fund aiming for $1 trillion could buy $50 billion. The episode explores how Bitcoin’s fixed supply and potential institutional demand underpin a $1 million price scenario, while noting that the cited allocations are possibilities, not commitments. It also distinguishes the proposed U.S. strategic reserve from large-scale government buying, which has not begun.Fri 23 Oct2495: $800,000 Bitcoin TSUNAMI - AI Bubble Collapse Will Trigger TRILLIONS in Money PrintingArthur Hayes argues Bitcoin could reach $800,000 by early 2028 if disappointing AI returns destabilize markets and prompt governments and central banks to expand the money supply. The episode examines the potential chain from falling valuations to credit-market stress and official support, and contrasts fiat expansion with Bitcoin’s capped 21 million supply. It also discusses institutional and state adoption as possible sources of demand, while presenting higher price targets as bullish scenarios.Thu 22 Oct2494: $2 Million Bitcoin WARNING - Fidelity Says It Will Happen FASTER Than You ThinkMax Keiser raises his Bitcoin target to $2.2 million, while Jay V says Fidelity advises investors to prepare for $200,000 “soon,” without giving a timeline. The episode argues that Bitcoin’s capped supply could make price moves rapid if institutional, corporate, and government demand grows. Jay V also shares Arthur Hayes’s forecast that an AI crash could prompt money creation and send Bitcoin to $1 million.Wed 21 Oct2493: $500,000 Bitcoin BUY SIGNAL - The Chart Behind 5,000% Gains Just Flashed AGAINJV says an unnamed on-chain signal that preceded Bitcoin’s 2017, 2021 and 2023–25 rallies is flashing again, supporting his view that the bear market is over and a $500,000 target is possible. He cites Bitcoin’s position relative to its 200-day moving average, ETF inflows and constrained new supply, which is expected to halve in April 2028, as reasons for further gains—while the past rallies do not guarantee a repeat.Tue 20 Oct2492: $600,000 Bitcoin BOMBSHELL - JPMorgan Now Ranks BTC Above EVERYTHING!JPMorgan’s cited annualized return projections put Bitcoin at 10%, ahead of U.S. large-cap stocks, gold and aggregate bonds, but the $600,000 target is the narrator’s bull case—not the bank’s forecast. The episode links that possibility to institutional adoption and shrinking new supply, including the expected April 2028 halving. It also highlights BlackRock’s iBit ETF’s reported $664 million single-day inflow and contrasts ETF exposure with direct Bitcoin ownership.Mon 19 Oct2491: Cathie Wood Calls for $750,000 Bitcoin - Wall Street's Biggest Investors Are PILING INCathie Wood says Ark Invest’s base-case Bitcoin target is $750,000 by 2030, with a bull case of $1.25 million. She says asset allocators are short Bitcoin and long gold, and may begin adding Bitcoin, while the host points to growing institutional and corporate buying amid a capped 21-million supply, with an estimated 16 million BTC held by long-term holders. Visa’s crypto-payment partnership and German banks’ Bitcoin access plans also signal expanding adoption.Sun 18 Oct2490: Michael Saylor's NEXT Massive Bitcoin Buy - $1 Million BTC COUNTDOWNJay V examines whether Michael Saylor’s “We found room for more orange” post signals another Strategy Bitcoin purchase, forecasting a Monday announcement while noting no buy was confirmed. The episode also covers Strive’s accumulation and Bitcoin’s dwindling unmined supply. Saylor’s claims that Bitcoin could reach $1 million as bankers accept it—and $10 million when they call it a good idea—are presented as his predictions, not established outcomes.Sat 17 Oct2489: $1 Million Bitcoin EXPLOSION - Michael Saylor Predicts AI APOCALYPSEMichael Saylor argues that AI could weaken businesses built on human talent and product success, shifting capital toward scarce assets such as Bitcoin, which he predicts could grow 30% annually and reach about $1 million in a decade from $80,000. Arthur Hayes outlines another potential catalyst: government money creation to support struggling AI companies could drive demand for Bitcoin. Near term, the host says it remains uncertain whether Bitcoin can hold $80,000 support.Fri 16 Oct2488: $1 Million Bitcoin SHOWDOWN - Michael Saylor RESPONDS to Wall Street's AttackMichael Saylor challenges MSCI’s proposed rule that could exclude Strategy from major indexes if digital assets reach at least 50% of its assets, warning that it unfairly singles out Bitcoin; any resulting index-fund sales would target MSTR shares, not require Strategy to sell BTC. The episode examines the arithmetic behind a $1 million Bitcoin price and how halvings limit new supply, alongside growing institutional access and Saylor’s expectation that Strategy could eventually join the S&P 500.Thu 15 Oct2487: $400,000 Bitcoin THIS CYCLE - The Final Dip Before The PARABOLIC RALLYJay V argues Bitcoin could reach $400,000 this cycle if adoption and demand outpace its limited new supply, while cautioning that past rallies do not guarantee another fivefold gain. The episode examines Bitcoin’s pullback amid hotter-than-expected US PPI and ETF outflows, with buyers returning above $82,000 and $80,000 support holding. It also weighs potential institutional and government demand against the host’s more ambitious forecasts of a parabolic rally and higher cycle peaks.Wed 14 Oct2486: $2 Million Bitcoin FLOODGATES - $2 Trillion Banking Giant Opens BTC TradingStandard Chartered has launched direct Bitcoin trading for wealthy investors in the UAE and plans to expand to other markets, widening access rather than making a major purchase itself. The episode argues that broader institutional and government participation could drive demand, citing the Middle East’s $5.5 trillion economy and substantial existing holdings in Strategy and U.S. spot Bitcoin ETFs. Its $2 million Bitcoin thesis is a possibility, not a forecast backed by committed funds.Tue 13 Oct2485: $2 Million Bitcoin SUPERCYCLE - The Biggest Wealth Transfer in History BeginsJay V. argues Bitcoin could reach $2 million as rising global demand meets its capped 21 million supply, triggering what he calls history’s greatest wealth transfer. He points to Strategy’s 848,250 Bitcoin and BlackRock’s roughly 800,000 as signs of competition for scarce coins. Michael Saylor cites favorable regulation and growing bank adoption, while other guests offer lower price targets based on different market and policy scenarios.Mon 12 Oct2484: Billionaire Plans $40 Million Bitcoin Buy - Why BTC Is Heading to $1 MillionGrant Cardone plans to refinance properties to buy 500 Bitcoin, a roughly $40 million move that would bring Cardone Capital’s reported holdings to 3,500 coins. The episode examines the borrowing risks and Cardone’s broader shift toward Bitcoin, then lays out the bullish $1 million case based on Bitcoin’s fixed supply and potential demand from real estate and gold markets. It also discusses Strategy’s accumulation and Bitcoin’s positive weekly MACD.Sun 11 Oct2483: Michael Saylor Signals Another Bitcoin Buy - The $2 Million BTC Supply ShockMichael Saylor’s “There is always room for more orange” post was read as a signal Strategy may buy more Bitcoin, though no purchase was confirmed; trackers put its holdings at 848,000 BTC, over 4% of the 21 million maximum supply. The episode considers whether institutional and government demand could create a supply squeeze and raise Bitcoin to $2 million, presenting that as a conditional possibility, not a forecast.Sat 10 Oct2482: $266,000 Bitcoin BOMBSHELL - JPMorgan Reveals Why BTC Is 3X UndervaluedJPMorgan strategists value Bitcoin at a theoretical $266,000—about three times its value at the time—by adjusting its comparison with gold’s investment market for Bitcoin’s declining relative volatility. The estimate is a valuation scenario, not a price forecast, and the episode weighs Bitcoin’s capped supply and potential to capture gold investment demand against sharp losses from leveraged trading.Fri 9 Oct2481: $1 Million Bitcoin Is INEVITABLE - $50 Billion CEO Predicts Massive BTC Price ExplosionA CEO of a $50 billion company expects Bitcoin to reach $1 million by 2030, arguing that institutional adoption could drive demand; his firm favors Bitcoin over gold. Investment advisers manage $146 trillion, yet Bitcoin represents just 0.008% of that capital, though larger allocations are scenarios, not forecasts. The discussion weighs potential demand against Bitcoin’s capped supply and the April 2028 halving, while stressing that neither institutional inflows nor a price surge is assured.Thu 8 Oct2480: $500,000 Bitcoin SUPPLY SHOCK - The Crash Before The EXPLOSIONBitcoin’s exchange supply is at a seven-month low despite a price decline, which the host says could amplify a rally if institutional demand returns and potentially lead to $500,000—not a forecast or guarantee. He argues recent weakness may reflect leveraged liquidations rather than long-term holders selling, and points to wealth-manager recommendations and expanding access as possible sources of future buying.Wed 7 Oct2479: $2 Million Bitcoin THIS CYCLE - Robinhood Just Bought Bitcoin For The First TimeRobinhood’s first Bitcoin purchase for its own balance sheet was $25 million, a signal of corporate ownership rather than a customer acquisition. JV argues that growing institutional and government holdings, shrinking tradable supply and the April 2028 halving could support Bitcoin reaching $2 million, though he gave no timeline. The episode also considers banks’ expanding Bitcoin services and potential AI-driven trading.Tue 6 Oct2478: $400,000 Bitcoin LIQUIDITY SHOCK - The Money Printer Just FlippedThe episode argues that the Federal Reserve’s $1.9 billion liquidity injection supports Bitcoin’s scarcity-driven case. Bitcoin’s correlation with gold is reportedly at a six-year high; a repeat of the 370% rise seen after a similar reading would put Bitcoin near $400,000, but the speakers frame that as a hypothetical, not a forecast. They also point to continued buying by companies and Bitcoin ETFs as evidence of institutional demand.Mon 5 Oct2477: $286 Million Bitcoin BUYING FRENZY - Public Companies Are Loading UpStrategy, MetaPlanet and Strive bought a combined 3,334 BTC in a roughly $286 million corporate buying wave as Bitcoin approached $90,000. Strive’s $169 million purchase of 2,000 BTC brought its holdings to 29,462 BTC, while MetaPlanet held 44,000 and Strategy 848,000. The episode examines how corporate accumulation could continue near $100,000, alongside Bitcoin’s strongest weekly close in more than eight months.Sun 4 Oct2476: $16 Million Bitcoin EXPLOSION - Saylor Says He'll Buy All The Way UpMichael Saylor says Strategy will keep buying Bitcoin from $60,000 to $16 million per coin, calling it “buying the top forever,” and forecasts $49 million within two decades. Strategy reportedly holds 847,666 BTC, more than 4% of Bitcoin’s capped supply, as ETFs, companies, governments and individuals compete for the asset. The episode also examines uncertain bullish price forecasts and expanding institutional access, including Coinbase’s work with advisers at six global systemically important banks.Sat 3 Oct2475: $2 Million Bitcoin Supply Shock - Saylor Is About To Set It OffSamson Mao argues that continued Bitcoin buying by Michael Saylor, companies, Wall Street and governments could outstrip the coins actually available for sale, triggering a supply-driven repricing. He cautions that the 2–3 million Bitcoin held on exchanges includes coins used for liquidity, while long-term holders control much of the supply. The episode also considers the $2 million price thesis, which would imply a roughly $40 trillion market capitalization, not a guaranteed outcome.Fri 2 Oct2474: Bitcoin's 720 Million User Breakthrough - Tether Just Chose BTCTether announced USDT will launch natively on Bitcoin in October 2026, a move the host said could bring Bitcoin-based financial infrastructure closer to 720 million users. The episode also examines strong market signals: U.S. spot Bitcoin ETFs drew $2.39 billion in net inflows during their biggest week of 2026 as Bitcoin moved above $80,000. A proposed Senate bill would establish a U.S. strategic Bitcoin reserve, though it is not an enacted plan.Thu 1 Oct2473: Uptober Is Here - The Road to $1,000,000 BitcoinBitcoin’s roughly 40% third-quarter gain and three consecutive green months fuel the “Uptober” outlook, with Citi lifting its 12-month forecast to $113,000 and JayVee calling $100,000 a realistic October target. The episode weighs those bullish expectations against mixed macro signals and explores the road to $1 million, including long-term forecasts, Bitcoin’s fixed supply, and potential regulatory changes for banks.Wed 30 Sept2472: $1 Million Bitcoin BULL RUN - Every Major Signal Just FlippedJV argues Bitcoin’s bull market has returned, citing a 43% Q3 gain, more than 95% of its maximum supply already mined, and renewed institutional demand as ETFs absorb billions. He expects October strength and tighter supply to support a move above $126,000, and forecasts $1 million Bitcoin by 2029, while acknowledging such price targets are speculative.Tue 29 Sept2471: $120 Trillion Bitcoin GOLD RUSH - Saylor Says BTC Is Entering Hyper-Growth ModeMichael Saylor says the roughly $3 trillion crypto economy is entering “hypergrowth mode,” projecting it could eventually reach $120 trillion if it captures 10% of a $1,000–$1,200 trillion asset pool. The episode compares Bitcoin’s fixed 21 million supply with gold’s estimated 1%–2% annual growth and discusses recent U.S. spot Bitcoin ETF inflows as a sign of demand, not proof the trend will continue.