Is A Bitcoin Supply Crisis Incoming? Michael Saylor Is Buying Everything!

The episode explores the growing momentum behind Bitcoin, driven by Michael Saylor's unprecedented buying spree through his company STRC, which has purchased over 23,000 Bitcoin in just two days, raising $1.76 billion. The host frames this as a 'supply crisis' in the sense of a structural shortage of available Bitcoin, fueled by transparent, relentless institutional demand. This narrative is amplified by Goldman Sachs filing for a Bitcoin income ETF, signaling the financialization of Bitcoin into mainstream investment products. The episode also covers Kraken’s confidential IPO filing and a strategic $200 million investment from Deutsche Börse, indicating deep institutional confidence in crypto infrastructure. On the macro front, Peter Cheer joins to discuss the ongoing Iran conflict, arguing that the U.S. lacks the political will for a decisive outcome, leading to a half-baked solution that may weaken long-term strategic posture. Both hosts express cautious optimism about markets, citing a 'prosecution for security' trend—global re-industrialization, domestic chip production, and energy independence—as the real driver of long-term value, with Bitcoin emerging as a key asset in this new paradigm. Despite market noise and volatility, the core thesis is that Bitcoin is becoming a foundational asset in a world increasingly focused on sovereignty, security, and supply chain resilience.