Episode notes
Saylor is buying 715 Bitcoin every single day. The four-year cycle? Gone.
Here's what that means for everyone still waiting for the bottom.
The S&P 500 just crashed 10% in two days. Oil spiked above $105. Trump issued the most aggressive geopolitical threat crypto has ever had to price in. And Bitcoin? Down 1.5% — then right back above $72,000.
This isn't a coincidence. It's a structural shift.
Michael Saylor and MicroStrategy now hold 766,970 Bitcoin — roughly 4% of the total supply — and they're buying an average of 715 BTC per day. That's 159,000% of the daily mined supply. BlackRock accumulated ~8,484 BTC year-to-date. Saylor accumulated 89,599 in the same window.
The capital flows have changed. Halvings don't drive price anymore. Retail sentiment doesn't drive price anymore. Institutional capital does. And it never stops.
Charles Schwab — $6.2 trillion in client assets — is launching direct spot Bitcoin trading in H1 2026. The infrastructure is being built in real time.
The bear market in price doesn't match the bull market in fundamentals. That gap is exactly where conviction gets built.
The cycle is dead. The institutions are buying. Keep stacking.
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