$100B in Capital Going After $10B in Bitcoin | The Rally Is Coming!

    $100B in capital is chasing $10B worth of Bitcoin. Michael Saylor calls it a supply shock for the ages. Paul Tudor Jones calls Bitcoin “unequivocally the best inflation hedge.” We do the math… and the math is bullish.

    The US national debt has now exceeded GDP for the first time since World War II. Not our words. PTJ’s words. And when one of the greatest macro traders alive says hard assets are the only play in a sovereign debt bubble, you listen! You don’t want to miss this one!!

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    Chapters:
    0:00 – Sovereign Debt Bubble: The PTJ Warning
    0:47 – JPMorgan Exposed
    1:51 – They’re Still Lying About Bitcoin
    2:29 – Why Bitcoin Is Perfect Money
    3:30 – Paul Tudor Jones: The Crisis in His Own Words
    6:12 – Hard Assets & Lost Decades
    7:00 – Bitcoin Vegas 2026: Best Clips You Missed
    9:30 – Saylor: $100B Hunting $10B in Bitcoin
    11:00 – Supply Shock for the Ages
    12:30 – Stack or Stay Behind

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    DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.

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    14 Comments

    1. โ€œRally is comingโ€. Uh huh. Sure. ๐Ÿ‘Œ. Itโ€™s not going anywhere. The ETFs have seen to that.

    2. Zach Nunn, wow what an overconfident fool… Completely stupid… Has no business at a Bitcoin conference… And he says he worked in intelligence? Was he the one that brought in the coffee every morning?

    3. 11:04
      Steak 'n Shake has adopted a "Bitcoin-first" strategy, holding approximately 161.6 BTC in a "Strategic Bitcoin Reserve" as of early 2026. Following the adoption of Lightning Network payments in May 2025, the company added $10 million in Bitcoin to its treasury, reporting over 2 million new customers, increased same-store sales, and 50% lower transaction fees.

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