2451: Bitcoin During War - Iran Just Proved What It Was Built For

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1:01So when peak season hits, you're ready to go. Switch today at shipstation.com, code, audio. Bitcoin is being forced to prove what it was built for. And right now, we're watching that happen in real time. This goes far beyond price or just another bull market prediction. Today, I'm going to show you what happens when Bitcoin becomes something the world actually needs. Check this out. Iran just showed the world what happens when the financial system says no. Bitcoin says yes. When banks are blocked, when trade is squeezed, when the financial system becomes a weapon, Bitcoin keeps a move in. No permission, no banks required, no government gets a veto. This is why Bitcoin exists. Financial Times reports Iran is increasingly using Bitcoin and Tether to help keep trade flowing during the US war and blockade. One Iranian exporter put it plainly, receiving cryptocurrencies for exports is now totally established. Think about what we're witnessing. Bitcoin is no longer merely an asset sitting on a balance sheet. It is becoming strategic

2:07infrastructure. A monetary network capable of moving value across borders when traditional financial rails become inaccessible. And this is where the nation-state game theory gets fricking serious. Because while Iran is discovering Bitcoin's utility under extreme financial pressure, America already holds roughly 330,000 Bitcoin, accumulated entirely through government seizures and confiscations. And instead of automatically selling that Bitcoin back into the market, the United States has established a strategic Bitcoin reserve, roughly 330,000 bitties, not purchased, confiscated, and now treated as a strategic national asset. That matters. Because governments are beginning to encounter Bitcoin from completely different directions. One country sees a strategic reserve asset. Another sees a settlement rail when conventional trade channels are restricted. Corporations see a treasury asset. Wall Street sees an investible asset. Individuals see sovereign money they can own and secure themselves. Different motivations. All the same Bitcoin.

3:12And unlike the dollar, the euro, the UN, or any other sovereign currency, Bitcoin doesn't belong to any of them. That is the part governments cannot replicate. No national control, issuance, no central bank can dilute another country's holdings. No government can rewrite Bitcoin's monetary policy because geopolitics have changed. And no country needs another country's permission to participate in the network. That creates a completely different game. Once one nation decides Bitcoin provides strategic value, every competing nation has to consider the cost of owning none. And Bitcoin makes the game brutally asymmetric. Countries can print more fiat. They can issue more solver in debt. They can create more new sanctions. They can build new financial alliances. But they cannot create more Bitcoin. They'll only ever be 21 mil. So while governments fight over trade routes, currencies, commodities, and financial influence, they are slowly discovering a neutral monetary network sitting outside of all of them. 17 plus years ago, Bitcoin was launched without permission from

4:16a government corporation or bank. Today, it's being held as a strategic reserve asset by the United States while being used to facilitate trade on their geopolitical pressure elsewhere. That is not Bitcoin abandoning its original purpose. That is its original purpose reaching the nation's state level. Bitcoin doesn't choose sides. Bitcoin doesn't need allies. Bitcoin doesn't ask who you are. It verifies the transaction and keeps producing blocks. Tick fricking talk. And this is where this story gets even bigger because Bitcoin isn't only being used when traditional financial rails fail. Nations are starting to recognize what that means strategically. Once one country sees the advantage, every other country has to calculate the cost of getting left behind. And that game theory is already underway. I mean, check this out as reported by the Financial Times. Iran is using Bitcoin and Tether to keep trade flowing during the US War and blockade. Receiving cryptocurrencies for exports is now totally established. Dundale. And I've been preaching this nation state game

5:20theory for a long time because I feel it's what's going to take Bitcoin to whole new levels we have never seen before. Because when you start talking about the wealth that nations have, considering they can just print fiat currencies at a thin air, it's just a reminder that Bitcoin has no top because fiat has no bottom. So when you have countries, institutions, corporations, whales, and everyone all competing for the same finite limit of supply asset, numbers go up. It's just supply to man or stock to flow. Today's episode is brought to by Cash App. After covering Bitcoin every single day for years, one thing becomes obvious. Nobody consistently nails every top and every bottom. And if your strategy is to accumulate Bitcoin for the long term, you don't need it to. A Bitcoin is a part of your long term strategy. Consistency matters. Cash App lets you set up automatic Bitcoin purchases with auto invests so you can build exposure over time instead of trying to time

6:24every move. You can also use roundups or paid in Bitcoin to make Bitcoin a part of your normal money flow. Automatic Bitcoin purchases on Cash App have zero fees and zero spread, which matters if you're buying regularly. For a limited time, new customers can get $10 added to their balance. Just use code Bitcoin 10 when you sign up. And don't forget this part. Send at least $5 to a friend in the first two weeks. Terms apply. Download Cash App today. Visit our link in the bio. Bitcoin services by Block Inc. See the Bitcoin disclosures at cash.app slash legal slash podcast. Today's show is brought to you by Quince. One thing I appreciate about Quince is they make the kind of clothes you can actually wear over and over again. Instead of chasing trends, they focus on high quality wardrobe staples made with premium materials like organic cotton, marino wool, and 100% Mongolian cashmere. Their cashmere sweater started just $60. And they also have premium pants, fitted tees, polos, and breathable activewear. I've been wearing Quince myself for a couple

7:26of months now. And their 100% European linen shirts have become something I keep reaching for. They're comfortable, they fit well, and after actually wearing them regularly, I'm pretty impressed with the quality. And Quince prices everything 50 to 80% less than similar brands by working directly with ethical factories and cutting out the middlemen. So you're paying for the quality instead of the brand markup. Find your next fall favorites at Quince. Download the Quince app for app exclusive offers or go to quince.com slash BTC news. Get free shipping on your order and 365 day returns. Now available in Canada and the UK too. That's q-u-i-n-c-e.com slash BTC news. Welcome, everyone. The pod episode 2,451. I'm your host JV at September 9th, 2026. Also in the headlines here, check this out just then. Two billion dollars drive CEO said Bitcoin is about to enter its most explosive bull market ever. Quoting him here, I think 250,000 is too bearish. Bitcoin is

8:29structurally set up for a move to one million dollars. My question for you, are you mentally prepared? Let's check out this clip. I think that $250,000 is too bearish for Bitcoin in this bull market. I mean, obviously, there's no cap to how high Bitcoin will go eventually because V out can even use to be debased and it's worthless. So Bitcoin will go to infinity. But over the next few years, I think it's structurally set up for a move to call it 500,000 to a million plus. Very habit. One million plus in the next five years, send in. And I think that's even bearish. Bitcoin again has no top as Fiat has no bottom. So if this becomes massively accumulated by countries and governments around the world, we can have an exponential run-up like we have never seen in the previous cycles. It can happen. And we've already seen what's possible. The 2017 year, we went from a thousand range all the way to 20, practically a 20X. If Bitcoin did a mere 10X from today's price, we're talking $800,000 per coin. And we're just

9:36getting started. We're just getting warmed up. Also, this is interesting. Satoshi's 1.08 million Bitcoin remains safe from quantum attacks. Rewards are split across individual keys. Cracking one address, hourly takes two and a half years. Ignore the quantum panic narrative. Why is this so significant? Because we often hear FUD. Oh, the quantum supercomputer is going to hack all Satoshi's Bitcoin, sitting in that one honey pot. Wrong. There is no one honey pot. There's 21,455 Bitcoin wallet addresses all containing 50 Bitcoin each. The understand Satoshi is no stupid individual. Who's a genius? Well, out of his time, some say he's a time traveler, some say he's Baron Trump, some say Nipinator. But that's pretty remarkable in the key here in this story. Zero Bitcoin spent since the inception of the Genesis block. Not a single Satoshi from Satoshi's original stash has ever moved. And you see the date it all began here, January 11th, 2009. I believe the Genesis block

10:40was January 3rd of 2009. And all his coins are 100% secure. We don't have to worry about the magical computer that doesn't exist yet stealing all Satoshi's coins. So there's no excuse to try to rewrite the network or change this or change that. Seems to be running just flawlessly. The way it is, TikTok. Next block. Also in the headlines, the US Treasury will buy back $6 billion dollars a long term debt tomorrow. They just tripled the buy back from $2 billion to $6 billion dollar debaicements happening in real time. Why is this significant? Because we just got some other announcement a few weeks ago. And Bitcoin did a parabolic rally of like 15,000 in a week. The single largest weekly candle clothes we have ever had. And Fiat terms. And it was similar news. Buying back billions of dollars worth of debt. So this is the dollar being debaiced in real time. And one of the many reasons why Bitcoin continues to thrive against Fiat. Also in the news, Senator Lumis just sent a massive warning to all the Dems who will vote no on the Bitcoin clarity

11:45act. Quoting her here. If we fail on September 15th, which is only six days out, we will not get another realistic shot at this before the end of the decade. America does not seed leadership to other countries. The bill already includes over 100 provisions added at the Democrats' requests. It's time to send it to the president Trump's desk. Now there's contrary stories on this. You know, I've heard reports that they're still in recess. They're not going to return for the September 15th date. I'm talking about the Senate. It's actually vote on it. So it's nothing burger and we just have to wait. Then I've heard other folks speak more optimistic that it's still happening, but we don't know how the Senate is going to vote. So you tell me how you think this will likely play out. But I think Cynthia is right. If we don't get this voted on this year and pass them to law, the next window of opportunity may not be until the year 2030, which is the top of the decade. And speaking of the Clarity Act, this is Fidelity, a massive asset manager worth

12:45$8 trillion. They said they don't expect the Bitcoin Clarity Act to pass the Senate next week. They say with the midterms looming and ethic provisions not settled, we're probably facing a failed vote. And they say the Dems need to be held accountable. Let me know if you agree with this, but I guess we'll all see how this plays out next week. All lies on this Clarity Act. And I remind you, Bitcoin doesn't need Clarity. The United States government does. So we don't get left behind. Also in the news is interesting odds of Bitcoin outperforming gold this year just surge past 28% on CalShi. Take that, Peter Schiff. Whop, whop, whop, Bitcoin, mess them up. This chart shows Bitcoin doing what gold did back in 1976. A massive rotation is just beginning. And I do believe Bitcoin will surpass that of the gold market cap. We know gold has been around for thousands of years. And it's not going anywhere. It's a pretty solid store of value, I would say. And the difference is the gold market cap today is roughly 30 trillion ballpark. Bitcoin's a nascent market still only one and a

13:50half trillion in market cap because only 17 years old. But what's going to happen when Bitcoin overtakes gold market cap? I heard figures which I've been reporting that by the time Bitcoin becomes a 22 trillion dollar market cap, it'll effectively be worth 1.1 million dollars per coin. So at 30 trillion, I suspect Bitcoin could be 1.5 million ballpark. Also, there's a multiplier effect that you have to factor in. So we'll see how it all rolls out. But I am still confident that we smash a million dollars per coin, which is not saying much from here. It's like a 12X or so. But I do say we hit that by the top of the decade potentially by 2028, 2029. Consider 2028 is the year the next having approximately in April. So and typically the year that having is always bullish new all-time highs, at least that's what the previous cycles have shown us. And then the year proceeding the having, if history is to rhyme, we hit the cycle peak. And that's when I feel seven figures can be very

14:50realistic. But let me know your thoughts, fam, in the comments. And by what year do you think the Bitcoin market cap overtaste gold? Also, let me know that also here Bitcoin crossed the golden cross formation, which previously led to the 126 all-time high. Next up, this is a post from Gary Cardone. He wrote, self custody comes with it far more downside than upside. I got a highly disagree here. He says, unmanageable risk if self custody is Bitcoin's required first principal ethos to find in that limited way. Bitcoin has no future. Now for context, he wrote this as a repost quote from breaking news. So unmertered and entire family in Mexico to steal a Bitcoin hardware wallet, reportedly holding one and a half million. And I'm sure you've seen this news across social media. It's a very sad one. They killed like the whole family in search of this hardware wallet to get the one and a half million dollars. So Gary is ultimately saying, we're doomed if, you know, we continue relying upon self custody because this guy and his family got murdered. Here's what I

15:51wrote, respectfully disagree with Gary here. Bitcoin didn't survive 17 plus years because institutions protected it. It survived because individuals own and secure their wealth without needing an institution or a middleman. Institution's joining Bitcoin is adoption and there's nothing wrong with that. It's the next tier, right? But self custody is the revolution, right? And it is sad to hear stories. I'm not discounted these wrench attacks where people are violently murdered, but it doesn't destroy the underlying principle and the importance of self custody and why Bitcoin was invented by Satoshi in the first place. But it does provide the necessity to understand how to be more secure, more private and more low key, more incognito. Satoshi couldn't be a greater example. No one still knows who Satoshi is and it's now 17 years. But don't give up on self custody out of fear because then in my humble opinion, the forces of evil win. Bitcoin is brilliant,

16:52it's perfect. It was intended to be self custodyed. And again, I don't discount the necessity of custodians and things of that nature. However, Bitcoin self custody is not dead. There's nothing wrong with it, but there's a big narrative to push us to give up on self custody and allow an institution or a bank to take care of it for us. And I am not in that camp whatsoever. I'm a diehard self custody advocate because that's the whole reason I'm a Bitcoiner. This ad placement is paid for by Bath & Body Works. They've just launched a new home fragrance collection that smells great and looks even better. It's called the Reserve Collection and it's designed to elevate the feeling of your home. If your place is in need of a mood change, the Reserve Collection has a fragrance lineup that's crafted to bring lift-in luxury to every room in your space. Start with the new fragrance infused liquidless reads and vessel, giving you the spill-free way you need to set your space. Or go big with the four-week ceramic candle, more

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18:57Our Rats Only. To stay informed about serious side effects, go to Roe.co-slash-weight. That's what attracted me, having sovereign money, having freedom, and not being dependent upon a lizard. That's all I gotta say. Now from a favorite segment of the show, Re-Tard of the Day. If you invested $1,000 in Hunter Biden's crypto meme coin that launched today by the name of Laptop, you'd now have $10. This was based on like an hour ago. Maybe it's now down to zero because like every meme coin that come before it, it crashed. This one, one of the most shortest live ones I've ever seen. Of course, you had Hunter promoting the F out of it on his own ex account right here. He posted this yesterday, Laptop September 9th. It's very rare. I'm speechless, but I genuinely have nothing to say. I can't believe he promoted that garbage. And we all know the laptop and what was on it. I mean, the balls these folks have. And they're untouchable is what is mind-boggling. They can commit any of the crimes, the most heinous crimes you

20:01could imagine. There can be all the evidence in the world, but he's protected because he's a Biden. Just as all the presidents and the president's families that come before us and don't matter how corrupt or evil they are, they have protection. They're untouchable. It's like spitting in the face of all Americans and the entire justice system. It leads me to believe the Department of Justice is nothing more than a department of corruption. I totally self-custodyed until I knew it was dangerous because of my brain being spread too thin. I'll get back there. Keep hope alive. Gary Cardone is pretty cool. I think self-custody if you manage to self-custody your phone, vape pen, or left hand. If you are like me lately, move somewhere safer, but that's because of me. At least you're honest. Nacho keys, Nacho cheese, preach, screw allowing someone to custody my bitties. Yeah, now here's the beautiful thing with Bitcoin you can do what you choose. Some people are better off using a custodian. It's just a fact. You know, and others, they wouldn't be in Bitcoin if they're not able to self-custody. So it's important to have the option for us to choose. Quick question.

21:03Do you think Bitcoin will become strategic infrastructure for every major nation? Yes or no? And don't forget to check out bitcoineusalerts.net for the full premium experience with video and to participate in the live stream along with the Q&A and I look forward to seeing you on tomorrow's episode. Hado. Jerry is changing the way people think about car insurance. For people who like to save or just shop smarter, that change already happened. With Jerry, you're not locked into a policy that auto-renews. Re-shop anytime by comparing up to 20 quotes side by side and switch all in the app. No spam calls, no hidden fees. Drivers who save with Jerry save over $1300 a year on average. You'll probably be the first one you know to use it, which makes you the smartest friend in the group. Download Jerry today. It's fall in Jeep country and during the driving to fall sales

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