sport football: Wall Street’s Bitcoin Land Grab Is Here

Wall Street's Bitcoin Land Grab Is Here

I started following Michael Saylor back in 2020, when his firm, MicroStrategy, became the first publicly traded company to add bitcoin to its corporate treasury.

Like me, Saylor knew bitcoin was the future of money.

When asked why he chose bitcoin over traditional alternative assets like real estate and gold… Saylor said it was a choice between losing half the company's treasury to inflation and runaway money printing in a few years or the potential to secure it for years to come.

Think it through.

Does it make sense to sell an asset that's been rising at a rate of 83% a year for a decade (bitcoin) for an asset that has been debased by 3% just last year (U.S. dollars)?

It doesn't. And that's the huge shift Saylor saw coming to bitcoin.

It's also why I recommended MicroStrategy in April 2021. Here's what I wrote at the time:

Look at MicroStrategy, which bought $400 million of bitcoin for its corporate treasury. The stock price has more than doubled since acquiring that bitcoin. Now I can guarantee you corporate boardrooms across the world − not just the country − are paying attention to that. Everyone is thinking about this.

Even in my wildly bullish dreams, I didn't think corporate treasurers would be prepared to put bitcoin in their corporate treasury this early. But here we are today… and we have major companies with billion-dollar market caps adding bitcoin to their corporate treasuries.

And that's why I believe bitcoin will continue to be the most valuable financial [asset] in the world.

I was so convinced corporations would add bitcoin to their balance sheets, I even raised my buy price on BTC from $25,000 to $40,000.

Since then, bitcoin has traded as high as $112,000… And MicroStrategy is up 376% since I recommended it back in April 2021.

For years, I've predicted the day would come when Wall Street would go all-in on bitcoin. That day is here.

But if you think you've missed the boat on bitcoin… Think again.

Right now, we're witnessing the biggest bitcoin land grab in history − and you still have time to front-run it.

The Shocking Supply Squeeze No One Is Talking About

Over the past 18 months, Wall Street has begun accumulating bitcoin hand over fist via exchange-traded funds (ETFs).

Giant financial firms like BlackRock, Fidelity, Ark Invest, Bitwise – you name it – have been hoovering up bitcoin like there's no tomorrow.

Since January 2025, approximately 88,000 newly minted bitcoins have come into circulation. Yet, ETF issuers have absorbed over 118,424 of the bitcoin supply. That means they're sucking up more bitcoin than currently being produced.

But the corporate appetite for bitcoin is even more insatiable.

According to data from Bitcoin Treasuries, public companies gobbled up 245,510 BTC during the first quarter of 2025 alone. That's more than twice the amount of ETF accumulation.

To me, this suggests corporations are aggressively buying bitcoin and holding it directly instead of relying on exchange‑traded products.

Just look at some of the major corporate bitcoin acquisitions announced recently:

Last week, MicroStrategy − now "Strategy"− announced it had purchased another 4,980 BTC during the week ending Sunday, June 29, bringing its total holdings to a mind-blowing 597,325 BTC. Saylor's company now controls 2.8% of total supply.
In June, Trump Media – the parent company of President Trump's Truth Social platform – unveiled plans to raise $2.5 billion to create what it claims will be one of the largest bitcoin treasuries held by any public company.
In May, GameStop purchased 4,710 bitcoins valued at over $500 million, as part of its strategy to incorporate cryptocurrency into its corporate investments.
And Metaplanet has purchased of 15,555 bitcoins with the aim of becoming the Strategy of Japan.

Here's the thing…

ETFs and corporations aren't the only big institutions sucking up bitcoin.

As of April 2025, governments collectively hold over 463,741 BTC or about 2.3% of total supply. And stablecoin issuer Tether International holds an estimated 100,521 bitcoins.

On top of that, we're about to see mom and pop Americans start to add crypto exposure to their retirement portfolios.

Ric Edelman runs the largest registered investment advisor in America. He manages $300 billion for 1.3 million investors. And he now says the minimum allocation for crypto in a retirement portfolio should be at least 10% and as much as 40%.

That buying is not priced in.

Bottom line: Corporate and institutional buyers have absorbed 1.3x more bitcoin than has been mined over the past year. How much more bitcoin will traditional investors buy if they shift 10% of their assets to crypto?

This isn't simply a spike in demand. It's an opening salvo in a long-term campaign to grab as much bitcoin as possible.

Bitcoin Is Entering a Monetary Black Hole

Today's bitcoin buyers aren't day traders. They're not flipping bitcoin for a quick double. They're locking it up for the long haul.

Once BlackRock and Fidelity buy bitcoin for their ETFs, it disappears into cold storage – no one's selling.

We know that's true because on-chain data shows consistent net inflows to their ETF-designated wallets, with virtually zero outflows since launch.

It's like a black hole. Nothing escapes.

And MicroStrategy's Michael Saylor? He'd rather sell one of his kidneys than part with his bitcoin.

Friends, everything I've predicted since I recommended bitcoin back in April 2016 is coming to pass. Institutional adoption is here.

Let's run the numbers…

There are only 450 new BTC mined per day. If ETFs and corporate treasuries keep buying 2,000-3,000 BTC per day, they will vacuum up every new coin – and then some.

Between now and the next halving in 2028 (when the number of bitcoin mined will be cut in half to only 225 per day), we'll see about 456,000 newly minted BTC come into existence.

If institutional buying remains just around 2,000 BTC per day, that translates to 2.9 million BTC in demand over the next four years.

That's a shortfall of over 2.4 million bitcoin.

Remember, only 21 million bitcoin will ever be minted. And 93% of them are already in existence. Meaning only 1.4 million more BTC will ever come into circulation.

Where will new buyers get their supply? They'll have to buy from already existing owners.

To meet that kind of demand, bitcoin's price would need to rise exponentially – until long-time holders are finally tempted to sell.

This is why I believe bitcoin could easily hit $1 million by 2030.

Friends, if you're waiting for a "better entry" price before buying bitcoin, stop. If you think you can "buy the dip," stop.

This is no longer a market for traders. It's a market for accumulators.

Wall Street is front-running you. Nation-states are front-running you. Treasury desks are front-running you.

You either get in before this wave of demand reaches critical mass, or you watch bitcoin climb to $1 million without you.

Your only job now is to own as much as you responsibly can (while respecting your own risk management rules), while you still can.

We're heading toward a future where bitcoin won't be bought… It'll be inherited, borrowed against, and fought over.

The price on your screen will be meaningless… Because there simply won't be any for sale at a price that is accessible for the not-yet-rich.

Let The Game Come to You!

Big T

P.S. Remember, as bitcoin goes parabolic, investors will peel off some of their fat bitcoin profits and chase returns further down the risk curve.

But not all altcoins will benefit from bitcoin's increasing adoption. My research suggests the biggest gains will come from crypto tokens that are solving real-world problems and will eventually generate revenues as mass adoption accelerates.

One of those sectors is AI agents.

If you've been following us the past few months, you know AI agent coins are one of our highest-conviction ideas for this cycle.

As a short refresher, AI agents are very intelligent applications of AI technology built around a specific task tailored to you.

I recently wrote a special report on what our research suggests are the top six names in the space. These are coins I believe could make you a life-changing amount of money this year. You can stream the replay right here.