저자: 미상 · 외국인
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래리 핑크의 발언을 근거로 미국 밀리어네어 2,400만명이 각자 1 BTC씩 사려 해도 유통 가능 물량(약 190만 BTC)이 부족하다고 주장. 기관 자금 유입, 스트래티지(MSTR)·ETF·기업 재무 매수로 공급 쇼크가 발생하며 가격은 100만 달러까지 갈 수 있다는 낙관론. 캐시 우드 강세 시나리오(125만 달러, 5년), Max Keiser 전망 등을 인용해 BTC 상승을 강조.
다듬은 글
Becoming a Bitcoin wholecoiner may soon become a luxury status symbol. That's right, cuz there isn't enough Bitcoins even for America's millionaires. Check this out. 24 million millionaires. That's how many exist in America. Bitcoin's total supply, 21 million. And Larry Fink just said the quiet part out loud.
If every US millionaire asked their financial advisor for just one Bitcoin, there wouldn't be enough. Let that sink in. Not eventually, right now. That means before pension funds, before sovereign wealth funds, before corporations, governments, and before the rest of the planet, America's millionaires alone mathematically exhaust the Bitcoin supply.
And even that actually understates the shortage because not all 21 million Bitcoin are actually available. Millions are lost, millions haven't moved in years, millions are held by long-term believers with no intention of ever selling. Saylor alone controls 843,738 Bitcoin and counting. ETFs are already draining supply.
Corporate treasuries continue stacking. What's the true liquid float? They say roughly 1.9 million Bitcoin. That's it. And so, for 24 million American millionaires alone, meaning Larry Fink's warning is actually pretty conservative because this isn't really a 21 million story. It's a much smaller available supply story.
And that breaks the old cycle framework entirely cuz for years people thought Bitcoin's ceiling was the retail demand. That was the big misunderstanding. The real question is what happens when the most powerful pools of capital on Earth decide they all need Bitcoin? Larry Fink matters because he represents this exact shift.
This is the CEO of BlackRock, the world's largest asset manager. Not a Bitcoin maxi, not a libertarian, not a gold bug, Wall Street. And when Wall Street changes its assumptions, capital follows. That's what people miss. These institutions don't need massive allocations. 1%, 2%, 3%. That's enough Because trillions meeting fixed scarcity breaks price discovery.
Saylor already understands this. Saylor's thesis is simple. They can buy more Bitcoin than sellers can sell. That's not hype, that's structural. Because old cycles were driven by emotion, retail speculation, momentum, FOMO. This cycle is different. This cycle is the balance sheets, treasury strategy, institutional mandates, strategic allocations, and eventually nation-state competition.
And Larry thinks example only included wealthy Americans, not Europe, not Asia or the Middle East, not the sovereign wealth funds, not the central banks looking for alternatives, not nations trying to escape dollar dependency, just American millionaires. And even then, there isn't enough. So price becomes the rationing mechanism, the force that decides who gets access and who gets permanently priced out.
Because scarce assets don't become accessible when demand rises, they become unreachable. And when trillions finally compete for true scarce Bitcoin, repricing won't be gradual. 250,000, 500,000, 1 million, higher. Whatever number finally destroys demand, that's where equilibrium happens. So the real question is, what price makes one full Bitcoin something only the global elite can afford?
Now if you think that's just Bitcoin hype, it's really not. Cuz the real numbers are actually more extreme than the headline. Let me share it with you. is Larry Fink. If you don't know him, you're probably living under a rock, but he's the CEO of the world's largest asset manager known as BlackRock.
And he did say, "If every millionaire in the US asked their financial advisor to get them one Bitcoin, there wouldn't be enough." Especially considering the true available float of Bitcoin on the exchanges right now is closer to 1.9 million. So not even a fraction of a fraction of a fraction of all all millionaires in the US can be able to buy one whole coin.
So, that puts you in a class of your own if you're a whole coiner. Congratulations. BlackRock's Larry Fink on Bitcoin did say, "I did say Bitcoin is the domain for money launderers and thieves, but the market teaches you to re-look at your assumptions." He has come full 180, just like Jamie Dimon, the CEO of the largest bank in the US, which is JPMorgan Chase.
Check this out. It wasn't that long ago that the big bankers, Jamie Dimon and Larry Fink, were saying that crypto was stupid and a fraud. I did say Bitcoin, cuz we were talking about Bitcoin then, was the domain of money launderers and thieves. But, you know, the markets teach you you have to always re-look at your assumptions.
There is a role for crypto in the same way there's a role for gold. That is it's an alternative. Very interesting, right? So, the same fudsters that got you to avoid Bitcoin, especially earlier on, are the same ones fully embracing it as BlackRock now controls roughly 820,000 of all the Bitcoin there will ever be in existence, which is roughly 4% of the entire supply, putting them right under strategy, which is Michael Saylor's company, which currently has just north of 840,000 BTC.
Here's another quick clip of BlackRock CEO saying, "I see a big use case for Bitcoin. This is one thing I get excited about." But, I see a big large use case for Bitcoin, and I still do today. And And so, you know, this is one thing that is that I get excited about. You can't hide that excitement, Larry.
And if you're not familiar with the BlackRock IBIT Bitcoin ETF, it's the most successful to ever launch out of all ETFs in existence, and it didn't go live until January 11th of 2024 alongside 10 others, and they've been dominating unprecedented demand. So, it goes to show you a lot of people are seeking Bitcoin exposure and choose to do so through BlackRock's IBIT.
Now, Saylor just posted this morning strategy has completed the repurchase of 1.5 billion dollars of its 2029 convertible notes at an 8% discount to par generating an incremental 0.7% Bitcoin yield and lowering aggregate debt to 6.7 billion dollars. And year-to-date 2026 MSTR has achieved a Bitcoin yield of 13.3% and Bitcoin gain of 89,378 Bitcoin worth approximately 6.8 billion dollars.
And as of May 25th this year, we hoddle 843,738 Bitcoin acquired for 63.87 billion at an average of 75,700 per BTC. So, Saylor this week did not make another Bitcoin acquisition. Instead, he did a repurchase of 1.5 billion of convertible notes that would be due not till 2029 which helps make his company that much more stronger.
So, ultimately he can buy more Bitcoin which is the big plan. Saylor says we can buy more Bitcoin than the sellers can sell. We do not have buyer fatigue. We're not stopping for those people that we have buyer fatigue. We don't have buyer fatigue. I think that we can buy more Bitcoin than the sellers can sell and we're going to take it all.
Does that look like a man with buyers fatigue? I think not. This is the gigachad himself, Michael Saylor. But yeah, his bottom line, his company single-handedly is absorbing the daily issuance of Bitcoin being awarded to the miners which is right now just 450 Bitcoin per day, 3.125 Bitcoin every 10 minutes.
And he is purchasing, you know, as much as 2,000 or more Bitcoin per day every single day which is four or five times the daily supply. So, what happens when we start calculating all the other companies racing for that same finite limited supply of Bitcoin? This is creating a supply shock. Public company Strive is another great example.
They just purchased 1,109 Bitcoin and now hold 16,500 Bitcoin worth 1 and a quarter billion dollars. And there's now roughly 200 publicly traded companies in the United States which have Bitcoin on the balance sheet and Strive is one of many. And this all started since Saylor started, you know, as the first publicly traded company to put the Bitcoin on the balance sheet back in 2020.
They suggested the Bitcoin network achieving $7 trillion market cap sending the Bitcoin price action north of 1 million per coin. We all know it's coming. From 100,000 it's a near 10x easy peasy. Bitcoin has 10x in price so many times we can't even keep track since the inception of the Genesis block when it was virtually free.
And there's no ceiling as we know Bitcoin has no top cuz fiat has no bottom. And the more money they print, the more valuable our Bitcoin will become. That's a fact. And that's just basic mathematics. Cathie Wood still sees 1 and a quarter million dollar Bitcoin. This is a brand new clip by the way in Fox Business.
Ark's bull case sees Bitcoin hitting 1 and a quarter million within 5 years driven by institutional adoption, younger generations replacing gold with digital stores of value, and rising demand for monetary protection globally. The biggest reason is institutional adoption. Check out this clip. 1 million 250,000 over the next 5 years.
I'm going to be honest, has even some Bitcoin bulls thinking might be too aggressive. So walk us through this. Sure. Well, the way we get to that number. Now, that is our bull case. Our base case is closer to 750,000. But the bull case involves a substitution for gold. So as generational wealth transfer takes place, we think younger people are more prone to adopting a digital store of value.
So, that would be Bitcoin. The second is Bitcoin is an insurance policy, particularly in emerging markets. There you have it. Keyword, institutional adoption, and also stablecoins can be frozen. Great example is recently Iran got over $300 million worth of Tether USDT frozen, and they can no longer use it.
It's useless. That's because they can call up the Tether team and put a freeze on it. They can do that with any stablecoin. That's why people shouldn't be storing their wealth in stablecoins for obvious reasons. Number one, there's a freeze button, and it can be confiscated. And number two is what's the upside by having a stablecoin?
It's basically a digital dollar that's going to maintain its value to the dollar, and the dollar is being devalued every time they print more and more money, which they do relentlessly. So, there's no upside. In fact, there's stablecoins that have crashed. A great example was Terraform. So, the downside is you can lose everything in a stablecoin.
The upside, maybe your stable won't get frozen, and it'll stay pegged to the dollar. So, why would you hoddle stablecoins? You can't freeze Bitcoin. You can't confiscate Bitcoin. 1.25 million per coin as Kathy suggests, bull scenario, send it. Now, Jeff Walton says, we see problem in the next 4 to 8 years, a 30 to 50% compound annual growth rate for Bitcoin.
We're in a digital gold rush. Over the next 4 to 8 years, we think institutional adoption increases drastically. We think sovereign adoption increases drastically. We think digital credit starts to permeate throughout the rest of the market. Because of that those dynamics, you've got even the Bitcoin ETF being the most successful ETF in history.
That success is going to breed more success. It and it's has. So, because of those dynamics, the macro environment, we see probably next 4 to 8 years between a 30 to 50% compound annual growth rate. you go. 30 to 50% compound annual growth rate virtually means the Bitcoin price doubles every two to three years, and they're saying that's going to continue over the course of the next 48 years.
Let me know if you agree or disagree. Now, this is big news that just came in today. You can now buy Bitcoin on Chat GPT via MoonPay. The world's most used AI app can now onboard 900 million users. There's only like 8 billion people in the world. That means practically 1/8 of them are using Chat GPT and now have access to buy Bitcoin.
What if the Chat GPT just starts buying Bitcoin for itself? What if it takes our subscription money? Most of you guys paying in $20 a month, some of you guys pay $200 a month, some of you guys have the free account. But hypothetically, what if they just took our funds and purchase all the Bitcoin for themselves and the AI took over?
Just saying. That's part of the plan, the master plan. Ask Peter Thiel, Elon Musk, and Sam Altman. I think the lizard folk are in control here. But nonetheless, massive adoption will happen. It is happening and the AI is just accelerating the mass adoption. This is just in as well. Grocery store giant Carrefour is now offering 20% discounts on Bitcoin payments in France.
It has over 14,000 stores across 40 countries. This is what I've been prophesying for a long time. If they just incentivize us Bitcoiners to spend our Bitcoin by offering discounts on retail, that's exactly what people will do. If you can save 20% on your groceries, why wouldn't you? Put some sats on maybe a mobile wallet or something like that, check out effortlessly using the lightning network, and badaboom badabing, save 20% on every transaction, groceries are cheaper, win-win-win.
Now, what's going to happen when the largest retailers in the world, including Amazon and Walmart, are all accepting Bitcoin payments? Do you know how many billions of dollars they save in merchant transaction fees? Cuz right now they're getting hit probably 2.9 to 3.9% using the old payment rails. So, Bitcoin completely eviscerates the old-school legacy system, and that's why I think we're going to see more and more adoption, especially through retail purchasing using Bitcoin.
Just incentivize the Bitcoiners, and it becomes a no-brainer. Another example is Steak 'n Shake, fast-food restaurant, adopted Bitcoin, started accepting Bitcoin payments, and it's having unprecedented growth. Join the Bitcoin team is all I'm saying. Now, Adam Back's Bitcoin Standard Treasury Company, BSTR CIO, Shawn Bill said, "We're trying to build Berkshire Hathaway 2.0, a company that aggressively grows Bitcoin per share.
We want to hit the capital markets, manage our capital structure efficiently, and put Bitcoin to work in the marketplace." Check it out. I do think that on the flip side of the coin, every company should have Bitcoin on the balance sheet, in the treasury, as a diversifier. Just like you might have gold or have other foreign currencies.
Maybe you have Swiss francs, maybe you have euros, maybe you have dollars, right? I think we'll get to the point where we'll see other companies that will have Bitcoin in the treasury, but they will not necessarily be considered a treasury company. From our perspective, we're really trying to build the Berkshire Hathaway 2.0, and we want to be, you know, that company that, you know, really tries to aggressively grow the Bitcoin per share.
Would it be better if they buy Bitcoin or invest in a Bitcoin Treasury company stock? I think you're always going to be better off if you can invest in a company like BSTR. Well, first and foremost, I am a fan of Adam Back, and this is Adam Back's company, so it's to be taken very serious. But obviously, it's a one-side loaded question when you're asking the CIO of the company if it's better to invest in Bitcoin directly or into the company.
That's like asking Michael Saylor. He's probably going to say the same thing. Well, you could just invest in MSTR, you know, you don't have any of the the cons of self-custody. But, I'm going to obviously push back here. I do think it's in people's best interest to properly self-custody your own Bitcoin.
However, at the same time, I understand why these companies exist. Some people don't want the responsibility or the liability of self-custodying their own coins for whatever reasons. I get that. That's why these companies exist and that's why they're so successful. But, for the average person, it's a lot smarter to hold the Bitcoin.
There's a classic phrase, you've heard it once or twice, not your keys, not your cheese. Meaning, if you don't hold your private keys, you don't really own the Bitcoin. You have exposure to Bitcoin through a company that's not even holding the Bitcoin cuz they're going to be using a custodian to hold the Bitcoin for you.
So, therefore, you don't truly own the Bitcoin. You just own the fiat equivalent. And if something were to happen, you know, there's pros and cons alongside anything and everything you do. So, be careful and that's why you got to put some hours in, study, learn how Bitcoin works, and learn how to self-custody your own Bitcoin, and have the confidence of holding your own private keys, and not being dependent upon a company that can fall apart and you can lose everything.
We've seen it over and over again. I'm not saying this company is going to fall apart, you know, like I said, I'm a fan of Adam Back and I'm sure whatever they're doing is going to be successful, but don't overlook the importance of self-custody and holding your own private keys. Billionaire Jack Dorsey's Cash App just removed all fees on large Bitcoin purchases.
Game changer. I love what Jack Dorsey is doing and I'm a big fan of the Cash App and just another way to buy some Bitcoin without any fees. No-brainer. Billionaire Arthur Hayes just blazed, said Bitcoin will absolutely boom in the AI era. Bitcoin will go up as governments print, it's pure math. Everything else is butt.
The The priest of Bitcoin max Kaiser warns that the US debt crisis will send the Bitcoin price to $2 million per coin. And I also found this interview of Max saying Bitcoin's going to 850,000 during this cycle. So, Bitcoin should trade at parity to gold in terms of market capitalization, which means that it it could easily go from 85,000 a coin 850,000 a coin during this cycle.
Well said by the high priest, and another favorite quote I have of his is gold is the poor man's Bitcoin. As you can see, the Bitcoin race is accelerating from the likes of strategy, Larry Fink, Ark Invest, nation-state adoption as Bitcoin is now being used as strategic infrastructure. Great example of that is Iran with the Strait of Hormuz now accepting payments in Bitcoin cuz you can't sanction the Bitcoin.
You can't freeze the Bitcoin like you can with stable coins and other cryptocurrencies. The writing is on the wall. You either see it or you remain asleep. Fully embrace Bitcoin or get left behind and enslaved by a stable coin, which is nothing different really than a CBDC. This cycle is different. Duh.
Why? 95% of all the Bitcoin has been mined. Every Bitcoin that fools drop on the streets gets swept up by the street. There are these companies, corporations, funds, etc. finding Bitcoin. Who the F is selling? A constipated Michelin. But the ants. If Larry Fink is right and even America's millionaires can all become whole coiners, what makes one Bitcoin unreachable for the average person?
250, 1 million, or higher? Drop it down below. Like the video, subscribe cuz by the time Wall Street fully understands Bitcoin scarcity, one full coin may already be out of reach.
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