The REAL REASON Bitcoin Is Going Up… [Michael Saylor Explains] Transcript

00:00 Is the crypto winter over? >> The market is absolutely panicking right now as so many people are clueless as to the real reason why Bitcoin and crypto are surging today and why this is likely to continue. Let me tell you, nobody expected this to happen so soon or not a lot of people. Congratulations though to our audience, the altcoin daily audience.

00:25 You all are killing it. But please make sure that your friends and family know that it's not too late to be a part of this. This pump is literally just the start and at a time when everyone thinks that this rally will fail like all the others. So let's talk about the real reasons why all of this is happening and why after Bitcoin breaks above 85K, 90K will happen quickly and 100K will happen shortly after that.

00:54 This is according to former Coinbase global head of investment research. He studies this stuff. >> I still believe that we can break out beyond the 85 levels back up towards that 100 six figure kind of like levels probably by the end of the year. >> There are so many reasons to be bullish on Bitcoin and crypto moving forward. Most people do not realize that the bull case is so strong.

01:20 So, let's go over every single reason why you should be bullish in Q4 2026 and into 2027. I'm more bullish on crypto today than during any previous bull market. Why? Because crypto networks and stable coins are now becoming part of the global payment rails. You see what US banking regulator, the OC, the office of controller of currency, they just gave a major win to the crypto community, finally granting stable coin rewards in the US, finalizing its Genius Act rules.

02:02 The main takeaway on this is that crypto platforms can keep issuing rewards for holding stable coins with programs assessed on a case-bycase basis. Treasury Secretary Scott Bessant said, "This is a watershed moment in American finance, akin to when President Abraham Lincoln enacted the National Currency Act of 1863, it's that significant." And before we get to these other reasons, let me make this crystal clear.

02:27 the growth that we are seeing, have been seeing and are projected to see in stable coins. By the way, this is very good for the underlying crypto assets, we are going to see even greater growth for the crypto industry at large now that the US is regulating crypto. Now, we thought it was going to come from the Clarity Act, but it turns out the Clarity Act dying is one of the best things that could have ever happened to crypto.

02:57 At least this is Michael Sailor's take. Now, let's be clear. We wanted the Clarity Act because this would have put in place rules that would have been sticky for many years to come. However, the Clarity Act had a lot of restrictions. And because now we don't have those restrictions, just very pro- crypto regulation, this makes the coming bull run bigger.

03:20 And this will go into 2027, 2028, 2029. And then what happens in 2029 when these agency rules might run out? Well, I love how Michael Sailor explains it at the end. Again, this is going to make the Bitcoin crypto bull run even bigger. I will let Michael Sailor explain it himself. >> What you want is a bill of rights, not a bill of restrictions. >> Right.

03:44 What about what's going to happen with the Clarity Act? because you and I have discussed how you believe this has been a tailwind, but then now you've sort of suggested that the Clarity Act stalling is perhaps one of the best things to have happened to the industry. So why the change in tune? >> You know, if you're a capitalist, if you want to create a great economy or a great nation, what you want is a bill of rights, not a bill of restrictions.

04:08 >> The founding fathers said we had rights. And and the Bill of Rights isn't very long, by the way. You can read it. It's on a It fits on a couple of pages. >> The Clarity Act was 630 pages and it was a bill of restrictions. It was 630 pages of which probably 620 pages were restrictions and there were a couple of rights in there but they were hard to fish out.

04:31 And normally what happens when you go to Washington and you ask for a bill to support your industry is is they're very good at worrying about everything that might go wrong. So they load it up with hundreds and hundreds of restrictions in order to protect in you know the 20th century economy and and existing uh assets and existing players. What they don't do is focus so much on the bill of rights.

04:55 So when clarity stalled there was a whole set of guidance rules that provided rights to the industry. They came out of the SEC the rights to tokenize. They came out of the CFTC, the rights to list and trade digital derivatives, the rights to offer prediction markets. They came out of Treasury, the rights to issue digital currency, right? We create trillions of dollars of value by doing things with the rights.

05:22 Um, the restrictions just the economy. So I think at the you know at the end of the day the industry is going to be much better with enlightened rules coming out of the regulators that allow us to create trillions of dollars of digital assets and digital wealth. >> Um and that will now go on till 2029. Right? And and the best uh the best for the industry is you create magical products for 100 million people that are worth trillions of dollars that make them all happy and rich and delight them and then it doesn't matter

05:58 who gets elected in 2029 because you're going to pry their magic products from their cold dead fingers. To continue, the real reason why Bitcoin and crypto are rallying hard and will continue to rally hard is that Wall Street is tokenizing assets. We know how hard Wall Street and institutions are going adopting crypto as the rails. Most people simply don't realize that AI agents will need crypto, will use crypto more than humans because they need programmable money and programmable assets.

06:29 Some people realize that markets are becoming 24/7, but really only financial people. This is huge for a crypto future. So, the market is highly undervalued today. Even JP Morgan has just capitulated, who's always been more of a bull on blockchain than Bitcoin. But now they finally admit that their thoughts on 2027, Bitcoin will outperform both gold and stocks.

06:56 For JP Morgan to say this, this is huge. And do not think that this cannot happen very quickly. If history is any guide, Bitcoin's return to its all-time high of 126,000 will happen suddenly. And my intuition tells me that that suddenly moment could happen any day now. There are fundamental reasons why individual altcoins are highly undervalued and will appreciate greatly going forward.

07:20 For instance, did you know that Salana just today got 85x faster? It used to be 12.8 seconds per block. Now it's 150 milliseconds. This is a 99% reduction in finality time after their applow upgrade. Zcash is about to become a lot faster as well. The privacy stays, the speed levels up. Like I said guys, this is just the start for altcoins. I think altcoins will be entering a super cycle.

07:50 The prices are highly depressed and this could be the first time in the history of altcoin dominance that MACD would form a bullish crossover at this level, the two-month chart. I cannot say this often enough. you are not bullish enough on quality altcoins. If you're interested in making money in this upcoming bull market, make sure you subscribe to Altcoin Daily.

08:13 We put out one video every day keeping you informed. We are in a bull market. That is for certain. The big unknown over the next year that could either send Bitcoin's prices skyhigh, higher than anybody thinks is possible or just, you know, play out more like a normal bull market are the different macro conditions. And what I like about this clip is that Michael Sailor not only reveals the biggest bull catalysts ahead, but compares them to what could go wrong in the future.

08:43 Again, this is a nuanced take yet a bullish take because most people don't understand this at all. Make sure you stay updated on all of this. We told you about these coins at the absolute lows. We will continue talking about the winners and the latest information to keep you an informed investor. I do think that Bitcoin and quality crypto prices are about to enter a sky high period where they keep slowly but surely getting to the next leg up especially as everybody continues to be so bearish on this industry.

09:15 It is good to be in crypto now my friends but you listen to this, you tell me what you think. I'll see you tomorrow. >> Bitcoin had a good summer. Is the crypto winter over? you know, it bounced off the 200week moving average. And so, normally that's the baseline and when it it dips slightly below it, you know, that's sort of the end of the bare market.

09:36 Uh, we rallied about $20,000 beyond that. So, yeah, I we think we're at the beginning of the next bull run. >> What is likely to be the big driver moving forward? I mean, obviously, we've got to get over a few speed humps with the macro at the end of the year, but is that going to be the big driver? The final boss uh that generally drives all assets is monetary policy.

09:56 Okay. >> So as the market tilts toward more restrictive monetary policy that's a headwind. If we see some loosening of the monetary policy that'll drive all risk assets and and uh Bitcoin tends to react like risk squared right now. So that's a big driver. There's about a billion dollars of organic Bitcoin available each month from the miners for sale.

10:22 So if you look at the fundamental drivers in the industry every time we create a billion dollars of digital credit that buys up all the Bitcoin >> for the month and so digital credit is a driver. Bank credit on bit Bitcoin is a big driver. So as large banks, as Schwab creates credit on Bitcoin, as City or JP Morgan or Morgan Stanley creates credit on Bitcoin or Bitcoin derivative like IBIT, um that drives the industry forward because that buys up all the organic supply.

10:54 And then as uh more and more securities tokenize, generally uh the big winners in the tokenized economy are digital credit and digital assets. and they're all geared and cross-correlated to Bitcoin. So as you see more and more capital flow into digital assets and and digital securities that'll be a driver. So I think the industry fundamentals are you know are the formation of digital credit, Bitcoin credit and digital you know securities.

11:24 The macro drivers will be our foreign policy, our trade policy and our monetary policy. Then do you have a year-end target or is that becoming harder to forecast because of all these kind of overlapping crosscurrens? Well, >> as I said, I think I feel like we're at the beginning of a bull run. So, we should be higher toward the toward the year sometime in the next 12 months.

11:44 I would think we'll go through 100,000 and then we'll >> in the next 5 months. >> In the next 12 months. >> 12 months. Okay. >> I can't I can't be sure it happens by the end of the year, but I feel like we're definitely moving back into the six figures at this point. >> Okay. How long does a bull market last? >> Four years.