2374: $12T Bitcoin Signal - Wall Street Calls The Bottom

**Justin Verrengia** (0:00)
Everybody wants to know where Bitcoin is going. I think they're asking the wrong question. The better question is, where is the money going? Check this out. $500 billion, that's the prediction. A massive rotation out of AI and in Bitcoin, which sounds ridiculous until you actually look at the numbers. For the last two years, AI has dominated the market, capital poured into it, investors chased it, companies repositioned around it, and some of the biggest winners in the world came from AI. AI companies now represent more than $150 trillion in market value. Think about that. Strategy CEO, Phong Le, isn't talking about new money. He's talking about existing money. Just 0.3% of $150 trillion is roughly $500 billion.
That's why the great rotation matters. But markets move in cycles. Capital rarely stays in one place forever. Eventually, investors begin looking for the next best opportunity, the next trade, the next asymmetric debt. And according to Strategy CEO, Phong Le, the next $500 billion rotation will be Bitcoin. Moving out of AI and into the biddy. Now look at what's happening. Bitcoin recently crashed. Fear returned, panic returned. The headlines turned bearish once again. But beneath the surface, the foundations keep getting stronger. Charles Schwab, which oversees roughly $12 trillion, just reiterated its position. The firm says the Bitcoin bottom is in. Let me know if you agree with that. Meanwhile, Visa CEO says Bitcoin will experience adoption similar to e-commerce in the 1990s. Not shrinking, growing, not fading, expanding. And while many investors focus on short-term price, long-term Bitcoin holders just reached a new record. According to K33, long-term holders now control 79% of Bitcoin supply, the highest level ever recorded. Think about that. Bitcoin crashes and the people who have held the longest are selling less than ever before. Supply tightens, conviction increases, and adoption continues expanding. Even Washington appears to understand what's at stake. The Senate is now racing to finalize crypto legislation before the window closes. Lawmakers know institutional capital needs clarity, and they know the next phase of adoption cannot happen without rules. Meanwhile, MSTR, which is strategy, continues proving what conviction looks like. In late 2022, Bitcoin traded below 20,000. Critics declared what was formerly known as micro-strategy, and today's strategy dead. Today the company holds 846,842 Bitcoin, more than 4% of the total supply. The people who stayed focused won. The people who panicked did not. That's why the great rotation matters. Not because it guarantees what happens next, because it explains where attention is moving, where capital is moving, and where the next wave of demand will come from. For two years, the market chased AI.
Now Bitcoin is quietly building the rails, the infrastructure, the regulation, and the institutional support for its next phase. The question isn't whether AI succeeded. It did. The question is how much capital eventually rotates into Bitcoin, because even a fraction of that capital rotates out of AI and into Bitcoin, the people still waiting for lower prices may discover the great rotation already started. And there you go, yo. Massive pools of capital about to start flooding into Bitcoin. Right now, it's just dependent upon clarity, and the Clarity Act is expected to pass some time next month, according to the experts over at the White House. The story isn't Bitcoin. The story is where the money goes next. Take a look at this. $12 trillion, Charles Schwab just said again that the Bitcoin bottom is in. We have been consistent. 60,000 is the low. We have found support at this level. It's holding. You have been warned. Brand new video clip. Check it out.

**SPEAKER_2** (4:03)
Bitcoin's bounce off the 60,000 level as a support signal that could attract buyers or perhaps just a temporary move within a more broad-based downtrend.

**SPEAKER_3** (4:11)
We've been pretty consistent that we think that 60s is the low. This is the level that we found support at back in February.

**Justin Verrengia** (4:20)
The bottom is in. I repeat, the bottom is in. Started from the bottom, now we here. Let me know if you agree or disagree with that analyst that that 59,000 we experienced roughly one, two weeks ago was the bottom and that it's onwards and upwards from here. Holla at your boy in the comments. Now $700 billion Visa CEO says Bitcoin and crypto will boom like e-commerce in the 90s soon. We will see massive adoption in the next decade. Now I think this is a common sense. Right now the Bitcoin market is very nascent. It's 1.3 trillion ballpark. That's nothing when there's hundreds of trillions of dollars worth of capital. That's why this Clarity Act is so significant. And once that passes, it gives the green light to the massive pools of capital to start flooding into Bitcoin and it may be deja vu to the internet in the 90s. In fact, when I first got Orange Pilled, it was by Andreas Antonopoulos. This was back in 2017 and he gave a TED Talk called The Internet of Money. And it's that same concept, Bitcoin being the next big phase because it's perfect money, because Bitcoin is the superior asset. So all the capital will be attracted to whatever is producing the best returns and that's why Bitcoin has achieved such great success in the past 17 years, but we're still early in the grand scheme of things if you zoom out big picture. Let me know if that resonates with you.