2464: $1,000,000 Bitcoin Is Inevitable as BTC Clears Every Major Realized Price

Jim Cramer (0:00)

Bitcoin just woke up.

Justin Verrengia (0:01)

The money is literally flooding in. The bears are getting wrecked. And something much bigger just changed underneath the price. This changes the entire setup. So let's get straight into it. One million dollar Bitcoin just got a hell of a lot harder to bet against. Bitcoin has now blown through every major realized price metric PlanB is tracking, including 53,000, 72,000 and 86,000. All behind us. The bears were waiting for Bitcoin to collapse back to the old realized price. But instead, Bitcoin just destroyed their entire setup. Take that, Peter Schiff. And now the money is showing up. Nearly one billion dollars poured into the US-bought Bitcoin ETFs yesterday. The largest daily inflow since October of 2025 And to remind you, it was October 6th. We hit the current firmament, the all-time high of 126

It's almost been a year. Crazy, right? And total ETF assets have climbed back to their highest level since January. Think about what's happening here. Bitcoin isn't sitting at 53,000 begging for support. It isn't trapped underneath the 155-day realized price at 72,000. It's not even sitting underneath the two-year realized price of around 86,000 anymore. Bitcoin is above them all. And according to PlanB, this changes the entire setup. His thesis is that the drop below the roughly 53,000 realized price of this cycle is now off the table. That's his call. And if he is right, the bears waiting for Bitcoin to repeat the same old playbook are about to get absolutely freaking buried because while they wait for the collapse, Wall Street continues buying, corporations are buying, Bitcoin treasury companies are buying, and access to Bitcoin keeps expanding. X just rolled out trading integrations that gives US users another pathway to buy Bitcoin and other assets directly from the platform through participating financial partners. X is one of the largest social platforms on the planet, putting Bitcoin access directly in front of hundreds of millions of users. Meanwhile, billionaire Tim Draper is publicly telling trillion-dollar companies like Apple and Meta that sitting on enormous piles of dollars without Bitcoin is irresponsible. Do you see what's going on? More access, more institutional capital, more corporate pressure, more buyers competing for Bitcoin, and the price is already moving before the crowd fully wakes up. This is how Bitcoin gets repriced. Not in a straight line, not because one analyst draws a $1 million target, but because the pool of capital capable of owning Bitcoin keeps getting bigger and bigger. The infrastructure gets bigger, the institutional pipes get bigger, corporate adoption gets bigger, and the number of buyers gets bigger. And the amount of Bitcoin they're all competing for doesn't just magically expand to accommodate them. That collision is what matters. Nearly a billion dollars enters the ETFs in one day, Bitcoin clears the major realized price metrics, we have been watching, trading, access expands, and corporations sitting on mountains of depreciating fiat are increasingly being asked one uncomfortable question. Why don't you own Bitcoin? Eventually, that question becomes impossible to ignore. First, they laugh, then they watch, then they allocate, then they compete. And by the time Bitcoin at a million feels obvious, the opportunity to accumulate Bitcoin anywhere near today's prices will be long gone. That's why I keep saying it. One million dollar Bitcoin isn't the crazy part. The crazy part is thinking the world can keep printing trillions of dollars, while demand for Bitcoin explodes and Bitcoin stays cheap. One million dollar Bitcoin is inevitable. Now for the bigger picture. Let's get into everything else happening today. Because the money is moving fast, Wall Street continues to pile in, Bitcoin access continues expanding, and the bull case just keeps getting stronger and stronger. Breaking news, CNBC is telling its millions of viewers that Bitcoin is setting up for a parabolic move. Traders are betting on the new Bitcoin all-time highs by this December. 126 firmament, send it. That's what's being reported right now on CNBC as Bitcoin adoption continues to explode. Also in the headlines today, breaking news.

Welcome, everyone to Pod Episode 2464 I'm your host, JV, as September 22nd, 2026 AXE just announced users can now buy Bitcoin directly on the app. One of the world's largest social media platforms with hundreds of millions of active users will all be able to embrace Bitcoin. It just makes access that much easier. And the easier we give the masses access to buy Bitcoin, the more adoption will spread that much more rapidly. So this is a pretty big deal. Let me know if you ever have any plans to purchase Bitcoin off of the AXE app. I don't know the terms yet, but I do know Cash App offers Bitcoin transactions of $2,000 or more with zero trading fees or buy fees and zero spread. I wanted to point that out because exchanges, they add like a 1% spread usually, plus you gotta pay fees. So Cash App does have a very strategic value proposition if you're looking to avoid fees and spread. Also in the headlines, billionaire Tim Draper just urged Apple and Facebook to buy Bitcoin for their balance sheet. He says holding a huge crazy amount of dollars is irresponsible. And it's that melting ice cube theory Saylor discussed back in 2020 when he had a decision. Do I keep fiat capital that's going to continue to evaporate like a melting ice cube due to inflation? Or do I hedge it with gold or Bitcoin? And obviously he chose the latter and the rest is history. The man with the most infamous eyebrows, they look like eagle wings. And if only I can replicate those brows, I'd be retired because the ladies would be chasin JV and Nipponator 24-7. That's already bad enough. And he makes a good point because these companies have hundreds of billions of dollars of fiat just sitting there. And if I can do the eyebrow maxing like this man, I'd be one of the top Bitcoin holders in the world. Hands down, I got to get with the program. Also, Feng Li, the CEO of Strategy says, if we take just 1% of the 300 trillion credit universe, that'll triple assets under management of Bitcoin and send the Bitcoin price to 230,000 just with digital credit. We can take 1% of the credit market. It's not a lot. That's all I'm asking for in five years. So as you can see, there's massive pools of capital beyond store of value markets such as gold in which Bitcoin is tabbing into including digital credit, which is north of 100 trillion. Just a small fraction of those funds flowing into Bitcoin would be massive.