Hello! Everyone, welcome to Bitcoin-TV, I'm Michael
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To be honest, a lot of folks might not realize that the push for the CLARITY Act could be the most significant "institutional pivot" for the entire crypto market in 2026. What was the U.S. stance on Crypto before? They approved ETFs, but how do you regulate on-chain, how do you classify stablecoins, will developers get pinched, and how do exchanges comply? It was all pretty murky. Now things have changed. A few key signals from this bill: It implicitly acknowledges that the digital asset market is here to stay, giving legal entry points for stablecoins and tokenization while starting to protect developers and validators. The SEC's era of "sue first, define rules later" might really be coming to an end. And don't forget: Coinbase, Circle, and Wall Street money are all pushing hard right now. While many are fixated on whether BTC is up today, the real big money is starting to ask: "Is the U.S. getting ready to officially integrate Crypto into the financial system?" If they really push this through before July, this might not just be about a bull market. It could be that Crypto is finally transforming from a "gray speculative asset" into a "new financial layer recognized by the U.S." The significance of this is way bigger than most people realize.
The US April CPI is about to drop, so it's normal for the market to get a bit jittery. Glassnode clearly shows that Bitcoin has climbed from over $77,000 to around $82,000. Spot buying, futures risk appetite, and on-chain activity are all warming up together, indicating that this rally isn't just leveraged traders getting hyped; there's real capital at play.
However, after reaching these highs, the momentum is starting to catch its breath. Capital inflow is only improving slightly, and the options market is still hedging against potential risks. The charts are looking warmer, but until we unpack this CPI bomb, let's not rush in with our eyes closed.
I've gone over the livestream again and have some new thoughts:
The crypto scene is no longer in the "storytelling" phase. In the past, you could just whip up a PPT and spin a narrative to pump the price, but that's not the case anymore. The ones still standing are either generating profits or have real traction, genuine payment solutions, or true AI capabilities. Secondly, I've become more convinced of a viewpoint: The biggest mistake regular folks make isn’t lack of funds, but rather not daring to use leverage. Banks are constantly pushing you to borrow money at annual rates of three to four percent, while you let it sit there collecting dust; meanwhile, others are using low-interest funds to chase yields, and the gap widens over the years.
A word of advice for those into futures trading: Stop thinking about going all-in; hedging long and short, diversifying your positions, and controlling drawdowns, making slow and steady gains is way more comfortable than gambling on direction.
In this current market, I still feel like we haven’t hit a true bull market yet. Bitcoin may have bounced back above $80,000, but a lot of the rise is actually on low volume. Until we see a genuine breakout with solid volume, I'm personally leaning towards caution. Especially with big factors like the Fed, inflation, and midterm elections still looming.
Many people are living in too much "fear" right now. Fear of losing money, fear of debt, fear of failure, fear of what others think. But in this era, many opportunities are really reserved for those who dare to take risks.
I’m starting to believe more and more in that old chief's saying: When you're young, venture out into the world—don’t be afraid. When you’re old and look back on life—don’t regret.
After six years, Durov is back Telegram users surged from 400 million to 1 billion
As the biggest backer behind TON, how much value can the social platform still pump into the token? For users, Durov's return raises the question: does it make Telegram embrace TON in a more decentralized way, or does it make TON resemble Telegram, ready to centralize at any moment?
In the past couple of days, a lot of folks have started bashing MicroStrategy as the 'biggest Ponzi of 2026', even linking Michael Saylor with scammers.
But honestly, I think many people don’t really get what he’s actually doing.
Saylor isn’t just 'shilling courses'; he’s running an unprecedented financial experiment with a publicly traded company:
Borrow dollars → Buy BTC → Use the increased market cap to continue financing → Buy more BTC.
As long as BTC keeps climbing, this setup works like a perpetual motion machine.
But therein lies the issue:
It’s increasingly reliant on the premise that 'BTC will forever rise'.
Back when everyone had the strongest faith, it was because Saylor kept shouting:
'I will never sell BTC.'
Now the market suddenly realizes:
'Wait, you might sell too?'
It’s like someone who always says 'I will never get divorced' suddenly starts looking into asset division agreements, and folks start FOMO-ing based on that belief.
The scariest part has never been selling coins.
It’s the market's first realization that:
MicroStrategy might also face liquidity pressure.
So is it a Ponzi?
Strictly speaking, no.
Because it has real assets, audits, and regulation.
But it has indeed turned into a machine: 'A leveraging tool for Bitcoin faith in the capital markets.' If BTC hits new highs, Saylor will be deified.
But if we enter a long-term bear market, all the people praising him today might be the first to turn and bash him.
The most interesting part of the crypto space is this:
In a bull market, it’s called 'financial innovation', In a bear market, it’s called 'a Ponzi scheme'.
I’ll be the warm-up host, and Bao Er Ye will be our regular guest.
Every week, we'll have an online session called "Tonight, No Buying the Dip".
Once a month, we'll find a spot to do an offline "Gather and Cook Coins".
We're really going for it, haha! If this were on some platforms in certain countries, we wouldn’t be able to finish a single sentence without getting put in the crypto penalty box! 😂
Can 80,000 bucks hold its ground? If it does, we could see some momentum continuation; if it doesn't hold, this chase-the-high buying pressure could very well turn into a pullback resistance.
Yesterday's live stream talked about Bitcoin hitting 13 million USD
Regarding the prediction of 13 million USD, call me crazy or say I'm just hyping it up, I don't mind.
I won't deny that I have some showmanship in mind, but I truly believe in this outcome.
My first principles are simple: the total supply of Bitcoin hasn't changed, and the private keys haven't been compromised; that's all that matters.
Fiat currency is always being printed, global real estate is worth 350 trillion, gold is 15 trillion, and securities are 160 trillion—when Bitcoin has become one of the mainstream allocations of global capital, its price should be much more than 13 million.
You think I'm exaggerating because you've chosen the wrong reference point. Ten years ago, when Bitcoin was less than 10,000 USD, who would have said it could reach 120,000? They were called crazy too.
Also, from the orange pill necklace to the limited edition stickers from the Bitcoin conference, to those hand-painted sneakers along with this year's Bitcoin conference watch and jacket... soon I'll have the whole getup... Is anyone interested in these merch? I'm considering whether to add them as prizes for the live stream...