News Block: Trump's $1.4 Billion Crypto Payday, Strategy's Biggest Bitcoin Sale Yet & a Signal We've Seen Only 5 Times Since 2011
7/6/2026 · 8 min · transcript via whisper
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Key topics
— Trump's $1.4 billion crypto income in 2025 exceeded Coinbase's annual earnings; came from World Liberty Financial (~$800M) and the Trump token (~$635M), neither of which is Bitcoin
— Trump token collapsed 97%; roughly 1.5 million retail buyers lost $3.8 billion combined while Trump personally pocketed $636 million, illustrating the insider-favors playbook
— Democrats including Elizabeth Warren and pro-crypto Senator Rubén Gallego are now demanding ethics provisions in the Clarity Act to restrict presidential crypto profits, risking politicization of Bitcoin
— Strategy completed its largest Bitcoin sale yet: 3,588 BTC (~$216M) this week under its new monetization program; still holding 844,000 BTC and signaling continued net buyer status long-term
— Long-term holders (155+ day wallets) have returned to accumulation despite 45% of their supply sitting at a loss—a signal seen only five times since 2011, matching late 2022 cycle-bottom conditions
— Michael Saylor argues Bitcoin's strength lies in its resistance to change; the protocol's immunity to casual modification protects the 21 million supply cap and final settlement function
Market & price signals
— Bitcoin dipped roughly $1,000 on Strategy's sale announcement. Bitcoin supply-in-profit has fallen to historic lows—only the sixth occurrence since 2011. The last comparable moment was late 2022 at ~$16,000; Bitcoin subsequently gained 8x over the following two years. Long-term holder accumulation during this pain zone is cited as a notable contrarian signal worth monitoring.
Actionable insights
— Long-term holders accumulating while supply-in-profit sits near cycle lows mirrors late 2022 conditions, historically preceding strong multi-year rallies. Consider this context when evaluating bear-market sentiment. Strategy's shift from weekly purchases to discretionary sales via its $1.25 billion monetization program remains compatible with net-buyer positioning; monitor quarterly holdings updates to distinguish temporary capital needs from strategic shifts. Separate Bitcoin protocol development and monetary properties from politically branded tokens that concentrate founder/insider wealth—the former's censorship-resistance and fixed supply are distinct from mechanisms designed to enrich early backers.
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