Simply Bitcoin We Finally know why JP Morgan was attacking MSTR… | EP 1386
Nov 27, 2025
The podcast delves into the recent conflict between JP Morgan and MicroStrategy, shedding light on strategic motives behind JP Morgan's short sell. A timeline links major banks to ETF filings, revealing their efforts to capture Bitcoin flows. The hosts discuss the shift of crypto as a macro asset and the tactics of institutions accumulating Bitcoin amidst retail sell-offs. They also raise concerns about censorship through chat controls and the implications for free speech. The conversation wraps up with reflections on legacy finance vs. crypto challengers.
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Episode notes
Opt Out By Taking Self‑Custody
- Opt out of the banking system by moving Bitcoin into self‑custody to preserve sovereignty.
- Vote with your wallet: prioritize self‑custody over intermediated products.
The Billionaire FUD Playbook
- The hosts call out a repeatable 'billionaire FUD playbook': spread fear, crash price, then launch products to buy the dip.
- Watching actions, not rhetoric, reveals who will own long term Bitcoin exposure.
Institutions, Not Retail, Drive The Market Now
- Institutional flows now dominate Bitcoin price discovery while retail participation remains low.
- That shift changes cycles and may decouple price moves from the halving cadence.
