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Saylor sold Bitcoin for the first time, Stretch hit $90, and the self-perpetuating death spiral I've been warning about just started.
• This episode is sponsored by Odoo. Sign up for free at https://www.odoo.com/r/peter
• This episode is also sponsored by Hims. Visit https://hims.com/gold to get a personalized, affordable plan that gets you.
The tech wreck Peter Schiff has been warning about may have finally started. Bitcoin plunged 16% on the week to below $60,000, wiping out all post-election gains and pushing Strategy's 840,000 Bitcoin position $12 billion underwater. Stretch preferred stock fell to $90, triggering a potential death spiral: Saylor must either raise the dividend to prop the price back up — burning through his already depleted cash reserves faster — or watch holders flee, which craters both Stretch and Strategy, forcing the liquidation of all 840,000 Bitcoin at fire-sale prices.
Strategy sold 32 Bitcoin this week — the first sale ever — and Schiff argues this was a warning shot, not a one-off. The Nasdaq dropped 4.6% on Friday after a jobs report that showed 172,000 jobs created, 158,000 of which came from the birth-death model alone. Tech layoffs hit pandemic-era highs as companies redirect payroll savings into AI CapEx. Meanwhile, Trump valued Fannie and Freddie at a trillion dollars — a fiction Schiff dismantles, since the companies' mortgage guarantees are liabilities, not assets. Gold dropped 3.3% and silver fell 8.7% on algorithmic selling, but Schiff calls it the buying opportunity of the year as every macro force — collapsing real rates, forced Fed money printing, and the flight from risk assets — points to precious metals.
Chapters:
00:00 Death Spiral Warning
00:34 Market Turbulence Setup
01:43 Jobs Report Reality Check
08:51 AI Bubble Funding Crunch
17:26 Crypto Crash and Strategy Unwind
28:19 Crypto Treasury Unraveling
29:09 Ethereum Leverage Warning
32:56 Gold Silver Safe Haven
34:57 Bitcoin Down Year Math
43:07 Fannie Freddie Valuation Myth
50:47 Dollar Stress Value Rotation Wrap
Follow @peterschiff
X: https://twitter.com/peterschiff
Instagram: https://instagram.com/peterschiff
TikTok: https://tiktok.com/@peterschiffofficial
Facebook: https://facebook.com/peterschiff
Free Reports & Market Updates: https://www.europac.com
Book Store: https://schiffradio.com/books
Sign up for Peter's most valuable insights at https://schiffsovereign.com
Schiff Gold News: https://www.schiffgold.com/news
#PeterSchiffShow #BitcoinCrash #GoldInvesting
By Peter Schiff4.6
55695,569 ratings
Saylor sold Bitcoin for the first time, Stretch hit $90, and the self-perpetuating death spiral I've been warning about just started.
• This episode is sponsored by Odoo. Sign up for free at https://www.odoo.com/r/peter
• This episode is also sponsored by Hims. Visit https://hims.com/gold to get a personalized, affordable plan that gets you.
The tech wreck Peter Schiff has been warning about may have finally started. Bitcoin plunged 16% on the week to below $60,000, wiping out all post-election gains and pushing Strategy's 840,000 Bitcoin position $12 billion underwater. Stretch preferred stock fell to $90, triggering a potential death spiral: Saylor must either raise the dividend to prop the price back up — burning through his already depleted cash reserves faster — or watch holders flee, which craters both Stretch and Strategy, forcing the liquidation of all 840,000 Bitcoin at fire-sale prices.
Strategy sold 32 Bitcoin this week — the first sale ever — and Schiff argues this was a warning shot, not a one-off. The Nasdaq dropped 4.6% on Friday after a jobs report that showed 172,000 jobs created, 158,000 of which came from the birth-death model alone. Tech layoffs hit pandemic-era highs as companies redirect payroll savings into AI CapEx. Meanwhile, Trump valued Fannie and Freddie at a trillion dollars — a fiction Schiff dismantles, since the companies' mortgage guarantees are liabilities, not assets. Gold dropped 3.3% and silver fell 8.7% on algorithmic selling, but Schiff calls it the buying opportunity of the year as every macro force — collapsing real rates, forced Fed money printing, and the flight from risk assets — points to precious metals.
Chapters:
00:00 Death Spiral Warning
00:34 Market Turbulence Setup
01:43 Jobs Report Reality Check
08:51 AI Bubble Funding Crunch
17:26 Crypto Crash and Strategy Unwind
28:19 Crypto Treasury Unraveling
29:09 Ethereum Leverage Warning
32:56 Gold Silver Safe Haven
34:57 Bitcoin Down Year Math
43:07 Fannie Freddie Valuation Myth
50:47 Dollar Stress Value Rotation Wrap
Follow @peterschiff
X: https://twitter.com/peterschiff
Instagram: https://instagram.com/peterschiff
TikTok: https://tiktok.com/@peterschiffofficial
Facebook: https://facebook.com/peterschiff
Free Reports & Market Updates: https://www.europac.com
Book Store: https://schiffradio.com/books
Sign up for Peter's most valuable insights at https://schiffsovereign.com
Schiff Gold News: https://www.schiffgold.com/news
#PeterSchiffShow #BitcoinCrash #GoldInvesting

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