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April 11, 2025 14 mins

Yes—you read that right. One man inside the U.S. Government could be setting up the biggest Bitcoin pump in history. And this isn’t clickbait—it’s bigger than most people realize. I’m talking about U.S. Commerce Secretary Howard Lutnick—and his web of connections that puts him right in the middle of a shadow network of whales holding nearly 600,000 BTC. So, why is someone with that much power building a $2 billion Bitcoin machine? Why is Tether quietly buying massive stakes in his firm? And is the U.S. Government actually planning a sovereign wealth fund—to back him up? Real quick—I’m Mark Moss. I’ve built and sold multiple tech companies, invested through every boom and bust of the last two decades, and today I’m a partner at a top Bitcoin Venture Fund and advisor to public tech companies. I also publish the Quantum Wave Investment Report—where I help investors profit from the biggest shifts in Tech and Money before the rest of the world catches on. In this video, I’m going to break down exactly how Lutnick’s strategy works: -The $2B Bitcoin playbook unfolding -How it ties into two potential U.S. Bitcoin programs—yes, government-backed -And why this could ignite the most aggressive Bitcoin bull run we’ve ever seen. Trust me— this rabbit hole runs deep. So lets go

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Speaker 1 (00:00):
Yes, you read that right. One man inside the US
government could be setting up the biggest bitcoin pump in history.
And this isn't clickbait. It's bigger than most people realize.
I'm talking about the US Commerce Secretary Howard Lutnik. I'm
talking about his web of connections that puts him right
in the middle of a shadow network of Wales holding
nearly six hundred thousand bitcoins. So why is someone with

(00:23):
that much power building a two billion dollars bitcoin machine?
And what does Tether have to do with all of this?
And is the US government actually planning a sovereign wealth
fund to back all of this up? Now, real quick,
on Mark Moss. I've built, I've sold multiple tech companies,
invested through every boom and bust market for the last
two decades, and today I'm a partner at a top
bitcoin venture capital fund. I advise public tech companies, and

(00:47):
I also publish the Quantum Wave Investment Report, where I
help investors profit from the biggest shifts in technology and
money for the rest of the world wakes up. In
this video, I'm going to break down exactly how Lutnix's
strategy works. Two billion dollar Bitcoin Playbook that's unfolding right now,
how it ties into two potential US bitcoin programs, yes,

(01:07):
government back programs, and why this could ignite the most
aggressive bitcoin bull run that we've ever seen. Trust me,
this rabbit hole goes deep. So let's go all right,
so let's jump right into this. I'm gonna use my
whiteboard here on my computer to try to map all
this out for you, draw it out for you. Okay.
So at the center of all this, we have one

(01:29):
man working inside the government, and that is Howard Lutnik.
Now most people don't know who he is, but if
you do know, you probably know. He's the CEO of
Cantor Fitzgerald, is an old school Wall Street institution. But
what they don't know is that he's also the current
US Commerce Secretary, Meaning he's not just playing the game.
He's not just in Wall Street trying to play along.

(01:51):
He's actually in the US government writing the rules. So
that's Howard Letting. Now his company is Cantor Fits. So
let's bring this over. As I said, this is an
old school Wall Street firm, and Cantor Fitzgerald quietly announced
a new bitcoin financing business. So what they want to

(02:11):
do is they want to provide financing or liquidity in
the bitcoin space, specifically for borrowing against your bitcoin. So
they have a two billion dollar fund that they've set
up to finance people that want to borrow against their bitcoin,
which is great because as I always say all the time,
don't sell your bitcoin, borrow against it, and that's exactly
what they're doing. They've announced they have two billion dollars

(02:32):
of liquidy for bitcoin, and let's go ahead and bring
bitcoin over. So we have this on our game board
as well. So here we have Lutnick, the CEO of
Cantor Fitzgerald, bringing in two billion dollars of new liquidity
entering the system without triggering any supply demand metrics. And
then we have bitcoin right here. So we're starting to
see how this is shaping up now. As I said,

(02:54):
Lutnik is in the government now. Before he was just
part of Wall Street, but now he's part of Wall
Street and he's in the government, and he's writing the
policy in order to do this. It's a book right
out of Wall Street's financial engineering playbook. By the way,
Bitcoin twenty twenty five is coming up in Las Vegas here.
I'm going to be there speaking. Come hang out. I'll
put a link down below if you want to save
somebody on tickets and come hang out with me. You

(03:15):
never know who's going to be there. Well I'll be there, okay.
So now here's where it starts getting interesting. Now. Cantor
Fitzgerald is an old school Wall Street investment firm. They've
invested into many things, like, for example, over here, a
very controversial company. You might have heard quite a bit
about Tether now. Tether is a US dollar stable coin.
It's the oldest US dollar stable coin, and it's been

(03:37):
rumored for years and years and years and years and
years to be behind bitcoin pumping and all of that.
I've never believed any of that. That's a whole no subject.
If I'm going to make a video about that, let
me know in the comments down below. But Teather is
the largest US dollar stable coin company and they hold
over eighty three thousand bitcoin. Now who owns a big
piece of them, Well, that would be, of course Cantor Fitzgerald.

(04:02):
Here we have over here Cantor Fitzgerald owning about five
percent of Tether. So Lutnick owns Canto Fitzgerald, the CEO.
They have now launched bitcoin products and they also own
five percent of tether over here. Okay, so we're starting
to see how this whole thing shapes out. Now, why
would they own what would this legacy Wall Street firm

(04:24):
buy into the biggest stable coin printer in the entire world. Well,
probably because they know exactly where this is headed, all right. Now,
another big investment that Cantor Fitzgerald has made is in
this company Strategy. He might have heard of them, formerly
Micro Strategy. They've gone ahead and changed their name because
they're all in in bitcoin. Now. Now, at this point,
we know that Cantor Fitzgerald took a massive investment in

(04:47):
the strategy. We don't know exactly how much ownership, about
a billion dollars just in quarter four of twenty twenty four,
so very recent. So if you think Strategy is not
a good play, well you might want to go talk
to Lutnik because he's put a billion dollars in last quarter.
He obviously understands something about Strategy that we don't. So
now we have Lutnik inside the US government, CEO of

(05:09):
Cantor Fitzgerald making massive investments. Billion dollar investment in Strategy,
six hundred million dollar investment into Tether because they know
exactly what's going on. But here's where things even get
more shocking. As Commerce Secretary Lutnik is working with the
Treasury and the White House Economic Advisors to build not one,
but two government level bitcoin programs. First of all, they

(05:32):
are building a US Sovereign Wealth Fund, of which potentially
Lutnik will be in charge of. So Lutnik now will
be directing the US government to be investing money as
part of a US Sovereign Wealth Fund. Now what do
you think that Lutnick might advise the US Sovereign Wealth
Fund to buy. Well, if you're looking at this web,

(05:54):
you might think bitcoin, and you'd probably be right. The
other plan that the government has putting together is a
US Strategic Bitcoin Reserve. And of course what would they
be buying specifically, Well, it says it right in the name,
and that would be bitcoin as well. So now we
have Lutnick, CEO of Cantor Fitzgerald, making billion dollar investments

(06:16):
into strategy and into Tether, and as well as creating
a two billion dollar product around bitcoin, at the same
time working inside the government to get the government to
buy bitcoin for both the US Sovereign Wealth Fund and
a strategic bitcoin reserve. Now what would the goal of
all this be. Well, of course, if you can get
the government to make a budget neutral, meaning that they

(06:38):
don't spend any more money from taxes, then the direct
cost of the public is none. But let's be real here.
That's government code for financial engineering. But what do we
really get here, Well, we get a man with power
in both government and finance. We get a trillion dollar
firm issuing bitcoin backed leverage. We get two of the
biggest wells in crypto standing behind it, and we have
a government quietly position in itself to become bitcoin's biggest holder. Now, look,

(07:03):
this isn't some dream, this isn't some fragmented movement. This
is a bitcoin flywheel machine, a feedback loop machine, if
you will. So how does this machine actually work besides
obviously putting all these pieces together. Well, what happens is
number one is we get a capital injection into Cantor's play. So,

(07:23):
by Cantor Fitzgerald working with Wall Street and allowing Wall
Street to bring that liquidity into the market without the
sell their bitcoin, we have all this new capital entering
the market. Now, all that new capital entering the market
boost their buying power without increasing the supply. So if
we can do that without increasing the supply, that pushes

(07:44):
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Step number two is in the market activity starts to surge,
So all that fresh leverage, all that demand starts flooding in.

(08:48):
Now we have traders we have funds, we have wills
starting to use borrow capital to accumulate even more bitcoin,
because of course they're all expecting the price to rise. Now,
this increased buying activity pushes prices higher, just like we
saw during previous bull runs, except for this time the
equity is coordinated from the top. Okay, the third part
step three is we have major stakeholders starting to profit,

(09:11):
and so as Bitcoin starts going up, we have companies
here like Strategy holding five hundred thousand bitcoin. Now we
have companies like Tether owning eighty four thousand bitcoin seeing
the value of their holdings explode. Imagine as Bitcoin goes
from one twenty one point fifty two hundred and micro
Strategy or now Strategy owns five hundred thousand of them. Now, remember,

(09:33):
as the value of their holdings goes up, so does
their equity. And Cantor Fitzgerald owns both. They own bitcoin
and they own the company's equity. And so as the
company's equity and their valuation goes up, then Cantor Fitzgerald
gets shall we say, a double dip. Now, Step number
four is institutional endorsement. So here's where it starts getting

(09:55):
really interesting. You see when the government, through the US
Sovereign Well Fund and the US Bitcoin Strategic Reserve as
the government adoption, enters the cycle through two potential moves
through this budget neutral strategy, meaning they're just reallocating money.
But what it does is it creates this massive byside demand.
And more importantly, what it does is that signals bitcoin

(10:18):
is now a strategic national asset. What does that mean? Well, basically,
when the US signals full institutional backing of bitcoin, it's
not just the wells piling anymore. Now it's pensions, it's endowments,
it's corporations, it's other nations. And that leads us to
step number five, which of course is institutional fomo. So

(10:40):
we have now Wall Street, let's just bring them in
here and let's put them at the middle. Now, institutional fomo.
Now we have created a system that allows them to
be okay putting money in. With the government backing of this,
they start piling in, which then continues to feed the flywheel.
They buy more, they tap into Fitzgerald's debt, they get

(11:03):
the debt, they bring more liquid to market. The buying
pushes the price up without bringing new supply to market,
which then brings the valuation of bitcoin up. Then companies
like micro Strategy or Strategy and Tether see the valuation
of their holdings go up as well as their stock
go up at the same time, and we have a
perfect flywheel. The momentum attracts capital. The capital means more demand.

(11:26):
More demand means more leverage. More leverage equals higher prices,
and the cycle spins again and again. This is the
flywheel going round and round and round, and the faster
it spins, the faster it goes up. Now, this isn't
a hype cycle, right, This is a coordinated system of leverage,
the coordinating system of leverage, legitimacy, and liquidity. That's why

(11:46):
I'm calling this a bitcoin flyweel machine. And it's already
in motion. Now let's talk about what this means for you,
because if you're holding bitcoin or you're thinking about buying bitcoin,
this changes everything. Right. This isn't retailth this isn't another
hype wave. This is state level game theory. This is
financial infrastructure being built around, being built under your feet. Now,

(12:10):
when governments and private sectors start to coordinate like this,
they're not speculating. Okay, that's what you and I did
in the first phase. What they're doing is positioning. Now,
this is why I always show you this chart. We
pull it up here of the fifty year cycle. So
this fifty year cycle I reference all the time is
our blueprint to understanding this. So in this fifty year

(12:32):
what I call quantum wave investment cycle, we have four
distinct phases. We can see in phase number one, which
we've been in this first ten years, is what we
call the eruption phase, and this is where retail money
rushes in. This would be from twenty ten to twenty twenty.
Then from twenty twenty to twenty thirty, we have what's

(12:53):
called the frenzy phase. Now you can see from this
green arrow, this is where we're at right here. It's
important to understand this now. The reason why it's important
to understand this is because these four distinct phases give
us this blueprint, this roadmap of where we're at. If
we look at it from another way, we can see
this first part right here again was the retail eruption phase.
So this is where you and I bought a bunch.

(13:15):
We got to front run the governments. We saw the
all coin explosion. But right now from twenty twenty to
twenty thirty. Right in this big part of the movie
here is the institutional frenzy phases, where institutions, where the
Wall Street institutions, where the governments, the sovereigns start to
frenzy in this is where the big money is made.
And if you understand the playbook, you know how to

(13:36):
invest through it. Now, this kind of coordinated leverage and demand,
it doesn't lead to twenty percent gains, It leads to multiples.
It leads to a full blown bitcoin supply shock in
the middle of an adoption wave with government signaling right
behind it. Now, that's when you stop measuring growth in percentages,
you start thinking about it in exponentials. It also means
you have to stop investing in the rear view mirror.

(13:59):
That means you to stop thinking about the past. You
have to stop thinking about how expensive things are based
off of the past. So, yeah, but bitcoin used to
be ten cents and ten dollars and one hundred dollars,
not thousand dollars. The Yeah, that's in the past. What
we want to be doing is investing in the windshield.
We want to be thinking about the future, thinking about
things where things are going, and by understanding the cycles,

(14:19):
you can follow the exact same playbook. Now, if you
want to see me break down the entire playbook and
show you where I think bitcoin is in twenty thirty,
twenty forty, and twenty fifty and give you all the
math to back it up, then you might want to
go watch this video right here. But here's the thing.
Either way, I'll hope you realize what's happening here. Howard
luttnex plan isn't some fantasy. It's real. It's unfolding right now,

(14:40):
and it could mark the beginning of the next generational
wealth transfer for those that are paying attention. Let me
know what you think in the comments down below. Thumbs
up if you like it. Otherwise, that's what I got
to your success. I'm out.
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