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BREAKING: COINBASE CEO JUST PUT A $1,000,000 TARGET ON BITCOIN BY 2030. Brian Armstrong isn’t a trader on CT. He runs the largest U.S. exchange and he’s calling for 7-figure BTC. Run the math: - 2030 target: $1,000,000 per BTC - Circulating supply then: ~20,5M coins - Implied market...

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Merlijn The Trader

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239,127 просмотров • 7 месяцев назад •via X (Twitter)

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BREAKING: $1,000,000 BITCOIN ISN’T HOPIUM. IT’S MATH. Anthony Scaramucci just laid it out cold: Bitcoin only needs to capture half of gold’s market cap to hit $1 million per coin. Gold today: ~$30 trillion Bitcoin today: ~$1.8 trillion That’s a clean 10× from here. No memes. No narratives. Just monetary physics. Timeline? 5–7 years. But here’s what Scaramucci really hammered home: The biggest risk isn’t competition. It’s volatility. Bitcoin doesn’t rise in a straight line. It breaks people. - 2013 cycle: –93 % - 2017 cycle: –86 % - 2021 cycle: –77 % - 2025 so far: –36 % at all-time highs Every single time, the majority sells the bottom. They panic. They get bored. They forget the thesis. That’s the brutal paradox: Everyone wants the $1M Bitcoin… but almost no one survives the road to get there. This isn’t a trade. It’s a conviction test. Scaramucci isn’t predicting. He’s holding. And the few who refuse to flinch will own the asset that outlives every fiat empire. The path is chaos. The destination is coded. $1M isn’t a dream. It’s inevitability for those with diamond hands and ice in their veins. Hold or be forgotten.
0:24

BREAKING: $1,000,000 BITCOIN ISN’T HOPIUM. IT’S MATH. Anthony Scaramucci just laid it out cold: Bitcoin only needs to capture half of gold’s market cap to hit $1 million per coin. Gold today: ~$30 trillion Bitcoin today: ~$1.8 trillion That’s a clean 10× from here. No memes. No narratives. Just monetary physics. Timeline? 5–7 years. But here’s what Scaramucci really hammered home: The biggest risk isn’t competition. It’s volatility. Bitcoin doesn’t rise in a straight line. It breaks people. - 2013 cycle: –93 % - 2017 cycle: –86 % - 2021 cycle: –77 % - 2025 so far: –36 % at all-time highs Every single time, the majority sells the bottom. They panic. They get bored. They forget the thesis. That’s the brutal paradox: Everyone wants the $1M Bitcoin… but almost no one survives the road to get there. This isn’t a trade. It’s a conviction test. Scaramucci isn’t predicting. He’s holding. And the few who refuse to flinch will own the asset that outlives every fiat empire. The path is chaos. The destination is coded. $1M isn’t a dream. It’s inevitability for those with diamond hands and ice in their veins. Hold or be forgotten.

Merlijn The Trader

77,152 просмотров • 8 месяцев назад

Saylor: "The U.S. should sell its gold and buy 20% of the BTC supply." For context: The U.S. accumulated gold at ~$35 for $9.1B, and they’re sitting on ≈ $1.27T in profit. That’s a 140x return over time. If the U.S. bought 20% of Bitcoin today (~$285B): BTC would need to hit $9.5M just to match gold’s return. Hard to blame people for not taking this industry seriously 💀
0:50

Saylor: "The U.S. should sell its gold and buy 20% of the BTC supply." For context: The U.S. accumulated gold at ~$35 for $9.1B, and they’re sitting on ≈ $1.27T in profit. That’s a 140x return over time. If the U.S. bought 20% of Bitcoin today (~$285B): BTC would need to hit $9.5M just to match gold’s return. Hard to blame people for not taking this industry seriously 💀

shah

33,771 просмотров • 5 месяцев назад

My take on Adam Back's $1.5M Bitcoin call: Adam Back, OG at Blockstream, just said Bitcoin to $1.5M by Spring 2028. His reasoning: BTC reaching parity with Gold's $30T market cap = a 20x from here. I have huge respect for Adam and I genuinely hope he's right. I do believe Bitcoin will eventually hit $1M, $1.5M and way beyond, but 2 years feels too aggressive for me. My own target is post-2030, once the quantum computing threat is definitively put to rest. That's still the one big overhang the market hasn't fully priced in. Would I be happy to be wrong on the timing 100%. What's your price target and timeline for BTC?
0:37

My take on Adam Back's $1.5M Bitcoin call: Adam Back, OG at Blockstream, just said Bitcoin to $1.5M by Spring 2028. His reasoning: BTC reaching parity with Gold's $30T market cap = a 20x from here. I have huge respect for Adam and I genuinely hope he's right. I do believe Bitcoin will eventually hit $1M, $1.5M and way beyond, but 2 years feels too aggressive for me. My own target is post-2030, once the quantum computing threat is definitively put to rest. That's still the one big overhang the market hasn't fully priced in. Would I be happy to be wrong on the timing 100%. What's your price target and timeline for BTC?

Lark Davis

52,359 просмотров • 2 месяцев назад

BREAKING: BLACKROCK’S LARRY FINK JUST CONFIRMED IT. SOVEREIGN WEALTH FUNDS ARE BUYING BITCOIN. “I KNOW THEY BOUGHT MORE IN THE 80s.” Not equities. Not treasuries. They bought the asset they once ridiculed. Coming from the CEO of the world’s largest asset manager, this isn’t speculation. It’s a signal. And it changes everything. - Sovereign wealth funds control $11.5 trillion globally - Just 1% into BTC is $115B in fresh demand - That’s 5× more than the total BTC held on Coinbase The last time sovereigns made a move like this? 1980s. They piled into gold, oil, and real estate, preparing for inflation, debt spirals, and global shocks. Sound familiar? Today, they’re buying Bitcoin. Silently. Before the herd. Before the headlines. So here’s the question no one dares to ask: What happens when entire nations front-run the masses and Bitcoin becomes not a hedge… but a sovereign reserve asset? The crowd is watching ETFs. But the real flows are happening off-screen in size, and in silence. The rulers are buying the rebellion. And there’s no turning back.
0:30

BREAKING: BLACKROCK’S LARRY FINK JUST CONFIRMED IT. SOVEREIGN WEALTH FUNDS ARE BUYING BITCOIN. “I KNOW THEY BOUGHT MORE IN THE 80s.” Not equities. Not treasuries. They bought the asset they once ridiculed. Coming from the CEO of the world’s largest asset manager, this isn’t speculation. It’s a signal. And it changes everything. - Sovereign wealth funds control $11.5 trillion globally - Just 1% into BTC is $115B in fresh demand - That’s 5× more than the total BTC held on Coinbase The last time sovereigns made a move like this? 1980s. They piled into gold, oil, and real estate, preparing for inflation, debt spirals, and global shocks. Sound familiar? Today, they’re buying Bitcoin. Silently. Before the herd. Before the headlines. So here’s the question no one dares to ask: What happens when entire nations front-run the masses and Bitcoin becomes not a hedge… but a sovereign reserve asset? The crowd is watching ETFs. But the real flows are happening off-screen in size, and in silence. The rulers are buying the rebellion. And there’s no turning back.

Merlijn The Trader

27,212 просмотров • 8 месяцев назад

📢 CATHIE WOOD JUST WENT FULL MEGA-BULL While the market panics over volatility and ETF outflows, Cathie Wood is doubling down on her $1.5M $BTC target by 2030 — no hesitation, no blinking. According to her: - This is just a temporary risk-off phase - Bitcoin is only halfway through its 4-year cycle - ARK still sees an active bull market - U.S. deregulation is unleashing institutional demand Adding #Bitcoin boosts portfolio performance Cathie isn’t scared. She’s not backing off. She’s calling for the mother of all Bitcoin rallies 🔥
1:16

📢 CATHIE WOOD JUST WENT FULL MEGA-BULL While the market panics over volatility and ETF outflows, Cathie Wood is doubling down on her $1.5M $BTC target by 2030 — no hesitation, no blinking. According to her: - This is just a temporary risk-off phase - Bitcoin is only halfway through its 4-year cycle - ARK still sees an active bull market - U.S. deregulation is unleashing institutional demand Adding #Bitcoin boosts portfolio performance Cathie isn’t scared. She’s not backing off. She’s calling for the mother of all Bitcoin rallies 🔥

COACHTY

130,971 просмотров • 8 месяцев назад

If the Bitcoin “four-year cycle” is broken, It’s broken FOREVER. The consequences of being wrong about the “four-year cycle” are simply too large. We’re talking about generational wealth reordering consequences. The 1% will be fine, the 99% will not be. Keep that in mind as the 1% slams FUD narratives down your throat. Consider the implications: $225,000 Bitcoin price, the market cap of Bitcoin would surpass all of the top pubco’s on the planet. Gold parity would be the final market cap boss to defeat. $MSTR would have $150B balance sheet, and capacity to issue another $40B - $60B in preferred equity. 2nd largest corporate treasury in the world. Pubcos holding Bitcoin around the world will climb the fiat pubco leaderboards, gathering power across the globe. Market cap weighted index funds exposure to Bitcoin will increase, multiples can and will expand. Inefficiencies will be captured and capitalized on. # of pubcos holding Bitcoin will balloon Bitcoin ETF exposure and demand will balloon. Bitcoin is a freight train approaching escape velocity. The architecture of the market has forever changed. Do not underestimate this.
0:29

If the Bitcoin “four-year cycle” is broken, It’s broken FOREVER. The consequences of being wrong about the “four-year cycle” are simply too large. We’re talking about generational wealth reordering consequences. The 1% will be fine, the 99% will not be. Keep that in mind as the 1% slams FUD narratives down your throat. Consider the implications: $225,000 Bitcoin price, the market cap of Bitcoin would surpass all of the top pubco’s on the planet. Gold parity would be the final market cap boss to defeat. $MSTR would have $150B balance sheet, and capacity to issue another $40B - $60B in preferred equity. 2nd largest corporate treasury in the world. Pubcos holding Bitcoin around the world will climb the fiat pubco leaderboards, gathering power across the globe. Market cap weighted index funds exposure to Bitcoin will increase, multiples can and will expand. Inefficiencies will be captured and capitalized on. # of pubcos holding Bitcoin will balloon Bitcoin ETF exposure and demand will balloon. Bitcoin is a freight train approaching escape velocity. The architecture of the market has forever changed. Do not underestimate this.

Jeff Walton

70,374 просмотров • 7 месяцев назад

This is the former President of PayPal talking about using #Bitcoin to make the $7.5 Trillion DAILY Foreign Exchange Market a much more efficient & profitable place. He is talking about building what Strike is building and compared the current monetary rails to a fax machine. I also completely agree with him that #Bitcoin will not be the currency people use to buy goods and services, however, it is a great settlement layer where you can have USD effectively on #Bitcoin rails and do immediate settlements. This is the best explanation of a corporate application of #Bitcoin being used as an invisible service layer that I've heard. If you think the corporates "don't get it" and only Twitter Anon's can "get it" - you're a moron. These people are smart and can catch up quickly with manpower. To put it into perspective, if 25% of the Daily Foreign Exchange market was on #Bitcoin rails it means $1.875 Trillion of daily consistent demand for #Bitcoin. That would equate to a $225 Trillion #Bitcoin Market Cap - assuming BofA's Bull Market Multiple is right. This means - just 25% of this market alone coming onto the #Bitcoin Rails would add $10.5m onto the price of #Bitcoin. Thanks for finding the video!
3:18

This is the former President of PayPal talking about using #Bitcoin to make the $7.5 Trillion DAILY Foreign Exchange Market a much more efficient & profitable place. He is talking about building what Strike is building and compared the current monetary rails to a fax machine. I also completely agree with him that #Bitcoin will not be the currency people use to buy goods and services, however, it is a great settlement layer where you can have USD effectively on #Bitcoin rails and do immediate settlements. This is the best explanation of a corporate application of #Bitcoin being used as an invisible service layer that I've heard. If you think the corporates "don't get it" and only Twitter Anon's can "get it" - you're a moron. These people are smart and can catch up quickly with manpower. To put it into perspective, if 25% of the Daily Foreign Exchange market was on #Bitcoin rails it means $1.875 Trillion of daily consistent demand for #Bitcoin. That would equate to a $225 Trillion #Bitcoin Market Cap - assuming BofA's Bull Market Multiple is right. This means - just 25% of this market alone coming onto the #Bitcoin Rails would add $10.5m onto the price of #Bitcoin. Thanks for finding the video!

BRITISH HODL ❤️‍🔥🐂❤️‍🔥

229,736 просмотров • 2 лет назад

CRAZY: Robert Kiyosaki just made another wild prediction about an impending financial crash. According to him, one year after the “biggest bubble burst,” we’ll supposedly see these prices: • Gold: $35,000 per ounce • Silver: $200 per ounce • Bitcoin: $750,000 • Ethereum: $95,000 For these targets to happen, gold, silver, Bitcoin, and Ethereum alone would need a combined market cap of roughly $285 trillion. That’s more than double the current value of the entire global stock market. How exactly is that supposed to work?
0:34

CRAZY: Robert Kiyosaki just made another wild prediction about an impending financial crash. According to him, one year after the “biggest bubble burst,” we’ll supposedly see these prices: • Gold: $35,000 per ounce • Silver: $200 per ounce • Bitcoin: $750,000 • Ethereum: $95,000 For these targets to happen, gold, silver, Bitcoin, and Ethereum alone would need a combined market cap of roughly $285 trillion. That’s more than double the current value of the entire global stock market. How exactly is that supposed to work?

CryptoTweets

524,365 просмотров • 1 месяц назад

🔥HOW STRATEGY, METAPLANET, AND STRIVE WILL BRING US $1,000,000 BITCOIN🔥 A new financial engine is live and it’s about to pull Bitcoin into the seven-figure range. This is not a hype cycle. It’s a capital flow inevitability. In this presentation, I break down the reflexive flywheel powering Strategy, Metaplanet, and Strive,three public companies using Bitcoin-backed preferred equity to convert fixed-income capital into relentless BTC demand. Topics Covered: How the STRC/ATM flywheel amplifies every $1 of equity into $1.33 of Bitcoin Why global allocators will flee 0–4% bonds for 11% yield backed by BTC How just 0.5% of the $153T bond market creates a $765B inflow Why post-2028 halving leaves only 82k BTC/year… vs 376k BTC/year in corporate absorption Why $1 million per BTC is the mathematical clearing price. The bond market is 150× larger than Bitcoin. The flywheel already operates across continents. PRICE IS THE FINAL VARIABLE:
22:04

🔥HOW STRATEGY, METAPLANET, AND STRIVE WILL BRING US $1,000,000 BITCOIN🔥 A new financial engine is live and it’s about to pull Bitcoin into the seven-figure range. This is not a hype cycle. It’s a capital flow inevitability. In this presentation, I break down the reflexive flywheel powering Strategy, Metaplanet, and Strive,three public companies using Bitcoin-backed preferred equity to convert fixed-income capital into relentless BTC demand. Topics Covered: How the STRC/ATM flywheel amplifies every $1 of equity into $1.33 of Bitcoin Why global allocators will flee 0–4% bonds for 11% yield backed by BTC How just 0.5% of the $153T bond market creates a $765B inflow Why post-2028 halving leaves only 82k BTC/year… vs 376k BTC/year in corporate absorption Why $1 million per BTC is the mathematical clearing price. The bond market is 150× larger than Bitcoin. The flywheel already operates across continents. PRICE IS THE FINAL VARIABLE:

Adam Livingston

19,163 просмотров • 6 месяцев назад

THIS IS A $100 TRILLION MOMENT FOR CRYPTO DTCC sits at the center of U.S. capital markets and custodies ~$100T in assets. It just began moving real assets onto blockchain rails -- with Canton Network as the first network, not the only one. They’re starting with U.S. Treasuries, the most important collateral in the world. Assets that still take days to move can now move in real time, 24/7. This isn’t experimental, Canton already processes ~10% of the U.S. repo market, moving $400B+ per day. The signal here is scale. When the plumbing of global finance starts testing crypto rails, the question isn’t if tokenization works. It’s which rails win next -- and who follows. 👀
4:04

THIS IS A $100 TRILLION MOMENT FOR CRYPTO DTCC sits at the center of U.S. capital markets and custodies ~$100T in assets. It just began moving real assets onto blockchain rails -- with Canton Network as the first network, not the only one. They’re starting with U.S. Treasuries, the most important collateral in the world. Assets that still take days to move can now move in real time, 24/7. This isn’t experimental, Canton already processes ~10% of the U.S. repo market, moving $400B+ per day. The signal here is scale. When the plumbing of global finance starts testing crypto rails, the question isn’t if tokenization works. It’s which rails win next -- and who follows. 👀

CryptosRus

98,974 просмотров • 7 месяцев назад

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.
0:22

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.

0xNobler

41,070 просмотров • 1 месяц назад

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
3:36

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

169,258 просмотров • 3 месяцев назад

Stablecoin supply on Polygon is exploding... Over the past week, the stablecoin market cap on major chains like Ethereum, TRON DAO and Solana has contracted. This is not true for Polygon | POL however, which has seen its stablecoin supply surge by more than +8% in the past seven days, reaching a total of some $3.678 billion at time of writing. $POL is now the 8th largest chain for stablecoin supply, and is close to flipping Arbitrum for the #7 spot.
0:20

Stablecoin supply on Polygon is exploding... Over the past week, the stablecoin market cap on major chains like Ethereum, TRON DAO and Solana has contracted. This is not true for Polygon | POL however, which has seen its stablecoin supply surge by more than +8% in the past seven days, reaching a total of some $3.678 billion at time of writing. $POL is now the 8th largest chain for stablecoin supply, and is close to flipping Arbitrum for the #7 spot.

BSCN

11,718 просмотров • 2 месяцев назад

The Hunt for the Ultimate Short Bad things coming, baby. Always coming. You feel it in the air, see it in the cracks of exuberance. Take Obama, he wasn’t the problem, it was the New York Times. I used his election as metaphor for the exaltation you seek in the emotional structure of a stock. The same way you’d see a statue raised to the heavens and then topple under its own weight. It’s physics. It's markets. Back in 2008, hope ran into economic reality, and reality won. Now, fast forward to Trump. Same exaltation. Same blind optimism. The macro condition doesn't care about your hero. It cares about the transformation of credit energy into higher stock prices And today? Maybe it’s $MSTR. It’s the same exaltation with Michael Saylor as the high priest. Bitcoin evangelism. A new utopia. But here’s the thing: Saylor’s a visionary, yes, but his company? It’s not Bitcoin. It’s a coin selling for three coins … The short isn’t Bitcoin; it’s the the premium that will be arbed out when $btc option market liquidity permits the pros to put an end to this silliness. Finding the best short isn’t just about spotting weakness; it’s about sensing where the narrative is 'carried on the shoulders of its believers' 🏴‍☠️
1:20

The Hunt for the Ultimate Short Bad things coming, baby. Always coming. You feel it in the air, see it in the cracks of exuberance. Take Obama, he wasn’t the problem, it was the New York Times. I used his election as metaphor for the exaltation you seek in the emotional structure of a stock. The same way you’d see a statue raised to the heavens and then topple under its own weight. It’s physics. It's markets. Back in 2008, hope ran into economic reality, and reality won. Now, fast forward to Trump. Same exaltation. Same blind optimism. The macro condition doesn't care about your hero. It cares about the transformation of credit energy into higher stock prices And today? Maybe it’s $MSTR. It’s the same exaltation with Michael Saylor as the high priest. Bitcoin evangelism. A new utopia. But here’s the thing: Saylor’s a visionary, yes, but his company? It’s not Bitcoin. It’s a coin selling for three coins … The short isn’t Bitcoin; it’s the the premium that will be arbed out when $btc option market liquidity permits the pros to put an end to this silliness. Finding the best short isn’t just about spotting weakness; it’s about sensing where the narrative is 'carried on the shoulders of its believers' 🏴‍☠️

Hugh Hendry Acid Capitalist

52,494 просмотров • 1 год назад

🧑‍⚖️ “We all saw what happens when the wrong leaders oversee the 3 letter agencies, when more supportive leaders are assigned it’s going to change the game” the current market signals can be hard to interpret during the early parts of a bull run. Highs in public interest can lead you to believe we are close to a cycle top, however, there’s analysts like Sam Callahan to remind us to look at the bigger picture. He sees the stars aligning for a continuation of a bull market into 2025. The regulatory outlook, macro direction and on-chain data look promising. The red wave that’s entering the White House in January has their cable cutters ready to enable a prosperous Bitcoin ecosystem. Establishing a fair, protective rule book for digital assets will enable banks to custody at scale and allow people, companies and organizations of all sizes to grab their BTC without fear of regulatory repercussions. Listen to The Investor's Podcast with Preston Pysh and Sam to hear about what 2025 has in store for Bitcoin. Key insights from full discussion: 🚀 BlackRock calls a 2% Bitcoin allocation reasonable, signaling a shift in institutional views. BTC is seen as a hedge and neutral monetary asset, gaining traction in mainstream asset management. [00:42] 🏭 Marathon Digital leads with 6% global hash rate and 40k BTC holdings. Their use of 0%-interest convertible debt redefines mining strategies, inspiring others like Riot to adopt similar approaches. [05:46] 🌍 Bitcoin’s geopolitical influence surges. Powell calls it gold’s rival, while Putin lauds its resilience, positioning BTC as a tool for economic sovereignty amid shifting reserve asset strategies. [17:59] 🏛️ Michael Saylor urges the U.S. to embrace BTC as “digital gold.” His bold call to sell gold reserves for Bitcoin challenges traditional financial systems, fueling debate on future strategies. [21:11] 🔮 Bitcoin adoption rises: Australian pensions invest, critics soften, and 2025 predictions point to a bull market. With limited supply, BTC’s scarcity and innovation draw global attention. [48:12] Full video:
2:22

🧑‍⚖️ “We all saw what happens when the wrong leaders oversee the 3 letter agencies, when more supportive leaders are assigned it’s going to change the game” the current market signals can be hard to interpret during the early parts of a bull run. Highs in public interest can lead you to believe we are close to a cycle top, however, there’s analysts like Sam Callahan to remind us to look at the bigger picture. He sees the stars aligning for a continuation of a bull market into 2025. The regulatory outlook, macro direction and on-chain data look promising. The red wave that’s entering the White House in January has their cable cutters ready to enable a prosperous Bitcoin ecosystem. Establishing a fair, protective rule book for digital assets will enable banks to custody at scale and allow people, companies and organizations of all sizes to grab their BTC without fear of regulatory repercussions. Listen to The Investor's Podcast with Preston Pysh and Sam to hear about what 2025 has in store for Bitcoin. Key insights from full discussion: 🚀 BlackRock calls a 2% Bitcoin allocation reasonable, signaling a shift in institutional views. BTC is seen as a hedge and neutral monetary asset, gaining traction in mainstream asset management. [00:42] 🏭 Marathon Digital leads with 6% global hash rate and 40k BTC holdings. Their use of 0%-interest convertible debt redefines mining strategies, inspiring others like Riot to adopt similar approaches. [05:46] 🌍 Bitcoin’s geopolitical influence surges. Powell calls it gold’s rival, while Putin lauds its resilience, positioning BTC as a tool for economic sovereignty amid shifting reserve asset strategies. [17:59] 🏛️ Michael Saylor urges the U.S. to embrace BTC as “digital gold.” His bold call to sell gold reserves for Bitcoin challenges traditional financial systems, fueling debate on future strategies. [21:11] 🔮 Bitcoin adoption rises: Australian pensions invest, critics soften, and 2025 predictions point to a bull market. With limited supply, BTC’s scarcity and innovation draw global attention. [48:12] Full video:

J64

24,261 просмотров • 1 год назад

"Gold shows where Bitcoin is headed" Store of Bitcoin Podcast (SoB#040) with Roberto Rios (Peruvian Bull) Roberto Rios In this episode, Roberto Rios, known as the Peruvian Bull, and a prominent voice in macroeconomics and Bitcoin discussions, talks about the intricate relationship between Bitcoin, gold, and global economic policies. He delves into the recent market reactions to economic events, particularly focusing on Japan's monetary policy and its implications for global liquidity. Rios emphasizes the importance of understanding Bitcoin's utility value as a monetary medium and its potential to outperform gold in the long run. The conversation also touches on the skepticism surrounding Bitcoin and the challenges it faces in gaining wider acceptance as a legitimate asset class. Dr. Francesco Madonna (bitvault.sv) Johan Bergman Store of Bitcoin - Bitcoin as Store of Value
1:08:53

"Gold shows where Bitcoin is headed" Store of Bitcoin Podcast (SoB#040) with Roberto Rios (Peruvian Bull) Roberto Rios In this episode, Roberto Rios, known as the Peruvian Bull, and a prominent voice in macroeconomics and Bitcoin discussions, talks about the intricate relationship between Bitcoin, gold, and global economic policies. He delves into the recent market reactions to economic events, particularly focusing on Japan's monetary policy and its implications for global liquidity. Rios emphasizes the importance of understanding Bitcoin's utility value as a monetary medium and its potential to outperform gold in the long run. The conversation also touches on the skepticism surrounding Bitcoin and the challenges it faces in gaining wider acceptance as a legitimate asset class. Dr. Francesco Madonna (bitvault.sv) Johan Bergman Store of Bitcoin - Bitcoin as Store of Value

Alessandro Ottaviani

16,495 просмотров • 9 месяцев назад

🚨 SOMETHING VERY STRANGE IS HAPPENING Remember when Michael Saylor told you to sell your kidney instead of selling your Bitcoin? He just sold 3,588 BTC for $216 million. Do you understand what it means? A month ago, they sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:34

🚨 SOMETHING VERY STRANGE IS HAPPENING Remember when Michael Saylor told you to sell your kidney instead of selling your Bitcoin? He just sold 3,588 BTC for $216 million. Do you understand what it means? A month ago, they sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

298,521 просмотров • 1 месяц назад

Watch the market care… Strategy just sold another 1,638 BTC for $105 million. Third sale of 2026. $19,000 loss per coin against their cost basis. Bitcoin is up 2% today anyway. Six months ago every Strategy sale sent Bitcoin lower. The market treated Saylor's moves as the primary demand signal. Now he is selling and nobody cares. That tells you the bid underneath Bitcoin is no longer dependent on one company's capital raises and that is a healthier market structure than we had at the start of the year. The deeper story is that Strategy has not bought a single Bitcoin in over five weeks. The company built its identity around perpetual accumulation. It is now sending proceeds to preferred dividends and STRC buybacks instead. The playbook shifted from offense to defense. The market cares. $BTC
0:25

Watch the market care… Strategy just sold another 1,638 BTC for $105 million. Third sale of 2026. $19,000 loss per coin against their cost basis. Bitcoin is up 2% today anyway. Six months ago every Strategy sale sent Bitcoin lower. The market treated Saylor's moves as the primary demand signal. Now he is selling and nobody cares. That tells you the bid underneath Bitcoin is no longer dependent on one company's capital raises and that is a healthier market structure than we had at the start of the year. The deeper story is that Strategy has not bought a single Bitcoin in over five weeks. The company built its identity around perpetual accumulation. It is now sending proceeds to preferred dividends and STRC buybacks instead. The playbook shifted from offense to defense. The market cares. $BTC

Chento

17,973 просмотров • 7 дней назад

🚨: Brad Garlinghouse predicts the total crypto market cap could soar to $5 TRILLION — and if XRP captures its share, it could reach a price of $89 per #XRP!! MASSIVE CAPITAL IS LINING UP TO ENTER THE #XRPL — spearheaded by REAL Token, the initiative set to transform real estate into fully digital, on-chain assets. With a $100B market cap target, REAL has the potential to surge from just $0.043 to a staggering $998.90 — the upside is hard to ignore. 🔗 Grab REAL Token here: ⚠️ PHASE 1 SUPPLY IS BELOW 100 MILLION — PRICE NOW AT JUST $0.035. THE CLOCK IS TICKING TOWARD A MAJOR SUPPLY SHOCK AND SURGE IN VOLUME!
0:39

🚨: Brad Garlinghouse predicts the total crypto market cap could soar to $5 TRILLION — and if XRP captures its share, it could reach a price of $89 per #XRP!! MASSIVE CAPITAL IS LINING UP TO ENTER THE #XRPL — spearheaded by REAL Token, the initiative set to transform real estate into fully digital, on-chain assets. With a $100B market cap target, REAL has the potential to surge from just $0.043 to a staggering $998.90 — the upside is hard to ignore. 🔗 Grab REAL Token here: ⚠️ PHASE 1 SUPPLY IS BELOW 100 MILLION — PRICE NOW AT JUST $0.035. THE CLOCK IS TICKING TOWARD A MAJOR SUPPLY SHOCK AND SURGE IN VOLUME!

CryptoGeek

48,331 просмотров • 1 год назад