Bitcoin's Bull Case, Macro, AI & 2026 Predictions | Jordi Visser
Published: 2025-12-12
Status:
Available
|
Analyzed
Published: 2025-12-12
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 59
Prediction
Topic
Status
Bitcoin is predicted to remain a significant asset for at least the next 10-20 years.
"The odds on Bitcoin being an important asset 10 years from now, 20 years from now are extremely high."
Pending
Bitcoin's market cap is predicted to increase significantly, driving a rally next year.
"I'm confident that the market cap of Bitcoin will be much higher and I think that's going to be a big story behind the rally next year."
Incorrect
The distribution phase for Bitcoin is considered over. A short squeeze is expected within the next few years.
"I actually think it's over. The OG's will continue to be selling. There will be a short squeeze in in Bitcoin at some point over the next few years."
Pending
Bitcoin is highly likely to be an important asset in 10-20 years.
"I have no doubt in my mind that the odds on Bitcoin being an important asset 10 years from now, 20 years from now are extremely high."
Pending
Within 5-10 years, a shift from fiat assets into Bitcoin is expected.
"I believe that 5 to 10 years from now, there will be a rotation out of these fiat assets and into Bitcoin."
Pending
Bitcoin's price is predicted to increase significantly due to ongoing skepticism from those controlling large amounts of wealth.
"I think Bitcoin is going to go much much higher and I think it's because there's so many people that doubt it still that control most of the world's money."
Incorrect
Bitcoin is considered the purest AI trade, with its perceived value increasing as AI technology advances.
"Bitcoin is the purest AI trade because its belief emote strengthens as AI speeds up."
Incorrect
Bitcoin is predicted to be the best performing asset because it is not susceptible to innovation comparisons, unlike other cryptocurrencies.
"Bitcoin is the only thing that I'm aware of, not Ethereum, not Solana, not any of them because it's the only one that doesn't actually need to worry about the innovation comparison."
Incorrect
The current top-performing tech companies (Mag 7) are predicted to underperform.
"So in no way, shape, or form do I believe those companies are going to outperform."
Incorrect
Sovereign wealth funds and pension funds are expected to increase their allocation to Bitcoin in the coming year, contributing to a rally.
"I fully expect that sovereign wealth funds, pension funds and everything around that around the globe will allocate more and more money towards Bitcoin in uh in the coming year and I think that's going to be a big story behind the rally next year."
Incorrect
The distribution phase for Bitcoin holders is believed to be over, with the shift potentially concluding around October.
"I actually think it's over. I think it's kind of been over to some degree since October."
Incorrect
If Bitcoin closes above $92,000 for three consecutive days, retail investors are expected to re-enter the market and drive its price higher.
"I believe when Bitcoin gets back up on the year, I'll say three daily closes above 92,000 which is about where it closed last year. I think the retail crowd will be back in pushing this thing."
Incorrect
A short squeeze in Bitcoin is anticipated to occur within the next few years.
"I think there will be a short squeeze in in Bitcoin at some point over the next few years."
Pending
Bitcoin is predicted to reach $1 million within 10 years.
"Bitcoin will be a million in 10 years."
Pending
Bitcoin is expected to increase in value by 10 to 30 times its current price in the future.
"I wrote a piece believing that Bitcoin will definitely be 10 20 30 times higher than it is today in the future."
Pending
Bitcoin is predicted to reach $1 million within 10 years.
"Bitcoin's going to be a million in 10 years."
Pending
Countries are expected to increase their Bitcoin reserves for diversification purposes, with one country's admission likely triggering others.
"I believe Bitcoin reserves are going to increase. I I think it's just a matter of when the first one admits they've done it and then they're all going to have to do it for diversification."
Pending
MicroStrategy's stock performance is negatively impacted by Bitcoin's flat performance and the collapse of market volatility.
"I still believe in that component. I think the other thing that's hurt him aside from Bitcoin just having a a zero year is the fact that he depends a lot on volatility and volatility's collapse. So Micro Strategy is a reflection of the volatility in the market as well."
Incorrect
The speaker owns MicroStrategy not just for Bitcoin leverage, but as a bet on its future business opportunities in the digital economy, especially if Bitcoin reaches $1 million.
"I own it because it's a bet on the capital structure of the digital economy five years from now when Bitcoin is at a million. That is my belief. So the reason I own it is for the excess business opportunities that will present itself to Strategy."
Pending
Countries are predicted to increase their Bitcoin reserves for diversification, with one country's admission likely prompting others to follow suit.
"I think Bitcoin reserves are going to increase. I I think it's just a matter of when the first one admits they've done it and then they're all going to have to do it for diversification."
Pending
Bitcoin's price is expected to rise significantly due to the ongoing skepticism of those who control a large portion of global wealth.
"I think Bitcoin is going to go much much higher and I think it's because there's so many people that doubt it still that control most of the world's money."
Incorrect
A shift from fiat assets to Bitcoin is anticipated within the next 5 to 10 years.
"I believe that 5 to 10 years from now, there will be a rotation out of these fiat assets and into Bitcoin."
Pending
Sovereign wealth funds and pension funds are expected to increase their Bitcoin allocations in the upcoming year, fueling a rally.
"I fully expect that sovereign wealth funds, pension funds and everything around that around the globe will allocate more and more money towards Bitcoin in uh in the coming year and I think that's going to be a big story behind the rally next year."
Incorrect
The distribution phase for Bitcoin holders is considered finished, potentially concluding around October.
"I actually think it's over. I think it's kind of been over to some degree since October."
Incorrect
If Bitcoin sustains three daily closes above $92,000, retail investors are expected to re-enter the market and drive its price up.
"I believe when Bitcoin gets back up on the year, I'll say three daily closes above 92,000 which is about where it closed last year. I think the retail crowd will be back in pushing this thing."
Incorrect
A short squeeze for Bitcoin is anticipated within the next few years.
"I think there will be a short squeeze in in Bitcoin at some point over the next few years."
Pending
Bitcoin is projected to reach $1 million within a decade.
"Bitcoin will be a million in 10 years."
Pending
Bitcoin is expected to increase 10 to 30 times its current value in the future.
"I wrote a piece believing that Bitcoin will definitely be 10 20 30 times higher than it is today in the future."
Pending
Growth stocks (likely referring to AI-related stocks) are predicted to underperform starting in 2026, which is seen as a bullish indicator for Bitcoin.
"I believe it's going to start happening in 2026, which is the most bullish argument I can make for Bitcoin is that they're going to be searching for need finally."
Pending
Bitcoin's market cap is expected to be significantly higher, indicating it is currently mispriced.
"The reason I'm confident that the market cap of Bitcoin will be much higher and that it's mispriced right now..."
Incorrect
The earnings multiples of leading AI companies are expected to decrease.
"I expect that their earnings multiples will compress over time."
Correct
Bitcoin is positioned as a digital store of value, distinct from 'digital gold,' and should be compared to the entire fiat store of value.
"Bitcoin to me is not digital gold. It's a digital store of value, which means it is converted or it should be compared to the entire fiat store value."
Incorrect
Investments in data centers for AI could become worthless or stranded assets within 5 years due to future technological advancements.
"I think the disruption that will come from these investments they made, these data centers could become worthless over time. They could be stranded assets in 5 years."
Pending
A rotation from fiat assets into Bitcoin is predicted within the next 5 to 10 years.
"...that 5 to 10 years from now, there will be a rotation out of these fiat assets and into Bitcoin."
Pending
Fiscal dominance in the United States is a persistent trend due to observable data and political polarization.
"Fiscal dominance is not going away in the United States because the data is so easy to see and because we're so polarized right now."
Correct
Older demographics (above 50) are unlikely to adopt Bitcoin, with adoption decreasing with increasing age.
"I can tell you in my meetings with anyone above the age of 50, the probability that they embrace this story is very, very low. The higher an age you go, the lower it gets."
Incorrect
Bitcoin is predicted to significantly increase in price due to continued doubt from those who control substantial wealth.
"I think Bitcoin is going to go much much higher and I think it's because there's so many people that doubt it still that control most of the world's money."
Incorrect
Fiscal dominance is unlikely to end because monetary policy is ineffective in addressing wealth distribution issues.
"There is no way for fiscal dominance to end because we've reached a point where on the one side monetary policy doesn't work in a distributional wealth problem..."
Pending
Government transfer payments are growing at 9% annually, effectively functioning as a form of Universal Basic Income.
"Transfer payments are government-issued money that goes for social security, Medicare, Medicaid. That number is growing at 9% a year. So we already have UBI."
Incorrect
Bitcoin is considered the 'purest AI trade' because its underlying belief strengthens with the acceleration of AI.
"You wrote that Bitcoin is the purest AI trade because its belief emote strengthens as AI speeds up."
Incorrect
AI is predicted to disrupt all businesses, with real estate already experiencing this disruption.
"AI will disrupt all businesses. It has already disrupted real estate."
Incorrect
The speaker believes technology will enable humans to live longer and maintain their current age.
"I believe the technology will allow human beings to do that. But I want to stay at my current age."
Pending
Bitcoin's strength in an AI-driven world lies in its foundation as a belief system rather than an innovation, setting it apart from other cryptocurrencies.
"Bitcoin is the only thing that I'm aware of, not Ethereum, not Solana, not any of them that doesn't have it's a belief, it's not an innovation. And that becomes the strength."
Incorrect
The speaker no longer believes current money systems are sustainable.
"money systems are sustainable."
Pending
AI is not expected to replace all jobs; instead, work will become optional.
"AI will not replace all jobs. So, this whole feeling that we're going to have massive job losses and replacements, what Alon Mus says is work will be optional."
Pending
Bitcoin is predicted to be the best performing asset due to its immunity from innovation-based comparisons.
"I believe Bitcoin will be the best performing asset because it's the only one that doesn't actually need to worry about the innovation comparison."
Incorrect
Tokenization will unlock liquidity for assets like real estate, venture capital, private equity, and private credit.
"Tokenization is going to allow people that own real estate to get liquidity that own venture capital funds where they're getting no cash, private equity, private credit, all of these places around the g globe."
Correct
Sovereign wealth funds and pension funds globally are expected to increase their allocation to Bitcoin in the coming year, driving next year's rally.
"I fully expect that sovereign wealth funds, pension funds and everything around that around the globe will allocate more and more money towards Bitcoin in uh in the coming year and I think that's going to be a big story behind the rally next year."
Incorrect
Governments will continue to provide financial support to voters and avoid heavily taxing the wealthy to prevent economic harm, indicating sustained fiscal dominance.
"In the interim, whether it takes 15 years, the government will continue to give money to people that are voters that need the money and they will continue to try to find ways to not tax the wealthy in a way that would hurt the economy."
Pending
Earnings multiples for AI companies are expected to compress as they may not generate sufficient revenue to justify current valuations.
"I don't think they're going to get enough revenues in the door to justify the earnings multiple that they have. So I expect that their earnings multiples will compress over time."
Incorrect
Despite strong GDP growth, job creation has stagnated, a phenomenon attributed to innovation and AI, which is expected to exacerbate the situation.
"We have never had a history a time in history in the United States of America where we had nominal GDP and real GDP growing at the levels that we do. We are basically growing nominally at at close to 5% real GDP last quarter and then what'll happen this quarter will be above 3% and yet we've created no jobs. Small businesses have lost uh jobs six of the last seven months. This has never happened before and this is because of innovation and artificial intelligence is only going to worsen the situation."
Incorrect
Tesla, along with other companies benefiting from humanoids, is expected to outperform, and its market position is likened to Bitcoin's.
"There will be some like Tesla and things that'll benefit from humanoids that'll probably outperform, but the reality is when you go through the rest of the world, Tesla is very similar to Bitcoin."
Incorrect
AI is predicted not to eliminate all jobs, but rather make work optional.
"AI will not replace all jobs. So, this whole feeling that we're going to have massive job losses and replacements, what Alon Mus says is work will be optional."
Pending
Five out of the seven Mag 7 companies are predicted to continue underperforming the S&P 500.
"Of the MAG 7, five of the seven companies have underperformed the S&P 500. Only Google has really outperformed this year. I believe that that's going to continue."
Incorrect
The earnings multiples of leading AI companies are predicted to decrease.
"I expect that their earnings multiples will compress over time."
Pending
The distribution phase for Bitcoin is believed to be over, with some indication of it concluding as early as October.
"I actually think it's over. I think it's kind of been over to some degree since October."
Incorrect
Investments in AI data centers may become worthless or stranded assets within five years.
"I think the disruption that will come from these investments they made, these data centers could become worthless over time. They could be stranded assets in 5 years."
Pending
Institutional buyers of Bitcoin, including ETF purchasers, wealthy individuals, pension funds, and sovereign wealth funds from the Western world, are identified.
"The second point is the institutional side, the ETF buyers. Let's put them in as the wealthy individuals around the globe including pension funds, sovereign wealth funds and the people in the western world."
Incorrect
The buying power of retail traders is considered enormous and will significantly impact Bitcoin's price when momentum shifts upwards, indicated by moving averages.
"I think that buying power is now back to clean. It's enormous. Whenever that buying power is there and they only play from the long side when it starts to get going. We just need to see some moving averages tick out."
Correct
Fiscal dominance in the US is expected to persist due to readily available data and political polarization.
"Fiscal dominance is not going away in the United States because the data is so easy to see and because we're so polarized right now."
Correct
Retail traders are expected to re-enter the market and drive Bitcoin's price higher once it achieves three daily closes above $92,000.
"I believe when Bitcoin gets back up on the year, I'll say three daily closes above 92,000 which is about where it closed last year. I think the retail crowd will be back in pushing this thing."
Incorrect
Fiscal dominance is unlikely to cease because monetary policy is ineffective in addressing wealth distribution issues.
"There is no way for fiscal dominance to end because we've reached a point where on the one side monetary policy doesn't work in a distributional wealth problem..."
Pending
Bitcoin miners are expected to reduce their selling activity due to AI generating revenue streams for their businesses.
"And I think the Bitcoin miners have been reduced going forward as a seller because of AI because their businesses are now starting to get a revenue stream which means they don't have to sell as much as they did in the past."
Pending
Government transfer payments are growing at 9% annually, effectively acting as a form of Universal Basic Income.
"Transfer payments are government-issued money that goes for social security, Medicare, Medicaid. That number is growing at 9% a year. So we already have UBI."
Incorrect
Bitcoin is predicted to be 10 to 30 times higher than its current value in the future.
"I wrote a piece believing that Bitcoin will definitely be 10 20 30 times higher than it is today in the future."
Pending
The speaker believes technology will enable humans to live longer and maintain their current age.
"I believe the technology will allow human beings to do that. But I want to stay at my current age."
Pending
Retail traders are anticipated to drive Bitcoin's price above $100,000 within the next few weeks.
"In this case, you're thinking that retail could actually take Bitcoin back above 100K in the next few weeks."
Incorrect
The speaker no longer believes that current money systems are sustainable.
"money systems are sustainable."
Pending
A short squeeze in Bitcoin is predicted to occur at some point within the next few years.
"I think there will be a short squeeze in in Bitcoin at some point over the next few years."
Pending
AI is not expected to replace all jobs; instead, work will become optional.
"AI will not replace all jobs. So, this whole feeling that we're going to have massive job losses and replacements, what Alon Mus says is work will be optional."
Pending
Governments are expected to increase their Bitcoin reserves for diversification purposes, with the first admission signaling a trend.
"I think Bitcoin reserves are going to increase. I I think it's just a matter of when the first one admits they've done it and then they're all going to have to do it for diversification."
Pending
Tokenization will unlock liquidity for assets like real estate, venture capital, private equity, and private credit, enabling real-time pricing and liquidity.
"Tokenization is going to allow people that own real estate to get liquidity that own venture capital funds where they're getting no cash, private equity, private credit, all of these places around the g globe. Tokenization is going to allow this stuff to be real time priced, real time liquidity."
Pending
MicroStrategy is viewed as a proxy for Bitcoin's growth and innovation, particularly as Bitcoin becomes collateralized, with the company expected to hold a significant portion of the world's Bitcoin.
"I view Micro Strategy as Bitcoin. I view it as innovation as Bitcoin becomes the growth name. Meaning if you need something that is a highly levered to Bitcoin, as Bitcoin becomes collateral and things like that, I think Michael has a he just owns he'll own most of the world's Bitcoin."
Correct
Fiscal dominance in the United States is expected to persist due to visible data and political polarization.
"Fiscal dominance is not going away in the United States because the data is so easy to see and because we're so polarized right now."
Incorrect
Innovation, particularly AI, has led to the hollowing out of the middle class and a significant wealth distribution problem.
"Innovation has hollowed out the middle class. It has caused a massive distribution of wealth issue which still exists."
Correct
AI is not expected to replace all jobs; instead, work will become optional.
"AI will not replace all jobs. So, this whole feeling that we're going to have massive job losses and replacements, what Alon Mus says is work will be optional."
Pending
Elon Musk's concept of 'Universal High Income' refers to income in relation to the cost of goods, not just the absolute income level.
"He says, 'Uhi, universal high income.' What he's talking about is not income itself. He's talking about income relative to the cost of things."
Pending
Elements of Universal Basic Income (UBI) are already present through stock market appreciation for the wealthy and government transfer payments (growing at 9% annually) for those needing assistance.
"So we already have UBI. It's in two forms. The wealthy people are getting UBI through the stock market going up all the time... On the bottom side, as stock market's going higher from government support and AI productivity gains, you have the displaced older people and the people that government needs to assist, their income is growing at 9% a year."
Incorrect
Managing people is seen as a painful experience, and AI and the internet enable mentorship of thousands through webinars and paywalls, surpassing traditional management.
"The most painful experience of my life is managing people... I enjoy mentoring people. I enjoy teaching people, but because of AI and the internet, I can actually mentor thousands of people through the webinar series I'll be creating and through all the things I'm going to be doing on my payw wall far better than managing people."
Incorrect
Bitcoin is highly likely to be a significant asset in 10 to 20 years.
"I have no doubt in my mind that the odds on Bitcoin being an important asset 10 years from now, 20 years from now are extremely high."
Pending
Bitcoin's price is expected to increase significantly due to ongoing skepticism from those who control substantial global wealth.
"So, I believe Bitcoin is going to go much much higher and I think it's because there's so many people that doubt it still that control most of the world's money."
Incorrect
AI is a disruptive force that has already impacted real estate by enabling remote work and reducing the need for physical office spaces.
"AI will disrupt all businesses. It has already disrupted real estate. And the reason it's disrupted real estate is we had COVID. COVID made allowed people to work from home. Well, now around the globe, you don't need physical buildings to go work in."
Correct
Bitcoin is categorized as a digital store of value, distinct from digital gold, and its value should be compared to the aggregate of fiat stores of value.
"Bitcoin to me is not digital gold. It's a digital store of value, which means it is converted or it should be compared to the entire fiat store value."
Incorrect
Bitcoin adoption decreases with age and wealth, but this trend suggests a high probability of Bitcoin's continued success as wealth transfers to younger generations.
"The higher an age you go, the lower it gets. The more money they have, the lower it gets. So if you believe in this transference of wealth over the course of the future, the odds on Bitcoin working or continuing to go higher is very, very high."
Pending
Bitcoin is projected to be the best performing asset due to its unique position of not needing to compete on innovation.
"I believe Bitcoin will be the best performing asset because it's the only one that doesn't actually need to worry about the innovation comparison."
Incorrect
Growth stocks are predicted to underperform starting in 2026, driven by AI, which will create a need that is bullish for Bitcoin.
"We actually need the growth stocks to start underperforming, which I believe, as I said, is going to happen with AI. And I believe it's going to start happening in 2026, which is the most bullish argument I can make for Bitcoin is that they're going to be searching for need finally."
Pending
AI companies may struggle to generate sufficient revenue to justify their current earnings multiples, leading to a compression of these multiples.
"I don't think they're going to get enough revenues in the door to justify the earnings multiple that they have. So I expect that their earnings multiples will compress over time."
Incorrect
The distribution phase of Bitcoin is believed to be complete, with signs of its conclusion appearing as early as October.
"I actually think it's over. I think it's kind of been over to some degree since October."
Incorrect
The significant buying power of retail traders is poised to drive Bitcoin's price upward once momentum builds, as indicated by technical indicators.
"I think that buying power is now back to clean. It's enormous. Whenever that buying power is there and they only play from the long side when it starts to get going. We just need to see some moving averages tick out."
Incorrect
Retail traders are expected to re-enter the market and push Bitcoin's price higher once it achieves three consecutive daily closes above $92,000.
"I believe when Bitcoin gets back up on the year, I'll say three daily closes above 92,000 which is about where it closed last year. I think the retail crowd will be back in pushing this thing."
Incorrect
AI is expected to create revenue streams for Bitcoin miners, leading to a reduction in their selling activity.
"And I think the Bitcoin miners have been reduced going forward as a seller because of AI because their businesses are now starting to get a revenue stream which means they don't have to sell as much as they did in the past."
Incorrect
Bitcoin is projected to increase in value by 10 to 30 times its current level in the future.
"I wrote a piece believing that Bitcoin will definitely be 10 20 30 times higher than it is today in the future."
Pending
Retail traders are expected to drive Bitcoin's price above $100,000 within the next few weeks.
"In this case, you're thinking that retail could actually take Bitcoin back above 100K in the next few weeks."
Incorrect
A short squeeze in the Bitcoin market is anticipated within the next few years.
"I think there will be a short squeeze in in Bitcoin at some point over the next few years."
Pending
Governments are expected to increase their holdings of Bitcoin for diversification, and the first public admission will likely trigger widespread adoption.
"I think Bitcoin reserves are going to increase. I I think it's just a matter of when the first one admits they've done it and then they're all going to have to do it for diversification."
Pending
Tokenization will provide liquidity for various asset classes, including real estate and private investments, enabling real-time pricing and accessibility.
"Tokenization is going to allow people that own real estate to get liquidity that own venture capital funds where they're getting no cash, private equity, private credit, all of these places around the g globe. Tokenization is going to allow this stuff to be real time priced, real time liquidity."
Correct
MicroStrategy is considered a leveraged play on Bitcoin, with its future growth tied to Bitcoin's increasing role as collateral, positioning the company as a major Bitcoin holder.
"I view Micro Strategy as Bitcoin. I view it as innovation as Bitcoin becomes the growth name. Meaning if you need something that is a highly levered to Bitcoin, as Bitcoin becomes collateral and things like that, I think Michael has a he just owns he'll own most of the world's Bitcoin."
Correct
Fiscal dominance in the US is expected to persist due to clear data trends and the nation's polarized political landscape.
"Fiscal dominance is not going away in the United States because the data is so easy to see and because we're so polarized right now."
Incorrect
Technological innovation, including AI, has contributed to the decline of the middle class and exacerbated wealth inequality.
"Innovation has hollowed out the middle class. It has caused a massive distribution of wealth issue which still exists."
Incorrect
AI is unlikely to eliminate all jobs; instead, it will make work optional.
"AI will not replace all jobs. So, this whole feeling that we're going to have massive job losses and replacements, what Alon Mus says is work will be optional."
Pending
Elon Musk's 'Universal High Income' concept emphasizes income's purchasing power relative to the cost of goods, rather than absolute income levels.
"He says, 'Uhi, universal high income.' What he's talking about is not income itself. He's talking about income relative to the cost of things."
Pending
A form of UBI is already in place, benefiting the wealthy through market gains and providing increasing income (9% annually) to those receiving government assistance.
"So we already have UBI. It's in two forms. The wealthy people are getting UBI through the stock market going up all the time... On the bottom side, as stock market's going higher from government support and AI productivity gains, you have the displaced older people and the people that government needs to assist, their income is growing at 9% a year."
Incorrect
AI and the internet enable scalable mentorship through digital platforms, offering a more effective approach than traditional people management.
"The most painful experience of my life is managing people... I enjoy mentoring people. I enjoy teaching people, but because of AI and the internet, I can actually mentor thousands of people through the webinar series I'll be creating and through all the things I'm going to be doing on my payw wall far better than managing people."
Pending
Bitcoin is highly likely to remain an important asset over the next 10 to 20 years.
"I have no doubt in my mind that the odds on Bitcoin being an important asset 10 years from now, 20 years from now are extremely high."
Pending
Bitcoin is predicted to be the top-performing asset due to its unique characteristic of not being subject to innovation-based competition.
"I believe Bitcoin will be the best performing asset because it's the only one that doesn't actually need to worry about the innovation comparison."
Incorrect
AI is a significant disruptive force across all industries, as evidenced by its impact on real estate, facilitated by the shift to remote work.
"AI will disrupt all businesses. It has already disrupted real estate. And the reason it's disrupted real estate is we had COVID. COVID made allowed people to work from home. Well, now around the globe, you don't need physical buildings to go work in."
Correct
Bitcoin is defined as a digital store of value, distinct from 'digital gold,' and should be benchmarked against the entirety of fiat stores of value.
"Bitcoin to me is not digital gold. It's a digital store of value, which means it is converted or it should be compared to the entire fiat store value."
Correct
While adoption declines with age and wealth, the projected transfer of wealth to younger generations bodes well for Bitcoin's future growth.
"The higher an age you go, the lower it gets. The more money they have, the lower it gets. So if you believe in this transference of wealth over the course of the future, the odds on Bitcoin working or continuing to go higher is very, very high."
Incorrect
A predicted underperformance of growth stocks starting in 2026, driven by AI, will create a demand for alternative assets like Bitcoin.
"We actually need the growth stocks to start underperforming, which I believe, as I said, is going to happen with AI. And I believe it's going to start happening in 2026, which is the most bullish argument I can make for Bitcoin is that they're going to be searching for need finally."
Pending
AI companies may face difficulties in generating sufficient revenue to support their current valuations, leading to a decrease in their earnings multiples.
"I don't think they're going to get enough revenues in the door to justify the earnings multiple that they have. So I expect that their earnings multiples will compress over time."
Correct
The distribution phase for Bitcoin is believed to be concluded, with indications of this completion emerging as early as October.
"I actually think it's over. I think it's kind of been over to some degree since October."
Incorrect
The substantial buying power of retail traders is expected to drive Bitcoin's price higher once upward momentum is confirmed by technical indicators.
"I think that buying power is now back to clean. It's enormous. Whenever that buying power is there and they only play from the long side when it starts to get going. We just need to see some moving averages tick out."
Incorrect
Retail traders are anticipated to re-enter the market and boost Bitcoin's price once it achieves three consecutive daily closes above $92,000.
"I believe when Bitcoin gets back up on the year, I'll say three daily closes above 92,000 which is about where it closed last year. I think the retail crowd will be back in pushing this thing."
Incorrect
AI is projected to generate revenue for Bitcoin miners, consequently reducing their need to sell mined coins.
"And I think the Bitcoin miners have been reduced going forward as a seller because of AI because their businesses are now starting to get a revenue stream which means they don't have to sell as much as they did in the past."
Incorrect
Bitcoin is forecasted to increase in value by 10 to 30 times its current value over the long term.
"I wrote a piece believing that Bitcoin will definitely be 10 20 30 times higher than it is today in the future."
Pending
Retail traders are expected to drive Bitcoin's price above $100,000 in the coming weeks.
"In this case, you're thinking that retail could actually take Bitcoin back above 100K in the next few weeks."
Incorrect
A short squeeze is anticipated to occur in the Bitcoin market within the next few years.
"I think there will be a short squeeze in in Bitcoin at some point over the next few years."
Pending
Governments are expected to increase their Bitcoin reserves for diversification, with the initial public acknowledgment likely triggering widespread adoption.
"I think Bitcoin reserves are going to increase. I I think it's just a matter of when the first one admits they've done it and then they're all going to have to do it for diversification."
Pending
Tokenization will unlock liquidity for various assets, including real estate and private investments, enabling real-time pricing and accessibility.
"Tokenization is going to allow people that own real estate to get liquidity that own venture capital funds where they're getting no cash, private equity, private credit, all of these places around the g globe. Tokenization is going to allow this stuff to be real time priced, real time liquidity."
Correct
MicroStrategy is seen as a leveraged bet on Bitcoin, with its value tied to Bitcoin's increasing use as collateral, positioning the company as a major holder of Bitcoin.
"I view Micro Strategy as Bitcoin. I view it as innovation as Bitcoin becomes the growth name. Meaning if you need something that is a highly levered to Bitcoin, as Bitcoin becomes collateral and things like that, I think Michael has a he just owns he'll own most of the world's Bitcoin."
Correct
Fiscal dominance in the US is expected to continue due to clear economic data and the country's polarized political climate.
"Fiscal dominance is not going away in the United States because the data is so easy to see and because we're so polarized right now."
Incorrect
Technological advancements, including AI, have contributed to the decline of the middle class and a significant wealth disparity problem.
"Innovation has hollowed out the middle class. It has caused a massive distribution of wealth issue which still exists."
Incorrect
AI is not expected to cause mass job displacement; rather, it will make work an optional pursuit.
"AI will not replace all jobs. So, this whole feeling that we're going to have massive job losses and replacements, what Alon Mus says is work will be optional."
Pending
Elon Musk's concept of 'Universal High Income' focuses on the purchasing power of income in relation to the cost of goods and services.
"He says, 'Uhi, universal high income.' What he's talking about is not income itself. He's talking about income relative to the cost of things."
Incorrect
A de facto UBI exists through stock market appreciation benefiting the wealthy and through government transfer payments that are increasing at 9% annually for those in need.
"So we already have UBI. It's in two forms. The wealthy people are getting UBI through the stock market going up all the time... On the bottom side, as stock market's going higher from government support and AI productivity gains, you have the displaced older people and the people that government needs to assist, their income is growing at 9% a year."
Incorrect
AI and the internet enable scalable mentorship through digital platforms, offering a more effective and broader reach compared to traditional people management.
"The most painful experience of my life is managing people... I enjoy mentoring people. I enjoy teaching people, but because of AI and the internet, I can actually mentor thousands of people through the webinar series I'll be creating and through all the things I'm going to be doing on my payw wall far better than managing people."
Incorrect