Mike Novogratz on BTC's Slide, Altcoins & Big 2026 Predictions

"We're going to get a doubish Fed share. They're going to cut rates down to 2.5%."

"AI is a bubble and it and my guess is it's going to become the greatest bubble of all time."

"I don't know if we're going to go back through 100 in the next 6 weeks or 6 months. My view is we do because we're going to get a doubish Fed share. They're going to cut rates down to 2 and a half%."

"The future of blockchains and digital assets, real world assets on blockchains, is as bullish as it's ever been. That doesn't mean the price of you name the token is going to go up in the next 6 months, right? being bullish on building out that infrastructure of neo banks and distributing Galaxy stock or or Tesla stock or Google stock into places all around the world. That's going to happen. That's an 18month to threeyear buildout process."

"As long as crypto doesn't fall below 70, like if Bitcoin got below 70, maybe people their pants and get nervous that oh my god, I got it. But I I don't think you see selling in the mid to low 80s from long-term holders."

"OG's selling covered calls. Yeah, that's going to continue to happen. It's just going to continue to happen. There's, you know, listen, balls down a lot. you don't get paid nearly what you used to get paid for it, but there is a a mindset that that's a nice way to make income, spend on my car or or my boat or whatever I need to spend it on. And so that's become almost a permanent feature I would say. And that'll weigh on the market sub."

"in the short run I think if I was a big institution I'm waiting for it to get back above 100 then buying at 87 unless it really goes lower and so it's time but you also Like crypto is always sold. To sell something, I need a story."

"We're at 38 trillion dollars in debt. We're going to be at $40 trillion in debt."

"SLR which is giving banks a lot more liquidity and so you're already jamming liquidity I think it'll start after the new year right because right now there's year end liquidity that's liquidity gets tight as people want to clean up their balance sheets just for the the snapshot and so I I do think we're going to be in a hyperlquid space"

"Right now, silver's the silver is the the the horse in the front of the race. Normally, when you get close to the end of the year, the horse in the front of the race wins. You got to bet silver and gold outperform Bitcoin in the next two weeks. But next year, you get a new race."

"The acceleration of digital assets as a as a force for good, I think would have been much slower under a democratic regime."

"prediction markets are a hype, but pretty soon you're going to be built into everything. And that's all because of the CFTC ruling, right?"

"I think the Trump impact on our business or the Trump administration impact on our business probably starts now and really ramps for three years."

"Again, why I keep going back to Hyperlquid, I think, as the as the ideal token, but hyperlid under the Genz administration would be a security token, right?"

"getting these rules set in this new piece of legislation that allows people to create tokens that give some economic value to the user of the token as opposed to just, hey, it's another version of Bitcoin. will be the radical thing that happens and if it doesn't happen our industry is going to suck."

"And you know why is gold up? Because central banks and tether have been buying it. They've been dominating the flows, right? And so when you have these giant unlocks coming, that's sellers with no new buyers. The price is going to go down."

"I think Bank of New York will probably be the largest custodian in crypto"

"I think it's a bigger idea for rest of world than it is for the developed world."