You can say whatever you want. I’m not here to win popularity contests. I’m here to read the market as objectively as possible and act accordingly.
Right now, the emotional response around Bitcoin feels eerily familiar. Not like Q4 2023, when optimism was loud and speculative.
It feels more like Q4 2022 when Bitcoin was hated, ignored, and written off as a failed experiment. That was when
$BTC traded near $16,000 and calling for six-figure prices sounded insane to most people.
Back then, I said publicly that $100,000 Bitcoin within five years was likely, and that the following months would probably be the best buying opportunity of the next three years. In my mind, those were conservative statements.
To the outside world, they sounded delusional. Yet here we are years later, at a much higher price while the mainstream narrative is still negative or, at best, indifferent.
That disconnect matters. Today, Bitcoin is above key high-timeframe support, moving through a bottoming phase, with global liquidity quietly increasing in the background.
You can get angry about that. You can insult me. You can short the market. None of that changes the structure.
In fact, we are now closer in time to a >$400,000 Bitcoin than we are to a <$20,000 Bitcoin.
<$20,000 Bitcoin happened 1,112 days ago, on January 14, 2023. For Bitcoin to reach $400,000 by February 15, 2029 a prediction I’m comfortable making it would require a $320,000 move higher.
That sounds huge, until you remember that Bitcoin has repeatedly made larger percentage moves under far worse conditions.
The irony is that Bitcoin is cheaper now than it was three years ago measured in real terms. Over the last three years, most portfolios are down roughly 70% when priced in Bitcoin. That’s not because Bitcoin failed. It’s because everything else has been slowly repriced.
Nothing fundamental has changed:
– Interest rates are rolling over.
– Political pressure is building to weaken the DXY.
– Regulatory headwinds are turning into tailwinds with increasingly pro-Bitcoin policymakers.
– Banks, corporations, ETFs, and trust structures are already onboard.
– Gold is completing its longest and strongest run ever against Bitcoin, a pattern that historically precedes explosive BTC outperformance.
Every time Bitcoin breaks out against gold, it has historically doubled relative to it. If that pattern repeats, we’re talking about prices north of $400,000 per Bitcoin.
This is why I still believe:
$400,000 Bitcoin on or before February 15, 2029 is realistic.2026 will be remembered as one of the best years to buy Bitcoin in a 3–5 year window, regardless of whether the “major low” is $80k or $60k.When those two predictions play out, many of the same people who mocked Bitcoin at $16k and who dismiss it today at $80k will still be ignoring it.
The bigger picture is simple. The fiat system must originate trillions in new loans to survive. Almost every other asset stocks, bonds, real estate has already absorbed massive leverage. Bitcoin hasn’t.
The Cantillon playbook is obvious:
Print fiat.
Push it into Bitcoin.
Let BTC/USD do the rest.
Call it a ponzi if you want but fiat is the problem, not Bitcoin.
Stocks, bonds, real estate, and cash are all structurally vulnerable. Bitcoin isn’t. It’s still the escape valve.
This is the moment.
Bitcoin is cheap.
Don’t wait.
Get off zero.
#BTC #bitcoin #USGovShutdown