Mel Mattison in his latest conversation with Anthony Pompliano presents a clear and bold vision of the market, where Bitcoin has several breakthrough months ahead. His forecasts are based on macroeconomics, tokenization, and institutional behavior. According to him, the market is only preparing for the biggest movement in the entire cycle.
It's a good time to take a look at what really drives his confidence and what mechanisms are behind the forecast of 150 000 USD.
Why does Mattison believe Bitcoin will soon rally strongly?
Mel Mattison emphasizes that the recent declines of Bitcoin to around 80,000–93,000 USD are not due to market weakness, but rather the effects of the October "glitch." This price error of one stablecoin on October 10, 2025, triggered massive liquidations that severely damaged the market structure. The expert adds that this was a bigger shock than the FTX collapse and is still influencing valuations. In his opinion, the market is slowly returning to equilibrium.
Mattison claims that institutions deliberately pushed the price down because they want to accumulate Bitcoin cheaper. Large players are waiting for the moment to enter, and in their opinion, a favorable opportunity is just approaching. This, according to him, explains the unusual price movements after the “glitch.” In this context, declines are not a signal of weakness for him, but an opportunity.
The expert also addresses an important question: do we really have to do with institutional demand? His position is clear and decisive. He indicates that the inflow of capital is real, although still inactive. He also emphasizes that institutions operate slowly but very effectively.
A new supercycle and the end of the classic Bitcoin halving model
Mattison believes that the 4-year cycle that has dominated for years is just coming to an end. He notes that if Bitcoin closes January or February above 126,000 USD, the classic halving model has ceased to function. Such a scenario, in his opinion, will signal entry into a completely new phase. There are many indications that the market is changing its nature.
The expert predicts the arrival of a multi-year supercycle driven by the tokenization of assets and global monetary easing. Tokenization will include stocks, bonds, and real estate, creating enormous opportunities for the crypto market. He also indicates that the digitalization of assets will attract long-term capital. This is expected to set the direction for the coming years of growth.
It is worth noting that Mattison looks at the market more broadly than most analysts. He is interested in the impact of macroeconomics on crypto valuations. He believes that deflationary forces will intensify. Energy, food, and housing will, in his opinion, become cheaper, which will change global monetary policy.
The forecast of 150,000 USD and the macroeconomic backdrop of the market
In a conversation with Pompliano, Mattison confirmed his forecast:
"I still believe we will reach 150,000 USD. Previously, when I was with you, I said I thought it would be by the end of February – I hate to do this, but the facts have changed, so I have to adjust. I take that back a bit and say I think we will reach 150,000 USD by the end of the first quarter, which is by the end of March."
After this statement, Mattison explains that the change in timing results from macroeconomics. Inflation, in his opinion, is falling, and the CPI and PPI are close to 2–2.5%. Energy remains cheap, as oil in the 60–80 USD range is historically low. These factors create conditions for easing monetary policy.
According to him, the Fed will cut interest rates below 3% in 2026. He believes that with Kevin Hassett as the head, the Federal Reserve will not fear inflation. He notes that the USA needs cheap money to service the enormous debt and rising interest rates. In his opinion, politicians and central banks have no choice but to ease policy.
At one point in the interview, Mattison outlines key growth factors. You can treat them as clues that will help you understand his line of thought:
asset tokenization,
deflationary energy and commodity prices,
cheap money as a fiscal necessity for the USA.
This combination changes the balance of power, particularly benefiting Bitcoin. Mattison believes that when institutions open their wallets, the market could accelerate rapidly. In his opinion, the current market phase is merely a preparation for a large inflow of capital.
A brief summary
Is the forecast of 150,000 USD realistic? Mattison claims it is, as he bases it on real macroeconomic data. He also notes that history shows Bitcoin often corrects previous moves after strong market disruptions.
Do institutions really wait to enter? According to him, yes, because their goal is to accumulate at lower price ranges. Therefore, declines are a strategy for them, not a threat.
Does the supercycle make sense for a beginner investor? Mattison argues that it does, as tokenization and cheap money will impact the entire financial world. This will make the crypto market the foundation of the new economy.
To read the latest cryptocurrency market analysis from BeInCrypto, click here.
