Predictions on the record.

“Next year we will experience the true AI bubble peak, and then the market will reward hyperscalers who defect by decreasing CAPEX budgets.”

“This will ultimately drive Bitcoin to one million and beyond.”

“I will say, with confidence, that this will not spiral into a new major pandemic.”

“by 2030 I think it's very likely we'll see a 300,000 and 400,000 dollar Bitcoin”

“I expect a good 2026. For token prices like Bitcoin and Ethereum, there's likely to be continued momentum macroeconomically with better monetary policy and increased adoption of tokenized assets. McKinsey said 3% of cross-border payments happen in stablecoins today, up from zero, and I expect a 10-fold increase from that.”

“Stablecoins are here to stay and will grow 10-fold. Prediction markets are here to stay and will grow 10-fold. For public market exposure, it's either base layers like Ethereum and Bitcoin or companies like Circle.”

“What I think is the most likely outcome for altcoins is honestly, I still think that alt-Bitcoin pairs might fall in again and form a low. But I think they're going to do what they did last cycle, where they just kind of consolidate down at these lows for a year and a half.”

“I don't think you'll have a massive rotation in the altcoins that leads to an alt season.”

“October was the four-year cycle top. It's just that the bleed is more like the 2019 style bear market.”

“Bitcoin is gonna drop into the summer of 2026.”

“So I think in next year is really when Bitcoin can sort of begin to recover and the 200,000 level makes a lot of sense to me.”

“I think Ethereum, which is around 3,000, can easily get to 9,000, 7,000 in early 2026. And then over time, as it starts to be competitive with payment rails, could get to the 20,000 level.”

“So, we're pretty bullish. I think Ethereum, which is around 3,000, can easily get to 9,000, 7,000 in early 2026.”

“I'm not a technical investor, I'm a long-term VC investor. But I continue to see a strong and constructive 2026.”

“So I think what's happening is you're probably going to see altcoins stop bleeding against Bitcoin in the coming months. I'm not saying it's over yet, but you might see them slow down that bleed for a little while as they sort of fall into these range lows and try to form a low.”

“So my sort of base case with dominance is that if Bitcoin does get a correction, it is certainly possible that dominance could sort of wane a little bit longer before spiking, but I do believe that Bitcoin dominance will go back up to 66%, like I think it will go back up near the highs before you get any type of alt season, if that makes sense, right?”

“So I think the 200-week moving average is going to come into play by the summer of 2026, I would say October 2026 at the latest.”

“We're seeing foreclosures jump across the board, right, 39.69%”

“the Al-Aqsa Mosque is destroyed.”

“the Bank of Japan, the central bank, will hike again to 1.25% sometime later this year”

“Trump will get a third term.”

“1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune.”

“#Bitcoin cycle theory is dead. My predictions were based on it—buy when whales accumulate, sell when retail joins. But that pattern no longer holds.”

“Bitcoin likely has another parabolic cycle ahead. Yes, capital efficiency is declining. In 2011, just $2.7B in net capital inflows drove a 55,436% price increase. This cycle, $697B produced a +689% return.”

“#Bitcoin bull cycle is over, expecting 6–12 months of bearish or sideways price action.”

“I think precious metals are closer to a bottom price-wise; I think Bitcoin may be closer to a bottom time-wise”

“Right now it’s neutral [sentiment]. Markets don’t bottom on neutral sentiment. Markets bottom on panic and volume.”

“I do not believe that somebody who goes all in on AI stocks right now will be very happy with that investment two, three years from now”

“Whether it’s at these kinds of current levels, or we crash through and really blow people out and move into the 50s, possibly the high 40s...”

“#Bitcoin bull cycle is over — here's why.”

“I'll go out on a limb and say we bottom on October 4th. So we'll see,”