IT’S RIGGED! Buckle Up’ Bitcoin & Crypto Holders

本站添加: 2026-05-05

[00:00:00]Something very strange is going on in crypto right now. You might have noticed the downtrend stopping, a consolidation happening, and now we're seeing an uptick. Do you know what's driving this?

[00:00:13]This is interesting. We just got the latest information on this. It's pretty clear that insider trading is going on in Washington right now. I've seen this movie enough times to know what happens next. And the news he's referring to is as follows. US Congresswoman Sherry Biggs purchased up to a quarter million in Bitcoin via ETFs the other day.

[00:00:36]Sherry Biggs is a Republican from South Carolina who was elected to the US House of Representatives in 2024 and is currently serving her first term of public office. The reputation that Washington and Congress has is they're constantly frontunning, you know, big events, big news. I say this because I think there's more to understand about the future of the crypto space. If you think Ethereum is expensive now, wait until you understand it. Listen, you can say I play Tom Lee clips too much. But the fact is he's going out in public week after week talking about the bullcase for Bitcoin, the bull case for crypto, the bull case for Ethereum, like he talks about and distills to a short 4minute clip chocked full of good info and perspective describing exactly how Ethereum reaches 62K. Exactly how >> I think Ethereum is probably on its way to 60,000 if we're correct.

[00:01:38]And here's something to keep in mind.

[00:01:41]One, since the war started, the best performing asset in the world outperforming energy stocks is Ethereum.

[00:01:49]Um, it's outperformed the S&P by almost 20 percentage points. And you can see it's massively outperformed gold and silver.

[00:01:59]And if you take a look at Ethereum's chart over the last 10 years, I think it's going through a major consolidation, a massive consolidation.

[00:02:10]And uh how did these other consolidations get resolved? Well, in the first consolidation, Ethereum went on to rise by 220 times.

[00:02:21]And then the consolidation that ended in 2019, Ethereum rose by 50x.

[00:02:28]So I think there is a massive move coming in Ethereum driven by a couple of things. One is tokenization and the second is agentic AI. So uh I'm going to have to go through these pretty quickly, but I think that this means you can get something like a 25x for Ethereum. So, I've talked a lot about tokenization in the past, so I'm going to fly through this. Uh, you can look at our other presentations about this, but I think we're going through an important moment in the financial system, not too different than 1971, which is that tokenization is a time when we're making almost every asset synthetic.

[00:03:10]And it follows a road map that happened when the US went off the gold standard in 71. It led to unleashing a huge innovation of products from money market funds to currency futures to CDOS's to index futures all because the US was trying to preserve the sovereignty of the dollar when we went off the gold standard.

[00:03:31]Well, I think that's happening today because now we're we're digitizing everything. And look, even Jaime Diamond, the biggest skeptic on blockchain, even recently stated that crypto is better than the current financial system.

[00:03:45]So what does that mean? Well, I think everyone who's building in crypto is going to develop these future products and that's stable coins, tokenized equities, you know, tokenized monetary reputation, but it's also really part of the future agentic system. And uh part of this is the Clarity Act, which we hope passes uh has a 59% chance of passing. But if it doesn't, I think crypto is actually going to do well without without the clarity act because that just means that companies are going to be building engineers going to be developing products that are relevant without the banking system. The second driver, and sorry I'm going to fly through this quick because I only have six minutes, is agentic AI. Now, I've put together a list of all the things that work better an AI system using blockchain. Uh, but let me just cover a few of these really quickly. One is of course identity, decentralized identity.

[00:04:52]The second is the unit of payment and the payment system. I don't think AI systems care that they're using dollars to collect payments, but they almost certainly don't want to be using PayPal or Visa, Mastercard to do microp payments um because they want to use smaller units of accounts and that's where crypto comes into play.

[00:05:15]And what all this means in our view is that blockchains should gain relevance against crypto's store of value which is Bitcoin. And so in our minds the way to think about the future of Ethereum is its price ratio to Bitcoin. Now the 8-year average is 0.0479.

[00:05:37]The high was 0.087.

[00:05:41]And what does that mean for the price of Ethereum? Well, we think fair value for Bitcoin is 250,000.

[00:05:50]And so if Ethereum goes back to the 8-year average, that's 12,000.

[00:05:56]If Ethereum goes back to its 2021 high of the price ratio, that's 22,000 Ethereum. Of course, I think it's better positioned today than it was in 2021.

[00:06:06]And so that gets us to what we think is the payment rails number that Ethereum is going to be roughly a quarter of the value of Ethereum of Bitcoin.

[00:06:15]And that gets you to 62,000. So the question you have to ask yourself is, do you think that Bitcoin can actually hit a4 million sometime in the future? I believe that Bitcoin can hit much more than a quart,000 sometime in the future.

[00:06:31]I like what Bitwise CIO Matt Hogan says here. He argues that rising global monetary uncertainty is expanding Bitcoin's role and his 2035 price prediction of 1.3 million might actually be too low.

[00:06:46]>> The increasingly fractious world and the increasing changes to the global monetary order have opened up a space for Bitcoin. And if Bitcoin could be both a store of value and a actual currency, then the price targets we've been talking about and at Bitwise we've been talking about, you know, $1.3 million by 2035. I think you have to ratchet that up maybe another million dollar increment because that's a huge addressable market. I think it's directly the reason we've been rallying through this Iran conflict and it makes me very optimistic long term for where Bitcoin is headed. By the way, it's true. At this point, the Clarity Act might not get passed. We're really getting into the final innings here.

[00:07:27]However, it's certainly not off the table yet, and we could see it get passed in its final hour. I mean, just listen to how bullish Senator Kevin Kramer is on crypto and DeFi now. He's truly bullish on this space.

[00:07:42]>> Chairman Scott laid it out pretty well.

[00:07:44]I think he's right. I think we can get there. I think the DeFi piece we could certainly get to. I mean, um, decentralized finance is really all about is really all about crypto. It's all about blockchain. Um, you know, so we we want to get it right, but I think we can get there. It's really, in my view anyway, it really comes down to the stable coin yield issue that he spoke of. We I'm getting more comfortable with it. We're having many, many discussions with individuals, even membertomember.

[00:08:10]In fact, I have an important one next week with Cynthia Lumis. Um the White House has done good work uh that the the Council of Economic Advisors has done some good work on just what is the real impact to to bank deposits particularly with community banks as it relates to uh to this issue. I I I just think frankly we're closer than a lot of people might think. We don't even necessarily know that that we're we're close because we don't know all of the details. It's complicated stuff for sure. We don't want to do it wrong but we do have to do it and we do have a a clock that we're working up against. So at this point it's pretty obvious that the consolidation that we're seeing in the charts and the you know breaking slightly up is insider trading Washington and people in the know the elites buying up at what is at its lower range and the macro conditions that are setting up behind the scenes that are also partially controlled by Washington are actually ripe to make Bitcoin go significantly higher. Real yields will flip negative, inflation will explode, and this type of macro environment will cause Bitcoin to move significantly higher. Jordi Visser explains, >> I'll put my neck out on the line here and say the next time I see you, Bitcoin will be significantly higher. There's two catalysts that are happening. Last week, Bitcoin outperformed software significantly. If you go back to when the stock market started to rally, we saw breaking correlations between crude trading higher by $11 and yet the S&P 500 finished slightly up to unchanged on a Friday and then we came in the next day. Once you kind of break those correlations between things where people think, oh, software is down, that means Bitcoin should go down. Software was down hard last week, but Bitcoin was up.

[00:09:52]And so, I think we broke that correlation. But there's one important thing, and I highlighted this in a paper I wrote this weekend. We're getting into negative real rate territory. So year-over-year CPI is now at 3.3%.

[00:10:04]The next time we get a CPI print, you're going to have year-over-year CPI above where three-month bills are. The best returns for Bitcoin have been when we've had negative real yields. And I think we're going to be in a situation with negative real yields for quite some time. Uh because I don't think inflation is going to come down sharply. And I think we're going to have a problem with how the Fed is going to deal deal with inflation with slowing growth and with the affordability issues. So all of these things feed into a very positive backdrop for Bitcoin. and you have some positive technical signals with a uh a weekly MACD crossover. I'm going to go with Bitcoin's higher the next time I see it.

[00:10:36]>> So, there are 24 million millionaires in the US, yet only 21 million Bitcoin.

[00:10:43]Even if every US millionaire wanted one, 3 million would get nothing. And if you understand the up-to-date numbers on this, there's actually significantly less than 21 million for millionaires to grab at this point. Do you own one Bitcoin yet? And it's not that hard for me to think that as more time goes on and more people become millionaires, more people will be turned on to owning Bitcoin because you have to put your wealth somewhere. Elon Musk explains why as a billionaire, he's and a trillionaire, he's a fan of Bitcoin.

[00:11:13]Bitcoin is based on energy. It's impossible to fake energy. You can issue fake fiat currency, but it's impossible to fake energy. Bitcoin is a good thing.

[00:11:23]There is a lot of reason to be bullish, my friends. Subscribe to Altcoin Daily.

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