Mark Moss introduces a new valuation model, shifting from historical price trends to structural market capacity forecasting.
Bitcoin to $1m, $11m, or $43m sounds insane, unless...
you can build and prove a convincing case for it, so... I did, and this time, from a completely different angle because...
All the Bitcoin price models were based on historical Bitcoin prices and then trying to project them into the future.
- Power Law
- Metcalfe's Law
- Stock 2 Flow
- Halving Cycles, epochs
- Regressions
But... past performance doesn't guarantee future results
So... here's how I approached it
(At the end, I give you the link to use the model and see how your own assumptions change things)
Geopolitical narratives catalyze capital velocity, as macro drivers thrust asset valuations back toward six-figure targets.
Bitcoin is now PUMPING as there have been positive negotiations with China and Iran.
These moves are obvious once you understand what drives markets.
It’s only a matter of time until we are back above $100,000
Do you understand?
Solana tokenized equity adoption hits hypergrowth. Real World Assetsexpansion triggers structural paradigm shifts
When a nation operates like a leveraged household paying zero principal, true visionaries hedge against structural fiat debasement.
U.S. interest on the national debt is about $1 trillion a year.
That's such a big number, it's hard to comprehend.
So let's scale it down to the size of a U.S. household.
• Median household income: $83,730
• Equivalent annual interest bill: ~$15,500
• Principal paid down: $0
Imagine earning $83,730 a year and sending $15,500 straight to the credit card company, just in interest.
The balance doesn't go down by a penny.
That's the projected FY 2026 federal net interest burden, scaled to the finances of an American household.
The Cat That Stole the Moon retweeted
This is a visual I put together for this weekend's video. It is built from timestamps of an interview with Marc Andreessen from April on the importance of the collision of AI agents and crypto. I will go through in detail on Sunday morning but this intersection is the most important investment theme for the next year. Do your homework now.
The Cat That Stole the Moon retweeted
May not show up till tmrw night but I'd set over/under at $300m. Whenever $IBIT goes up over 5% and the volume is $3-4b in volume you tend to see big chunk flows. Last time it happened it went on a 10-day run of $2b. Next few days will determine whether that repeats.
The Cat That Stole the Moon retweeted
126 years of market history tell a simple story...
Stocks and earnings move together with a 98% correlation.
The short run is all about noise.
The long run is all about profits.
Speculators chase noise. Investors follow profits.
We all survive difficult seasons and deserve to welcome new beginnings filled with hope and happiness
Look at these sweet boys. Time flies, but the precious memories of them staying by our side last forever.
