Altcoin Daily sobre Economía — predicciones evaluadas

"So don't buy SpaceX, buy this instead. Buy what SpaceX is buying. And you'll notice this, SpaceX holds 6% of its corporate treasury in Bitcoin. They own over 18,000 Bitcoin. "

"We want five or 10% of all the credit in the world. So if the credit's 300 trillion, we want 15 to 30 trillion of it to flow into Bitcoin back credit instruments. We want 5 10 20 30% of all the money markets in the world to flow into digital money. "

"Strategy sold 0.004% of its Bitcoin supply to prove to the S&P that it could. This is what's going to get Michael Saylor's Strategy into the S&P 500. Brilliant. "

"Bitcoin can absolutely fall lower. The macro headwinds are there, and this is how it could happen this year. June, mega IPOs/AI suck up all the capital. July, stock market crashes and bare market begins. August, the 10-year Treasury hits 6%. September, the Fed hikes rates. October, the Clarity Act fails to pass. November, midterm election chaos. December, a black swan. "

"Moral of the story, do not chase hot IPOs. The year one average drawdown is 55%. The year one median drawdown is 54%. "

"If Bitcoin dips to 61K, historically, 90% hit rate that 6 months after Bitcoin will be up 52%. 100% hit rate, 12 months 130%, 18 months 230%, 24 months 325%. If history rhymes, buying here will make you rich. "

"Seda just offered daily dividend payouts compared to Strategies every two weeks. meaning let's make sure we see the forest through the trees and understand strategies STRC is 100% going to be fine for the next 7ish months in terms of paying the dividend "

"The pressure could force strategy to raise the dividend or sell more Bitcoin to cover obligations. "

"STRC has literally never traded this low, indicating that Sailor has to either increase the yield to pay up more than 11.5%. Or he'll have to sell more Bitcoin or sell his common stock MSTR to meet the obligation. "

"The real options left are dilution via either selling MSCR or selling Bitcoin. And, you know, it's one or the other. "

"The Clarity Act... truly is crypto's biggest catalyst going forward. "

"There's a strong chance Bitcoin holds this level here, but if not, the 300-week moving average right now is around 54,000. Maybe in a few weeks we'll be closer to 56,000. It's possible Bitcoin reaches these levels. It's possible Bitcoin bounces from here. "

"Most people are expecting Kevin Warsh to just hold the rates at his first meeting. And then moving forward, we expect Kevin Warsh to be cutting rates. Also, to be updating an archaic system. "

"I do think Nvidia is going to be much bigger five years from now. SpaceX very bullish on it's going to be much bigger five years from now. "

"So that's something like gold in the physical world. That's something like land, not land everywhere, but land in very nice areas that you can't just make more of. It's going to flow into real estate and it's going to flow into absolute scarcity. Bitcoin is absolute scarcity. "

"90% of altcoins will not make it into the next bull run. "

"The only thing that would invalidate that, the only thing that could change is actually if we switch on to the day chart, if we somehow the Bitcoin price gets above the 200-day moving average, which is in the yellow, which is right now is around $77,000. If we just keep climbing and climbing and climbing, and we somehow not just touch it, but confirm above it and keep going the 200-day moving average that that's the bull market, right? "

"And the number one exchange in the US, Coinbase, has officially deployed or is now the official deployer of hyperliquid hyperliquid's USDC treasury wallet. So, there's more integrations, more use, more flowing of power to the blue chip of decentralized trading. And next is Bittensor Tao, the next crypto to go mainstream. "

"It is 100% plausible that these coming mega IPOs will suck up all the capital and as their shares get unlocked over the coming months will be a lot of sell pressure onto the stock market. So stock market tops out this month and by July a big crash happens and people don't realize it but a bare market type correction begins. "

"Bitcoin is now down 53% from its peak last October, its biggest and longest drawdown since 2022. So, again, showing value investor. Right now, we're here down about 53%. Of course, things can drop more. You can get more value when you value investor. It's not insane. But, anytime we are near these, to use the word again, value levels has been a great time to dollar cost average into Bitcoin if you're willing to wait 6 to 12 to 18 months. "

"My bear case for how low Bitcoin drops is about $51,000. If this head and shoulders plays out, Bitcoin will reach about $51,000. This happened three times last cycle. There's only two red lines here, but the third one should be here. And if these bear flags play out, Bitcoin hits $51,000 and then changes course and starts heading up. $51,000 is my bear case. "

"Keep in mind they had a max drawdown, all of them. Literally all of them had a max drawdown of on average 54, 55%. Some as low as 30, some as much as 70. This does not mean they ended the year down. Uh they ended the year on average 9% down, but they had bigger drawdowns and then rallied from it. Like I said, I expect a rally, I expect a crash, I don't think this is a bubble. "

"My base case is actually $61,000 or the 200-week moving average. Historically very good support. "

"More than half of all BTC in circulation is now held at an unrealized loss. A signal that has coincided with every major bare market bottom in history. So the people that still hold Bitcoin, the the Bitcoin in circulation now, have they made money? Have they lost money? More than half, if they would sell now, have lost money. This is how bottoms are formed. like here, like in the bare market of 2022, like in the depths of 2020 and 201819. The reason that something like this can show us can trigger a bottom is because if you still hold a Bitcoin now, if you were to sell, you would lose money. And if you've held till this point, you might as well hold until the next rally, until we're up a little bit. When sellers get exhausted and they don't want to sell anymore, that's how bottoms are formed. "

"Bitcoin could drop further. I believe that would be a massive buying opportunity. These are the levels I'm looking for. My bear case for how low Bitcoin drops is about $51,000. If this head and shoulders plays out, Bitcoin will reach about $51,000. "

"It is not too late to load up on quality altcoins. ETH below or around $2,000 is one of the biggest opportunities in the market. "

"I think Ethereum can easily get to 9,000 7,000. That's more than total transactions on equities, fixed income, commodities, and foreign exchange. Over time, it could get to the 20,000 level. "

"The next few months are massively important for crypto and the lines in the sand, if you're trading, we have a huge volume profile around 67,000 $200. If Bitcoin stays above 67,000, that's a huge sign of strength in the market. "

"Altcoins are getting close, my friends. Altcoins are getting close. Alt season incoming. Altcoin dominance golden cross on track for September. Interesting. Look what happened in the past. It is very much possible that Altcoin dominance is on the verge of a very large move into the golden cross in September as it did the last two prior crosses. "

"And I do believe before the end of this year Bitcoin will break above the all-time highs. "

"We are at that critical point where the central bank cannot raise rates. They were able to raise rates in 2022, number one because rates were very low, which meant interest payments at the government level were very low, too. Interest payments on government debt in the US are now double the size. We're over a trillion dollars in in interest payments a year, bigger than the defense cost each year. "

"I do believe that if the bill passes, the winter's over. You will see prices skyrocket and we'll hit all-time highs really, really quick. "

"Prediction markets are now pricing a 54% chance of a hike before June next year. And as soaring energy costs continue to spike and inflation continues to run up, this environment could lead to hikes. "

"That is that does mean that is sell pressure for their common stock MSTR in the short term. "

"His thesis is they'll dilute MSTR as much as possible and eventually be forced to sell some Bitcoin to do it. "

"That's not that does nothing for the Bitcoin price. That's meaning it's good. That is not sell pressure for the Bitcoin price in the next year. "

"The odds of the Fed hiking interest rates in 2026 surge to 49% because although today's decision to leave rates unchanged was unanimous among the Fed committee members, nine out of the 18 officials indicated it's a possibility rate hikes happen in 2026. "

"I think Bitcoin starts to rally in Q4 of this year and early into 2027. "

"So I think Bitcoin starts to rally late in the fourth quarter of 2026 into early 2027. "

"We are expecting no change for rate cuts at this next meeting. "