2206: Bitcoin to $750K by 2027 — The Next Supercycle Begins

Summary

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Bitcoin News Alerts | Episode 2206

"Bitcoin to $750K by 2027 — The Next Supercycle Begins"

Date: December 26, 2025
Host(s): JV (“Host E,” Co-host/Analyst), D (“Host D,” Crypto Analyst)
Theme:
Exploring Bitcoin’s next potential supercycle, the forecast for $750,000 BTC by 2027, global BTC adoption, market analysis, and the latest in crypto security and tokenized commodities.

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Main Theme & Purpose

This episode dives into the bold Bitcoin price prediction of up to $750,000 by 2027, unpacks global macroeconomic and institutional trends driving these forecasts, and discusses adoption stories (e.g., Lugano, Switzerland), the latest hacks, and evolving market fundamentals. The show also includes live technical analysis, reflections on market psychology, and industry milestones.

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Key Discussion Points & Insights

1. Market Watch and Technical Analysis

• Market Snapshot:

  • Minor market correction: BTC down 0.7%, ETH down ~1%, most altcoins down ~1%
  • Crypto Greed & Fear Index at “Extreme Fear” (20) — “we've been stuck in extreme fear for a very long time which is pretty unusual.” (Host E, 04:13)
  • Bitcoin’s market cap stagnated at $1.74T.
  • “We were like back at 3 trillion earlier before the coordinated sell off and now we're right back down to 2.93 trillion.” (Host D, 03:00)

• TA & Scenarios:

  • Bear scenario: BTC to $76,800
  • Bull scenario: BTC to $96,000, approaching $100,000 psychological resistance
  • “We were at a higher price action one year ago than today. So this has been a very unexpected turn of events for a year following the halving for the first time in history.” (Host E, 05:47)
  • Ongoing volatility: October–December described as unexpectedly bearish despite prior all-time highs.
  • Historical context:
    • “November was one of the worst bear months we've ever had. I believe we lost over 20,000 in price action.” (Host D, 07:32)
    • “It took bitcoin from the Genesis block…to 2017…to go from zero to freaking 20 grand. And then in one month we lost more than 20,000.” (Host D, 07:56)

• Psychology & Sentiment:

  • Despite bearish Q4, panelists are bullish for 2026/2027 and the next halving (2028).
  • “With all this bearishness and coordinated sell-offs and manipulation…I'm only more bullish leading into 2026 and 2027.” (Host D, 08:09)

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2. Macro and Asset Landscape

• Commodities vs. BTC:

  • “Gold and silver have been breaking out…Gold's at an all time high at almost 32 trillion.” (Host E, 10:57)
  • Nvidia now world’s second largest asset by market cap, surpassing silver.

• “Never short a boring market”:

  • Market manipulation suspected with 90K price points triggering liquidations ($200M in 24hr):
    • “Like clockwork, every time we hit 90 there's a coordinated sell off.” (Host D, 10:57)

• Crypto undervaluation:

  • “Van Pop described crypto as significantly undervalued and mispriced. Eyeing a return of liquidity and a rematch with all time highs in the coming months.” (Host D, 12:12)
  • “It just makes no sense how everything is up and bitcoin is down…gold, silver, other risk on assets.” (Host E, 12:32)

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3. Adoption Stories: Lugano, Switzerland

• Lugano as a BTC Hub:

  • Almost all merchants accept BTC/USDT; government services (taxes, parking, tuition) payable in crypto.
  • Lightning Network use highlighted:
    • “In El Salvador…$10 via the lightning network. With a 2 cent lightning fee to me as practically free compared to roughly 3% average charged by the credit card network.” (Host D & E, 13:15)

• System Design:

  • BTC and USDT for payments; LVGA (local stablecoin) for city loyalty rewards, converted to Swiss francs for stability.
  • “The city does not hold volatile crypto assets…Payments are converted instantly into Swiss francs through the Bitcoin Swiss, limiting the city's exposure to crypto price volatility.” (Host E, 13:46)
  • Focus: organic growth, circular economy, governance, practical integration, voluntary merchant participation.

• Blueprint Takeaway:

  • “Large scale Bitcoin integration may depend less on ideology and more on practical user interfaces.” (Host D, 15:47)

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4. Security Update: Trust Wallet Hack

• Incident Overview:

  • Desktop browser extension (v2.68) compromised, $7M drained on Christmas Day.
  • “Trust wallet users lost 7 million Christmas Day exploit that had been planned since early December.” (Host D, 19:45)
  • Immediate user advisory to update/upgrade to patched versions.

• Community/Industry Response:

  • CZ (Binance) pledged to cover losses:
    • “Smart move. Because if he didn't cover it, no one would use that wallet.” (Host E, 20:08)

• Hack Analysis:

  • Suspected insider involvement:
    • “The attacker was able to submit a new version of the Trust Wallet extension... Chances of insider is high.” (Host D, 21:48)
    • Supported by both intergovernmental advisors and CZ.

• Broader Context:

  • Wallet hacks accounted for 37% of all stolen value in 2025, excluding the $1.4B Bybit exploit.

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5. Tokenized Commodities & Real-World Assets

• Boom in Tokenized Commodities:

  • On-chain tokenized commodities near $4B, led by Tether Gold ($1.74B) and Paxos Gold ($1.6B).
  • “Tokenized commodities rose 11% in the month leading to Friday reaching almost 4 billion.” (Host D/E, 23:42)
  • Gold, Silver, Platinum hit new all-time highs.

• Blockchain Trends:

  • RWA (Real World Assets) predicted to hit $2T by 2028. Ethereum dominant with 65% market share.
  • “Growth in tokenization can contribute to increased blockchain activity and transaction fees.” (Host D, 24:54)

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6. Market Fundamentals: The Strategy CEO’s Bullishness

• Long-term Bullish Outlook:

  • Strategy CEO Fung Lee: fundamentals “couldn’t be better,” despite Q4 drawdown and market sentiment.
  • “If you’re not in this for the long haul, go to the casino.” (Host D, summarizing Fung Lee, 26:49)
  • Company well positioned with a $2B+ USD treasury, seeks to own 7.5% of BTC supply (current holding: 671,268 BTC / $58.6B)

• US Institutional Alignment:

  • “Looking at the long term fundamentals, [Fung Lee] pointed to the US Government being fully supportive of bitcoin like it’s never been before…Trump administration fully embracing crypto.” (Host E, 29:06)
  • Discussion of rumored U.S. “strategic bitcoin reserve.”

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7. Main Feature: Bitcoin $750K Supercycle by 2027

• Arthur Hayes’ Prediction:

  • BTC could reach $500K–$750K by 2027, driven by:
    • Aggressive monetary policy, political shifts (Trump administration), institutional demand, macroeconomic liquidity cycles.
  • “Arthur Hayes, former Bitmax CEO believes Bitcoin can surge to between 500 GS and 750000 by 2027.” (Host D, 31:01)

• Supercycle & Scarcity:

  • The crew’s own predictions:
    • JV: $222,000 bear / $420,000 base / $1.1M bull by 2027 (Host E, 30:41)
    • The upcoming 2028 halving likely a launchpad for the next “supercycle.”
  • “Hayes suggests a Trump led admin could accelerate fiscal spending. Such policies may increase deficits and weaken currency purchasing power...This environment often fuels demand for alternative stores of value.” (Host D, 33:51)

• Macro Perspective:

  • Institutional demand and liquidity cycles are key—BTC increasingly viewed as digital collateral for the global system.
  • “Isn’t it ironic that the four year bitcoin cycle has always been in alignment with the four year presidential cycle in the US?...Do you think that’s a coincidence or by design?” (Host D, 34:10)

• Memorable Quotes:

  • “There's nothing more superior [than Bitcoin]...I mean, everything is up and Bitcoin is down—makes no sense.” (Host E, 12:32)
  • “If you're not in this for the long haul, go to the casino.” (Host D, channeling Fung Lee, 26:49)
  • “Arthur Hayes, former Bitmax CEO, believes Bitcoin can surge to between 500GS and 750,000 by 2027.” (Host D, 31:01)
  • “Never short a boring market. That's right, you can't short your dorks. You can't afford that.” (Host D, 10:57)
  • “Bitcoin is like Pokemon to [Michael] Saylor: you gotta catch them all.” (Host D, 29:06)
  • “Bitcoin fits the profile perfect. Unlike fiat, Bitcoin enforces strict issuing limits. Scarcity attracts long-term investors during the inflationary periods.” (Host D, 34:10)

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Timestamps for Important Segments

| Segment | Timestamp | |-----------------------------------------------|---------------| | Episode’s Theme & Market Watch Introduction | 01:30 | | Live Market Analysis & TA Scenarios | 03:12–07:29 | | Macro Context: Commodities & Market Psychology| 08:22–12:42 | | Lugano Bitcoin Adoption Story | 12:50–17:20 | | Trust Wallet Hack & Security Discussion | 18:46–22:46 | | Tokenized Commodities & Blockchain Trends | 22:46–25:24 | | Strategy CEO Fung Lee on Market Fundamentals | 25:28–30:28 | | Arthur Hayes $750K Supercycle Thesis | 30:28–35:28 |

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Notable Quotes & Moments

• On Market Manipulation:

  • “Like clockwork, every time we hit 90 there's a coordinated sell off.” (Host D, 10:57)

• On BTC as Collateral:

  • “Market sentiment reflects growing confidence in Bitcoin long term role as digital collateral…Many analysts now view Bitcoin as a macro asset linked to the global monetary conditions.” (Host D, 32:07)

• On Scarcity:

  • “Bitcoin stands on top of the hierarchy due to the fixed supply…21 million, not a Satoshi more.” (Host E, 33:26)

• On Fiat vs. Bitcoin:

  • “Bitcoin’s fixed supply contrasts sharply with the unlimited fiat printing…This difference strengthens its appeal during economic uncertainty.” (Host D, 34:14)

• On Institutional Adoption:

  • “For the first time ever, we have the institutional demand which was not present in any previous cycle.” (Host D, 35:17)

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Tone and Style

• Tone is raw, unfiltered, and colloquial (“fam,” “send it,” “the bitty dream”).
• The hosts mix technical rigor with playful irreverence and a sense of community.
• Strong anti-altcoin stance: “No altcoins. Just BTC.”
• Frequent appeals to the audience for feedback and sharing personal experiences (“let me know if you guys have ever been to Lugano”).

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Conclusion

This episode offers an in-depth market snapshot post-Christmas 2025, critiques the latest price trends, examines groundbreaking adoption projects like Lugano, covers pressing security concerns, and—most centrally—looks ahead to a possible BTC supercycle. It delivers Arthur Hayes’ $750K-by-2027 forecast in context: monetary policy, political change, and macro liquidity. The show is both an energetic hype session and a grounded analysis, reminding listeners to “stack hard, stay sovereign”—and keep their sats safe.

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Transcript

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[Host D (Crypto Analyst)]

Fam to the number one Bitcoin pod in today's show. We'll be discussing the latest TA Bitcoin eyeing 90, 000 bullish trend breakout as Gold Silver hit the fresh records. We'll also be discussing inside the Swiss City where you can pay for almost everything with btc. Also breaking news the other day the Trust Wallet did get hacked. There was over 7 million in losses and and CZ did post that they would cover all of those losses. So I'll be discussing this Christmas Day hack with the infamous Hot Wallet. We'll also be discussing Tokenized commodities near $4 billion as gold extends its all time rally as well as Bitcoin market fundamentals couldn't be better according to Strategy CEO Fung Lee. We'll also be discussing a bitcoin price prediction signaling a rise to 750,000 per biddy by 2027 and Bitcoin super Cycle send it. We'll also be taking a look at the overall crypto market. All this plus so much more right.

[Host E (Co-host/Analyst)]

Here in today's show. Today is pod episode number 2206. I'm your host JV. It's December 26th the day after Christmas. So wishing you all very special, you know holiday Hodle day I should say season.

[Host D (Crypto Analyst)]

We celebrate all through pretty much half of January as three Kings day is.

[Host E (Co-host/Analyst)]

The following week after New Year.

[Host D (Crypto Analyst)]

So we get hit with in Puerto Rico here we got the Christmas Eve, Christmas, New Year's Eve, New Year's then the three Kings day and then there's.

[Host E (Co-host/Analyst)]

Like something else right immediately after.

[Host D (Crypto Analyst)]

So tis the season we got the Fed chair Nipinator here. Bitcoin correcting. There was another coordinated sell off and all the major exchanges which I was discussing right before we went live. But let's kick this mofo off with our market watch as we do each and every day. As you can see the bulk of the market all bloodshed all in the red but very minuscule correction. Bitcoin only down 0.7. Excuse me percent for the day. Ether down about 1% on the day XRP Salana the bulk of the coins are down like 1% on the day. Checking out coinmarketcap.com we were like back at 3 trillion earlier before the coordinated sell off and now we're right back down to 2.93 trillion. Down roughly 1% on the day. Bitcoin specific market cap has been pretty stagnated as well. Today it's still 1.74 trillion. Checking out top 100 crypto gainers. Is anything standing out?

[Host E (Co-host/Analyst)]

Barely.

[Host D (Crypto Analyst)]

We got Tezos up 5%.

[Host E (Co-host/Analyst)]

These are the top gainers. XDC up 5% and MYX up a modest 3% as the bulk of the market obviously correcting and in the red checking out crypto greed and fear index. Another thing, we've been stuck in extreme fear for a very long time which is pretty unusual. We're still in extreme fear today at a 20, yesterday at 23. Last week of 16 and last month of 15.

[Host D (Crypto Analyst)]

Checking out the time chain calendar Tik Tok next block. Right now we're at block number 929,615and you could exchange one fiat monopoly $50, 1142 sats. I remember this has dropped as low as the 800 region when we were at the all time high of 126 first week of October. So consider this a blessing from the heavens above. If you're looking at stack sats an opportune time to do just that. Anyways, let's continue. We'll do some live chart astrology for the Brosis. Pulling it up.

[Host E (Co-host/Analyst)]

Write her. You should be able to see better here. Good.

[Host D (Crypto Analyst)]

Okay, this is the one hour we do have a clear decisive Bear target which you can follow that blue line down. I know it's off your screen but it says 76,800. That's the bear which is roughly a God candle to the downside. And then we have a bull scenario which is more exciting to Entertain.

[Host E (Co-host/Analyst)]

C at 96 GS and take us.

[Host D (Crypto Analyst)]

Right back on the cusp of 100K.

[Host E (Co-host/Analyst)]

The psychological resistance we done broke through.

[Host D (Crypto Analyst)]

You know, 10,000 times since first achieving it.

[Host E (Co-host/Analyst)]

And again we. We were at a higher price action one year ago than today. So this has been a very unexpected turn of events for a year.

[Host D (Crypto Analyst)]

Following the having for the first time.

[Host E (Co-host/Analyst)]

In history, even though we hit the all time high, you know 126 was very lackluster. That's why I believe extended cycles send it.

[Host D (Crypto Analyst)]

But anyways four hours usually very similar to the one hour target wise. We also have the 96000 bull scenario.

[Host E (Co-host/Analyst)]

Three bear scenarios ranging from 84 all the way down in the blue to 76. Checking out the one day you'll notice we are.

[Host D (Crypto Analyst)]

It's hard to see because it's minuscule.

[Host E (Co-host/Analyst)]

But we are barely in the green on the day.

[Host D (Crypto Analyst)]

If I can see that proper.

[Host E (Co-host/Analyst)]

It does look like a green bar. Yesterday was red. Day before red, day before red. And then we had three consecutive greens reclaiming the losses that we achieved the prior week. But it's been very bearish. October, November, December. Unfortunately checking out the weekly, we do.

[Host D (Crypto Analyst)]

Get the weekly close here on Sunday. Two days out it'll be December 28.

[Host E (Co-host/Analyst)]

Which I believe is Sunday. Right?

[Host D (Crypto Analyst)]

Yeah. So anyways, as you can see here on the weekly we are in the red on the week last week it.

[Host E (Co-host/Analyst)]

Was barely in the green.

[Host D (Crypto Analyst)]

Week prior red, week prior green and week prior green. And you'll notice the five weeks prior to that we had a massive sell off. Literally four weeks consecutively. An entire full month of bear during our Q4 bull run. Damn it. But it is what it is. Checking out the monthly. You also notice red candle on the month though that can flip.

[Host E (Co-host/Analyst)]

It's barely in the red prior month.

[Host D (Crypto Analyst)]

November was one of the worst bear months we've ever had. I believe we lost over 20,000 and price action. Now consider it took bitcoin from the Genesis block I believe was January 3rd of 2009 to 2017 for Bitcoin to go from zero to freaking 20 grand. Right. So how many years is that?

[Host E (Co-host/Analyst)]

Eight years. And then in one month we lost more than 20,000.

[Host D (Crypto Analyst)]

That was November for you.

[Host E (Co-host/Analyst)]

Hence November bear, which will live in history unfortunately.

[Host D (Crypto Analyst)]

But I think with all this bearishness and coordinated selloffs and manipulation and all this kind of stuff, I'm only more bullish leading into 2026 and 2027 and the next having in 2028.

[Host E (Co-host/Analyst)]

But remember, there's just no telling with the constipated Janet Yellen ban. You know, next story yo Bitcoin eyes 90G's bullish trend breakout as the gold and silver hit fresh records. That's right, gold and silver have been breaking out hitting the all time high. But yeah, you're looking at the one hour chart here. We already did the live chart so I'm going to skip ahead of that. Analyst says price action reflects real positioning again, not derivative mechanics. That's when direction usually becomes clearer. And also we have a massive like 40 billion in options expiring here shortly, so we'll see how the market reacts. Bitbull described the recent price action lack an organic component future thanks to the influence of options which we were just discussing. M Pop said he saw conditions for crypto improving after the new year. He says January is a period where asset managers are reallocating their assets. If you look at most of the charts, where would you go? For sure nothing in commodities. They are well due for a correction for sure. Not tech stocks as they are already on a tear and risk is relatively high. You got to risk it for the.

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[Host E (Co-host/Analyst)]

And mostly it's crypto and bitcoin. The doing doing Silver had already overtaken Bitcoin by market cap, becoming the world's third largest asset. Obviously gold on top with Nvidia number two. It's insane to me that Nvidia's market cap is close closing in on 5 trillion. Right now gold's at an all time high at almost 32 trillion range bound.

[Host D (Crypto Analyst)]

Meanwhile, continue to characterize the short term bitcoin market moves. As exit pump points out, never short a boring market. That's right, you can't short your dorks. You can't afford that. With both long and short entries difficult to judge. Even the trip near 90 spark liquidations worth 200 million in 24 hours. And like clockwork, every time we hit 90 there's a coordinated sell off. Every time we've done that in the recent couple of past couple of weeks. So there's definitely market manipulation happening. The daily close is key. A confirmed breakout opens move towards 95 where the real test lies. Acceptance above 95 would likely lead to a move towards the weekly moving average 50 around that 100k critical psychological zone. I think only a matter of time but let's see how this plays out. Do you think we'll be above 100 before the end of the year? We got quite a distance ago. It's maybe 14 at least 13,000 from today's price action. Let me know either way or do you think it'll be after the new year we start continuing our bullish momentum holler now. The Bitcoin 50 day simple moving average and exponential moving average stood at 91.5 and 92.

[Host E (Co-host/Analyst)]

6, which is significantly above where we're at.

[Host D (Crypto Analyst)]

Van Pop described crypto as significantly undervalued and mispriced. Eyeing a return of liquidity and a rematch with all time highs in the coming months.

[Host E (Co-host/Analyst)]

I would agree with that statement being crypto significantly undervalued and mispriced and I.

[Host D (Crypto Analyst)]

Think it's all by design, you know, lizard folk, forces of evil.

[Host E (Co-host/Analyst)]

It just makes no sense how everything is up and bitcoin is down and saying everything like gold, silver, other risk on assets.

[Host D (Crypto Analyst)]

I mean there's nothing more superior, you know. Let's continue. I got a lot to share. Yo. Next headline Inside the Swiss city where you can pay for almost everything with the bitty.

[Host E (Co-host/Analyst)]

Inside the Swiss City pay for everything with the bitty. That's a dub.

[Host D (Crypto Analyst)]

Yeah man, that's awesome. Key takeaways. Adoption is voluntary. Kind of reminds me of bitcoin country merchants participate because bitcoin lightning fees are typically under 1%. I say practically free when I use the Lightning Wallet. In El Salvador I spent 10 bucks treating a friend to dinner and it was $10 via the lightning network.

[Host E (Co-host/Analyst)]

With a 2 cent lightning fee to.

[Host D (Crypto Analyst)]

Me as practically free compared to roughly 3% average charged by the credit card network.

[Host E (Co-host/Analyst)]

Screw the credit card networks.

[Host D (Crypto Analyst)]

Residents can pay municipal bills, taxes, parking fines, tuition and the Bitty or the USDT using standard QR code invoices. Again, a lot of similarities to Bitcoin country. Here the city balances the ecosystem by.

[Host E (Co-host/Analyst)]

Using the Bitcoin payments and the USDT for stability and the LVGA as a local loyalty token.

[Host D (Crypto Analyst)]

The city does not hold volatile crypto.

[Host E (Co-host/Analyst)]

Assets like Trump Coin. Payments are converted instantly into Swiss francs through the Bitcoin Swiss, limiting the city's exposure to crypto price volatility.

[Host D (Crypto Analyst)]

The cobblestone street to Lugano. That's what we're discussing here. Lugano, Switzerland are better known for the Mediterranean style. What is that?

[Host E (Co-host/Analyst)]

Pizzas and high end boutiques. Then the radical economic shifts and looks closer at storefronts along via NASA.

[Host D (Crypto Analyst)]

Let me know if you guys have ever been to Lugano. And the familiar Visa MasterCard stickers have a new neighbor.

[Host E (Co-host/Analyst)]

A bright yellow plan B decal bitty for the win.

[Host D (Crypto Analyst)]

In the lakeside enclave. Bitcoin.

[Host E (Co-host/Analyst)]

No longer just a digital asset tucked away in a coal wallet, it's a functional currency used to buy everything from a morning espresso to to a Big Mac to settle municipality tax bills. That's pretty cool.

[Host D (Crypto Analyst)]

This was launched in 2022 as a.

[Host E (Co-host/Analyst)]

Partnership between the city of Lugano Te and Tether. They have a partnership. Plan B was not designed as a marketing stunt. It was conceived as a structural overhaul of the city's financial rails. And while countries like El Salvador have pursued top down Bitcoin mandates, Lugano's approach is quintessentially Swiss voluntary, highly organized and.

[Host D (Crypto Analyst)]

Focused on reducing merchant friction. Let me know if you guys ever been to Switzerland. I've been there once on my Euro trip. It was quite a beautiful place. It was freezing when I was there, but nonetheless very beautiful, very scenic. The mountains, good experience overall. And if you go there, you got to buy a Swiss watch. Just saying. The ecosystem rests on three pillars. Bitcoin for sovereign value, Tether USDT for price stability and larger commerce. And then there's this LVGA token, a local stablecoin that powers the citywide loyalty program. So yeah, there's an emergent experience experiencing organic growth. The circular economy, governance on the blockchain through taxes and fines.

[Host E (Co-host/Analyst)]

You know they call it the most.

[Host D (Crypto Analyst)]

Radical how to is how the residents are interacting with the state. Lugano is one of the few places in the world where all municipal invoices, property taxes, parking tickets can all be paid in Bitcoin or tether institutional infrastructure. In the 2025 milestone, momentum behind the Plan B reached a new peak October this year during the fourth annual Plan B Forum. The event drew a record 4,000 participants from 64 countries, representing 140% increase in attendance since the project's inception. The Skeptical Manager's perspective on risk of course, you're always going to get Karen's and Floodsters when you're doing anything. The Blueprint for the Future I'll leave you with this. Lugano's experiment suggests large scale Bitcoin integration may depend less on ideology and more on practical user interfaces, focusing on three specific workflows, which include providing free hardware.

[Host E (Co-host/Analyst)]

To merchants to remove the entry fee.

[Host D (Crypto Analyst)]

For adoption dose ensure the currency can be used for routine obligations such as taxes, not just discretionary purchases like luxury goods and three use a local loyalty token to keep the value circulating within the city and as the world watches, CBDC's with a mix of curiosity and.

[Host E (Co-host/Analyst)]

Concern, Lugano offers a contrasting model.

[Host D (Crypto Analyst)]

A city experimenting with private, decentralized and.

[Host E (Co-host/Analyst)]

Stable digital assets positioned as an alternative to state issued digital currencies. I definitely say whatever they're doing seems amazing to me. Keep it up.

[Host D (Crypto Analyst)]

Lugano, Switzerland for the win again. Let me know if you guys have ever been there. It has a lot of similarities in law to Bitcoin country. You know, where there's basically Bitcoin is legal tender and then you have Tether usdt, which is registered security and all their cryptocurrencies are pretty much unregistered securities. You know, the only difference is.

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[Host D (Crypto Analyst)]

CMN Bitcoin country doesn't have their own local stablecoin. They just fully embrace tether usdt which I think is a smarter move personally. Next story of the day. Famalam we're going to continue where we left off. This was a big story yesterday. The Trust Wallet was hacked. There were users reporting all of their crypto is being drained from their hot wallets. Let me know if you guys have ever used the Trust Wallet and I'll break down what was going on, what caused it. And the good news, CZ says they're covering all the losses, so it's not a not a big deal. They don't want customers to lose confidence in their wallet. I remember Trust Wallet a long, long time ago and then eventually Banana purchased or acquired it and took it over. So that's why CZ was, you know, speaking on it. But here's the dealio. Trust wallet users lost 7 million Christmas Day exploit that had been planned since early December. Trust Wallets browser extension version 2.68 was compromised by a security incident impacting desktop users.

[Host E (Co-host/Analyst)]

Now Trust Wallet, you can download the.

[Host D (Crypto Analyst)]

App for your phone. Some people use it on their computers.

[Host E (Co-host/Analyst)]

And the one that was impacted were desktop users.

[Host D (Crypto Analyst)]

It advised users to upgrade to version.

[Host E (Co-host/Analyst)]

Man, it's like the doom and gloom of Updates, bro. Version 2.89. CZ, founder of Bananz, which owns the crypto wallet that claims to serve 220.

[Host D (Crypto Analyst)]

Million users, said on Friday that the.

[Host E (Co-host/Analyst)]

Lost funds would be covered. Smart move. Because if he didn't cover it, no one would use that wallet. It would have been the end of their company, right? Crypto wallet exploits have been an increasing threat to digital asset investors. Personal wallet Compromises account for 37% of the value stolen in 2025. Mind boggling, right? And if the 1.4 billion Bybit hack.

[Host D (Crypto Analyst)]

In February is excluded. Oh, I'm sorry, excluded. And that was massive 1.4 billion hack which we did cover here it shows you the crypto hack volume over time. Personal wallet hack proportion with 2025 adjustment scenario with the buy bit hack. Now still the 7 million trust wallet exploit pales in comparison to some of the bigger wallet hacks. For example, back in February of last year, co founder of Play to Earn game AXI Infinity lost 10 million worth of Ethereum to a suspected wallet exploit. Could you imagine waking up and your wallet's drained? What the. You know, the orchestrators of the attack on the Trust Wallet have been preparing to exploit it as early as December 8th. Co founder of the blockchain security firm shared a machine translation of the post read. The attacker started preparations at least December 8, successfully implanted the back door December 22, began transferring funds Christmas Day and thus was discovered. The backdoor code was also collecting users.

[Host E (Co-host/Analyst)]

Personal info which was sent to the attacker server.

[Host D (Crypto Analyst)]

And according to onchain Detective Zack xbt.

[Host E (Co-host/Analyst)]

Hundreds of Trust Wallet users were affected.

[Host D (Crypto Analyst)]

If any of you were infected or.

[Host E (Co-host/Analyst)]

Impacted, do let me know.

[Host D (Crypto Analyst)]

Some industry watchers pointed to signs of.

[Host E (Co-host/Analyst)]

A potential insider activity from the exploit.

[Host D (Crypto Analyst)]

Maybe like an employee or something as the attacker was able to submit a new version of the Trust Wallet extended extension on the website. This kind of hack is just not natural. The chances of insider is high. Intergovernmental blockchain advisor Andy Leanne wrote on.

[Host E (Co-host/Analyst)]

X CZ agreed the exploit was most likely an insider now slow mission.

[Host D (Crypto Analyst)]

Also noted the attacker was very familiar with the Trust Wallet extension source code. So yeah, it does seem like an inside job which enabled them to implement the backdoor code necessary to collect sensitive user information.

[Host E (Co-host/Analyst)]

What a shame.

[Host D (Crypto Analyst)]

I mean it's like you can't use a wallet without having your personal information, you know, stolen or jeopardized.

[Host E (Co-host/Analyst)]

It's just insane.

[Host D (Crypto Analyst)]

I can't stand hackers personally. It does disturb me to read stories like this, but at the same time.

[Host E (Co-host/Analyst)]

You got to be aware of what's.

[Host D (Crypto Analyst)]

Happening and what's possible.

[Host E (Co-host/Analyst)]

There's too too many shady characters, you know. So with a real slim Shady, please stand up, please stand up.

[Host D (Crypto Analyst)]

That is scary, right? It makes me want to use it more since he's covering the losses. Well that's a great perspective. Next story of the day, tokenized Commodity is near 4 billion as gold extends the all time rally. You know silver and gold have been doing quite phenomenal here this fourth quarter as bitcoin has been suppressed. Blockchain based tokenized commodities are also nearing 4 billion which is a major milestone. Following new all time highs reach by gold, Silver, gold, silver and platinum hit record oh Platinum 2 on Friday with spot goal rise and as high as 4,530dollars per ounce. Silver currently not a major contributor to the tokenized commodity market also touched an all time high of just shy of $75 per ounce. If you guys are invested in gold or silver, let me know. I have some like gold chains from over the years but I don't have any gold bars or coins or anything like that. But anyways, tokenized commodities rose 11%.

[Host E (Co-host/Analyst)]

That's always a divine. And the month leading to Friday reaching almost 4 billion.

[Host D (Crypto Analyst)]

Now tether gold was listed as the largest Tokenized commodity approaching 2 billion. Right now it's 1.74 billion, followed by Paxos Gold at 1.6 billion. Tokenized precious metals can be transferred and traded on chain outside traditional market hours, though pricing, liquidity and redemption remain tied to legacy infrastructure. Tokenized commodities are part of the wider real world asset sector which involves issuing blockchain based representations of traditional assets to enable faster settlement and fractionalize ownership. For example, investment bank Standard Chartered projects real world assets surging to 2 trillion damn by 2028 with 250 billion predicted to flow into less liquid investments such as private equity and commodities. Meanwhile, Ethereum captures the lion share of the RWA tokenization growth. It currently commands 65 market share of tokenized RWAs at almost 13 billion, while.

[Host E (Co-host/Analyst)]

The BNB chain is in second place with 10 and a half percent at $1.85 billion.

[Host D (Crypto Analyst)]

Growth in tokenization can contribute to increased Block act blockchain activity and transaction fees.

[Host E (Co-host/Analyst)]

On ether, Ethereum ranked fourth by total.

[Host D (Crypto Analyst)]

Transaction fees over the past 30 days.

[Host E (Co-host/Analyst)]

Generating over 11 million just from the fees. Then we got the Tron Network where stablecoin activity is dominant rank first with almost 30 million in fees. Then the BNB chain and Solana play second and third.

[Host D (Crypto Analyst)]

The two blockchains are popular for token.

[Host E (Co-host/Analyst)]

Launches and retail trading activity. And next up we'll discuss the latest.

[Host D (Crypto Analyst)]

From the Strategy CEO and then our feature story of the day.

[Host E (Co-host/Analyst)]

Got a bullish story suggesting Bitcoin hitting 750,000 in the year 2027 as the bull continues into the new year. Merry Christmas.

[Host D (Crypto Analyst)]

Let's discuss Bitcoin market fundamentals couldn't be better according to the Strategy CEO Fung Lee. That's right, no relation to Bruce Lee. Bitcoin's market fundamentals have stayed strong this year despite the asset price sentiment declining towards the end of the year. Again very lackluster, disappointing Q4. The fundamentals of the market this year for Bitcoin couldn't be better, he shared on a podcast Tuesday, emphasizing he don't care too much about the short term performance Bitcoin. As you know we hit the current firmament 126 3. It was October 6th. Since then we declined 30, 35%. We did tap I think the bottom was around 80,000. Some of you guys think the bottom is in, others are anticipating a correction even lower. So let me know your thoughts. Also, Crypto Greed and Fear index bottom for Q4 has been a 10 which is the lowest. We have seen it and we've been stuck in extreme fear for the bulk of Q4. Now fungly acknowledged the Bitcoin price does what it does. Kind of reminds me of Ray Charles do what it do and isn't always easy to explain. When you're an investor, you think about the long term of the asset class. And that's right, if you're not in this for the long haul, go to the casino.

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[Host D (Crypto Analyst)]

In my opinion because it's the only sure bet. Short term is very unpredictable due to volatility, manipulation and all those things. So I say be in this for the long haul, otherwise you may be a little disappointed. Just saying. Bitcoiners should be fairly methodical about the short term price. That's good advice and here's the wonderful Natalie Brunel from the Coin Stories podcast and this is the strategy CE New CEO obviously took Sailor's place. Fung Lee Lee Stress Short term price action is often unpredictable and bitcoiners should be fairly methodical and mathematical about it. Which is why we focus on things like the M Nav and why we built the Bitcoin treasury and why we.

[Host E (Co-host/Analyst)]

Built out the US Dollar treasury which.

[Host D (Crypto Analyst)]

Is their new two plus billion dollar war chest to be able to pay.

[Host E (Co-host/Analyst)]

Investor dividends like for the next three years.

[Host D (Crypto Analyst)]

Hypothetically alongside the bitty price decline, we.

[Host E (Co-host/Analyst)]

Had strategies M Nav the company market.

[Host D (Crypto Analyst)]

Value compared to the value of the.

[Host E (Co-host/Analyst)]

Bitcoin holdings falling to a 1, trading at a 0.93 according to the infamous Sailor Tracker. However, the company does currently hold 671268 Bitcoin worth 58.63 billion. And Sailor recently said his goal is.

[Host D (Crypto Analyst)]

To acquire 7 and a half percent.

[Host E (Co-host/Analyst)]

Of the Bitcoin supply and he's well on his way Looking at the long term fundamentals, he pointed to the U S Government being fully supportive of bitcoin like it's never been before. Now this is true due to the Trump administration fully embracing crypto. The entire Trump family is bullish obviously partnerships making millions on millions, potentially billies. But anyways. Lee said that he and Strategy Executive Chairman Mr. Sailor have been meeting with traditional banks across the across the U S of the UAE where institutions are trying to figure out how to catch up. Bitcoin is like pokemon to Sailor. You gotta catch them all now he says if you think about what's happening with traditional powers of the world, the U S Government, the U S Banking system, they're all getting on board with the btc. Just remember what Bruce Lee said, boards do not hit back. That's extremely bullish for this year and 2026, said Lee. While the U S President Trump as you know, signed the executive order establishing the strategic bitty reserve in the U S Digital asset stockpile in march. A formalized strategic plan which has not yet been confirmed. I don't understand the logic in that. It's like if he signed it, does that not mean it's confirmed? You fill me in guys. Also galaxy digital head of firm wide research Alex Thorne said September there's a strong chance U S government will announce this year it has formed the strategic bitcoin reserve.

[Host D (Crypto Analyst)]

And there you have it. Next up, I always save the best for last. Bitcoin price prediction super cycle 750G's by 2027 yes please. And my cycle peak. I'll stick to my original bear 222.

[Host E (Co-host/Analyst)]

Base 420 for the Brosis and bull 1.1 million. And that will be before 2028 because.

[Host D (Crypto Analyst)]

2028 the having kicks off the alleged.

[Host E (Co-host/Analyst)]

New four year cycle if that's still a thing intact by then. But at least that's when the having.

[Host D (Crypto Analyst)]

Is projected to be.

[Host E (Co-host/Analyst)]

So yeah, I'll stick to it. 222 bear 420 base 1.1 million bull by 2027 and that leads us right into our feature story of the day. Headline here reads bitcoin price prediction signals a potential rise to 750,000 by 2027. This is right in between my base case scenario and my bull case. But this is coming from a billionaire by the name of Arthur Hayes. Just blaze. Bitcoin continues to dominate the global financial discussions as both forecasts resurface across the market. Arthur Hayes, former Bitmax CEO believes Bitcoin can surge to between 500 GS and 750000 by 2027. Which means the year before the next having of 2028. His outlook centers on aggressive monetary expansion, shifting political leadership, renewed liquidity injections into the global market. The Bitcoin price prediction gained traction amongst institutional investors seeking protection from currency to basement. Hayes argues macroeconomic forces will overpower the short term volatility. And he believes investors should focus on liquidity trends rather than daily price movements. Market sentiment reflects growing confidence in Bitcoin long term role as digital collateral. Many analysts now view Bitcoin as a macro asset linked to the global monetary conditions. And the next liquidity cycle may redefine how investors value scarce digital assets.

[Host D (Crypto Analyst)]

And I'll read you this tweet here from Coin bureau. Bitcoin can reach 750 by 2027. Arthur Hayes Just blaze since Bitcoin can reach 500750 driven by renewed monetary expansion under a Trump administration. Let's not forget the Trump administration is active I guess until 2028 and there's a new election. So that gives us more bullishness for gives us at least room for the government to get. A lot of this is done, you know. Arthur Hayes links his Bitcoin prediction directly to renewed monetary easing. Expecting government to prioritize economic growth through the increased spending and credit expansion. Central banks often support such policies injecting liquidity into the financial system. You know, pretty low money printer go bur. Liquidity expansion historically benefits risk assets like equities as well as crypto. Bitcoin thrives when excess capital searches for yield and inflation hedges. Hayes believes Bitcoin stands on top of the hierarchy due to the fixed supply.

[Host E (Co-host/Analyst)]

21 million, not a Satoshi more.

[Host D (Crypto Analyst)]

The global liquidity cycle often drives speculative capital into the scarce assets.

[Host E (Co-host/Analyst)]

Don't be scared.

[Host D (Crypto Analyst)]

Bitcoin benefits from the transparent issuance schedule.

[Host E (Co-host/Analyst)]

Decentralized nature, you know.

[Host D (Crypto Analyst)]

The investors increasingly see Bitcoin as a.

[Host E (Co-host/Analyst)]

Protection against fiat dilution. Yeah, we see it as a protection against the forces of evil and the lizard folk and all of their weapons of mass destruction.

[Host D (Crypto Analyst)]

Hayes suggests a Trump led admin could accelerate fiscal spending. Such policies may increase deficits and weaken currency purchasing power. That's a given, right? This environment often fuels demand for alternative stores of value. The crypto market outlook strengthens when the government prioritized stimulus over austerity Bitcoin often responds positively to the expansionary fiscal policy. Political decisions influence market psychology and isn't it ironic that the four year bitcoin cycle has always been in alignment with the four year presidential cycle in the us? Like the same year the having is the same year we get a new president. Do you think that's a coincidence or by design? From Satoshi Let me know your thoughts. The global liquidity cycle refers to how the capital moves across the markets during the eason phases. When liquidity expands, investors favor assets with the limited supply. Look no further than the prelo biddy. Bitcoin fits the profile perfect. Unlike fiat, Bitcoin enforces strict issuing limits. Scarcity attracts long term investors during the inflationary periods. Hayes believes future liquidity ways will amplify this effect. Bitcoin's fixed supply contrast sharply with the unlimited fiat printing you already know. The infinite money glitch is a this difference strengthens its appeal during the economic uncertainty. The global liquidity cycle may magnify the bitcoin potential over time. And as you know this cycle for the first time ever we have the institutional demand which was not present and any previous cycle that come before us. So let me know your Overall thoughts on 750 as a bull target for.

[Host E (Co-host/Analyst)]

This cycle which we're still in. Obviously 2026 is right around the corner in a few days and then leading into 2027. Do you think we'll continue to go higher and higher? Potential super cycle? Holler. Let me know and I'll read your comments out loud. Welcome everyone to the Q and A segment of the live stream. Living the bitty dream.

[Host D (Crypto Analyst)]

And don't forget to check out bitcoin news alerts.net for the full premium experience with video and to participate in the live stream along with the Q and A. And I look forward to seeing you on tomorrow's episode Hoddle.