← Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts | Daily BTC Macro Signal
2229: ARK Invest Sees $16 Trillion Bitcoin Market Cap by 2030
00:31:33
Loading summary
Transcript16 lines
- [00:00]
A
Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states.
- [00:24]
B
Everyone deserves to be connected.
- [00:26]
A
That's why T Mobile and US Cellular are joining forces. Switch to T Mobile and save up to 20 versus Verizon by getting built in benefits they leave out. Check the math@t mobile.com switch and now T mobile is in US cellular stores. Savings versus Comparable Verizon plans plus the cost of optional benefits. Plant features in Texas and fees vary. Savings with three plus lines include third line free via monthly bill credits. Credit stop if you cancel any lines. Qualifying credit required. Welcome Bitcoin fam to the number one bitcoin pod in today's show. 17,000 bitcoin inflow just hit the exchanges raising alarms. One these bitcoin be sold off. I'll be breaking it down how this likely to impact the market. Also Bitcoin offers no haven from Trump's Greenland dreams. We also discussed Panta Capital sees brutal pruning for crypto treasuries this year in 2026. Also Russia linked a 7A5 stablecoin processed $100 billion before the sanctions hit. I'll be breaking down this latest report. We'll also discuss US Crypto are Sacks says the banks and crypto will merge into asset industry the Bitcoin singularity. Also Bitcoin market cap forecast something brand new From Kathy woods arc invest a stunning 16 trillion bitcoin price prediction total market cap by 2030. We'll also be taking a look at the overall crypto market. All this plus so much more right here in today's show. Today is pod number 2229. I'm your host JV alongside the Fed chair Nipinator. Keep it on my Nip and Nathan, we're right under 90000 at the time of the live stream. Bitcoin pretty even thus far on the day. We do got lots to share so let's dive right in to our market watch as we do each and every day. Looking at coin360 you can see most of the market is pretty even on the day but I'd say most of them in the red but barely small correction on the day. Ether down 2 and a back under 3000 xrp down 1.3% trading at 193 and just corrections pretty much across the board for the major coins. Checking out coinmarketcap.com Current crypto market cap today is coming in just above 3 trillion. It's 3.01 trillion to be exact. Up 1 1/2% on the day. Bitcoin market cap did drop below 1.8 trillion. Today it's $1.793 trillion. Checking out top 100 crypto gainers past 24 hours. The sandbox leading the pack up 7% on the day followed by Axi Infinity. We got the gamer coins doing their thing today and then the XDC network And checking out crypto greed and fear index. Today is a 20, extreme fear, yesterday a 24, last week a 61 and last month a 24. And there you go. And we have to check out of course the time chain calendar. Let's see what block height we're on today it's 933, 412. And you could exchange one fiat monopoly dollar for 1113sats. So you know what to do. You pick up the sats, put down the gats, pick up some bitcoin cash from my man Sergio over at Bitcoin caps. Net. I say we continue look at some of the live charts here. Do a little live chart action. Jackson Satisfaction Bo Jackson Dedicated to the Brosis finally some B bullish momentum on the screen. Looking to reclaim 100 GS. We're a God candle away but you can see in the one hour we have a couple of green consecutive candles and let's see if we can get above this ninety thousand dollar hump which tends to be the line in the sand at the moment. Checking out the four hour you're gonna notice also a couple of green cancels printed but we are significantly below the core moving averages on the screen. Checking out the daily, you'll notice a green candle on the day. Pretty small though. And then yesterday we had a small green candle. Day before that mass which took us to the current little local bottom there around 87. And checking out the weekly, we got three more days until the weekly close. Thus far unfortunately in the red. Last week we did finally get a green candle but it wasn't too significant and we've been ranging and trading sideways for a hot minute now. Hopefully we break out of the range to the upside. Checking out the monthly, you also notice January barely in the green. If we can hold this level we'll get a green close but hopefully we accelerate. But remember there's just no telling with the conspade miss Yelling finance. So anything could happen. Now here's something interesting caught my eye right before I went live. 17,000 bitcoin inflows to the exchanges raising the alarm Will these bitcoins be sold off? That's quite a lot of bitcoin, so let's see where they're coming from. Crypto exchanges saw a surge of the bitcoin flows over the past couple of days, emulating a pattern seen when the market topped in July. In August of 2025, more than 17,000 of the bitty were sent to the exchanges, potentially assigned that the current selloff could deepen. Bitcoin researcher Axel Adel said the atypical 17,000 Bitcoin exchange inflow occurred between January 20th and the 21st. So this just happened, including 9,900 Bitcoin on January 20th and 6,700 Bitcoin January 21st. This sharply contrasts with January's average daily net range from flow of 2000 to 2000 BTC. Now, although the net flow has normalized, the accumulated inflows create a supply overhang near the current levels and as a result the current move towards 8,990 thousand is viewed as a key resistance test. This aligns with a Bitcoin short term huddler which tracks whether the recent buyers or sellers are at a profit or a loss. The SOR, the seven day simple moving average is sitting at 0,996 below the key 1.0 break even level. So at the recent price near 87. 5, the SOPR dropped to 0.965 implying an average 3 1/2% loss for the short term huddlers. Meanwhile, Glass node data shows improvements to the Bitcoin spot markets banana and aggregate exchange accumulative volume delta. The CBD rotated back towards the buyer dominant conditions while selling pressure on Coinbase has stabilized. This reduction in overhead supply should technically stabilize the prices, but the current level of buying is obviously insufficient. Notably, the aggregated exchange spot CBD level has reached highs last seen in April of 2025, a period that previously preceded the range expansion. Crypto analyst Dark Fost added stablecoin metrics support potential bottoming process following the bitcoin correction. The stablecoin supply ratio, which is the SSR sharpest drop of this cycle indicating the bitcoin market cap fell faster than the stable coin liquidity. And speaking of the Bitcoin market cap, stay tuned. Our feature story today is Kathy Woods, Ark Invest predicting the total bitcoin market cap surpassing 16 trillion by the top of the decade in less than four years. And we'll discuss where that would likely send the preload biddy. So stay tuned. Lots more to share. But anyways, fam. Uh, next story of the day Bitcoin offers no haven for Trump's Greenland dreams, at least according to this article. The World's Breath a small collective sigh of relief Wednesday when Trump said he would not use force to take over Greenland during a rambling hour long speech to a crowd of world leaders. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states.
- [08:40]
C
Looking for a Valentine's gift she'll truly love? 1-800-flowers.com knows what she wants. For 50 years, 1-800-flowers.Com has helped guys get it right, delivering millions of fresh Valentine's roses nationwide with high quality bouquets guaranteed to last right now. When you buy one dozen premium roses, they'll double your bouquet to two dozen for free. Valentine's is coming fast, so don't wait until the last minute. Double your blooms today at 1-800-FLowers.com podcast. That's 1-800-FLowers.COM podcast in Davos.
- [09:11]
A
Let me know if you watched it. Trump argued why the US should rightly own Greenland, ostensibly as a bulwark against Russian and Chinese influence in a region. However, he walked back some worry and rhetoric about military action, stating that he would not use force to take over Greenland, which itself is an anonymous region. In Denmark, he scrapped plans to use tariffs to pressure the allies to go along with his acquisition plans. Indeed, he walked away from Davos with a supposed framework of a future deal. Bitcoin responded positively to the news, bumping up from 87 to 90, 000 as the evening came to a close. That was before the correction, and amid the geopolitical tension that had been escalating over the last month. Some analysts increasingly note the effect it has on the BTC price. Since the beginning of the year, the White House ramped up threats of taking over Greenland. Doing this by force would essentially be declaring war on Denmark. A fellow NATO member Trump further threatened additional 25% tariffs on countries that oppose his plans to acquire Greenland. In personal messages Trump later published on social media French President Emmanuel Macron, I do not understand what you are doing on Greenland. The Bitcoin price didn't either. It sank from 110 at the beginning of November to below 90,000 by November 21 and since then it has struggled to break 90, but last week it did hit almost 98. It was 97 and change when we did our pump watch, but we cracked it right back down now, Chris, chief market analyst over at trading platform ig, wrote in a newsletter. Cryptos offer no haven from the wave of selling that washed over global markets in response to the Trump threat. He said The Bitcoin run at 100 was stopped in its tracks last week and while the 90, 000 level is yet to be tested, it looks like the recovery is on pause, at least for now. Nipinator's on pause too. Four of them. The Greenland situation added what was already to a busy week with major crypto exchange. Coinbase withdrawn its support from the crypto framework bill, quoting markets are waiting to see if the EU goes to a tough response that may simply escalate the situation or ops for a back channel approach. Trump also noted it seems that cooler heads have prevailed, at least for now. Trump noted the framework for a partnership in the truth Social post yesterday, which was shared right here now, Danish foreign minister wrote the day is ending on a better note that in it began we welcome the POTUS has ruled out to take Greenland by force, pausing the trade war. Now let's sit down and find out how we can address the American security concerns in the Arctic while preserving the red lines of the Kingdom of Denmark. But then we had Nigel Green, CEO of the Deere Group, said for markets, a negotiated pause would limit immediate disruption, but uncertainty would persist because leverage has been established. Quoting them here Transatlantic trade underpins confidence across the global supply chains. Disruption there feeds into investment decisions, currency stability and diplomatic alignment worldwide. Certain trade agreements have already been cancelled as a result of the bell and rhetoric coming from Washington January 21, according to the European Parliament, canceling a trade deal that had been in the works since July. And the agreement, dubbed the Turnberry Proposal, would bring down U S tariffs on most European goods from 30% to 15%, which were a part of the Trump sweeping Liberation Day tariffs. There's just so many terrorists it's hard to keep up. In exchange, the EU agreed to invest in the U S and make an effort to increase U S imports. And then on Wednesday, Bernard Lang, chair of the European Parliament International Trade Committee, said, we have been left with no alternative but to suspend work on the two Turnberry legislative proposals until the US decides to re engage on a path of cooperation rather than confrontation and before any further steps are taken and head of Davos Macron have suggested that Europe could respond to the American aggression with the trade Bazooka, a Moniker for the EU's Anti Coercion Instrument, the law that would take six months for the EU to activate but would effectively shut off European markets from the us. This in turn could cost American companies billions of dollars in losses. But there's a little something of what's happening. In case you missed the one hour speech from Trump regarding all that, let me know your thoughts. And of course we did discuss I think it was in yesterday's pod regarding the bill for the US Crypto bill which he said he would be signing very soon. Something new. So if you missed yesterday's episode, check that out Next Story of the Day Pantera Capital sees Brutal pruning for the Crypto Treasuries this year in 2026 as you know, 2025 was the year of the crypto treasury plays following in the sailor put following strategy CEO of course, Digital asset Treasuries, better known as debts companies are likely to face consolidation this year as the largest best capitalized players continue to accumulate Bitcoin and Ethereum while the smaller companies are struggling to keep pace. According to Panta, DS are set for a brutal pruning this year with only a few dominant corporate treasuries left standing, predicted the asset manager Pantera. Everyone else gets acquired or left behind except for the longer tail token winner along for the ride. So so far this year the pattern has been most visible in Bitcoin and Ether treasuries where the most well funded players have dominated the acquisitions. Number nine Digital asset Treasury consolidation accelerates oh, this is actually quite interesting. This was from Pantera. They wrote back in 2021 Fewer than 10 public companies own Bitcoin. Ain't that crazy? In 2021 only 10 companies own Bitcoin or less. By mid December 2025, 151 companies own 95 billion, with the number rise into 164 and 148 billion when including governments. Here's Pantera's prediction. 2026 will see brutal pruning in each major asset class. Only one or two players will dominate. Everyone else gets acquired or left behind except for the longer tail token winner going along for the ride. It is going global too. Japan's Meta Planet's already aggressive, so the US no longer owns the trend. As the global treasury landscape diversifies, Ether's largest corporate hodler Bit Mine continued its steady accumulation in the new year with most other ether focused Treasuries have not disclosed new acquisitions this year yet. Bit mine said it bought 35000 ETH for 104 million in the week leading up to Tuesday. Also, the company holds 4.2 million ETH which is worth 12.9 billion USD, which is 3 and a half percent of the total ether supply after scooping up 95,000 ether for 277 million at the start of the year. Then we have Hong Kong based investment firm Trend Research acquired 41,000 ETH for 126 million already this year, while other ether DS have yet to disclose their public buys. Trend Research is funding its ether purchases via decentralized borrowing through lending protocol, a meaning it doesn't rely on traditional fundraising methods like share sales employed by publicly listed treasury firms. Meanwhile, the Bitcoin Treasuries are clearly led by Michael Sailor and strategy. He just announced just the other day another $2.13 billion buy and puts their total holdings at 79.7:15 BTC. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. You chose to hit play on this podcast today. Smart Choice make another smart choice with Auto Quote Explorer to compare rates from multiple car insurance companies all at once. Try it@progressive.com Progressive Casualty Insurance Company and affiliates not available in all states or situations. Prices vary based on how you buy.
- [17:23]
B
Well, the holidays have come and gone once again. But if you've forgotten to keep get that special someone in your life a gift. Well, Mint Mobile is extending their holiday offer of half off unlimited wireless. So here's the idea. You get it now. You call it an early present for next year.
- [17:38]
A
What do you have to lose?
- [17:39]
B
Give it a try@mintmobile.com Switch limited time.
- [17:43]
C
50% off regular price for new customers. Upfront payment required $45 for 3 months, $90 for 6 month or $180 for 12 month plan taxes and fees. Extra speeds may slow after 50 gigabytes per month when network is busy 0.
- [17:52]
A
Terms data from Bitcoin Quant shows corporate Bitcoin Treasuries now collectively hold 1.13 million Bitcoin, roughly 5.4% of the total supply. That's more than Satoshi's wallets. Pretty while though figures vary depending on how the treasury companies are defined and you can see here's a list right here of strategies Bitcoin purchases since November of 2025 and they're ramping up. Last week was a billion dollar purchase and this week more than $2 billion purchase and I don't think that's going to slow down. Especially from Mikey Sailor of the growing concentration of the bitcoin and ether amongst the smaller number of the corporate hodlers raises questions about sustainability for the smaller treasury companies, particularly those that relied on debt or equity issuance during the earlier market rallies. And at the end of December Crypto treasury firm ETH Zilla sold 75 million worth of ether to repay senior secured convertible notes highlighting the financial pressure facing the less capitalized players. And if you don't know now, you know, I don't think this is going to slow down. I think the juggernauts are going to continue at unprecedented levels like we've witnessed with BlackRock's I bid and the ETFs as well. The institutions didn't come along until the ETFs went live. I believe it was 1-11-2024 and they're doing unprecedented volume on never seen before in ETFs. So just the level of buying from the institutions and the corporate treasury plays is outpacing the supply of Bitcoin by like 3 to 1 just based on institutions. So when you start to calculate sovereign, you know, nations, you know, 401ks, all that kind of stuff including the, the corporate adoption, treasury plays, the strategic bitcoin reserves from nations, the global hash wars, you start to realize how limited bitcoin truly is. There's only so many bitcoin being produced and if the institutions are eating them all up, it's basic supply, demand dynamics, stock to flow. What happens when you have very limited supply and massive demand prices go up. You gotta bribe the hodlers with the diamond hands to depart with their precious little bitties and it's not going to be easy to do. It can cause a supply shock and it sends the bitcoin price parabolic. We ain't seen that yet this cycle. Can it happen? Absolutely. You know Nipinators are ready with the mom spaghetti. He's nervous on the surface. Common ready to drop bombs. Yeah, let's keep knocking out these stories. Next up, Russia linked A7A5. Stablecoin processed $100 billion before the sanctions even hit according to Elliptic. Here's the latest. What's happening out of Russia the ruble back. Stablecoin linked to the sanctioned Russian financial network processed more than $100 billion in onchain transactions in less than a year, according to the new report from the blockchain analytics firm Elliptic. In a report published Thursday, Elliptic said a 7A5 stablecoin was designed to operate within a broader framework intended to reduce exposure to the Western financial sanctions. The structure allowed Russian linked businesses to move value through crypto markets while limiting the risk of asset freezes. Elliptic found that the A7A5 activity surged following its launch in early 2025 before slowing down in the second half of the year as sanctions and compliance actions taken by the exchanges and token issuers started to restrict its usability, Elliptic said. The scale and structure of the flows highlight how non US dollar stablecoins can be designed to support sanctioned trade and how enforcement pressure can still disrupt such systems, Elliptic said. The $100 billion figure represents the cumulative value of all the A7A5 transfers recorded on public blockchains and that includes Ether and Tron. This is the aggregate value of all the A7A5 transfers. We are not taken a subjective view on whether each transaction constitutes distinct economic activity, although the fact that transaction fees have been paid for all A7A5 transfers suggest they all confer a benefit to the transactor. Elliptic analysis shows that A7A5 has primarily functioned as a bridging asset between rubles and tethers. Usdt, which remains the largest dollar peg stable coin by far, naturally shout out tether. The company said the structure allows users to move value in USDT tokens without maintaining prolonged exposure to wallets vulnerability to freezes by the Western authoritize. The report noted stablecoins trading activity has been concentrated on a limited number of ventures including Kagan based exchanges and project linked infrastructure. This reinforces the token's role as a purpose built settlement tool rather than a broadly adopted retail stablecoin Sanctions pressure and exchange controls curb growth, Elliptic said the Stable Coins expansion slowed around mid-2025, with no major issuance since July and transaction volumes falling from a peak a 1.5 billion to 500 million. Also, they shared that U S sanctions imposed in August of 2025 had the most immediate and material impact on the stable coin's functionality. Quoting the report, the US sanctions in August 2025 appear to have the largest impact immediately after the US designations USDT liquidity provision to the A7A5 decks dropped substantially, removing one of the stablecoin's key benefits easy on chain access to Tether's. USDT. Additional constraints followed as exchanges took action. For example, in November of 2025, the Centralized Exchange Unis Swap added that A7A5 to its token block list, preventing trading via its web interface. Elliptic also cited reports from users whose USDT deposits were frozen by exchanges after being traced back to the A7A5 link wallets. Then October 23rd, European Union formally sanctioned A7A5, describing it as a tool to use to bypass financial restrictions tied to Russia's war economy. Robinson said the A7A5 trajectory illustrates both the potential and the limits of non dollar stablecoins built for for sanctions era finance. Now, while the US Dollar dominates the global economy, there are structural limits to how far a stable coin such as this can grow. However, if that changes, all bets are off. Next Story US Crypto are David Sachs says the banks of crypto will merge into one digital asset industry. That's right, White House cryptos are Mr. Sachs. Banks and crypto companies will ultimately merge into one digital asset industry once Congress passes the long delayed market structure bill. He just shared this in Davos on cnbc. Squawk box as you can see here, Sachs was asked about the negotiations on the proposed Clarity act, the market structure bill that has installed amid debate over whether stablecoin issuers would be permitted to offer yield. Naturally, the bankers the last thing they want because it undermines their entire legacy banking system. They don't want you earning yield because then you wouldn't keep any dollars in the bank. Clearly right now. Sack said the yield debate has become the primary obstacle to advance in the legislation, but noted the lawmakers, the banks, the crypto companies must compromise, get the market structure built to the President Trump so he can sign that mofo into law. He pointed to the Genius act as an example, noting the bill failed multiple times before ultimately becoming law, adding the banks should recognize that yield is already a feature within legislation. Sachs also urged the crypto industry to see the bigger picture, saying he understands yields is philosophically important to them, but so is getting overall market structure bill, quoting them here from the interview. After the bill passes, the banks are going to get fully into the crypto industry. So we're not going to have a separate banking industry and crypto. It's all going to be one digital asset industry. Today's episode of Bitcoin News Alerts is brought to you by Progressive Insurance. Do you ever think about switching insurance companies to see if you can save some cash? Progressive makes it easy to see if you can save when you bundle your home and auto policies. Try it@progressive.com Progressive Casualty Insurance Company and affiliates. Potential savings will vary. Not available in all states.
- [26:22]
B
Well, the holidays have come and gone once again, but if you've forgotten to get that special someone in your life a gift, well, Mint Mobile is Extending their holiday offer of half off unlimited wireless. So here's the idea. You get it now, you call it an early present for next year.
- [26:37]
A
What do you have to lose?
- [26:38]
B
Give it a try@mintmobile.com Switch limited time.
- [26:42]
C
50 off regular price for new customers. Upfront payment required 45 for 3 months, $90 for 6 months or 180 for 12 month plan taxes and fees. Extra speeds may slow after 50 gigabytes per month when network is busy.
- [26:51]
A
See terms over time. The banks like the idea of paying yield because they're going to be in the stablecoin business and apparently right now they're not. So they're against it. Now it all makes sense. Follow the money. You know, the dispute between traditional banks and crypto companies over whether the stables should be allowed to pay yield has simmered for months, but intensified last week when Coinbase publicly withdrew its support for the Clarity act. That's right, Mr. Clean, aka Brian Armstrong. Coinbase CEO said there's too many issues with the current draft of the bill to support it, including eliminating stablecoin yields while incentives insulating banks from competition. He ultimately said the and calls them out right here. I'll read it. After reviewing the Senate banking draft text over the last 48 hours. Coinbase unfortunately can't support the bill as written. There's too many issues, including a de facto ban on tokenized equities, D5 prohibitions, given the government unlimited access to your financial records and removing your right to privacy. Erosion of the CFTC's authority stifling innovation, making it seem subservient to the SEC, and four draft amendments that would kill rewards on stable coins, allowing banks to ban their competition. Again, the banks, the Fed. We appreciate all the hard work by the members of the Senate to reach bipartisan outcome, but this version would be materially worse than the current status quo. We'd rather have no bill than a bad bill. Hopefully we can get a better draft now. More power to him for calling it out. A lot of moos would have just blindly signed that right and sold us out. Especially that bankman Freed. You know, we'll keep fighting, he says, for all the Americans and the economic freedom. Crypto needs to be treated on a plain level field with the rest of the financial services. We can build the industry in a safe and trusted way in America. And there you go. Yeah, I mean I gotta respect Brian Armstrong, what he shared there. He's obviously calling out all the shenanigans and, and saying, yeah, I'd rather have no bill than a Bad bill. So go yourselves banksters. Clearly the bankers and the lobbyists are still involved or it wouldn't be so one sided, you know. Now for our feature story of the day. Fam Bitcoin market cap forecast this is brand new arc invests stunning 16 trillion 2030 prediction and that's the Bitcoin market cap they're ultimately saying will grow by a factor of 8x or 800% from the current price action. So let's break this one down. In a comprehensive new analysis that captured the financial world's attention, investment management firm ARC Invest projects Bitcoin's market cap surging to a staggering $16 trillion by the top of the decade. And what's crazy, it's only four years out. Fam. This bull forecast detailed in a recent report covered by the Block positions Bitcoin not merely as a speculative asset, but as a foundational pillar of the future global financial system. The prediction hinges on the Bitcoin accelerating adoption as a digital store value and it's growing institutional embrace. That's right, decoding it. Let's break her down. ARC Invests under the leadership of prominent investor the one and only Kathy wood bases at 16 trillion Bitcoin market cap projection on a detailed examination of the current adoption trends and macroeconomic shifts. Now according to the firm's research, the total crypto market cap is on track to reach approximately approximately $28 trillion within the next six years. Within this expansive digital asset ecosystem, Bitcoin expected to maintain a commanding dominance accounting for an estimated 60 to 70% of that total market value. This trajectory suggests a monumental re evaluation of the world's fiat or sorry, Bitcoin from its current valuation. Now several converging factors underpin this optimistic look. Firstly, Bitcoin increasingly viewed as a digital equivalent to gold. I say it's 100 times better. Gold is the poor man's Bitcoin as per the high priest Max Kaiser, now a non sovereign store value in an era of expansive monetary policy. And secondly the suggesting successful launch of the massive inflows such as through the ETFs have provided a regulated accessible gateway for the institutional and retail capital. ARC Invest data reveals a critical statistic. ETFs and publicly traded corporations now collectively hold roughly 12% of the total Bitcoin finite supply. A figured that demonstrates significant institutional conviction. And they're just getting started. Yo. The ETFs didn't go live till freaking January 11th of 2024. So keep that in mind. The path to the 28 trillion total crypto market cap is not reliant on Bitcoin alone. Ark Invest Analysis provides the parallel forecast for the smart contract platform form sector which includes networks like Ether, Salana and Avalanche. The firm anticipates the segment's market cap will grow to around 6 trillion by 2030. This growth is expected to be fueled by the continued development of DEFY and NFTs and blockchain based apps that redefine digital ownership and financial services. So for Bitcoin specifically, declining volatility is a key metric highlighted by Ark Invest. As the asset matures, as its holder base diversifies from the short term trades and long term institutions, the price swings have shown tendency to moderate. This increased instability enhances its appeal as a large scale for investors and corporations seeking a reliable treasury reserve asset. And furthermore, geopolitical tension and currency devaluation concerns in various regions continue to drive demand for assets perceived as immune to traditional folks financial system risk. That's right, they can't print more Bitcoin devaluing our perfect money like they do all the time with the dollar. Also unlike the dollar and precious metals, Bitcoin is not or cannot be confiscated when it is properly self custody. So if you don't trust your lizard folk ran government, you know Epstein's clients running the show. Well by all means hedge against it with the biddy. Just saying to fully grasp the scale of Ark Invest prediction is instructive for the place. In a broader context, 16 trillion market cap would position Bitcoin's value between the current total market cap of gold and the entire US equity market. This comparison underscores transformative potential that ARC sees in the asset. The forecast is not an isolation opinion. It aligns with the growing body of analysis from entities like Fidelity and Micro Strategy, now known as Strategy that view Bitcoin through a long term strategic lens. Now for the implications for investors in the global financial landscape. Ark Invest forecasts carry significant implications for institutional investors, reinforcing the argument for a strategic non trivial allocation of Bitcoin within a diversified portfolio. For corporations it validates the treasury strategy pioneered by companies like Strategy and Tesla. And on a macroeconomic level, the rise of the 16 trillion digital asset would represent a profound shift in the composition of the global wealth, creating a new digitally native asset class operating alongside traditional equities, bonds and commodities. Conclusion ARC Investors projection of a 16 trillion Bitcoin market cap by 2030 again 800% rise from today's prices or I should say market cap. And if we were to 8x price wise that doesn't include there potentially being a multiplier. So just if it only 8x we're talking obviously that put us close to 800,000 per bitcoin, but with multipliers it can substantially increase more. Just because the mark cap 8x is doesn't mean Bitcoin is only subject to 8x, so we have to keep that in mind as well. Like realistically the price can go between one and one and a half billion million pretty easy, especially with a 16 trillion forecast. So let me know your thoughts on Kathy Woods Arc Invest. Do you think that will be accurate by the top of the decade four years out? 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.
- [35:10]
D
Marketing is hard, but I'll tell you a little secret. It doesn't have to be. Let me point something out. You're listening to a podcast right now and it's great. You love the host. You seek it out and download it. You listen to it while driving, working out, cooking, even going to the bathroom. Podcasts are a pretty close companion. And this is a podcast ad. Did I get your attention? You can reach great listeners like yourself with podcast advertising from Libsyn Ads. Choose from hundreds of top podcasts offering host endorsements or run a pre produced ad like this one across thousands of shows. To reach your target audience in their favorite podcasts with Libsyn Ads, go to Libsynads. Com. That's L I B S Y N ads.com today.