My Biggest Bitcoin Regret Ever

On Bitcoin

Changed since their last video: months went from expecting up to leaning up; cycle went from leaning up to expecting up.

Views

• Next months (next 2–6 months): Leans up: you're going to see strength in both equities and Bitcoin, and we're going to end the year higher than where we are right now in both of those markets. ▶ 06:54 The call was open until 26 Feb 2027, against 80.8k when said.
• This cycle (next 6–18 months): Expects up: because I have a generally bullish uh view as to Bitcoin's future over the next 12 months or so. ▶ 07:38 Said again while their call of 7 Oct 2026 was open, so it counts once; that call was open until 7 Oct 2027, against 83.4k when said.

Levels named

• 125k: Target (all-time high, about a 50% return from current price): basically what you had is you had Bitcoin go from 125k down to, let's call it, 60k or so. ▶ 05:12
• 60k: Support (violent puke to about 60k usually marks the bottom of a bear market): basically what you had is you had Bitcoin go from 125k down to, let's call it, 60k or so. ▶ 05:12

Their own position: Holding. We have a lot of Bitcoin. We've been selling Bitcoin at NAV and buying back shares, which is us buying more exposure.

Dates named

• US midterm elections, undated: As we get close to the midterms and we get certainty, all of a sudden people say