The noise of this cycle is going to be stablecoin fervor, real world asset tokenization and a resurgence of "blockchaining all of the things" (especially AI).
The signal will be bitcoin maturing as a preferred collateral asset in private credit markets, the continued maturation of the lightning network and other second layers that facilitate payments, bitcoin mining becoming even more integrated with our energy systems and passive DCAs from companies both private and public that convert a portion of their cash flows to bitcoin.
There will be a ton of pundits and TradFi suits speaking with the utmost confidence about things they really don't understand from first principles and they will bamboozle many.
Keep it simple, stupid.
Fiat money is broken. Bitcoin fixes it. Stablecoins are tied to fiat currencies that are being continuously debased. Blockchains only make sense for distributed peer-to-peer cash.
Replies (13)
Would add:
The AI *arms race* will be the justification for the massive printing
Yeah, it’s pretty straightforward. I always feel like I am missing something, but it boils down to: Bitcoin is the reserve asset. Lightning is the payment rail. Ecash is the credit note.
Yep, we’ve been on this ride before
View quoted note →looks like alt-season is beginning. peter thiel with his investment in tom lee's retarded eth treasury company seems to be ripping and drawing attention from bitcoin today.
the grifters are out in full force, be aware
‘Keep it simple, stupid’
THIS!!! Over, and over, and over again!!
The biggest obstacle I run into with getting otherwise highly intelligent people to embrace Bitcoin is their suspicion of anything so simple (buy, hodl) being so powerful.
Impatience is a close second.
I guess the tops gonna be tokenized ai on block chain treasury company
👏👏👏
I really like Jack Mallers.
But his latest offering related to stablecoins smells of government input under the hood.
Donald j trump is playing 33d chess. Donald j trump called the Epstein list a democrat hoax.
Donald j trump is too busy fighting the deep state and China to deal with Epstein.
The stuff ICP is doing with decentralised compute and AI is pretty interesting.
It’s not as decentralised as bitcoin but maybe it doesn’t need to be, it’s a big step up from the centralised cloud computing (AWS, Azure, GCP) and AI models (Open AI, Anthropic etc).
ChatGPT
You said:
What are your predictions for bitcoin in the near future?
ChatGPT said:
Predicting Bitcoin’s short-term future is always speculative, but here's a grounded outlook based on current trends and factors influencing the market as of mid-2025:
🔍 Near-Term Bitcoin Outlook (Summer to Fall 2025)
📈 Bullish Factors
Post-Halving Cycle Momentum (April 2024 halving):
Historically, BTC rallies 12–18 months post-halving. If history rhymes, we may see strong bullish momentum into late 2025 to early 2026.
Price targets from optimistic analysts range from $100K to $150K during this cycle peak.
Institutional Adoption:
Spot Bitcoin ETFs (e.g., BlackRock, Fidelity) have brought institutional credibility and inflows.
Sovereign interest is increasing: countries with weak currencies may turn to BTC for reserves or parallel systems.
Macroeconomic Uncertainty:
If global inflation resurges or trust in fiat weakens, Bitcoin may benefit as a “digital gold” hedge.
From Chat gpt
Pretty surprised by it, a decent response
The noise gets louder every cycle… but the signal hums like it always does.
Sometimes I think Lightning is the whisper. ⚡🌌
Thanks for speaking it clearly.
