Stocks / Crypto
BTC-USDCrypto
Bitcoin (spot, USD)
$76,676.231d -2.0%5d -5.6%settled close · 2026-11-02
The tape, with the calls on it
Who said what, and what BTC-USD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talking about BTC-USD
409 long15 neutral90 shortlatest 2026-10-23
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Matt Tuttle | Bullish | Fox Business (uncut) | Bitcoin is an alternative currency governments cannot print and belongs in a portfolio alongside gold as a… |
| 2026-10-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Bitcoin's near-zero correlation (0.1) with gold and all other assets since 2019 makes it a unique portfolio… |
| 2026-10-22 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Julia La Roche Show (feed) | AI agents are the natural native users of crypto for instant settlement, financial guardrails are finally… |
| 2026-10-22 | Howard MarksCo-chairman, Oaktree Capital | Neutral | William Green | Richer, Wiser, Happier | Bitcoin produces no cash flows and therefore has no intrinsic value, making rational price discovery… |
| 2026-10-21 | Burton MalkielCIO, Wealthfront | Bearish | Bloomberg TV (uncut) | Bitcoin is unsuitable for investors because its extreme price volatility prevents it from functioning like a… |
| 2026-10-21 | Jan Van EckCEO, VanEck | Bullish | Thoughtful Money (Adam Taggart) | The halving was a normal cyclical event and Q2 was the correct tactical entry point as called; long-term… |
| 2026-10-21 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | EVERYDAY FINANCE | Bitcoin is trading at a discount to every measure of US liquidity (Fed balance sheet, banking loans, TGA) and… |
| 2026-10-21 | Unknown | Bullish | CNBC Fast Money Final Trade | Bitcoin generated a daily buy signal by reclaiming its nine-period line and could advance roughly 10.5%… |
| 2026-10-21 | Ben FelixCIO, PWL Capital | Bearish | Mr. RIP and Ben Felix | After studying crypto and DeFi extensively, Ben concluded they did not represent the promised financial… |
| 2026-10-20 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | EVERYDAY FINANCE | Structural demographic decline across Japan, South Korea, and China forces governments into perpetual… |
Show all 514 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-19 | Lyn AldenIndependent macro strategist | Bullish | Wealthion | Bitcoin is a scarce non-debasable asset that benefits from fiat monetization in a fiscal dominance regime… |
| 2026-10-19 | Blue MacellariHead of Digital Assets, T. Rowe Price | Bullish | Bloomberg ETF IQ | Bitcoin trades as a macro asset and should be overweighted when fiscal concerns or risk-off conditions… |
| 2026-10-19 | Natalie BrunellHost, Coin Stories podcast; author, Bitcoin is for Everyone | Bullish | Paul Tudor Jones (newest) | An accelerating US fiscal deficit that no politician will voluntarily close, combined with a market flooded… |
| 2026-10-16 | Larry McdonaldFounder, The Bear Traps Report | Bearish | Wealthion | Bought on summer 2026 lows but recently trimmed as quantum computing risk has gained mainstream institutional… |
| 2026-10-16 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | The Modern Market Show | Bitcoin is the most liquidity-sensitive asset on the planet and has systematically tracked global liquidity… |
| 2026-10-14 | Burton MalkielCIO, Wealthfront | Bearish | Bloomberg TV (uncut) | Bitcoin is too volatile and lacks stability to be a useful currency or worthwhile investment, swinging $1,000… |
| 2026-10-14 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin's near-zero (recently negative) correlation with gold signals it has decoupled from the 'digital… |
| 2026-10-13 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Fundstrat | Bitcoin is on track to exceed $100,000 by year-end as the bull cycle matures, which would act as a catalyst… |
| 2026-10-13 | David PuellResearch associate, digital assets, ARK Invest | Bullish | ARK Invest | Long-term holder supply at all-time highs and percent supply in losses exceeding profit signal seller… |
| 2026-10-13 | Natalie BrunellHost, Coin Stories podcast; author, Bitcoin is for Everyone | Bullish | Lyn Alden (newest) | Self-custodied Bitcoin lets holders verify coins on-chain and withdraw in minutes, bypassing the… |
| 2026-10-13 | David V LezFounder & Global CEO, Nubank | Bullish | Invest Like the Best | As the global currency system consolidates from ~190 fiat currencies down to ~10 over the next decade—driven… |
| 2026-10-13 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Fundstrat | Bitcoin is in a full bull market driven by institutional product buildout, and will exceed six figures by… |
| 2026-10-13 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | BTC Sessions | The ongoing monetary tightening cycle—evidenced by two-year Treasury yields rising sharply relative to… |
| 2026-10-12 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Money Rehab with Nicole Lapin | Accelerating US debt (heading toward $50T) will force monetization and debasement; Bitcoin's downside was… |
| 2026-10-11 | Danielle ParkPresident & Portfolio Manager, Venable Park Investment Counsel | Bearish | Thoughtful Money (Adam Taggart) | Enabled by zero-rate policy and regulatory permissiveness; weakening again in the current risk-off move and… |
| 2026-10-09 | Jurrien TimmerDirector of Global Macro, Fidelity Investments | Bullish | The Compound | Bitcoin confirmed a double bottom by breaking above $80K; power-law harmonic pattern intact, Bitcoin winters… |
| 2026-10-08 | Ray DalioFounder, Bridgewater Associates | Neutral | The Julia La Roche Show | Holds a small position (~1%) purely as a diversifier to gold but does not recommend Bitcoin broadly due to… |
| 2026-10-08 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealth Building Blueprint – Vladyslav Grabarskyy | Bitcoin is the most liquidity-sensitive asset available and was sold off too aggressively earlier in the… |
| 2026-10-05 | Lyn AldenIndependent macro strategist | Bullish | Bitcoin Magazine | Structural US fiscal deficits are irreversible due to demographics and accumulated entitlement obligations… |
| 2026-10-04 | Cathie WoodCEO & CIO, ARK Invest | Bullish | EVERYDAY FINANCE | Bitcoin represents three simultaneous revolutions—internet-native currency technology, a rules-based private… |
| 2026-10-02 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | Michael Burry | Bitcoin's stated inflation-hedge thesis is self-refuting — it rallies with risk assets and falls on inflation… |
| 2026-10-02 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | LifeWorthLiving | Crypto is too volatile to function as a currency or store of value, its primary utility is speculation, and a… |
| 2026-10-02 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Anthony Scaramucci and 2 more | The $60K print was the cycle low as forced sellers are exhausted; no credible exit from the $40T deficit… |
| 2026-10-02 | Aidan GarribHead of Global Macro Strategy & Research, PGM Global | Bullish | Forward Guidance | Policymakers will be forced to debase and monetize debt to paper over supply-side inflation and repair Main… |
| 2026-09-25 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Crypto Insider and 2 more | Bitcoin is the core debasement hedge in his Everything Code framework — structurally rising debt monetization… |
| 2026-09-25 | James SafertETF analyst, Bloomberg Intelligence | Bullish | Bloomberg Open Interest | Bitcoin ETFs have attracted $2.5 billion in consistent daily inflows over the past six days, with all signals… |
| 2026-09-25 | Luke GromenMacro strategist — founder, FFTT | Bullish | Wise Metals Investor | As the energy/sovereign-debt crisis extends and markets progressively realize sovereign and private credit… |
| 2026-09-22 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | New Era Finance Podcast | For every 10% increase in global liquidity, Bitcoin's price has historically doubled, and structural… |
| 2026-09-20 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | EVERYDAY FINANCE | Bitcoin is digital gold that is scarcer and more efficient than physical gold, is earlier in its adoption… |
| 2026-09-18 | Russell NapierMarket strategist & financial historian | Bearish | The Peter McCormack Show | Bitcoin lacks the three functions of a currency and its narrative as an escape from financial repression is… |
| 2026-09-17 | Harley BassmanManaging Partner, Simplify Asset Management | Bearish | Macro Voices | Bitcoin is fundamentally useless as a transactional medium (750K trades per day vs Visa's equivalent per… |
| 2026-09-17 | Harley BassmanManaging Partner, Simplify Asset Management | Bearish | Macro Voices | Bitcoin will eventually go to zero because it constitutes an active war against sovereign states and is… |
| 2026-09-16 | Henrik ZebergHead Macroeconomist, Swissblock | Bullish | Wealthion | The same crypto euphoria wave supports a bounce toward ~$115,000 driven by equity-to-crypto rotation, though… |
| 2026-09-13 | Darius DaleFounder & CEO, 42 Macro | Bullish | Luke Gromen | Same fiscal-dominance macro backdrop and AI productivity shock that drives equities and gold higher will also… |
| 2026-09-11 | Cathie WoodCEO & CIO, ARK Invest | Bullish | EVERYDAY FINANCE | Bitcoin is simultaneously a technology revolution, a new global monetary system, and the first of its kind in… |
| 2026-09-10 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | Bitcoin is uncorrelated to all other assets, a downstream play on AI infrastructure demand, and the primary… |
| 2026-09-09 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | The 4-year crypto cycle ending in September, potential Clarity Act passage providing regulatory certainty… |
| 2026-09-08 | Lyn AldenIndependent macro strategist | Bullish | What Bitcoin Did | Fiscal dominance and persistent debasement of fiat expand the total addressable market for non-debasable… |
| 2026-09-04 | Lyn AldenIndependent macro strategist | Bullish | BTC Sessions | Bitcoin is putting in a bottom with fast money rotated out into AI and on-chain metrics at the bottom decile… |
| 2026-09-04 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin represents a technology revolution, a new global monetary system, and the first of a new asset class… |
| 2026-09-02 | Matt Hougan (Bitwise)CIO, Bitwise Asset Management | Bullish | Forward Guidance | When fiscal dominance is the dominant macro driver, Bitcoin's correlation to gold spikes as its… |
| 2026-08-27 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Fiscal debasement via bond buybacks and TGA deployment creates a monetary environment where hard-capped… |
| 2026-08-27 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Rob Wallace | Bitcoin News | The 65-month global liquidity cycle and the Fed sub-cycle both project a trough around early-to-mid 2027, so… |
| 2026-08-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin is a superior substitute for physical gold as a store of value and has multiple times upside from… |
| 2026-08-27 | Andreas Steno LarsenFounder & CEO, Steno Research | Bullish | Raoul Pal | Bitcoin is a short-dollar expression with further upside as Bessant's Treasury buyback and SLR reform… |
| 2026-08-27 | Daniel LacalleChief Economist & CIO, Tressis | Bullish | Macro Voices | Decentralized currencies are an unstoppable technological force that will coexist with fiat and impose fiscal… |
| 2026-08-25 | Jason TrennertChairman & CEO, Strategas Research Partners | Bullish | Stanley Druckenmiller | Dollar debasement and absence of fiscal discipline are lifting alternative hard-asset stores of value… |
| 2026-08-24 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin has likely made its local cycle low based on prior cycle timing patterns; buying now at roughly 90%… |
| 2026-08-24 | Eric BalchunasSenior ETF analyst, Bloomberg Intelligence | Bullish | Bloomberg ETF IQ | Treasury buybacks of long-dated bonds are a currency debasement catalyst that directly drives Bitcoin… |
| 2026-08-23 | Lyn AldenIndependent macro strategist | Bullish | EVERYDAY FINANCE | Speculative leverage and fast money have washed out, creating a bottoming zone where downside is limited… |
| 2026-08-21 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Risk Takers | Bitcoin is far more sensitive to global liquidity than gold, and global liquidity faces sustained downward… |
| 2026-08-21 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Rob Wallace | Bitcoin News | Real economy AI capex boom is crowding liquidity out of financial markets, keeping the global liquidity cycle… |
| 2026-08-20 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Tom Bilyeu | Bitcoin is a scarce digital asset in a secular uptrend driven by liquidity cycles and adoption; corrections… |
| 2026-08-20 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Bitcoin is a commodity and every Treasury/Fed debasement intervention historically triggers a move in it; as… |
| 2026-08-20 | Darius DaleFounder & CEO, 42 Macro | Bullish | Macro Voices | Fourth turning fiscal dominance and dollar debasement combined with the US government's inevitable shift to… |
| 2026-08-17 | Tony EdwardHost, Thinking Crypto | Bullish | Paul Tudor Jones | Bullish divergence on the weekly BTC chart combined with bearish divergence on USDT stablecoin dominance… |
| 2026-08-17 | Todd SohnChief ETF Strategist, Baird Strategas | Bullish | Bloomberg ETF IQ | Crypto flows peaked roughly a year ago, volumes are deeply depressed, and attention has fully rotated to AI… |
| 2026-08-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | EVERYDAY FINANCE | The convergence of AI, global liquidity, and massive computing infrastructure spending is creating an… |
| 2026-08-14 | Luke GromenMacro strategist — founder, FFTT | Bullish | The Meb Faber Show | Same structural debasement trade as gold — negative real rates, fiscal dominance, and dollar weakening under… |
| 2026-08-13 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Macro Voices | Crypto is driven by global and Fed liquidity rather than PBOC liquidity, so as global liquidity fades and the… |
| 2026-08-12 | Darius DaleFounder & CEO, 42 Macro | Bullish | Forward Guidance | Risk-on reflation regime with positive macro weather model signal supports bitcoin as a hard asset alongside… |
| 2026-08-11 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | The Julia La Roche Show | Crypto is highly liquidity-sensitive and the global liquidity cycle has peaked; Chinese retail — a major… |
| 2026-08-10 | Robert Mitchnick | Bullish | Bloomberg ETF IQ | Bitcoin's decoupling from equities makes it a genuine portfolio diversifier and hedge against left-tail… |
| 2026-08-07 | Tyler NevilleTrader, Muddy Waters Capital | Neutral | Forward Guidance | Bitcoin is in a cleansing supply phase as miners pivot to AI and sell holdings to finance it, reducing hash… |
| 2026-08-05 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | ETF outflows peaked and reversed after a near-complete capitulation, and current apathy/lack of dunking… |
| 2026-08-04 | Andrew WalkerPortfolio Manager, Rangeley Capital | Bullish | Yet Another Value Podcast | Beaten-up AI power infrastructure names sold off in the Situational Awareness blowup are trading close to the… |
| 2026-07-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Prof G Markets | Near-cloud and Bitcoin miner-turned-data-center companies earn low-to-mid single-digit pre-tax returns on… |
| 2026-07-30 | Ray DalioFounder, Bridgewater Associates | Bearish | The Diary Of A CEO | Holds only a 1% position because governments have the power to monitor, tax, or ban it, quantum computing… |
| 2026-07-27 | Lyn AldenIndependent macro strategist | Bullish | THE Bitcoin Podcast with Walker | Each successive crypto narrative (ICOs → DeFi → NFTs → memecoins → treasury companies) has exhausted itself… |
| 2026-07-11 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Blockchain remains the superior trustless settlement layer and Wall Street is actively building on it… |
| 2026-07-08 | Brent DonnellyPresident, Spectra Markets | Bearish | Forward Guidance | Bitcoin has exhausted its narrative cycle—store of value, peer-to-peer cash, digital gold, risk asset… |
| 2026-07-07 | Lyn AldenIndependent macro strategist | Bullish | Natalie Brunell | Bitcoin is near the bottom of its historical valuation range, fast money has rotated to AI chip stocks… |
| 2026-07-07 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | State of the Markets Podcast | US liquidity — the primary driver of Bitcoin — is meaningfully decelerating as the Fed sits back and retail… |
| 2026-07-03 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Strategy's aggressive buying had been suppressing Bitcoin like a beach ball underwater, and simply removing… |
| 2026-07-02 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin appears to have completed a bottoming process on a BTC/gold ratio basis and is positioned to resume… |
| 2026-07-01 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Strategy (MSTR) being forced to unwind its leveraged Bitcoin position removes a dangerous, concentrated… |
| 2026-07-01 | Ed YardeniPresident, Yardeni Research | Bearish | Soar Financially | Stablecoins have stripped Bitcoin's medium-of-exchange use case by applying blockchain technology to a… |
| 2026-06-28 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Findicate | Bitcoin's fixed and finite supply makes it the best inflation hedge available, superior to gold, as… |
| 2026-06-27 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Major financial firms created Bitcoin ETFs as a temporary distribution vehicle and are now actively selling… |
| 2026-06-26 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | CNBC Television | Crypto has no stable store-of-value properties, no utility in real-world transactions, pays no dividend… |
| 2026-06-26 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | David Lin | Bitcoin tracks Fed liquidity conditions almost one-for-one, and with global/Fed liquidity growth slowing… |
| 2026-06-25 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Banks and AI companies are building on crypto rails for tokenization and decentralized AI agent… |
| 2026-06-25 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bearish | The Diary Of A CEO | Crypto has no viable use case beyond criminal money movement, is not a stable store of value due to extreme… |
| 2026-06-23 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | CNBC Television | Bitcoin's speculative 'off ramp' role is being crowded out by a wave of major IPOs and stablecoins, leaving… |
| 2026-06-23 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | CNBC Television | Bitcoin's speculative off-ramp role is being competed away by major tech IPOs and stablecoin yield… |
| 2026-06-21 | Lyn AldenIndependent macro strategist | Neutral | David Lin | The broader crypto ecosystem is structurally stagnating because most projects rest on fake decentralization… |
| 2026-06-19 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | The AI capex boom has created real, measurable productivity returns that compete directly with Bitcoin's… |
| 2026-06-18 | Henrik ZebergHead Macroeconomist, Swissblock | Bullish | Wealthion | Late-cycle risk-rotation psychology drives capital from equities into extreme risk assets last; only ~$1T… |
| 2026-06-14 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin closing up three consecutive months has never occurred in a bear market, signaling crypto winter is… |
| 2026-06-12 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Bitcoin is in the back half of a four-year halving cycle with fear/greed index at 5 (maximum bearish), miners… |
| 2026-06-11 | Philippe LaffontFounder & CIO, Coatue Management | Bearish | iConnections | Bitcoin's primary investment rationale was as an escape valve for speculators blocked from quality IPOs by… |
| 2026-06-11 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bullish | Stocktwits and Kai Media | Administration officials with advance knowledge of sovereign wealth fund asset selection create a short-term… |
| 2026-06-10 | Michael BatnickManaging Partner, Ritholtz Wealth | Bearish | The Compound | Crypto has always been a risk-on asset, yet it is failing to participate in the current AI-driven risk-on… |
| 2026-06-06 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Bitcoin's primary marginal buyer (MicroStrategy/Saylor) is effectively insolvent, institutional sellers like… |
| 2026-06-03 | Michael HowellLiquidity strategist — CrossBorder Capital | Bearish | Wealthion | Crypto prices lag global liquidity conditions by approximately 13 weeks, and the current rollover in… |
| 2026-06-03 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Strategy being forced to sell Bitcoin is long-term positive for crypto because Saylor's role as the face of… |
| 2026-06-01 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin's thesis is intact because network usage still explains 87% of price appreciation and Bitcoin serves… |
| 2026-05-29 | Quinn ThompsonFounder & CIO, Lekker Capital | Bearish | Forward Guidance | Corporate DAT buyers (Strategy-style vehicles) have purchased ~$15B of BTC/ETH this year yet both assets are… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Bearish | Cooper Academy | Bitcoin is a speculative mania with no underlying value — a modern tulip bulb that has also enabled criminal… |
| 2026-05-25 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Fox Business | Institutional adoption of Bitcoin as a new low-correlation asset class, combined with fixed mathematical… |
| 2026-05-23 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Wall Street ETFs have introduced passive investment mechanics into crypto that drag prices down in selloffs… |
| 2026-05-20 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Meb Faber | Bitcoin is the base-layer winner in blockchain because it excels at storing value, and institutional adoption… |
| 2026-05-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Meb Faber | Bitcoin is the base-layer winner in blockchain as the most important store-of-value chain, while… |
| 2026-05-07 | Barry SternlichtChairman/CEO, Starwood Capital | Neutral | Bloomberg Television | Partnership with Marathon Holdings provides a pathway to repurpose Bitcoin mining infrastructure into data… |
| 2026-05-07 | Changpeng ZhaoCo-founder & former CEO, Binance | Bullish | Cathie Wood | Institutional inflows via ETFs are stabilizing price as long-term holders don't exit quickly, Trump's… |
| 2026-05-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Institutional investors deliberately waited for a correction to enter and are now moving in, and as long-term… |
| 2026-04-30 | Ben FelixCIO, PWL Capital | Neutral | The Diary Of A CEO and Ben Felix | Bitcoin solved a genuine technical problem but has evolved into a speculative and ideological asset without… |
| 2026-04-28 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Invest Like The Best | Bitcoin is the best inflation hedge because its supply is finite and it is decentralized, making it superior… |
| 2026-04-23 | Lyn AldenIndependent macro strategist | Bullish | Cem Karsan | Bitcoin has won the protocol war with a self-reinforcing network effect of security and liquidity analogous… |
| 2026-04-23 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bullish | Kai Media | Millennial generation's political rise, their lived experience of tech-driven inequality, and current… |
| 2026-04-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Julia La Roche Show | Bitcoin benefits from long-term monetary inflation driven by debt monetization, and global liquidity leads… |
| 2026-04-15 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | interview | Bitcoin decoupled from software stocks after tracking them closely through the AI selloff, finding support… |
| 2026-04-10 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | interview | Bitcoin is diverging from software names because the market is anticipating a large Trump policy response to… |
| 2026-04-08 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | The Bitcoin Layer | Governments globally can only monetize their debt obligations, making monetary inflation the primary… |
| 2026-04-06 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin has outperformed inflation 97% of the time since 2009 and AI agent commerce will increasingly rely on… |
| 2026-04-01 | Lyn AldenIndependent macro strategist | Bullish | What Bitcoin Did | Fiat debasement is already underway and Bitcoin now provides fast settlement that previously didn't exist… |
| 2026-03-31 | Lyn AldenIndependent macro strategist | Bullish | The Peter McCormack Show | Bitcoin has zero long-term supply growth versus fiat currencies growing at ~7%/year and gold at ~2%/year… |
| 2026-03-24 | Lyn AldenIndependent macro strategist | Bullish | Lacy Hunt | The current correction is shallower than prior cycles (~50% from high vs. deeper prior drawdowns)… |
| 2026-03-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Bloomberg Podcasts | Bitcoin is simultaneously an internet-native currency reducing transaction friction for agentic AI, a… |
| 2026-03-21 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Bloomberg Podcasts | Bitcoin is a functionally superior capital governance system to gold, with fixed supply and energy-backed… |
| 2026-03-20 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Bloomberg Podcasts | Bitcoin is functionally superior to gold as a capital denominator because it requires energy input to produce… |
| 2026-03-19 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | TheRoyaltyKing | Bitcoin and crypto have functioned as monetary inflation hedges over the past 15 years and will continue to… |
| 2026-03-04 | Luke GromenMacro strategist — founder, FFTT | Bearish | The Peter McCormack Show | Bitcoin will sell off in the initial deflationary whoosh alongside risk assets before governments respond… |
| 2026-03-02 | Howard MarksCo-chairman, Oaktree Capital | Neutral | Pepperdine University | Bitcoin has no intrinsic value and no cash-flow mechanism to anchor a fair price, deriving worth solely from… |
| 2026-02-21 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Forbes | Distressed Bitcoin mining infrastructure acquired cheaply during the FTX crisis turned out to be scarce… |
| 2026-02-21 | Patrick BoyleFinance professor; ex-hedge fund manager | Bearish | interview | Bitcoin has been financialized via ETFs and Wall Street products, making it correlated to risk assets and… |
| 2026-02-18 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Anthony Pompliano | Whale selling has exhausted after Bitcoin crossed $100K and the low is likely in at $60K, with ETF flows… |
| 2026-02-16 | Lyn AldenIndependent macro strategist | Bullish | Bankless | Bitcoin's dominant network effects, liquidity, and maximal decentralization make it the winning… |
| 2026-02-14 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Michael Green | Bitcoin's enforced scarcity is a structural flaw, not a feature—in a growing world, a finite supply creates… |
| 2026-02-09 | Mohamed El-ErianChief economic adviser, Allianz | Neutral | CNBC Television | Bitcoin will remain highly volatile because the base of resident (long-term) institutional investors is not… |
| 2026-02-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin has dropped ~50% from peak amid extreme bearish sentiment, quantum computing fears are overstated… |
| 2026-02-03 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Bloomberg Podcasts | Leverage has been washed out, selling was community relief after crossing $100K, and 70-100K is now the… |
| 2026-01-31 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | The recent 40% drawdown was driven by a one-time pricing-exploit deleveraging event that liquidated 2 million… |
| 2026-01-30 | Lyn AldenIndependent macro strategist | Bullish | EVERYDAY FINANCE | Global liquidity improvement and multi-year sovereign buying are the primary drivers that should push Bitcoin… |
| 2026-01-29 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | interview | Bitcoin is down over the past year while gold is up 90%, signaling investors are rotating from hype-driven… |
| 2026-01-23 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Growing bank and institutional adoption of blockchain, Tether's proof-of-concept as a natively blockchain… |
| 2026-01-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin's fixed 21M supply cap, role as digital gold, and intergenerational wealth transfer make it a… |
| 2026-01-20 | Luke GromenMacro strategist — founder, FFTT | Bearish | Natalie Brunell | Bitcoin continues to trade as high-beta tech rather than a neutral reserve asset, monthly MACD and RSI have… |
| 2026-01-20 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin will make a new all-time high in 2026 driven by increasing crypto utility, banking adoption of… |
| 2026-01-16 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | Implied long via ARK's focus on blockchain technology as one of five major deflationary innovation platforms… |
| 2026-01-14 | Luke GromenMacro strategist — founder, FFTT | Bearish | Joe Burnett | Long-term monthly momentum indicators (TSI, MACD) turned down for only the 4th time in 12 years; Bitcoin has… |
| 2026-01-12 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bearish | CNBC Halftime Committee | Bitcoin's narrative as an inflation hedge and store of value has been empirically disproven, causing holders… |
| 2026-01-08 | Marc FaberEditor, Gloom Boom & Doom Report | Neutral | Meb Faber | Bitcoin has trading value as a symbol of anti-paper-money sentiment but is not a reliable store of value… |
| 2026-01-05 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Institutional adoption, Wall Street blockchain product buildout, US government support, leverage reset in… |
| 2026-01-05 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Institutional adoption, US government support, blockchain product buildout by Wall Street, leverage reset in… |
| 2026-01-05 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Regulatory clarity, institutional adoption (SEC, JPMorgan building on blockchain), and improved technicals… |
| 2025-12-28 | Ben FelixCIO, PWL Capital | Neutral | interview | Bitcoin lacks the productive-asset characteristics needed to anchor a long-term expected return, and its -13%… |
| 2025-12-27 | Lyn AldenIndependent macro strategist | Bullish | VRIC Media | Bitcoin offers equity-like volatility with historically superior returns versus most equities, serves as a… |
| 2025-12-26 | Katie StocktonTechnical strategist — Fairlead | Bullish | CNBC Fast Money Final Trade | Sentiment has gotten very negative around Bitcoin (contrarian indicator), offering a risk-defined entry with… |
| 2025-12-17 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Coin Bureau | Galaxy holds Bitcoin, Ethereum, Solana, and Hyperliquid as core balance sheet positions because they have the… |
| 2025-12-17 | Mark MossYouTube host — macro & Bitcoin | Bullish | Michael Burry | Bitcoin is monetary collateral and a neutral global settlement layer, not a speculative ornament — as long as… |
| 2025-12-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Crypto's best years are ahead because only 4 million Bitcoin wallets hold $10k+ versus 900 million global… |
| 2025-12-15 | Michael BurryFounder, Scion Asset Management | Bearish | Jim Willie | Bitcoin has no intrinsic value, has enabled large-scale criminal activity, and its acceptance at $100K… |
| 2025-12-13 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Bitcoin is the first-mover leading a new global monetary asset class and the destination where all… |
| 2025-12-12 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | The October 10th liquidation cascade was a mechanical glitch rather than a fundamental event, and the 8-week… |
| 2025-12-11 | Luke GromenMacro strategist — founder, FFTT | Bearish | interview | Bitcoin continues trading as a high-beta tech stock rather than a neutral reserve asset; real capital costs… |
| 2025-12-10 | Lyn AldenIndependent macro strategist | Bullish | interview | Bitcoin is currently cheap relative to its debasement-hedge properties and scarcity, and Alden expects strong… |
| 2025-12-08 | Lyn AldenIndependent macro strategist | Bullish | Paul Barron Network | Outside of Bitcoin, stablecoins, and tokenized real-world assets, most altcoins lack durable traction and… |
| 2025-12-05 | Lyn AldenIndependent macro strategist | Bullish | interview | The 4-year halving cycle sell pressure is overstated and increasingly irrelevant; the current correction has… |
| 2025-12-04 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin's four-year cycle is driven by ISM and copper/gold ratio, both of which are no longer cycling down… |
| 2025-12-03 | Michael BurryFounder, Scion Asset Management | Bearish | Oksana | Bitcoin at $100,000 has no intrinsic value, is widely accepted as normal only due to mass delusion akin to… |
| 2025-12-02 | Lyn AldenIndependent macro strategist | Bearish | CNBC-TV18 | Tight US domestic liquidity, BOJ hawkishness, and yen carry-trade unwind are hitting liquidity-sensitive… |
| 2025-12-01 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Post-deleveraging washout is nearly complete (seven weeks in), a dovish Fed removes discount-rate headwinds… |
| 2025-11-26 | Luke GromenMacro strategist — founder, FFTT | Bullish | Market Disruptors Podcast | Fiscal dominance converts debasement from a tradeable bounce into a secular trend; Gromen remains… |
| 2025-11-21 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | interview | Bitcoin is a hype asset with zero return over the past twelve months while gold rose 50%, and the… |
| 2025-11-19 | Preston PyshPodcast host — The Investor's Podcast | Bullish | Luke Gromen | Everything in the macro setup points to eventual large liquidity insertion which will propel Bitcoin higher… |
| 2025-11-19 | Lyn AldenIndependent macro strategist | Bullish | interview | Companies with hard-to-replicate structural access to stranded or cheap energy have a durable competitive… |
| 2025-11-18 | Lyn AldenIndependent macro strategist | Bullish | interview | Bitcoin's stagnation is driven by liquidity tightness and disillusionment (not fundamental breakdown), and as… |
| 2025-11-18 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CoinDesk | US $38 trillion national debt has no silver bullet fix without inflation/monetization, making Bitcoin's… |
| 2025-11-17 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin is approaching a bottom after a large liquidation event, and a new all-time high into year-end would… |
| 2025-11-17 | Matt Hougan (Bitwise)CIO, Bitwise Asset Management | Bullish | Tom Lee | Bitcoin is nearing a bottom after leading the broader market selloff as the canary in the coal mine and is… |
| 2025-11-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC Television | Bitcoin is digital gold and a new global monetary system in a new asset class, with institutional adoption… |
| 2025-11-03 | Luke GromenMacro strategist — founder, FFTT | Bullish | Bankless | Debasement spillover from gold historically flows into Bitcoin; US stable coin strategy implicitly requires… |
| 2025-10-29 | Lyn AldenIndependent macro strategist | Bullish | interview | The current Bitcoin cycle is not done and higher prices are expected in 2026, driven by rotation out of an… |
| 2025-10-29 | Scott MelkerHost, The Wolf of All Streets | Bullish | Wealthion | Structural supercycle driven by an expanding base of institutional buyers (banks, ETFs, 401ks, digital asset… |
| 2025-10-28 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | CNBC Television | Unprecedented fiscal-monetary combination driving inflation expectations makes crypto (digital gold) highly… |
| 2025-10-23 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Long-term adoption is accelerating (Wall Street ETFs, corporate balance sheets, government reserves) without… |
| 2025-10-22 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | Ongoing fiat currency debasement driven by excessive government spending underpins Bitcoin's structural bull… |
| 2025-10-22 | Lyn AldenIndependent macro strategist | Bullish | Lacy Hunt | In a world of inflationary fiat currencies, Bitcoin offers a decentralized, censorship-resistant store of… |
| 2025-10-22 | Jim ChanosShort seller — Chanos & Co (family office) | Neutral | Bloomberg Podcasts | Chanos owns Bitcoin as a hedge against the MicroStrategy short position, using it as the long leg of an… |
| 2025-10-22 | Matt Hougan (Bitwise)CIO, Bitwise Asset Management | Bullish | Forward Guidance | Bitcoin ETF flows will exceed 2024 as new institutional distribution channels open (Morgan Stanley just… |
| 2025-10-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Blockchain adoption by Wall Street via the Genius Act and SEC Project Crypto institutionalizes Bitcoin as… |
| 2025-10-17 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | Gold price is a leading indicator for Bitcoin (negatively correlated short-term but Bitcoin catches up… |
| 2025-10-17 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | The BTC four-year halving cycle is over since spot ETF launch in Jan 2024; 10 months of consolidation at… |
| 2025-10-17 | Gerald CelenteFounder & Publisher, Trends Research Institute / Trends Journal | Bullish | Wealthion | Trump administration insiders (Trump family, Lutnick, Kushner) are personally invested in crypto and will use… |
| 2025-10-15 | Luke GromenMacro strategist — founder, FFTT | Bullish | What Bitcoin Did | Fiat monetary system end-game via financial repression + probable UBI money-printing to offset AI-driven mass… |
| 2025-10-15 | Jeff ParkPartner, ParaFi Capital | Bullish | Forward Guidance | Post-altcoin-meltdown wealth destruction forces consolidation into higher-quality assets, and Bitcoin is… |
| 2025-10-15 | Peter TchirHead of Macro Strategy, Academy Securities | Bullish | Wealthion | The Trump administration is fully committed to making the US the crypto capital of the world and you do not… |
| 2025-10-14 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Bloomberg Podcasts | Bitcoin serves as a debasement hedge alongside gold, with $40B in ETF inflows since Liberation Day confirming… |
| 2025-10-14 | Larry FinkChairman/CEO, BlackRock | Bullish | CNBC Television | Bitcoin as an asset class has gone from zero to over $100 billion in AUM in two years, validating crypto as a… |
| 2025-10-14 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All-In Podcast | Modern portfolio theory optimization (maximizing Sharpe ratio) points to a ~19% allocation, supporting a… |
| 2025-10-10 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Macro backdrop of Fed easing, high fiscal deficits, and AI capex-driven nominal growth supports a +30% move… |
| 2025-10-10 | Chris CaseyManaging Director, WindRock Wealth Management | Bullish | Wealthion | Bitcoin as a monetary substitute benefits from US fiscal deterioration and dollar debasement, with its recent… |
| 2025-10-06 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | TorontoWealthGroup | Loose fiscal and monetary conditions are inflationary and retail-flow-driven; crypto is among the biggest… |
| 2025-10-03 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Bitcoin was artificially suppressed by an SEC insider-trading investigation into crypto treasury companies… |
| 2025-10-02 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin has compounded from $1,000 to $72,000 yet remains widely dismissed, and a minimum 2% portfolio… |
| 2025-09-30 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Empire | Regulatory clarity from the GENIUS Act and incoming market structure bill will force large institutions into… |
| 2025-09-30 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Crypto serves as the high-risk, high-reward leg of a barbell portfolio that offsets hard-asset hedges; dollar… |
| 2025-09-26 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Long-term Bitcoin thesis intact via macro liquidity cycle, but digital-asset-treasury (DAT) companies created… |
| 2025-09-25 | Lyn AldenIndependent macro strategist | Bullish | Natalie Brunell | Bitcoin is the fastest-growing store-of-value asset and should outperform equities, gold, and real estate… |
| 2025-09-24 | Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com | Bullish | Wealthion | Fiat currencies are debasing toward zero, making Bitcoin an inevitable store of wealth and exit from the… |
| 2025-09-24 | Arthur HayesCIO, Maelstrom | Bullish | Forward Guidance | Inevitable yield curve control and money printing by governments facing debt doom loops will debase fiat… |
| 2025-09-18 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Bearish | DoubleLine Capital | Bitcoin has lost its momentum, underperformed gold year-to-date despite a broadly bullish risk environment… |
| 2025-09-15 | Ran NeunerCo-Founder & CEO, Crypto Banter | Bullish | Wealthion | Fear/Greed index still neutral, CBBI at 76 vs 95-100 at prior tops, no retail participation yet, and rate-cut… |
| 2025-09-15 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Raoul Pal The Journey Man | Cryptocurrencies rise alongside precious metals as the hedge against long-term monetary debasement of the… |
| 2025-09-11 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | Bitcoin is in a temporary consolidation as competing ecosystems absorb capital, but Fed rate-cut cycle… |
| 2025-09-11 | Bob DiamondCEO, Atlas Merchant Capital; chairman, Hyperliquid Strategies | Bullish | Forward Guidance | Bitcoin is a core holding every serious investor should own, accessible either directly via Coinbase or… |
| 2025-09-09 | Lyn AldenIndependent macro strategist | Bullish | interview | Bitcoin is a scarce settlement protocol with dominant network effects that solves the store-of-value problem… |
| 2025-09-09 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | Bitcoin remains in the upswing of its four-year cycle, has formed a bull flag around $108-110K, and monetary… |
| 2025-09-09 | Rick RiederCIO of Global Fixed Income, BlackRock | Bullish | CNBC Television | Bitcoin provides ballast against potential currency depreciation and should appreciate, though its… |
| 2025-09-08 | Charles CalomirisProfessor emeritus, Columbia Business School | Bearish | Hidden Forces | Bitcoin is merely one specific blockchain implementation and lacks the utility properties to matter in the… |
| 2025-09-05 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | The only two options in this environment are risk-off gold or risk-on crypto and liquidity assets, and the… |
| 2025-09-04 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Only 5% of institutions own Bitcoin while 95% of supply is already mined and governments are seeking it as a… |
| 2025-09-03 | Ben KizemchukPortfolio Manager, Wellington-Altus Private Counsel | Bullish | Forward Guidance | Fixed-supply assets deserve allocation in a world where fiat money printing and financial repression… |
| 2025-09-02 | Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com | Bullish | Wealthion | Bitcoin is decentralized like gold and silver, technically trades with a repeating fractal… |
| 2025-08-29 | Jan Van EckCEO, VanEck | Bullish | The Compound | Bitcoin serves as a hedge against US fiscal deficit and dollar debasement, and has delivered in his portfolio… |
| 2025-08-28 | Beth KindigLead Tech Analyst & CEO, I/O Fund | Bullish | Wealthion | Technical and sentiment models built by the firm's quant/AI team point to a near-term top in the $130K range… |
| 2025-08-27 | Alfonso PeccatielloFounder, The Macro Compass | Bullish | Forward Guidance | Crypto acts as a high-beta policymaker protest asset with a right-skewed return distribution; realized vol on… |
| 2025-08-25 | Dave CollumProfessor of Chemistry, Cornell University | Bearish | Wealthion | Bitcoin faces binary black-swan risks — a superior competing crypto or coordinated government suppression —… |
| 2025-08-22 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Bitcoin has a hard fixed supply cap of 21 million while demand is structurally accelerating via institutional… |
| 2025-08-22 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Bitcoin remains the premier fixed-supply digital store of value with a long-term price target of $1 million… |
| 2025-08-21 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin's digital gold properties make it a superior asset in a nominal-growth-via-inflation regime compared… |
| 2025-08-20 | David GriderPartner & Head of Liquid Investments, Finality Capital Partners | Bullish | Forward Guidance | Global liquidity remains in a positive tailwind phase — driven by dollar weakness, improving rate… |
| 2025-08-19 | Arthur HayesCIO, Maelstrom | Bullish | Wealthion | Governments with printing presses invariably print money to win elections, making fiat debasement a… |
| 2025-08-18 | Alesia HaasCFO, Coinbase | Bullish | The Compound | Bitcoin and Ethereum are store-of-value commodities with documented multi-cycle compound returns… |
| 2025-08-16 | Aswath DamodaranProfessor of finance, NYU Stern | Bearish | Excess Returns | Bitcoin's collectible demand is fragile because a competing cryptocurrency could replicate its features… |
| 2025-08-13 | Seth GinnsCIO, Franklin Crypto | Bullish | Wealthion | Global M2 liquidity leads Bitcoin price by ~100 days and is inflecting up, compounded by a dovish Fed pivot… |
| 2025-08-12 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Natalie Brunell | Cycle analysis suggests one more violent leg higher is likely in Q4, potentially accelerated by Fed… |
| 2025-08-08 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Bitcoin benefits from the same financial repression and fiat debasement dynamic as gold, though with higher… |
| 2025-08-08 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Bitcoin functions as a store of value and has historically been the highest-performing asset on both absolute… |
| 2025-08-06 | Andy ConstanFounder & Macro Strategist, Damped Spring Advisors | Bearish | Forward Guidance | Bitcoin is part of the debasement trade basket that is reversing as QRA cold water + contractionary fiscal… |
| 2025-08-04 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Bitcoin has evolved from a payment system into a winner-take-all global store of value, now a top-5 asset by… |
| 2025-08-01 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Bitcoin is uniquely convex due to fixed supply; generational wealth transfer from boomers to millennials… |
| 2025-07-28 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Bitcoin solves the fiscal accountability problem that fiat currencies cannot — its fixed supply protocol and… |
| 2025-07-23 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Pure supply-demand dynamic: ETF inflows running more than 2-to-1 versus new Bitcoin supply, and the brand is… |
| 2025-07-21 | Gerald CelenteFounder & Publisher, Trends Research Institute / Trends Journal | Bullish | Wealthion | Trump administration is politically captured by the crypto industry (over $100M in campaign/inauguration… |
| 2025-07-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Cooper Academy | Institutional demand unleashed by spot ETF approval, combined with Bitcoin approaching its 21M supply… |
| 2025-07-18 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Global fiscal dominance has destroyed the utility of sovereign bonds, forcing capital up the risk spectrum… |
| 2025-07-18 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | Commercial hedgers (the 'smart money') are at the most net-long Bitcoin position ever recorded while large… |
| 2025-07-14 | E B TuckerFounder & Editor, The Tucker Letter | Bullish | Wealthion | Bitcoin's market cap is roughly one-tenth of gold's while capturing the younger demographic's savings… |
| 2025-07-11 | Andy SchwartzCo-Founder & Managing Partner, Bleakley Financial Group | Bullish | Wealthion | Bitcoin functions as a supply-and-demand risk-on asset that can serve a small portfolio hedge role… |
| 2025-07-10 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Forward Guidance | Bitcoin outperforms debasement by ~150% annualized since 2010, making it the single dominant allocation when… |
| 2025-07-09 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Forward Guidance | Crypto is the only asset class that meaningfully compounds purchasing power above fiat debasement — the… |
| 2025-07-09 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Wealthion | Government money printing and debasement of fiat, combined with AI-driven obsolescence of Mag7 and Fortune… |
| 2025-07-09 | Julien BittelHead of Macro Research, Global Macro Investor | Bullish | Forward Guidance | We are in year 3 of a 4-year liquidity cycle with the ISM still sub-50 and global M2 growth just turning… |
| 2025-07-04 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Global fiat debasement through negative real rates and hidden yield curve control forces labor capital into… |
| 2025-06-30 | Rizzo | Bullish | Forward Guidance | Bitcoin is outcompeting altcoins structurally because altcoins offer no real equity claim or cash-flow… |
| 2025-06-27 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Fiscal dominance and an extreme generational wealth gap create secular demand for crypto as both a store of… |
| 2025-06-26 | David WooIndependent macro strategist (ex-BofA) | Bearish | Wealthion | White House crypto support is policy-for-donations corruption rather than sound economics, and promoting a… |
| 2025-06-25 | Philippe LaffontFounder & CIO, Coatue Management | Bullish | CNBC Television | Bitcoin's volatility is converging toward Nasdaq levels, de-dollarization and end of US exceptionalism… |
| 2025-06-23 | Ric EdelmanFounder, Digital Assets Council of Financial Professionals | Bullish | The Compound | Extended human lifespans require equity-heavy allocations for decades longer than traditional models assume… |
| 2025-06-17 | Christopher PerkinsHead of Franklin Crypto, Franklin Templeton | Bullish | Wealthion | Finite 21M supply combined with sovereign-level demand (US strategic reserve plus other countries following… |
| 2025-06-16 | Henrik ZebergHead Macroeconomist, Swissblock | Bullish | Wealthion | Global M2 expansion, mainstream and regulatory acceptance (SEC embrace), and FOMO are driving a final… |
| 2025-06-14 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Every major economy is joining the global fiscal supercycle, debasing their own currencies simultaneously… |
| 2025-06-11 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Bloomberg Podcasts | Policymakers will run persistently low real rates and hot inflation to escape the debt trap, making Bitcoin a… |
| 2025-06-11 | Jeffrey GundlachCEO/CIO, DoubleLine Capital | Neutral | Bloomberg Podcasts | Bitcoin carries similar volatility to leveraged gold but Gundlach prefers leveraged gold as a cleaner… |
| 2025-06-10 | Jim ChanosShort seller — Chanos & Co (family office) | Bullish | Bloomberg Television | Chanos pairs a long Bitcoin position against a short Strategy position to capture the premium compression… |
| 2025-06-10 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Bitcoin is a barometer of global liquidity, not a substitute for money; its fixed supply means it appreciates… |
| 2025-06-10 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Cryptocurrency was dismissed early as money laundering and poorly understood, but strong enthusiasm from… |
| 2025-06-06 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Government spending is politically impossible to stop regardless of party or personality (as the Trump–Elon… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | Bitcoin represents a new asset class and rules-based global monetary system; institutional allocation has… |
| 2025-06-04 | Jim BiancoMacro strategist — Bianco Research | Bullish | Forward Guidance | Owns Bitcoin in cold storage as an alternative to the current financial system amid rising US fiscal… |
| 2025-05-31 | Lyn AldenIndependent macro strategist | Bullish | interview | Structurally unstoppable US fiscal deficits (~7% of GDP, decoupled from unemployment) driven by Social… |
| 2025-05-29 | Francis HuntFounder, The Market Sniper | Bullish | Wealthion | Bitcoin will serve as digital gold in the new monetary system and at a $2.2T market cap has 10x+ upside… |
| 2025-05-27 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Mushrooming global fiat debt problem makes Bitcoin a critical store-of-value alternative; 4-year halving… |
| 2025-05-25 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Structurally impossible austerity and politically untouchable entitlements make perpetual fiat debasement… |
| 2025-05-24 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Same fiscal deterioration thesis as gold: bond market rebellion against US deficit spending pushes investors… |
| 2025-05-23 | Todd HermanFinancial planner (CFP), Grimes & Company | Bullish | Wealthion | Bitcoin warrants a ~5% controlled satellite allocation managed with rebalancing rules and discipline… |
| 2025-05-23 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin is a global asset that captures fiscal expansion from both US and non-US sovereigns, isolating the… |
| 2025-05-23 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Decentralized asset with fixed supply hedges against structural fiscal deterioration and fiat currency… |
| 2025-05-20 | Ronnie StoeferleManaging Partner, Incrementum AG | Bullish | Wealthion | Bitcoin belongs in a hard-asset/sound-money portfolio alongside gold as a hedge against fiat debasement and… |
| 2025-05-18 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Weimar-style fiscal excess and capital controls will debase the dollar, making Bitcoin a necessary store of… |
| 2025-05-17 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | As the US fiscal spiral accelerates and foreigners repatriate capital away from overvalued dollar assets… |
| 2025-05-16 | Scott SchwartzPrincipal, OnePoint BFG Wealth Partners | Bullish | Wealthion | Increasing institutional legitimacy—ETF products from major firms, Coinbase joining the S&P 500—reduces… |
| 2025-05-14 | Luke GromenMacro strategist — founder, FFTT | Bullish | Forward Guidance | Treasury's own math targets $2 trillion in stablecoins to fund bill issuance, but current stablecoin supply… |
| 2025-05-09 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | BTC is repeating last summer's pattern where it consolidated at a high-volume node (97k today mirrors the… |
| 2025-04-28 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Bitcoin is becoming a 'legal fiction' analogous to a corporate charter — widespread institutional adoption… |
| 2025-04-16 | Mel MattisonAuthor & financial services veteran | Bullish | Forward Guidance | Bitcoin is decoupling from NASDAQ as regulatory legitimacy advances via the Genius Act stablecoin pathway and… |
| 2025-04-16 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Crypto offers asymmetric risk-reward that equities cannot match — a 3x move over 36 months is plausible for… |
| 2025-04-14 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | Bitcoin as digital sound money will benefit from the same sovereign debt crisis and dollar-credibility… |
| 2025-04-14 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin is oversold and due for mean reversion, and its tail scenario upside is a direct bet on Fed QE and… |
| 2025-04-08 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Bitcoin is a complementary hard-money asset to gold whose adoption is progressing faster than internet… |
| 2025-04-07 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | Bitcoin is an emerging third form of sound money on an adoption curve that produces more alpha than gold for… |
| 2025-04-04 | Jared DillianAuthor, The Daily Dirtnap | Bullish | Forward Guidance | Bitcoin is holding near 83K despite QQQ falling 20% into bear market territory because institutional ETF… |
| 2025-04-02 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | Global liquidity is picking up again and Granger-causality analysis shows global liquidity leads Bitcoin by… |
| 2025-04-01 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Bitcoin Magazine | Bitcoin is a long-term solution to monetary debasement, with a 16-year upward trend that skeptics fail to… |
| 2025-03-31 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Bitcoin Magazine | Bitcoin trades at one-tenth of gold's market cap despite superior functional characteristics — auditable… |
| 2025-03-28 | Jeff ParkPartner, ParaFi Capital | Bullish | Forward Guidance | Institutions seeking levered Bitcoin exposure are better served by 10-delta long-dated OTM calls than by… |
| 2025-03-24 | Jonah Van BourgCo-host, 1000x podcast | Bullish | Forward Guidance | Institutional wealth allocators are incrementally upping basis-point allocations to Bitcoin from zero… |
| 2025-03-24 | Avi FelmanCo-host, 1000x podcast | Bullish | Forward Guidance | Bearish catalysts are fully priced and theta-decaying — de-risked sellers waiting for a dip that doesn't… |
| 2025-03-19 | Matt Hougan (Bitwise)CIO, Bitwise Asset Management | Bullish | Forward Guidance | Structural US fiscal deficits of $2.5T are impossible to trim meaningfully and governments will ultimately… |
| 2025-03-14 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | Crypto is in a bear market with no near-term catalyst for recovery—the Fed is doubly behind the curve, fiscal… |
| 2025-03-14 | Natalia KarayanevaCEO, Propy | Bullish | Wealthion | Bitcoin is the ultimate store of value and pristine collateral that holders can leverage to access other… |
| 2025-03-12 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | The 'strategic Bitcoin reserve' executive order was a nothing-burger (merely holding already-forfeited BTC… |
| 2025-03-12 | Alan HibbardPrecious Metals & Alternative Money Specialist, GoldSilver.com | Bearish | Wealthion | Altcoins are centralized, offer no claim on profits (unlike equity), require flawless execution across team… |
| 2025-03-08 | Tony GreerFounder, TG Macro | Short | Forward Guidance | Bitcoin spent too long distributing at highs, made lower highs, broke the range, and has a measured-move… |
| 2025-03-07 | Joe MccannFounder & CIO, Asymmetric | Bullish | Wealthion | Fixed supply combined with accelerating sovereign/institutional accumulation via ETFs and direct holdings, US… |
| 2025-03-07 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Bitcoin is becoming the backbone of a new financial system — immutable blockchain with no successful breach… |
| 2025-03-07 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | Forward Guidance | Institutional adoption is deepening and will accelerate, Bitcoin is establishing its identity as 'liquid… |
| 2025-03-05 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Bitcoin's algorithmic cap at 21M coins creates credible scarcity that makes it a hedge against dollar… |
| 2025-03-05 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Bullish | Forward Guidance | Bitcoin is in a confirmed uptrend and the RenMac oscillator has dropped below −3 standard deviations from… |
| 2025-03-03 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Bitcoin's decline toward the 62,000 cycle target (flagged by Fundstrat's technical strategy in January) is a… |
| 2025-03-01 | Joe DuranCEO, Rise Growth Partners | Bearish | Wealthion | Bitcoin is a pure risk asset highly correlated to Nasdaq and Mag7—not a store of value or hedge—and faces… |
| 2025-02-28 | Mark YuskoCEO & CIO, Morgan Creek Capital Management | Bullish | Wealthion | Bitcoin's fair value of ~$95-98k is derived from Metcalfe's law on network nodes and transactions, and… |
| 2025-02-28 | Cem KarsanFounder & CIO, Kai Volatility Advisors | Bullish | Forward Guidance | Bitcoin is the modern analog to gold's 1968–82 monetary debasement trade and will absorb a meaningful share… |
| 2025-02-27 | Mark YuskoCEO & CIO, Morgan Creek Capital Management | Bullish | Wealthion | Bitcoin is the perfect use case for blockchain and will disrupt the $7 trillion financial services industry… |
| 2025-02-21 | Quinn ThompsonFounder & CIO, Lekker Capital | Neutral | Forward Guidance | Sellers consistently emerge in bulk above $100k while Michael Saylor's compressed premium-to-NAV limits his… |
| 2025-02-20 | Jim GrantEditor, Grant's Interest Rate Observer | Bearish | Wealthion | Bitcoin has no 5,000-year monetary track record and is susceptible to rug-pull dynamics (citing Dogecoin)… |
| 2025-02-14 | Mike | Bullish | CNBC Fast Money Final Trade | Bitcoin is worth holding for the long term rather than as a short-term trade |
| 2025-02-13 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | Adam Taggart | Thoughtful Money® | Bitcoin is not a viable currency (El Salvador: 0.2% of transactions after five years), not a stable store of… |
| 2025-02-12 | Larry LepardManaging Partner, EMA2 | Bullish | Wealthion | Bitcoin's fixed 21M supply makes it the first monetary network in history with zero dilution, and it accretes… |
| 2025-02-11 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Institutional adoption and the institutionalization of Bitcoin as an asset class are increasing the… |
| 2025-02-08 | Andy SchwartzCo-Founder & Managing Partner, Bleakley Financial Group | Bullish | Wealthion | Bitcoin warrants a small speculative allocation as a global adoption play, not as a gold substitute, because… |
| 2025-02-07 | Quinn ThompsonFounder & CIO, Lekker Capital | Bearish | Forward Guidance | Two back-to-back extreme bull years (BTC +155%/+121%, ETH +91%/+46%) have stretched valuations; expecting… |
| 2025-02-07 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Neutral | Forward Guidance | Saylor's Q4 buying was a massive demand pull-forward that cannot be repeated at scale in 2025; as a larger… |
| 2025-02-06 | Dr Udo AmendFounder, Amend Finance | Bullish | Wealthion | Logarithmic regression model built in 2015-16 shows Bitcoin follows strict mathematical halving cycles… |
| 2025-02-04 | Tony GreerFounder, TG Macro | Bullish | Wealthion | The most crypto-friendly administration in history combined with accelerating institutional ETF inflows… |
| 2025-01-31 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Strategic reserve headline expectations have been fully digested (stockpile not reserve), alt-season froth… |
| 2025-01-30 | Austin CampbellFounder & Managing Partner, Zero Knowledge Consulting | Bullish | Forward Guidance | Bitcoin serves the same function as gold — a neutral, self-custodied store of value for distributing value… |
| 2025-01-29 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Bitcoin's fixed supply and trustless architecture make it a credible reserve asset and inflation hedge as… |
| 2025-01-28 | Ray DalioFounder, Bridgewater Associates | Bullish | interview | Bitcoin functions as a diversifier against dollar debasement similar to gold, though its traceability makes… |
| 2025-01-24 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Wealthion | A fixed-supply asset in a growing-population world concentrates wealth away from new entrants and… |
| 2025-01-24 | Capital FlowsFounder, Capital Flows Research | Short | Forward Guidance | Positive news spikes in Bitcoin are consistently sold hard and faded, signaling overextended positioning… |
| 2025-01-23 | Lyn AldenIndependent macro strategist | Bullish | Forward Guidance | Global liquidity remains supportive in 2025, Trump administration provides political tailwind, and on-chain… |
| 2025-01-22 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Bitcoin combines a monetary inflation hedge (multiplier larger than gold's 1.5x) with an S-curve adoption… |
| 2025-01-10 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Bitcoin is only 10-14% from ATH versus a historical max drawdown of 27% over six months, is sitting at range… |
| 2025-01-10 | James LavishCo-Managing Partner, Bitcoin Opportunity Fund | Bullish | Wealthion | Perpetual US debt monetization guarantees ongoing inflation, and Bitcoin's trustless, immutable… |
| 2025-01-09 | Mohamed El-ErianChief economic adviser, Allianz | Bullish | Walker & Dunlop | Bitcoin will persist as a digital commodity analogous to gold—not replacing the dollar but earning a durable… |
| 2025-01-08 | Kyle BassFounder/CIO, Hayman Capital | Bullish | American Thought Leaders - The Epoch Times | Global investors fleeing collapsing foreign currencies and mistrustful of fiat governance are rotating into… |
| 2025-01-08 | Joe MccannFounder & CIO, Asymmetric | Short | Forward Guidance | Technical topping signals (Dec 17 swing failure pattern, monthly shooting-star candle, lower highs in S&P)… |
| 2025-01-03 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Bitcoin is a store of value undergoing the same multi-decade adoption arc as gold, and the 65% of… |
| 2025-01-01 | Luke GromenMacro strategist — founder, FFTT | Bullish | Preston Pysh | Bitcoin is a neutral reserve asset and unfalsifiable fiscal smoke detector — as tariffs structurally break… |
| 2025-01-01 | Lyn AldenIndependent macro strategist | Bullish | Wealthion | Fiscal dominance and ongoing currency debasement make Bitcoin a legitimate store-of-value competitor to gold… |
| 2024-12-31 | Henrik ZebergHead Macroeconomist, Swissblock | Bullish | Wealthion | Bitcoin has not yet found its cycle top and retains significant upside before the eventual bust, so the… |
| 2024-12-30 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bearish | Wealthion | Bitcoin has zero real-world utility after 15 years, its price is driven purely by speculative momentum and… |
| 2024-12-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | Bitcoin is following prior halving-cycle price patterns (block reward cut in April 2024 reduces new supply)… |
| 2024-12-27 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Wealthion | Post-halving liquidity cycle and presidential-election-year pattern support a rally to ~$150K by March 2025… |
| 2024-12-26 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Bitcoin has tracked the global liquidity cycle and kept pace with monetary inflation over the past five… |
| 2024-12-26 | Jack MallersCEO & Founder, Strike | Bullish | Wealthion | Bitcoin is uniquely scarce because no amount of demand can increase its supply, forcing all incremental… |
| 2024-12-24 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | BlackRock ETF launch signals the start of a multi-decade institutional adoption cycle analogous to private… |
| 2024-12-23 | Travis KlingFounder & CIO, Ikigai Asset Management | Bullish | Forward Guidance | Global monetary easing cycle, a 75% probability executive order in the first 100 days preventing US… |
| 2024-12-22 | François RochonPresident & Portfolio Manager, Giverny Capital | Bearish | Francois Rochon | Bitcoin is speculative excess analogous to tulip mania — with $1–2 trillion deployed into an asset that… |
| 2024-12-14 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Bitcoin is showing relative strength vs small caps during rising dollar and yields because structural inflows… |
| 2024-12-14 | Jack MallersCEO & Founder, Strike | Bullish | Wealthion | Bitcoin has a fixed, unaugmentable supply, so rising global demand must express itself entirely as higher… |
| 2024-12-14 | Henrik ZebergHead Macroeconomist, Swissblock | Bullish | Wealthion | Bitcoin has not yet reached its cycle top and retains significant near-term upside before the deflationary… |
| 2024-12-13 | Jack MallersCEO & Founder, Strike | Bullish | Wealthion | Bitcoin is the only asset where increased demand cannot produce more supply, making it the scarcest store of… |
| 2024-12-11 | Henrik ZebergHead Macroeconomist, Swissblock | Bullish | Wealthion | Bitcoin is in a final blow-off phase with technical Fibonacci targets at $115,000–$123,000 before topping… |
| 2024-12-09 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bearish | Wealthion | Bitcoin has made no real progress against gold since its 2021 peak and lacks intrinsic value; any government… |
| 2024-12-07 | Joe LonsdaleCo-founder, Palantir; managing partner, 8VC | Bullish | All-In Podcast | Bitcoin represents the pro-liberty side of the global currency competition and serves as a necessary check on… |
| 2024-12-07 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bearish | Wealthion | Bitcoin is a speculative bubble with no real-world utility after 15 years, its price driven entirely by Wall… |
| 2024-12-07 | Gavin BakerFounder & CIO, Atreides Management | Bullish | All-In Podcast | Cryptocurrencies fundamentally reduce state power over monetary supply and Bitcoin will become a serious… |
| 2024-12-07 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Wealthion | Bitcoin is a scarce digital store of value bridging the physical and digital economy, with a network effect… |
| 2024-12-06 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bearish | Wealthion | Bitcoin has no intrinsic utility distinguishing it from thousands of other capped-supply cryptocurrencies… |
| 2024-12-04 | Dan TapieroFounder & CEO, 10T Holdings | Bullish | Forward Guidance | Bitcoin's hard 21M supply cap against unlimited fiat supply means every fiat-denominated asset loses value… |
| 2024-11-30 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Investor’s Podcast | Bitcoin's supply is fixed at ~21 million coins growing at ~1.5% annually toward zero while demand should grow… |
| 2024-11-30 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | Bitcoin's 2024 halving cycle is reducing new supply during its historical sweet-spot window, and the incoming… |
| 2024-11-30 | Ron WilliamFounder & Market Strategist, RW Advisory | Bearish | Wealthion | Bitcoin's post-election 40% surge has pushed price and momentum indicators into overbought territory with… |
| 2024-11-29 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Wealthion | Post-halving supply reduction cycle historically produces strongest price gains in the months following the… |
| 2024-11-27 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | Bloomberg Podcasts | Bitcoin's extreme daily volatility (±10-15%) disqualifies it as a stable store of value; it fails the basic… |
| 2024-11-27 | Ron WilliamFounder & Market Strategist, RW Advisory | Bearish | Wealthion | Bitcoin is overheated at the 100,000 psychological ceiling with momentum indicators signaling exhaustion and… |
| 2024-11-25 | Lyn AldenIndependent macro strategist | Bullish | Dx Driving | Bitcoin's price is more correlated with global liquidity measures than any other asset Alden tracks, and a… |
| 2024-11-23 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Wealthion | Crypto liquidity cycle and incoming US regulatory changes drive Bitcoin to $100K by year-end, $150K+ by March… |
| 2024-11-23 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bearish | Forward Guidance | BTC risk/reward has compressed to roughly 1:1 at $100K (20-25K downside vs 15-25K upside to 115-125), no… |
| 2024-11-23 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | US treasuries have posted real losses in 3 of 4 years with near-zero real yields, making Bitcoin the natural… |
| 2024-11-22 | Lyn AldenIndependent macro strategist | Bullish | Dx Driving | Bitcoin is reaching sufficient market size and liquidity to attract institutional and sovereign adoption… |
| 2024-11-21 | Jeff ParkPartner, ParaFi Capital | Bullish | Forward Guidance | Short-gamma dealer positioning in IBIT calls creates recursive buying pressure: as Bitcoin rises, dealers… |
| 2024-11-19 | Gordon JohnsonFounder & CEO, GLJ Research | Bearish | Wealthion | Bitcoin is not a legitimate store of value or inflation hedge, representing speculative 'fake money' with no… |
| 2024-11-16 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Bitcoin trades as a correlated risk asset driven by Trump-era stimulus and deregulation optimism, and the… |
| 2024-11-16 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin is decoupling from NASDAQ (up on a day equities are down hard) and the sovereign debt dysfunction /… |
| 2024-11-13 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Bitcoin supply grows at only ~2% annually while demand growth from institutional adoption and political… |
| 2024-11-13 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Bitcoin has achieved legitimacy as a new asset class through adoption — institutions, BlackRock, and now a… |
| 2024-11-12 | George RobertsonAuthor, The Monetary Frontier | Bullish | Forward Guidance | Liquid risk assets like Bitcoin are direct beneficiaries of the nominal GDP moonshot driven by fiscal… |
| 2024-11-11 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | US fiscal crisis, potential Trump-era strategic Bitcoin reserve, and financial repression / dollar debasement… |
| 2024-11-11 | Josh Solesbury | Bullish | Forward Guidance | Bitcoin miners with quality power contracts, suitable site characteristics, and experienced data center teams… |
| 2024-11-09 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Trump's red sweep delivers an unprecedented pro-crypto regulatory environment and potential Bitcoin strategic… |
| 2024-11-08 | Katie StocktonTechnical strategist — Fairlead | Bullish | The Compound | Bitcoin is forming a cup-and-handle breakout on the weekly chart with a measured-move target near $86K… |
| 2024-11-08 | David LinHost, The David Lin Report | Bullish | Wealthion | Bitcoin has substantial mass-adoption runway; a regulatory shift allowing major banks to offer Bitcoin… |
| 2024-11-04 | Dylan LeclairDirector of Bitcoin Strategy, Metaplanet | Bullish | Forward Guidance | Global fiscal dominance — structurally widening deficits forcing currency debasement across both Trump and… |
| 2024-11-02 | Michael BingerPresident, Gradient Investments | Bullish | Wealthion | Spot ETF approval is driving institutional adoption and legitimizing Bitcoin as an asset class, with a… |
| 2024-11-02 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Bitcoin is macro-driven and wins in either US election outcome — a Harris win collapses yields and the dollar… |
| 2024-11-01 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | A Trump presidency would remove crypto regulatory guardrails because the interests backing him oppose them… |
| 2024-11-01 | Michael BingerPresident, Gradient Investments | Bullish | Wealthion | Spot ETF launches legitimize Bitcoin as an asset class and wider retail/merchant adoption over the next 5–10… |
| 2024-10-23 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | TorontoWealthGroup | Fiscal deterioration and inflationary resolution of US debt crisis make Bitcoin a valid inflation hedge… |
| 2024-10-18 | Michael NicoletosFounder & CEO, DeFi Advisors | Bullish | Wealthion | Fixed supply of 21M coins, generational adoption shift, and persistent currency debasement position Bitcoin… |
| 2024-10-17 | Matt Hougan (Bitwise)CIO, Bitwise Asset Management | Bullish | Forward Guidance | Bitcoin ETFs follow the same multi-year adoption S-curve as the Gold ETF — flows accelerate in years 3-8 as… |
| 2024-10-16 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Bloomberg Television | Crypto is surging as markets price in a Trump win and expected deregulation of digital assets, with crypto… |
| 2024-10-16 | Tony GreerFounder, TG Macro | Bullish | Forward Guidance | Serious institutional inflows via corporate buyers are making an irreversible commitment to crypto, and… |
| 2024-10-12 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | After the Fed's 50bp cut the macro environment fundamentally shifted to backstop risk assets; government BTC… |
| 2024-10-12 | Anthony PomplianoFounder & CEO, Professional Capital Management | Bullish | Wealthion | Bitcoin functions as a long-term savings account that preserves purchasing power better than the dollar over… |
| 2024-10-11 | Anthony PomplianoFounder & CEO, Professional Capital Management | Bullish | Wealthion | Bitcoin functions as a savings account that preserves purchasing power over time, while the dollar's… |
| 2024-10-11 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Bitcoin as a hard asset will attract capital as debt monetization accelerates and the real inflation-adjusted… |
| 2024-10-05 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin miner stocks have election-driven vol kinks in their term structure; Trump's win probability is… |
| 2024-10-05 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Macro setup is the strongest since the major October 2023 and December 2022 bottoms — pristine global easing… |
| 2024-10-03 | Chris CaseyManaging Director, WindRock Wealth Management | Bullish | Wealthion | Bitcoin functions as a monetary substitute and solvency-crisis hedge — historically used by populations… |
| 2024-09-27 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin captures 83% of global M2 movements on a 12-month rolling basis, and with China and the Fed easing… |
| 2024-09-27 | Dennis LockhartDistinguished Professor, Sam Nunn School of International Affairs, Georgia Tech | Bearish | Wealthion | Bitcoin lacks a credible investment or store-of-value use case; the underlying blockchain technology has… |
| 2024-09-27 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Elevated equity multiples reduce the expected return on stocks while falling yields compress fixed income… |
| 2024-09-26 | Charles EdwardsFounder, Capriole Investments | Bullish | Forward Guidance | Converging bullish catalysts — Fed rate-cut cycle expanding US liquidity, Q4 seasonal tailwind, post-halving… |
| 2024-09-21 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | Forward Guidance | Crypto lacks cash flows so valuation can't cap upside the way stretched equity multiples do; Fed easing and… |
| 2024-09-21 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Rising debt forces perpetually rising liquidity which flows into scarce assets; Bitcoin has tracked global… |
| 2024-09-20 | Noelle AchesonAuthor, Crypto Is Macro Now | Bullish | Wealthion | Runaway global deficits drive currency debasement which widens inequality, fuels political instability, and… |
| 2024-09-20 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Fed is behind the curve and will tip the economy into at least a shallow recession, making hard-capped scarce… |
| 2024-09-18 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Wealthion | Over the last five years Bitcoin has kept pace with monetary inflation alongside gold and prime real estate… |
| 2024-09-14 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Bitcoin is the highest-torque Trump trade in crypto and uniquely benefits from ETF flow reflexivity… |
| 2024-09-14 | Caitlin LongFounder & CEO, Custodia Bank | Bullish | Wealthion | Blockchain technology eliminates sequential financial intermediary layers by enabling the money leg of… |
| 2024-09-13 | Anthony ScaramucciFounder, SkyBridge Capital | Bullish | Wealthion | Bitcoin is a unique asymmetric asset unlikely to be replicated, warranting a large portfolio allocation as… |
| 2024-09-13 | Caitlin LongFounder & CEO, Custodia Bank | Bullish | Wealthion | Bitcoin is the only internet-native money with a fixed supply and network effects far ahead of all… |
| 2024-09-10 | Matthew SigelHead of Digital Assets Research, VanEck | Bullish | Forward Guidance | Nation-state adoption as a reserve asset is the next leg — the US dollar's share of global FX reserves is at… |
| 2024-09-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin is a new asset class with a bull-case price target of $1.5M by 2030, driven by institutional adoption… |
| 2024-09-05 | Art LafferFounder & Chairman, Laffer Associates | Bullish | Cathie Wood | Bitcoin satisfies the properties of sound private money and represents the first viable global alternative to… |
| 2024-08-31 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Wealthion | The US is slowly defaulting via dollar debasement — Bitcoin has returned ~120% since end-2020 vs S&P's 50%… |
| 2024-08-31 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | A Fed that cuts rates while inflation remains sticky creates the ideal regime for Bitcoin as digital gold… |
| 2024-08-30 | Jordi VisserHead of AI Macro Nexus Research, 22V Research | Bullish | Wealthion | US fiscal dominance and dollar debasement are ongoing, while Bitcoin user growth is accelerating in Emerging… |
| 2024-08-28 | Michael HowellLiquidity strategist — CrossBorder Capital | Bullish | Forward Guidance | Bitcoin has empirically proven to be a monetary inflation hedge more sensitive than gold to changes in global… |
| 2024-08-24 | Zaheer SplitcapitalChief Strategy Officer, Plasma | Neutral | Forward Guidance | Valuation floors are being reached on altcoins, founders retain strong token incentives to ship, and short… |
| 2024-08-21 | Capital FlowsFounder, Capital Flows Research | Bullish | Forward Guidance | Idiosyncratic supply overhangs (Mt. Gox, Germany seizures) are finite and being absorbed by a macro… |
| 2024-08-16 | Joe MccannFounder & CIO, Asymmetric | Bullish | Wealthion | Global liquidity cycle is nowhere near a peak, coordinated central bank rate cuts (Fed, ECB, BoC) plus China… |
| 2024-08-10 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Post-deleveraging flush has reset positioning and leverage to multi-month lows, and the macro environment is… |
| 2024-08-03 | Jim BiancoMacro strategist — Bianco Research | Bullish | Wealthion | Bitcoin's alternative financial system thesis remains structurally intact, but politicization and the failure… |
| 2024-08-02 | Caitlin LongFounder & CEO, Custodia Bank | Bullish | Wealthion | Bitcoin's annual supply inflation (~0.8%) is half that of gold and halves every four years toward a fixed 21M… |
| 2024-08-02 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | November elections could catalyze a regulatory regime shift for crypto while a new liquidity cycle is… |
| 2024-07-15 | Larry FinkChairman/CEO, BlackRock | Bullish | CNBC Television | Bitcoin is a legitimate financial instrument offering non-correlated returns and acts as a hedge when… |
| 2024-06-19 | Lyn AldenIndependent macro strategist | Bullish | interview | Bitcoin is a scarce, fast-settling asset that captures inflation not reflected in CPI and provides a credible… |
| 2024-06-14 | Darius DaleFounder & CEO, 42 Macro | Bullish | Kris Sidial | Their volatility-adjusted momentum signal (VAMS) is currently bullish on Bitcoin, and 98% of Bitcoin's… |
| 2024-06-11 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The JRo Show | Bitcoin is the world's first automated distributed transparent ledger monetary technology, with only ~$1.5T… |
| 2024-05-24 | Luke GromenMacro strategist — founder, FFTT | Bullish | Kitco NEWS | Bitcoin is an energy-linked neutral reserve asset that benefits asymmetrically from repeated dollar liquidity… |
| 2024-05-17 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bearish | My First Million | Bitcoin has no intrinsic value as Pabrai understands it, unlike the dollar which is backed by the US… |
| 2024-04-07 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | The Wolf Of All Streets | Bitcoin is a hard asset that acts as a report card on financial stewardship, thriving under populist… |
| 2024-03-18 | Lyn AldenIndependent macro strategist | Bullish | Lyn Alden Finance | The global financial system faces structural fiscal deficits, rising interest expense on sovereign debt, and… |
| 2024-03-12 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bearish | The Julia La Roche Show | Bitcoin has no intrinsic value anchor so there is no upside limit, making it un-shortable, but after a 350x… |
| 2024-02-21 | Lyn AldenIndependent macro strategist | Bullish | Dx Driving | Bitcoin is in an early bull market phase where long-term holders are not selling, price tracks global… |
| 2024-02-21 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | ETF approval has opened up the $45 trillion RIA/wealth management channel, bringing in long-term holders who… |
| 2024-02-14 | Paul Tudor JonesFounder/CIO, Tudor Investment Corp | Bullish | Palm Beach Civic Association | The 2,000-year playbook for over-indebted empires is to inflate away debt; bitcoin sits alongside gold as the… |
| 2024-02-04 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin is reasserting its flight-to-quality role during regional banking stress, with a structural demand… |
| 2024-01-21 | Dan TapieroFounder & CEO, 10T Holdings | Bullish | Raoul Pal | Bitcoin is a foundational invention — a 'security truth machine' solving the Byzantine General's problem —… |
| 2024-01-21 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Raoul Pal The Journey Man | Bitcoin is the largest macro opportunity ever identified — a structural escape from central bank currency… |
| 2024-01-03 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Jamie Tree | Every four years the Bitcoin halving cuts marginal supply in half, and since all pricing happens at the… |
| 2023-12-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Dx Driving | Bitcoin halving cuts marginal supply in half every four years while demand grows through institutional… |
| 2023-12-20 | Warren BuffettChairman, Berkshire Hathaway | Bearish | OnefootHurdle | Bitcoin has no intrinsic value and functions purely as a gambling token driven by the human speculative… |
| 2023-12-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Library Of Wealth | Rising real interest rates and restrictive monetary policy make inflation-resistant alternative assets like… |
| 2023-11-28 | Lyn AldenIndependent macro strategist | Bullish | Mark Moss | Bitcoin benefits from both Wall Street financialization (ETF, institutional liquidity) increasing market cap… |
| 2023-10-05 | Lyn AldenIndependent macro strategist | Bullish | Natalie Brunell | After nearly 15 years, non-monetary crypto use cases have produced almost no real-world utility or value… |
| 2023-08-08 | Seth KlarmanCEO, Baupost Group | Bearish | OnefootHurdle | Crypto lacks identifiable fundamental value and faces the problem of hundreds of competing currencies unlike… |
| 2023-06-28 | Tom Walks Wall Street Host | Bullish | Seth Klarman | The SEC has already classified Bitcoin as property (not a security), meaning exchange crackdowns on altcoins… |
| 2023-06-27 | Seth KlarmanCEO, Baupost Group | Bearish | CNBC Television | After trying hard to understand the arguments for crypto, Klarman cannot find value there and therefore does… |
| 2023-06-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bearish | interview | Pabrai views Bitcoin as clearly in bubble territory alongside GameStop and AMC, but explicitly states he is… |
| 2023-06-08 | Nassim TalebAuthor; advisor, Universa Investments | Bearish | Bloomberg Live | Bitcoin is too traceable for illicit use (removing its key demand driver), has become a cult incompatible… |
| 2023-05-20 | Zoltan PozsarFounder, Ex Uno Plures; ex-Credit Suisse | Bullish | Bitcoin Magazine | Bitcoin, like gold, is correctly pricing in the inflationary and monetary debasement implications of backdoor… |
| 2023-05-20 | Michael SaylorExecutive Chairman, Strategy (MSTR) | Bullish | Bill Miller | Bitcoin is the world's most secure database and network, is being recognized as a distinct commodity asset… |
| 2023-05-07 | Warren BuffettChairman, Berkshire Hathaway | Bearish | Value Investing & Finance News | Bitcoin has no intrinsic value and functions purely as a gambling token, attracting participants through the… |
| 2023-05-04 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | iConnections | Government fiscal irresponsibility and monetary excess will force inflation as the debt-exit path, making… |
| 2023-03-30 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Bloomberg Television | The US banking crisis and the Fed's rapid balance sheet expansion (QE reversal) validate Bitcoin's original… |
| 2023-01-10 | Lyn AldenIndependent macro strategist | Bullish | Kitco NEWS | Bitcoin has a high stock-to-flow ratio, global salability, and the ability to move the base asset at Fiat… |
| 2023-01-10 | George SelginDirector emeritus, Cato Center for Monetary & Financial Alternatives | Bullish | Lyn Alden | Bitcoin is the modern substitute for gold as a portfolio store-of-value hedge, offering unique electronic… |
| 2023-01-03 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | PlanXRP | Bitcoin's fixed supply and inability to be easily regulated away makes it a digital store of value analogous… |
| 2022-12-29 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Documenting Bitcoin | Bitcoin's fixed 21M supply is unaffected by demand (unlike gold), so any growth in demand as digital store of… |
| 2022-12-16 | Nouriel RoubiniEconomist; professor emeritus, NYU Stern | Bearish | Channel 4 News | Crypto assets are not true currencies by any monetary definition, have no intrinsic store-of-value… |
| 2022-11-07 | Paula VolentVP & CIO, Rockefeller University | Bullish | Delivering Alpha | Bitcoin miners built capital-heavy facilities backed by Bitcoin as collateral; the crypto price collapse has… |
| 2022-08-03 | Adam ButlerCIO, ReSolve Asset Management Global | Bullish | Meb Faber | Adding a small allocation (~1% or less) of crypto futures to a risk parity portfolio provides exposure to a… |
| 2022-07-07 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Portable, seizure-resistant wealth storage becomes structurally more demanded as Western governments… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Bitcoin's supply is permanently capped at 21 million coins with growth slowing toward zero, while demand… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Preston Pysh | Bitcoin's supply is algorithmically fixed and growing at ~1.7% annually while demand is structurally growing… |
| 2022-05-21 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Orange Capital Invest | Bitcoin is capturing share of gold's market cap as the premier digital store of value; currently at ~6% of… |
| 2022-05-02 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Bitcoin is at one standard deviation oversold on its long-run log regression channel — historically the… |
| 2022-04-25 | Josh WolfeCo-founder, Lux Capital | Bearish | Srivatsan Prakash | Layer-1 crypto tokens are not the obvious winners in web3 because their value depends entirely on shared… |
| 2022-04-25 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Michael Green | Bitcoin requires perpetual network-maintenance fees with no intrinsic store-of-value (unlike gold), is… |
| 2022-03-08 | Gary AntonacciAuthor, Dual Momentum Investing; Portfolio Management Consultants | Bullish | Excess Returns | Daily trend-following applied to Bitcoin preserves roughly 70% of buy-and-hold returns while cutting maximum… |
| 2022-03-01 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | CNBC International Live | Bitcoin is rallying because sanctioned Russians are using it as a capital flight vehicle to move wealth out… |
| 2022-01-12 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Savvy Finance | Bitcoin's fixed 21M supply means any demand growth above ~1.5% annual accretion mechanically drives prices… |
| 2022-01-11 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | thebitbull_ | Fixed 21M supply means any demand growth above the ~1.5% annual issuance rate mechanically drives price… |
| 2021-12-06 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Thinking Crypto | Bitcoin adoption is relentless as a balance sheet savings asset universally accepted for what it is, and… |
| 2021-11-23 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | WiM Media | Bitcoin is a dual-feature asset — it hedges currency debasement (like gold) AND carries exponential… |
| 2021-10-31 | Ray DalioFounder, Bridgewater Associates | Bullish | Larry Fink | Currency debasement from money printing warrants a small allocation to bitcoin alongside gold as a hedge… |
| 2021-10-24 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All Guides | Bitcoin can serve all three classical roles of money and functions as the first rules-based… |
| 2021-09-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All Guides | Corporate treasury diversification into bitcoin and institutional allocation of ~5% of funds would drive a… |
| 2021-08-22 | Harley BassmanManaging Partner, Simplify Asset Management | Bearish | Srivatsan Prakash | Bitcoin is structurally an act of war against sovereign currency monopolies, so authoritarian governments… |
| 2021-08-19 | Dan FerrisEditor, Extreme Value; host, Stansberry Investor Hour | Bullish | Chris Mayer | A small bitcoin allocation provides asymmetric upside if the US dollar loses reserve-currency status and… |
| 2021-07-21 | Jack DorseyCo-founder, Block Head & chairman, Block; ex-Twitter CEO | Bullish | Cathie Wood | Bitcoin is the only credible candidate to become the internet's native currency because its decentralized… |
| 2021-07-21 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Fixed supply of 21M creates a rules-based monetary store of value whose purchasing power rises as demand… |
| 2021-07-21 | Elon MuskCEO, Tesla & SpaceX | Bullish | Cathie Wood | Bitcoin solves the critical flaw of existing heterogeneous money databases by providing a decentralized… |
| 2021-06-02 | David RosenbergEconomist — Rosenberg Research | Bearish | Jay Taylor Media | Bitcoin is in a gigantic price bubble — investors who value it relative to gold's market cap should simply… |
| 2021-05-26 | Carl IcahnActivist investor — Icahn Enterprises | Bullish | Bloomberg Television | Bitcoin functions as a store of value alternative to a dollar being debased by money printing, but Icahn has… |
| 2021-04-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Andrew explains money, investing & finance | Bitcoin's share of total crypto network value has risen from the low 30s to ~70%, establishing it as the… |
| 2021-04-20 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Bitcoin should appreciate because its supply grows only 2% annually while institutional demand is rising, and… |
| 2021-03-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Fritz | Institutional adoption is accelerating—evidenced by conservative adopters like MassMutual, Square, and… |
| 2021-03-10 | Ted SeidesHost, Capital Allocators | Bullish | Capital Allocators | Small hedge position (2-3% of portfolio) against the risk that unprecedented money printing debases the… |
| 2021-01-17 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Behind the Brand | Bitcoin's hard cap of 21 million coins removes political debasement risk, creating a sovereign store of value… |
| 2021-01-04 | Lyn AldenIndependent macro strategist | Bullish | Raoul Pal | Bitcoin's halving cycle cuts new supply in half while institutional access points are expanding (bank… |
| 2021-01-04 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | The halving cycle combined with building institutional infrastructure (bank custody enabling hedge fund prime… |
| 2020-12-14 | Chris Cole (Artemis)Founder & CIO, Artemis Capital Management | Bullish | Chris Cole | Bitcoin behaves like an option with convex, non-linear payoffs skewed to the right tail of the return… |
| 2020-11-19 | Warren BuffettChairman, Berkshire Hathaway | Bearish | Investor Archive | Bitcoin fails the basic definition of a currency because it is not a durable store of value — goods sellers… |
| 2020-08-26 | Diego ParrillaCIO, Quadriga Asset Managers | Bullish | Raoul Pal | Bitcoin carries extreme asymmetric optionality as a potential superior monetary standard; even a… |
| 2020-04-16 | Dan MoreheadFounder & CEO, Pantera Capital | Bullish | Raoul Pal | Massive QE and fiscal stimulus increases the quantity of money, raising all non-QE-able assets including… |
| 2020-04-16 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Bitcoin's hard-money properties and extraordinary risk/reward versus any other asset make it a… |
| 2020-02-14 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | Bitcoin has found its lane as digital gold — a hedge against monetary debasement and fiat dilution — and the… |
| 2019-10-16 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bearish | Stansberry Research | Cryptocurrencies generate no cash flow, have no basis for valuation, and will never be accepted as a… |
| 2019-06-17 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | At ~$170B market cap vs gold's ~$8T, Bitcoin needs only a small share of the store-of-value market to justify… |
| 2019-05-20 | John PfefferPartner, Pfeffer Capital | Bullish | Sohn Investment Conference | Bitcoin is the first viable non-sovereign monetary store of value capable of displacing private gold bullion… |
| 2019-02-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Anthony Pompliano | Bitcoin already processes $1.4T in annual transactions (average size $15K, comparable to Visa-scale… |
| 2018-03-18 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Bitcoin follows the classic path of disruptive technology with strong network-effect lock-in and serves as an… |
| 2017-09-26 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Bloomberg Television | Bitcoin is in the largest bubble of our lifetimes but bubbles form around technologies that fundamentally… |
| 2017-07-04 | Lee RobinsonFounder & CIO, Altana Wealth | Bullish | Sohn Idea Contest | Bitcoin at $40B market cap still has a path to becoming a global reserve currency, implying a 20-30x return… |
| 2017-05-19 | Chris IronsWriter, Quoth the Raven (Substack); ex-GeoInvesting | Bullish | Planet MicroCap | Bitcoin's hard cap of 21 million units makes it a scarcity store of value analogous to gold, explaining its… |
| 2016-01-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Bitcoin is a general-purpose payment technology that eliminates credit-card networks and other financial… |
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