Stocks / Crypto
BTC-USDCrypto
Bitcoin (spot, USD)
$76,699.131d +0.7%5d -0.7%settled close · 2026-09-17
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
292 long13 neutral61 shortlatest 2026-09-11
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
Show all 366 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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… |
| 2026-08-25 | 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 Balchunas | 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 Edward | 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… |
| 2026-08-14 | 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… |
| 2026-08-07 | 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… |
| 2026-07-03 | 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… |
| 2026-06-21 | 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… |
| 2026-05-23 | 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… |
| 2026-04-30 | 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… |
| 2026-04-06 | 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)… |
| 2026-03-21 | 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… |
| 2026-03-04 | 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… |
| 2026-02-09 | 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… |
| 2026-01-29 | 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… |
| 2025-12-13 | 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… |
| 2025-11-03 | 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… |
| 2025-10-28 | 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… |
| 2025-10-15 | 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… |
| 2025-10-06 | 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… |
| 2025-09-18 | 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… |
| 2025-09-11 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | CNBC Television | Bitcoin is in a temporary consolidation as competing ecosystems absorb capital, but Fed rate-cut cycle… |
| 2025-09-09 | 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… |
| 2025-09-03 | 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… |
| 2025-08-25 | 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… |
| 2025-08-19 | Arthur HayesCIO, Maelstrom | Bullish | Wealthion | Governments with printing presses invariably print money to win elections, making fiat debasement a… |
| 2025-08-18 | Alesia Haas | 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… |
| 2025-08-12 | 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… |
| 2025-08-06 | 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… |
| 2025-07-14 | 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… |
| 2025-07-04 | 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… |
| 2025-06-27 | 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… |
| 2025-06-23 | 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… |
| 2025-06-14 | 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… |
| 2025-06-06 | 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 Herman | Bullish | Wealthion | Bitcoin warrants a ~5% controlled satellite allocation managed with rebalancing rules and discipline… |
| 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… |
| 2025-05-14 | 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 Mattison | Bullish | Forward Guidance | Bitcoin is decoupling from NASDAQ as regulatory legitimacy advances via the Genius Act stablecoin pathway and… |
| 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… |
| 2025-04-08 | Brett RentmeesterCIO, Jaggi Family Office | Bullish | Wealthion | Bitcoin is a complementary hard-money asset to gold whose adoption is progressing faster than internet… |
| 2025-04-04 | Jared DillianAuthor, The Daily Dirtnap | Bullish | Forward Guidance | Bitcoin is holding near 83K despite QQQ falling 20% into bear market territory because institutional ETF… |
| 2025-04-01 | 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… |
| 2025-03-14 | 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… |
| 2025-03-08 | 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… |
| 2025-03-05 | 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 | Liquidity outlook is mixed-to-negative for the next several months, Bitcoin has institutional tailwinds that… |
| 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… |
| 2025-01-28 | 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… |
| 2025-01-23 | Lyn AldenIndependent macro strategist | Bullish | Forward Guidance | Global liquidity remains supportive in 2025, Trump administration provides political tailwind, and on-chain… |
| 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… |
| 2025-01-03 | 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 | Francois RochonPresident & Portfolio Manager, Giverny Capital | Bearish | Robin Speziale | 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… |
| 2024-12-13 | 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… |
| 2024-12-06 | 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… |
| 2024-11-29 | 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… |
| 2024-11-16 | 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 /… |
| 2024-11-11 | 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… |
| 2024-11-08 | 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… |
| 2024-10-16 | 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… |
| 2024-10-03 | 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… |
| 2024-09-26 | Charles Edwards | 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 | Arthur LafferEconomist — former Reagan adviser | 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 | James BiancoPresident, 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… |
| 2024-02-21 | 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… |
| 2024-01-03 | 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… |
| 2023-06-27 | 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 Selgin | 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… |
| 2022-12-16 | 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… |
| 2022-05-24 | 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… |
| 2022-03-01 | 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… |
| 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… |
| 2021-08-22 | Harley BassmanManaging Partner, Simplify Asset Management | Bearish | Srivatsan Prakash | Bitcoin is structurally an act of war against sovereign currency monopolies, so authoritarian governments… |
| 2021-07-21 | Jack Dorsey | 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… |
| 2021-03-10 | Ted SeidesHost, Capital Allocators | Bullish | Capital Allocators | Small hedge position (2-3% of portfolio) against the risk that unprecedented money printing debases the… |
| 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… |
| 2020-04-16 | 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… |
| 2019-05-20 | 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… |
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The options tape
Not an options instrument
BTC-USD is Bitcoin (spot, USD) — there is no listed options chain to
read, so this page carries no tape. The price series is the daily spot close, the
same series every memo and Brief scores BITCOIN on.