[00:01] hitting a new record low for like the worst sentiment in crypto's history. And I'm sure you're wondering when will this pain end? When are we going to finally turn around and start heading higher? In fact, just look at this historical
[00:16] Index. You can see right now we're in extreme fear at a record low of five. Yesterday we were in extreme fear, last week we were in extreme fear, and last month we were in extreme fear. Quite honestly, in my entire existence in
[00:30] crypto from 2017 until today, I have never seen sentiment this poor and I have never seen people more ready to give up on crypto. But let me tell you why not only am I not depressed and I'm not feeling down. I remember I have
[00:45] market. I sold my house and put it in the market. I don't do sponsored videos on my channel and the majority of my income comes from actually investing in the crypto market. So I am down bad over
[00:58] that, I'm not feeling depressed, but I'm actually feeling more bullish than I have in a very, very long time. And in this video, I'm going to dive into why I'm bullish, my thesis for what I believe comes next, and why I believe
[01:12] what's coming next could possibly be the single largest crypto bull run in the history of crypto, which obviously just sounds stupid to a lot of you guys at understand that sounds stupid, but hear me out why I believe that uh because I
[01:27] have a really good reason as to why I'm saying that. I'll also be talking about how long I think the current bottoming phase, the the accumulation phase we're in is likely to last, as well as I paid $300 to get access to the new Grok 4.2
[01:41] heavy. At this point, I pretty much pay for like every advanced AI tool in and test them and uh make sure I'm up to date and learning. Uh and the first thing I asked Grok heavy was what it predicted as far as price-wise when it
[01:55] comes to Bitcoin over 2026 and 2027, and the results were actually really, really surprising. Okay, first off, I've been talking about over the last couple videos how we've been in a silent recession since basically 2022 that
[02:08] nobody's talking about and that's kind of hidden by the mirage of the S&P 500 hitting all-time highs, Bitcoin hitting all-time highs. And actually, if you look at these things, valued in gold, or you look at the dispersion of the stock
[02:21] driven by AI and and just the hype around AI, you you see a completely different picture of the economy. And kind of to back this up, here's uh from Barchart talking about the US housing market and how pending home sales fell
[02:35] to the lowest level ever recorded. That's not the lowest level of the last 5 years, of the last 10 years, that's the lowest level ever recorded. Here's how 12.7% of credit card loans are now in serious delinquency, 90-plus days.
[02:50] The second highest in history, the only other time that percent was higher was the aftermath of the global financial crisis. And you actually see on this crisis, this is where we're at right now. And finally, here's another one
[03:02] talking about how 1.7 million cars were repossessed in 2009 during the great financial crisis, 3 million cars were repossessed in 2025. And obviously, in evidence after evidence after evidence after evidence showing that although you
[03:16] have this kind of mirage again of S&P 500 at all-time highs, etc., the underlying economy is not doing so great and it hasn't been doing so great since 2022. You had this crazy bull run in 2021, you had this crazy amount of money
[03:30] printing and loose credit in 2021, and we have been paying the price ever since. So, the conditions that have preceded past crypto bull runs in 2013, 2017, and 2021 have never been present between 2022 and today. In fact, it's
[03:45] been the exact opposite. It's been abysmal conditions for crypto, for a bull run, for alt season, etc. And a lot of people wonder, well, how can that be? Because Bitcoin hit all-time highs. I mean, we were at 120k. So, well, you
[03:59] pointed out many times, sorry, this chart's a little bit blurry, past bull markets were driven by retail FOMO, by excess and froth in the market, in the economy. But this one was basically just institutional structured bid. These
[04:13] ETFs, all the hype around that, was the structured bid that pushed price up. But also, there was a a record amount of debasement that happened in 2021. And that debasement means that dollars are worth less, and so assets reprice and
[04:27] actually price the gains of Bitcoin and gold, it's been negative since 2022. We have not made positive gains versus gold. Well, that's not the case here. Bitcoin definitely made massive massively
[04:41] time period. But even the S&P 500 is negative versus gold since 2022. Versus over this decade, the S&P 500 actually outperformed gold. But that trend has
[04:53] been slowly shifting, where in 2022, the macro picture was bleak. Every year, year over year, you've seen this picture get better and better, to where today, get better and better, to where today, in 2026, conditions actually look ripe
[05:06] for an economic expansion, for an expansion of the business cycle. As again, I've pointed out over and over in this chart, we have not been in economic or business cycle expansion territory since 2022, but we just finally crossed
[05:20] sustain. You need to see this continue to go higher for it to be real. You an indicator that we're heading the right direction. But it's one of many heading the right way, and that we're heading toward the proper underlying
[05:35] conditions that typically precede a real Bitcoin crypto bull run, a real alt season, that excess and froth, that uptick in the business cycle that pushes markets into overdrive. And I believe that's going to kick off this year with
[05:49] of the stimulus and all that kind of stuff that politicians like to do to try to try to make sure that they win the midterms. And this just came out yesterday. And this is Trump saying that even still, even after the Supreme Court
[06:03] struck down tariffs, which if you guys haven't been following the Supreme Court came and said Trump tariffs are legal. Trump knew this, you know, was a possibility, had a prepared backup plan, which is basically
[06:16] these tariffs, which he announced basically that it was either same day or the next day. That gives him like a 100 It's like 155 or something like that day extension for the tariffs. It was not outlined
[06:29] specifically in the Supreme Court order if they had to do refunds or not, and so that's a little bit of a mess. And I was actually kind of concerned that that would mean that we wouldn't see any sort of tariff refund checks. But here's
[06:42] Trump reiterating that the $2,000 tariff dividend checks. Now, anything he's approval. I don't know if that's going to really still on the table or if he's just kind of
[06:55] past. And that doesn't even really matter. The point that matters is that politicians will and can do whatever they is in their power to try to win so you can expect more spending, more stimulus, etc. going into the end of the
[07:12] year. And I mentioned that I paid $300 for Grok 4.2 heavy to ask it what it Bitcoin's price going into the end of the year and into next year. If you guys don't know about Grok 4.2 heavy, they have a lot of these things where they'll
[07:26] AI models and they'll give them real money and and have them trade. And consistently Grok 4.2 has been the winner. It's held like the first, fourth, fifth, sixth, and seventh spot in these tournaments Um, across the
[07:41] And so, I've wanted to get my hands on it and test it out ever since seeing that and kind of see what it thought as far as Bitcoin's price, etc. And there's two forms of Grok 4.2. There's normal Grok 4.2, which is like just the normal
[07:54] model you use, and then there's 4.2 heavy, which actually uses 16 different conclusion. It's like the pro, you know, advanced version of 4.2. And so, that's asked the question as far as like what it believed Bitcoin's price would do
[08:09] going into the end of this year, as well as into next year. And I'm going to talk I wanted to talk about why I'm so bullish going forward here for crypto. First off, it's what I was just talking about. I believe economic conditions are
[08:22] going to be insanely bullish for crypto because crypto performs in environments of froth, especially altcoins. That's when they shine. We haven't had that We're just starting to get there. We're just like rubbing up against what would
[08:36] just like rubbing up against what would be like 2013 level conditions, and that that, I actually think crypto is headed for maybe the single biggest crypto bull run in all of exist like all time for for crypto because of a couple different
[08:50] factors. The first one I've talked about extensively, and that's the new macro on-ramps, institutional adoption, institutional marketing for crypto, and that's just insanely bullish for crypto. That means crypto specific liquidity has
[09:04] massive market out there, massive amounts of liquidity. Crypto's only ever gotten a small, small sliver of that. But now the on-ramps into crypto make it so that we can get much, much more of that liquidity, and, you know, BlackRock
[09:17] really bullish on crypto despite the negative price action because the number one performing product. It They've made the most money from that product than anything else. But beyond that, think about the dot-com bubble.
[09:31] the internet was this massively transformative technology, and so you had this massive bubble round it. And with that bubble, you had a lot of these like low-quality stocks and, you know, all this kind of retail mania and FOMO
[09:46] stocks. And so, and I would give the example pets.com, which is like this example pets.com, which is like this infamous internet uh stock that was just mooned. Everyone was getting in thinking this was going to be like the
[09:59] future of, you know, everything because of the internet. And uh in reality, it you know, you have a lot of these kind of scam just nonsense tokens that go up in price uh that really don't go anywhere, okay? But, this is typical.
[10:13] This is very typical of retail-driven bubbles, okay? Retail manias. This has well before the stock uh the dot-com bubble. There's just a reality that when you know, there's a new transformative technology, they want to invest into
[10:27] something, okay? And uh most retail traders are just not they don't do their and they also they don't understand the technology. No one really does uh at that point at you know, 1999, 2000, people didn't understand the internet in
[10:41] know, today. And so, you have a lot of not understanding and they invest in a lot of things and a lot of things go up and everyone's getting rich and uh then it all comes crumbling down. Now,
[10:54] bubble, like, you know, this is this is the AI bubble. But, in reality, we haven't had any sort of retail-driven mania. I mean, you you can talk about things like uh Microsoft or Nvidia, you know, Oracle, etc. But, these are, you
[11:08] company. That thing ain't going to, you know, 10x anytime soon, okay? Uh retail wants access to AI. Uh they know it's the future. Uh but but there's not really anything good that's small to invest
[11:21] into with AI. Uh but, it's my belief that when the true AI bubble comes, uh there's going to be a crazy dot-com bubble-type mania at some point. Th- There always is. There always is. And when that comes, you're going to see a
[11:34] lot of people piling into AI trades. But my belief is it's not going to be stock trades. Uh but you're going to see a huge swath of people piling into crypto AI trades. And I'm not talking about like crypto meets AI. I'm just I'm just
[11:46] saying they're going to be tokens, uh you know, in crypto. Uh they might not might be pure AI plays, uh but they're just on crypto rails. Because that is the way today that you get access to these low-quality kind of low-budget uh
[12:01] investment plays. Basically, I'm saying that the 2021 mania was driven by like NFTs and DeFi, etc. And that was like the kind of the hot thing back then. I going to be necessarily even driven by like crypto stuff. Uh there's going to
[12:14] sure. Uh but I'm saying I think the mania and the hype is really going to be be what people are investing into in tiny AI crypto tokens. They're going to be like, "Wow. Uh look at these things.
[12:28] million market cap or wow, it's only a billion market cap. Nvidia, you know, this is going to be the Nvidia of uh crypto. And then it's going to be to a people do. And if you think people are, you know, uh not going to do that, like
[12:41] think about all the stuff people invested into in crypto and think it's Think about all the junk stuff they did in 2021. Fundamentally, retail hasn't same in terms of of those things. They're just going to see AI crypto
[12:56] believable story, probably a really sick website. They're just going to be like, crazy and this is going to be the future and I'm putting my entire life savings into it." That that's what retail does. So, imagine what is going to happen when
[13:09] you have AI crypto tokens promising that the future and you have this AI-driven bubble mania. That is where I believe you're going to see the next great epic, bigger than 2021. I and I'm calling that right now because if if the dot-com
[13:22] one of the most transformative technologies in existence, Um, obviously, in my mind, the AI bubble is going to be a lot bigger than that because AI is the single most transformative technology in all of
[13:36] single most transformative technology we ever make. Okay, so AI is going to and maybe some of you guys don't believe this, but I am a power user of AI. Like I pay for, like I said, all the advanced anything like GPT Pro, all that kind of
[13:51] stuff that I can get my hands on, deep Google Deep Think. Um, I use it extensively. And there's a huge gap between like the intro, you know, GPT using 5.2, you're like, "Ah, this thing's so stupid." But, if you're using
[14:04] I can't believe it can do this stuff." And so, you can kind of see a a couple you realize like this really is going to revolutionize everything. If If you're out there coding with Codex or Claude Code Max, you're you're like, "Okay,
[14:18] So, I think the people that that are power users of AI realize where this is going and they realize this is going to be the most transformative technology in all of existence. And I think most people haven't caught on onto that yet,
[14:31] but they will soon. And kind of to back me up, this has been going around on X lately and it says each dot is 3.2 million people. The red dot are people that are using like Codex and Claude Code, etc., which is a very, very small
[14:44] the ones that are paying for, you know, 20 bucks a month for AI. So, they're like they're they're some of the the paid users of AI, very, very few people. Um, the green dots are like free AI users. This might be just they're on
[14:58] know, generating songs or whatever, okay? Um, there's a wide breadth of AI usage. Doesn't mean they're actually using AI in any meaningful way. And this the majority of people haven't even touched AI today. They have no idea what
[15:14] this is capable of, but I think that is going to rapidly change soon. And so, my belief is the greatest bubble of all time is going to be around AI. It's not I've talked about this all all the time and I'm not the only one that's talked
[15:27] that that are being built are being used, okay? There's not There's no GPUs there waiting to be used as we get more users. Like they're all being utilized. So there is no AI bubble today. CapEx spending and all that kind of
[15:42] stuff it's healthy. It's being utilized. Like we're spending record amounts on AI because we're in an AI arms race, okay? My point is there will be bubble. There when underlying conditions are there. We're finally approaching that with with
[15:55] the market and the economy. I think as this ramps up, that's when you're going froth, you're going to see the speculation around AI. And I think that speculation is going to happen on crypto rails because that's the best place for
[16:07] rails because that's the best place for rapid low-quality things to propagate. invest into because they don't want to buy a trillion-dollar You don't want to They want the next big thing. They missed out on that opportunity. They're
[16:19] And so I think there's going to be so much money that is that's about to be made in crypto AI. I think for some of you guys is connect you're listening this and you're connecting it and you're realizing a bigger bull run than 2021 is
[16:31] AI. It's going to use crypto and that is the next catalyst for crypto. And that think the wait will be worth it. And I'm sure if you knew like, you know, 2021 going to happen next year, you know, even in two three years three years, you
[16:46] level bull market, you would be positioning for that because you would when it came. If you guys were around during that time period, it was absurd how much money you could make if you got in early. I got I got in early and I
[16:59] turned $760 into $150,000. That That's not even That's like like >> That's weird. The And I think this next bull market around AI and crypto is personal belief. I put my money where my mouth is. I am fully invested in the
[17:14] market. If I'm wrong, I I will pay the price, but but I believe this is where we are headed and and and all those dots line up as a trajectory for for now and current price action,
[17:29] basically I've talked about this a lot in the OC is that we have to have a out higher. And you can see we had a consolidation period. They usually last about 50 days. This is about 50 days. And what happened during the last one is
[17:41] we tried to break out higher, then we had this crazy headline event around tariffs and all this kind of crazy stuff that sent us a whole 'nother leg lower. same thing. We need to consolidate for about 50 days. This is
[17:55] shorter, could be longer, whatever. Without some sort of crazy headline are kind of going through a little bit of a crazy headline event. So far it hasn't really broken us too much lower. But but that is kind of the dip we're in
[18:09] sustain some sort of bottom for those 50 days before we can start to tread higher. That puts us around, you know, early April. Maybe that, you know, maybe sort of breakout. This is a pretty strong bottom right here. All those
[18:22] like they they look at this, they see that as resistance and a lot of stuff that's got to be worked through. So that does kind of help us a little bit. But but we're in a wait-and-see period. So if we go 50 days, we have another crazy
[18:34] lower. Or during that 50 days, maybe we go lower. So we're very fragile until we basically stuck in this loop until, you know, we could keep doing this over and stair-step lower and lower and lower if we don't have enough strength and enough
[18:50] betting on those economic conditions and going to be able to break out. I actually think there's a strong meaningful case that around April we could start to see that breakout and
[19:03] only one that thinks that. Like I mentioned, I paid that $300 to access Croc Heavy. This is what it predicted for 2026. Basically it predicts that we'll end the year around 155k for Bitcoin's price. You can see every month
[19:17] dissuaded by that too much. It had a reason for that. So, I asked it why it "The Bitcoin month-over-month tables I shared do not predict that prices necessarily will rise every single month. They are a smooth illustration of
[19:30] the expected net upward trend over time. I present progressive base case ending simply for clarity and readability so you can easily see the compounding hotel winds like ISM expansion and liquidity growth. So, it's not
[19:43] month is going to be up. It's just kind of plotting the path of where it's going to go and smoothing that over. So, it's saying 155k by the end of the year. What's even more crazy is I asked it what it would thought for 2027. It
[19:55] thinks it continues to hit higher into 2027 hitting a high of 240k. I asked it to predict 2028. It still thinks it's going to continue to go higher in 2028 going to continue to go higher in 2028 all the way into 2030. So, basically
[20:08] according to Grok Heavy, it thinks that from here on out. It's It's predicting a super cycle to 2030. Now, this is for fun. This is we're going to be in a super cycle till 2030 myself.
[20:21] Grok 4.2 Heavy is more bullish than us all and I wouldn't even give it any credibility except for it consistently crushes on the benchmarks when it comes to actually trading. So, I think it gets I mean it has earned some amount of
[20:34] credibility and I would love to believe that this is definitely true. But, you time will tell. We'll have to see. But, that's pretty crazy prediction that by that's pretty crazy prediction that by 2030 we should be up around 560k.
[20:46] And this was that leaderboard I was talking about or this is one of the leaderboards and you can see it does score number one on on rank and its reasoning for why it predicts that. It says, "Bitcoin forecast project net
[21:00] price growth from today's 67k levels through 2030 because because behaves as delivers higher highs in economic expansions and rising liquidity even after normal corrections of 15 to 50%. Research suggests the base case path
[21:15] reaches 155k by end of 2026, 355k by end of 2028, and 560k by end of 2030 with wide ranges allowing for dips, etc. possible 60k to 80k lows in 2026 before
[21:27] recovery. This net upward trend bias comes from supportive macro signals like comes from supportive macro signals like ISM, PMI, uh liquidity, ETFs, clarity that with a grain of salt or you know, however you want to take that. But
[21:40] despite the months uh of negative price action in the all-time low sentiment, I think I'm going to win in the end of this. And if I'm right and we do have this crazy AI bull run or whatever, and and and and you know, things go bananas
[21:53] and I make a ton of money and like uh I won't even remember this. I I won't won't I won't be like looking back and be like, "Geez, like, "Cool, I've I've made it like a fortune." And sometimes it's just about
[22:06] that. You know, like after in 2020 during the COVID dip, you know, those people had to hold. I bet they felt super stupid not selling uh when when you know, right before the COVID dip. But the ones that held through to the
[22:19] other side, I bet they felt super smart riding it up into the 2021 bull market. entire portfolio or you want to see every time I buy and sell various tokens as well as different weekly video market updates, uh currently the Obsidian
[22:32] you can sign up for the waitlist in the description of this video. Anyways, week. As always, none of this is financial advice. None of this is me money. I'm clearly not your financial advisor. I don't want to be your
[22:44] own research and make your own decisions for yourself like a grown adult. If this videos like this, make sure to hit that subscribe button and the little bell next to it to be notified each time I release new videos. Thanks for watching
[22:57] release new videos. Thanks for watching and I'll see you next week.