Bitcoin

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Anthony Pompliano: And then for the next hour, you're stuck with me, so hopefully I don't bore the shit out of you. But I'm going to spend 10, 15 minutes maybe talking. I was talking to some of you guys earlier, so I've got maybe some things to share, both Sylvia related, but also macroeconomics. And then you guys will just ask questions for 45 minutes or so, and then we'll get into the guest, if that works. Sound good? Yeah? Awesome. How many people here live in New York? Okay. Like a little more than half. How many people here use Sylvia? Okay, that's good. You're at the Sylvia conference. That's helpful. How many of you own Bitcoin? Okay. Should I be worried that more people own Bitcoin than use Sylvia? And then how many of you here use some sort of AI product just in general? Okay. So basically it's like Bitcoin AI audience, maybe, so we think about it. My general thought process is... Let's start macro first and we'll talk about Sylvia. On the macro economy, there's three things that are true. The first thing is everyone that you thought was smart is dumb. Everyone you thought is dumb is smart now. And this is something that's happened in society over the last six or seven years. But once you see this, you will not unsee it. Historically, in the 2000s, 2010s, every time you saw economists says you were like, that must be fact. Now, when you see economists says you can pretty much discount it, that is completely wrong. And the reason is because the world changed, not the economists changed. And we know that because the economic data is wrong. Their frameworks are wrong. And that's not my opinion. It's just me as a market observer. For example, if I told you interest rates go up and I said to you, economics 101 quiz, what happens to stocks?

Should I be worried that more people own Bitcoin than use Sylvia?

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Audited predictions

Hit: 1 Miss: 7 Open: 1

Jordi Visser
If we get above the 200-day moving average with everything that I just said, which is up up north of 70 at this point, I do think that that's going to be the beginning of the next phase of crypto and the next phase of AI. We'll see if it happens in the second half of the year. I think it will.
Open

Deadline: 2026-12-31

Video: Everyone Gave Up On Bitcoin At Exactly The Wrong Time
Bob Loukas
in the meantime, it's possible that we get a bounce back up towards that 10 week moving average, maybe 73 or so, and then resume the trend lower
Miss

Deadline: 2026-07-04

BTC-USD high real en [2026-06-04..2026-07-04] = 67248.13 vs objetivo >= 73000.0

Video: ThE fOur YeAr cyCle iS dEAd
Bob Loukas
by March, April I think we'll see a bounce back, we may get back to the 90,000 level, 95 or so
Miss

Deadline: 2026-04-30

BTC-USD high real en [2026-02-05..2026-04-30] = 79488.17 vs rango objetivo 90000.0-95000.0

Video: It's Not Different This Time
Bob Loukas
seven red candles and we're at the 50,000 level or so by the May time frame could well induce an early cycle low
Miss

Deadline: 2026-05-31

BTC-USD low real en [2026-02-05..2026-05-31] = 60074.20 vs objetivo <= 50000.0

Video: It's Not Different This Time
Jordi Visser
until we close, which I believe we will at some point soon, whether it's the beginning of next year, even the second quarter. Once we close above 92,000, three days in a row, I think we'll start heading higher again.
Miss

Deadline: 2026-01-20

Corregido manualmente (Rafa, 2026-07-12): la cita es una condicional 'once we close above 92,000, three days in a row, I think we'll start heading higher again' -- el nivel 92000 es el DISPARADOR/premisa que Visser da casi por hecho, no su prediccion real. Su pronostico real (incierto, 'I think') es la continuacion alcista posterior. El disparador SI se cumplio (BTC cerro por encima de 92000 siete dias seguidos, 13-19 ene 2026, pico 96929 el 14-ene) pero la continuacion NO ocurrio: BTC se desplomo a la zona de 62-70k a principios/mediados de febrero 2026. Evaluada la condicional como unidad (disparador + consecuencia), la prediccion en conjunto fallo -> MISS. Precio resuelto = cierre en horizon_date (20-ene-2026): ya de vuelta por debajo de 92000. Ver issue #55 para el detalle completo.

Video: From Apps to Agents: Why 2026 Is the Real AI Inflection Point
Bob Loukas
yes i do believe we're going up to 150 000 or 200 in this four year cycle
Miss

Deadline: 2022-12-31

BTC-USD high real en [2021-01-09..2022-12-31] = 68789.62 vs objetivo >= 150000.0

Video: The Next Leg - 4 Year Journey
Bob Loukas
this is what i'm concerned with this is what i'm i'm really focused on is is looking at price getting up into this 100 000 range give or take right
Miss

Deadline: 2021-12-31

BTC-USD high real en [2020-08-21..2021-12-31] = 68789.62 vs objetivo >= 100000.0

Video: The Person in the Mirror
Bob Loukas
around the April timeframe of next year's where I believe it eventually it probably probably gets a lot of resistance that $20,000 level
Hit

Deadline: 2021-04-30

BTC-USD high real en [2020-06-12..2021-04-30] = 64863.10 vs objetivo >= 20000.0

Video: Only The Strong

Directional signals

Jordi Visser
AI purest AI trade is Bitcoin. Bitcoin is energy. It has an energy component. There's a mining component. They were the first digital people to build out these centers. For everyone who wanted renewables, guess what? Bitcoin's going to help you be more renewable. Bitcoin miners give you flexible price-driven demand. They turn cheap or stranded electrons.
Video: The Real Bubble Is Coming: Why Bitcoin Is the Purest AI Macro Trade
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