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https://warpcast.com/~/channel/brypto
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Icetoad 🍕 🎩 🐈
@icetoad.eth
Bitcoin has passed Amazon in marketcap! Apple, you're up next...
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kripcat.eth
@kripcat.eth
Would be nuts if BTC flipped Nvidia this cycle, given all the attention on AI atm.
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Augustus Caesar
@augustuscaesar
I think it’s happening. Bitcoin will probably rise further. Gotta understand that rates have been frozen above 4% since we hit 100k.
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Icetoad 🍕 🎩 🐈
@icetoad.eth
That would mean BTC would be 202k, and that's assuming Nvidia stayed at current price.
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Augustus Caesar
@augustuscaesar
I got BTC at 238,000 minimum.
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Icetoad 🍕 🎩 🐈
@icetoad.eth
I had my high for the year pegged at 125-140k and it seems I may have been too conservative, but I also didn't expect as many BTC treasury companies as we are seeing.
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Augustus Caesar
@augustuscaesar
I don’t think 238k this year. Next year. Powell is beating the market & he won’t stop
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Icetoad 🍕 🎩 🐈
@icetoad.eth
What do you mean he is beating the market?
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Augustus Caesar
@augustuscaesar
US Fed Balance sheet has been declining for years and is still declining. Furthermore it he is holding rates higher and really suppressing prices all across asset classes (a good thing because housing is deflating month over month) Regardless, the price of any given asset is being suppressed by Powell’s actions and are rising now more due to fiscal green lights vs monetary green lights. Q3 2026 - Q3 2027, I expect both fiscal & monetary policy to be green at the same time. At which point the crypto prices can accelerate further beyond its current levels. https://media.tenor.com/CnnVRq6etNgAAAAC/slap-beat
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Icetoad 🍕 🎩 🐈
@icetoad.eth
It is really more so the global liquidity cycles lining up with the halving cycle that has produced previous 4 year cycles. Interest rates are part of this equation but they aren't the only thing.
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Augustus Caesar
@augustuscaesar
Previously the us wasn’t at > 100% debt to gdp or > 500% gdp to revenue. Thats a huge part of this theory
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