Founder & CEO @ Blue Aster Capital, Founder @ CREBACO Global
Everyone has a target. Bernstein says $150K. Stock-to-Flow says $150K-plus. But the more interesting question is: who actually gets Bitcoin there — and who is left watching from the sidelines?
One is money. The other is infrastructure. Both can win — but for completely different reasons. Here is the framework I use to think about it.
Gold has 5,000 years of trust. Bitcoin has 15 years of proven performance. Neither is winning the argument — both are winning the portfolio.
When governments cut countries off from global banking rails, those countries don’t disappear. They find new rails. And right now, those rails are on-chain.
Crypto never sleeps — and that is exactly why AI wins. In a market that runs 24 hours a day, seven days a week, speed is the edge. And AI now has more of it than any human does.