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Published 17 Sept 2026, 18:28 UTC · fetched 3 Nov 2026, 13:37 UTC
Mike Alfred
@mikealfred
In reply to · 16 Sept 2026, 20:02 UTC · context given to the AI
Our base case for Bitcoin through 2030 is a 50% CAGR. This is the first time we’ve shared our multi-year Bitcoin outlook publicly. While sentiment has turned more bullish in the short term, we think the market remains too cautious about Bitcoin’s macro backdrop over the next several years. Here’s my full conversation with @watchbmtv. TIMESTAMPS 00:00 Metaplanet Executive Compensation 04:34 Hiring Adam Livingston 06:21 Who Is Investing in SATA? 08:15 Digital Credit vs. Treasuries 10:17 Building a Bitcoin Yield Curve 11:42 SATA’s Long-Term Sustainability 13:53 The Dollar, Rates, and Bitcoin 17:09 Strive’s Premium Strategy 20:06 The Future of Digital Credit $ASST $SATA@ColeMacro I’m cool with 35-40% but 50% would be fantasticView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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