his thesis is that anyone who wants to sell has a price target below $74k or over $100k

He's the one who has been calling $200k every year since 2020. 😂

He's a fucking idiot. "220000 still in play" for the last 5 years or something like that.

Probably based upon the order book….im not looking at it at the moment but that’s usually what a statement like that means… “The market has no supply” not the asset itself