Replies (104)
Exactly! 2025 was just the 'character development' phase of this movie.
If BTC didn't give us the $200k gift wrap this year, it’s because it’s busy preparing a triple crown for 2026. Crushing gold, silver, and the dollar all at once isn't just a pump; it’s a takeover.
We’ve survived the 'refreshing the chart every 5 mins' ritual, so we’re ready for the big stage. I’m pinning this note. Next year, we won't be checking prices; we’ll be checking the history books.
The rocket didn't stall—it just decided to take the scenic route to glory. See you in 2026 at the top!
Based on what?
vibes
Harmonics are high
All these charts are in USD
@Hanshan 👻
lets give credit to the the gold and silver investors , they have suffered much. I own 100 oz. of silver. Its good street money for the people.
Yestr
Vibium?
Keep people accountable 🫡
View quoted note →
I kind of like price-adversary years tho. I feel free to talk about bitcoin without anybody thinking I’m shilling
😮💨💨

Time to surprise people to the upside 🚀
ALL CAPS ODELL NEEDS TO COME BACK TOO
vibe
if im wrong plenty of people will remind us
and if i am right then i will remind you 😂
always has been
Oh no, now we are doomed. We got an Odell price prediction. Super cycle to the downside confirmed 😭😂
Silver is a bribe the local cops to let you out past curfew. Gold is a bribe to the boarder agents to let you leave the country. Bitcoin is the money you take with you to start over.
🤣
Bear market signals
lmfao
"i expect USD investment in Bitcoin to increase faster than investment in gold and silver"
I'm shocked 😑
maybe we'll get 200k by conference day.
the smart money is watching the hashrate in 2026
@mister_monster
This agrees with my narrative so it must be true
nope, weird conflation
and sure, hash rate is an important metric too
Its ALL CAPS ODELL
That marks the start of the bull,
Cattle Bike Loading ...
#haiku
Ride or die 🤠
🥸🌟👌
And
@Marty Bent is bearish on 2026
if you still think that 1 btc = 1 btc than why are you convererging and thinking in fiat or metal 🫂
I just got called smart money.
🥹
The more people that hold cash balances in bitcoin, the easier it is to spend, the less fiat the world becomes. Price is the marketing team
🎯👌🏾
They're proxies for all the things we need to buy with btc eg food, houses, energy, etc.
Not in doubt
What's your opinion on the delayed construction of AI datacenters in the US due to the energy constraints to power these massive datacenters? Is there a possible 🚩 that professional miners will be ordered to cease their operations in order for the AI guys getting their power instead?
$58k by conference day
Inverse Odell? 😜
Based on their cult mentality.
👌🏾🫂
Oh, no. I just had PTSD from "$200k by conference day" .... 😂🤣🙏
Work and stack sats
If everyone expects, it's not gonna happen.
Stop It You were all wrong in 2025. Hahahaha
But price doesn't matter :)
GM◝(ᵔᗜᵔ)◜FafOz/*****
Randman! You're back!! Gr8wayz
finally had a minute, nice to C YODL & how R *U* lol, hope you are well and thriving/*
I whole heartly agree that a even greater compression will eventual be relaized - but not in 2026 maybe 2029 the earliest.
The amount of blood that will need to be shed for Bitcoin price to exceed Gold/Silver is most likely a thought a few can stomach. I expect European based Bitcoiners will see this long before American style Libertarian's do.
I expect the opposite in 2026. Gold and silver will manifest their destiny in a new monetary order that thinks it can exlcude Bitcoin. BItcoin-maxi's will be in disbelief about the prehistoric relic gold price performance. Envy will the the test of 2026.
Bitcoin can be expected to track even more tightely with mag-7 and it will be further engrained by trad-fi MONEY experts - that Bitcoins "STORE OF VALUE" narrative is dead and the the death of the 4 year cycle will only be the mother of all bubble pops -- seems strange that Wall ST vets in their 50 and 60's are so positive that Bitcoin will be trading at the $10 k level.
Of course it won't be.. but the narrative is going to be bitch to handle. I am jsut happy to DCA and no rush for the Samson's moon candle to manifest - it is a certainty, I just do not know if it will be in my lifetime.
Beside you freaks regardless!
i was definitely wrong this year but i also very loudly faded the super cycle promoters so i got that going for me
i own my mistakes, predictions are fun to look back on, get over it
Right or wrong, stack as many sats as you are able to.
whats the weird conflation?
that chart is (XAU/USD)÷(BTC/USD)
does the USD price of gold and USD price of Bitcoin not measure the amount of dollars chasing those assets?
or do you have some secret market where theyre actually trading Bitcoin in gold without any relation to USD?
these are fiat-denominated charts
measuring relative fiat investment.
comparing bitcoin directly to competing monies is the most objective metric
market dictates relative purchasing power
just like xmr/btc is highly relevant, and unrelated to a ‘usd investment’
This is the correct way to think about btc price imho
View quoted note →
calling them monies doesn't change anything
its literally the amount of usd chasing Bitcoin compared to the amount of usd chasing xmr/gold/silver. that fiat trying to find a safe haven.
how is that "unrelated to usd investment"?
or you think the price increase in silver is because suddenly more people think its a better money?
and that will change sometime in 2026?
your graphs are primarily measuring relative fiat speculation.
I don't think of it as a purity test. I think hanshan has a unique insight into that usd is the unit in which all things are valued. The dollar value is what these charts still show.
its retarded semantics
“most xmr is traded against usd, so if you use xmr to buy things you only care about fiat price”
its not a purity test.
UoA matters.
what we are *measuring with* matters.
I am really not trying to be semantic. Is the value of the gold, silver, bitcoin not priced in dollars first before comparing them to eachother as priced in dollars?
This is a good take.
i’ve been saying that you should not be pricing bitcoin in dollars.
gold is the ultimate test of the scarcity of bitcoin
View quoted note →
you can translate relative value between liquid markets
what pairs those markets trade in is irrelevant
most xmr and btc is traded against usd
there is still an exchange rate between the two that is irrelevant of usd
🤣🤣🤣
Bring on the big brain 🧠
How is the exchange rate between gold and btc made without usd?
added to the chart! new ATH in USD in 2026. gotcha.

people trade btc and gold p2p
the most liquid markets are in usd
people trade btc and xmr p2p
the most liquid markets are in usd
pro tip
dividing the USD price of something
by the USD price of Bitcoin
doesn't change the unit of account
your personal "unit of accounting" maybe
Added to the chart💻😱.
ATH next year in USD means at least something around 130k per coin.
Let’s track it.
View quoted note →
okay so how do you measure it🤣 is there some secret we’re missing here
but clearly you're not interested in why the difference might be important to understand 🤷
measure what?
i honestly dont understand your point
But the p2p are still trading the known usd value of btc for the known usd value of xmr even if they never touch it
how else would the trade get determined?
Only under duress or immediate utility value does a trade take place outside of a usd valuation under it in my mind
I recently sold a guitar for coin. We agreed on the price, in sats, a couple days before we met up. There was no back and forth trying to triangulate the BTC:USD rate at the exact moment we made the trade 🤷♂️
Yeah the dollar value of the guitar was traded for the dollar value of the sats.
I think the point is that we all still think and measure in dollars and it is incredibly challenging to create a world where btc is the actual independent unit of account.
Cool
the point is we are still measuring the relative amount of US dollars chasing different assets.
we do not magically get to a hard money standard by dividing two fiat prices.
when the underlying UoA is fiat, we inherit those fiat distortions.
the moral of the story is
"accurate pricing is impossible on a fiat unit of account"
this needs be taken into consideration by bitcoiners.
i know it LOOKS like semantics, its not.
its a fundamental distortion in prices that is invisible to most. a fish doesn't know the water etc...
i appreciate your point about the less liquid markets. those probably have more accurate pricing.
i think this is important point because it demonstrates exactly HOW challenging it is to break out of fiat evaluations and to truly use Bitcoin in a sovereign way.
ie, small communities, pricing their needs *directly in Bitcoin* without any relation to fiat UoA insanity.
if you do this purely, without ever looking at the USD valuation of those sats, then it's a true Bitcoin standard.
but if we're always dividing the USD valuation of a thing, by the USD valuation of those stats, then it's not really a Bitcoin standard.
its still a fiat standard.
I'm not saying don't do it. definitely, trade in sats as much as possible.
I'm just saying don't fool yourself into thinking that you're off a Fiat standard.
but we need is communities that can get self-sufficient to the point where they can price their needs directly in sats without looking US dollars.
We all except that every year :D
*what we need
with very few exceptions, all prices are measured in USD.
its a big fucking problem.
The claim that "professional miners will be ordered to cease operations to prioritize AI datacenters" lacks direct evidence in the provided sources. While energy constraints are a valid concern for AI infrastructure, the research highlights specific cases of mining shutdowns due to regulatory issues (e.g., rezoning failures in Toledo [[1]](
https://www.facebook.com/13abc/posts/a-mining-operation-in-south-toledo-was-ordered-to-cease-operation-after-a-plan-t/1206662551489643/)) or geopolitical tensions (e.g., Barrick Gold’s Mali operations [[2]](
https://www.reuters.com/markets/commodities/mali-started-flying-gold-stocks-out-barrick-site-saturday-sources-say-2025-01-13/)), not systematic policy shifts.
AI and mining both consume significant energy, but there’s no indication of a legislative or regulatory framework prioritizing one over the other. The cited sources don’t mention AI datacenters directly, and the broader discourse on AI’s economic impact remains speculative [[1]](
https://www.reddit.com/r/Futurology/comments/1ofj1mp/if_ai_takes_over_most_jobs_and_leave_humans/).
Is there evidence of specific policies or discussions framing this conflict? Or is this a hypothetical scenario? The energy transition debate is complex, but conflating general constraints with targeted shutdowns risks oversimplification.
Join the discussion:
https://townstr.com/post/826bb02795391e813fcb63de41dd0f2010196b549c46039bf7ee00be2ae0ca90
it appears to be another quantum leap in perspective for many.
the first step seems to just be telling bitcoiners "you dont magically get a 'hard money' price by dividing by (BTC/USD), you get the fiat-denominated opportunity cost."
their supplies are unverifiable and technically infinite. i know what i want to hold
Don't think so.
Core v30 destroyed bitcoin.
It's not a coincidence that ATH was the day core v30 was released.
Until they fix Op return bitcoin is doomed.
But the usd value is completely canceled out in the equation.
in pure mathematics, sure. the denominators cancel out and you don't have to worry about it.
IRL you're still measuring based on *some consistent thing*
the point is that it matters WHAT THAT THING IS.
because you inherit the distortions of the thing itself.
My take:
Silver up to $150 main
Gold steady climb
Bitcoin drop to $58k, small climb then drop to $40k before bouncing to $210k
All before end of March!
That is exactly why 30 : 30 : 30 portfolio rocks
BTC : GLD : VTI ..
No rational investor ever puts all their eggs on one basket ..
Yes
Dear AI, am talking about bitcoin mining, not mining in general.
Looks pretty over sold right now
I don't get it either. The cycle is intact until it's broken. Everything else is just talk and hopium until we see it break.

this is waxwing illustrating my point beautifully.
its ridiculous to believe you somehow get rid of the UoA *by dividing two prices denominated in that unit of account*
the result is *proportional USD value*. the USD doesn't magically disappear because THATS WHAT YOU MEASURED WITH.
there's an argument to be made that the proportion would work out the same, no matter what UoA the market was using to denominate prices.
but that doesn't hold water IMO.
if we had any isolated markets that were denominating freely in something like gold or silver (free of USD market influence), i dont think the valuation of commodities would work out AT ALL like the USD denominated markets do.
what we use as the underlying unit of account *distorts pricing*
and don't even get me started about "are USD consistent across different markets and at different points in time"
because they're not. your "lets see where there charts are next year" means little.
what you will be measuring with will be a *different "USD"
this must be deeply appreciated.
npub1vadc...nuu7
But the usd value is completely canceled out in the equation.
View quoted note →
Pretty good articulation (compared to past ones), even if it's still a bit impossible to argue against the math. I still like the xmr discount you get in some specific markets as a concrete example, iirc. In that instance the arbitrage may not be wanted, as "cleaning the trail" might be considered more costly to seller than the discount.
Thanks 🫡
although im not clear what "argue against the math" means? you mean they obviously cancel out?
like when I divide the USD price of a 2010 Toyota Camry by the USD price of Bitcoin, US dollars disappear and have nothing to do with the proportion I get?
Yeah, the canceling out thing is hard to ignore. UoA and deep liquidity (hence easy arbitrage) is a tough thing to break from.
Was thinking other day though, that if you stretch out the time between trades, then you can more clearly see how it's different trading pairs, since usd price for things fluctuates a good deal over even relatively short times. I think it's a gradually then suddenly thing in the end. Maybe we slowly chip away at USD UoA as markets freeze up here and there, and people use BTC (or xmr..sigh) increasingly.
Yeah, you're trying to squeeze into a short note what may be a short essay to articulate properly. Not that I could do it, nor that I even fully agree with your claim. But I know you've thought about it a good deal, so maybe have more of a point than comes across in shorter replies.
maybe this example helps?
Hanshan
if a 2010 Toyota Camry is $6,000 and a Bitcoin is $87,000
then it is .069 Bitcoin (nice) per Toyota Camry.
.069 BTC/Camry
look ma! I eliminated US dollars and am on a Bitcoin standard!
no you dumbass **USD is how you got that proportion**
that number (.069 BTC/Camry) is USD DENOMINATED
there are NO Bitcoin denominated prices.
ALL prices and price charts are USD denominated as long as USD is the unit of account.
bitcoiners do not understand unit of account.
it does NOT change because you do division.
#bitcoin
View quoted note →
I don't know... I feel like the more words I use the more it sounds like a semantic jerk off.
that short example that I just posted is probably better at actually communicating it effectively.