Episode 100 special! Guest Geoffrey Kendrick (Global Head of Digital Assets Research, Standard Chartered) joins Imran & David for milestone chat: BTC short-term capitulation risk to ~$50K (tech/AI rotation, macro slowdown), but strong rebound to $100K end-2026; long-term $500K by 2030 via portfolio optimization (BTC/gold mix, global access unlocks). ETH $4K end-2026, $40K 2030; Solana $135 end-2026, $2K 2030 (micropayments pivot). Stablecoins → $2T by 2028 (EM savings + corporate efficiency); tokenized RWAs → $2T (overtakes stables). Quantum threat solvable; miners → AI compute factories → marginal BTC mining at near-zero cost. TradFi adoption accelerating (stablecoins safer than banks in extremes, T-bill demand surge flattens curve, dollar dominance extension). Builders optimistic; price lags fundamentals.Takeaway: Extreme fear priced in — respect action, but macro + institutional flows (stablecoins/RWAs) supportive. Like, subscribe and comment to take part in this week's special 100 USDC giveaway to 10 lucky fans.
Like, subscribe and comment on Youtube to take part in this week's special 100 USDC giveaway to 10 lucky fans!
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