bitcoinfixesthis on Nostr: Good short read ...
Good short read
quoting nevent1q…xp74#Bitcoin may reach $10,000,000 by Q1 2035.
There are two transformations that will aggressively funnel capital into digital scarcity.
The two transformations driving bitcoin to $10M:
1. The great flow of capital — A structural shift in how global wealth is stored.
2. The acceleration of deflationary technology — The abundance of goods and services.
Both are compounding forces.
The great flow of capital. The global financial system holds $900T in assets vulnerable to dilution or devaluation.
Bitcoin is the first and only monetary asset with a fixed supply—making it immune to both.
Why capital is moving into bitcoin? Every major store of value is being diluted or devalued:
- Gold: Supply expands 2% per year.
- Real estate: Supply expands 2.4% per year.
- Equities: Profits erode with competition.
- Bonds: Structurally inflated away.
Michael Saylor's waterfall analogy.
Capital seeks the lowest potential energy state—just as water flows downhill. Before bitcoin, there was no true escape from dilution or devaluation. Now, capital is flowing into the only asset with absolute scarcity.
How high can bitcoin go?
Models attempting to quantify bitcoin’s adoption provide benchmarks:
- Power Law Model: $1.8M per bitcoin by 2035.
- Saylor’s Bitcoin24 Model: $2.1M per bitcoin by 2035.
But these may be too conservative.
Two exponential transformations:
1. The great flow of capital.
2. The acceleration of deflationary technology.
An airplane takes 19 years to reach the Sun. But if you fold a piece of paper 50 times, its thickness would reach the Sun.
The acceleration of deflationary technology.
AI, automation, and robotics are set to drastically increase the supply of goods and services, making them 5x, 10x, or even 50x more abundant.
Every industry will be disrupted:
- Manufacturing: 3D printing cuts costs 10x.
- Housing: 3D-printed homes built 50x faster.
- Transportation: Self-driving fleets cut costs 10x.
- Food: AI-controlled farms produce 400x more food per acre.
Explosion in total global wealth.
A person holding 0.1 BTC today (~$10,000) could see its purchasing power increase 100x or more by 2035 as goods and services become exponentially more abundant.
Why $10M bitcoin in 2035 is not crazy. At $10M per bitcoin, its total value would be $200T—just 11% of total global wealth, assuming global wealth continues growing at 7% annually.
Every past store of value is subject to dilution or devaluation.
Bitcoin experiences neither.
The reality of bitcoin adoption:
39% of the U.S. has some bitcoin exposure, but this includes miniscule exposure through passive index funds.
The number of people worldwide with $100,000 or more in bitcoin: 400,000.
That is 0.005% of the global population.
The opportunity today is to arbitrage time—to allocate capital before the world fully appreciates what’s happening.
Those who can see past the short-term volatility and focus on the bigger picture will recognize bitcoin as the most asymmetric and overlooked bet in global markets.
- Joe Burnett on X.
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