Tom Lee alla Binance Blockchain Week dice: - Non c'è più un | KaiZXBT su Binance Square

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Tom Lee alla Binance Blockchain Week dice:- Non c'è più un ciclo di quattro anni per BTC.
- L'S&P 500 salirà il prossimo anno.
- BTC potrebbe raggiungere $300K ed Ether potrebbe raggiungere $20K il prossimo anno.
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Yesterday in Dubai, Peter Schiff walked on stage holding a gold bar. CZ asked him one simple question: “Is it real?” Schiff replied: “I don’t know.” The London Bullion Market Association later confirmed what gold experts already know. There is only one way to verify gold with 100 percent certainty: melt it. Verification requires destruction. Bitcoin does not. It self-verifies in seconds. No experts. No labs. No trust. A public ledger secured by math, instantly checkable by 300 million people from anywhere in the world. For 5,000 years, gold’s monetary premium came from scarcity. But scarcity means nothing if authenticity cannot be proven. The numbers most people never mention: Five to ten percent of the global physical gold market is tied to counterfeit gold. Every vault, every bar, every transfer relies on trusting someone. Bitcoin requires trusting no one. Gold’s market cap of 29 trillion dollars is built on “Trust me.” Bitcoin’s 1.8 trillion is built on “Verify it yourself.” This is not a battle between speculation and stability. It is a full inversion of verification costs in the 21st century. When the leading voice of the gold camp cannot verify the bar in his own hand, the argument writes itself. Physical assets that cannot prove themselves will lose their monetary premium to digital assets that can prove themselves every 10 minutes, every block, forever. The question is no longer “Is Bitcoin real money?” The real question is: “Was gold ever verifiable money in the first place?” #BinanceBlockchainWeek #BTCVSGOLD

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Michael Burry (Big Short) says Bitcoin at $100,000 is “ridiculous” and he thinks BTC is completely worthless. He compares Bitcoin to the modern-day tulip bubble and even worse because BTC helps hide a lot of criminal activity. When asked what he is investing in if he thinks stocks are overhyped, AI is a bubble and Bitcoin is worthless, Michael Burry said he has been holding gold since 2005. PS. Michael Burry has been bearish on stocks for over 10 years and bearish on BTC for the past 4 years and based on his previous information, he only invested in gold last year. Let liquidate him guys !! #BTC

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4 year cycle is end. The idea of a predictable four year cycle has misled an entire generation of crypto investors. If you are selling Bitcoin now because you believe a time based bear market must begin after every halving, you are positioning yourself as exit liquidity for institutions. The truth is simple. The halving never created the prior cycles. It only happened to overlap with the real driver behind every major bull market: global liquidity and the macro business cycle. Look back at every explosive Bitcoin run. In 2013, the Federal Reserve was deep into quantitative easing. In 2017, the ECB, BoJ and China were expanding aggressively at the same time. In 2020 and 2021, global QE reached historic levels in response to the pandemic. Liquidity was surging, PMI bottomed then pushed above 50, and risk assets — led by BTC — moved vertically. The halving fit the narrative. Liquidity did the heavy lifting. This cycle was different. The last two years delivered quantitative tightening, higher rates and suppressed liquidity. PMI stalled. Under the “four year cycle” model, Bitcoin should have been in a full bull market. Instead, macro conditions said no. But the setup is shifting. QT is ending. Rate cuts are approaching. A potential Fed leadership change is on the table. The US and global economies are structurally incentivized to expand again due to debt pressure, elections and the AI acceleration. We have never entered a true crypto bear market while liquidity was expanding. Not once. With spot ETFs, institutional flows and systematic strategies tied to liquidity metrics, this environment is fundamentally different. If liquidity turns up, the real cycle is just beginning. The halving did not reward you. Liquidity did. #ETH

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Both ETH/BTC and SOL/BTC look strong! Ethereum and Solana are ready to outperform Bitcoin. If you want to buy some crypto now — it is better to stick to $ETH or at least $SOL, not $BTC. Altcoins I hold: $XPL, $HYPE, $PUMP, $SOL and $ETH.

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Can Solana and Revolut Challenge Ethereum by 2026? The year 2025 marks a major turning point for blockchain adoption. Crypto assets are becoming institutionalized and increasingly integrated into real-world use cases, especially payments. With over 30,000 active monthly developers and strong growth in full-time contributors, Layer 1 blockchains are accelerating competition to capture new markets. Ethereum leads with 3,778 full-time developers, followed by Solana at 1,276, yet Solana is rapidly gaining ground. A major catalyst came from Solana’s new partnership with Revolut, Europe’s leading digital bank with 65 million users and 15 million crypto accounts. The integration allows users to transfer digital assets through the Solana network with lower fees and higher throughput. Strategically, this highlights Solana’s growing relevance in banking and payments, leveraging its speed, low fees, and high TPS capacity. The timing is notable, arriving less than 48 hours after Ethereum completed its Fusaka upgrade. Despite Ethereum’s Pectra and Fusaka upgrades improving its performance, Solana still processes 47 times more daily non-vote transactions. Ethereum’s seven-day average transactions increased by 180,000 in late November, yet Solana maintains a decisive lead with over 74 million. This strengthens the argument that Revolut’s partnership reflects Solana’s rising dominance rather than coincidence. However, this performance gap is not fully priced in. The SOL/ETH ratio has fallen 20 percent in 2025, its weakest level since the 2022 bear market. As Solana launches an ETF and expands fintech partnerships, 2026 may become the inflection point. The upcoming Alpenglow upgrade in Q1 2026 could trigger a re-rating cycle that narrows the valuation gap and positions Solana closer to Ethereum’s market leadership.

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