I published the case for $11 million bitcoin by 2036. Read the full letter here: https://themustardseed21.substack.com/p/q1-2036-11-million-bitcoin
1 extracted signal · 0 resolved · 0 still active
Joe Burnett03 Mar 2026, 19:00 UTC
AI-generated source summary
The analysis discusses a projected shift in global financial asset performance driven by AI and monetary policy. In a deflationary environment, monetary policy is expected to expand, leading to increased liquidity and a potential rise in Bitcoin's value as a store of value due to its scarcity and reliability. Conversely, traditional assets like equities and real estate are expected to face headwinds from declining prices and margins. The speaker highlights a digital credit liquidity flywheel where yield demand drives Bitcoin demand, leading to further credit issuance and potentially higher valuations for Bitcoin.
AI-generated summary based on the source content.
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Bitcoin is evolving into a unique asset that responds to both crisis and liquidity expansion. In this conversation, we break down how macro policy, market structure, and institutional flows are reshaping bitcoin’s role in global portfolios. The result is a shift toward bitcoin as a core asset for long-term capital allocation.
Joe Burnett
Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.