BTC Eyes 150K While AI Infra Quietly Eats The World

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Hey Degens,

Let’s be real, everyone’s chasing shiny AI tokens again.

Fun, until it isn’t.

The smarter trade is the boring one that prints for a decade: buy the rails.

In the gold rush it wasn’t the miners who got rich. It was the folks selling picks, shovels, and rights of way.

Same energy now with compute. On the macro side, BTC looks set for one more push.

A top investor puts the odds at better than 50% for 140–150K this year, with the bear showing up later.

Saylor says winter isn’t coming back.

Pick your fighter.

TL;DR

• BTC runway: A top fund boss sees a better than 50% chance BTC tags 140–150K this year from around 118K, before a 2026 down year becomes more likely.

• Flows still matter: ETFs, treasuries, even sovereigns are asking questions. That is the fuel.

• Stop buying AI headlines: Compute is the first real, live RWA that throws off actual yield. Own the servers, not the slogans.

• Rate cuts: Markets lean hard toward a September cut. Good for risk if it lands, messy if it doesn’t.

THE RUNDOWN

BTC Path To 150K
A leading exec puts odds above 50% that Bitcoin hits 140–150K this year. From ~118K that is 19–27% upside. He thinks a bear market shows up next year.

Flows, Flows, Flows
He credits spot ETF inflows and corporate treasury buys for the move. Says big allocators and even sovereign wealth money are kicking the tires.

Saylor’s Camp
Counterview from Saylor: if BTC is not going to zero it is going to a million. Translation: he sees no classic winter ahead.

Compute Is The Real RWA
AI tokens got 37.5% of investor attention in Q1. Meanwhile data centers need nearly 7 trillion dollars by 2030. Big Tech hoards chips, operators need capital. That is where crypto can actually matter.

Own The Rails
Compute is digital native, measurable, and active. It feeds models and can pay onchain in real time. That beats tokenized paper all day.

Why Crypto Keeps Missing It
Retail buys narratives. Institutions buy hardware. If we fund the racks, not the memes, we get durable onchain yield and real market power.

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Main Event: The Last Leg Up Meets The First Real Yield

Two things can be true.

One, Bitcoin likely has gas left. The setup for a squeeze into 140–150K is there if ETF demand keeps drinking supply and rate cuts land on time.

Two, the most interesting long trade in the market is not an AI ticker. It is the compute behind the AI.

Think of compute as the first live RWA with a heartbeat. It is not a bond wrapped onchain. It is capacity that powers inference and training. It produces output you can meter. It can pay a yield that maps to real usage, not vibes.

If crypto exists to open markets, then opening a market for GPU time, rack space, and data center throughput is the killer app that actually lines up with our ideals.

If the cycle does cool in 2026, you will want cash flows that survive narrative rotation. Compute is that. And if the cycle does not cool, you still want exposure to the rails everyone must rent.

Deeper Cuts

1) What breaks the BTC push
A miss on rate cuts, a slowdown in ETF net inflows, or a macro wobble that spikes the dollar could stall the 140–150K runway. The exec who likes 150K still expects a bear next year. Treat upside as a gift, not a guarantee.

2) Why compute RWAs are different
Most RWAs are passive wrappers. Compute is active. You can measure jobs run, uptime, and revenue per watt. That lets protocols pass through real yield onchain without pretending. It also makes underwriting cleaner for big allocators who need numbers, not memes.

3) Crypto’s leverage in AI
We are not going to out-OpenAI OpenAI. But we can build neutral markets that finance and route compute. If the industry wants a seat at the AI table, it will be because we funded the servers, not because we listed another ticker with GPT in the name.

Rails over hype. Flows over feelings. One more leg for BTC looks likely, but the decade trade is owning the infrastructure everyone else must rent.

— DegenDen Team

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