Lark Davis on Economy — predictions scored

"But there's a fourth scenario I'll throw in here, the dream case, a 55% CAGR. That's what Bitcoin has historically done. And that gets Bitcoin to a million dollars by 2032, 6 years from now. "

"Scenario number two, a 20% CAGR. This is the respectable uninspiring scenario where for me it would probably still make sense to check out to be honest. By 2040, Bitcoin hits roughly $900,000 per coin. "

"Scenario one, 10% CAGR. This is the gold scenario. Gold's got a 10% CAGR. So, Bitcoin matures into some kind of store value asset with slow steady appreciation. By 2040, you were looking at roughly a $265,000 per coin Bitcoin. "

"I bought some more Copex COPX. That's copper ETF, long-term play. I bought some more Coreweave. I bought some Marathon Digital. Bought some more CleanSpark. These are all, you know, data center plays because, uh, energy is going to be one of the big things here for this whole AI revolution. And these data center plays, I think, are really big. The Neoclouds are really big. "

"It could just be a short pit stop on the way to even lower prices cuz the 200E simple moving average is still down to $62,000. And the breakdown of the channel, this bad boy here, which we've been tracking for months, the breakdown of the channel, the target for that, of course, is $62,000. "

"And crypto, while in 2026, has been a pretty damn bad trade, that will not last forever. The money will rotate back around, and then everyone will seem like geniuses again. But the real geniuses are the ones who are accumulating before the crowd shows back up. "

"If Bitcoin breaks up in a similar fashion, we can see 300k plus by the end of next year. "

"As long as we stay above that orange line, cool, man. Start dropping below it, well, that becomes much more problematic and then you have the reality that you have to look that a technical breakdown of the channel has a $10,000 minus price target. So, that would take you down to about $62,000. "

"If we break under $77, a short activates and it probably gets real messy. Real messy real quick. "

"If you're in crypto right now, your portfolio is red. Every week seems like it's going to get better, but it just gets worse. Congratulations, you're at the last phase of the bear market, and you're about to make life-changing money in the next few months. Stay, don't quit. "

"This thing has an absolutely nuts and insane bounce off the 20-day EMA here as well, going from 640 up to 969. It's going to hit a $1,000 price tag here, probably by the end of the week at this current rate. "

"Watch for a reclaim of the 50-day EMA around $77,000 approximately. And ideally to get back over the 20-day EMA, which is about say 78 A a daily close of $78,000 gets back over the 20-day EMA and restarts a potential uptrend here for BTC. "

"Or we've had enough signals that have said that this is actually one of the shortest bear shortest and shallowest bear markets in crypto history and that the low actually came in in February, which is validated by a whole bunch of potential bottom signals. And that by the end of the year crypto will go up in price. "

"I might even put in a long here on ETH just contrarianly with a stop loss down here around two grand because if you get a weekly close under two under this trend line, it's probably over for a while for ETH and it probably has to have even more pain suffered. "

"We can see a resolution to the Iran situation. That brings inflation back down super quick. Within 3 to 4 months, you'll see inflation back to pre-Iran war levels. It'll take a little while for tankers to get back in, get them back to where they're going, blah, blah, blah, blah, blah. But, eventually, that evens out, and the risks around the war and the global oil disruption, the energy crisis that's currently happening, subside very quickly. "

"If the inflation problems will subside very quickly once the Strait of Hormuz properly reopens back up and things return to some kind of normal here in Middle East, well, once we get that going on, copper can break out, gold chills out, the US PMI for manufacturing keeps raging higher. "

"prices are going to go up significantly in the next few weeks if this situation does not resolve itself. So, whether or not Trump can get the Israelis to stop blowing stuff up or not, well, we're going to find out over the weekend. "

"I think Bitcoin starts to rally late in the fourth quarter of '26 and early into early 2027. "

"I still think we go up to that 69k mark. The only question is whether I get stopped out first or not. "

"If this breaks to the downside, okay, there is about a $4,000 downward price target. So, you'd expect it to break from about 63, 64k, well down approximately to 59k again. That would be the downside target. Has not broken to the downside. It has not confirmed below the channel yet. "

"Solana, so salami coin here losing the 20-day EMA. Let's see how it plays out over the next few days. I'd like to see it reclaim the 20-day EMA. Still targeting that uh 50-day EMA move. $78 price target for the trade. "

"Still targeting 78 bucks. Came close the other day, didn't quite hit it. Keeping the long open. "

"The smartest venture capitalists are aggressively shifting capital right now to physical energy infrastructure because they realize that this aggressive timeline is terrifying the real traditional tech timelines are officially obsolete. "

"The ultrasound money narrative, the idea the ETH burns more than it creates and becomes deflationary, it's not just weak, it's dead. "

"The 20-day EMA probably becomes a more reasonable target if you do get a break up in the price. "

"I would not be shocked to see it come down to 635 which would make everybody believe that the world is literally ending but would only actually be a 15% correction. Technical correction but not bare market territory for the index. "

"Bitcoin is consistently traded not only at but below its realized price during every past bare market. Currently, that level sits near $54,000 and $40,000 would be on par the course of any ordinary bare market, which of course is the standard draw down target for a 4year cycle. That's the number that's been bantered about for a long time. "