Bitcoin to $1 Million?! | Jordi Visser

— Bitcoin's consolidation at $82,000 with $74,000 as key support; 200-day moving average now pointing upward across Bitcoin and Ethereum, historically a bullish signal.

— South Korean retail capital rotating back into crypto after months focused on AI stocks, contributing to Bitcoin strength at market opens.

— Kevin Warsh's Fed speech offered little new information on rate policy; Scott Bessent continues jawboning to suppress long-term yields, suggesting coordinated efforts between administration and Treasury.

— AI agents represent the next major innovation wave; tokenization, stablecoins, and on-chain payment rails will become essential infrastructure as agents conduct transactions.

— NVIDIA's $1 billion daily revenue and 70% guidance for next year shows continued dominance, yet stock is only up 25% over one year—opportunity cost favors crypto relative to mega-cap tech.

— Bitcoin at $82,000; Ethereum and Solana outperforming Bitcoin month-to-date (Ethereum broke out above Bitcoin; Solana up ~50% month-to-date).

— Dogecoin up 23% over last month versus Bitcoin up 22%, signaling fundamentally-driven rallies rather than pure risk-on sentiment.

— 200-day moving average for Bitcoin and Ethereum turned upward; historical precedent shows strong forward returns after extended periods below the 200-day, then breakout with uptrend.

— Dollar-yen correlation matters most as proxy for Bessent–Warsh coordination; dollar has had sharp recent decline.

— NVIDIA trading at 20x forward 2028 earnings with 70% revenue growth guidance; crypto market cap ~$2.7 trillion, Bitcoin ~$1.6 trillion (59%).

— Frame Bitcoin allocation as a probability hedge: calculate what percentage chance you assign to AI disruption of your current investments, then allocate that same percentage to Bitcoin as a scarcity-based hedge.

— Stablecoins and Ethereum/Solana are transaction and application layers for AI agents; traditional finance institutions are actively learning tokenization and on-chain infrastructure, making these ecosystems more likely to capture institutional capital flows over the next 12–36 months than pure speculation.