Simply Bitcoin

Is Bitcoin Entering a DECADE-LONG SUPERCYCLE? | $5 Trillion Says YES | Bitcoin Simply

Dec 17, 2025
Fidelity's research hints at a potential decade-long supercycle for Bitcoin, drawing parallels with past commodity booms. Discussions revolve around market mispricing, urging investors to stay alert for true value. Michael Saylor argues Bitcoin may yield significant returns, while experts highlight massive institutional capital inflows. The podcast also explores Bitcoin's protective role against fiat debasement and its positioning as a digital commodity akin to gold. Listeners are encouraged to remain humble and continue accumulating Bitcoin.
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INSIGHT

Mispricing Can Persist For Years

  • Financial markets can keep good assets grossly mispriced for long periods.
  • Dante Cook argues Bitcoin's current price reflects a gap between belief and intrinsic value.
ANECDOTE

Saylor’s All-In Bitcoin Story

  • Michael Saylor describes buying almost exclusively Bitcoin and expecting 30% annual growth.
  • He frames Bitcoin as a digital monopoly and the new hurdle rate for investments.
INSIGHT

Wide Forecast Dispersion Signals Opportunity

  • Market participants disagree widely, with some pricing Bitcoin lower and others far higher.
  • Dante Cook uses these differing views to illustrate the mispricing opportunity for long-term investors.
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