THE Bitcoin Podcast 21 Bitcoin Predictions for 2026 | Eric Yakes
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Jan 30, 2026 Eric Yakes, founder of Epoch Ventures and author of the 2026 Bitcoin Ecosystem Report, lays out 21 predictions for Bitcoin’s path. He discusses app-layer adoption like BitChat, the $150K valuation thesis tied to taking gold’s share, rotation trades and institutional allocation, regulatory dynamics, and measured concerns about quantum threats.
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Gradual Stability Precedes Sudden Adoption
- Bitcoin's gradual stability sets up a sudden adoption moment when more capital feels comfortable allocating to it.
- Lower volatility and boring price action make Bitcoin attractive to institutional and reserve investors.
BitChat's Quiet, Massive Adoption
- BitChat uses Nostr on the backend and already has about a million monthly active users.
- Its human‑rights use cases made it viral unexpectedly and validated non‑local comms adoption.
Focus On App‑Layer Value
- Build applications that deliver user value, not infrastructure bragging rights.
- Focus on app-layer adoption so users care about the product, not which blockchain or layer it runs on.
