Supply Shock Bitcoin’s Next Cycle Is Political | Nolan Bauerle
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Jan 1, 2026 Nolan Bauerle, known as Count BTC and a prominent Bitcoin commentator, dives into Bitcoin's evolving narrative influenced by politics and Wall Street. He dissects the impact of ETFs on mainstream adoption and why 2026 could mark a turning point for Bitcoin. Bauerle connects the dots between nation-states and Bitcoin’s future, touching on the potential for corporate holdings to soar while cautioning against manipulation by financial giants. The discussion also explores Bitcoin's integration with AI and the emergence of 'Bitcoin cities' as new economic hubs.
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Bitcoin Moves With Political Momentum
- Nolan Bauerle links Bitcoin's momentum to U.S. political cycles, arguing it coupled with the Trump administration's priorities in 2024.
- He predicts a bigger political tailwind around the 2026 U.S. 250th celebration when administration priorities align with Bitcoin.
Prepare For Wall Street's Financial Play
- Expect Wall Street to both fight and adopt Bitcoin, bringing heavy financial engineering and adversarial market play.
- Do prepare for complex derivatives, manipulation, and competition from institutional players rather than simple retail-driven cycles.
Corporate Holdings Likely Rise To 1.5M BTC
- Corporate Bitcoin holdings will likely rise despite encumbrances and collateralization.
- Nolan forecasts corporate treasuries could reach about 1.5 million BTC but warns of forced liquidations for some players.