BTC Sessions

TradFi is DEAD WRONG About Bitcoin: The Ultimate Setup

Jan 6, 2026
Guest
Joe Consorti
Joe Consorti, a top macro analyst and head of growth at Horizon, challenges traditional finance's bearish outlook on Bitcoin's future. He argues that low bank reserves might actually spark a significant bull run. Joe reveals how historical patterns suggest that current low volatility indicates an impending price surge. He compares Bitcoin to gold, declaring it the superior hard money, and provides insights on the correlation between bank reserves and Bitcoin price movements. His confident prediction for Bitcoin's value by the end of 2026? A staggering $180,000!
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INSIGHT

TradFi Is Wrong About Bitcoin 2026

  • TradFi expectations that Bitcoin will perform poorly in 2026 are likely wrong according to Joe Consorti.
  • Investor behavior and seller exhaustion suggest we are at the start of a new bull market, not the end.
INSIGHT

Bank Reserves Act As Bitcoin's Liquidity Signal

  • Bank reserves and Bitcoin price show a tight correlation driven by Fed open market operations.
  • The Fed's $40B/month reserve management purchases are boosting reserves and likely underpinning Bitcoin's floor.
ADVICE

Watch Long-Term Holder Behavior

  • Monitor on-chain long-term holder metrics to judge sell pressure and accumulation dynamics.
  • Expect price upside once long-term holders stop selling and flip to accumulation, as selling exhaustion reduces downside risk.
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