š Evening Brief: Same Party. Different Phase.
If Bitcoin Breaks $100K by the end of January 2026, the Dance Floor Gets Crowded Fast
Itās been a while since Iāve posted a pure pricing article and this is to help those who ask me ā¦ āSo Inspirator should I buy more now?ā As you all know I donāt and canāt provide you with financial advice. What I can do is share what I think might happen but what you are doing personally with your money is YOUR decision not mine.
Back in November 2025 I was telling folks that the music might stop and well it sorta did, we pulled back to $80K range. At the end of November 2025, Raoul Pal said we were still in the Banana Zone and I indicated that if we couldnāt get back above $87K before 1 Dec more downside was possible; Bitcoin briefly peaked above and immediately dropped back back toward $80K. Now thisā¦
Letās clear something up before Twitter does its thing.
Bitcoin isnāt broken.
The bull market didnāt die.
And nobody turned the lights on.
The DJ just turned the volume down.
š§ What the āSerious Adultsā Are Actually Saying
If you zoom out and listen carefully, the message from the big voices is surprisingly consistent:
š Grayscale (Zach Pandl)
Theyāve been very clear:
Better regulation
Weaker fiat currencies
More institutional comfort
That combo points to a new all-time high in the first half of 2026.
Translation:
This is not the end. This is the setup.
š Raoul Pal
Raoulās been pounding one drum nonstop:
Liquidity drives everything.
He thinks this cycle may be longer than usual, with the real peak landing around Q2 2026.
Meaning:
The party didnāt end early
It might actually last longer
š Mark Yusko
Not a moonboy. Not a hype merchant.
Yusko has said:
~$150K Bitcoin in 2026 is reasonable
Thatās not ānumber go upā energy.
Thatās āmath still worksā energy.
š Pomp, Scott Melker, Jordi-style Macro Thinkers
These guys arenāt screaming targets.
Theyāre saying:
Liquidity is slowly improving
Institutions are still here
Bitcoin is acting like a grown-up asset
No fireworks yet.
But the fuse is still lit.
šÆ The Big Tell No One Is Talking About
Bitcoin is still under $100,000.
Thatās not fear.
Thatās opportunity wearing a boring costume.
This is the phase where:
Nobody brags
Nobody screenshots
Everybody who wins later is quietly buying now
š§© The Real Strategy (Read This Twice)
Right now:
ā”ļø Slow accumulation wins
Weekly buys
Monthly buys
Calm buys
Goal:
š 0.25 BTC or more
Thatās not small.
Thatās future-you saying āthank you.ā
šØ But Hereās the Line in the Sand
$100,000 matters.
If Bitcoin can:
Reclaim $100K
Hold it
Do it before the end of January
Then the narrative shifts fast.
At that point:
Institutions stop waiting
Hesitant buyers panic in
Supply gets tight
And accumulation quietly turns into positioning.
š§ Evening Takeaway
The music didnāt stop.
It slowed down so you could catch your breath.
Stack while itās quiet.
Pay attention near $100K.
Because if we clear itā¦
this becomes a very different year.