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CMQ_060predictionCryptoBTC-long-term-price

Bitcoin will reach $21 million per coin by 2046 — driven by unprecedented political, regulatory, and policy shifts in the US.

Predictor: Michael Saylor

Prior probability
20.0%
Current probability
20.0%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
pending
Window
2046-01-01 – 2046-12-31
Edges in / out
0 / 0
Tickers exposed
3

Prediction text

Bitcoin will reach $21 million per coin by 2046 — driven by unprecedented political, regulatory, and policy shifts in the US. | US BTC policy shifts; sovereign treasury adoption

Key catalyst: US BTC policy shifts; sovereign treasury adoption

Watch events: BTC price milestones ($200K, $500K, $1M); sovereign treasury adoption; US policy shifts.

Resolution evidence

Status: pending

Strategy holds >673K BTC; US political embrace of BTC under Trump admin; three BTC-related bills advancing.

Predictor: Michael Saylor

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0025
excellent
Hits / Misses
0 / 0
of 1 resolved
Hit rate
0.0%
Calibration plot (stated vs observed)

Evidence about this node from Michael Saylor is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

0 prob_history rows
No probability history yet.

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 9 pending
  1. 2026-01-01 → 2027-12-31pendingU.S. Strategic Bitcoin Reserve formalized via legislation or executive order
    How: U.S. Treasury formalizes Strategic Bitcoin Reserve via Congressional act or implementing executive order, halts disposition of seized BTC, and discloses official Treasury holdings
    Source: U.S. Treasury press releases; Federal Register; SEC/IRS filingsconf 70%
  2. 2026-04-01 → 2029-12-31pendingFive sovereign nations announce strategic Bitcoin reserves
    How: Cumulative count of sovereign nations with publicly disclosed strategic BTC reserves reaches 5 — currently includes El Salvador, Bhutan; Pakistan announced; tracker per Arkham Intelligence or River Financial
    Source: Arkham Intelligence sovereign holdings tracker; River Financial; national central bank disclosuresconf 70%
  3. 2026-06-01 → 2029-12-31pendingBitcoin spot price crosses $250K
    How: Bitcoin spot price (Coinbase, Bitstamp, or Kraken USD pair) closes above $250,000 for any single daily candle — first major mileage marker on Saylor 8% CAGR path to $21M by 2046
    Source: Coinbase/Bitstamp/Kraken price data; Bloomberg BTCUSDconf 55%
  4. 2027-01-01 → 2030-12-31pendingCumulative spot Bitcoin ETF AUM crosses $500B
    How: Aggregate AUM across all U.S. spot Bitcoin ETFs (IBIT, FBTC, ARKB, BITB, etc.) exceeds $500B per SoSoValue or Bloomberg ETF tracker — leading indicator of institutional supply-absorption thesis Saylor cites
    Source: SoSoValue ETF tracker; Bloomberg ETF database; Farside Investorsconf 55%
  5. 2028-04-01 → 2030-12-31pendingBitcoin 2028 halving completed and BTC reaches $500K within subsequent cycle
    How: Block 1,050,000 mined (April 2028 expected) AND Bitcoin spot price closes above $500K within 24 months post-halving — second major waypoint on Saylor path
    Source: Mempool.space/Blockchain.com block data; spot exchange daily closesconf 45%
  6. 2030-01-01 → 2036-12-31pendingBitcoin spot price crosses $1M
    How: BTC closes above $1,000,000 — Saylor's interim 'four-to-eight years' target; major intermediate waypoint en route to $21M by 2046
    Source: Coinbase/Bitstamp/Kraken price data; Bloomberg BTCUSDconf 45%
  7. 2046-03-19pendingQ1 window check-in (25%)
  8. 2046-06-05pendingQ2 window check-in (50%)
  9. 2046-08-21pendingQ3 window check-in (75%)

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 20%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first

No probability history yet. The first evidence will arrive via /api/intake or the daily milestone sweep / weekly LBP run.

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

No propagation data yet. Run inference/.venv/bin/python scripts/ops/run_loopy_belief_propagation.py on the droplet, or wait for the Sunday 02:00 UTC weekly cron.

Ticker exposure

3 ticker(s) linked

Adverse (3)

GLDMAV

Prerequisites (0)

Predictions that must hit first
TypePredTitleDomainLag
No prerequisites

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.771manifoldWill Bitcoin hit a new all-time high before July 2026?5%mentionspending2026-05-17
0.767manifoldWill the bitcoin reach ... in 2026 (after market creation on the 25th of May 2026) [ADD ANSWERS] [CRYPTO => USDOLLARS]mentionspending2026-05-25
0.764manifoldWill Bitcoin reach $90K USD in May 2026?24%mentions2026-04-27
0.755manifoldWill Bitcoin trade above $90,000 between now and June 1, 2026?5%mentionspending2026-05-16
0.755manifoldWill Bitcoin hit $68,000 or $78,000 first?mentionspending2026-05-31
0.748polymarketWill Bitcoin reach $500,000 by December 31, 2026?1%mentionspending2026-02-18
0.747polymarketWill Bitcoin reach $90,000 by December 31, 2026?27%mentionspending2026-02-06
0.746manifoldBitcoin above 90k before 2027?29%mentionspending2026-05-30
0.745manifoldWhat will the price of Bitcoin hit by May 14th UTC?mentionspending2026-05-03
0.745polymarketWill Bitcoin reach $250,000 by December 31, 2026?2%mentionspending2025-12-29

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "$21M / BTC",
  "mode": "FORECAST",
  "role": "Cited-CEO",
  "caveats": "Requires BTC to capture dominant share of global store-of-value; sovereign adoption trajectory uncertain.",
  "context": "Upgraded from prior $13M (2024) to $21M (BTC Prague 2025); implies $441T BTC market cap, absorbing global monetary premium vs gold.",
  "to_year": 2046,
  "conv_cues": "specific price + year; CEO conviction",
  "direction": "NUMERIC_TARGET",
  "from_year": 2046,
  "timeframe": "by 2046",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "U.S. Strategic Bitcoin Reserve formalized via legislation or executive order",
      "source": "U.S. Treasury press releases; Federal Register; SEC/IRS filings",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.tradingkey.com/analysis/cryptocurrencies/btc/261587626-bitcoin-btcprice-prediction-michael-saylor-2030-forecast-cathie-wood-strategic-reserve-tradingkey",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "U.S. Treasury formalizes Strategic Bitcoin Reserve via Congressional act or implementing executive order, halts disposition of seized BTC, and discloses official Treasury holdings"
    },
    {
      "kind": "llm_pre_event",
      "label": "Five sovereign nations announce strategic Bitcoin reserves",
      "source": "Arkham Intelligence sovereign holdings tracker; River Financial; national central bank disclosures",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2028-02-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Cumulative count of sovereign nations with publicly disclosed strategic BTC reserves reaches 5 — currently includes El Salvador, Bhutan; Pakistan announced; tracker per Arkham Intelligence or River Financial"
    },
    {
      "kind": "llm_pre_event",
      "label": "Bitcoin spot price crosses $250K",
      "source": "Coinbase/Bitstamp/Kraken price data; Bloomberg BTCUSD",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2028-03-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Bitcoin spot price (Coinbase, Bitstamp, or Kraken USD pair) closes above $250,000 for any single daily candle — first major mileage marker on Saylor 8% CAGR path to $21M by 2046"
    },
    {
      "kind": "llm_post_event",
      "label": "Cumulative spot Bitcoin ETF AUM crosses $500B",
      "source": "SoSoValue ETF tracker; Bloomberg ETF database; Farside Investors",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2028-12-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Aggregate AUM across all U.S. spot Bitcoin ETFs (IBIT, FBTC, ARKB, BITB, etc.) exceeds $500B per SoSoValue or Bloomberg ETF tracker — leading indicator of institutional supply-absorption thesis Saylor cites"
    },
    {
      "kind": "llm_pre_event",
      "label": "Bitcoin 2028 halving completed and BTC reaches $500K within subsequent cycle",
      "source": "Mempool.space/Blockchain.com block data; spot exchange daily closes",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.45,
      "sour
... (truncated)