Meta's AI model has published a Bitcoin price target of $250,000 by the end of 2026, framing the call around four simultaneous demand drivers: the post-halving supply crunch, accelerating spot ETF inflows pulling coins off exchanges, corporate treasury and 401k adoption, and sovereign wealth fund positioning. The model argues BTC is no longer competing with risk assets for capital — it is competing with gold for reserve allocation, a structurally different demand regime.
On the macro side, the thesis leans on rate cuts resuming and global liquidity expanding again. Bitcoin has historically front-run liquidity cycles, and Meta's model treats the digital gold narrative as fully reclaimed. The base-case range lands at $180,000 to $250,000; the bear case — sticky inflation keeping the Fed hawkish, a harsh regulatory move on exchanges, or a macro credit shock triggering forced deleveraging…
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