Bitcoin Price Forecast: Kimi AI Maps $120K–$180K BTC by 2026

Kimi, the AI developed by Chinese startup Moonshot AI, is mapping Bitcoin at $120,000 to $180,000 by the end of 2026 in a bull case built on four converging forces, with a bear scenario that revisits $45,000 to $65,000. The bull arithmetic rests on the April 2024 halving cutting daily new supply to roughly 900 BTC while ETF products alone are absorbing 5,000 or more BTC weekly, a structural mismatch that matures into the second half of 2026 along the historical 12-to-18-month post-halving window.

Why it matters

The four pillars Kimi is stacking are not speculative. The supply math is already locked in by the halving, and ETF flow data has tracked institutional absorption at multi-thousand-BTC weekly rates. Wealth-management due diligence now underway at several of the largest global wirehouses is targeting 2% to 5% portfolio allocations to Bitcoin ETFs — a process Kimi treats as in motion rather than hypothetical. The wildcard pillar is nation-state adoption: a single G20 economy announcing strategic BTC reserves would deliver a legitimacy shock that ETF flows alone cannot replicate, on top of a Fed easing cycle that historically amplifies hard-asset appreciation when the dollar weakens.

Market impact

The timing is uncomfortable. Bitcoin closed the week at $66,690, down 9.35% — one of the largest red weekly candles since the November 2025 selloff — and is now sitting inside the upper boundary of Kimi's own $45,000 to $65,000 bear range. The 2024 all-time-high zone of $68,000 to $73,000, the breakout level that launched the run to $124,000, has been lost for the first time since late 2024. The $62,000 to $65,000 zone is the last meaningful support before the structure gets genuinely concerning, with the February 2026 cycle low near $62,000 now a likely retest target. Reclaiming $70,000 and then $75,000 is what needs to happen before Kimi's end-of-2026 bull case stops being aspirational and starts being mechanical.