𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗶𝘀 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 ➤ 𝗔𝗹𝘁𝗰𝗼𝗶𝗻𝘀 𝗮𝗿𝗲 𝗶𝗻𝘃𝗶𝘀𝗶𝗯𝗹𝗲

Capriole CEO Charles Edwards reveals why BTC is ready to soar, but altcoins are nowhere close to rotating.

🔶 Bitcoin: All Signs Point to $150K–$200K

In a powerful interview with Korean researcher @JuhyukB, Capriole Investments founder Charles Edwards said Bitcoin could hit $200,000 this year—if current macro and on-chain trends continue.

➤ “We’re printing new all-time highs on daily and weekly closes.”

➤ “If we stay above $104K, $150K–$200K is definitely possible.”

🔍 Why So Bullish?

Capriole’s Macro Index, a machine-learning model analyzing 100+ data points (Fed liquidity, bonds, equities, etc.), has turned strongly bullish. Other key signals align:

• ✅ MVRV Z-Score supports valuation upside

  
  

• ✅ Hodler growth remains strong

  
  

• ✅ Energy Value shows expanding momentum

🔴 Altcoins: Still Structurally Broken

Edwards didn’t sugarcoat it: altcoins are in trouble.

➤ “The altcoin space is fatigued. Retail got wrecked.”

➤ “There’s no level playing field anymore—Bitcoin ETFs and US policy are centralizing capital flows.”

📉 Altcoins face deep structural issues:

• 🧨 Failed ICOs & broken tokenomics

  
  

• 💥 Fallout from FTX & scams

  
  

• 🏦 Institutional avoidance of small-cap risk

Today’s big money isn’t flowing into random tokens — it’s going to Bitcoin ETFs, corporate treasuries, and regulated vehicles.

🟡 When Will Altcoins Wake Up?

➤ Edwards’ answer: Not anytime soon—but maybe later this year.

Right now:

• Only 5% of altcoins are above their 200-day moving average

  
  

• That’s not bullish

  
  

• This is a Bitcoin-only rally

📊 What needs to happen?

• Bitcoin must break $140K+

  
  

• Altcoins need to remain weak at first

  
  

• Only then will capital likely rotate downstream
  

“If altcoins start pumping while Bitcoin’s stuck, that’s a top signal,” he warned.

“You want the alt rotation to start after BTC hits new highs.”

🌀 The Halving Cycle is Dead?

One of the boldest statements Edwards made:

“The four-year halving cycle is dramatically weaker now.”

Here’s why:

• Miners only control 2–3% of new supply

  
  

• ETFs and institutional inflows are now the main drivers

  
  

• Sovereign accumulation and corporate treasuries are shaping market structure

This shift:

• Reduces the chance of -80% crashes

  
  

• But increases leverage risk from publicly traded Bitcoin-heavy firms

🧠 Capriole’s Edge: Beyond Bitcoin

While BTC remains Capriole’s core holding, Edwards revealed exposure to early-stage tech bets:

➤ Quantum computing stocks:

 • IonQ (IONQ)

 • Rigetti (RGTI)

 • D-Wave (QBTS)

 • QUBT

“Quantum is like Bitcoin in 2015,” he said.

High risk, high return.

Capriole also tracks gold closely as a macro hedge.

➤ Gold-to-equity ratio breakout = historically bullish for both gold and Bitcoin.

🔚 Final Advice: Tune Out the Noise

Edwards closed with a key insight:

“Probably 99% of headlines don’t matter.”

What does matter?

➤ Fed pivots

➤ Global liquidity shifts

➤ Structural capital flow changes

Right now, Bitcoin has these macro tailwinds. Altcoins don’t.

🟩 TL;DR

✅ Bitcoin is set up for $150K–$200K

✅ Altcoins are stuck below long-term resistance

✅ Institutions are ignoring alts—only BTC is flowing

✅ Rotation could come later—but not until Bitcoin dominates first

🔁 Don’t chase altcoin hype too early. This is a Bitcoin-led cycle—for now.

#bitcoin #altcoins #MarketPullback

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