Shocking BTC: $800,000 - $1,200,000 by 2030

Timeline and Price Forecast

Underlying Logic Argument

1. Supply Rigidity: After the halving in March 2024, the annual issuance of BTC will decrease from 1.8 million coins to 900,000, halving again to 450,000 in 2028, with an inflation rate of only 0.4% (close to gold) by 2030.

2. Institutional Wave: The scale of US spot ETFs will exceed $250 billion by 2025 (Galaxy), with companies like MicroStrategy continuously increasing their holdings, potentially exceeding 50% institutional ownership by 2030.

3. Global Settlement Alternatives: The SWIFT system's monopoly is broken, with cross-border payments through the BTC Lightning Network (Layer 2) reducing costs by 90%, processing 15% of global remittances by 2028 (World Bank data).

4. Economic Order Reconstruction: The decline of US dollar hegemony (global foreign exchange reserves share decreasing from 60% to 45%), BTC becomes 'sanction-resistant assets,' with countries like Venezuela and Iran holding over 100,000 coins.

II. Ethereum (ETH): Value Capture of Global Financial Infrastructure

Timeline and Price Forecast

Underlying Logic Argument

1. Technological Iteration: EIP-4844 (Danksharding) reduces L2 data costs by 90%, with Blob space transaction fees exceeding $1 billion by 2025 (VanEck), supporting DeFi TVL to break through $200 billion.

2. Staking Economy: Under PoS mechanism, staking rates will exceed 30% by 2025 (annual yield 5.2%), and ETH's annual net issuance will turn negative (-0.5%), reinforcing the value storage through a deflationary model (Section 5.4 of the white paper).

3. RWA Revolution: Real assets like US Treasuries and gold will go on-chain (e.g., Ondo Finance), with on-chain fixed income scale breaking $1 trillion by 2027, and ETH becoming the underlying collateral (60% share).

4. Economic Order Integration: The Federal Reserve's interest rate cut cycle (starting in 2025) will boost the rise of risk assets, with ETH as 'digital silver' forming a 'dual-anchor system' with BTC, covering demand for hedge (BTC) and growth (ETH).

III. Solana (SOL): Ecological Premium of High-Performance Public Chains

Timeline and Price Forecast

Underlying Logic Argument

1. Performance Advantages: PoH consensus + Firedancer optimization, TPS will exceed 100,000 by 2025 (currently 2,000), and transaction costs will drop to $0.0001, attracting high-frequency applications (e.g., chain games, DePIN).

2. Ecological Synergy: The Solana Mobile ecosystem (e.g., Seeker phone) will have over 50 million users by 2027, with on-chain AI agents handling everyday payments, forming a 'device - public chain - application' closed loop.

3. Emerging Market Opportunities: In regions like Southeast Asia and Africa, Solana's low-cost support for inclusive finance (e.g., the Central Bank of the Philippines piloting SOL for cross-border remittances) will account for 40% of global crypto users by 2030.

4. Economic Order Misalignment: Developed countries' financial systems are rigid, and Solana, with 'permissionless innovation' (Section 1 of the white paper), becomes the preferred public chain for Web 3.0 native applications, capturing the value of the next generation of the internet.

IV. Three Pillars of Global Economic Order Reconstruction

1. Acceleration of De-dollarization:

◦ By 2025, the share of cross-border payments in RMB will rise to 25% (SWIFT data), BTC and ETH will become 'non-USD settlement tools,' weakening the US dollar's sanctioning power.

◦ Logic: The censorship resistance designed in the white paper (BTC's P2P, ETH's smart contracts' immutability) meets the demand for de-dollarization.

1. DeFi as an Alternative to Traditional Finance:

◦ By 2027, DeFi lending scale will exceed $500 billion (Coin Metrics), with market-driven interest rates (e.g., Aave V3) disrupting bank interest margin models.

◦ Logic: The 'programmable currency' in the ETH white paper and SOL's high performance support global intermediary-free financial services.

1. Real Assets on Chain (RWA):

◦ By 2030, the on-chain RWA scale will reach $10 trillion (McKinsey), with tokenized US Treasury bonds and stocks circulating through ETH/SOL, making traditional finance 'Lego-like.'

◦ Logic: Solving the liquidity fragmentation of traditional assets aligns with the global trend of asset digitization (IMF 2025 Global Financial Stability Report).

V. Risks and Correction Factors

VI. Conclusion: The Ultimate Anchor Point of Time and Price

• BTC: $800,000 - $1,200,000 by 2030, anchoring 50% of the global gold market value (approximately $10 trillion), becoming 'digital gold.'

• ETH: $30,000 - $50,000 by 2030, anchoring 2% of the global payment settlement value (approximately $1.6 trillion), becoming 'digital silver.'

• SOL: $1,500 - $2,500 by 2030, anchoring 10% of the global Web3 application infrastructure value (approximately $500 billion), becoming the 'king of high performance.'

Underlying Consensus: The core designs of the three white papers (BTC's scarcity, ETH's programmability, SOL's efficiency) align deeply with the migration of the global economic order from 'sovereign credit' to 'algorithmic credit,' driving it to become the most certain value carrier in the next five years.