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Source document· February 15, 2026

'Everyone Thinks Trump Is Our Friend—He's Not': Mark Yusko Exposes Crypto Reality

View original at finance.yahoo.com
'Everyone Thinks Trump Is Our Friend—He's Not': Mark Yusko Exposes Crypto Reality Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below…
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  • The four-year Bitcoin cycle (actually 3 years 11 months based on Bitcoin blocks) stays intact with trough arriving around September 30-October 1, 2026

    80% confidence

  • A short squeeze is coming that will drive Bitcoin prices higher, similar to what drove gold from $2,000 to $5,000

    80% confidence

  • If gold settles at $30 trillion market cap and Bitcoin achieves gold equivalence at $15 trillion, that reaches $750,000 per Bitcoin at 10x current levels

    80% confidence

  • Bitcoin only reached $126,000 versus fair value around $90,000—just 35% above fair value versus 2x in prior cycles, meaning less upside and less downside

    80% confidence

  • Ethereum has better odds than competitors despite higher costs and slower speeds because it has more developers, more activity, and more infrastructure already built

    80% confidence

  • The current version of the Clarity Act is a non-starter that takes crypto down the path of CBDCs, centralization, and control

    80% confidence

  • Institutions like Millennium buy Bitcoin ETFs but short futures to remain market neutral, suppressing prices

    80% confidence

  • Brian Armstrong was labeled public enemy number one by Wall Street for fighting the Clarity Act

    80% confidence

  • Bitcoin bottoms around $58,000-$63,000 in September 2026

    80% confidence

  • Bitcoin targets $63,000 as bottom

    80% confidence

  • President Trump has a whole different agenda for crypto focused on preserving dollar dominance, not helping crypto

    80% confidence

  • Previous Bitcoin cycles saw falls of 84% and 75% from peaks

    80% confidence

  • Bitcoin will reach $600,000-$700,000 by September 2029

    80% confidence

  • JP Morgan made $20 billion from gold market spoofing while only paying $960 million in fines, treating it as cost of doing business

    80% confidence

  • Treasury Secretary Scott Bessent and others are working with Cantor Fitzgerald and Tether on clandestine initiatives to preserve dollar hegemony and prevent China's yuan from becoming world reserve currency

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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