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

    80% confidence
  • 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
  • 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
  • Bitcoin targets $63,000 as bottom

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

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

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

    80% confidence
  • President Trump has a whole different agenda for crypto focused on preserving dollar dominance, not helping crypto

    80% confidence
  • Bitcoin will reach $600,000-$700,000 by September 2029

    80% confidence
  • Bitcoin bottoms around $58,000-$63,000 in September 2026

    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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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