Macro· ★★· bullish·

Mark Moss: Bitcoin, Unlike Gold, Prices In AI-Era Growth

  • —Moss called the Fed's 0.25-point hike a symbolic move to «save face»
  • —Core PCE forecast: 3.4% in 2026, 2.5% in 2027 and 2.1% in 2028
  • —Bitcoin rose from $60K to $80K even as 10-year Treasury yields climbed to about 5.1%
  • —Moss says roughly $10 trillion of investment is flowing into the US economy
Why it matters: The argument ties bitcoin to AI-driven growth rather than just inflation hedging, shifting how investors may value it in a high-rate environment.
Source: TokenPost