Mark Moss: Bitcoin can't be explained by rates alone, sees $1M by 2030
- —Moss says Fed rate hikes alone don't explain bitcoin; 10-year yields and the curve matter more
- —US debt near $40 trillion is framed as the key driver of a monetary shift around 2029–2030
- —Institutions are buying BTC while retail sells, shifting market structure toward long-term holders
- —Stablecoins and the GENIUS Act expand global dollar demand, supporting bitcoin
Why it matters: The debasement-trade thesis and institutional rotation shape long-term expectations, though the $1 million call is a personal view, not a market consensus.
Source: Digital Today