My unpopular opinion about 2026–2027.
Somewhere closer to summer 2026 the world will look too perfect.
Green energy headlines.
Stable inflation narratives.
“Recovery is strong.”
“Markets are resilient.”
Unicorns flying through Bloomberg terminals.
Everything will feel clean, sustainable and under control.
That’s usually the moment when things break.
I don’t believe the next problem will start with crypto.
Crypto is just the first victim, not the cause.
Energy comes first.
When energy prices spike or supply becomes unstable, mining becomes unprofitable.
Not “less profitable”.
Unprofitable.
Bitcoin miners don’t mine ideology.
They mine electricity.
If energy costs explode or access becomes restricted, miners shut down, sell reserves, and survive.
Price doesn’t argue with survival.
That’s how you get pressure that has nothing to do with narratives, ETFs, or “long-term adoption”.
Just math.
I strongly believe we will see Bitcoin below $63,000 this cycle.
Most likely much lower.
A sub-$40,000 print before the end of 2026 or sometime in 2027 doesn’t sound crazy to me at all.
Not because Bitcoin is weak.
But because the system around it is fragile.
Energy stress doesn’t come alone.
Food follows.
Logistics, fertilizers, production costs, weather, geopolitics — pick any combination.
When energy shakes, food doesn’t stay calm for long.
And here’s the uncomfortable part:
People who say
“that can’t happen”
will struggle much more than people who simply ask
“what if it does?”
This is not about panic.
It’s about mental positioning.
You don’t need to predict the exact event.
You just need to accept that smooth narratives usually end violently.
Markets don’t crash when everyone is scared.
They crash when everyone feels safe.
This is not financial advice.
This is pattern recognition.
Somewhere closer to summer 2026 the world will look too perfect.
Green energy headlines.
Stable inflation narratives.
“Recovery is strong.”
“Markets are resilient.”
Unicorns flying through Bloomberg terminals.
Everything will feel clean, sustainable and under control.
That’s usually the moment when things break.
I don’t believe the next problem will start with crypto.
Crypto is just the first victim, not the cause.
Energy comes first.
When energy prices spike or supply becomes unstable, mining becomes unprofitable.
Not “less profitable”.
Unprofitable.
Bitcoin miners don’t mine ideology.
They mine electricity.
If energy costs explode or access becomes restricted, miners shut down, sell reserves, and survive.
Price doesn’t argue with survival.
That’s how you get pressure that has nothing to do with narratives, ETFs, or “long-term adoption”.
Just math.
I strongly believe we will see Bitcoin below $63,000 this cycle.
Most likely much lower.
A sub-$40,000 print before the end of 2026 or sometime in 2027 doesn’t sound crazy to me at all.
Not because Bitcoin is weak.
But because the system around it is fragile.
Energy stress doesn’t come alone.
Food follows.
Logistics, fertilizers, production costs, weather, geopolitics — pick any combination.
When energy shakes, food doesn’t stay calm for long.
And here’s the uncomfortable part:
People who say
“that can’t happen”
will struggle much more than people who simply ask
“what if it does?”
This is not about panic.
It’s about mental positioning.
You don’t need to predict the exact event.
You just need to accept that smooth narratives usually end violently.
Markets don’t crash when everyone is scared.
They crash when everyone feels safe.
This is not financial advice.
This is pattern recognition.
Yes
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Yes
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.