Скачать или смотреть The Great Wealth Transfer | The AI Price Crash: Why Your ChatGPT Subscription is a Waste of Money

The financial markets are signaling a massive shift as we approach 2026. Bitcoin has successfully held the $145,000 support level, but the "Smart Money" is no longer buying Bitcoin. They are rotating capital into High-Beta Altcoins and AI-Infrastructure tokens. This report analyzes the three critical trends defining the Q4 2025 market cycle.

SECTION 1: THE BITCOIN SUPPLY SHOCK
Current Status: 94% of all Bitcoin has now been mined. Exchange reserves are at a 6-year low.
The Institutional Wall: With BlackRock and Vanguard now holding 12% of the total supply, the "retail" investor has been priced out of owning 1 whole Bitcoin.
Prediction: Bitcoin is becoming "Digital Gold"—safe, stable, but slow. Expect a grind to $180k by Q1 2026, but do not expect 10x returns here anymore.

SECTION 2: THE "REAL" OPPORTUNITY - THE ETHEREUM VS. SOLANA FLIPPENING
The Data: For the first time in history, Solana's daily decentralized exchange (DEX) volume has surpassed Ethereum's for 30 consecutive days (November-December 2025).
The Catalyst: The launch of the "Solana Pay" global integration with Shopify has triggered a massive usage spike.
The Trade: Analysts suggest that SOL is currently undervalued relative to ETH. If Solana captures just 50% of Ethereum's market cap, the price target is $850+ (currently trading at $420).

SECTION 3: THE MACRO FACTOR - FEDERAL RESERVE RATE CUTS
The Fed's Move: The Federal Reserve confirmed a 50bps rate cut yesterday. Cheap money is flooding back into the system.
Historical Context: Every time rates dip below 3% while M2 Money Supply expands, risk assets (Crypto, Tech Stocks) go parabolic.
Strategy: Cash is trash. The dollar is weakening. The only hedge is hard assets and decentralized tech.

ACTIONABLE ADVICE FOR INVESTORS:
1. HOLD your Bitcoin position as insurance.
2. AGGRESSIVELY ACCUMULATE Layer-1 competitors (specifically Solana and the new "Sui 2.0").
3. WATCH the "AI-Crypto" sector. Tokens that provide GPU compute (like Render or TAO) are the next 100x candidates for 2026.