@IIICapital
Mai tsara dabarun baitul malin Bitcoin na kamfani — da farko a Semler Scientific, yanzu a Strive — mai wallafa nazarin on-chain da na tattalin arziki gaba ɗaya (macro) a X. Hasashen galibi na alkibla ne: gindin kasuwa, yanayin kasuwa, da yawan kyakkyawan fatan da ya dace. Waɗannan ne shafin nan yake bincika.
A taƙaice. Joe Burnett na riƙe da muƙamin Vice President of Bitcoin Strategy a Strive, kamfanin da aka jera a Nasdaq wanda ke riƙe da Bitcoin a matsayin babban kadarar baitul malinsa. Muƙaman baya: daraktan dabarun Bitcoin a Semler Scientific, daraktan binciken kasuwa a Unchained da mai jagorantar nazari a Blockware Solutions. A X (kimanin mabiya 107K), hasashen na alkibla ne, ba na takamaiman farashi ba. A wannan shafi: hasashen Bitcoin guda shida masu kwanan wata daga Mayu zuwa Satumba 2026. Hasashen gindin kasuwa na Yuni da Agusta sun tabbata ya zuwa yanzu; bayan wani rubutu na Mayu — “Ina ganin ban taɓa samun kyakkyawan fata fiye da haka ba” — an samu faɗuwar 25.1% kafin farfaɗowa.
Kamfanin Semler Scientific ya naɗa Burnett daraktan dabarun Bitcoin a watan Yuni 2025. Sanarwar ta ce muƙamin Burnett na baya shi ne daraktan binciken kasuwa a Unchained, kamfanin hidimomin kuɗi na Bitcoin, kafin nan kuma “mai jagorantar nazari da manajan kayayyaki a Blockware Solutions”, kamfanin haƙar Bitcoin. Kamfanin Strive ya kammala sayen Semler a watan Janairu 2026; yanzu Cointelegraph na kiran Burnett “mataimakin shugaban dabarun Bitcoin na Strive.”
Hangen nesa na dogon lokaci yana da kyakkyawan fata sosai. A wani rahoto da aka wallafa a Cointelegraph a ranar 3 ga Maris 2026, rubutun Burnett ya ce: “Babban hasashena na Q1 2036 shi ne $11 miliyan kan kowane Bitcoin.” Wannan hasashe na nan da shekaru goma ne kuma ba za a iya zana shi a nan ba. Shafin X na haɗa taƙaitaccen nazarin kasuwa da tallata ci gaban Bitcoin-kan-kowane-hannun-jari na Strive da kayan “bashin dijital” na kamfanin, SATA.
Hasashen da ke wannan shafi na alkibla ne — “gindin kasuwa ya riga ya samu”, “sabon yanayin kasuwar bijimi ya fara” — don haka ana auna su bisa alkibla, ba bisa farashin da aka nufa ba. Bayanan Burnett na bainar jama'a ba su faɗi wakilin suna ba, don haka wannan shafi na amfani da kalmomin da ba sa nuna jinsi.
Sources: x.com/IIICapital · PR Newswire (Semler Scientific, 19 Jun 2025) · Cointelegraph (3 Mar 2026)
On-chain da macro, sannan alkibla. Hanyar Burnett: karanta miƙa wuyan masu haƙa, kwatanta zagaye da na 2018 da 2022, samfurin Power Law da ribar lamuni, sannan a faɗi inda Bitcoin yake a zagaye. Ba kasafai ake ambaton matakan farashi ba; hasashen game da gindin kasuwa da yanayin kasuwa ne. Karkatar a fili take zuwa sayayya (long): aikin Burnett shi ne haɓaka baitul malin Bitcoin.
Kyakkyawan fata mai ƙarfi. Tun tsakiyar Agusta, rubuce-rubucen na cewa mai yiwuwa gindin kasuwa ya riga ya samu kuma sabon yanayin kasuwar bijimi ya fara. Gargaɗin kaɗai, a ƙarshen Satumba, shi ne cewa hauhawar ribar lamuni na matsa wa Bitcoin lamba a ɗan gajeren lokaci.
Hasashe guda shida masu kwanan wata daga rubuce-rubucen Burnett na kai tsaye a X, an zana su a kan ainihin farashin CoinGecko. Kowane zance an kwafe shi daga rubutun kamar yadda aka wallafa kuma an sake ɗauko shi kai tsaye. Galibin abubuwan da ke shafin sharhi ne kan kamfanonin baitul mali; mun zana rubuce-rubucen da suka yi hasashe bayyananne kan alkiblar Bitcoin.
“Higher yields pressure Bitcoin in the near term”
Hasashen taka-tsantsan kaɗai, wanda aka yi lokacin da ribar lamunin Amurka na shekara 10 ta koma sama da 5%. BTC na kan $86,183, kwana ɗaya bayan kololuwarsa. Ya sauka a hankali zuwa $83,145 (−3.5%) — alkibla daidai ce, amma motsin ya yi ƙanƙanta da za a ce an kammala. A buɗe.
𝕏 Post“This train has no brakes.” — @IIICapital on X↗ x.com“Bitcoin’s decisive breakout while stocks have moved sideways or lower is another sign that the bear market regime has ended, a new bull market regime has begun, and Bitcoin remains massively mispriced.”
BTC na kan $78,511 bayan hauhawa cikin sauri daga ƙasan tsakiyar Agusta. Mafi ƙarancin rufewa tun daga lokacin shi ne $75,590 (−3.7%, 16 ga Satumba). BTC ya kai kololuwa a $86,597 (+10.3%) a ranar 22 ga Satumba kuma yanzu yana $83,145 (+5.9%). Babu sabon ƙasa mafi ƙasa ya zuwa yanzu. Ya tabbata ya zuwa yanzu.
𝕏 Post“Bitcoin will bore you to death before making a big move.” — @IIICapital on X↗ x.com“There’s a decent probability the bottom is already in.”
BTC na kan $63,409. Ya sauka ne kawai zuwa $62,844 (−0.9%) a ranar 17 ga Agusta, sannan ya haura zuwa $86,597 (+36.6%) a ranar 22 ga Satumba. Yanzu yana $83,145 (+31.1%). Ƙasan $58,566 na 1 ga Yuli ya riƙe. Ya tabbata.
𝕏 Post“What’s crazy is how eerily similar this feels to the 2018 and 2022 Bitcoin bear market bottoms” — @IIICapital on X↗ x.com“The Bitcoin Power Law model suggests BTC should be ~$175,000 today. I suspect we are approaching a major rotation of capital into Bitcoin.”
BTC na kan $63,916. Ya haura zuwa $86,597 (+35.5%) zuwa 22 ga Satumba kuma yanzu yana $83,145 (+30.1%), don haka alkibla ta yi daidai. Amma adadi guda tilo da ke cikin rubutun, ƙimar Power Law ta $175,000, har yanzu ta fi ninki biyu na farashin yanzu, kuma “ana kusantar babban juyi” ba shi da ranar ƙarewa. A buɗe.
𝕏 Post“The Bitcoin Power Law model suggests BTC should be ~$175,000 today.” — @IIICapital on X↗ x.com“The ongoing miner capitulation suggests Bitcoin is in the process of forming a durable bottom.”
BTC na kan $66,293. Ya ƙara faɗuwa da 11.7% zuwa $58,566 a ranar 1 ga Yuli — mafi ƙasa na duk lokacin — sannan ya farfaɗo. Ya kai kololuwa a $86,597 (+30.6%) a ranar 22 ga Satumba kuma yanzu yana $83,145 (+25.4%). “Yana kan hanyar samuwa” ya bar gurbin faɗuwar ƙarshe. Ya tabbata.
𝕏 Post“Bitcoin and energy are inextricably linked.” — @IIICapital on X↗ x.com“I don’t think I’ve ever been more bullish on Bitcoin over the next 12 months.”
BTC na kan $78,208. Bayan wata biyu yana $58,566 (−25.1%, 1 ga Yuli). Sai a ranar 22 ga Agusta ya sake rufewa sama da farashin hasashen, kuma yanzu yana $83,145 (+6.3%). Wa'adin wata 12 yana ci har zuwa Mayu 2027, don haka yana nan a buɗe — amma duk wanda ya saya saboda rubutun ya fara jure faɗuwar 25% tukuna.
𝕏 Post“More bullish on Bitcoin over the next 12 months.” — @IIICapital on X↗ x.comSakamakon fahimtarmu ne na abin da kowane rubutu ya faɗa, an auna shi da ainihin farashin CoinGecko — ba makin Burnett na kai ba. Layin “$1,000 da aka saka” ƙarƙashin kowane zane adadi ne na saya-ka-riƙe daga ranar hasashen, har ma ga hasashen taka-tsantsan guda ɗaya tilo. Hasashen alkibla masu dogon wa'adi ko wanda ba a faɗa ba suna kasancewa a buɗe har sai farashi ya yanke hukunci a fili.
Kuɗin shigar Burnett daga aikin kamfani ne, ba daga shafin X ba: babu jaridar biyan kuɗi ko kwas. Rikicin muradu kai tsaye ne: kamfanin mai ɗaukar aiki na riƙe da Bitcoin a matsayin babban kadarar baitul malinsa kuma yana sayar da takardun hannun jari masu alaƙa da Bitcoin.
Vice President of Bitcoin Strategy a Strive, kamfanin da ke riƙe da Bitcoin a matsayin babban kadarar baitul malinsa. Hauhawar farashin Bitcoin na amfanar kundin kadarorin Strive, kuma rubuce-rubucen Burnett na yawan wallafa “BTC Yield” na Strive (ci gaban Bitcoin kan kowane hannun jari) — a ranar 29 ga Satumba 2026: “Babu wanda ke haɓaka Bitcoin kan kowane hannun jari cikin sauri fiye da haka.”
Strive na fitar da SATA, takardar hannun jari da aka jera a Nasdaq wadda ake tallatawa a matsayin “bashin dijital.” Rubuce-rubucen Burnett na kwatanta ribar SATA da takardun ajiya (CD) da lamuni: “Ka taɓa jin labarin Digital Credit, yallaɓai?”
Daraktan dabarun Bitcoin a Semler Scientific (daga Yuni 2025), daraktan binciken kasuwa a Unchained, mai jagorantar nazari a Blockware Solutions (PR Newswire, 19 ga Yuni 2025).
“There’s a decent probability the bottom is already in.”
13 Aug 2026 · an wallafa a $63,409; BTC ya ƙaru da 31.1% tun daga lokacin“I don’t think I’ve ever been more bullish on Bitcoin over the next 12 months.”
02 May 2026 · faɗuwar 25.1% ta biyo baya kafin farfaɗowa“My base case for Q1 2036 is $11 million per Bitcoin.”
Mar 2026 · hasashen shekaru goma, ta hannun CointelegraphQuotes transcribed from his own public sources; stated views, not recommendations.
Babu ɗakin bidiyo da za a haɗa a nan. Hasashen Burnett na bainar jama'a rubuce-rubuce ne a X, kuma kowane hasashe da aka zana yana da mahaɗi zuwa ainihin rubutun.
Vice President of Bitcoin Strategy a Strive (Nasdaq: ASST), kamfanin baitul malin Bitcoin. A baya daraktan dabarun Bitcoin a Semler Scientific, daraktan binciken kasuwa a Unchained da mai jagorantar nazari a Blockware Solutions.
A watan Agusta 2026 rubutun Burnett ya ce mai yiwuwa gindin kasuwa ya riga ya samu kuma “sabon yanayin kasuwar bijimi ya fara.” Babban hasashen dogon lokaci, wanda aka ruwaito a Cointelegraph a watan Maris 2026, shi ne $11 miliyan kan kowane Bitcoin a Q1 2036.
Daga cikin hasashen Bitcoin guda shida masu kwanan wata daga Mayu zuwa Satumba 2026: uku sun tabbata (hasashen gindin kasuwa na Yuni da Agusta da hasashen yanayin kasuwa na ƙarshen Agusta), uku har yanzu a buɗe suke, kuma babu wanda ya saɓa a fili. Amma bayan rubutun Mayu na “ban taɓa samun kyakkyawan fata fiye da haka ba” an fara samun faɗuwar 25.1%, kuma hasashen na alkibla ne, ba na takamaiman farashi ba. Ku ɗauke shi a matsayin ra'ayi da aka rubuta, ba shawara ba.
Ta hanyar aiki a Strive, kamfanin da ke riƙe da Bitcoin a matsayin babban kadarar baitul malinsa. Hauhawar farashin Bitcoin na amfanar kamfanin mai ɗaukar aikin.
Hanyar Burnett: karanta bayanan masu haƙa, zagayen baya da ribar lamuni, sannan a faɗi yanayin kasuwa. Yaya kusancin hankalinku — ku auna shi da gaske da Trader Passport.
Yanzu sa hanyarka a aiki. Gwada ƙwarewarka a kan bayanan kasuwa kai tsaye — ba tare da haɗarin jari ba — a gasar BuyCrypt kyauta mai kyaututtuka na gaske.
Nazari ne na bayani da ilimantarwa bisa kayan da ke a bainar jama'a kawai (rubuce-rubucen Burnett masu kwanan wata a X, sanarwar naɗin Semler Scientific da rahoton Cointelegraph, waɗanda aka haɗa a shafin). Ba shawarar kuɗi ko ta zuba jari ba ce. Alƙaluma kusan-kusan ne kuma suna sauyawa koyaushe. Spotted an error, or are you Burnett? Gabatar da gyara →
An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 29 September 2026
