@mikemcglone11
Mai hasashen faɗuwar Bitcoin mafi taurin kai a Wall Street. McGlone masani ne kan dabarun kayayyakin masarufi mai takardar CFA a cikin Bloomberg Intelligence, wanda ya shafe 2026 gaba ɗaya yana jayayya cewa Bitcoin yana komawa $10,000 — kuma yana buga wannan ra'ayi, da kwanan wata kuma da sunansa, kusan kowane mako. Wannan ya sa ya zama mai sauƙin aunawa ba kasafai ba. Wannan taga ta ƙididdige shi a matsayin kuskure a mafi yawa.
A taƙaice. Mike McGlone babban masani ne kan dabarun kayayyakin masarufi a Bloomberg Intelligence, inda yake rubuta Bloomberg Commodity Outlook da Bloomberg Crypto Outlook na kowane wata. Ba mai tasiri ba ne: wannan bincike ne na cibiyoyi na sell-side mai shafinsa a Bloomberg Terminal, takardar CFA, da gogewar shekaru 25+ a kasuwannin futures. Tun ƙarshen 2025 shi ne kuma mai hasashen faɗuwa mafi ƙarfin murya a wannan rukunin kadarori — tsammaninsa na asali na 2026 shi ne Bitcoin zai koma kan matsakaici wajen $10,000, farashin da ya yi ta yawo kusa da shi a 2019–20 kafin zuban kuɗi na zamanin annoba. Yana bayyana matakin da zai karyata ra'ayinsa a fili, abu da ba kasafai ake gani ba kuma abin yabo. A wannan taga Bitcoin ya sha nuna faɗuwar da ya yi gargaɗi a kanta — sannan duk da haka ya ƙetare matakin karyatawarsa.
McGlone ya shiga Bloomberg a 2016 bayan shekaru sama da 25 na ciniki da bincike a futures da kayayyakin masarufi, sana'ar da ta fara a ɗakin Chicago Board of Trade. Kafin Bloomberg ya jagoranci binciken Amurka a ETF Securities, ya jagoranci kasuwancin kayayyakin masarufi a S&P Indices, kuma ya jagoranci binciken futures a ABN Amro. Yana da MBA daga DePaul, mai riƙe da takardar CFA ne kuma yana ɗauke da lakabin FRM. A Bloomberg Intelligence yana rubuta Commodity Outlook da Crypto Outlook na kowane wata, kuma jadawalansa suna yaɗuwa nesa da terminal domin shi da kansa yake buga su a X da LinkedIn.
Wannan tsarin cibiyoyi shi ne ainihin ma'anar aikinsa kan crypto: yana ɗaukar Bitcoin ba a matsayin juyin juya halin kuɗi ba, sai dai a matsayin beta — wakili mai tsananin sauyin farashi na S&P 500 wanda kuma yake fafatawa da miliyoyin wasu token. Ra'ayinsa na 2026 ya biyo daga wannan: idan hannayen jari suka koma kan matsakaici, Bitcoin zai koma da ƙarfi fiye da haka, zuwa yankin $10,000 inda yake ciniki kafin 2020.
Tarihin ba na gefe ɗaya ba ne kuma ba mu gabatar da shi haka ba. Ya taɓa zama na farko kuma daidai — ya nuna stablecoin masu goyon bayan dala a matsayin yanayin crypto mafi ɗorewa shekaru kafin hakan ya zama ra'ayin gama gari, kuma gargaɗinsa na 27 ga Afrilu da 1 ga Yuni a wannan taga faɗuwar 25.5% da 20.4% ta biyo su. Amma kuma ya yi kaikaice a bainar jama'a: a 19 ga Fabrairu 2026, kwana biyar kafin wannan tagar jadawali ta buɗe, CoinDesk ya bayar da rahoton cewa ya sassauta burinsa na faɗuwa daga $10,000 zuwa kusan $28,000 bayan masana sun kira adadin da ya gabata na tsoratarwa — Mati Greenspan na Quantum Economics ya ce hasashen “a zahiri banza ne.” Zuwa 2 ga Afrilu ya koma $10,000. Ya kamata mai karatu ya auna wannan kaikaice kamar yadda yake auna ra'ayin kansa.
Sources: x.com/mikemcglone11 · Bloomberg Intelligence · CoinDesk, Yahoo Finance, U.Today coverage
Macro daga sama zuwa ƙasa, komawa kan matsakaici. McGlone yana aiki da alaƙar da ke tsakanin kadarori maimakon alamun cikin gida na crypto: giciyen Bitcoin/zinare, Bitcoin idan aka kwatanta da rabon Nasdaq-100 da S&P 500, futures na fed funds na shekara ɗaya gaba (FF13–FF1), girman kasuwar Amurka idan aka kwatanta da GDP, da S&P 500 idan aka kwatanta da matsakaicinsa mai motsi na makonni 200. Yana kiran Bitcoin “ɗan tsana na hannayen jari” — babban beta ga hannayen jari, da kusan ninki 3 na sauyin farashi don riba ɗaya ta shekaru biyar. Ƙarfin hanyarsa shi ne a fili take, ana iya maimaita ta kuma ana iya karyata ta; shi da kansa yake bayyana matakin da zai tabbatar da cewa ya yi kuskure. Rauninta shi ne cewa tsarin komawa kan matsakaici ba shi da agogo: $10,000 ya kasance “inda Bitcoin ke tafiya” a duk shekarar 2026 alhali farashin ya yi yawo tsakanin $58.5k da $85.1k, kuma ra'ayin da ba za a iya sanya masa lokaci ba, ba za a iya ciniki da shi ba.
Tabbataccen hasashen faɗuwa. Kowace magana mai kwanan wata game da Bitcoin a wannan taga tana nuna ƙasa, zuwa ga burin komawa na $10,000; bai buga wani yanayi na hawa ba a cikin taga.
Maganganu na jama'a masu kwanan wata, waɗanda aka ɗauko daga rubuce-rubucen McGlone a X (an ɗauke su kalma-da-kalma, an haɗa hanyar a kowane katin) kuma aka kwatanta su da ainihin farashi. A wannan taga shi masani ne mai ra'ayi guda ɗaya — kowace magana bambancin “Bitcoin yana komawa $10,000” ce — don haka mun auna kowacce bisa abin da farashin ya yi da gaske a makonnin da suka biyo baya, ba bisa ko $10,000 ya riga ya bayyana ba. Biyu daga cikin gargaɗinsa faɗuwar lambobi biyu ta biyo su kuma an ƙidaya su a matsayin waɗanda suka tabbata. Uku sun tafi kishiyarsa, haɗe da wanda a ciki shi da kansa ya faɗi matakin karyatawarsa sannan kasuwa ta ƙetare shi. Idan aka ƙididdige da gaskiya, wannan taga ta faɗuwa ce: 2 sun tabbata · 1 a buɗe · 3 kishiyarsa.
“Highly correlated with the S&P 500, the BGCI could face a lose-lose, notably due to its much greater volatility.”
Magana a matakin ma'auni maimakon wani matakin Bitcoin: yayin da girman kasuwar hannayen jari ya miƙe zuwa mafi girma cikin ƙarni idan aka kwatanta da GDP kuma futures na fed funds suna 4.70%, ya yi jayayya cewa Bloomberg Galaxy Crypto Index yana asara ko hannayen jari sun hau ko sun faɗi. An buga a $81,236; kwana ɗaya bayan haka BTC yana $85,130 (+4.8%). Kwana ɗaya ba hukunci ba ne — a buɗe.
𝕏 Post“Cryptos May Face a Lose-Lose vs. Fed, Stocks” — @mikemcglone11 on X↗ x.com“Bitcoin may be tracking toward its enduring pivot around $10,000, and one simple factor could get it there -- about a 20% drawdown in the SPX that persists for a while, as has happened historically.”
Alamu uku na sayarwa da ya ambata, na farko shi ne “hawansa na baya-bayan nan zuwa shingen $80,000.” An faɗa a $77,262. BTC ya sauka 2.2% kawai zuwa $75,590, sannan ya wuce kai tsaye ta shingen da ya ambata kuma yanzu yana $85,130 (+10.2%) — 6.4% sama da matakin da ya kamata ya tsayar da shi. Faɗuwar SPX da yake buƙata ba ta zo ba.
𝕏 Post“Bitcoin Sell Signals - Elevated Stocks, Fed Hikes” — @mikemcglone11 on X↗ x.com“Bitcoin showing comfort below $69,000, despite the record-setting stock market, may signal continued reversion toward $10,000.”
Rubutunsa da aka fi nakaltowa a shekarar, kuma mafi muni wajen lokaci. An faɗa a $63,031 — rubutunsa da kansa ya ce “At $63,000 on Aug. 16,” wanda ya yi daidai da kasuwa. BTC ya faɗi daidai 0.3% ƙari, zuwa $62,844 washegari, sannan ya hau ba tare da shi ba: yanzu yana $85,130, wato +35.1%. Kwanciyar hankali ƙasa da $69,000 da ya bayyana ta ɗauki kwana ɗaya kaɗai ƙari.
𝕏 Post“Faustian Bargain Unwind? Bitcoin Under $69,000” — @mikemcglone11 on X↗ x.com“Now, among millions of cryptocurrencies, Bitcoin -- the first, launched in 2009 -- is falling despite the record-setting stock market.”
Maganarsa mafi kyau wajen lokaci a wannan taga. An buga a $73,599, wanda shi ne daidai ƙolin makonni shida masu zuwa — BTC bai taɓa wuce wannan ba kuma ya faɗi 20.4% zuwa $58,566 ya zuwa 1 ga Yuli, mafi ƙasa a duk tagar. Hanya da lokaci sun yi daidai; makomar ba ta yi ba, kuma tun daga lokacin BTC ya farfaɗo zuwa $85,130 (+15.7%).
𝕏 Post“What Stops Bitcoin Reversion Toward $10,000? Failing vs. Stocks” — @mikemcglone11 on X↗ x.com“Yet the plunging Bitcoin/gold cross suggests risks are leaning red for beta in 2026.”
Gargaɗin haɗari maimakon buri, kuma ya biya. An faɗa a $78,638. Da farko BTC ya tafi 4.3% kishiyarsa zuwa $82,018 a 11 ga Mayu, sannan ya zame 25.5% zuwa $58,566 — faɗuwa mafi zurfi a wannan taga. Duk wanda ya rage haɗari saboda haka an biya shi na tsawon watanni biyu. Tun daga lokacin farashi ya farfaɗo zuwa $85,130 (+8.3%), don haka gargaɗin ya yi aiki amma hasashen faɗuwar bai yi ba.
𝕏 Post“Collapsing Bitcoin vs. Gold and Lofty Stocks” — @mikemcglone11 on X↗ x.com“Prove me wrong - stay above $75,000.”
Maganar mafi gaskiya a wannan shafi kuma kuskuren da ya fi bayyana — saboda shi da kansa ya kafa sharuɗɗan. An faɗa a $67,077. Da gaske BTC ya faɗi 12.7% zuwa $58,566 da farko, don haka ɓangaren faɗuwar na gaskiya ne. Amma ya sake kwato $75,000 a 17 ga Afrilu, ya tsaya sama da shi na kwana 32 a jere tun 22 ga Agusta, kuma yana ciniki a $85,130 — 13.5% sama da layin da ya zana da +26.9% tun rubutun. Kasuwa ta yi daidai abin da ya nema.
𝕏 Post“Potential $10,000 Bitcoin in 2026” — @mikemcglone11 on X↗ x.comSakamakon karatunmu ne kan matsayin da ya bayyana idan aka kwatanta da ainihin farashi, ba nasa ƙididdigar ba. Zantuka kalma-da-kalma ne daga rubuce-rubucen da aka haɗa. Burinsa na $10,000 magana ce ta 2026 kuma shekarar ba ta ƙare ba — katunan da aka yiwa alama “ya tafi kishiyarsa” na nufin farashi ya motsa gaba da maganar a wannan taga, ba cewa an kammala hukunci kan ra'ayin ba.
McGlone ma'aikaci ne mai albashi na bincike, ba kasuwancin kafofin watsa labarai ba — wannan yana kawar da rikice-rikicen sha'awa na masu tasiri kuma yana shigar da wani saiti daban, mafi shiru.
Bloomberg Intelligence ce ta ɗauke shi aiki. Babu kwas, babu ƙungiyar alamu, babu hanyar haɗin tallafi kuma babu littafin token da aka bayyana — ana rarraba binciken sa ga masu biyan kuɗin Bloomberg Terminal kuma ana buga shi kyauta a X.
Kowane rubutu yana ƙarewa da hanyar zuwa cikakken rahoto on the Bloomberg. A aikace, rubuce-rubucen kyauta talla ne na biyan kuɗin bayanai na cibiyoyi — ƙarfafa gwiwa mai sauƙi amma na gaskiya zuwa ga maganganun da ake tunawa kuma ake nakaltowa.
Kanun labari na Bitcoin a $10,000 yana tafiya nesa fiye da “yana tsaka-tsaki”. CoinDesk ya ruwaito a 19 ga Fabrairu 2026 cewa saboda suka ya sassauta burin zuwa kusan $28,000, sannan ya koma $10,000 cikin makonni. Auna adadin idan aka kwatanta da ƙarfafar zama abin tunawa.
“Prove me wrong - stay above $75,000.”
05 Apr 2026 · matakin karyatawar da shi da kansa ya kafa — kuma kasuwa ta ƙetare shi“Bitcoin fits into my stock-puppet category due to its high correlation with the SPX, especially when beta declines, and its position as the first cryptocurrency now competing with millions of others.”
13 Sep 2026 · tsarinsa na asali: Bitcoin a matsayin beta na hannayen jari mai lamuni“Bitcoin's performance has roughly matched the S&P 500 over the past five years, yet the first-born crypto trades with almost 3x the volatility. By the rules of risk and portfolio management -- that's a dud.”
13 Sep 2026 · hujjar sarrafa fayil ɗin saka hannun jari game da rashin riƙe shiAn ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.
McGlone ba ya gudanar da tashar bidiyo. Abin da yake samarwa shi ne Bloomberg Commodity da Crypto Outlook na kowane wata, waɗanda ake rabawa ta terminal, yayin da yake buga jadawalai da taƙaitawa a fili a X. Rubuce-rubucen masu kwanan wata da aka zana a sama su ne ainihin tarihin:
Babban masanin dabarun kayayyakin masarufi a Bloomberg Intelligence, inda yake rubuta Bloomberg Commodity Outlook da Bloomberg Crypto Outlook na kowane wata. Ya shiga Bloomberg a 2016 bayan shekaru 25+ a futures da suka fara a Chicago Board of Trade, kuma a baya ya jagoranci binciken Amurka a ETF Securities da kasuwancin kayayyakin masarufi a S&P Indices. Mai riƙe da takardar CFA ne kuma yana ɗauke da lakabin FRM.
Domin yana ɗaukar Bitcoin a matsayin bayyanar da hannayen jari mai babban beta maimakon kadara ta kuɗi. Hujjarsa ita ce $10,000 shi ne cibiyar ƙididdiga ta Bitcoin kafin annoba — kusan matsakaicinsa na 2019–20 kuma yankin da aka fi yin ciniki tun futures ya fara a 2017 — kuma hawa sama da wannan ya nuna kwararar kuɗi na 2020–21 ba ƙimar da za ta dore ba. Ya ce faɗuwar S&P 500 da ta ci gaba da kashi 20% ita ce kaɗai abin da zai kai farashin can.
Har yanzu babu. A tagar da aka zana a wannan shafi Bitcoin ya yi yawo tsakanin $58,566 da $85,130 kuma bai taɓa kusanci $10,000 ba. Biyu daga cikin gargaɗinsa masu kwanan wata faɗuwar gaske ta 25.5% da 20.4% ta biyo su, amma uku sun tafi kishiyarsa — haɗe da rubutunsa na 5 ga Afrilu, inda ya ambaci $75,000 a matsayin matakin da zai tabbatar da cewa ya yi kuskure, kuma Bitcoin ya tsaya sama da shi fiye da wata guda.
Bincike ne na cibiyoyi na sell-side, ba shawara ba, kuma aikinsa a fili yake ba kasafai ba: mai kwanan wata, da sunansa, tare da matakin karyatawa a bayyane. Wannan shi ne ya sa ana iya duba shi, shi ya sa kuma ake iya ƙididdige shi a nan. Yana kuma nufin tsarinsa na ra'ayi guda na komawa kan matsakaici ba shi da ɓangaren lokaci — ka ɗauke shi a matsayin ra'ayin macro da aka rubuta, ba alamar ciniki ba.
McGlone yana ciniki da alaƙar da ke tsakanin kadarori, ba kadarar kanta ba — kuma yana faɗa a bayyane abin da zai tabbatar da cewa ya yi kuskure. Yaya kusa hankalinka yake? Auna shi da gaske da Trader Passport.
Yanzu yi amfani da fahimtarka. Gwada gwanintarka kan bayanan kasuwa na ainihi — ba tare da haɗarin jari ba — a gasar BuyCrypt kyauta mai kyaututtuka na gaskiya.
Bincike na bayarwa da ilimantarwa wanda ya dogara kawai kan kayan da jama'a ke iya gani — rubuce-rubucen McGlone masu kwanan wata a X, waɗanda aka ɗauke kalma-da-kalma, da rahotannin wasu kafofi masu kwanan wata, duka an haɗa hanyoyinsu a kowace magana. Ba shawarar kuɗi ko saka hannun jari ba ce. Yana buga cikakken binciken sa a Bloomberg Terminal; wannan aikin da ake biya ba a nakalto shi ko a ƙididdige shi a nan ba kuma yana iya ɗauke da sharuɗɗan da waɗannan rubuce-rubucen jama'a ba sa nunawa. Adadi na kusan ne kuma suna sauyawa koyaushe. Spotted an error, or are you Mike? Gabatar da gyara →
An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 21 September 2026
