@novogratz
Tsohon abokin tarayya a Goldman da ya koma manajan asusun macro sannan Shugaba na kamfanin crypto — kuma ɗaya daga cikin ƴan manyan masu hasashen hauhawar Bitcoin da ke bayyana matakin farashi da ranar a fili, sannan ya zauna da sakamakon. Shekararsa ta 2026 tana nuna bambanci tsakanin abubuwa biyu: inda ya faɗi lamba, sau da yawa ya yi daidai; inda ya bayyana yanayin hankalin kasuwa, sau da yawa bai yi daidai ba.
A taƙaice. Mike Novogratz shi ne wanda ya kafa, Shugaba kuma shugaban kwamitin Galaxy Digital (NASDAQ: GLXY), kamfanin crypto da kayan more rayuwa na AI da ya gina bayan shekaru goma sha ɗaya a Goldman Sachs da lokacin da ya yi a matsayin principal kuma CIO na asusun macro a Fortress. Shi mai hasashen hauhawa ne na dindindin amma da sharuɗɗa: hujjarsa game da Bitcoin hujja ce ta bashin ƙasa — tsaunin bashi na dala tiriliyan 39–40 wanda a ganinsa hauhawar farashi kaɗai ke iya narkar da shi — kuma ba ta canzawa sosai da farashi. Abin da ke canzawa shi ne karatunsa na ɗan gajeren lokaci, kuma a 2026 wannan karatun ya kasance takamaimai ba a saba gani ba. A watan Yuli ya sanya kewayon $60,000–$80,000 don sauran shekarar kuma ya ce Bitcoin «probably holds $60,000»; haka kuwa ya kasance, kuma farashin ya ɗan fito sama da ƙarshen wannan kewayon yanzu. A ƙarshen Yuni ya kira yankin $59,000–$60,000 matakin da ya fi muhimmanci, kwana huɗu kafin ainihin ƙasan $58,566. Amma a cikin waɗannan makonni biyu ya gaya wa masu saka jari cewa kasuwa tana da «no energy» da «no new buyers» kuma su jira har Maris na shekara mai zuwa — sai Bitcoin ya tashi nan da nan da 29.7%. A watan Satumba, hasashensa cewa dokar CLARITY Act za ta kai zauren Majalisar Dattawa ya zama kuskure cikin kwana uku. Uku daga cikin hasashe tara masu kwanan wata da ke ƙasa sun cika, huɗu na nan a buɗe, biyu kuma sun sāɓa masa.
Novogratz ya shiga Goldman Sachs a 1989, ya jagoranci harkokin kuɗin da ke da riba ta tsayayye a Asiya da Latin Amurka, kuma an zaɓe shi abokin tarayya a 1998. A 2002 ya koma Fortress Investment Group a matsayin principal, daga baya ya zama shugaba kuma babban jami'in saka jari na Fortress Macro Fund. A 2018 ya kafa Galaxy Digital, yanzu kamfani ne a kasuwar Nasdaq da ke ba hukumomi ciniki, shawara, sarrafa dukiya, staking, ajiya da tokenization. Ya kammala karatun tattalin arziki a Princeton kuma ana kiyasta dukiyarsa a $5.8 billion.
Abu mafi muhimmanci game da Galaxy a 2026 shi ne cewa ba kasuwancin crypto kaɗai ba ne. Kamfanin ya fita gaba ɗaya daga hakar Bitcoin kuma ya sake gina waɗannan wuraren a matsayin cibiyoyin bayanai na AI da kwamfuta mai ƙarfi, wanda ya dogara kan filin Helios mai gigawatt 1.6 a Texas, tare da abokan ciniki kamar CoreWeave. Wannan juyin ya faru a tsakiyar kasuwar crypto mai tsanani: Galaxy ya ba da rahoton asarar $1.08 kan kowace hannun jari a kwata na huɗu na 2025 idan aka kwatanta da tsammanin $0.92 — hannun jarin ya faɗi da 16.87% a rana ɗaya — sannan asarar tsantsa ta $216 million a kwata na farko na 2026 yayin da farashin kadarorin dijital ya faɗi, kudaden shiga sun ragu da 22% zuwa kusan $10 billion. Don haka idan ya ce yana da hasashen hauhawa, yana magana ne kan littafin da ke asara, daga kujerar da rabin sauran kasuwancin yanzu ke sayar da wutar lantarki ga kamfanonin AI. Duka gaskiyar biyu sun cancanci a rubuta.
Sources: galaxy.com · x.com/novogratz · dated third-party coverage (Yahoo Finance, TheStreet, Benzinga, Stocktwits, The Daily Hodl)
Macro daga sama zuwa ƙasa, bashin ƙasa da farko. Novogratz yana ɗaukar Bitcoin a matsayin katin sakamako na tsarin kuɗi na gwamnati: gibin kasafi, hanyar bashi zuwa GDP, dala, da abin da Fed ke tilastawa ya yi game da su. Daga nan sai ya sauka zuwa kwararar kuɗi da tsarin cikin kasuwa — wa ne mai siye na ƙarshe, shin kuɗin caca ya koma hannayen jarin AI ko caca ta wasanni, me ma'aunin Strategy ke yi wa amana — sannan kuma sai matakan farashi. Abin mamaki ga shugaban asusu, yana faɗin waɗannan matakan a bayyane: kewayo na shekara, yankin tallafi mai muhimmanci, lamba da za ta gaya masa cewa tallafin ya riƙe. Mafi ƙarfinsa shi ne gano yankin da ke ƙarƙashin matsin lamba; mafi raunin sa shi ne hasashen juyewar hankalin kasuwa, inda ya sha zama mafi baƙin ciki kwanaki kaɗan kafin ƙasa ta kafu.
A tsarin gini yana da hasashen hauhawa kan Bitcoin saboda dalilan bashi da raguwar darajar kuɗi waɗanda ba sa canzawa da farashi, amma da gangan yana cikin kewayo a ɗan gajeren lokaci: tunaninsa na asali don 2026 shi ne $60k–$80k, ba tsallakewa ba.
Maganganu tara masu kwanan wata daga samfurin 2026 mai gudana — bakwai daga rahotannin ɓangare na uku masu kwanan wata, biyu kuma daga asusunsa na X — an sake ɗauko kowanne daga tushensa kuma an tabbatar da shi kalma-da-kalma a wannan shafin kafin a saka shi cikin ginshiƙi. Rabon da ke ƙasa shi ne ainihin manufar wannan fayil ɗin: lokacin da Novogratz ya faɗi lamba sau da yawa ya yi daidai, kuma lokacin da ya bayyana yanayin kasuwa sau da yawa bai yi daidai ba — wani lokaci a mako guda. Katunan 27 ga Yuni da 24 ga Yuni kwana uku ne tsakaninsu kuma suna ja zuwa hanyoyi masu sāɓa wa juna; duka biyun suna nan.
“Clarity isn't dead!! Lots of negotiating over the weekend. My instinct is the bill makes it to the floor. It all depends on if we get the White House to move on ethics to see if we get a law.”
CLARITY Act shi ne abu na farko a jerin nasa na abin da Bitcoin ke buƙata don kaiwa $100k, don haka wannan hasashen kasuwa ne kamar yadda yake na siyasa — kuma ana iya tabbatar da shi. Ya faɗi: ƙudurin ya sha kaye a ƙuri'ar tsari ta Majalisar Dattawa a 15 ga Satumba, kwana uku bayan haka, bai kai ƙuri'u 60 da ake buƙata ba. Don haka rabin sakon da ake iya tabbatarwa ya zama kuskure cikin kwana uku — amma kasuwa ba ta hukunta shi ba. Daga $77,204 BTC ya sauka zuwa $75,590 (−2.1%) sannan ya farfaɗo zuwa $81,245 (+5.2%). Kuskure kan ƙudurin, daidai a gefen farashi: an rubuta shi a matsayin a buɗe maimakon ya sāɓa, domin ginshiƙin bai ba da hujjar ƙidaya shi a matsayin asara ba. Hukuncinsa da safiyar gobe: «Govt feels broken».
𝕏 Post“Clarity isn't dead!!” — Mike Novogratz on X, 12 Sep 2026↗ x.com“It's the govts inability to deal with its spending addiction that keeps me bullish BTC even in a year where the energy in the crypto space is low.”
An buga shi kan bayanan gibin kasafi na Yuli — $334bn shigowa, $766bn kashewa, rami na $432bn cikin wata ɗaya — yayin da Bitcoin ke kwance kusa da matakan ƙasa. Duk da haka ya tsaya kan hujjarsa, kuma ya yi aiki: daga $63,409 BTC ya sauka da −0.9% kaɗai zuwa $62,844 kafin ya tashi da +28.2% zuwa $81,265, kuma yana kan $81,245 yau, wato +28.1%. Hasashen hauhawa mafi tsafta a wannan samfurin.
SourceUS fiscal deficits keep Galaxy CEO Mike Novogratz bullish on Bitcoin (The Daily Hodl, reporting his 13 Aug X post)↗ dailyhodl.com“I think Bitcoin probably holds $60,000. There's too many people who have bought into the Bitcoin story as its own store of value for it to go away”
Hasashensa mafi daidai a shekarar: tunanin asali na $60,000–$80,000 don sauran 2026, inda $100k ke buƙatar abubuwa uku da ya ambata — Clarity Act, rage ƙimar riba ta Fed, da sake farfaɗowar masu siye. Ƙasan ya riƙe. Daga $64,670 mafi ƙasƙanci da BTC ya sauka shi ne $62,773 (−2.9%), sama da $60k cikin nutsuwa; mafi tsayi shi ne $81,265 (+25.7%), 1.6% sama da ƙarshen kewayonsa; kuma yau yana ɗan sama da wannan rufin a $81,245 (+25.6%), kimanin 1.6% sama da $80,000. Abin da aka zana a nan shi ne hasashensa na ƙasa, kuma ya riƙe; rufin kuwa an ɗan shafe shi yanzu. Babu ko ɗaya daga cikin sharuɗɗansa uku na $100k da ya cika, kuma $100k bai zo ba.
SourceBillionaire investor says Bitcoin could hit $100,000 only if these things happen (TheStreet / Yahoo Finance)↗ sg.finance.yahoo.com“Every young kid who used to buy Solana is buying Hynix or some memory company”
Wannan lura ce kan inda kuɗin caca ya tafi, ba maƙasudin farashi ba — amma da'awa ce mai kwanan wata cewa mai siye na ƙarshe na Solana ya tafi, kuma idan aka auna da farashi ta tsufa mummuna. Daga $76.31 SOL ya sauka da −5.8% kaɗai zuwa $71.89, sannan ya tashi da +47.7% zuwa $112.70 kuma yana riƙe da $111.70 (+46.4%) — ya zarce Bitcoin ɗin da yake kare a wannan hirar. An rubuta shi a matsayin ya sāɓa bisa shaida, tare da lura cewa bai taɓa ba da lamba kan SOL ba.
SourceBillionaire investor says Bitcoin could hit $100,000 only if these things happen (TheStreet / Yahoo Finance)↗ sg.finance.yahoo.com“Bessent came and piled on as a strong dollar guy. You know, strong dollar is weak Bitcoin.”
Ya bayyana sayarwar a matsayin «MicroStrategy-led breakdown in confidence» wanda Fed mai tsauri da Sakataren Baitulmali da ya fara yabon ƙarfin dala suka ƙara tsananta — yayin da Strategy ke zaune kan kusan $14bn na asarar da ba a gane ba, kuma 'yan kasuwa, a cewarsa, suna ƙoƙarin «jam Bitcoin super down and explode him». Bincike ne, ba maƙasudi ba, don haka an rubuta shi a matsayin a buɗe. Abin da ya biyo baya yana da muhimmanci: ya faɗi haka a $59,495, kwana biyu kafin ƙasan $58,566 (−1.6%), bayan haka BTC ya tashi da +36.6% zuwa $81,265 kuma yanzu yana +36.6% sama.
SourceBillionaire investor reveals key reasons behind Bitcoin's decline (TheStreet / Yahoo Finance)↗ finance.yahoo.com“I wish I had compared the Alibaba chart and the Bitcoin chart before I bought it,”
A shirinsa ya kira riƙe yankin $59,000–$60,000 «stunningly important», ya ce karyewa zai buɗe ƙofa zuwa $45,000, kuma ya ba kasuwa alamar gwaji don mako mai zuwa: kusan $55,000 zai nuna ƙarin faɗuwa a gaba, kusa da $62,000 kuma zai nuna tallafin ya riƙe. Alamar ta tashi zuwa ga hauhawa. Daga $60,022 ƙasan shi ne $58,566 (−2.4%) a 1 ga Yuli — kusa sosai da yankinsa kuma kwana huɗu kafin ainihin ƙasa — sannan $62,554 ya bayyana a 4 ga Yuli kuma BTC ya tashi da +35.4% zuwa $81,265. $45,000 ɗinsa bai taɓa zuwa ba. Cacar daidai da ya haɗa da shi — $45k kafin $85k — ba ta warware ba: babu ɗaya daga cikin matakan da ya bayyana.
SourceGalaxy CEO Mike Novogratz says a turn in Alibaba could signal Bitcoin has bottomed (Stocktwits / Yahoo Finance)↗ finance.yahoo.com“Right now, it's a good brand. It just has no energy. There are no new buyers”
A muhawara da Anthony Scaramucci ya bayyana cewa buƙatar ta ƙare kwata-kwata — kuma ya gaya wa masu saka jari na dogon lokaci su jira har «March of next year before you scratch your head». Kwana shida bayan haka Bitcoin ya kafa ƙasa. Daga $62,662 ya faɗi da −6.5% kaɗai zuwa $58,566 sannan ya tashi da +29.7% zuwa $81,265, kuma yau yana +29.7% sama — kuma ya yi haka ba tare da juyin Fed da ya ce cinikin raguwar darajar kuɗi ke jira ba. Karatun hankalin kasuwa mai kwanan wata da ake iya tabbatarwa, wanda kasuwa ta karyata cikin wata biyu.
SourceBillionaire investor issues Bitcoin warning — why he's ‘worried’ about BTC's future (Benzinga / Yahoo Finance)↗ finance.yahoo.com“We actually need inflation”
Injin da ke ƙarƙashin duk abin da yake faɗa na hauhawa: da bashin Amurka kusa da $39.2 trillion, ra'ayinsa shi ne Washington ba zai iya girma ya fita daga ciki ba kuma dole ne ya narkar da shi a hankali ta hauhawar farashi — a gudanar da 4% yayin da ake alkawarin 2% tsawon shekaru goma — tare da hatsarin cewa tsammanin zai ɓace daga ƙangi kuma ƙonawar da ake sarrafawa ta zama guguwa. Wannan hujja ce ta macro na shekaru masu yawa ba tare da matakin farashi ko ranar ƙarshe ba, don haka an rubuta ta a matsayin a buɗe. Don rikodi: BTC yana +22.6% tun daga lokacin, daga $66,293 zuwa $81,245, bayan da farko ya faɗi da −11.7% zuwa $58,566.
SourceVeteran investor reveals one way out of $40 trillion U.S. debt (TheStreet / Yahoo Finance)↗ finance.yahoo.com“It's not my prediction that we break [$100,000] this year”
An faɗi a taron sakamakon kwata na farko na Galaxy, a ranar da kamfanin ya ba da rahoton asarar tsantsa ta $216 million. Yanayi ne da ba kasafai ba inda mai hasashen hauhawa ya ƙi bayar da lamba ta hauhawa a fili: ya bayyana cewa dawowa sama da $100k na buƙatar sassaucin Fed wanda «ugly inflation prints» daga yaƙin Iran za su hana. Ya zuwa yanzu yana da gaskiya — daga $77,367 mafi tsayi da BTC ya kai shi ne $82,018 (+6.0%), kuma yau yana $81,245 (+5.0%), yana buƙatar +23% cikin wata uku don a tabbatar ya yi kuskure. Amma hasashen yana gudana har ƙarshen shekara, fiye da wannan ginshiƙin, don haka ya kasance a buɗe maimakon a ba shi maki. Ka lura da farashin wannan ra'ayi da aka faɗa da wuri: a tsakani BTC ya faɗi da −24.3% zuwa $58,566.
SourceBitcoin won't crack $100K this year, Galaxy CEO Mike Novogratz says (Benzinga / Yahoo Finance)↗ finance.yahoo.comSakamakon shi ne yadda muka karanta matsayin da ya bayyana idan aka auna da ainihin farashin CoinGecko, ba nasa maki ba. Ana ba kowane kati kwanan ranar da aka faɗi kalmomin da gaske — ranar bugawa ta tushen, alamar lokaci ta saƙon X, ko ranar da shafin da kansa ya ambata (katin 28 ga Afrilu shi ne taron sakamakon kwata na farko wanda labarin ya ambata a fili). Duk abin da ƙarshensa ya wuce wannan taga ginshiƙin ana rubuta shi a matsayin har yanzu a buɗe, ba a taɓa ƙidaya shi a matsayin nasara ba. Maki na kwanan nan na iya juyawa.
Novogratz ba mai sharhi ne kawai mai riƙe da jari ba — shi ne wanda ya kafa, Shugaba, shugaban kwamiti kuma fuska mafi girma a bainar jama'a na kamfanin da ke kasuwar Nasdaq wanda kudaden shigarsa ya dogara kan harkokin crypto kuma, yana ƙaruwa, kan wutar lantarki don AI. Asusunsa na X yana ɗauke da alamar haɗin gwiwa ta hukuma da Galaxy. Duk abin da ya faɗa, daga wannan kujera yake faɗa.
Shi ya kafa shi, shi yake gudanar da shi kuma shi ne shugaban kwamitinsa. Galaxy yana ciniki, bayar da rance, sarrafa dukiya, staking da ajiya ga hukumomi — don haka kasuwar crypto mai ƙarfi kai tsaye tana nufin kwata mafi kyau. Kamfanin ya yi asarar $216m a kwata na farko na 2026 tare da kudaden shiga da suka ragu da 22% zuwa kusan $10bn, bayan gazawar kwata na huɗu na 2025 da ta sauke hannun jarin da 16.87% a zaman guda.
Galaxy ya fita gaba ɗaya daga hakar Bitcoin kuma ya mayar da waɗannan wuraren zuwa cibiyoyin bayanai na AI da kwamfuta mai ƙarfi — filin Helios mai 1.6GW a Texas, abokan ciniki ciki har da CoreWeave, wuri na biyu a Texas mai girman kadada 500, da yarjejeniyar sanya suna a filin wasa ta $75m. Rabin kasuwancinsa yanzu yana cin riba daga wannan hauhawar AI ɗin da yake zargi da tsotse masu siyen crypto — abin tunawa lokacin da yake bayyana inda kuɗin caca ya tafi.
Ana kiyasta dukiyarsa a $5.8 billion, mafi yawanta na da alaƙa da Galaxy da kadarorin dijital, kuma yana yin fafutuka a fili don dokokin crypto — CLARITY Act ɗin da ke cikin hasashen da ke sama doka ce da kamfaninsa zai amfana da ita. Yana tare da masu riƙe da kadarori, kuma yana da sha'awa a fili.
“I think Bitcoin probably holds $60,000.”
20 Jul 2026 · hasashen da ya yi aiki“Right now, it's a good brand. It just has no energy. There are no new buyers”
24 Jun 2026 · kwana shida kafin ƙasan“Govt feels broken. 18 months of work between our industry, Democrats, and Republicans, and Clarity falls apart on the 5-yard line,”
16 Sep 2026 · bayan hasashensa ya faɗiAn ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.
Babu ɗakin bidiyo da za a haɗa — Novogratz ba shi da tashar YouTube ta kansa, kuma ta Galaxy ta kamfani ce. Maganarsa kan kasuwa tana rayuwa a shirye-shiryen wasu da kuma a X, kuma shi ya sa kowane hasashe da ke sama ke haɗawa da shafi mai kwanan wata da ke ɗauke da kalmomin da aka ambata. Bayyanuwar da aka saka a ginshiƙi a nan su ne shirye-shiryen SALT da All-In Markets tare da Anthony Scaramucci (13–24 ga Yuni), kashinsa na All Things Markets tare da Scaramucci (27 ga Yuni), wani sake dubawa na shiri (29 ga Yuni), hira ta Yuli (20 ga Yuli), taron sakamakon kwata na farko na Galaxy (28 ga Afrilu), da saƙonninsa na X na 13 ga Agusta da 12 ga Satumba.
Wanda ya kafa, Shugaba kuma shugaban kwamitin Galaxy Digital (NASDAQ: GLXY). Ya shafe shekaru goma sha ɗaya a Goldman Sachs, ya zama abokin tarayya a 1998, sannan ya koma Fortress Investment Group a matsayin principal kuma CIO na asusun macro kafin ya kafa Galaxy a 2018. Ya kammala karatun tattalin arziki a Princeton, ana kiyasta dukiyarsa a dala biliyan 5.8, kuma yana ɗaya daga cikin masu hasashen hauhawar Bitcoin na hukumomi da aka fi ambata a kasuwa.
Tunaninsa na asali don 2026, wanda ya bayar a watan Yuli, shi ne kewayon $60,000–$80,000 don sauran shekarar — ba tsallakewa ba. A watan Afrilu ya ce Bitcoin ya wuce $100,000 a wannan shekara «not my prediction» ne, kuma ya ambaci sharuɗɗa uku don lambobi shida: zartar da CLARITY Act, rage ƙimar riba ta Fed, da sabbin masu siye. Babu ɗaya da ya faru. A dogon lokaci yana jayayya cewa bashin Amurka hauhawar farashi kaɗai ke iya narkar da shi, kuma wannan ita ce hujjarsa ta hauhawa ta tsari.
Cakuɗe, kuma ginshiƙin da ke sama ya faɗi haka: uku daga cikin hasashe tara masu kwanan wata na 2026 sun cika, huɗu na nan a buɗe kuma biyu sun sāɓa masa. Ya ambaci yankin ƙasa na $59k–$60k kwana huɗu kafin matakin mafi ƙasƙanci kuma ƙasansa na $60,000 ya riƙe — amma kuma ya gaya wa masu saka jari a ƙarshen Yuni cewa babu «no new buyers» kuma su jira har Maris 2027, kwana shida kafin tashin kashi 29.7%, kuma hasashensa na Satumba cewa CLARITY Act zai kai zauren Majalisar Dattawa ya faɗi cikin kwana uku.
Shi shugaban asusu da kamfani ne, ba mai ba da shawara mai lasisi ba, kuma kudaden shigar kamfaninsa ya dogara kan kasuwar da yake yin sharhi a kanta — Galaxy yana ciniki, bayar da rance da sarrafa crypto ga hukumomi, kuma yana yin fafutuka a fili don dokokin crypto. Tarihinsa a nan da gaske cakuɗe ne. Ka ɗauki ra'ayoyinsa a matsayin ra'ayi da aka rubuta, mai kwanan wata kuma mai sha'awa — kada ka taɓa yin ciniki da shi a makance.
Novogratz yana aiki daga sama zuwa ƙasa yana farawa daga bashin ƙasa, sannan ya ambaci kewayo ya zauna a cikinsa. Ta yaya hankalinka ya kusa — auna shi da gaske da Trader Passport.
Yanzu sa hanyarka aiki. Gwada fifikonka kan bayanan kasuwa na kai tsaye — babu haɗarin jari — a gasar BuyCrypt kyauta mai kyaututtuka na gaske.
Nazari na bayanai da ilimi wanda ya dogara sosai kan kayan da ake samu a fili (rahotanni masu kwanan wata na wasu kafofi da post ɗinsa na X na jama'a, an haɗa hanyar haɗi a kowace magana). Ba shawarar kuɗi ko zuba jari ba ce. Adadi kusan ne kuma yana canjawa kullum. 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 19 September 2026
