Borong Bitcoin Episode 35 - April 2026

Summary

In this 35th episode of 'Borong Bitcoin,' the host shares his 35-month journey of consistently investing in Bitcoin. He discusses the weakening USD, geopolitical shifts, and the growing tension between the US and Iran, predicting a multipolar world. The host also warns of an AI market bubble while highlighting Bitcoin’s potential rise to $89,000 by 2026. He emphasizes the importance of education and crypto adoption for future wealth creation and shares insights into his personal investment, projecting substantial growth in the coming years. The episode is a mix of financial advice, global trends, and personal reflections.

Takeaways

• 😀 The speaker has been consistently purchasing Bitcoin every month for 35 months, documenting the process for future reflection and learning.
• 😀 The US dollar is weakening, and the speaker notes that if the USD hadn't weakened, the Indonesian Rupiah (IDR) would be much stronger than its current value of 16,900.
• 😀 The ongoing US-Iran conflict could potentially lead to a multipolar world, with countries like Russia and China gaining significant influence as the US shifts focus.
• 😀 The trade war between the US and China caused significant disruptions, but China has managed to grow its export market, especially in Southeast Asia.
• 😀 Political instability in the US, especially with divisions between Republicans and Democrats, may have long-term consequences on military and economic policy.
• 😀 There is a growing bubble in AI-related investments, with some companies being overvalued. However, the trend towards AI and its applications remains strong.
• 😀 Bitcoin's current price is around $65,000, but the speaker predicts it could rise significantly in 2026, possibly reaching $90,000.
• 😀 The speaker highlights that Bitcoin has a tendency to bottom out over long periods and sees a potential breakout around 2027 or 2028.
• 😀 Global adoption of cryptocurrencies is expanding, with major financial institutions like Morgan Stanley and JP Morgan incorporating blockchain technology into their financial transactions.
• 😀 Countries like Thailand and Indonesia may capitalize on the growing crypto market by offering tax incentives or crypto-friendly regulations to attract investors and businesses.
• 😀 The speaker believes that generational wealth transfer will increasingly happen through AI and crypto investments, and that countries with favorable regulations will benefit the most from this shift.

Q & A

What is the purpose of this video series, 'Borong Bitcoin'?

The purpose of 'Borong Bitcoin' is to document the host's personal journey of consistently purchasing Bitcoin every month, totaling a significant amount over the course of the series. It's meant to be both a personal record and an educational resource for viewers, showcasing the host's predictions and observations on Bitcoin's future market trends.

Why does the host believe that the USD is weakening?

The host attributes the USD's weakness to global geopolitical dynamics, particularly the ongoing tensions between the US and Iran. They suggest that the USD's weakness has kept the Indonesian Rupiah relatively stable at 16,900, which could have been lower if the USD hadn't weakened.

How does the host compare the current US-Iran conflict to historical events?

The host draws parallels between the current US-Iran conflict and the historical war between the British Empire and Egypt over the Suez Canal. They suggest that the global balance of power is shifting, with countries like Russia benefiting from the distraction of the US in the Middle East.

What role does China play in the global trade war according to the host?

China, according to the host, is taking advantage of the US-China trade war. While the US imposed tariffs on Chinese goods, China shifted its exports to Southeast Asia, where its trade grew significantly. This has increased China's influence in the region.

What is the host's perspective on Bitcoin’s future price in 2026?

The host predicts that by 2026, Bitcoin could potentially reach a value between $89,000 and $90,000, as part of its long-term market cycles. They mention that Bitcoin typically goes through a long bottoming phase and that its breakout may happen in 2027 or 2028.

Why does the host believe there is a bubble in the AI market?

The host believes the AI market is currently in a bubble due to overvaluation. They point to companies like OpenAI and Anthropic, whose valuations have skyrocketed, and warn that many companies in the AI space are being overhyped. The host argues that, like previous market bubbles, the rapid rise in AI valuation will eventually lead to a sharp downturn.

What is the 'Lindy Effect' mentioned by the host, and how does it relate to Bitcoin?

The Lindy Effect is a concept suggesting that the longer something has existed, the more likely it is to continue existing in the future. The host applies this to Bitcoin, suggesting that since Bitcoin has been around for over 16 years without major disruptions, its future prospects are stronger, and it is likely to continue to thrive for many more years.

What is the host's opinion on traditional assets like cash during periods of war?

The host believes that during times of war, cash becomes a poor asset. They explain that during conflicts like World War II, the US government printed more money to fund the war, devaluing cash. As a hedge against such inflation and instability, the host suggests Bitcoin as a better store of value during these times.

How does the host view the role of cryptocurrencies in the future financial landscape?

The host sees cryptocurrencies, particularly Bitcoin, playing a significant role in the future financial landscape. They highlight the growing institutional adoption of blockchain technology and crypto assets by major financial firms and the increasing regulatory clarity around cryptocurrency markets.

What advice does the host offer to younger generations regarding wealth transfer?

The host advises younger generations to focus on emerging sectors like AI and cryptocurrency, as these areas are expected to experience significant wealth transfer. They emphasize that these sectors have already produced many of the world's youngest billionaires and suggest that those specializing in these fields will likely succeed in the future.