2198: CF Benchmarks Targets $1.4M Bitcoin as MSCI Triggers $15B Shakeout
Bitcoin News Alerts | Daily BTC Macro Signal
Bitcoin News Alerts
3.8 • 636 Ratings
🗓️ 18 December 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
CF Benchmarks now views Bitcoin as a core portfolio staple, projecting a $1.4 million BTC price target by 2035 as institutional adoption, liquidity expansion, and global integration accelerate. The long-term thesis strengthens even as short-term volatility shakes weak hands.
At the same time, MSCI's new crypto treasury rules could force up to $15 billion in selling, creating what many see as a classic institutional shakeout - pressure now, positioning later. Historically, these periods have marked accumulation phases ahead of major structural moves.
Meanwhile, Bitcoin ETFs recorded $457M in inflows, signaling early positioning by institutions, while U.S. CPI inflation just hit its lowest level since 2021, adding fuel to the macro tailwind narrative.
This episode breaks down why short-term pain and long-term upside are colliding - and how Bitcoin continues transitioning from speculative asset to global portfolio cornerstone.
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| 1:01.5 | Welcome, Biddy fam, to the number one Bitcoin pod. Bitcoin is correcting. We're just below 85,000. |
| 1:08.5 | At the time of the live stream, and there's a lot going on in the markets |
| 1:11.8 | right now. We'll be discussing Bitcoin hunting liquidity as the U.S. CPI inflation drops to the |
| 1:16.7 | lowest since 2021. We'll also be discussing the latest with Bitcoiners push for quantum |
| 1:23.9 | resistant BIP 360 upgrade as the debate continues heating up. Also, spot Bitcoin |
| 1:30.3 | tests record 457 million of inflows in early positioning push, as well as MSCI's Crypto |
| 1:37.1 | Treasury rules can spur a $15 billion liquidation worth of forced selling, and this is right |
| 1:43.5 | around the corner. We'll also be discussing |
| 1:45.9 | the crypto ETPs can see a flood of liquidations by 2027, according to the top analysts. |
| 1:52.5 | Also, CF benchmark views Bitcoin as a portfolio staple, projecting 1.4 million price target. |
| 1:59.6 | I'd be breaking it down for you. |
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