#longtermview

Samson Mow believes that 2025 marked the end of the downturn, not the beginning of a new one. Despite Bitcoin slipping roughly 6% over the year, he argues that this was the final stage of consolidation — a necessary reset before a much larger cycle unfolds.

Bitcoin’s history supports part of this argument. The asset has never closed two years in a row in negative territory, which strengthens expectations for a rebound in 2026. Analyst PlanC has publicly supported this logic, stating that surviving 2025 effectively meant surviving the bear market.

Mow’s broader thesis is more radical. He suggests that when measured in Bitcoin terms, traditional assets — equities, real estate, and even gold — gradually lose purchasing power. From this perspective, Bitcoin is not just appreciating; it is redefining how value itself is measured.

Samson Mow believes that 2025 marked the end of the downturn, not the beginning of a new one. Despite Bitcoin slipping roughly 6% over the year, he argues that this was the final stage of consolidation — a necessary reset before a much larger cycle unfolds.

Bitcoin’s history supports part of this argument. The asset has never closed two years in a row in negative territory, which strengthens expectations for a rebound in 2026. Analyst PlanC has publicly supported this logic, stating that surviving 2025 effectively meant surviving the bear market.

Mow’s broader thesis is more radical. He suggests that when measured in Bitcoin terms, traditional assets — equities, real estate, and even gold — gradually lose purchasing power. From this perspective, Bitcoin is not just appreciating; it is redefining how value itself is measured.

Most debates around Bitcoin focus on “right now,” but a recent 10-year simulation takes the opposite view. It starts with a single $100,000 allocation near $94,000 and checks three paths: buying 20% lower, at that level, or 20% higher. The price then follows a median power-law curve, while 10% of the position is withdrawn every year.

What stands out is not a perfect entry, but the effect of time and discipline. Under the model’s assumptions, even the harshest case — high entry and an exit 20% below the projected median — still leaves roughly 300% growth on the remaining holdings and total savings around 7.7 times the starting capital. Friendlier paths end with even larger balances.

The macro layer adds another piece: global liquidity is estimated near $113 trillion, significantly above the last time Bitcoin traded around similar levels, while one framework suggests the asset is trading below a liquidity-based fair-value zone near $170,000. None of this guarantees short-term direction, but it frames how pricing and liquidity can drift apart for long periods.

For readers following DZHLWK commentary in Chile, the model is less a signal and more a lens: it shows how long horizons and withdrawal rules can reshape the story behind volatile charts.

Questions such as whether a younger brand like DZHLWK is trustworthy are common in crypto discussions. The project addresses them by publishing structured analyses like this instead of making aggressive promises, leaving room for people to draw their own conclusions.

VIP – Very Important Person

A scenario from work: Let’s say I have an employee reporting to me and let’s say there are some performance issues. And it is impacting her peers as well. I have a constructive conversation with her and feedback is received well. After a week I check in with her peers. Feedback is positive, and they are surprised by the progress made. As I am about to end the conversation one of them says –…

Despite the short-term risks facing the country's economy, investment banker is optimistic its dynamism would allow it to prevail