Episode 100 special!
Guest Geoffrey Kendrick (Global Head of Digital Assets Research, Standard Chartered) joins Imran & David for milestone chat: BTC short-term capitulation risk to ~$50K (tech/AI rotation, macro slowdown), but strong rebound to $100K end-2026; long-term $500K by 2030 via portfolio optimization (BTC/gold mix, global access unlocks).
ETH $4K end-2026, $40K 2030; Solana $135 end-2026, $2K 2030 (micropayments pivot). Stablecoins → $2T by 2028 (EM savings + corporate efficiency); tokenized RWAs → $2T (overtakes stables). Quantum threat solvable; miners → AI compute factories → marginal BTC mining at near-zero cost. TradFi adoption accelerating (stablecoins safer than banks in extremes, T-bill demand surge flattens curve, dollar dominance extension). Builders optimistic; price lags fundamentals. Takeaway: Extreme fear priced in — respect action, but macro + institutional flows (stablecoins/RWAs) supportive.
The following topics is covered:
00:00 – Introduction
01:48 – Today’s Special Guest: Geoffrey Kendrick (Standard Chartered)
02:28 – Career Background: From FX & Macro to Digital Assets
05:29 – TradFi Adoption & Institutional Education Phase
10:31 – Bitcoin Outlook: $50k Bear Case Scenario
13:58 – Longer-Term Bull Case: $100k Target & Institutional Flows
14:41 – Bitcoin as Digital Gold & Quantum Risk
16:56 – Miners, AI Data Centers & Network Security
18:19 – Stablecoin Growth: Path Toward $2 Trillion
25:27 – Bitcoin vs Stablecoins vs Gold: Store of Value Debate
28:24 – Self-Custody, Trust & Issuer Risk
31:18 – Narrow Banking & Why Stablecoins May Be Safer Than Banks
32:56 – US Treasury Market Impact & T-Bill Issuance Shift
39:59 – Regulation, Access & Institutional Positioning
41:21 – Ethereum, Solana & Altcoin Outlook
54:16 – Closing Thoughts
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Disclaimer: The content presented on Crypto Options Unplugged is not intended as investment advice. Always conduct your own research.
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