You can make LLMs justify a cow jumping over the moon if you know how to prompt it....
Using LLM tech to justify an investment thesis is wild juice.
IF YOU ARE SELLING NOW, YOU DO NOT KNOW WHAT YOU OWN.
I asked the gpt machine to help me with the bitcoin price, it said this:
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Great question. Let’s walk through an educated extrapolation, knowing this will be speculative and assumes many factors stay directionally similar.
Key Assumptions:
1. Current Bitcoin ath price at 4% adoption: ~$108,000.
2. 50% global adoption in 16 years (i.e., by 2041).
3. Fixed supply: Bitcoin has a max supply of 21 million.
4. Demand curve increases exponentially with adoption (network effect, Metcalfe’s Law).
5. Store of value narrative continues: BTC is used more like digital gold than daily currency.
6. Global population: ~8 billion (likely to be ~9 billion by then).
⸻
Adoption vs Price Projection Using Logarithmic Growth
Price appreciation in Bitcoin historically follows a logarithmic curve, not linear or exponential. Still, network adoption (Metcalfe’s Law) suggests value ~ (number of users)^2.
If 4% adoption leads to $108K:
- 4% of 8B people = 320 million users
- 50% of 9B people = 4.5 billion users
- That’s ~14x more users, so:
Relative network value increase = (4.5B / 320M)^2 = (14.06)^2 = ~198x
If price scales with network value:
- $108,000 * 198 ≈ $21.4 million per BTC
⸻
Reality Check Adjustment
We adjust down to account for:
- Institutional caps and saturation
- Geopolitical bans/regulations
- Some BTCs lost forever (~20%)
- Diminishing marginal demand at ultra-high prices
So a conservative realistic multiplier might be closer to 25x to 50x, not 198x.
Educated Price Range for BTC in 2041 (at 50% adoption):
- Low estimate: $108K * 25 = $2.7 million
- Midpoint: $108K * 50 = $5.4 million
- Bull case: $10M+ per BTC if global financial systems are deeply integrated with BTC
nostr:nprofile1qqsxc56ajk5xtxerf4dqspgrfa0s5elrcr80lnz9nasldq87j3zzf0cpp4mhxue69uhkummn9ekx7mqpz3mhxue69uhhyetvv9ujumn0wd68ytnzvuxcyhgh I know your followers will love this 💪🏽💪🏽💪🏽
You can make LLMs justify a cow jumping over the moon if you know how to prompt it....
Using LLM tech to justify an investment thesis is wild juice.
You are 100% correct.
1. I never said you must invest. Doing so based on AI is dumb.
2. By clearly stipulating that I used a LLM I am implicitly stating the obvious (speculation) 130+ IQ.
3. It is a thought experiment to clearly demonstrate a thesis on why you should NOT be “selling”.
Thanks for your 2 sats my bru 🤙🏽