Dario Amodei Claude AI Predicts the Next Chapter for Bitcoin in 2026

Only 1.32 million coins remain unmined, while another 4 million sit permanently lost. Claude Fable 5 AI predicts that the shrinking float becomes the story of H2, and the price prediction runs to $150,000 by December from $64,600 today.
The catalyst list is unusually long. CLARITY Act regulatory clarity leads it, with the GENIUS Act stablecoin framework close behind.
Fed rate cuts factor heavily, including a widely expected dovish shift once Powellโs term ends in May. ETF holdings pushing past 1.5 million BTC add persistent demand.
Corporate treasury accumulation continues in the background. A BTC-backed lending market analysts expect to cross $100B this year sits alongside it.
The post-halving cycle historical pattern rounds it out. Safe-haven demand in macro stress is the final entry.
The other side is more sobering. June 2026 delivered the worst monthly ETF outflow on record at roughly $4B.
Bitcoin finished H1 down nearly 33% while tech stocks rallied. Claude Fable 5 reads that as a crypto-specific unwind rather than broad risk-off.
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