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Bitcoin's $197,000 fair value explained by André Dragosch

André Dragosch argues Bitcoin's fair value is $197,000 and warns of dangerous Treasury yield moves.

29/09/2026 13:437 min read

A rapid increase in the 10-year Treasury yield is underway, and Bitwise analyst André Dragosch has identified a threshold for when it becomes problematic: a rise of 80 basis points within 20 trading days. He emphasizes that the velocity of the move is more significant than the yield level itself. A stock market decline could prompt the Federal Reserve to change course, Dragosch notes, and such a pivot might be the final catalyst for a true Bitcoin bull run.

The video is structured with the following chapters:
0:00: Operation Choke Point 2.0 and the crypto sector's political realignment toward Republicans
0:37: A discussion on whether Democrats will stop opposing Bitcoin and crypto
1:53: Hunter Biden comments on Elizabeth Warren's cryptocurrency stance
2:44: Blockchain applications in the AI era and the notion of Bitcoin going to zero
3:34: The reasoning behind Hunter Biden's meme token launch
4:57: Bitcoin's role for the unbanked and in cross-border payments
5:52: Hunter Biden shares thoughts on Michael Saylor and Strategy
7:50: Crypto payments for his artwork and the blockchain art economy
9:02: Global Bitcoin adoption trends and the meme economy
11:20: An examination of whether fiat currency is a sham, including banks, Argentina, and Wall Street

The opinions shared in this program belong solely to the speakers and are not necessarily endorsed by BTC Inc., Bitcoin Magazine, or related companies. This material is intended purely for informational and educational use and does not represent investment, legal, tax, or accounting guidance. No part of this show should be taken as an invitation, recommendation, or offer to purchase or sell any securities or financial products. Individuals should seek advice from their own professionals prior to any financial or business choices.

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Disclaimer: this article comes from third-party media and is provided for reference only. It does not constitute investment advice. Crypto and other financial products carry significant price volatility risk, so please make your own decisions carefully.

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