Expert Reveals Bitcoin's 2035 Price Target
I spoke with Bitwise's Head of Research – what he told me about Bitcoin's future will shock you
I recently had a deep-dive session with André Dragosch, European Head of Research at Bitwise – one of the most connected Bitcoin analysts in institutional finance.
What he shared left me stunned.
While many are still debating whether Bitcoin is "real money," central banks are quietly asking asset managers to help them rotate Treasury bonds into Bitcoin ETFs. Not in 10 years. Not hypothetically.
Right now.
But here's what's more shocking: the data shows we're at the beginning of the largest financial regime shift in 50 years. The same "risk-free" assets your financial advisor recommended are imploding faster than some meme coins.
And the window to position yourself ahead of this institutional flood is closing fast.
Here’s a breakdown of a few key points that were covered in the webinar…
The Death of "Safe" Assets
Let me start with the uncomfortable truth that caught my attention first.
André laid out the numbers:
Think about that for a moment…
The United States – the world's reserve currency issuer – will be spending $3 trillion annually just on interest payments by 2030.
But here's where it gets interesting. André showed me what's happening to the assets everyone calls "safe":
The 20+ year Treasury Bond index – supposedly one of the safest assets on Earth – has cratered over 40%.
Your "diversified" portfolio isn't diversified. It's concentrated in a debt spiral.
The Portfolio Shift
Most financial advisors still treat Bitcoin like it's 2017: a speculative side bet for your "play money."
But the institutional data tells a completely different story.
But now, even conservative portfolio optimization models suggest 2-14% Bitcoin allocation.
Not as speculation. As optimization.
Here's the insight that matters most for sophisticated investors:
Counter-intuitively, Bitcoin doesn't compete with your equity allocation anymore. It replaces your bond allocation.
And the performance differential is staggering. While bonds are down 40%+ and gold shows negative forward returns, Bitcoin continues delivering institutional-grade hedging properties with asymmetric upside.
The $200 Billion Flow Math
Now for the numbers that explain why timing matters.
André walked me through the flow analysis that is mind blowing:
There's $10 trillion sitting in traditional ETF structures. If just 2-3% reallocates to Bitcoin – which the research suggests is optimal – you're looking at $200+ billion in new demand.
For context: that's larger than Bitcoin's entire market cap just a few years ago.
But now…
Institutional adoption drives price appreciation. Higher prices validate the asset class. More validation drives additional adoption.
And we're still in the early innings.
2035: The Price Targets
Finally, André shared his institutional research on where this all leads:
Let me put this in perspective. André isn't a YouTube crypto influencer. He's the European Head of Research at a $12 billion asset manager with a PhD in economics. His models are institutional-grade.
His bear case: $1.4 million per Bitcoin
His base case: $5-10 million per Bitcoin
His reasoning: Total addressable market analysis + institutional adoption curves.
For comparison, traditional asset forward returns look dismal:
S&P 500: 3.3% annually (before inflation)
Real estate: Negative (valuations too stretched)
Gold: Negative (already at historical extremes)
Bitcoin operates in a completely different universe to traditional assets.
Why This Matters For Sovereignty-Focused Individuals
The traditional financial system is revealing its fundamental fragility.
Sovereign debt spirals, currency debasement, and capital controls aren't distant threats – they're current reality.
Bitcoin offers something no passport or residency can provide: monetary sovereignty.
You can't freeze Bitcoin. You can't inflate Bitcoin. You can't confiscate Bitcoin if you hold it properly.
Bitcoin is unignorable.
The institutions that run global finance are quietly rotating into it.
The question isn't whether Bitcoin will be adopted at scale. That's already happening.
The question boils down to this: will you position yourself ahead of the crowd, or wait until your financial advisor finally catches up to what central banks already know?
Potential Action Items
Based on André’s research and my own analysis, here's what sophisticated individuals should consider:
Portfolio Review: Evaluate bond allocation. The "safe" haven might be a riskier position in your portfolio that you might think.
Bitcoin Allocation: Consider the 2-5% range as a starting point. The institutional data also supports significantly higher allocations for those who understand the asset.
Custody Strategy: If you're allocating meaningful capital, proper custody becomes essential. Think institutional-grade security.
Tax Optimization: Structure your Bitcoin holdings for maximum tax efficiency. In Portugal, that means zero capital gains after 365 days.
Timing Awareness: The institutional adoption wave is accelerating. Late adopters will pay premium prices.
N.B. This isn’t financial advice.
This is merely the strategic intelligence from the institutions that move global capital.
Central banks are rotating. Corporations are rotating. Asset managers are rotating.
The question to ask yourself:
When will you?
Want to see the full conversation with André?
There are many more insights I haven’t covered here as it would make this post far too long. I'm considering releasing the complete webinar for subscribers.
If you’d like to see it, give this post a like so I know how many would be interested in that!
P.S. For those specifically interested in a pathway to EU citizenship via Portugal's Golden Visa, we at Bitizenship have created an innovative solution combining EU residency with Bitcoin – allowing you to invest the €500K requirement while acquiring exposure to Bitcoin.
With the end of Malta’s golden passport, Portugal’s Golden Visa is now the fastest and most secure path to EU citizenship available.
To learn more about securing your EU future while participating in the future of finance, schedule a free consultation call.
And if you enjoyed reading this post, feel free to click the ❤️ button and restack so more people can discover it on Substack! 🙏
Thank you Alessandro for the article , what are your thought about Antigua as a tax residency ?
Does holding Bitcoin in an ETF meet Portugal’s 365 day requirement? If not, what other way is recommended?