Chinese AI KIMI Forecasts Bitcoin at $120K-$180K by End of 2026

Kimi, the AI developed by Chinese startup Moonshot AI, is swinging for the fences on Bitcoin's end-of-2026 price prediction, calling for $120,000 to $180,000 in the bull case while acknowledging a bear scenario that drags BTC all the way back to $45,000 to $65,000. From a current price of $66,690, the distance between those two outcomes is one of the widest ranges in this entire series. The bull case Kimi is constructing rests on four converging forces rather than a single catalyst, and the arithmetic behind it is hard to argue with when all four are working simultaneously.

The April 2024 halving reduced daily new supply to roughly 900 BTC, while institutional demand from ETF products alone is potentially absorbing 5,000 or more BTC weekly. That supply-demand imbalance becomes increasingly acute as the halving effect matures through the historical 12 to 18 month post-halving cycle window, which places the peak pressure point squarely in the second half of 2026. Basic supply and demand: somehow the only economic concept crypto Twitter still agrees on.

Major wirehouses completing due diligence and allocating 2% to 5% of client portfolios to Bitcoin ETFs is not a hypothetical — it's a process already underway at several of the largest wealth management firms globally. Even the most patient RIAs are starting to behave like degens with a Bloomberg terminal.

Nation-state adoption expanding beyond El Salvador, with at least one G20 country announcing strategic BTC reserves, would be the kind of geopolitical legitimacy event that no amount of ETF demand can replicate in terms of narrative impact. Nothing says "hard money" quite like a central bank balance sheet.

A Fed easing cycle weakening the dollar is the macro backdrop that