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InvestAnswers
Chasing Liquidity, Cycles Dying, 🚨SOL Supply Shock, AI Supercycle & Great ETH Dump 📉
⏱ 26 min video · 3 min read22 May 2026
TL;DR
InvestAnswers breaks down a wide-ranging Friday crypto and AI markets update covering Bitcoin cycle changes, Solana's supply shock potential, Ethereum's accelerating user loss, and the coming AI IPO liquidity race involving SpaceX, OpenAI, and Anthropic. The core thesis is that institutional adoption has killed the 4-year Bitcoin cycle, Solana is positioned to dominate agentic AI settlement, and 2026 is shaping up as a historic year for capital rotation.
Key points
1
The 4-year Bitcoin cycle is effectively dead: long-term holders have hit an all-time high of 16.3 million BTC parked, institutions are flattening emotional extremes, and there has been no real euphoria phase this cycle.
2
Solana's Alpenglow upgrade (live on testnet) replaces Proof of History and delivers 150ms finality, making it the leading candidate for agentic AI settlement; implied price models targeting $10,000+ SOL if full demand materializes.
3
Ethereum is bleeding badly: daily active users dropped 31% from January to May 2026 (819k to 567k), while Solana holds 4.3 million DAU. The Bankless co-founder David Hoffman sold all his ETH, calling it the end of their first era.
4
SpaceX's S1 filing reveals its primary TAM is AI infrastructure, not space; the creator estimates a $2.2-2.4 trillion IPO valuation with data centers, Starlink, xAI, and what he calls Elon Web Services (compute) as key components.
5
A massive AI IPO liquidity race is underway: OpenAI is filing as fast as possible, Anthropic is targeting Wall Street with finance-specific AI agents via Claude Opus 4.7, and Stanford confirmed the US-China AI model performance gap has effectively closed.
Actionable insights
→
Consider a LEAPS option on IBIT or similar Bitcoin ETF with a 12-month horizon: FM Intelligence expected value model puts Bitcoin at ~$117,500 in 12 months, with even the bear case implying 26% upside from current levels.
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Rotate toward Solana over Ethereum based on data: SOL trades at $519 market cap per daily transaction vs ETH at $110,306 -- a 214x premium for ETH that the creator says is increasingly unjustifiable.
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Watch the SpaceX IPO closely for an entry near $1.75 trillion valuation if possible; the creator argues fair value is $2.2-2.4 trillion at launch with a path to $3 trillion, but warns of a potential 90-day post-IPO dip.
→
Consumer sentiment at an all-time low since 1952 (44.8 index) is a contrarian bullish signal historically -- do not let negative sentiment headlines cause you to exit positions.
Notable quotes
“There will not be 10 blockchains that win crypto for agentic AI. There'll be one. It's always the same way.”
“You can say there's 20 million Bitcoin in circulation. Five million are lost. You could say 3.7 million are kind of available.”
“Nobody was talking about this on January 1st, 2026. It's already here. And that's just one vertical.”
Worth watching?
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