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Bitcoin to ZERO? JPMorgan's Big Prediction, California Billionaires Flee | News Block — Key Takeaways

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Bitcoin to ZERO? JPMorgan's Big Prediction, California Billionaires Flee | News Block

Natalie Brunell11mOct 26, 2026

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Wall Street is quietly shifting toward Bitcoin — JP Morgan now ranks it as their top 10-year return asset while still excluding it from model portfolios, a lag that historically means price moves before advice catches up.

Key takeaways

JP Morgan: Bitcoin is top 10-year asset but absent from model portfolios

JP Morgan: Bitcoin is top 10-year asset but absent from model portfolios

  • JP Morgan base case: 10% annual BTC returns vs ~5-6% for S&P 500 and private equity
  • Gap between research rating and allocation means retail can front-run institutional flows

Bitcoin could replace Social Security for under-40s via state-backed accounts

Bitcoin could replace Social Security for under-40s via state-backed accounts

  • Program extends to all under-18s ($1k/child); bill targets under-40s after midterms
  • Elon Musk pledges one SpaceX share (~$1.4k) per child account in 2026

California wealth tax triggers billionaire exodus and Meta board restructuring

California wealth tax triggers billionaire exodus and Meta board restructuring

  • 7 billionaires incl. Page, Brin, Thiel left pre-January cutoff (30% of CA billionaire wealth)
  • Meta created new non-voting share class so Zuckerberg can sell $12B without losing control

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In this video

  1. 1mIntro
  2. 1mTrump Accounts for Everyone Under 40?
  3. 2mJPMorgan Predicts Bitcoin Will Outperform
  4. 3mFidelity Reveals New Bitcoin Demand
  5. 4mChamath Says Bitcoin Goes to Zero
  6. 6mLedn Bitcoin-backed Loans
  7. 6mCalifornia's Billionaire Wealth Tax
  8. 8mHousing Market Hits 2012 Lows
  9. 9mFrance's Riots and Economic Impact

“An account that you actually own beats a promise from a program that goes broke in less than a decade.”

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