Three billionaire investors declared aggressive Bitcoin (CRYPTO: BTC) targets at Bitcoin 2026 in Las Vegas on Monday, with price calls ranging from $125,000 to warnings of a massive supply shock.

Tim Draper: Companies Must Hold 5% to 15% in Bitcoin

Tim Draper said businesses should allocate 5% to 15% of treasury to Bitcoin to hedge against fiat currency erosion and prepare for potential financial system disruptions.

“It’s irresponsible now for a company to operate and have a big treasury and not have some portion of that in Bitcoin,” Draper said. 

“If you want to protect your family, you want to protect your company, you want to protect your country, you better have some Bitcoin,” he added.

Meanwhile, Draper warned that increasing merchant acceptance of Bitcoin could trigger a bank run as retailers shift to accepting only Bitcoin. 

He cited Silicon Valley Bank’s collapse as evidence the banking system nearly experienced a domino effect that could have wiped out all banks.

Michael Saylor: Supply Shock Coming in 12 Months

Strategy Inc. (NASDAQ:MSTR) chairman Michael Saylor told the conference that between $20 billion and $100 billion worth of digital credit formation is coming in the next 12 months, while only $10 billion of Bitcoin is naturally available for sale.

“We’re setting up a massive supply shock,” Saylor said. 

“We bought the entire supply last week. Then Strive announced a massive buy. All the big banks are coming online,” he added.

Saylor explained that JP Morgan, Citi, Schwab, Morgan Stanley, and Barclays are all preparing to enter the Bitcoin market. 

He moreover said the Bitcoin community and crypto industry are converging as digital credit powers stable coins, creating a virtuous cycle driving capital into Bitcoin.

“I think we’re entering into a virtuous cycle. It’s going to be good for everybody in the digital assets industry,” Saylor said.

Arthur Hayes: $125,000 Target Based on Liquidity

Former BitMEX CEO Arthur Hayes told attendees his liquidity chart bottomed in November and it’s now time for Bitcoin to break out.

“My liquidity chart bottomed in November. We’ve had a bit of a chop, and now it’s time to break out,” Hayes said. “That’s why I believe Bitcoin is going higher. My end-of-year target is $125,000.”

The Institutional Wave

Saylor said STRC, Strategy’s perpetual preferred stock paying 11.5% yields, is now the world’s largest and most liquid preferred equity. 

Additionally, he described a dozen to 24 projects underway to integrate STRC into ETFs, crypto exchanges, DeFi protocols, and bank accounts offering 8% yields.

“If it’s 10% of the credit market, the addressable market is $30 trillion,” Saylor said.

Image: Shutterstock