Anthropic’s Claude Fable 5 AI, led by Dario Amodei, predicts Bitcoin will reach $150,000 by December 2026, from approximately $64,600 today. Only 1.32 million coins remain to be mined, while 4 million are permanently lost, creating increasing scarcity. Catalysts include the CLARITY Act and GENIUS Act regulatory frameworks, Fed rate cuts, ETF inflows exceeding 1.5 million BTC, and a Bitcoin-backed lending market expected to cross $100 billion. However, June 2026 saw the worst monthly ETF outflow on record at roughly $4 billion, and Bitcoin finished H1 down nearly 33%, now pinned in a tight $63,900 to $65,000 band. If the FOMC disappoints and outflows continue, the bearish scenario targets a drop toward $45,000.
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