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THE ULTRA-WEALTHY ARE QUIETLY ADDING TO BITCOIN TIGER 21’s founder, Michael Sonnenfeldt, just revealed something most people would miss if they only looked at the headline number. Crypto is still only 2% of member portfolios -- but across 1,700 ultra-wealthy investors managing $250B, that tiny slice already equals $5...

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CryptosRus

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21,008 views • 8 months ago •via X (Twitter)

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INSTITUTIONS ARE STILL SCARED, AND THAT’S THE OPPORTUNITY The CEO of Tether says 2024 was just the first real year of institutional Bitcoin adoption. Most companies he meets still won’t touch BTC, not because it’s broken, but because they aren’t ready and don’t understand it yet. His point: $BTC is becoming a hedge against the chaos in the world, and the only real mistake is ignoring it without learning how it works. We’re early and institutions are still cautious. Education is the bottleneck - and that gap is exactly where the opportunity lives.
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INSTITUTIONS ARE STILL SCARED, AND THAT’S THE OPPORTUNITY The CEO of Tether says 2024 was just the first real year of institutional Bitcoin adoption. Most companies he meets still won’t touch BTC, not because it’s broken, but because they aren’t ready and don’t understand it yet. His point: $BTC is becoming a hedge against the chaos in the world, and the only real mistake is ignoring it without learning how it works. We’re early and institutions are still cautious. Education is the bottleneck - and that gap is exactly where the opportunity lives.

CryptosRus

35,237 views • 8 months ago

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →
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PACE

10,295 views • 1 month ago

Why are top investors starting to rethink gold’s role? 🧵 ARK Invest leader Cathie Wood recently shared a very straightforward view: she believes $BTC is about to rebound, while gold may enter a downtrend. From a market perspective, gold has been a classic safe-haven asset for millennia, but in today’s digital age, its liquidity and efficiency are starting to lag. In contrast, Bitcoin acts like an upgraded hedging tool. It’s easier to hold and transfer, and it’s more readily used as core collateral within modern financial systems. When people start shifting a portion of the money they would put into gold into Bitcoin, this adjustment in asset allocation can happen very quickly.
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Why are top investors starting to rethink gold’s role? 🧵 ARK Invest leader Cathie Wood recently shared a very straightforward view: she believes $BTC is about to rebound, while gold may enter a downtrend. From a market perspective, gold has been a classic safe-haven asset for millennia, but in today’s digital age, its liquidity and efficiency are starting to lag. In contrast, Bitcoin acts like an upgraded hedging tool. It’s easier to hold and transfer, and it’s more readily used as core collateral within modern financial systems. When people start shifting a portion of the money they would put into gold into Bitcoin, this adjustment in asset allocation can happen very quickly.

Lady M

54,285 views • 5 months ago

Bitcoin’s biggest long-term threat may not be regulation. It may be becoming fully absorbed into the same financial system it was created to disrupt. In my conversation with Andy Schectman, we discussed how gold investors already understand the risks of paper exposure, rehypothecation, custodians, and layered promises on top of real assets. Bitcoin is now going through that same institutionalization process. But the core asset has not changed. Full Miles Franklin Precious Metals video in comments 👇
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Bitcoin’s biggest long-term threat may not be regulation. It may be becoming fully absorbed into the same financial system it was created to disrupt. In my conversation with Andy Schectman, we discussed how gold investors already understand the risks of paper exposure, rehypothecation, custodians, and layered promises on top of real assets. Bitcoin is now going through that same institutionalization process. But the core asset has not changed. Full Miles Franklin Precious Metals video in comments 👇

Kyle Chassé 🐸

11,309 views • 3 months ago

BREAKING: BLACKROCK’S LARRY FINK JUST CONFIRMED IT. SOVEREIGN WEALTH FUNDS ARE BUYING BITCOIN. “I KNOW THEY BOUGHT MORE IN THE 80s.” Not equities. Not treasuries. They bought the asset they once ridiculed. Coming from the CEO of the world’s largest asset manager, this isn’t speculation. It’s a signal. And it changes everything. - Sovereign wealth funds control $11.5 trillion globally - Just 1% into BTC is $115B in fresh demand - That’s 5× more than the total BTC held on Coinbase The last time sovereigns made a move like this? 1980s. They piled into gold, oil, and real estate, preparing for inflation, debt spirals, and global shocks. Sound familiar? Today, they’re buying Bitcoin. Silently. Before the herd. Before the headlines. So here’s the question no one dares to ask: What happens when entire nations front-run the masses and Bitcoin becomes not a hedge… but a sovereign reserve asset? The crowd is watching ETFs. But the real flows are happening off-screen in size, and in silence. The rulers are buying the rebellion. And there’s no turning back.
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Merlijn The Trader

27,212 views • 8 months ago

WHY IBIT OPTIONS EXPANSION IS INCREDIBLY BULLISH FOR BITCOIN The financial system just quietly admitted something it never wanted to say out loud. Bitcoin is now infrastructure. Global. Permanent. Irreversible. Nasdaq just escalated Bitcoin into the same regulatory category as the largest, most systemically important assets on Earth. They increased IBIT’s options limit from 25,000 contracts to one million because institutional demand already blew through the ceiling. This is the moment Bitcoin entered the machinery of global finance. This is the moment hedgers, allocators, and liquidity desks became dependent on Bitcoin for risk management. This is the moment Bitcoin began receiving automatic, permanent, structural buy pressure. There is no reversing this. Bitcoin just became the buyer-of-last-resort magnet for the entire global capital stack. Strap in. This is the start of the takeover. Welcome to the future Treasury asset of the world:
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Adam Livingston

19,071 views • 8 months ago

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.
2:34

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.

Michael McGuiness

120,514 views • 3 months ago

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.
1:45

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

RYAN SΞAN ADAMS - rsa.eth 🦄

73,912 views • 2 years ago

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”
1:00

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”

Arjun Khemani

569,098 views • 8 months ago

"Coinbase is probably the best well known qualified custodian across the crypto community" Bitwise Head of Research Ryan Rasmussen names the top qualified custodians behind the ETFs "Coinbase is the one most people know, they're a qualified custodian. You also have Anchorage, Gemini, and Fidelity. Not all of these custodians custody every crypto asset, some custody only two or three, some a very wide range" "That's why you see the majority of Bitcoin, Ethereum, and other single asset spot ETFs using Coinbase. Not only are they a qualified custodian, capital Q capital C, but they've been doing it for a long time, professionally custodying crypto assets on behalf of institutional investors for over a decade" "That's really important when you're talking about tens of millions, hundreds of millions, or billions of dollars sitting in these ETFs. It's not just Bitwise or other asset managers keeping the fees, we're using the best in class, regulated service providers to help protect investors from these catastrophic events"
1:44

"Coinbase is probably the best well known qualified custodian across the crypto community" Bitwise Head of Research Ryan Rasmussen names the top qualified custodians behind the ETFs "Coinbase is the one most people know, they're a qualified custodian. You also have Anchorage, Gemini, and Fidelity. Not all of these custodians custody every crypto asset, some custody only two or three, some a very wide range" "That's why you see the majority of Bitcoin, Ethereum, and other single asset spot ETFs using Coinbase. Not only are they a qualified custodian, capital Q capital C, but they've been doing it for a long time, professionally custodying crypto assets on behalf of institutional investors for over a decade" "That's really important when you're talking about tens of millions, hundreds of millions, or billions of dollars sitting in these ETFs. It's not just Bitwise or other asset managers keeping the fees, we're using the best in class, regulated service providers to help protect investors from these catastrophic events"

The Wolf Of All Streets

37,104 views • 11 days ago

BREAKING: Scott Bessent just confirmed the Strategic Bitcoin Reserve is moving forward. "We are proceeding with all deliberate speed." "Things will be durable for the future." The U.S. Treasury Secretary personally committed to building a permanent Bitcoin reserve. Not a short term trade. Not a political stunt. A durable reserve. Built to last generations. The U.S. already holds Bitcoin from seized criminal assets. Now the Treasury is building a formal framework around it. Strategic Bitcoin Reserve. Zero capital gains proposed. CLARITY Act at the finish line. Every pillar of the crypto regulatory framework being built simultaneously. The most powerful financial institution in the world. Is treating Bitcoin like gold. And gold took 50 years to become a reserve asset. Bitcoin is getting there in five.
0:51

BREAKING: Scott Bessent just confirmed the Strategic Bitcoin Reserve is moving forward. "We are proceeding with all deliberate speed." "Things will be durable for the future." The U.S. Treasury Secretary personally committed to building a permanent Bitcoin reserve. Not a short term trade. Not a political stunt. A durable reserve. Built to last generations. The U.S. already holds Bitcoin from seized criminal assets. Now the Treasury is building a formal framework around it. Strategic Bitcoin Reserve. Zero capital gains proposed. CLARITY Act at the finish line. Every pillar of the crypto regulatory framework being built simultaneously. The most powerful financial institution in the world. Is treating Bitcoin like gold. And gold took 50 years to become a reserve asset. Bitcoin is getting there in five.

Crypto Tice

19,574 views • 2 months ago

🚨BITCOIN RESERVE SNAG IS NOT THE STORY🚨 The story is that crypto is now being structured at the highest level of the U.S. government. Trump’s order already created a Strategic Bitcoin Reserve and a separate Digital Asset Stockpile. Now the debate is where it legally sits, Treasury or Commerce, and how America manages seized digital assets long term. That is not the same as walking away. That is the government learning how to hold crypto as national infrastructure. Now add CLARITY moving through Congress, and the picture gets bigger for $XRP, $XLM, $HBAR and other digital assets made in America Bitcoin is the reserve signal. Utility assets are the working rails: settlement, payments, tokenization and enterprise networks. This is the moment most people misread. They see legal friction and panic. I see the U.S. trying to build the rulebook before the next financial system scales.
1:03

🚨BITCOIN RESERVE SNAG IS NOT THE STORY🚨 The story is that crypto is now being structured at the highest level of the U.S. government. Trump’s order already created a Strategic Bitcoin Reserve and a separate Digital Asset Stockpile. Now the debate is where it legally sits, Treasury or Commerce, and how America manages seized digital assets long term. That is not the same as walking away. That is the government learning how to hold crypto as national infrastructure. Now add CLARITY moving through Congress, and the picture gets bigger for $XRP, $XLM, $HBAR and other digital assets made in America Bitcoin is the reserve signal. Utility assets are the working rails: settlement, payments, tokenization and enterprise networks. This is the moment most people misread. They see legal friction and panic. I see the U.S. trying to build the rulebook before the next financial system scales.

X Finance Bull

14,988 views • 1 month ago

GOLD WHEN THE SYSTEM STARTS TO BREAK Gold tends to matter most when systems feel fragile. Not because of volatility, but because confidence quietly erodes in institutions, in decision-makers, which feeds into the system itself. When I asked Sean Boyd, one of the leaders of Agnico Eagle, among the world’s largest and most respected gold producers, what he’s seeing beneath the surface, his answer was clear: The global financial system is not on a solid footing. The uncertainty isn’t just economic. It’s structural. There are real questions about whether those in charge have the capacity to manage systems that have grown too complex, too leveraged, and too interconnected. When that doubt creeps in, behavior changes. People don’t reach for something new. They return to what they trust. What they know will work when they need it. That’s where gold reasserts itself. Boyd pointed to China quietly accumulating, saying very little. No headlines. Which makes sense. You don’t advertise while you’re still buying. And when the numbers eventually surface, they may surprise many. But this isn’t just about China. Other nations are doing the same, not to speculate, but to reinforce credibility. To shore up confidence. To strengthen their financial foundations before stress becomes visible. More revealing than the buying is the behavior around custody. Gold is being moved. Repatriated. Brought closer to home. Because gold held across an ocean isn’t the same as gold held nearby if the system fractures. The effort alone tells you how it’s being valued. Not as a trade. Not as a hedge. As insurance. And insurance only matters when people quietly believe they may need it.
1:28

GOLD WHEN THE SYSTEM STARTS TO BREAK Gold tends to matter most when systems feel fragile. Not because of volatility, but because confidence quietly erodes in institutions, in decision-makers, which feeds into the system itself. When I asked Sean Boyd, one of the leaders of Agnico Eagle, among the world’s largest and most respected gold producers, what he’s seeing beneath the surface, his answer was clear: The global financial system is not on a solid footing. The uncertainty isn’t just economic. It’s structural. There are real questions about whether those in charge have the capacity to manage systems that have grown too complex, too leveraged, and too interconnected. When that doubt creeps in, behavior changes. People don’t reach for something new. They return to what they trust. What they know will work when they need it. That’s where gold reasserts itself. Boyd pointed to China quietly accumulating, saying very little. No headlines. Which makes sense. You don’t advertise while you’re still buying. And when the numbers eventually surface, they may surprise many. But this isn’t just about China. Other nations are doing the same, not to speculate, but to reinforce credibility. To shore up confidence. To strengthen their financial foundations before stress becomes visible. More revealing than the buying is the behavior around custody. Gold is being moved. Repatriated. Brought closer to home. Because gold held across an ocean isn’t the same as gold held nearby if the system fractures. The effort alone tells you how it’s being valued. Not as a trade. Not as a hedge. As insurance. And insurance only matters when people quietly believe they may need it.

Gold Telegraph ⚡

24,811 views • 7 months ago

Everyone thinks Wall Street is “adopting” Bitcoin. They’re not. They’re absorbing it. Here’s the part nobody talks about 👇 • They’re not buying spot BTC… they’re wrapping it in ETFs, notes, funds, and collateral products. • Once an asset is wrapped, Wall Street controls the flows, the liquidity, and the leverage — without holding the actual keys. • Mining power is shifting to publicly traded firms, which means hashpower is becoming a capital-markets asset. • Custodians now hold massive BTC pools, giving institutions influence over the cycle without ever touching raw Bitcoin. • The endgame? Control the plumbing. Not the protocol. Bitcoin stays decentralized. But the layer around Bitcoin is slowly being built by the same giants who control every other asset class on earth. If you don’t understand this shift, you won’t understand the next decade of Bitcoin. 🎥 Full breakdown inside the episode:
1:56

Everyone thinks Wall Street is “adopting” Bitcoin. They’re not. They’re absorbing it. Here’s the part nobody talks about 👇 • They’re not buying spot BTC… they’re wrapping it in ETFs, notes, funds, and collateral products. • Once an asset is wrapped, Wall Street controls the flows, the liquidity, and the leverage — without holding the actual keys. • Mining power is shifting to publicly traded firms, which means hashpower is becoming a capital-markets asset. • Custodians now hold massive BTC pools, giving institutions influence over the cycle without ever touching raw Bitcoin. • The endgame? Control the plumbing. Not the protocol. Bitcoin stays decentralized. But the layer around Bitcoin is slowly being built by the same giants who control every other asset class on earth. If you don’t understand this shift, you won’t understand the next decade of Bitcoin. 🎥 Full breakdown inside the episode:

Jessica Gonzales

250,200 views • 8 months ago

The Airbnb for Bitcoin exists. Most Bitcoiners just aren’t using it. Today’s episode is a hard look at something a lot of us don’t want to admit. For all the energy we put into talking about opt-out systems and decentralized living, we’re still handing our travel bookings to platforms that enforce surveillance, collect fees in fiat, and follow every jurisdictional rule they’re told to. Airbtc is trying to change that. But the biggest challenge they’re facing isn’t regulation. It’s the fact that most Bitcoiners still won’t spend Bitcoin. Even the ones who believe in it most. Are the people who say they believe in Bitcoin willing to live differently, or just stack and spectate while Agenda 2030 takes over and the dystopian digital cage closes in? If you’ve ever said you want to live on Bitcoin, this is the episode that might make you ask yourself why you haven’t yet. Listen now. And if it hits a nerve, that’s probably the point. See you in the comments.
0:49

The Airbnb for Bitcoin exists. Most Bitcoiners just aren’t using it. Today’s episode is a hard look at something a lot of us don’t want to admit. For all the energy we put into talking about opt-out systems and decentralized living, we’re still handing our travel bookings to platforms that enforce surveillance, collect fees in fiat, and follow every jurisdictional rule they’re told to. Airbtc is trying to change that. But the biggest challenge they’re facing isn’t regulation. It’s the fact that most Bitcoiners still won’t spend Bitcoin. Even the ones who believe in it most. Are the people who say they believe in Bitcoin willing to live differently, or just stack and spectate while Agenda 2030 takes over and the dystopian digital cage closes in? If you’ve ever said you want to live on Bitcoin, this is the episode that might make you ask yourself why you haven’t yet. Listen now. And if it hits a nerve, that’s probably the point. See you in the comments.

Bitcoin Beach

17,206 views • 1 year ago

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
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The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

171,344 views • 3 months ago