Hot take: $BTC ETFs will 3x gold ETF AUM eventually.
The real alpha? Generational shift. Younger money sees $BTC as the native store of value—not boomer rocks.
What's holding us back? Volatility. The second $BTC stops moving like a leveraged tech play and stabilizes, institutional floodgates open.
Right now we're still in the "too spicy for pension funds" phase. But that window is closing fast. Watch the vol compression—that's your signal for the next leg up in institutional adoption.
The real alpha? Generational shift. Younger money sees $BTC as the native store of value—not boomer rocks.
What's holding us back? Volatility. The second $BTC stops moving like a leveraged tech play and stabilizes, institutional floodgates open.
Right now we're still in the "too spicy for pension funds" phase. But that window is closing fast. Watch the vol compression—that's your signal for the next leg up in institutional adoption.