2025 catalysts for #bitcoin:
1) Supportive regulatory landscape with Trump, Bessent and Atkins as well as pro elected congress
2) Sovereign game theory if US moves ahead with strategic reserve. Governments own 2% of total supply today and will be incentivized to stack by printing their own currency
3) Fed easing with more rate cuts supportive for assets with weaker dollar
4) Increasing global liquidity especially from China and Europe as they stimulate for growth turnaround
5) Ongoing fiscal dominance and deficits mean more debt and premium on hard money with fixed supply
6) Previous cycles show year 3 has large gains in 2017 (20k) and 2021 (69k)
7) ETFs continue vociferous demand while halving last year further restricts supply
8) Return of retail with 100k milestone and word of mouth FOMO
9) Institutional acceptance with Fink, Dalio, Druckenmiller, Paul Tudor Jones, two state pension funds and RIA on-ramp
10) MSTR isn’t slowing down and more small caps will follow like Semler Scientific and Microplanet (best performer in Japan)
@Dylan LeClair
That’s what I’m excited about in 2025. Going to be fun to follow and all credit goes to
@preston @Danny Knowles @Peter McCormack @nat brunell @walker for their podcasts where these catalysts are regularly discussed
Anything else you are considering? Please share so we all learn and participate!
@ODELL @Dr. Jeff @Joe Carlasare @HODL @Lyn Alden