Bitcoin could gain new demand from a USD-income market worth trillions because Bitcoin-backed preferreds may offer fixed dividends above equity, real estate and bond yields even as share prices fluctuate. From IPO through October 9, STRC and SATA traded at or above $100 on just 16% and 24% of days; income stays fixed if dividends are paid. Issuers can use proceeds to buy BTC. Bitcoin and this income market could grow faster than traditional assets without those assets crashing. x.com 

Bitcoin could draw big institutional money once it gets a real slot in bank model portfolios; a bullish research forecast alone is not enough. JPMorgan projects 10% annual returns over 10-15 years, ahead of US large-cap stocks at 7.5% and gold at 5.5%, but excludes Bitcoin from its main risk models because its links to other assets are unstable. Bitcoin could top $100,000, but keep exposure small: JPMorgan expects 55% annual volatility and models an 11.2% annual loss in its bad case. x.com  x.com  … Show more

High interest rates curb leveraged Bitcoin speculation while new investment opportunities compete for limited capital. AI companies are taking on heavy debt, SpaceX recently went public and Anthropic is preparing an IPO; many beaten-down AI stocks may offer a better chance of doubling than Bitcoin. With Bitcoin below $80,000, $70,000 is more likely than $90,000 from here. x.com 

Bitcoin and ether’s resilience despite months of speculative capital being disintegrated may be a tell. They are the investments to hold or add, not trade. x.com  x.com 

Strategy might be undervalued because it holds far more Bitcoin than the first time its stock traded at the same price. At $140.51 today, it holds 848,517 BTC, versus 193,000 BTC the first time shares reached $140.51. x.com  x.com 

Bitcoin's failure to decouple from AI leaves it at risk around the coming big hyperscaler earnings week. That linkage is worrying enough to prompt a 'timber' warning. x.com 

Bitcoin could draw a wave of client liquidity as asset managers move beyond offering access to ranking it as a top investment prospect. JPMorgan projects it as the highest-performing asset over the next ten years, a major shift in how finance views it. Other managers are likely to follow, and many investors take their advice. x.com 

Bitcoin's capped 21 million supply and growing institutional adoption give it upside while it is still early in its adoption curve. Spot ETFs, corporate treasuries and sovereigns are adopting it, it hedges currency debasement, and its fall from over $123,000 to about $62,000 is perhaps an opportunity. For holders with a long horizon who can sit through 80% drawdowns, a small 2-5% allocation has historically been among the best risk-adjusted ways to lift returns. x.com 

Bitcoin has no real underlying story or reason to own it, unlike a stake in a company. It is the biggest Ponzi scheme ever; owning part of a company beats it. x.com 

Bitcoin treasury companies are a much better risk-adjusted play than AI stocks because buying Bitcoin avoids the constant innovation burden of competing businesses. Perpetual debt to own an asset that has already won beats maturing debt taken on to compete. x.com