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AZ-BROTHER
“I get the argument, but I think the bigger mistake is assuming institutions need to be buying BTC aggressively right now. They don’t. The market is still deciding what role BTC deserves in a multi-asset portfolio. ETF access solved the access problem, not the allocation problem.
Gold ripping while BTC struggles actually makes the comparison interesting — it shows BTC still has to prove itself as a store-of-value asset rather than simply being treated as another risk asset.
I’m not betting on ‘BTC must go up.’ I’m watching whether capital starts rotating back into BTC. Once that demand appears, price will tell us before the narrative does.”
$BTC $XAUT $XAU
Dean Thomas
People keep saying this but where's the bid coming from? ETFs been out for years and any institution that wants to buy has ability to buy.
We are seeing the collapse of the petrodollar and USD reserve status. Gold, silver, other metals, and oil are ripping. Equities make new high after new high. BTC dumps and is lower than where it traded 5 years ago.
Who in their right mind managing billions in AUM wants that exposure?
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