Posteo

“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