Bitcoin & Treasury Companies - Wall Street is turning to treasury companies [1] - Treasury companies play a role in reducing Bitcoin's volatility [1] - Nakamoto is scaling BTC acquisition globally [1] Leadership - Strong leadership will define the winners in the industry [1]

Regulatory Change - The Federal Reserve is ending its program focused on supervising banks involved in Bitcoin, crypto, and fintech activities [1] - This decision potentially removes unlawful supervision of banks engaging in Bitcoin activities [1] Market Opportunity - Bitcoin as collateral is now a viable option for financial institutions, representing a significant opportunity [1]

Macro Factors & Bitcoin's Value - The key driver for Bitcoin's perpetual increase is the United States' inability to halt money printing [1] - US involvement in Bitcoin purchasing is irrelevant to its price appreciation [1]

Market Analysis - Bitcoin's $24 trillion (2.4T) asset value is attributed to central banks and governments' continuous money printing to monetize debt [1] - U.S. acquisition of Bitcoin is not a determining factor for its value [1]

We're back.https://t.co/P88hCfu6sDTreasury Secretary Scott Bessent (@SecScottBessent):Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Reserve that President Trump established in his March Executive Order.In addition, Treasury is committed to exploring budget-neutral pathways to acquire more ...

Strategic Initiative - A Strategic Bitcoin Reserve is being established [1] - The reserve's foundation will be Bitcoin forfeited to the federal government [1] - The initiative was established by President Trump's March Executive Order [1] Funding & Acquisition - Future Bitcoin purchases will be budget-neutral [1][2] - Budget-neutral pathways to acquire more Bitcoin are being explored [2] - Revaluing gold reserves and selling low-yield assets are potential funding methods [1]

Market Analysis & Trends - Global markets are undergoing a significant repricing due to inflated asset values resulting from 54 years of fiat currency [1] - Real estate is identified as a primary example of assets with values exceeding their underlying utility, driven by monetary policy since 1971 [1][2] - The distortion in real estate is global, with an estimated $114 billion-$130 billion monetary premium embedded in the $370 trillion market [3] Financial Implications & Valuation - In 1975, the median U S home cost $39500, adjusted for inflation and bigger floor plans, it "should" cost $332000 today, but in reality, the Median U S home in 2025 costs $512000, the gap, about 35%, is a monetary premium [3] - Residential properties hold $86 billion-$99 billion of the monetary premium, as homes have become stores of value [4] - Bitcoin has absorbed $2 trillion in capital, representing 0 2% of total global assets and 0 54% of global real estate value in just 16 years [5] Investment Opportunities & Alternatives - Bitcoin is presented as an alternative store of value to real estate, offering scarcity, liquidity, and global accessibility [4] - The shift from home equity to Bitcoin is portrayed as a generational opportunity, with the potential for real estate prices to reflect living value rather than wealth storage [5][6]

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Cryptocurrency Market Analysis - Refusal to revalue gold or increase Bitcoin (BTC) holdings indicates skepticism towards cryptocurrency as a reserve asset [1] - Significant BTC purchases by the US government would signal concerns about the US fiscal outlook [3] - Public companies are in the early stages of BTC adoption, suggesting wider sovereign adoption by G20 nations may take another decade [4] US Debt & Fiscal Policy - The author implies the US government is actively promoting US debt [2]

Bitcoin just broke $124,000, in what has become its longest bull market ever.This cycle's new market entrants have clearly reshaped bitcoin's price behavior.Q4 will determine whether this continues, or if four-year cycles remain intact.[B2YB @JoinHorizon_] https://t.co/GvJVE2sqEx ...