X @Michaël van de Poppe
Michaël van de Poppe·2026-05-02 15:24
#Bitcoin vs. Gold.It's the important game.During 2024, the entire 'hard asset' market of these two combined was $17T. #Bitcoin had 15% market share.Right now, the market has increased to $35T. #Bitcoin has just a 4% market share.I do expect Gold to come down by 20-30%, which would lower the market cap, and some money is likely rotating towards the market cap of Bitcoin.What if the entire market stalls at $35T and #Bitcoin goes back to being 15%?That would put Bitcoin at $250K in the next cycle.Not a weird t ...