Market Trends & Investment Opportunities - The market is rewarding companies for valuing their profits in Bitcoin, creating arbitrage opportunities between stock value and underlying Bitcoin holdings [20][21] - Publicly traded companies adopting a Bitcoin strategy by pouring profits into Bitcoin will be rewarded by the market, creating a flywheel effect for Bitcoin price [23][24][25] - Nation-state adoption of Bitcoin is predicted to be the major theme of future cycles [19][20] - Regulatory regimes worldwide are now competing to attract Bitcoin and crypto companies, flipping the game theory [28][29] Accounting Rule Changes & MicroStrategy - FASB's change in accounting rules, treating Bitcoin as an intangible asset, now allows companies to recognize appreciation on their balance sheets [27][31][32][33][34] - MicroStrategy is poised to be inducted into the S&P 500 due to these accounting rule changes, which will drive billions of dollars in passive flows into MicroStrategy and, therefore, Bitcoin [2][3][35][36][37][38] Bitcoin Adoption & Community - Bitcoin has become mainstream, with the greatest gains to be seen in the composition of the Bitcoiner user base being with women [7][8] - The original Bitcoin community was in Asia, and there's excitement in bringing the OG Bitcoin community back together [50][51] - It is still early to buy Bitcoin and hold on to it [66][67] - By 2140, the incremental 1100000 (1.1 million) Bitcoin will be mined [47][48]