Let’s break this down:
🔹 BTC is up massively over the long term, but often correlates with risk-on assets in short-term macro events
🔹 During periods of high inflation (2021–2022), Bitcoin fell alongside equities, raising doubts about its “hedge” status
A long term view on Bitcoin will render these first two points redundant. Its easy to
focus on and short term event in Bitcoins market and be ultra positive or negative about it.
Let’s break this down:
🔹 Institutional adoption is growing — ETFs, balance sheet exposure, sovereign interest — but are they treating BTC as a hedge or just a speculative growth play?
I would like to think they are treating Bitcoin as a hedge because everyone
is aware of the problems created with FIAT by lets say institutions.
🔹 With its fixed 21M supply and predictable issuance, Bitcoin should behave like hard money… but the volatility tells another story
Why does it have to act like hard money when everything about it is DIFFERENT?
Fixed supply
predictable issuance