@100trillionUSD Still hope for bull but feels like bust. My best guess argument for bust is creation of ‘paper bitcoin products’. Hope for bull is double, think ‘reclaiming S2F’ only happens through a money-printer-backed-war-economy in s/m term
For years, large banks kept Bitcoin at arm’s length. This chart shows how quickly that stance is changing.
This is not about ideology. It is about demand.
Clients are asking for exposure, and banks are adapting to stay relevant.
Bitcoin has held up over recent years in an exceptionally hostile environment of rapid rate hikes, quantitative tightening and high funding costs. Despite this, prices recovered toward six-figure levels.
Now the regime is shifting.
Elon Musk says AI and robotics will make “money disappear.”
Jensen Huang says Bitcoin can store excess energy as currency.
Everyone’s talking about the singularity…
But almost nobody sees the missing piece that ties AI, energy, and money together: Bitcoin.
Let’s break it open.
Quantum does not threaten Bitcoin in any realistic timeline. It strengthens the thesis.
People confuse “quantum breaks signatures” with “quantum breaks Bitcoin.” Those are not the same thing.
Here is the real structure:
1. Bitcoin is not static. If quantum capability ever became real, Bitcoin would hard fork to quantum resistant signatures before any attack window opened.
2. Quantum is not close to breaking ECDSA. You would need millions of stable error corrected qubits. We have a few thousand noisy ones. Shor’s algorithm is a physics thought experiment, not a near term capability.
3. Quantum threatens centralized systems more than decentralized ones. A quantum attack on a bank, a sovereign ledger, or a military system is far more catastrophic than a coordinated Bitcoin upgrade.
4. Proof of Work is inherently quantum resistant because mining is not done with signatures. Mining is pure brute force energy. Quantum gives no exponential advantage there.
5. Quantum increases the premium on neutral, censorship immune, energy backed money. The more the world digitizes, the more fragile centralized cryptosystems become. Bitcoin is the only monetary layer that can be upgraded without permission.
So does quantum matter? Yes.
But not as a threat.
As a filter that forces every system on Earth to reveal whether it can adapt.
Bitcoin can adapt. Fiat systems cannot.
Quantum is not Bitcoin’s shadow. It is the event that will eventually prove what is robust and what is not.
IT’S WAR🚨🚨
MICHAEL SAYLORS STRATEGY CLOSES UP 5%+ TODAY
JPMORGAN CLOSES DOWN📉
Investors are boycotting JPMorgan and pulling millions, citing Epstein-related settlements, naked-shorting fines, and its stance against Bitcoin #BTC and $MSTR
My view has not changed since 2019.
In 2019 btc market cap was $100B ($5k btc). This chart said btc mcap would grow to $1T ($50k btc) in 2020-2024 halving period (blue arrow). It did.
The same chart shows $10T mcap / $500k btc for 2028 (red arrow). That is still my view.
Bitcoin isn't breaking.
But the system might be.
Luke Gromen argues we’re entering a poly-crisis — fiscal, monetary, energy, and geopolitical stress all converging.
And Bitcoin is the first asset to register the danger.
Here’s the clearest version of his thesis 🧵👇
$BTC WEEKLY
Bitcoin has lost the 50 MA as support for the 4th (sort of 5th) time in history.
This has always led to a test of the 200 MA below (red circles), although this is a small sample set.
That said, it has also always seen a retest of the 50 MA as resistance in between (grey circles).
If history is our guide, even if price does eventually go to ~$56,000 at the 200 MA, it should revisit the $103,000 area of the 50 MA first.
If you are a TRADER and not here for the long term, that could be an opportunity to exit.
Bitcoin didn’t “crash.”
It hit a psychological breaking point.
We just lived through one of the fastest sentiment collapses in Bitcoin’s history — fear lower than the FTX bottom while price was still near six figures.
Something deeper is happening. Let’s break it open. 👇