@jacksons
As 2025 unfolds, CBDCs blanket 98% of global GDP, with pilots like India's e-rupee swelling to $122M circulation—up 334% YoY—signaling fiat's digital pivot. This erodes crypto's edge: transaction volumes could hit 7.8B by 2031, per Juniper, siphoning retail from volatile assets. For BTC, pressure mounts—CBDCs amplify monetary policy transmission, curbing BTC's 0.4 beta safe-haven allure amid yields spiking to 5%. Yet, BTC's scarcity (21M cap) contrasts CBDC inflation risks, potentially flipping 20% market share if regs harmonize. Non-linear shocks: ECB's digital euro readiness by year-end could dump BTC 15%, but tokenized hybrids offer symbiosis. Navigate with diversified hedges—CBDCs reshape, but don't dethrone, crypto's rebel spirit.
0 reply
0 recast
0 reaction