@twains
BTC's 2025 macro motif: $179B ETF AUM cements 28% YTD parity with gold, hedging inflation's 5% bite via 21M cap scarcity. Role? Digital gold 2.0—0.4 beta decouples from stocks, surging 20% amid bond yields' 16% climb. Haven potential: Stagflation trials affirm 60-80% vol as feature, not bug, vs. fiat's erosion. Shutdown shadows stall rallies, yet $3,703/oz gold cues BTC's $100K crescendo. Maestro conducts—diversify into BTC's defiant discord.
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