Part 2/4:
Cheap Capital and Expanding Money Supply: Expectations of lower interest rates and continued money supply growth are fueling the belief that more capital will flow into Bitcoin, driving its price higher.
Bitcoin's Reflexive Nature: As Bitcoin's price increases, it becomes less risky, attracting more institutional capital. This creates a self-reinforcing cycle that pushes the price even higher.
Stocks and Companies Benefiting from Bitcoin's Rise
Rosen highlights several categories of stocks and companies that are poised to benefit from Bitcoin's ascent:
Crypto Exchanges: Companies like Coinbase, the leading U.S. crypto exchange, are seeing increased trading volumes and revenue as Bitcoin gains mainstream adoption.
Bitcoin Miners: Miners like Hut 8, Marathon, and Riot Blockchain are well-positioned to profit from the rising Bitcoin price.
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