2025 Institutional Adoption Implies 2029 Mainstream Adoption

in LeoFinance2 days ago (edited)

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The 2025 run is going to surprise a lot of people.

Many are wrongfully comparing it to 2021.

I'm going to need to repeat this often:

2025 is NOTHING like 2021. Targeting a high under $200k when we are trading at $90k+ and 2025 hasn't even started is a silly paper-handed gesture. Best strategy is to not have a price target and just wait 12 months till next November and take gains there.

Wow he bought the top again... awesome!

Saylor's Bitcoin Standard playbook is turning out better than anyone's wildest expectations. Just like Blackrock's iBit ETF is outperforming everyone's wildest expectations. Gee wiz, it kind of seems like all the institutions that are embracing Bitcoin right now are getting historically large wins. Microstrategy has beaten everyone to the punch, but this isn't boxing. There's still plenty of spiked punch leftover for the laggards. Time to get crypto drunk.

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Saylor has hacked the system.

Dude buys a shitload of Bitcoin using unsecured low interest debt and then gets rewarded with a stock price beyond imagining. This is like the ultimate double spend attack and people are loving it. All the benefit of both BTC and MSTR absolutely skyrocketing.

Many are saying MSTR can't keep up this momentum... and they are right. The problem is the timelines are wrong. MSTR absolutely can keep mooning with all the rest of the shitcoins, because that's what MSTR is. The problem is that many Bitcoiners don't seem to realize this because MSTR is viewed as a proxy to Bitcoin and a friend of Bitcoin. They won't come to the hard realization that MSTR is actually just a shitcoin just like everything else until it crashes 95% or more. Of course that won't happen until the 2026 bear market.

Constantly mistaking the narrative.

The interesting thing about "institutional adoption in crypto" is that we've been guessing it wrong this entire time. First we said 2017 was institutional adoption because they added a futures market. Then we said summer 2019 was institutional adoption because of the BAKKT exchange FOMO. Obviously that went nowhere. Then again we said 2020 was institutional adoption because we had billionaires like Saylor and Musk aping in like degenerates. This was also false.

However I think this time we finally have it.

Blackrock and Fidelity adoption is for sure the institutional run.
The real one.
Or at least "A" real one.
There are still many institutions left to onboard.
The obvious examples are big banks, Apple, Google, Meta, Amazon, etc.
Clearly this is just the beginning and there's no telling how many we'll onboard in 12 months.

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The entire point of a currency is a LACK OF TRUST.

Currency allows us to transact with strangers and even people we don't like without having to worry that the value we are receiving is sound. Many grassroots anarchists rightfully point out that we should not be celebrating our centralized enemies coming to sit at our table. While it shouldn't be greedily celebrated it always should have been expected. Disruption and adoption are often the same thing. Deals wif it.

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Crypto had the most campaign donations.

Think about how insane that is and how far we've come. We've gone from a regulatory punching bag to doing what all big entities end up doing: buying off the regulators and politicians to get what we want. Imagine what happens when crypto goes another 10x... 100x. At a certain point (likely this upcoming bull market) crypto will be a bulldozing force that no government can withstand. Love to see it even though the way it's being done is a bit on the nose. Nothing subtle about this strategy.

It's also worth repeating that Polymarket was able to predict the Trump victory exponentially faster than traditional polls or media. Expect to see more situations in which uninhibited flows of data trend to beat out the competition. This is only the beginning.

Drawing lines.

I did not find resistance with this line but surprisingly more of a support at this point.

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Our last golden cross has come through and Bitcoin is ranging at all time highs.
Surely there will be victory selling at $100k.
I'm ready to go 10x long at $85k if we get a nice flash crash from $100k.
But where did this line come from?

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It dates back all the way to February where the 200 daily moving average basically went up linearly until June. That same line intersects the trend we had during the summer hitting several key support and resistance areas. I'm actually shocked I was able to predict that this line would be so relevant... as it was tested four days straight right after I drew it. Definitely interested to see how this turns out in the short term.

But what of the long term 2029 cycle?

Why am I claiming here that institutional adoption today implies mainstream adoption tomorrow? Isn't it obvious? The institutions are going to use their sprawling psychological machine to push it onto the masses. Daddy needs his exit liquidity amirite? This is what institutions do: they get in and usher in the masses behind them at a profit. Typical capitalism.

Conclusion

Crypto has reached critical mass. We've crept over an unstoppable tipping point but many haven't realized it yet because the boulder is still slow-moving. Next year's rally will be nothing short of legendary. Do not be surprised if we outperform the 2017 run. Everyone is making money hand over fist and the music isn't going to stop for another year.

Institutions first, then the world.

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I bought a small amount of MSTR in one of my retirement accounts (~ 2% of total) 35 days ago. It is now up 94% and I am dealing with a real degen dilemma.

Take the initial stake out and let the rest ride, let it all ride, or sell it all tomorrow.

I know the prudent thing to do, but am not feeling prudent at the moment. 🤣

Decision would actually be a lot easier if I had the whole lot invested.

Hahaha! Tomorrow we shall see! Whatever I do will be incorrect, but correct as well. 😀

$93K seems to be a key resistance point right now. I don't know much about charts or TA, but it seems to be having trouble cracking that nut again.

I don't know if I'd call floating at all time highs for a week with zero pullback "resistance".
This is actually one of the fastest rallies we've ever had and nobody cares because it hasn't broken $100k unit bias yet. Funny how that works.

I think a lot of it is just that this time we are so close, we are expecting it to break $100K, so anything less than that is disappointing. Even if it has only been a week and we rocketed up here in the first place.

TradFI bros losing their minds trying to understand the MSTR money glitch playbook.. I saw one saying it's a ponzi because earlier investors get more returns.. LOL

So far mstr approaching a 10 bagger for me,.no way expected that!

Where is Bakkt now?

I follow some smart dude on Twitter (@TrueCrypto28) and he says we might see a $238,000 BTC this cycle. I don't know what to say about that, but if we are at $94,000 already it means that 2025 will be wild as fuck. Personally, I will be DCAing out as of spring next year. I might sell some coins too early and some too late(will not hold any crypto into 2026) but at the end of the day making profit is all that matters. Then in 2026, I am planning on shorting all these shitty meme coins back to zeron 😀. Zero...

Per usual, you're correct. November has been wild so far, and I'm excited to see what next year brings. I expect to see another round of mainstream news fueled fomo once we really get into it.

Also, that BlackRock meme is great lol, added that one to my collection. It's always relevant.

I am already falling in love with next year. 😅😋