Bullish:

• 🟢 $BTC - Bitcoin is seen as a promising investment due to its potential for high volatility and limited supply, with new equity vehicles and valuation metrics making it more attractive to investors. There's also significant potential for Japanese investment in Bitcoin due to their yield-starved environment.
  • “I think the winner is the entity that will be able to manufacture the greatest amount of volatility or the minimal capital deployment necessary to, equitize the vehicle.” - Jeff (1:04:34)
  • “I think that ultimately, by creating, this these KPIs, especially again, there's BTC yield, which is the percentage terms, and, of the Bitcoin that has been accumulated by strategy. And then there is BTC dollar yield, which is the amount of dollars equivalent to Bitcoin that is being created through that same strategy. Because you have BTC dollar yield, you're able to create an equity like projection and discounted model to come up with a valuation.” - Mark (53:21)
  • “Can you imagine a country that is more yield starved in credit than Japan where they've had negative rates for as long as they've had? I mean, if you think about one arbitrage at a global level, you would find that would be where the money is. If you could find Japanese creditors to fund Bitcoin purchases, that is something that even Saylor will not have been able to accomplish with MicroStrategy” - Jeff (40:58)
• 🟢 $TWENTYONECAPITAL - 🔒

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Bearish:

• 🔻 $SOLETF - 🔒

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