Came across this presentation (link to full PDF at bottom), pulled some charts on big picture themes- incredibly well done snapshots of thematic growth areas in broad tech.
Bitcoin
Why the four digit BTCUSD days are likely gone, and so will five digit BTC sooner than later â
There may be debate about BTCâs future, but everybody at least knows wtf BTC is by now â
This next one is pretty crazy- BTC spot price would increase +$40k for every +1% of SPX500 net cash allocated to BTC, and if BTC at current replaced all net cash on SPX500 balance sheets, would theoretically +$400k to spot BTC â
I donât know/donât care why this pisses some people off- but at this still nascent moment, ETH & the rest need BTC to continue onwards. brand new asset class â rising tide boat lifting stage
I think of @Seth Dingle every time I come across something like the below, and Iâm glad that so many on the Exchange have also associated him w/ BTC & ETH vs CME futures. â
Btw @Seth Dingle any thoughts on BTC Micro futures on CME rolling out May 3 (i think) ? Contract size â notional standard BTC futs & tick size as well.
BTC is a correlated asset by price action, and correlation will only increase as it gets more institutionalized - BUT, in relative terms itâs corr is very very low â
Digital Banking
This below is literally my long PYPL / short JPM... (More)
