Although I enjoyed bitcoin adoption last 10+ years (especially the investment returns), I am really looking forward to the vertical part of the S-curve in the next halving period (2024-2028)🚀
Bitcoin S-curve .. vertical incoming image
If bitcoin adoption is now 1-5% then we will enter the vertical of the S-curve next couple of years. On log scale (left) this just means more exponential growth until 50% adoption. For the linear thinkers (right) everything will change. Bitcoin might be substantially undervalued.
2024 halving will make bitcoin the scarcest asset in the world. Even if we wanted to price that in, we couldn't. image
S&P500 is my macro proxy because stock markets price in / anticipate all macro events (inflation, recession, central bank action, war etc) image