The Bitcoin Adoption Forecast

The Bitcoin Adoption Forecast

#040 The Blueprint for Orange

Daniel Batten
Oct 23, 2025
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Patient Capital (Pension Funds and Sovereign Funds) have $72.8 trillion in assets.

If you denominated that money in $1 bills, you would have enough money to stack from here to the moon 20.68 times. That’s rather a lot.

Right now, 99.997% of that capital is not invested into Bitcoin.

This year, I’ve been on a search for the world’s gatekeepers to that patient capital, the small handful of people who could influence how a lot more of that $72.8 trillion in assets flows into Bitcoin.

Last month I tracked down two of them! In this letter I’m sharing, exclusive to subscribers, their blueprint to orange-pill the world’s largest pools of institutional capital.

The number one blocker they pointed to shocked me, as it revealed a collective blindspot we’ve all had as Bitcoiners. It turns out we’ve been talking to the patient capital crowd all wrong for years. Yet, I was also surprised at how simple most of our past blindspots were to fix, and … the degree to which we can all help.

Hold on tight!

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