How the "Pension Fund Blueprint" could change the next cycle of Bitcoin adoption
Welcome to my first video newsletter. This format gives us a chance to deep dive into some of the latest adoption research I’ve been doing.
TL;DR
Pension funds now provide a blueprint for all funds (Sovereign funds, hedge funds, family offices and ESG funds) totalling $78 Tr to invest into Bitcoin
All 4 reasons for pension funds not investing until now, of which ESG was a major factor, are now resolved (though there is still much education to do)
1% average allocation is not unreasonable across these funds, this cycle
This would triple Bitcoin price to >$300,000 based on this factor alone, excluding the additional and arguably larger impact of BSRs and Bitcoin corporate treasuries.
Show me the whole video
In my Subscribers’ Video I outline the logic behind these numbers, and what it means to Bitcoin.