- β’
Bitcoin hedges monetary debasement not risk
βBitcoinβs role as a hedge against monetary debasement (not a safe haven).β
- β’
TradFi frameworks are replacing crypto narratives
βTraditional finance valuation frameworks, not narratives, are finally taking hold in digital assets.β
- β’
Cost-of-production sets Bitcoin price floors
βTodayβs Bitcoin prices sit at historical support levels used by the most efficient miners.β
- β’
Ethereum remains the tokenization standard
βEthereumβs position as the tokenization standard is nearly unshakeable.β
- β’
Quantum threats require long-term upgrades
βBitcoin Isn't Under Quantum Threat Yet, but Upgrading Could Take 5-10 Years.β

