Summary

• Bitcoin has a very unique set of properties that give it a distinct set of long-term risk and return drivers from just about anything else in your portfolio.
• Most people don't have exposure. The median institution has 0.0% of crypto. So, that's why I'm still so bullish.
• Over time, each cycle has been progressively significantly higher than the last to the ultimate result that Bitcoin is up, just shy of a million X since it first started trading on exchanges.
• Bitcoin has won the use case of storing your wealth and sending your wealth across borders.
• AI agents are not going to go get bank accounts, they're not going to use Fedwire or Swift or ACH, they're going to use some sort of, blockchain-based monetary instrument.

Transcript

Oscar Pulido: For years, cryptocurrencies were seen as a speculative corner of the market defined by volatility, hype, and big questions about their long-term value. But today, that narrative is starting to change as markets mature, infrastructure improves, and institutional

750 Followers