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Bitcoin Alpha E003: Digging Into Microstrategy's Bitcoin Treasury

TFTC: A Bitcoin Podcast

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Bitcoin's Investment Landscape and Market Trends

This chapter explores the changing dynamics of Bitcoin investments and the responsibilities of wealth managers in the face of unprecedented market interest. Highlighting significant inflows into Bitcoin-focused ETFs and a potential nation-state purchase, the discussion reflects on how geopolitical factors and investor sentiment are reshaping the cryptocurrency market. The conversation also addresses the historical discrepancies in capital allocation towards Bitcoin compared to other cryptocurrencies, signaling a growing confidence in Bitcoin as a leading asset.

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