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Institutions Quietly Buy Bitcoin
- Institutional investors and sovereign wealth funds are quietly buying Bitcoin, signaling a shift in perception.
- They view Bitcoin as a risk-off asset, similar to gold, diverging from traditional equities.
Retail ETF Buyers Lack Risk Insight
- Most retail investors buy Bitcoin ETFs driven by price performance, not risk-off understanding.
- Deeper Bitcoin education often emerges after initial exposure through ETFs or derivatives.
Nation-State Mining Drives Hash Rate
- Bitcoin's hash rate has grown independently of price, indicating strong nation-state mining.
- This suggests sovereign actors use excess energy to secure Bitcoin as a strategic asset.