Is the Bull Run OVER? Huge Institutional Changes & Hidden Risks | Vijay Boyapati

11 snips

Aug 26, 2025

Vijay Boyapati, author of The Bullish Case for Bitcoin and a software engineer, dives into a thrilling discussion on Bitcoin's future. He forecasts a potential bull market fueled by ETF approval and predicts Bitcoin reaching gold parity at $1.5M-$2M in 5-10 years. Boyapati warns of risks related to MicroStrategy's financial strategies and centralization threats. He also discusses the looming challenges of quantum computing and advocates for Bitcoin as a global reserve currency, emphasizing its advantages over gold.

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INSIGHT

ETF Approval Is A Multi-Year Adoption Engine

ETF approval opened institutional floodgates and triggers a multi-year integration of Bitcoin into traditional finance.
Building compliant infrastructure takes years, so adoption-driven demand can extend the bull market through 2030.

INSIGHT

Gold Parity Drives Bitcoin's 5–10 Year Target

Bitcoin surpassing gold's market capitalization is the clearest bullish thesis for the next 5–10 years.
Gold may also rise as nations diversify reserves, so parity likely lands around $1.5M–$2M per BTC.

ADVICE

Watch Treasury Companies' Shareholder Profile

Monitor treasury companies' shareholder base and NAV premium to detect centralization risk early.
Avoid assuming corporate-held Bitcoin equates to wide distribution unless shareholder count grows with holdings.

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