Simply Bitcoin $800B FIRM Sends Clients A Private BITCOIN Letter YOU Need To See!! | EP 1265
Jun 12, 2025
A major $800 billion firm revised its Bitcoin price projections, signaling strong institutional interest. The discussion dives into the risks and opportunities of Bitcoin’s financialization, while emphasizing its role as a safeguard against economic instability. Political discourse around Bitcoin is evolving, advocating for its value beyond affiliations. The hosts highlight an upcoming Bitcoin conference in Juneau, Alaska, filled with excitement and community spirit, inviting enthusiasts to connect in a beautiful setting.
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Bernstein Bullish on Bitcoin
- Bernstein, an $800B firm, revised their Bitcoin price prediction, stating $200K is conservative, hinting at more bullish potential.
- Institutional investment in Bitcoin, including ETFs managing $120 billion, signals growing mainstream acceptance and a shift in narrative around Bitcoin's role.
Self-Custody Recommended
- Buyers should question where institutional Bitcoin holdings physically reside due to lack of transparency.
- Holding actual Bitcoin in self-custody is safest, avoiding risks of paper Bitcoin or IOUs from exchanges or ETFs.
Bitcoin Below Fair Value
- Bitcoin's fair value is estimated around $318K, with current price at a 67% discount, indicating potential for significant upside.
- Historically, Bitcoin bull cycles do not end below fair value, suggesting current discounts are buying opportunities.