Dan Morehead (Pantera Capital) left a phrase at the Ondo Summit in New York that you cannot ignore: “In 10 years, #bitcoin will greatly surpass gold. That is very obvious.”
Look, the market now seems like a dead end… but those who think big know that this is just the warm-up. Do you know why? Because while paper currency degrades by 3% annually (call it “stable money”), Bitcoin has a fixed supply. Rational to the point of pain.
And here comes the bomb: “All the alternative companies worth 100 billion dollars… do not hold a single Bitcoin. And that’s why I remain so optimistic.” Morehead says. Literally: 0.0% institutional holding. Do you call that a bubble?
Tom Lee also broke myths. No, it’s not just the “4-year cycle”. Activity in Ethereum is growing, the accelerated deleveraging in 2025 was worse than November 2022… and yet we are still here. Stronger.
The best part: the U.S. changed from “incredibly negative” to “neutral” on regulations. And if you come from countries where the Secretary of the Treasury can cancel your savings, buying Bitcoin is not a risk… it’s survival.
The future? A global arms race to accumulate $BTC . China already knows it. Do you?