⚡️ Most people are way underprepared for what’s coming. My friend @TuurDemeester just dropped a killer update on Positioning for the Bitcoin Boom 2025. I distilled it into the must-know insights so you can front-run the herd (while you can) 🧵👇

1/ Overall Outlook We’re in a mid-bull market for Bitcoin. Strong fundamentals. Growing institutional interest. Potential 4–10x upside from here → targets north of $500k. Bitcoin is decoupling from other cryptos, stocks & bonds. Macro tailwinds (debt, inflation, instability) are at its back.

2/ Why Bitcoin Matters ⚡️First tech to deliver true digital scarcity ⚡️Fully autonomous ownership ⚡️Permissionless global network ⚡️Competes with bonds, cash, gold, central bank reserves & real estate The monetary system is overleveraged & fragile. Bitcoin is the neutral alternative.

3/ Current On-Chain Signals ⚡️Whales are holding, not selling ⚡️50–70% of holders are in profit → mid-bull sentiment ⚡️Price corrections have been shallow → strong dip buying No signs of late-cycle euphoria yet.

4/ Potential Risks ⚡️Large-scale hack of a custodian ⚡️Big liquidations (Mt. Gox, bankruptcies) → so far absorbed by demand ⚡️Custodied BTC = potential confiscation risk ⚡️Governments could see BTC as a threat (US trend = integration, not suppression) ⚡️Market crashes → short-term dips, but BTC tracks global money supply

5/ Investment focus ⚡️Buy Bitcoin only — altcoins are inferior, insecure, unnecessary ⚡️Bitcoin first, Bitcoin companies later (only after deep due diligence) ⚡️Winner-takes-all dynamics → BTC’s reliability & network effects dominate

6/ Key price driver: Store of Value adoption ⚡️Inflation pushing investors to scarce assets ⚡️Bond market decline ending the 60/40 portfolio era ⚡️Real estate stagnating as a store of value ⚡️Bitcoin = liquid, low-counterparty-risk alternative

7/ Nation-state adoption ⚡️US now leading: ETFs, strategic reserves, pro-BTC policy ⚡️Ripple (not the shitcoin) effect globally, but politics often delay adoption ⚡️Corporate adoption accelerating → may pull governments along

8/ Building your position Think long-term: time in the market > timing the market Entry strategies: ⚡️Lump sum (higher stress) ⚡️Dollar-cost averaging (steadier) Allocation ideas: ⚡️5% insurance ⚡️10% speculative hedge ⚡️20–50% aggressive early-retirement bet

9/ HODL securely ⚡️Prioritize self-custody ⚡️Use multi-sig or collaborative custody ⚡️Avoid overreliance on custodians → reduce confiscation & counterparty risk

10/ The takeaway ⚡️Bitcoin is past the experimental phase. ⚡️Macro & on-chain data point to more upside ahead. Ignore the noise, focus on fundamentals, and have a strategy that lets you stay in for the long term.