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Cathie Wood clarifies that her official bull case for Bitcoin is $1.5 million per coin. The $3.8 million figure comes from using modern portfolio theory, suggesting that if Bitcoin were included in portfolios at its optimal weight, it could reach that value.

The world feels increasingly unpredictable with factors like inflation, market volatility, and global instability, making it crucial to safeguard financial futures.

Luke Carver noted that the market's reaction to tariff announcements is often more about perception than reality. He highlighted that 'tariff announcements are not tariff realities,' emphasizing the volatility driven by President Trump's unpredictable stance.

The market climbs a 'wall of worry,' meaning that even during rising markets, there's constant fear of collapse, which can lead to panic and drawdowns.

The Genius Act faced massive lobbying by banks to prevent crypto companies from paying interest on stablecoins, leading to a workaround where rewards are offered instead. This highlights ongoing regulatory challenges in the crypto space.

Crypto attracted fewer VCs due to its complex technical nature and the political and religious views surrounding it.

The wealth gap and political instability are linked to the quality of money and the lack of guardrails around it. Bitcoin is seen as a solution to these issues.

The market climbs a wall of worry, meaning that even as markets rise, there are constant fears of collapse.

The total stablecoin supply has skyrocketed to over $300 billion, up from essentially zero in 2021. This represents a massive shift in financial policy, with stablecoins now settling over $18 trillion and attracting nearly 30 million monthly senders.

The ability to send a billion dollars from the U.S. to Beijing in 10 minutes for just $3 via Bitcoin illustrates the challenges of regulating cryptocurrency.