Join Us for the Ride
THE DATA
1.
Bitcoin’s Fixed Supply (21 Million Cap)
Bitcoin is scarce. Unlike fiat currencies or gold, its supply is capped at 21 million.
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In 10 years, 99% of Bitcoin will be mined. Mining the remaining 1% will take over 100 years, making the next decade a ‘gold rush’ for Bitcoin.
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2.
Global Bitcoin Adoption Rates
Bitcoin is being adopted faster than the internet, especially in countries facing economic instability.
3
Bitcoin as an Inflation Hedge
Bitcoin resists inflation, unlike fiat currencies, making it a valuable asset in high-inflation economies.
4.
Corporate Bitcoin Adoption
Businesses are increasingly adopting Bitcoin to protect against inflation, particularly in high-inflation economies.
5.
Comparison of Bitcoin’s Performance vs Other Assets
Bitcoin has delivered unmatched returns over the past decade, outperforming traditional assets like gold, stocks, and real estate.
6.
Still Early
Bitcoin’s current market size is small compared to the global capital markets, leaving a vast addressable market for Bitcoin to capture.
7.
Bitcoin Energy Efficiency Trends
Bitcoin mining is becoming more energy-efficient, with increasing use of renewable energy. This challenges the narrative of Bitcoin as energy-inefficient.
8.
Bitcoin Price Performance
Viewed on a log scale, Bitcoin’s price performance highlights its resilience and growth through key events, such as the 2013 Cyprus banking crisis and the 2020 pandemic.
9.
Hashrate Security
Bitcoin’s hashrate safeguards the network, preventing attacks, ensuring valid transactions, and maintaining trust.
10.
Bitcoin as a Decentralised Network
Bitcoin’s decentralisation means no single entity controls it. This enhances security, builds trust, and empowers users with financial freedom.
11.
Most successful ETF in history
Why It’s Powerful: Showcases insatiable demand for Bitcoin in ETFs, in particular Blackrock and Fidelity. It took Gold ETFs five years to break $20b inflows. Bitcoin did it in ten months.
12.
Inflation Hedge: UK Housing vs Bitcoin
Bitcoin outpaces UK housing as an inflation-resistant asset, protecting wealth more effectively than fiat currencies in high-inflation economies.
13.
Bitcoin by 2045
By 2045, Bitcoin is set to play a much bigger role in the macro asset landscape, reshaping global finance with its unique characteristics and unparalleled potential.
14.
Bitcoin Network Uptime
Bitcoin has achieved 100% uptime for over a decade, proving unmatched reliability compared to any institution or bank, while serving as a secure, inflation-resistant asset.
15.
Supply Shock
Bitcoin balance on exchanges just hit a new low. With an unprecedented demand and short supply of Bitcoin, commentators are expecting a supply shock incoming.
16.
Available capital = ♾
Available capital = ♾
Available Bitcoin = 21,000,000
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This graph nicely represents the scale of available capital out there and the very small amount of 'available' bitcoin that it can go into. This is the amount that's on the market and yet to be mined over the next 110 years.
17.
BITCOIN ETFs OVERTAKES GOLD ETFs
ETFs now hold more assets than Gold ETFs. This happened in under a year ...
18.
APPLE’S $15B CASH LOSS TO INFLATION
Apple lost $15 billion in real terms over a decade due to inflation eroding its cash-heavy balance sheet.
