
Jesse|May 19, 2025 06:33
BTC is upgrading from a high-speed growth stock to the latest macro asset in 150 years:
-The compound annual growth rate before and after 2017 was over 100%, with a small market and few followers. As soon as funds came in, it took off
-Institutionalized after 2020, with a compound annual growth rate of approximately 30-40%, it remains an excellent investment product that outperforms stock indices
-Long term goal of annual growth of approximately 8% (=5% M2+3% GDP)
Slowing growth ≠ losing alpha. The compound interest curve is still expected to outperform the vast majority of public assets, and Bitcoin remains the best investment for retail investors.
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