Part 5/14:
A significant portion of the dialogue focuses on the surging institutional interest in Bitcoin. Notable examples include MicroStrategy, MassMutual, and prominent hedge fund managers increasing their exposure. The conversation underscores that institutional investors prioritize market cap, adoption rates, and regulation over short-term price swings.
“Price is a retail obsession,” one notes, “institutions look at market cap, valuation, and utility—these drive their decisions.” As Bitcoin's market cap approaches the trillion-dollar mark, there's a growing expectation of a "wall of money" entering the space, much like Gold's evolution from a niche asset to a broad store of value.