Part 8/12:
Geopolitical and Macro Drivers
Central banks and sovereign wealth entities are actively considering Bitcoin as a strategic reserve asset. For example, Hong Kong and Chinese authorities are exploring ETFs that allow direct Bitcoin trading, bypassing cumbersome processes associated with gold. This move could herald a significant inflow of Asian capital into Bitcoin, especially as property markets and traditional assets face challenges—making Bitcoin a desirable alternative.
Additionally, the narrative surrounding retirement crises, US debt concerns, and the inability of traditional financial systems to sustain value are leading institutional players to view Bitcoin as a ‘lifeboat’—a hedge against economic instability and currency debasement.