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🧵 2. Wood suggests Bitcoin and gold can be "risk-off assets" during banking weakness, highlighting the March 2023 US regional bank crisis.

🧵 3. Fidelity analysis shows Bitcoin's correlation with gold rising in 2023, breaking its previous inverse relationship with interest rates.

🧵 4. ARK Invest's spot Bitcoin ETF, ARK 21Shares, holds over $700 million in BTC, making it one of the largest Bitcoin ETFs available.

🧵 5. As investors flock to Bitcoin, Wood predicts the ongoing substitution trend will continue, benefiting from the more accessible BTC market.