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André Dragosch, PhD | Bitcoin & Macro
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SPOTTED at @TheBitcoinConf today:
THE editor for
Bitcoin
books 📕 @joakimbook
#BTC
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André Dragosch, PhD | Bitcoin & Macro
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The only part that was interesting in the latest ISM Manufacturing report was this: Imports sub-component plunged to the worst level since 2009 in May 2025.
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You have probably read that IBIT had $584.5 mn in net inflows last week. ChinaAMC's Bitcoin ETF in Hong Kong had the second highest net inflows globally with $388.1 mn. Probably nothing...
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FWIW -- There is no reason to believe that bitcoin could only reach gold's market cap. Major tech disruptions have shown the disruptors were many times more valuable than the incumbents eg Netflix vs video rental industry. NFLX: $514 bn vs $8.4 bn industry revenues (61x)
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*** LIVE Webinar on Thursday *** Join @thealepalombo and myself on Thursday this week where we will talk about the future prospects for #bitcoin over the next 10 years. You don't want to miss this conversation. Register Now! 👇
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Sooo Metaplanet just bought more BTC than Strategy this week.
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