I don’t think this is priced in.

5% BTC in a portfolio = $3.6 T

10% = $7.2 T

IT’S BEEN CALLED THE GREATEST WEALTH TRANSFER in history:1 $84 trillion in assets is set to change hands over the next 20 years, according to estimates by the consulting firm Cerulli Associates. The recipients, primarily members of Generation X (those born between 1965 and 1980), millennials (1981-1996) and Gen Z (1997-2012), are expected to inherit $72 trillion of that amount, mainly from baby boomers, with the rest going to charity

~ 75% of millennial and Gen Z investors surveyed for Bank of America Private Bank’s “2022 Study of Wealthy Americans” believe “it’s not possible to achieve above-average returns solely on traditional stocks and bonds.”

https://www.ml.com/articles/great-wealth-transfer-impact.html