What are the 3 different estimations of where adoption is today:
📈0.01% store more than 50% of their wealth in BTC
📈1% of the world is an on chain Bitcoin user
📈5.5% has bought on an exchange
You can disagree all you want about where we are, but you have to agree wit this...
5/
Irrespective of where you believe we're at, this puts us at the very early stages of adoption on an S-curve.
If we assume bitcoin will be adopted by the majority of society, this would mean adoption will increase rapidly.
It's already growing faster than the internet.
6/
The second exponential trend I want to explore today is those seeking geographical sovereignty.
The number of nomads has skyrocketed from 4.8M in 2018, to an astonishing 35M in 2023!
This is astonishing because it took remote work over a decade to reach 4.8M nomads.
7/
Since 2019, this trend has been increasing by 51.8% per year, representing an increase of over 6 million nomads per year!
If digital nomads were a country, they would rank as the 41st largest by population globally.
This trend, like the 1st & the last, is all about trust.
8/
The third exponential trend may be harder to identify than the first two, but it is arguably the most important…
This trend could be characterized as people embracing Entrepreneurial Sovereignty & quitting the 9-5!
We can see something fundamentally shifted in 2000.
9/
While it may be hard to call these trends in ‘’self employment’’ exponential in the US or the UK, they are certainly increasing trends.
The reason for why they don’t look exponential is because they include physical businesses.
But we have a proxy to solve this issue...👇
10/
While it may not be the perfect proxy, the trend of new YouTube channels being created is an exponential trend.
The number of YT channels doubled in the last 12 months, growing from 50M to 114M in 2024!
This is the beginning of an exponential trend in and of itself.
11/
Nomads are seeking geographical sovereignty because they don’t trust their government.
Bitcoiners are seeking financial sovereignty because they don’t trust their government.
Entrepreneurs are seeking cash flow sovereignty because they don’t trust their government.
12/
The digital renaissance man is doing all of the above.
But why did all 3 of these exponential trends begin going parabolic in the same 2018-2020 era?
The 6 revolutionary cycles all unwinding today birthed these 3 exponential trends, and if you want to read more, click below:
shorturl.at/b2fd8
13/ 🧵
