how can we be early majority
if the sats per vbyte is still 1 ?
i dont think that we are at 50% adoption
at least the graph is misleading
how can we be early majority
if the sats per vbyte is still 1 ?
i dont think that we are at 50% adoption
at least the graph is misleading
Yes. I questioned them relentlessly on this. I didn’t want to believe that “we aren’t early” but I think what the models are actually pointing to instead is that Bitcoin has largely become de-risked.

okay i would say yes to the de-risk factor
but adoption is less then 10%
most of institutions only advice to put 1-5% into bitcoin
USA is not the whole world
and internet is also only at 70%
Would put “early majority” institutional adoption year one at 2024 ETF launch and imagine a decade long scaling into almost every financial product.
This is an institutional chart…
I personally do not feel like you are early in bitcoin n e more unless you were involved years ago now…
Bitcoin is kinda main stream now…
even if its true for the USA
the world is much bigger
i dont see 20% to 50% adoption
nobody uses it or excepts it at shops
only because of some ETFs
or 5 big companies
doesnt make it adopted so high
even the internet is only at 70% adoption
so bitcoin is less then 10% adoption in my mind
For contrast:
“Gold's Placement: The Laggard Phase
On the Technology Adoption S-Curve, Gold is firmly placed in the Laggard phase (Market Saturation)
Bitcoin's S-curve is Gold's S-curve on fast-forward
Bitcoin has achieved millennia of Gold's adoption trajectory in just over a decade. The volatility you see in Bitcoin is the compressed price discovery of an asset transitioning from a small, speculative investment to a global reserve asset at an unprecedented speed.”
Um blackrock is involved they own like what 50% of everything right?
So that’s the big boys coming in…
Not sure what else you need…