That’s indeed bullish. But since Bitcoin is meanwhile a 2T asset it takes a lot more than in previous cycles to pump it higher. And those states will not go all in at once. They will start small. Like the sovereign wealth fund of UAE these days. 430 M USD sounds big but it is less 0.1% of their AUM.

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Fair enough, and most ppl would probably agree with you. I just see a very different December 2025—much different. 🤣

We will see. I am curious 👀