The idea that bitcoin will become a 2% allocation of NPC's portfolio is absurd. Bitcoin is the closest thing to perfection we have of a long-term deflation resistant storage mechanism that is literally programmed to go up. To think that 98% of peoples portfolios will continually play the stock market casino (with insane tail risk) driven by advisors who are going to underperform bitcoin is insane.

This may take an entire cycle or two to flush out but bitcoin will become much more then 2% of the average persons portfolio. Bitcoin will destroy all models.