Bitcoin crashed. Fear returned. But beneath the surface, institutions continue expanding their Bitcoin exposure. Charles Schwab says the bottom is in, Visa sees massive adoption ahead, and long-term holders now control a record percentage of Bitcoin's supply.
In this episode, we examine Strategy CEO Phong Le's prediction that the next $500 billion capital rotation could move out of AI and into Bitcoin, why that thesis may be more realistic than many investors realize, and how regulation, adoption, and supply dynamics continue strengthening Bitcoin's long-term outlook.
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