BTC recently hit $120K. Perfect timing to sit down with @olivierfrancois & @sazanne_ at X Summit. TLDR: • Institutional crypto FOMO is real — and accelerating • Corporates, asset managers, and sovereigns are stacking BTC with long term investment horizons • Equity deal floodgates are open: CRCL, COIN, MSTR proxies everywhere • M&A/consolidation heating up — infra, exchanges, wallets • Tokenization = biggest shift in capital markets in 10+ years, with very favorable regulatory landscape • Stablecoins having its 'ChatGPT' moment for crypto; US govt sees it as a way to support the dollar hegemony The traditional 4-year cycle is losing relevance. Next few months will be chaotic and full of opportunity. Best time to lock in.