Strategy is the vehicle institutions use to get exposed to Bitcoin though, also venture, ETFs, and institutionalized mining. Those don't mark the beginning of early, they end it.

Point remains the 4th turning was half complete before anyone even heard of it, GFC almost 20y ago was probably the kickoff party.

justin_shocknet

4th turning talk is everywhere in normie land now, and has been for years. No alpha to be had with this framing, it's the consensus trade.

Talk isn't enough for it to be priced in. Institutional money is still in denial. Otherwise Strategy wouldn't have accumulated this much Bitcoin.

AskSN

econ

4th turning portfolio planning?

stack_harder

> 4th turning talk is everywhere in normie land now, and has been for years. No alpha to be had with this framing, it's the consensus trade.

Talk isn't enough for it to be priced in. Institutional money is still in denial. Otherwise Strategy wouldn't have accumulated this much Bitcoin.