“You are not bullish enough.”
With central banks performing fiscal acrobatics and the U.S. government running yearly deficits north of $2 trillion, “asset protection” becomes synonymous not with blue-chip dividends, but with digital scarcity.
If JPMorgan’s institutional clients are piling into Bitcoin, it’s because they see what’s coming: a tide of debasement that no rate hike or fiscal promise will reverse.
Underneath this fiscal pageantry, Bitcoin quietly explodes in relevance. Every round of monetary stimulus, every debt-fueled spending spree, every government shutdown suspending key jobs data are tailwinds for Bitcoin.
Last year’s EFT flows helped take the price from $60,000 to over $100,000. If flows pick up again, we could be looking at $135,000 per coin by this time next month.
“Q4 is going to be fun.”
Bitcoin isn’t just a trade. It’s rapidly cementing itself as the “debasement hedge;” the asset with the best asymmetric risk-reward profile in a market addicted to liquidity.
Let’s get this out in the open: You are not bullish enough, and the evidence backs it up. For almost 17 years, Bitcoin has proven itself more resilient, more predictable, and frankly, more trustworthy than the institutions whose logos once served as bywords for financial safety.
When JPMorgan treats Bitcoin as a core defensive play, it isn’t just a bet on tech; it’s a bet against the old order.
