Ryan Rasmussen

@ryanrasmussen

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What assets should be part of the national digital asset stockpile?

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“I don’t invest in Bitcoin, it’s too volatile.”

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Then: "The Times 03/Jan/2009 Chancellor on brink of second bailout for banks" Now: “The Times 07/Apr/2025 Federal Reserve on brink of bailout for markets"

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Returns Since Liberation Day: 🟢 BTC: +2.2% 🔴 Gold: -2.9% 🔴 SPY: -10.5% 🔴 QQQ: -11.2% Magnificent Seven: 🔴 MSFT: -5.8% 🔴 GOOGL: -7.3% 🔴 AMZN: -12.8% 🔴 META: -13.6% 🔴 NVDA: -14.6% 🔴 TSLA: -15.3% 🔴 AAPL: -15.9%

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The 500 biggest public companies in the U.S. lost a combined ~$2.5 trillion in value yesterday. Bitcoin was flat.

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Returns since Election Day: * BTC: +16.5% * Gold: +13.4% * SPY: -6.2% * QQQ: -7.4% * ETH: -29.0% Magnificent Seven: * TSLA: +4.9% * META: -5.5% * AAPL: -7.9% * MSFT: -10.0% * AMZN: -10.4% * GOOGL: -11.0% * NVDA: -25.0%

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GameStop's $1.5 billion investment in bitcoin will make them the fourth largest bitcoin holder among public corporations.

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Strategy (MSTR) owns 3 of every 4 bitcoin owned by public corporations.

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Just spoke with a $10B+ investment advisor that now recommends 1-2% bitcoin across all client accounts.

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What a time to be alive

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200 billion reasons the U.S. is pushing USD-backed stablecoins.

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The U.S. leads the bitcoin arms race, but not by much.

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Companies buy bitcoin for the same reason people do. And for the same reason governments will.

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In 2024, public corporations purchased twice as much bitcoin as all prior years combined. These 70+ companies now own a combined $52 billion worth of bitcoin (3% of the total supply)

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The market is grossly underestimating the long-term impact of the U.S. Strategic Bitcoin Reserve.

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Those who think the U.S. establishing a Strategic Bitcoin Reserve is underwhelming are failing to see the big picture. The end game was never “the U.S. government buys all of the world’s bitcoin.” A U.S. Strategic Bitcoin Reserve means… - Other countries will buy bitcoin - Wealth managers have no excuse - Financial institutions have no excuse - Pensions/Endowments have no excuse - Fear of the U.S. selling is gone - The U.S. will likely buy more - Likelihood of states buying just went up - Probability the government outlaws Bitcoin is definitively zero This changes everything. Zoom out.

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Corporations buying Ethereum. Who would’ve thought?

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Heading into 2025, we listed potential positive and negative catalyst. Eight weeks in we’ve hit almost every negative catalyst on the list.

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Bitcoin started and ended the week at $94,000. In between, it fell, then rallied 20%.

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