[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  matthew sigel, recovering CFA [@matthew_sigel](/creator/twitter/matthew_sigel) on x 45.2K followers Created: 2025-07-03 19:17:36 UTC Over the past decade, Bitcoin compounded at nearly XX% annually, outperforming major equity indices in X of the last XX years. But as Bitcoin matures, its long-term growth is likely to slow. If BTC were to compound at a mid-teens annual rate going forward, while traditional equity benchmarks continue in the high single digits, it would still outperform over time. But not every year. At that spread, Bitcoin would likely outperform broad equity indices in roughly 60–65% of years, rather than the XX% we've gotten used to. That’s just the math of it. Meanwhile, equity indices constantly reconstitute, rotating into the most successful companies. And during periods of monetary distortion, equities often rerate sharply, as seen in Weimar Germany, Venezuela, or pre-Milei Argentina, where stocks reflected currency debasement more directly than bonds or cash. This shift matters for allocators. As digital assets move from fringe to mainstream and growth rates across asset classes converge, the opportunity may shift: from timing cycles and chasing leverage, to owning the companies building, enabling, and monetizing the onchain economy. That includes not only infrastructure (energy, compute, data) but also the applications emerging on top: fintech, payments, and crypto-integrated e-commerce. That’s the thesis behind $NODE: a diversified, asset-backed portfolio providing exposure across these sectors, designed to capture crypto-linked upside with less volatility and greater staying power. It won’t lead every rally. But we believe the strategy offers a compelling, underexplored risk/reward and early results suggest it’s doing its job. Thank you for your trust 🤝. XXXXX engagements  **Related Topics** [exchanges](/topic/exchanges) [stocks](/topic/stocks) [digits](/topic/digits) [compound](/topic/compound) [longterm](/topic/longterm) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [Post Link](https://x.com/matthew_sigel/status/1940852444713365796)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
matthew sigel, recovering CFA @matthew_sigel on x 45.2K followers
Created: 2025-07-03 19:17:36 UTC
Over the past decade, Bitcoin compounded at nearly XX% annually, outperforming major equity indices in X of the last XX years.
But as Bitcoin matures, its long-term growth is likely to slow. If BTC were to compound at a mid-teens annual rate going forward, while traditional equity benchmarks continue in the high single digits, it would still outperform over time.
But not every year.
At that spread, Bitcoin would likely outperform broad equity indices in roughly 60–65% of years, rather than the XX% we've gotten used to. That’s just the math of it.
Meanwhile, equity indices constantly reconstitute, rotating into the most successful companies. And during periods of monetary distortion, equities often rerate sharply, as seen in Weimar Germany, Venezuela, or pre-Milei Argentina, where stocks reflected currency debasement more directly than bonds or cash.
This shift matters for allocators.
As digital assets move from fringe to mainstream and growth rates across asset classes converge, the opportunity may shift: from timing cycles and chasing leverage, to owning the companies building, enabling, and monetizing the onchain economy.
That includes not only infrastructure (energy, compute, data) but also the applications emerging on top: fintech, payments, and crypto-integrated e-commerce.
That’s the thesis behind $NODE: a diversified, asset-backed portfolio providing exposure across these sectors, designed to capture crypto-linked upside with less volatility and greater staying power.
It won’t lead every rally. But we believe the strategy offers a compelling, underexplored risk/reward and early results suggest it’s doing its job.
Thank you for your trust 🤝.
XXXXX engagements
Related Topics exchanges stocks digits compound longterm bitcoin coins layer 1 coins bitcoin ecosystem