[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.]  The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 948.9K followers Created: 2025-07-15 02:44:58 UTC Bitcoin's next catalyst has arrived: Simply put, institutional capital can no longer ignore the returns that Bitcoin is providing. When an asset provides a return of XX% in one year, it can be ruled an "outlier." However, when an asset provides a XX% CAGR for XX years (Bitcoin), it can no longer be ignored. Last month, we were invited to @Coinbase's annual State of Crypto Summit. Even the "conservative" funds we talked to were allocating "1% of AUM" to Bitcoin. And, the straw that broke the camel's back was the US Government's sudden adoption of crypto, largely supported by @Brian_Armstrong's battle with the SEC. Currently, there is an estimated ~$31 trillion in institutional AUM in the US. If just X% of US institutional capital flows into Bitcoin, this could drive another ~$300B+ into the asset. Factor in global institutional AUM and we could see $X trillion+ flow into Bitcoin. Bitcoin has simply become too big to ignore. XXXXXXX engagements  **Related Topics** [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/KobeissiLetter/status/1944951294801707439)
[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.]
The Kobeissi Letter @KobeissiLetter on x 948.9K followers
Created: 2025-07-15 02:44:58 UTC
Bitcoin's next catalyst has arrived:
Simply put, institutional capital can no longer ignore the returns that Bitcoin is providing.
When an asset provides a return of XX% in one year, it can be ruled an "outlier."
However, when an asset provides a XX% CAGR for XX years (Bitcoin), it can no longer be ignored.
Last month, we were invited to @Coinbase's annual State of Crypto Summit.
Even the "conservative" funds we talked to were allocating "1% of AUM" to Bitcoin.
And, the straw that broke the camel's back was the US Government's sudden adoption of crypto, largely supported by @Brian_Armstrong's battle with the SEC.
Currently, there is an estimated ~$31 trillion in institutional AUM in the US.
If just X% of US institutional capital flows into Bitcoin, this could drive another ~$300B+ into the asset.
Factor in global institutional AUM and we could see $X trillion+ flow into Bitcoin.
Bitcoin has simply become too big to ignore.
XXXXXXX engagements
Related Topics bitcoin coins layer 1 coins bitcoin ecosystem coins pow
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