Dark | Light
[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.]

![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944951294801707439/c:line.svg)

**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.]

KobeissiLetter Avatar 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

Engagements Line Chart

Related Topics bitcoin coins layer 1 coins bitcoin ecosystem coins pow

Post Link

post/tweet::1944951294801707439
/post/tweet::1944951294801707439