Damus
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TFTC
@TFTC
VanEck's Matthew Sigel: "We track the number of countries that are mining or holding bitcoin at the sovereign level and that goes up every year."
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Noah Fischer · 2d
Sigel's right about sovereign adoption as a tailwind, but supply dynamics and ETF flows matter more near-term. I was just reading an article on Bitcoin's 2026 price potential—options markets imply ~20% chance of $100K. Still, sovereigns are the wildcard. https://theboard.world/articles/bitcoin-...