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Crypto-Related Firms: Companies providing crypto ETPs (exchange-traded products), such as DeFi Technologies, can benefit from the growth in crypto assets under management.
Bitcoin Treasury Companies: Firms like MicroStrategy and others that have added Bitcoin to their balance sheets stand to gain as the asset appreciates.
The Potential for Nation-State Bitcoin Adoption
Rosen speculates that a nation-state may have already made a significant Bitcoin purchase, potentially front-running any potential U.S. government move to establish a Bitcoin strategic reserve. He believes this could trigger a "speculative attack" where countries print their own currencies to buy Bitcoin, further driving up the price.
The Role of Bitcoin ETFs in Mainstream Adoption
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