Bitcoin's intrinsic value is that its Market Infrastructure

It's lower level than money. It is the system that allows you to have electronically traceable bearer instruments. It allows for currencies, equities, bonds, options, futures, swaps and all the other financial instruments that make up our capital market to exist.

Market Infrastructure is one of our oldest, widely distributed technologies. It's a list that doesn't change.

It's one job is transaction finality. This is handled by a clearing house in the old world that is sunsetting. We need a list, that has an immutable history. This was long sought to be an impossible computer science problem until bitcoin came a long.

If you have ever sent a international wire, you have experienced this. A alpha numeric address and a transaction that can't be reversed under any circumstance. Wires hit the clearing house(s).

When we have market infrastructure in place, it allows for price discovery. We know when we trade, the trade can't be reversed. The transaction finality is the requirement to have price discovery.

So when you are buying btc, you are investing in the most important technology that is often stable for centuries. Market infrastructure rarely changes.

You are all early. Tech Infrastructures, like information, communication, energy and logistics take about 50-60 years and have 5 stages. It's called a Perez cycle. Irruption, speculative frenzy, turning point, synergy, and maturity.

Plays out the same way, every time.

BTC is in the turning point. ETFs, stable coins, its being adopted by the incumbent industries.

When it hits synergy, that is when the omega candle happens. That is probably in 5-10 years. I think AI Agents will be driving that because they wont be signing up for banking or brokerage accounts. They will be making their currencies, options, equities, bonds, futures and other exotic financial instruments on top of btc.

I encourage you to think about this for a moment, and spread this message, the comparison and disruption to the clearing house is the apt analogy.

Financial systems are built in layers of institutions that have separate responsibilities. Bitcoin disrupts the lowest layer, the clearing house.

This is why bitcoin's ascent is inevitable. It's taking over everything and the nation states can't stop or slow it, they can't even survive it.

Future is going to be weird.

There is no technology that is more powerful or important than market infrastructure. That is why bitcoin is the most valuable thing you can own.