Allocation
Evaluating VanEck’s $2.9M Bitcoin-by-2050 Claim: Assumptions, Scenarios and Allocation Playbook
VanEck’s headline projection that one BTC could be worth $2.9M by 2050 rests on settlement and reserve assumptions that deserve close scrutiny. This piece breaks their model into components, stress-tests the core inputs, offers alternative scenarios, and gives practical allocation and custody guidance for institutional allocators.
Published at 2026-01-10 16:35:02
From Trade to Savings: How Bitcoin Is Becoming Part of Household Portfolios — A Guide for Advisers
Fidelity CEO Abigail Johnson argues Bitcoin is shifting from speculative trade to household savings. This article evaluates the evidence, product and policy changes, practical allocation frameworks, custody options, and what advisers should do over the next 12–36 months.
Published at 2025-12-06 13:00:06