Ivan on Tech believes the financial world is changing in real-time. Bitcoin is no longer just a speculative asset for retail investors and institutions. Now, central banks are stepping in. The head of the Czech National Bank has proposed allocating 5 percent of the country’s reserves approximately 140 billion euros into Bitcoin. Ivan sees this as a pivotal moment. If one central bank moves, others will be forced to follow, triggering a global race for Bitcoin accumulation.
Ivan’s Take: The Domino Effect is Starting
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Ivan stresses that no one wants to be first, but no one wants to be last either. If the Czech National Bank follows through, it could start a domino effect where other countries scramble to add Bitcoin to their reserves.
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With Bitcoin supply already at all-time lows on exchanges, Ivan warns that a massive supply shock is imminent, pushing prices even higher.
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"The world is waking up. If central banks start buying, you do not want to be the last one holding fiat while Bitcoin goes vertical."
Geopolitical Forces Behind Bitcoin’s Rise
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Ivan highlights Russia's quiet Bitcoin accumulation, suggesting the country is mining Bitcoin with state resources to bypass sanctions and build reserves.
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Countries like Saudi Arabia, the UAE, and Bhutan could already be stacking Bitcoin in secret, waiting for the right moment to publicly announce their holdings and trigger a price surge.
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Ivan sees Donald Trump as the first 'Bitcoin President', emphasizing his pro-crypto stance, deregulation pledges, and growing ties with the industry. He believes Trump's influence will accelerate Bitcoin adoption in the United States.
Bitcoin Supply Crisis: "There’s No Bitcoin Left"
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Ivan points to the fact that Bitcoin reserves on exchanges are at record lows. Institutional demand is soaring while retail investors have yet to fully grasp the urgency of this trend.
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He warns that this is not a time to hesitate, as the accumulation phase is closing fast. "For 15 years, people could afford to wait and analyze. That time is over. Now, it is about action."
The Traditional Financial System is Adapting
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Ivan notes that the SEC is softening its stance on crypto, now allowing banks to custody Bitcoin. This move could open the floodgates for institutional capital.
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He also contrasts the U.S. and European approaches to digital assets. While Trump embraces USD-backed stablecoins, the EU is pushing for a restrictive central bank digital currency (CBDC). Ivan believes Europe is missing the crypto revolution due to excessive regulation and bureaucracy.
Ivan’s Final Take: The Biggest Opportunity in a Generation
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Ivan sees Bitcoin heading into a vertical growth phase. With central banks, institutions, and governments piling in, he expects a historic supply squeeze that could push Bitcoin into six figures.
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He strongly agrees with Michael Saylor's prediction that Bitcoin could surge to $180,000 before a correction.
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"Bitcoin is the best way for the U.S. to solve its debt crisis. If the U.S. government starts accumulating Bitcoin now, it could cut its national debt in half within 20 years while strengthening the dollar."
Conclusion: The Race is On
Ivan on Tech is extremely bullish on Bitcoin’s future and believes the world is witnessing the most significant financial shift of the 21st century. Governments and institutions can no longer ignore Bitcoin, and the window to accumulate at reasonable prices is closing fast.
