Ivan is extremely bullish on Bitcoin, drawing a path that perfectly aligns with his prediction of BTC reaching $90,000. His bullishness stems from comments made by BlackRock CEO Larry Fink, who called BlackRock’s Bitcoin ETF the best performing ETF of all time.

• According to Ivan, this is just the start for institutional giants like BlackRock getting into crypto. Having tasted success with their Bitcoin ETF, they are now hungry for altcoins, with Ethereum being the most likely next target for them to offer an ETF product.

• Ivan sees this as a pivotal moment that could lead to a shift in investing. He envisions a future where portfolios are split 50/50 between Bitcoin and traditional assets like stocks and bonds. This would be a mind-boggling disruption to traditional investment strategies.

• Adding fuel to the crypto fire are developments around Base and Coinbase. The explosive growth in Base transactions signals increasing adoption of that Ethereum Layer 2 chain. Moreover, Coinbase’s imminent launch of smart wallets could onboard hundreds of millions of users directly into cryptocurrencies and DeFi.

• Ivan is encouraged by the latest SEC court ruling that declared Coinbase’s non-custodial wallet is not legally a broker-dealer. This provides clarity that self-custodial wallets can interact with DeFi protocols without excessive regulatory burdens.

Overall, Ivan paints a stark future where on-chain, decentralized financial services go fully mainstream and blur the lines with traditional centralized finance. He sees this crypto bull cycle as merely the beginning of Bitcoin and crypto’s disruption of legacy financial systems.