Bitcoin and crypto will suck capital from every asset class. That's the trade. This market is roughly $3T today. Over the next 5-10 years I think it gets to $10-20T, and that capital has to come from somewhere. But a trade against everything is hard to track. So I distil it down to the two peers people frame Bitcoin against most: gold and technology stocks. Watching when momentum inflects from bearish to bullish against them after a long bear market is the simplest way to see the rotation happening in real time. On a weekly chart you can abstract away a lot of the day-to-day and even week-to-week volatility. The shift is underway. It won't be smooth, but the next several years will be crypto's most meaningful structural market. $BTC $XAU $NDAQ Tomorrow's report for @RealVision AlphaTier drops and in this report we're going to look at what a crypto allocation should look like in this new regime