Bitcoin is the Protagonist

The world is rapidly digitizing.

Just as information moved from physical books to the internet, value is increasingly moving from physical assets (cash, gold in vaults) to digital representations.

Not only are the growth rates in digital assets much faster than their analog counterparts… the cost profiles are much smaller while also being easier to predict.

A digital store of value to hold this growing economic energy will emerge, and Bitcoin is destined to be that global store of wealth.

Bitcoin reminds me of the movie Tenet. In Tenet, certain objects and people can have their entropy reversed, allowing them to move backward through time. This is used to fight a future threat that wants to destroy the past.

Bitcoin inverts traditional economic friction. It's a digital asset designed to move value through "time" (transactions across borders and time zones) with dramatically reduced friction compared to the traditional financial system.

The "villain" in our analogy is the $10 trillion in an…