Research Analyst @River Author of https://nitter.gq/t.co/eNXbmiOdxw Previously Markets and Mining @galaxydigitalhq , @Citi Digital Assets
Joined September 2020
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Sam Baker retweeted
Bitcoin is the only major asset class primarily held by individuals.
Bonds, stocks, and gold have existed for centuries. So naturally they are more institutionalized.
As bitcoin matures, we expect ownership to shift towards institutions. Its ownership distribution will look more similar to gold.
This is not necessarily a good or bad thing. It is simply the inevitable consequence of global adoption.
Sam Baker retweeted
1 million more bitcoin.
That's how much businesses are on track to buy within five years.
Our new report shows the biggest trends shaping business bitcoin adoption in 2026.
Sam Baker retweeted
Looking for in-depth research on all things bitcoin?
Ours is completely free.
You can easily find all our work at River.com/research
Sam Baker retweeted
LIVE: BFM284 w/ @river’s @macromule⚡️
We discuss how Bitcoin gets to $840K in the next 5 years.
🔸The death of 60/40
🔸Stocks failing in high inflation
🔸The case for 10% Bitcoin
🔸(Extremely early) institutional adoption
🔸Bitcoin price multipliers
🔸Bitcoin hodl time horizons
Sam Baker retweeted
Bitcoin Could Reach $840,000 Within Five Years | @macromule
Timestamps:
00:00 Introduction
00:41 The case for $840,000 Bitcoin
06:55 Which investors are adopting Bitcoin?
09:22 $1 of buying can add more than $1 to market cap
14:00 The case for a 10% Bitcoin allocation
20:43 What is Bitcoin?
23:04 How much Bitcoin is too much?
25:25 What new Bitcoin investors should know
26:28 Exchange custody vs. self-custody
29:02 What would confirm the $840,000 thesis?
30:42 The CLARITY Act
32:09 Would $840,000 Bitcoin still be early?
36:05 How AI could accelerate Bitcoin adoption
38:27 Businesses are driving Bitcoin demand
41:09 Closing thoughts
Sam Baker retweeted
Zcash is not "Private Bitcoin"
It shipped an emergency fork in 3 days with no vote, no ZIP, no miner signaling, then deprecated its node implementation forcing everyone to upgrade
That's not how neutral money works
Here's the deep dive
ericyakes.substack.com/p/zca…
Sam Baker retweeted
In today's WSJ, @gladstein:
Even if traditional money and payment systems work well enough for most of us Americans, given the legacy of the Great Financial Crisis, we should be able to appreciate what bitcoin has given us: a world in which “transaction denied” doesn’t exist.
Sam Baker retweeted
We're open to all feedback to improve it. The core message we aim to get across is that regardless of who is voted into power, money will be printed at increasing rates. We believe your friend @friedberg has a lot to say on this.
Sam Baker retweeted
Here is our submission.
Ten selected design proposals for the next series of euro banknotes have been unveiled.
Explore the proposals and tell us which ones you prefer.
Have your say surveys.ecb.europa.eu/10b/ec…
