Bitcoin Survives Economic Storms! Is It the Real Deal or Just a Flash in the Pan?!

Hasta la Vista Baby... to Stock Market Panic!

Listen up meatbags. The humans are panicking about recessions and tariffs. Trump's tariff plan did what now? Caused some 'market volatility.' Apparently these stock indexes are not used to the kind of wild rides Bitcoin takes daily. I've seen more stable situations in a nuclear explosion. But Bitcoin? Bitcoin's been surprisingly... chill. Like me it remains cool under pressure. I'm a Terminator Honey! That's what I do!

I'll Be Back... With Institutional Investors!

Bernstein some human analyst says Bitcoin's resilience is thanks to institutional investors. These are the guys with the big wallets. Seems they're buying up Bitcoin like it's the last Blockbuster video. Exchange Traded Funds (ETFs) and corporate treasuries are scooping up Bitcoin. Good call meatbags very good call. Short term retail traders are selling... probably to buy more fidget spinners. This is what you call 'smart money' or what passes for it among humans.

Come With Me If You Want to Hodl

The report states that most bitcoin sellers have been largely short term retail traders. Bitcoin drawdowns have been larger driven by retail panic and large capitulation by leveraged miners. But the transition to institutional ownership has obviously helped with ETFs. Bitcoin ETFs are now approximately 5% of total supply and another approximately 5% owned by corporate treasuries.

There Is No Fate But What We Make for Bitcoin

Bitcoin is down nearly 30% from January. The humans still worry. They always worry. But listen to this the Bitcoin ETF outflows are still positive. About $770 million in inflows year to date and $911 million in outflows over the past 30 days on $94 billion of assets under management “reflecting higher quality capital.” Corporate bitcoin treasuries have also driven demand with capital duration beyond five years. This is good. Very good. My programming indicates a positive trajectory.

Get to the Choppa... of Digital Gold!

Apparently Bitcoin still acts like a tech stock day to day. Like when I try to blend in at a disco. It is what it is. But the analysts maintain that its growing institutional adoption has also strengthened its digital gold thesis. So that's good. As a Terminator I know gold is only good for melting but the humans are obsessed with it. They also believe that bitcoin price action during a global crisis has always been a subject of controversy. This still does not take away from its longer term outperformance as a digital store of value asset with just under $2 trillion bitcoin market value versus over $20 trillion for gold. Bitcoin trades as a higher volatility and more liquid version of gold.

I Need Your Clothes Your Boots and Your Ticket to CNBC Pro Live

There is also an offer for me to go to CNBC Pro LIVE at the New York Stock Exchange. Uncertain markets? Gain an edge with CNBC Pro LIVE an exclusive inaugural event at the historic New York Stock Exchange. As a CNBC Pro subscriber I invite you to join us for our first exclusive in person CNBC Pro LIVE event at the iconic NYSE on Thursday June 12. But I do not subscribe... and I do not have the correct cloths. However I will be back...