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Vanguard just opened the gate for spot-BTC ETFs.
ETFs could own 7%+ of all Bitcoin within 12 months.
Here’s the math that should fry your neurons:
Vanguard has $3 Trillion in self-directed brokerages from 20 million investors.
A tiny 0.25 %–1 % allocation ⇒ $7.5 B–$30 B into BTC ETFs in year one
IBIT keeps ~60 % share (rest go into other BTC ETFs) ⇒ $4.5 B–$18 B new money ⇒ 43 k–171k Bitcoin absorbed at $105 k
401(k) menus unlock, payroll DCA kicks in, advisors get fiduciary cover
Benchmarks adopt BTC, laggards chase or get fired
IBIT AUM path: $69 B → $78–87 B (base) or $90–100 B+ (aggressive)
ETFs could own 7 %+ of all Bitcoin within 12 months
Billions more in passive retirement cash into the perpetual Bitcoin vacuum.
Strap in.