Bitcoin Wallets at '1996' — Early-Stage Bull Case with Long Runway
I echo Tom Lee's view: looking at Bitcoin wallets today feels like observing the internet in 1996 — an early-stage ecosystem with a long runway for adoption and innovation.
That implies substantial upside over the long run if wallet adoption, on‑ramps and custody infrastructure continue to improve, but near-term volatility and regulatory risks remain. I prefer a measured approach: accumulate gradually, size positions for risk tolerance, and prioritize secure custody.
Analysis
Recommendation
Buy on a measured basis: dollar-cost average, limit exposure to risk-capital, track wallet and on‑ramp growth, and use reputable custody solutions while monitoring regulatory developments.
Disclaimer
The Analysis and recommendations provided are for informational purposes only. Any investment decisions should be made at your own risk. Past performance is not indicative of future results. Always conduct your own research and consider consulting with a financial advisor before making any investment decisions.