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Bitcoin wallets at 1996 internet stage — early adoption signals upside
I view Tom Lee’s comparison that Bitcoin wallets resemble the internet in 1996 as a signal that adoption is still early and structural upside remains. The current wallet and on‑chain activity metrics suggest a long runway for user and infrastructure growth.
However, early-stage status brings high volatility and regulatory uncertainty, so I would size positions for the long term and use phased entries and strict risk controls.
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Analysis
Bitcoin’s wallet growth and on‑chain metrics are consistent with early internet adoption patterns, indicating potential for significant long‑term adoption-driven gains, but near‑term returns remain su...
Recommendation
Favor a long‑term, phased buying approach (dollar‑cost averaging) rather than large concentrated bets; monitor wallet growth, active addresses, on‑chain flows and regulatory developments to adjust exp...
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.