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Bitcoin wallets at 1996 internet stage — long runway for growth

I find Tom Lee's comparison compelling: looking at Bitcoin wallet growth today feels like observing the internet in 1996 — clearly early-stage with a long runway for adoption.

I believe that low wallet penetration suggests substantial upside if network effects and infrastructure continue to develop, but the path will be uneven and volatile.

I'll position for long-term exposure while sizing positions conservatively and using pullbacks to add rather than chasing momentum.

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Analysis

Tom Lee’s analogy signals low wallet penetration and therefore a large potential addressable market if adoption follows a multi-year internet-like curve; however, outcomes depend on regulation, macro ...

Recommendation

Buy for long-term exposure with conservative sizing and consider adding on weakness rather than buying full strength due to high volatility.

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.

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