ARKinvest 091729 Whitepaper Bitcoin II An-Investment
PDF · 16 Jul 2023
Whitepaper (Part 2) by Yassine Elmandjra in collaboration with Coin Metrics (published Sept 17, 2020) that analyzes Bitcoin as an investable asset. Covers Bitcoin’s price history, major opportunity areas (settlement network, protection from asset seizure, digital gold, emerging-market demonetization), market-size scenarios and forecasts (ARK estimates $3 trillion by 2025), institutional maturity (volume, liquidity, custody, regulation), portfolio allocation simulations, and risks. Concludes bitcoin could scale from roughly $200B (Sept 1, 2020) to $1–5T over 5–10 years.
Questions this document answers
September 17, 2020
Yassine Elmandjra (in collaboration with Coin Metrics)
$3 trillion (ARK estimate)
Approximately $200 billion (Bitcoin market capitalization as of 9/1/2020)