Mark Moss argues Bitcoin's 30-35% crash reveals a buying opportunity, not a crisis. Institutional accumulation, regulated custody solutions, and miner security are all strengthening while price falls, creating what he calls a "mismatch multiplier" between fundamentals and perception. He invokes Warren Buffett's decade-long investing horizon to dismiss short-term panic.
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Bitcoin's price is crashing. What happens next? This is when I always go back and I listen to good old Uncle Warren Buffett. He said, if you're not willing to own something for 10 years, don't even think about owning it for 10 minutes. Buffett never buys something and then sits there staring at the price every day because he's not buying the ticker, right? He's not buying the price. He's buying the business. And if the business is getting stronger and the price is falling, then he doesn't panic. He just buys more. Everybody's panicking about the price, you know, dropping 30, 35%. The fundamentals They've been doing the exact opposite. They've been getting stronger in ways we've literally never seen before. Institutions are accumulating Bitcoin, entering the credit system, mortgage underwriting guidelines changing, regulated custody exploding, miner security at all-time high, sovereign interest building. Then you compare it to the price dropping 35%. This is exactly the kind of setup that long-term investors wait for when the weighing machine hasn't caught up to the voting machine yet, or what I like to call The mismatch multiplier. How far off of reality is to perception? The mismatch. The greater the multiplier, the better the opportunity.