🧵 Bitcoin Breaks Records but Institutional Capital Is Still Sitting Idle Bitcoin just reached a new all-time high: $108,786 (Coingecko, Jan 20, 2025). It’s a milestone worth noting but the more important story is what institutions are doing after they buy. Here’s a breakdown.

6/7 This creates a real tension: Institutions value security, custody, and compliance. But capital sitting idle is still capital. And in traditional finance, idle assets are rarely left untouched.

7/7 So the question becomes: What infrastructure exists for Bitcoin to be held securely and put to productive use without compromising trust or regulation? Bitcoin’s price tells us demand is growing. The holding data tells us conviction is high. But the next question is