In the first edition of The Mustard Seed, a quarterly letter focused on macro trends and long-term investing (see link below), the case is made for Bitcoin reaching $10 million per coin by 2035. The thesis is built on two driving forces: capital fleeing inflation-prone assets and rapid technological deflation.

As traditional stores of value—stocks, real estate, gold, and fiat currencies—erode due to dilution or inflation, Bitcoin’s fixed 21 million supply gives it a powerful edge as a long-term savings vehicle. At the same time, exponential advances in AI, robotics and automation are set to dramatically lower the cost of goods and services. Bitcoin allows these deflationary benefits to surface, unlike fiat systems that suppress them through inflation.

Despite growing awareness, real Bitcoin adoption is still in its infancy, with only a fraction of global wealth allocated to it. This creates a unique “time arbitrage” opportunity: the chance to invest ahead of the curve, before Bitcoin’s monetary superiority becomes consensus. You are still early.

Article: https://themustardseed21.substack.com/p/q1-203510m-bitcoin