The Bitcoin Vector #26

- In 2025, R.W. McNeel's 1927 value investing principles and Warren Buffett's strategies remain critical amid market volatility driven by tech disruption and geopolitical risks. - Both emphasize intrinsic value, emotional discipline, and long-term thinking to counter crypto and stock market swings fueled by speculation and social media hype. - Buffett's $340B cash reserves and focus on undervalued sectors like healthcare contrast with crypto's intangible promises, reinforcing tangible asset preferences. -

- Bitcoin fell 32% below $90,000 in 2025, raising bear market fears driven by Fed policy shifts, regulatory uncertainty, and institutional exits. - Fed's 0.25% rate cut and delayed inflation data created volatility, while the GENIUS Act's reserve rules may reduce Bitcoin's appeal unless rates drop further. - SEC's Project Crypto and Senate bills increased regulatory clarity risks, while $3.79B ETF outflows triggered self-reinforcing price declines. - 2026 outcomes depend on Fed clarity, regulatory resoluti