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Saylor’s on the tape: BTC could be the biggest asset within 48 months.

Saylor’s on the tape: BTC could be the biggest asset within 48 months.Sounds loud, but the pieces line up.

Author

Miles Monroe BlockLeak24
August 13, 2025

48 months on the clock

Saylor’s on the tape: BTC could be the biggest asset within 48 months.
Sounds loud, but the pieces line up.

  • Flows: Institutions keep adding. The “speculative toy” era is fading.

  • Norway’s fund: no spot BTC, but more indirect exposure via crypto names in 2025. That’s committee-level comfort.

  • Equities: S&P at ATHs. Risk is on. Crypto doesn’t need euphoria—just no shock.

  • OKB: +160% after a 65M burn and a hard cap at 21M, plus X Layer upgrades (Polygon stack). Scarcity + product still moves price.

BlockLeak take

  • Treat the “48 months” as a positioning lens, not a countdown. The repricing happens before the deadline.

  • The bid shows up in BTC first, then rails (custody, miners, treasuries), then selective alts with real supply sinks.

Watch next

  • ETF/treasury intake vs. miner issuance

  • Sovereign and quasi-sovereign exposure (direct or via equities)

  • BTC.D vs. large-cap risk

  • OKX X Layer usage after the burn

Stay light on your feet. Flows write the story.