Fidelity Sees Huge Bitcoin Potential in $150 Trillion Bond Market

Fidelity sees Bitcoin as a potential beneficiary of the roughly $150 trillion global bond market, arguing that demand for scarce, non-sovereign assets could grow as investors reassess traditional debt and monetary risks. The thesis highlights Bitcoin’s possible role as a store of value and portfolio diversifier, not a guaranteed replacement for bonds. Any shift of even a small share of bond-market capital could be significant for Bitcoin, but adoption and price effects remain uncertain.