Morgan Stanley’s Amy Oldenburg: The Digital Gold Investment Case for Bitcoin

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Morgan Stanley’s Amy Oldenburg argues that Bitcoin’s digital-gold characteristics—scarcity and potential diversification—support a long-term investment case, while emphasizing that investors should account for its volatility. Separately, Strive plans to sell about $130 million in stock to fund additional Bitcoin purchases, underscoring continued corporate demand for BTC as a treasury asset. Together, the reports highlight growing institutional framing of Bitcoin as both an investment allocation and a store-of-value asset, though neither removes the risks of price swings or concentration.

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