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The 1996 Moment

In 1996, many people thought the internet was a passing fad. And it wasn't just your uncle Joe either. Prominent 'economists' (😅) like Paul Krugman rather confidently predicted:

'By 2005 it will become clear that the Internet's impact on the economy has been no greater than the fax machine.'

A truly boneheaded take, an epic blunder casually dismissing one of the greatest achievements in human history.
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And Krugman wasn't done there!
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He later went on to call Bitcoin 'economically useless' and a 'bubble wrapped in techno-mysticism.'

For all his fancy words, Kruggy sounds rather daft.

Such predictions are easy to come by, but age like a glass of milk left to sit in the summer sun.

Not only did the internet transform the global economy - it has literally, BECOME the economy.​
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​And Bitcoin? Well, it's up about 160,000,000% since Krugman's brilliant analysis.

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The Oracle of Bad Takes

The worst part about?

People still listen to him...

Somehow, being spectacularly wrong about the most transformative technologies of our time hasn't hurt his credibility.

He's out here giving terrible takes and getting paid to do it.

Millions of investors remain sidelined on Bitcoin, influenced by the prevarications of so-called 'experts' who couldn't spot a revolution if it ran them over.

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Tom Lee's Reality Check

Tom Lee, co-founder of Fundstrat Global Advisors, (someone with a real job) recently highlighted that Bitcoin adoption is sitting at the same level as the internet in the mid 90s...

In other words?

VERY. Early.
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In the interview below, Lee dropped a statistic that puts Bitcoin's adoption in crystal-clear perspective:

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95% of investors still have zero Bitcoin exposure.

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Trending Bitcoin @BitcoinNews21M Tom Lee says, "If you are buying #Bitcoin today, it's still early. 95% of investors have 0 Bitcoin exposure.” “If you look at Bitcoin wallets, compared to the internet, we're at 1996 levels." 4:43 PM • Aug 10, 2025 396 Retweets 2417 Likes Read 54 replies

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'You're still way ahead if you're buying Bitcoin today.' - Tom Lee, Co-Founder, Fundstrat

'There is nothing new under the sun.'

So goes the ancient proverb of Solomon.
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And when it comes to BTC skepticism we're watching the same pattern of 'expert' dismissal and public hesitation that kept people from investing early on, in internet companies like Amazon and Google.

Almost every day I have people tell me they've 'missed BTC,' and 'it's too late!'

Or one of my personal favourites:

'It's already up a lot, it won't go any higher!'
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Just how do they know these things though?
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Because some absolute oaf like Krugman trotted out on CNN and told them to buy bonds instead. 😅
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​If you read our last newsletter you know my friends 401k got absolutely mogged by 'safe' bonds over the last 5 years. Did yours?

Know someone who needs to learn Bitcoin? We'd be ever grateful if you shared this with a friend! Everyone deserves to know the truth!​
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Ark's Eye Popping Math

While pompous academics like Krugman pontificate from ivory towers, real market participants are putting real money behind real forecasts.

And their predictions might shock you...

Back in 2020, when most 'experts' were calling Bitcoin a scam people like Cathie Wood of ARK Invest saw things a bit differently.
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ARK analysts made a bold prediction: Bitcoin could reach $500,000 by 2030...
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​At the time—with Bitcoin trading at a basement bargain price of just $10,000—such predictions seemed impossibly optimistic.
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Fast forward to today?
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BTC has gone from $10k to $110k!

But here's where it get's wild.
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ARK thinks 500k by 2030 is... bearish! 🤯
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They now think 500k is the worst case scenario. Bitcoin's raging success, Wall St's embrace and a pro crypto white house have prompted ARK to RAISE their projections...

Documenting Saylor @saylordocs 🇺🇸 ARK INVEST’S 2030 #BITCOIN TARGETS ARE INSANE 🤯 Bull Case: $2.4M 🚀 Base Case: $1.2M 🚀 Bear Case: $500K 🚀 12:30 AM • Aug 8, 2025 528 Retweets 2200 Likes Read 72 replies

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ARK now thinks in just 5 years, BTC will be somehwere between 1 and 2 million dollars per coin!
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That's a staggering 10-20x higher...
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While the unwashed masses debate whether Bitcoin can hit $150k...
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Smart money is positioning for $1-2 million...

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The Math That Changes Everything

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Let's put that in perspective.
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If ARK's base case is right, every $1,000 invested in Bitcoin today could be $10,000-20,000 in 5 years!

While your 'safe' bond portfolio bleeds out, Bitcoin is gearing up to deliver the bold, generational wealth.

The pattern is clear: the out-of-touch Krugmans of the world keep you poor with boneheaded ivory tower predictions...

while real world practitioners like Tom Lee and Cathie Wood embrace the future, making millions along the way.

Tom Lee is right - you're still early.​
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ARK's math proves it.
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The only question is whether you'll be with the 5% who see what's coming, or the 95% who'll spend the next five years wishing they'd listened to Financial Performer.

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Get insights that get you ahead while others follow Krugman.

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So great to have you with us!
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​Rory Duddy
The Financial Performer

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“The best profit-maximizing strategy is to own the fastest horse. …the fastest horse will be Bitcoin.”
​- Paul Tudor Jones