Investor Mark Moss, advisory partner at the Bitcoin Opportunity Fund and chief Bitcoin strategist at Satsuma Technology, told Cointelegraph that the convergence of Wall Street products and U.S. government acceptance has produced what he calls the “best buying opportunity ever” for Bitcoin. Moss, who first purchased Bitcoin in 2015 at roughly $300, contrasted that early‑stage risk with today’s environment, where exchange‑traded funds (ETFs) and institutional custody make the cryptocurrency easier for mainstream investors to acquire.

BTC / USD
Source: CoinGecko. Prices are indicative.

Institutional Momentum and Recent Price Action

Moss highlighted that banks and newly launched spot Bitcoin ETFs have lowered barriers for retail and advisory clients, potentially shifting a larger share of traditional portfolios into the digital asset. He pointed to the brief rally above $80,000 that followed the Democratic takeover of the U.S. House in the recent midterm elections, noting that the price quickly retreated to $74,762 – its lowest level since August – before slipping further to about $73,500 after news about Nvidia’s CEO. Despite the volatility, Moss argued that the market’s reaction to a $6.3 billion Binance hack was muted; Bitcoin fell only modestly from $76,320 to $74,762, suggesting that sellers were exhausting their supply.

Historical Performance Around U.S. Elections

Citing data from 2014 onward, Moss said Bitcoin has historically posted an average 53 % gain in the 12 months following U.S. midterm elections, based on three completed cycles. He expects the trend to continue, projecting a new all‑time high in 2027. This outlook is reinforced by recent inflows into spot Bitcoin ETFs, which surged by $75 million on the Wednesday after the election but reversed with a $430 million outflow the next day, reflecting heightened trader activity around the political calendar.

Strategic Holdings and Long‑Term Outlook

Moss remains bullish on MicroStrategy (MSTR), the publicly traded company that has amassed over 4 % of Bitcoin’s total supply, holding 849,327 BTC as of early November. He believes no other listed firm will outperform MicroStrategy over the next decade, yet he prefers holding Bitcoin directly rather than its equity proxy. In his long‑term model, Bitcoin could reach $1 million per coin by 2030‑2032 if it captures a meaningful share of global wealth across stocks, bonds, gold, and real estate. The scenario hinges on widespread adoption by financial advisers who gradually reallocate modest portfolio percentages into Bitcoin, assuming the network stays secure and decentralized.

What to Watch Next

Investors should monitor the rollout of additional spot Bitcoin ETFs and any regulatory guidance from the U.S. Securities and Exchange Commission, as these factors could influence institutional demand. Further price sensitivity may arise from major security incidents, such as the recent Binance breach, and from macro‑economic shifts tied to election outcomes. Finally, the performance of MicroStrategy’s treasury strategy will be a bellwether for how corporate Bitcoin holdings are valued relative to the underlying asset.