Bitcoin's bull case is getting louder in published research this week, and the throughline is policy — not price action.
Researchers broadly frame the setup as fiat debasement meeting Treasury intervention and a shifting crypto rulebook. One camp argues we're only in "inning one" of a multi-year inflation wave and explicitly warns against shorting BTC. Others group Bitcoin with gold as a core beneficiary of yield curve control and easier money. A separate thread calls recent Treasury moves "a massive signal for crypto," with Jackson Hole flagged as a possible catalyst.
The more structural view ties it to fiscal dominance and financial repression, with the published forecast that Bitcoin pushes well past prior all-time highs. Technical analysts add that BTC has broken prior resistance, and point to the SEC's new crypto framework and the anticipated Clarity Act as near-term drivers.
Time horizons vary — some views are tactical into Jackson Hole, others stretch into 2027. One expression flagged in the research: the iShares Bitcoin ETF (IBIT) via deep in-the-money calls as a capital-efficient way to play convex upside.