Bitcoin‘s ’best buying opportunity ever has arrived: Mark Moss

摘要:Bitcoin Opportunity Fund co-founder Mark Moss explains why investors should ignore Bitcoins performance this week and look ahead to a new record high in 2027.

Wall Streets embrace of Bitcoin has created the “best buying opportunity ever,” according to investor Mark Moss.

Moss co-founded the Bitcoin Opportunity Fund, where he is an advisory partner. In 2025, UK-listed Satsuma Technology appointed him chief Bitcoin strategist.

Moss tells Cointelegraph on the latest episode of Trade Secrets that he first bought Bitcoin in 2015 at about $300, during a recovery from a $1,000 to $200 plunge.

“It was so risky,” Moss recalls of buying back then. In contrast, today, “you have consensus from the US government and Wall Street.”

“But most people still think its a scam,” he says.

That skepticism opens buying opportunities as Bitcoin starts to cross what Moss calls the “chasm” between early adopters and mainstream investors. Banks and exchange-traded funds (ETFs) have made Bitcoin easier to buy and financial advisers could help persuade clients who have stayed away previously to consider investing.

Related: Strategy shareholders approve daily dividends for four preferred stocks

Moss calls bottom but Bitcoin keeps falling

Bitcoin briefly climbed above $80,000 after the Democrats took control of the US Congress in the midterm elections, then gave back those gains as tech stocks sold off. By Friday, it fell to $74,762, its lowest level since August and remains in the doldrums at the time of writing.

Despite the selloff, Moss points to the reaction to the $6.3 billion Binance hack as a sign that sellers were running out.

“The price didnt really drop,” he says.

Bitcoin fell to $76,320 after the breach and slid to $74,762 on Friday, erasing its post-election gains. It fell further to about $73,500 late Sunday, its lowest level since August, after Nvidias board announced it would investigate reports that CEO Jensen Huang had been targeted by a foreign intelligence effort.

Bitcoin found another bottom after reports of Nvidia CEOs scandal. Source: CoinMarketCap

Flows into US spot Bitcoin ETFs swung sharply during election week. The funds took in about $75 million on Wednesday, then shed $430 million on Thursday.

History is on the side of hodlers however. Bitcoin gained an average of about 53% in the 12 months after previous US midterms, Moss says, using data going back to 2014. That leaves three completed election cycles in his sample. He says he expects Bitcoin to set a new all-time high in 2027.

Moss backs Strategy but would keep his Bitcoin

Moss thinks the Bitcoin treasury company to own is Strategy (MSTR), but believes that holding Bitcoin yourself is still superior. Strategy began buying Bitcoin in 2020 and turned those purchases into a core part of its business. It has used stock and debt sales to fund its purchases, giving investors a way to bet on Bitcoin through a publicly traded company.

By Nov. 2, Strategy held 849,327 BTC, more than 4% of Bitcoins maximum supply.

“I don‘t think there’s another publicly traded company that will outperform Strategy over the next ten years,” Moss says.

Strategy has the worlds largest corporate Bitcoin trove. Source: BitcoinTreasuries.Net

Leverage can help a Bitcoin treasury companys shares outperform the cryptocurrency it holds when its price rises.

But even if Strategy outperforms, Moss wouldnt trade his Bitcoin holdings for its shares.

Related: 1inch lawyer sees agencies driving US crypto regulation as midterms unfold

Before Moss bought his first Bitcoin, he made a living buying foreclosed properties, fixing them up and selling them. He moved into property development, then built and sold a medical equipment business. He says he put the proceeds into Southern California real estate.

When the market crashed in 2008, he lost it all.

“The reward of being right is not worth the risk of getting it wrong,” he says.

Even with his outlook for Strategy, Moss says hed keep his Bitcoin and use only a small share of his portfolio to pursue higher returns through treasury stocks.

A journey of $1 million Bitcoin starts with small allocations

In Moss‘s model, Bitcoin could reach $1 million under certain circumstances, when it competes with stocks, bonds, gold and real estate for a considerable share of investors’ wealth. The model estimates how much those assets are worth, projects how that pool could grow as the global money supply expands and calculates a Bitcoin price based on the share it captures.

Financial advisers could help bring in that money via one clients portfolio at a time, encouraging them to shift a few percentage points out of stocks or bonds and into Bitcoin. The scenario depends on a critical mass of clients doing that, to the point where all those small allocations add up.

The model also assumes Bitcoin stays secure and decentralized. Asked what could derail the scenario, Moss pointed to a failure that compromised either feature.

Moss says $1 million is possible by 2030... though hodlers might have to wait until 2032.

Hodler‘s Digest: Vitalik ’pivots ETH to store of value, crypto suffers after US midterms

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