“You’ve Got Bitcoin!” Crypto Is Having Its AOL Moment |
Do you remember getting this disc in your mailbox back in the 1990s? |
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If you did get it, you were part of history. |
In 1993, American Online (AOL) launched one of the most successful marketing campaigns in history with its iconic “You’ve got mail” catchphrase. |
At the time, fewer than 3% of Americans used the internet regularly. But AOL knew the internet was the future. |
To bootstrap adoption, the company started giving away promotional discs. |
If you didn’t get one in your mailbox, you could find them in magazines… At your local movie theater… Or even the mall. They were everywhere. |
Back then, only geeks and nerds used the internet. You needed technical expertise just to send something as simple as an email. |
But AOL changed all that… You no longer needed a computer science degree to use a computer. |
The disc allowed anyone with a computer easy access to the internet. It was a one-stop shop for all your online needs at the time. From email and shopping to news and sports. |
Over the 13-year campaign, the company mailed out more than 1 billion promotional CDs. And it sent internet usage skyrocketing in America. |
By the time AOL sent out the fourth version of its software in 1998, internet adoption in the United States had skyrocketed to nearly 40%. Today, it’s at over 93%. |
The campaign was a massive boon for AOL, too. And the “You’ve got mail” slogan became a part of American folklore. |
In 1992, the company had just 200,000 subscribers. A decade later, it had over 25 million. That’s a 12,400% increase in just under a decade. |
Over that span, AOL’s share price rose 79,000% (split-adjusted). |
Of course, AOL alone didn’t account for all internet adoption in the early 1990s. But its simple interface definitely helped onboard millions of new users. |
Here’s why I’m telling you this… |
Right now, I believe bitcoin’s AOL moment is underway. We’re at the point where it’s moved past early adopters and into the mainstream. |
But I must warn you: If you think crypto’s best days are behind it because bitcoin is in the mainstream, think again. |
Many investors made the same mistake in the early 2000s. When the internet finally hit mainstream, they thought peak growth was behind tech stocks. |
They were wrong. Dead wrong. |
As I’ll show you below, once the internet reached mass adoption, many of the biggest opportunities were ahead. I believe the same will be true for crypto. |
TradFi Is Taking Crypto Mainstream |
Over the past six months, we’ve seen a string of traditional finance (TradFi) companies swallow up crypto platforms with the goal of mainstreaming them. |
The most notable acquisitions of late were by payment processor Stripe and stock trading platform Robinhood. |
In February, Stripe acquired stablecoin company Bridge for $1.1 billion. And last week, the company acquired crypto wallet developer Privy for an undisclosed amount. |
Stripe is one of the biggest TradFi companies in the world. If you’ve ever made a mobile or online payment or used a credit card reader at a retailer, your payment likely went through Stripe’s payment rails. |
Last year, it processed $1.4 trillion in payments, which is almost 5% of U.S. GDP. |
Robinhood is a traditional trading platform for buying and selling stocks, options, and crypto, among other services. It has a market cap of over $67 billion. And it’s also diving headfirst into crypto. |
Earlier this year, the company acquired Bitstamp and WonderFi exchanges for a combined $379 million. |
The exchanges have 50 regulatory licenses total in jurisdictions across Europe, Asia, and North America. By acquiring these platforms, Robinhood can immediately expand its services to other nations. |
Here’s why these acquisitions are so bullish for crypto… They’re solving one of the industry’s biggest problems: Ease of use. |
Both Stripe and Robinhood are simple to use. And they’ll make blockchain transactions as simple and fast as AOL made internet access. |
When you make a crypto transaction through Robinhood or Stripe, you won’t even know you’re using crypto rails. |
The days of going through offshore exchanges… Remembering incredibly long and complex private keys… And using multiple wallets will soon be behind us. |
Robinhood will make buying, selling, and holding crypto just as easy as buying stocks or bonds in your online brokerage account. And Stripe will make accepting stablecoins as seamless as accepting local currency or credit cards at a 7-11 or Walmart. |
Now, I’m not recommending you take a stake in either company. My point is these financial giants will make it easy for billions of people across the globe to use crypto. |
Remember, before a new technology can achieve mass adoption, it needs to be easy to use. |
That’s the golden thread that ties what AOL did back in the 1990s to what Stripe and Robinhood are doing today. |
Just as AOL brought millions of homes online in the ’90s, Stripe and Robinhood will eventually onboard millions of new crypto users. |
This is why I believe crypto adoption is about to have its AOL moment. |
Mass Adoption Means More Opportunities |
If you think you’re too late to the crypto adoption party, I want you to think again. |
Numerous investors made that mistake in the early 2000s when they assumed once the internet went mainstream, the biggest returns were behind them. |
Remember, by 2007, over 75% of America was already online. And the internet had already reached mass adoption. |
Yet, internet-related companies like Netflix, Broadcom, and Nvidia are up 34,368%, 15,120%, and 25,748%, respectively, since then. |
According to Chainanalysis, global bitcoin adoption is at just 6%. So we’re still in the early innings. |
That is why Wall Street is rapidly acquiring crypto firms. They know this is the beginning of the boom and want to cash in on it. |
This isn’t the time to take your foot off the gas. This is when you need to pay more attention to what’s happening… because the largest opportunities are still ahead. |
And that brings me to what I believe is the biggest profit-making opportunity in crypto right now: AI agents. |
If you’ve been following me the past few months, you know I’m incredibly bullish about AI agent coins. |
In short, AI agents are very intelligent applications of AI technology built around a specific task tailored to you. |
Imagine having a room full of the world’s best personal assistants. So you would have the world’s best executive assistant. The world’s best health coach. The world’s best vacation planner. And so on… |
That’s the promise of AI agents… Having all these applications at your fingertips, tailored to your personal needs and preferences, and needing little to no input from you. |
So you can see their impact will be huge. And so will the profit opportunity from their proliferation. |
Here’s the thing: Right now, there’s no pure-play way to own AI agents in the stock market. |
The only place I know where you can get pure exposure to the AI agent trend is through the crypto markets. |
Daily editor Teeka Tiwari recently put together his most recent research briefing on how he sees the AI agent trend playing out. |
He also wrote a special report on what our research suggests are the top six names in the space. These are coins we believe could make you a life-changing amount of money this year. |
As bitcoin hits its AOL moment, the superstars-in-waiting in crypto will soon have their moment to shine. And you’ll want to be ready before then. |
You can watch a replay of his research briefing right here. It won’t be available for long, so be sure to view Teeka’s latest AI agent briefing now. |
Keep Stacking Bitcoin! |
Houston Molnar |
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