A Thesis for Institutional Investment
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Messari takes a macro-oriented and data-driven approach to making a very strong investment case for Bitcoin, culminating in a comparison to gold which suggests a 6300% upside potential:

The core thesis is build around the observations that:
- Bitcoin is experiencing institutionalization via various investment products, futures, lending instruments, etc
- Bitcoin is increasingly relevant on the macro-stage as a new asset class
- Central bank monetary policy, accelerated by Covid-19, amplifies bitcoin's value prop and accelerates market adoption
- The current political environment is consistent with the end of debt-supercycles, and the consequent rise of MMT creates an environment where bitcoin can thrive.
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tldr
The investment case for bitcoin is especially strong right now, because: