I did not read about it anywhere yet, but I don‘t think people have priced in the following:
It is incredible likely that after Trudeau’s resignation, Poilievre will be the new leader of Canada maybe from
October onwards. He is extremely pro bitcoin and has spoken about a strategic reserve as well. Just thinking out loudly, but if I were Trump and would expect another G10 country try to steal the show with a strategic bitcoin reserve. I would definitely move first.