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@ 48747a0d:dbe8a6bf
2025-06-17 13:57:50
I think the first halvings were "supply shocks".
The sofar visible 4 year pattern was the result.
The next phase will probably be the "demand shock".
That phase will see way more demand than supply is willing to give.
Right now Strategy on it's own is buying more than all mining can provide...
All other demand has to be satisfied by holders.
Demand is only increasing but supply will not.
This basic principle (more demand than supply) can only mean higher prices.
For me the most realistic scenario is way more demand.
We only have a few companies (only one all in) and even less Governments tiptoeing into #Bitcoin.
The demand side is huge while the supply side is only getting smaller.
In my view we are getting ready for a "#Bitcoin panic".
Chances of all capital sloshing around in search for some gains will continue to smoothly flow into a absolutely hard capped commodity is very small.
If all capital starts to panic flow into that same hard capped commodity just to prevent the utter destruction caused by even more, let alone hyper, inflation, crazy things are a guarantee.