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https://warpcast.com/~/channel/brypto
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Icetoad 🍕 🎩 🐈
@icetoad.eth
Bitcoin has passed Amazon in marketcap! Apple, you're up next...
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kripcat.eth
@kripcat.eth
Would be nuts if BTC flipped Nvidia this cycle, given all the attention on AI atm.
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Augustus Caesar
@augustuscaesar
I think it’s happening. Bitcoin will probably rise further. Gotta understand that rates have been frozen above 4% since we hit 100k.
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Icetoad 🍕 🎩 🐈
@icetoad.eth
That would mean BTC would be 202k, and that's assuming Nvidia stayed at current price.
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Augustus Caesar
@augustuscaesar
I got BTC at 238,000 minimum.
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Icetoad 🍕 🎩 🐈
@icetoad.eth
I just saw that Saylor didn't even buy this past week cause he's out of fiat for the moment. Crazy we hit 123k without him.
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Augustus Caesar
@augustuscaesar
I wrote this a while ago but it’s how I saw global liquidity at the time. This is about to be an insanely long run & I don’t foresee it ending for some time. https://paragraph.com/@fiatfudder.eth/in-the-long-run
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Icetoad 🍕 🎩 🐈
@icetoad.eth
I dunno man, not much of what you predicted here played out in 2024. The US barely lowered rates, other countries lowered theirs. And what you saw in Oct 2023 was merely people anticipating that the spot ETF was coming. That certainly cause a run up in early 2024, but then there was months of sideways movement before people excited that Trump would bring about clearer regulatory environment. This cycle almost seems like a triple top, or a chopped up run (ETF run up, Trump v2.0 run up, and then whatever we are seeing now)
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Icetoad 🍕 🎩 🐈
@icetoad.eth
I'll give it a read, but before I do, I am already tempted to say this could be when we start to see the 4 year cycle fading out due to institutional adoption. Mining yields are also at the point where another halving doesn't change the equation much.
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