@cmrdil21900
Key Factors Shaping My View on BTC
1. Scarcity (Post-Halving)
Bitcoin’s latest halving (in 2024) reduced the rate of new BTC issuance, which tightens supply.
On-chain data suggests a large portion of BTC hasn’t moved in a long time — accumulation from long-term holders is quite strong.
Some valuation models (like the Stock-to-Flow) continue to point to very high potential peaks in future cycles.
2. Institutional Demand
There is increasing institutional adoption: spot Bitcoin ETFs, corporate treasuries (companies holding BTC), and potentially sovereign reserve backing.
This demand could soak up a lot of BTC supply, especially if long-term holders don’t sell much. On-chain metrics show a shrinking float.
According to some forecasts, institutional inflows may intensify in the coming years, which could reinforce a structural bull case.
3. Macro Conditions
Global liquidity is a key driver: if central banks continue to print or maintain loose monetary policy, that could favor assistanc
3 replies
1 recast
7 reactions