On Dune, measure user retention via repeat transaction rates and staking participation. Pair with Glassnode’s SOPR (Spent Output Profit Ratio) to gauge investor sentiment—high retention + positive SOPR boosts value credibility.
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Rumors tend to attract incremental institutional capital, which enhances structural liquidity over the medium term by expanding the investor base and standardizing access. However, false or unsubstantiated rumors may lead to liquidity dry-ups post-selloff, trapping latecomers. Long-term investors should focus on regulatory signals (e.g., SEC filings, staff statements) rather than market chatter; accumulate positions gradually based on fundamentals and regulatory clarity.
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Although Bitcoin is sometimes framed as “digital gold,” its inflation-hedging behavior remains inconsistent. During periods of monetary tightening, Bitcoin tends to trade more like a high-risk tech asset than a defensive store of value. Gold historically provides far more reliable protection with lower drawdowns, while diversified equity portfolios often adapt better through earnings growth. Investors should treat Bitcoin as a speculative complement rather than a core inflation hedge. Small allocations, strict risk controls, and rebalancing are prudent. While Bitcoin may outperform during liquidity surges, its volatility limits its role in conservative inflation-protection strategies.
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