I keep getting asked about the bitcoin halving and how to think about what will happen in the market. This paper by Amberdata is a pretty solid overview. go.amberdata.io/lp-bitcoin-halving-report?utm_campaign=2024-Q1-Reflexivity-Event-NYC&utm_source=Event&utm_content=Bitcoin%20Halving%20Report

Bitcoin demand is increasing and the incoming daily supply just got cut in half. Economics 101 tells us the next 12 months should be fun for bitcoin holders. Here is my segment from @BloombergTV today. pic.twitter.com/t0ZIsQkYGp

Now that the monetary inflation rate of #Bitcoin has dropped below #Gold, it will be interesting to see if its market cap will exceed gold according to the stock to flow thesis. In my view BTC will lag its S2F valuation by 5-10 years, the world simply doesn't move quickly.… pic.twitter.com/oM3tl0RzvL

Looks like we may have hit support on this oscillator, maybe 2 legs up next? This chart is now live on woocharts.com/bitcoin-macro-oscillator/ pic.twitter.com/QWapEO4rUx