The US proposed reserve is ~20k bitcoin/month alone. Let’s double that for all other entities mentioned. So 40k bitcoin/month demand. Also, important to note that these purchases are locked in for more than 4 years…
Current block reward distribution is 13,500 bitcoin/month.
How long until we get the mother of all supply shocks? At a structural level, not at a retail whimsical level.
It’s a flywheel…as NGU, more legitimacy, more buyers, more conviction, NGU. The difference this time is that on January 21st the most credit worthy buyer IN THE WORLD is going to start stacking. If that’s not a signal to everyone else in the world that they should stack too, I don’t know what will be…
BoomTown
npub1h4…a2jcm
2024-12-18 20:10:08
in reply to nevent1q…me3t
Author Public Key
npub1h4lrzqnrne72xj00yl3zzr0k6qn93cqe5g4vvkfechs6mn89mwyqfa2jcmPublished at
2024-12-18 20:10:08Event JSON
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"content": "The US proposed reserve is ~20k bitcoin/month alone. Let’s double that for all other entities mentioned. So 40k bitcoin/month demand. Also, important to note that these purchases are locked in for more than 4 years…\n\nCurrent block reward distribution is 13,500 bitcoin/month.\n\nHow long until we get the mother of all supply shocks? At a structural level, not at a retail whimsical level.\n\nIt’s a flywheel…as NGU, more legitimacy, more buyers, more conviction, NGU. The difference this time is that on January 21st the most credit worthy buyer IN THE WORLD is going to start stacking. If that’s not a signal to everyone else in the world that they should stack too, I don’t know what will be…",
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