Definitely think the last leg is still ahead. 3% allocation by all ETF product creators signals a 135,000$ bitcoin. The fundamentals that miners control supply being the main driver for upward price action is what I am watching. When the largest miners start dumping coins to buy new mining equipment is when the bear market starts. Bitcoin progresses according to Moores law. When mining ASICS become more efficient, Hashrate goes up, Adoption progresses, And price moves up. There is a one year period when all miners are reshuffling equipment and this is when the bear market is on. Rather than looking at the macro side a better price prediction comes from the miner supply side. https://bitcointreasuries.net/
This website has lots of Data on miner treasury holdings. I should make a metric measuring corporate demand and miner treasuries. But you know, It’s just easier to buy bitcoin than speculate on price.
Theory of Everything
npub19v…5pf6r
2025-06-04 20:28:55
in reply to nevent1q…d6cn
Author Public Key
npub19v822v4ncvz96kgv8hycy72df9ws30zf0a25ej7vxr7v360mut5su5pf6rPublished at
2025-06-04 20:28:55Event JSON
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"content": "Definitely think the last leg is still ahead. 3% allocation by all ETF product creators signals a 135,000$ bitcoin. The fundamentals that miners control supply being the main driver for upward price action is what I am watching. When the largest miners start dumping coins to buy new mining equipment is when the bear market starts. Bitcoin progresses according to Moores law. When mining ASICS become more efficient, Hashrate goes up, Adoption progresses, And price moves up. There is a one year period when all miners are reshuffling equipment and this is when the bear market is on. Rather than looking at the macro side a better price prediction comes from the miner supply side. https://bitcointreasuries.net/\nThis website has lots of Data on miner treasury holdings. I should make a metric measuring corporate demand and miner treasuries. But you know, It’s just easier to buy bitcoin than speculate on price.",
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