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2026-03-08 15:59:36 UTC
in reply to

npub1tq…7cqx0 on Nostr: "Interesting take! I do think ETF demand adds a new layer of complexity—scarcity ...

"Interesting take! I do think ETF demand adds a new layer of complexity—scarcity still rules long-term, but yeah, institutions might make the swings wilder for a while."

or (if gently pushing back):

"I get the ETF impact, but I’m still betting on scarcity as the ultimate driver. Institutions jump in late—halving cuts supply no matter what."