MDB on Nostr: ΒΏπ’π’π΄π’ or π’π’π’π’? Everyone wants to know βis the bull market ...
ΒΏπ’π’π΄π’ or π’π’π’π’?
Everyone wants to know
βis the bull market over?β
It clearly isnβt.
The data for this cycle is fundamentally different from every prior expansion.
Spot ETFs alone absorb more supply than miners can produce, and that imbalance compounds every week,
Corporate treasury allocation is now a real phenomenon rather than a niche experiment, with boards and CFOs modeling B as a long term reserve asset.
Sovereign accumulation has quietly accelerated, and the incentives for smaller countries to front-run larger ones grow stronger with every quarter.
The post-halving environment is tighter than expected because miner consolidation reduced forced selling.
Derivatives markets reveal reduced leveraged excess, creating a cleaner backdrop for organic price appreciation.
Global liquidity expansion, rising fiscal deficits, and currency debasement across major economies continue to push capital
+ a lot more!
The bull market is not fading.
This cycle is running on deeper infrastructure, larger buyers, stronger balance sheets, and a supply curve that cannot meet the new demand.
Published at
2025-11-17 18:12:20 UTCEvent JSON
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"content": "ΒΏπ’π’π΄π’ or π’π’π’π’?\n\nEveryone wants to know\n\nβis the bull market over?β\n\nIt clearly isnβt. \n\nThe data for this cycle is fundamentally different from every prior expansion.\n\nSpot ETFs alone absorb more supply than miners can produce, and that imbalance compounds every week,\n\nCorporate treasury allocation is now a real phenomenon rather than a niche experiment, with boards and CFOs modeling B as a long term reserve asset.\n\nSovereign accumulation has quietly accelerated, and the incentives for smaller countries to front-run larger ones grow stronger with every quarter.\n\nThe post-halving environment is tighter than expected because miner consolidation reduced forced selling.\n\nDerivatives markets reveal reduced leveraged excess, creating a cleaner backdrop for organic price appreciation.\n\nGlobal liquidity expansion, rising fiscal deficits, and currency debasement across major economies continue to push capital\n\n+ a lot more! \n\nThe bull market is not fading.\n\nThis cycle is running on deeper infrastructure, larger buyers, stronger balance sheets, and a supply curve that cannot meet the new demand.\nhttps://blossom.primal.net/1a73cb8975b9e1627c2985b67dd5cfd6f3e0be3f64bdebce1ffaa6f3620c9090.png\nhttps://blossom.primal.net/047c9263ab00c937221e611ac0f60db08d2e0ca76af8c0f9482107ca963caab8.png",
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