Cycle alignments. #Bitcoin
therationalroot
therationalroot@nostr.directory
npub1r00t...sqe8
#Bitcoin on-chain & cycle analysis. Signal only.
Follow the carrot down the rabbit hole.
Live ETF Tracker Update — v3: Now Includes Hong Kong ETFs 🔥
#Bitcoin
Halving progress 1%. #Bitcoin 
#Bitcoin Key levels.
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#Bitcoin Key levels.
With declining transaction fees, miner revenue drops from 900 to 450 a day — delayed Halving effect. #Bitcoin
While a Halving supply crunch always needed time to materialize, this Halving, the fee spike caused miners to earn more BTC instead of less, resulting in, at least temporarily, the absence of a supply shock. #Bitcoin
ETFs’ update for the week:
-Blackrock's third consecutive day with ZERO net inflows.
-GBTC fell below 300k BTC (from >600k at launch).
Demand drying up?
After reaching the historic top 10, today, BlackRock ended its 71-day streak of continuous net inflows. #Bitcoin
Due to the Halving, #Bitcoin's annual inflation will drop to ~0.8% over the coming year. Meanwhile, the M2 money supply will likely return to its 7% average.
ETFs Update: Net inflow 932 #BTC (69% lower than average since launch).
- Reduced outflows from Grayscale,
- Reduced inflows into other ETFs.
Where will the Bitcoin price be in 50k blocks?
Looking forward to what this Halving will bring! #Bitcoin
Short-Term Holder cost basis at $58.8k. #Bitcoin
ETFs Update: Net outflow of 910 BTC due to GBTC. Reduced inflows to other ETFs continue.
Many ETF flows stalled due to derisking/fear of war.
Meanwhile, BlackRock continues with its streak of 65 consecutive days of inflows.
#Bitcoin
The Ultimate Cycle Comparison. #Bitcoin
The Bitcoin Strategy Newsletter has surpassed 10,000 subscribers, making it one of the top performers on Substack. Truly grateful for the #Bitcoin community and your incredible support! ✊🧡🙏
If you haven’t subscribed yet, please check it out:
Halving Impact
Surpassing 10k Subscribers!
ETFs update:
-Net 1.7k #BTC inflow compensates for earlier outflows, resulting in ~neutral flows this week.
-Lowest outflow from GBTC since ETF approval.
Q2 of the 4-year cycle: the #Bitcoin Halving.
