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Benking
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NOT A FOUNDER OR A CEO OF ANYTHING ONLY BITCOIN 🧡⚡️ PHOTOGRAPHY📸
These days, many analysts in the #Bitcoin market are waiting for a reduction in US interest rates and believe that a drop in inflation could lead to a return of liquidity and a strengthening of the price of #Bitcoin. One of the hopes of the market is the reduction in energy and gasoline prices as a result of peace between Iran and the United States. However, a new factor, “artificial intelligence,” is complicating the inflation equation. Technology companies are spending hundreds of billions of dollars to build data centers, power plants, and processing infrastructure. This volume of investment could create new inflationary pressures and delay a reduction in interest rates. Interestingly, unlike in previous years, there is no longer a strong convergence between AI stocks and #Bitcoin. Capital that once entered both areas simultaneously is now competing between them. On the other hand, part of the AI ​​infrastructure development plans had counted on capital from oil countries in the region, such as Saudi Arabia and the UAE; Countries that are now facing more geopolitical uncertainty after the Iranian attack and the closure of the Strait of Hormuz. For this reason, the future of #Bitcoin’s price in the short term is no longer tied solely to the decisions of the Federal Reserve or the price of oil. Artificial intelligence has also become an important variable in this equation.
As #Bitcoin hit its lowest price in 2026, several old wallets that had been inactive for more than a decade suddenly moved, moving about $37 million worth of #Bitcoin. Typically, when you see news like this, many market participants worry about a massive sell-off and downward pressure. But if these people have been through all the bull and bear cycles, ETFs, halvings, crises, and even #Bitcoin reaching all-time highs for more than 10 years, why should we assume they have suddenly decided to sell their entire holdings today? The reality is that moving #Bitcoin doesn’t necessarily mean selling. These moves could be to improve security, change the structure of asset custody, transfer to new custodians, or even plan for inheritance and wealth management. The market usually focuses on the amount of #Bitcoin being moved; But the more important issue is the length of time these #bitcoins have been held without any intermediary, bank, or central institution. image
To better understand the current market conditions, it is worth familiarizing yourself with a little game theory, a concept that has played an important role in modern economics and has been the basis for many Nobel Prize-winning studies in economics. Game theory studies decision-making in situations where the outcome of our choices also depends on the behavior of others. The #Bitcoin market is a clear example of this concept. On one side, there are sellers who are selling out of fear of further price declines, and on the other side, buyers who are waiting for the selling pressure to end. The important point here is that selling power is limited. The more the market corrects, the more sellers exit their positions. Eventually, we reach a point where a large portion of those who intended to sell have already sold, and there is not enough power left to continue the downward pressure. For this reason, markets often change direction when the majority is still waiting for the same trend to continue. From a game theory perspective, when everyone is expecting a further decline, one must also consider the possibility that the sellers have played their last cards and the market is on the verge of a phase change.