BitQuant

Why is inflation bad for Bitcoin while disinflation is good? Throughout Bitcoin’s history, we’ve been taught the opposite, haven’t we? We’ve been told that Bitcoin is a hedge against inflation. We’ve been told to hold Bitcoin to protect ourselves from inflation. The problem is that many of the popular narratives around Bitcoin are designed to create euphoria and euphoria is always dangerous. It’s a form of collective irrationality. Euphoria makes you believe in something like a religion. Then, when reality doesn’t match the narrative, it destroys your confidence in it completely. Bitcoin is a parallel financial system. You cannot evaluate it using the parameters of another financial system.

@TheBTCTherapist Happened in the past

What if the bottom is actually in and all of the bears are about to get slaughtered?

@BTC_S_curve You can see that the yearly trend is rising. Not owning Bitcoin should be the scary part.

@BitQua New record high for % of bitcoin untouched the last 150 days. The 150 HODLers now hold 86% of bitcoin for the first time in Bitcoin history. New record high HODL records have historically been a good occasion to start HEAVY stacking.

Short-term traders almost always earn far less than those who simply buy and hold. They celebrate 10-50% gains. Long-term holders are the ones who experience 400-1,000% returns.

@MatthewHyland_ Yes, but I think it will take longer to reach the bottom.

#Silver between $25-$35 = Huge opportunity for long term

There is no way you can compare this cycle to the previous ones. Bitcoin has become a market controlled by professionals. You may wonder why the price drops while Saylor keeps buying, yet rises when he stops buying. That’s because Bitcoin tends to rally during periods when sellers dominate. Why is that? Because Bitcoin is the monetary policy of the digital world. It behaves like a contractionary policy when demand increases and like an expansionary policy when demand weakens. Given that, you can draw your own conclusions about what comes next.

In very high-level circles, the Clarity Act is being discussed as a certainty, and institutions and large investors are acting on that expectation by buying today. If the Clarity Act passes today, its main effect would be to accelerate buying that was already scheduled to happen, compressing it into a much shorter period. In other words, the Clarity Act is primarily about accelerating the timing of the rally, not creating the rally itself.

@BitQua if Clarity Act doesn't pass this year, wouldnt it cause a dump, what can be trigger in such a case for a rally?

Everyone waiting for MVRV - one of the very few indicators that hasn’t yet printed a bottom signal - to turn red before buying is taking an asymmetric risk. You’re betting on events such as a global war, another COVID-like shock, or an FTX-like collapse, while risking missing an exponential surge similar to gold’s but in Bitcoin style.

Bitcoin, which has never entered overvalued territory since 2017, is undervalued again according to the model that determines its value at any given point by dividing the price by a moving average of past prices.

@mikealfred The best part is that if they’re formulating risks like that, they’re only one step away from becoming Bitcoin psychopath maximalists.

The biggest risk to the Internet is private intranets. People are vastly underestimating the risk internal company bulletin boards pose to the public internet.

Every bottom I’ve experienced since 2013 wasn’t missed because people expected a catastrophic decline. It was missed because they were convinced they could get just another 5% discount.

JPMorgan is saying that there are no meaningful risks to Bitcoin.

@ZeroHedge_ Did you ever tell Bitcoiners to sell their gold after encouraging them to buy gold above $4,500?

@BitQua You were acting in their best interest then telling them to buy all the way down? Just fact checking.

According to the 4-year cycle theory, you should buy only in Q4 2026, do nothing throughout 2027 and 2028, and sell in 2029. Follow that strategy and don’t spoil the party for the big “players”.

@PeterSchiff @LawrenceLepard I hope you’ll also post about MSTR on the day it delivers the greatest stock performance ever recorded.

According to @LawrenceLepard, MSTR would be fine if Bitcoin went to $30K. Really? At that price, MSTR would have an unrealized loss of nearly $40B, assuming it doesn’t buy more Bitcoin on the way down. Imagine how much lower $MSTR and $STRC would be if Bitcoin falls another 50%.