Regarding $mstr, bitcoin miners (I own $mara, $hut, and $wulf), and bitcoin etfs (own $ibit)...
The supply crunch I've been yapping about for a decade now finally seems to be playing out and seems undeniable at this point in time.
Right now, the only thing allowing supply to keep up with demand are the outflows of $gbtc. With their fees now 6x the industry standard it makes no sense to leave money in there. The fund is currently bleeding around 5,000 btc a day which are being sold on coinbase.
After today there are about 330,000 btc left sitting in $gbtc. When those dry up in the next 6 months the price will have no choice but to go hyperbolic. There simply won't be any bitcoin to buy.
Daily etf flows can be monitored here:
farside.co.uk
As long as $gbtc is depleting and the rest are increasing it really doesnt matter what the price does between now and then, its just a matter of time. The speculators are playing billions in futures instead of actual bitcoin and thats what causes the bumping ride. The gaps fill fast.
The first true supply squeeze at these funding rates will be a ride for the ages...

