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RE: LeoThread 2024-02-02 17:29

in LeoFinance9 months ago

Bitcoin really should have pulled a 30% retrace from ETF sell-the-news action. So far it's only 17%. Looking at the chart today it appears as though we've already fully recovered. Next 2 months leading to halving event could get cray.

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It'll be interesting, for sure. In the last two major run-ups, BTC went 5-6x in a matter of 6-8 months. I wonder if the market is now "too mature" for such a jump...

I highly doubt that considering these institutions have the ability to not be distressed sellers in the bear market. They aren't going to get a higher return anywhere else and they know it. It's so easy for them to justify buying the top knowing it's basically guaranteed to be higher in 4 years.

I would certainly welcome being wrong here.

Stability in Bitcoin would be amazing.

I was thinking of it more in terms of pure resources. They're likely buying with fiat... consider that $200K BTC is a $4 trillion financial instrument... it takes a a lot to move something that size by even 100%... even with headwind, the likes of Amazon, Apple and Microsoft are lucky to move 50-75% in 12 months; their moves were much bigger when they were $500B stocks, not so much as $3T stocks... my point being that there's only so much gasoline available to pour on the fire...

=^..^=

takes a a lot to move something that size by even 100%

It takes a lot to move an asset that has volume and market participants that are willing to sell. That's not Bitcoin. It doesn't matter how high the market cap goes. What matters is who is willing to sell when the price goes higher. Bitcoiner's base their entire personality on HODL. It's a completely different situation because everyone knows more can't be printed out of thin air like a stock.

Good point; I have no data on BTC HODLers vs. traders (3-6 months or less) who just buy and sell on market movements.

Yeah so basically as long as these institutions have a financial incentive to HODL along with the rest of the community then liquidity will stay thin and the price can go anywhere. And they totally do have even more incentive than regular people because they can create derivatives and leverage that wealth in ways that plebs could never dream of. It's gonna be a weird situation honestly.

I’m not sure that those who want to shake Bitcoin out of the fat wallets of fat holders at a low price are interested in stability :)
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It's good to see that it is recovering now and set for a higher record.

Bitcoin never does what is expected of it. It didn't pump as much as it was expected of it during ETF euphoria and it apparently doesn't dump as much as expected post-ETF.

Another way of saying this is that Bitcoin always does what is expected of it.
Every bull market and every bear market is four years apart.
It's the most predictable market within the entire world economy.
Can you think of a more predictable market?

The wild thing that even though everyone should know what it's going to do and it's crazy volatile it just keeps happening all the same and nobody learns their lesson or profits from the obvious movements. FOMO/FUD strong.

The ETF balance is positive, many BTC have been bought despite Grayscale's profit taking, if we add Halving we will have a very nice end of the year. 🚀

Yes, exactly: a very nice end of the year.
Everyone is saying April will be amazing, which is not the EOY.