If you add Plan B’s stock to flow analysis into the equation and then look at that 4T to 6T $ injection of cash you can make the case that BTC will be delayed from peek on the normal cycle but go much higher than the Stock to Flow predicts. The Chinese news has also beaten down BTC and you have to take into account that they want to limit exposure to loss of assets leaving the country. The analysis on this end says a rounding of BTC between Jan and March 2021 between $350,000 and $580,000 unless the Federal Government steps in too. I am very long at this point on BTC and related assets like HUT and MSTR calls with March expire.
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