|
@soonaorlater | |||||
|
1/ In our @tokendaily newsletter on Sunday we discussed @nic__carter’s essay on Efficient Market Hypothesis topicality and how it relates to $BTC price during the upcoming halving.
twitter.com/biserdimitrov/…
|
||||||
|
||||||
|
|
Soona
@soonaorlater
|
7. sij |
|
Though the halving could be priced in, there will likely be new information (or related information) that may not be fully priced in
|
||
|
||
|
|
Soona
@soonaorlater
|
7. sij |
|
2/ A couple examples of new information that arent available now include:
a. Whether traditional financial titans such as Blackrock and Bridgewater will disclose positions in BTC
b. How geopolitical issues will affect mainstream perspective on BTC and consequently its adoption
|
||
|
|
||
|
|
Soona
@soonaorlater
|
7. sij |
|
3/ Not all effects of the halving are well understood or easily evaluated - ex: the effect of the BTC network security budget
Though it's not relevant to this halving, this question will become more important as the model becomes more reliant on tx fees
twitter.com/spencernoon/st…
|
||
|
|
||
|
|
Soona
@soonaorlater
|
8. sij |
|
Good thread for additional reading: twitter.com/seanplavery/st… twitter.com/SeanPLavery/st…
|
||
|
|
||