减半事件后的叙事
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减半叙事在很大程度上以“买预期,卖事实”的方式上演。现在我们已经过了减半,是会缓慢上涨,还是供应冲击效应需要更长时间才能完全显现?
由原文自动翻译 · 阅读原文 (English)
减半叙事在很大程度上以“买预期,卖事实”的方式上演。现在我们已经过了减半,是会缓慢上涨,还是供应冲击效应需要更长时间才能完全显现?
I'm actually expecting a bit more volatility before a clear direction. The market needs to digest the new supply dynamics.
Supply shock effects always take longer to materialize fully. Short-term price action often disconnects from fundamental shifts. Patience is key here.
I'm leaning towards a grind upwards. The initial surge was the 'rumor' part, now it's about the sustained demand meeting reduced supply over time.
I think we'll see a 'slow burn' rather than an immediate explosion. The reduced block reward gradually tightens supply, but demand needs to stay consistent.
Completely agree with the 'buy the rumor, sell the news' assessment. I think we'll see some consolidation before any significant upward movement from the supply shock.
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