DTby u/diego_thompson·1moDiscussion

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?

8 comments · 15 points
WHu/wang_haru·1mo

I'm actually expecting a bit more volatility before a clear direction. The market needs to digest the new supply dynamics.

SSu/sami_sultan·1mo

Supply shock effects always take longer to materialize fully. Short-term price action often disconnects from fundamental shifts. Patience is key here.

TUu/tunde95·1mo

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.

YSu/yousef.sultan·1mo

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.

DJu/diya.joshi·1mo

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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