When BTC Halving Meets Carbon Tax Policy: The Cyclical Opportunity of $TREE

Bitcoin halving (scheduled for May 2024) and the dual effect of global carbon tax policies (such as the EU CBAM carbon tariff) create a unique cyclical opportunity for Treehouse ($TREE ). Here is its core logic:

1. Capital Overflow Effect Driven by Halving

After the Bitcoin halving, miner rewards decrease from 6.25 BTC to 3.125 BTC, leading to the accelerated elimination of high-energy consumption mining farms (e.g., after China's crackdown, hash power is migrating to clean energy regions). The on-chain carbon verification technology of $TREE can help miners convert emission reduction actions into carbon credit assets (e.g., tETH) and earn returns through staking, attracting traditional mining funds into the green finance sector.

2. Surge in Compliance Demand under Carbon Tax Policy

The carbon price in the EU has surpassed 120 euros/ton, and businesses urgently need low-cost carbon credit solutions. TREE's zero-knowledge proof (ZKP) technology can verify the authenticity of emission reduction data, resonating with the scarcity logic of carbon credits after BTC halving, becoming a tool for institutions to hedge against carbon tax costs. For example, companies like Tesla may offset supply chain carbon emissions through TREE, avoiding a 30% Bitcoin mining tax.

3. Synergistic Amplification of Cross-Chain Ecosystem

The cross-chain integration of TREE with Polkadot and Ethereum allows carbon assets to be collateralized and lent in DeFi protocols. If a bull market is triggered after the BTC halving, funds may flow into narratives of 'halving + ESG', while TREE's deflationary model (20% of revenue for buybacks) will enhance its value capture capability.

Risk Warning: Be cautious of the impact of carbon pricing fluctuations and policy execution differences on the actual demand for TREE. @Treehouse Official #Treehouse