Theory crafting: SoV assets require *stability* of their cashflow/REV, rather than the lack of it.
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If BTC (or Gold) started to generate cashflow, it won't stop being a SoV asset, at least right away.
But, if this cashflow ever decrease, the valuation would drop in response.
Plus, markets may over-index on cashflow falling: a SoV asset with falling cashflow is less appealing than another SoV whose cashflow is not falling (could be due to it being zero).
Compounds that with the fact that SoV relies on network effects, which means that relative marketshare movements could get amplified (a winning SoV can win harder).
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In upshot, the downside of cashflow/REV for a SOV asset is that it makes the asset less appealing when cashflow falls.
Therefore, what's really important for SoV assets is the *stability* of cashflow/REV, rather than the lack of it.
(All of this is mostly empty speculation from first principles and not backed by any real data btw. So take it with a grain of salt.)
Theory crafting: SoV assets requires *stability* of their cashflow/REV, rather than the lack of it.
===========
If BTC (or Gold) started to generate cashflow, it won't stop being a SoV asset, at least right away.
But, if this cashflow ever decrease, the valuation would drop in response.
Plus, markets may over-index on cashflow falling: a SoV asset with falling cashflow is less appealing than another SoV whose cashflow is not falling (could be due to it being zero).
Compounds that with the fact that SoV relies on network effects, which means that relative marketshare movements could get amplified (a winning SoV can win harder).
===========
In upshot, the downside of cashflow/REV for a SOV asset is that it makes the asset less appealing when cashflow falls.
Therefore, what's really important for SoV assets is the *stability* of cashflow/REV, rather than the lack of it.
(All of this is mostly empty speculation from first principles and not backed by any real data btw. So take it with a grain of salt.)
Finite Supply vs Infinite Demand
Only 21 MILLION Bitcoin will EVER exist
19.7 million Bitcoin are distributed across 1-3% of the global population
1.3 million new Bitcoin will be issued over the next 115 years
Something like 70% of the entire 21M supply is held by individuals, private businesses, trusts, etc.
These holders sold something like 250,000 BTC in the first 4 months of 2025
Germany sold 50,000 Bitcoin in August 2024
Even with massive sells, the price is near all time highs...
Why?
Bitcoin ETFs bought 500,000+ Bitcoin since they were approved in January 2024
Michael Saylor's Strategy has accumulated ~560,000 BTC since 2020
Other public entities have bought 100,000+ BTC
There's no sign of these entities stopping or even slowing down
But they won't be able to keep stacking at these rates forever...
Once someone sells their Bitcoin, they can't sell it again
A lot of the people selling bitcoin today don't understand that Bitcoin runs out at every price
They think that they're selling high and they'll buy back when the price is lower
They don't understand that $105,000 will eventually be a rounding error
A lot of the Bitcoin being bought today will NEVER BE SOLD AGAIN
A supply shock is coming, and most people aren't ready
🚀 $BTC Weekly Outlook
#bitcoin has broken out strongly and is now aiming for the next key target zone 💥
🎯 Next Target: $110,000
Followed by:
• $120,810
• $130,631
Momentum is solid — as long as price holds above $86,413 support, bulls are in full control 📈
Buy and Trade $BTC here
{spot}(BTCUSDT)
@wisegbevecryptonews9 #BinancePizza
$NEIRO SURGES – IS A BREAKOUT IMMINENT?
$NEIRO is gaining momentum, currently trading at $0.000591, reflecting a 31.4% increase over the past 24 hours. The token’s 24-hour trading volume stands at $457 million, indicating heightened investor interest. 
Key Levels to Watch:
• Resistance: $0.000640 – A breakout here could propel the price toward the $0.000680 mark. 
• Support: $0.000580 – Holding this level is crucial to maintain bullish momentum. 
With its recent price surge and growing trading volume, $NEIRO is capturing the market’s attention. 
Will the bulls continue to drive upward, or is a correction on the horizon? Stay tuned!
📊 $ETH / USDT Long Strategy 🟢📈⚡
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🧭 Market Overview
Current Price: $2,468.49
Intraday Range: $2,462.21 – $2,577.96
Key Resistance: $2,600 (recent high), $2,650 (next zone)
Key Support: $2,450 (recent low), $2,400 (weekly base)
Trend & Summary: ETH is exhibiting a bullish trend on the 15m/30m charts, indicating potential for short-term gains.
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🎯 Entry Now or Pullback Entry 🔄
Zone: $2,450 – $2,470 (close to support & 30m EMA)
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💰 Profit Targets 💰⚔️
TP1: $2,500 (+1.3% minor resistance — high probability)
TP2: $2,550 (+3.3% strong resistance zone — supply edge)
TP3: $2,600 (+5.3% stretch target — just under upper supply)
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⛔ Stop-Loss 🧯🪓
Strong SL: Below $2,400 (just under key support, avoids early hit)
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📘 Risk Management & DYOR
Limit your capital to 1–2% per trade.
Avoid overtrading.
Keep an eye on the charts for quick updates.
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✅ Buy and Trade here on $ETH
{spot}(ETHUSDT)
#SaylorBTCPurchase #EthereumSecurityInitiative #MastercardStablecoinCards #BinanceTGEAlayaAI #CryptoRegulation