🚨 DOT supply → capped at 2.1 Billion 🚨The Polkadot DAO has signaled support for a hard cap, by passing Referendum 1710 on the “Wish For Change” track, with 81% in favor.Today ⤵️→ 1.6 Billion DOT exist→ 120M DOT/year minted each year→ No supply capWhat Ref. 1710 outlines ⤵️→ A 2.1B cap on total supply→ New DOT issuance steps down every 2 years on Pi Day (March 14)That means lower emissions, and scarcity ⤵️→ By 2040, supply would be ~1.91 Billion under Ref 1710's model vs ~3.4 Billion under the current 120M/y ...

Core Viewpoint - The inherent scarcity of Bitcoin, due to its capped supply of 21 million coins, is becoming increasingly valuable in the current macroeconomic environment where liquidity is being loosened and public debt is rising [3][4]. Group 1: Scarcity and Supply Dynamics - Bitcoin's protocol ensures a maximum supply of 21 million coins, making it resistant to arbitrary changes in supply [3]. - The upcoming 2024 Bitcoin halving will reduce the block reward for miners from 6.25 to 3.125 bitcoins, limiting new supply to approximately 450 coins per day, which will be the maximum daily issuance going forward [4]. - The accumulation of ancient coins, which are unmoved for over 10 years, is outpacing the rate at which miners can create new coins, contributing to supply tightening [5]. Group 2: Long-term Holder Behavior - Long-term holder supply is near record highs in 2025, indicating a significant number of holders are price-insensitive and prefer to store their coins rather than trade them, leading to higher prices for new buyers [6]. - An average of 566 bitcoins per day is aging into long-term holdings, further tightening supply if these holders continue to retain their coins [5]. Group 3: Institutional Demand and Market Dynamics - New buyers, particularly from U.S. spot exchange-traded funds (ETFs), are emerging, aggregating demand from retirement accounts and financial institutions, which prefer operational simplicity [7]. - Persistent cash inflows into ETFs are leading to a reduction in the number of coins available on exchanges, as more coins are being held in investment vehicles designed for long-term holding [7]. - Bitcoin's largest holders are reluctant to sell, while financial institutions are actively seeking to purchase, creating a supply-demand imbalance [8].

Market Analysis - BlackRock suggests that if every millionaire in the U S requested their financial advisor to purchase 1 Bitcoin, the available supply would be insufficient [1]

Market Dynamics - BlackRock suggests that if every millionaire in the U S sought to acquire 1 Bitcoin, the available supply would be insufficient [1]

Network Architecture - Sui 网络从一开始就被设计为具有通货紧缩特性 [1] - 稀缺性是 Sui 网络架构的内在组成部分，而非后天添加的激励措施 [3] - 许多网络是在事后才增加通货紧缩机制 [1]

Core Argument - If an asset possesses immutable, absolute scarcity due to its monetary policy, its primary function is to serve as a store of value [1] - Perpetual credit expansion and the resulting price inflation represent the central crisis of the 21st century [1] - Bitcoin is positioned as a hedge against this crisis [1]

♾️ ÷ 21M = Bitcoin Infinity DayScarce by design. Limitless in impact. https://t.co/SVfjDWJqi8 ...

Supply crisis incoming.Corporate treasuries, holding $27B in allocated capital, are targeting 5% of total ETH supply.This week, validator exit queues locked 831,056 ETH creating artificial scarcity for corporate deployment.Accumulate before they do. ...

.@allisonschrager is having an existential crisis — because almost everything in the economy whose value is predicated on scarcity is now abundant (via @opinion) https://t.co/MjgdGgtBfd ...

The Bitcoin Stock-to-Flow (S2F) model measures scarcity to estimate $BTC's value.Once praised for its simplicity and accuracy, it no longer holds predictive power. In this article, we explore how it works and its rise and fall.Read the full article 👇https://t.co/IY39iaPYLn ...