The supply of HAR is diminishing and we have to talk about this because this could potentially lead to a supply shock. Now the supply shock is not going to happen tomorrow or next week but it will happen over time especially as more and more supply is taken off of exchanges and we have to address this. we have to talk about it and we definitely will in this video.But let's first start off with the price chart because we are just in this extended wedge at this point and we're just waiting for something to ha ...

Supply Dynamics - Bitcoin halving reduces daily emissions by 50% from 7,200 to 3,600 in 40 days [1] - Grayscale launches ETFs and increases stakes, competing for half the available supply [1] - Supply shock math is significant when institutions require allocation [1] Token & Integration - Subnet tokens are getting CEX listings [1] - Polymarket integrations are underway [1] - Quantum processor connections are being established [1]

Core Viewpoint - The Federal Reserve's current monetary policy is considered too restrictive, with a neutral rate that is believed to be significantly lower than the current policy stance [1][2][14]. Group 1: Monetary Policy and Economic Outlook - The argument for maintaining a less restrictive policy is based on a more optimistic view of inflation compared to other committee members, suggesting that prolonged restrictive policies could lead to an economic downturn [2][16]. - The concept of "passive tightening" is introduced, indicating that as neutral rates shift, the existing policy can become tighter without any active changes [14][15]. - The discussion highlights that financial market conditions may appear easier, but this does not necessarily reflect the true stance of monetary policy, as various factors influence market dynamics [4][7][8]. Group 2: Financial Conditions and Market Dynamics - Financial conditions affecting housing and private credit markets are noted to be tighter, contrasting with the perception of easier conditions in stock markets [8][31]. - The impact of alternative data on the labor market is acknowledged, suggesting that it indicates a decline in demand, which aligns with the view that current policy is too tight [28][30]. - Concerns are raised about the potential for unrecognized distress in private markets, which could signal broader issues related to the restrictive stance of monetary policy [31][33].

france proposing 420k btc reserve. that's 6% of all liquid bitcoin supply. they're not buying it, they're mining it with 56 nuclear reactors through mara/exaion partnership. former engie ceo already bridging edf infrastructure to btc operations. when sovereign nations start printing bitcoin with nuclear power instead of buying spot, the supply shock hits different ...

aave locks 4.2 million eth as collateral. all eth etfs combined hold 3.1 million. defi protocols control 35% more eth supply than tradfi etfs yet traders price eth based on grayscale outflows. $14.7b in eth/steth frozen in aave lending pools at 82% market dominance. supply shock building in plain sight. ...

bitmine holds 2.7% of all eth supply and targets 5%. that's another 3 million eth they need to buy. $13b at current prices. they accumulated 379,271 eth during the october crash at $3,935 average through falconx otc desks. no market impact, just supply disappearing. eth exchange reserves at 3-year lows and this entity needs to double their position. supply shocks hit harder than demand rallies ...

Over the weekend, Ethereum survived the single largest liquidation event in crypto history. A staggering liquidation cascade sent ETH plummeting to as low as $3,600. And while it has since clawed its way back above $4,000, the damage was done. The event has left many investors asking, "Is the bull run over for ETH. Are there any catalysts left that could possibly push ETH back to its all-time high, let alone past it. Today, we are going to do a full comprehensive breakdown.We'll cover what caused this histo ...

zcash shielded pool hit 37% of total supply. 30,000 zec locked during the 320% pump instead of sold. privacy users don't trade they shield and hold. every zec entering the shielded pool is effectively removed from circulating supply forever. zec at $262 with accelerating supply shock mechanics ...

Supply Dynamics - Bitcoin exchange balance hits a 7-year low, indicating a potential supply shock [1]

Core Insights - Ethereum is experiencing significant bearish sentiment, with a 13% decline in value over the past week, dropping below the critical $4,000 level [1] - The long/short ratio for ETH has fallen to 0.95, indicating a predominance of traders betting against its recovery [2][3] - Institutional investors are pulling back, with net outflows from spot ETH ETFs totaling $217 million this week, further weakening support for the asset [4][5] Price Levels - ETH is currently trading at $3,981, just above a support level at $3,875; a breach of this level could lead to a further decline to $3,626 [6] - If demand returns, there is potential for ETH to rise to $4,211 [7]