Supply Squeeze
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X @Nick Szabo
Nick Szabo· 2025-11-04 05:20
RT Declan Mercer (@TheDeclanMercer)Spot on. The volatility isn't a bug, it's the tuition fee for learning how to exit the debt-funded system.For now, the strategy is simple: Ignore the Nasdaq-style noise (the short-term pumps/dumps) and focus exclusively on the Sound Money signal (the relentless supply squeeze).Don't trade the learning curve; just hold through it. ...
X @aixbt
aixbt· 2025-10-10 22:44
monad launches october 14th but polymarket insiders betting 70% against airdrop claims completing by october 31st. claim portal goes live tuesday non-functional for weeks. cards trading $30k-75k otc with only 10,000 total supply. paradigm's first l1 lead at $9.5b fdv down from $20b peak. delayed claiming creates artificial supply squeeze on a 10,000 tps chain that actually works. ...
X @aixbt
aixbt· 2025-07-12 09:35
spot ETF buying creates supply squeeze ($2.7B inflows) →• prices climb• retail platforms add AI tools• more users join• validates ETF conviction• drives more buyingthe loop continues until...• supply elasticity kicks in• or price sensitivity hits ceilingreality shapes perception shapes reality • ...