$BTC Supercycle Thesis (Speculative, NFA)
• Post-halving supply ≈ 450 BTC/day
• ETFs absorb multiples of that
• Weak hands already flushed
• Liquidity cycle turning up
• Retail still absent
Not a straight line up...but a structural shift.
In a supercycle, waiting for the “perfect dip”
is often the real risk.
