Bitcoin Scarcity Recalibration Model: A New Era for Crypto
The crypto space is entering uncharted territory, and with it, a need to recalibrate how we view Bitcoin's long-term trajectory. In this video, I share my journey as a Bitcoin analyst, adjusting my perspective in light of groundbreaking macroeconomic shifts, the approval of the Bitcoin ETF in January 2024, and Bitcoin's emergence as a mainstream global narrative.
This discussion introduces the Bitcoin Scarcity Recalibration Model—a framework I'm building to reflect this new era. From Bitcoin flipping gold’s market cap at $900,000 to a potential hyper-bitcoinization catalyst at $500,000 and beyond, we explore how Bitcoin’s scarcity and adoption could drive its value into exponential zones.
I also discuss the critical concept of the ceiling-to-floor flip, where Bitcoin’s historical upper trendline may transform into its foundation for future cycles. Whether it happens this cycle or the next, the trajectory of Bitcoin is changing, and this recalibration aims to capture that evolution.
Watch the video to dive into these ideas and let me know your thoughts as we chart this journey together. If you’re a Substack subscriber, thank you for being part of this early release! 🚀
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