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5:1 Demand Ratio, CLARITY Act Vote & the Case for a New Structural Phase
Audio is available on Spreaker — see link below.
Spot ETFs absorbed Bitcoin at five times the mining rate for seven straight weeks — but the supply squeeze alone won't break $100K. This episode unpacks the structural floor, the CLARITY Act markup, and what the next leg actually requires.
Audio is available on Spreaker — see link below.
Bitcoin is being absorbed at five times the rate it's being mined. That's not a price prediction.
Here's the structural detail that matters most. Miners produce roughly four hundred and fifty Bitcoin per day.
The catch is what this setup doesn't guarantee. A five-to-one demand ratio sustains the floor.
That driver might come from Washington. The Senate Banking Committee released a three-hundred-and-nine-page draft of the CLARITY Act on May fourteenth, with a markup vote scheduled.
There's a third element running underneath the price structure. Since February, global risk-off sentiment has been pushing capital into alternative assets alongside gold and oil.
The two things worth watching closely: first, whether ETF inflows hold above two hundred million dollars per week as we move through May. Seven weeks is a streak.
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