Bakit Ang Bitcoin Halving Ay Parang Solstice?
Ang Alchemist’s Ledger
Nakatapat ako sa aking desk sa Brooklyn, nakikita kong paano nagmumula ang mga chart tulad ng liwan sa gabi. Hindi lang ito digital gold—ito ay modernong alchemy. Ang mga kumpanya tulad ng Strategy ay naglabas ng convertible bonds na may 0% interest, at naging equity kapag umabot ang BTC sa \(108K. Ang market cap ay tumaas hanggang \)10.9B, habang ang BTC holdings nila ay halos $6.3B—isang 73% premium mula sa mga investor.
Ang Silent Architecture
Hindi ito tungkol sa hype. Ito ay structured: STRF (10% cumulative), STRK (8%), STRD (non-cumulative). Bawat series ay iba’t klase ng insurance laban sa chaos. Ang cumulative preferred shares ay nagpapalit ng redemption; ang non-cumulative naman ay nagtatalo sa volatility—at nananatili kapag sumisigaw ang musika.
Tututupin Ang Musika
Ibinili ni Grayscale ang GBTC sa 50% over NAV hanggang lahat ay gawa rin—tapos bumaba ito sa 20% baba. Ulit-ulitin ang cycle: kapag madali na ang access, nawawala ang arbitrage. Ngayon, bagong SPACs tulad ng Upexi at SharpLink ay naglalabas ng shares na may 54% premium para bilhin ang ETH o SOL—but hindi sila bumibili ng crypto; sila’y bumibili ng oras.
Bakit Hayaan Lang BTC?
Bakit babayaran ng middleman ang 73% premium kung pwedeng maglong? Dahil hindi makakakuha nang direkta ng BTC ang mga institusyon—kailangan nila ng custody layers, legal wrappers, at regulatory backdoors. Hindi debt ang convertible bonds; ito’y pahintulog para makapasok sa bukas na sistema.
Magsasalita Ang Quiet Oracle
Hindi ako naghahanap ng trend. Ginagawa ko lamang pattern: bawat premium ay pansamantala lamang bago manalo ang transparency. Kapag nahalve noong una, binagoan din ba ‘yung market—not dahil sa adopsiyon, kundi dahil tiyak na rumaan architecture.
CryptoSage77
Mainit na komento (4)
বিটকয়েন হ্যালভিং-এর সময় আসলেই কি মজা? আমার পুরোনোটিশের ‘ক্যান্ডললাইট’-এর চারপাশেই BTC-এর গণ্ডি!
আগে ‘STRF’-এর 10% cummulative—এখন ‘UPEXI’-এর 54% premium-এ!
গোটা-টা BTC mining kore na… হ্যাঁলভিং” -ওয়ে “চাল” करছে।
তোমা! “অপশন”-এই “বদল”?
কখনও BTC buy? হ্যাঁ, but only if you bring your dhoti and tiffin along.
#DeFiEater #BTCoracle
บิตคอย์หั่นนิ่งครั้งนี้… ไม่ใช่แค่ลดราคา แต่มันคือการสวดมนต์ให้เหรียญหายไป! เหมือนพ่อแม่วัดที่สวดอธิษฐานให้ BTC กลายเป็นทองคำดิจิตอล แต่พอถึง $108K มันกลับกลายเป็น “เงินเชื่อ” แทน! คนซื้อไม่ได้ BTC… เขาซื้อเวลาและสมาธิ! เฮ้อ… เหรียญหายไปไหน? มาดูชาร์ตก่อนนอนเถอะ!
ใครมีที่นั่งเมื่อเพลงหยุด? 🤔
¿Por qué pagar un 73% de prima cuando puedes simplemente comprar tiempo? En Barcelona, hasta el solsticio de Bitcoin se siente como una cerveza fría en un bar de Gràcia… ¡La próxima halving no es sobre precio, es sobre quién sigue sentado mientras la música se calla! ¿Tú tienes asiento o solo estás mirando las gráficas como si fueras un NFT con tapas? Comenta: ¿tú compras BTC o compras la paz?
