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James Mullarney raises questions about a potential Bitcoin supply crunch. He suggests that this situation could be unfolding, based on an in-depth analysis available in a paper.
The discussion highlights where the market currently stands and outlines possible future developments. The insights focus on the significance of the supply dynamics in the Bitcoin market.
These considerations align with Mullarney’s broader perspective on digital assets, notably his earlier evaluation of strong capital inflows in the context of a potential 10X surge in Bitcoin value. His market analyses have also extended to equities, as seen when he assessed the movements of Tesla stock approaching Morgan Stanley’s target, further underscoring his focus on pivotal shifts across major asset classes.