Halving is coming soon! What impact will it have on us?

(Summarize carefully and read it carefully. It can improve your cognition even if it is useless)

1. Prevent the impact of black swans and geopolitical conflicts. Under such a background, the market performance after halving:

There are less than two days before the BTC halving. I feel that the impact of the BTC halving on the market is already insignificant, because various expectations before the halving have been released. The last round of halving was a halving from 12.5 to 6.25. The last round of BTC halving was a halving from 25 to 12.5. This halving is a halving from 6.25 to 3.13. Because the block reward is too small, it has almost no impact on the supply and demand relationship.

2. The impact of halving on miners and the impact on the ecology:

This halving has the greatest impact on miners, because their main income comes from Bitcoin obtained from mining. According to data, the total income of Bitcoin miners last year reached 15 billion US dollars, equivalent to one-third of the total amount of the blockchain industry. After halving, the block reward of miners will be reduced by 50% overnight. This means that if miners do not take measures, their income will also be cut in half.

3. What new narrative will there be after this round of halving:

In the past year, Bitcoin futures ETF products have been launched in the United States and approved by regulators. Such products can participate in its price trends through financial derivatives without actually holding Bitcoin. This also opens the door for conservative institutional investors to participate. Data shows that in the first few trading days, more than $1.5 billion of funds have flowed into the Bitcoin market through these ETF products. This is equivalent to the sum of miners' selling pressure within 3 months after the halving.

Recently, we have mainly done interactions with Zksync, Linea, and LO. Later, we will consider doing interactions with Base, Fuel, Scroll, and Barachain. We will adhere to on-chain interactions for a long time. There will be airdrops of cryptocurrencies every once in a while. If we continue to sell tokens obtained at a low cost, we will have good cash flow, and we don’t need to do too many swings. We can get income from the incremental market instead of zero-sum games.

The focus of the second half of the year is, 1. Seeking exit opportunities in the next year and reducing spot positions in batches; 2. Occasionally, we can participate in the alpha explosive sectors in a timely manner.

#btc#减半