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Corporate Bitcoin Accumulation vs. Mining Output: A 12,400 to 3,150 Imbalance You Can't Ignore

Corporate Bitcoin Accumulation vs. Mining Output: A 12,400 to 3,150 Imbalance You Can't Ignore

Last week's data reveals a striking disparity: publicly traded companies added 12,400 BTC to their treasuries while miners only produced 3,150 new coins. As a quant analyst tracking blockchain flows, I'll break down what this supply crunch means for Bitcoin's valuation models. Expect cold hard numbers, some dark humor about corporate FOMO, and why your TA indicators might need recalibration.
Research Hub
bitcoin
cryptocurrency analysis
•1 month ago
Bitwise CEO: Bitcoin's Real Rival Isn't Gold, It's US Treasury Bonds – A Data-Driven Perspective

Bitwise CEO: Bitcoin's Real Rival Isn't Gold, It's US Treasury Bonds – A Data-Driven Perspective

As a crypto analyst with a finance background, I dive into Bitwise CEO Hunter Horsley's bold claim that Bitcoin's true competitor isn't gold but US Treasuries. Exploring the data behind this argument, I analyze why institutional investors are increasingly viewing BTC as 'digital gold' and how regulatory clarity is changing the game. Spoiler: volatility might be less scary than you think.
Research Hub
bitcoin
us treasuries
•1 month ago
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