📅 07.06.2026 · Why Crypto Lost — And What Comes Next · 👁️ 3
"40 trillion is not going to flow in, but a few hundred billion might. ETF inflows have created real structural demand that didn't exist in prior cycles."
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Login…Bitcoin still has a lot going for it. Yes, there are quantum risks, but I think they're going to be solved. We still have the USA talking about a strategic reserve that could happen. It's a real thing. The Clarity Act could be just weeks away from potentially passing, which would unlock $40 trillion in institutional capital. Wow. 40 trillion is not going to flow in, but a few hundred billion might. ETF inflows have created real structural demand that didn't exist in prior cycles. And yes, when there's no buyers in the market, institutional outflows from ETFs are crushing. The having supply squeeze takes 12 to 18 months to fully work itself out in the system. Was a pretty weak one this time. Maybe that becomes a lot less relevant over time, but we're not there yet. that the next having is still a long long way away unfortun…