Let’s talk about halving numerology. Pairing of the massive demand for BTC (partially due to ETFs) with less mined coins seems like an instant recipe for Bitcoin moon. Until you actually run the numbers, as I’ve done here:

https://juraj.bednar.io/en/blog-en/2024/02/29/halving-numerology-why-not-to-expect-a-halving-supply-shock/