Bitcoin Fixed Supply Scarcity Thesis

Earlier coverage

• U.Today · Published 22 Sep 2026

  Bitcoin (BTC) Halving Progress Hits 61%: What's Next?

  In coverage record: 23 Sep 2026

  “holding above them is what maintains a long-term uptrend”

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• TechBullion · Published 20 Sep 2026

  Binance New Listing Tracker September 2026: U.S. Bitcoin Bill Advances as Pepeto Draws Smart Money

  In coverage record: 21 Sep 2026

  “The biggest holder of BTC in the world just said it will not sell for two decades.”

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• TechBullion · Published 20 Sep 2026

  How Much Will $100 of Bitcoin Be Worth in 2030?

  In coverage record: 21 Sep 2026

  “Bitcoin has a maximum supply of 21 million coins. New issuance also declines over time through the halving process. If demand grows while new supply becomes more limited, scarcity could support higher valuations.”

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• CoinDesk · Published 18 Sep 2026

  XRP on the brink of a golden cross as focus switches to away from bitcoin (BTC): Crypto Daily

  In coverage record: 19 Sep 2026

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• CryptoSlate · Published 17 Sep 2026

  Lawmakers pass bill to freeze federal Bitcoin holdings for two decades

  In coverage record: 18 Sep 2026

  “Section 5 would require Bitcoin deposited in the reserve to remain there for at least 20 years from enactment, regardless of how it was acquired.”

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• CoinGape · Published 16 Sep 2026

  US House to Discuss Steil Amendment and Advance Strategic Bitcoin Reserve Bill Today

  In coverage record: 17 Sep 2026

  “transfer of seized and forfeited BTC to the reserve, locking up Bitcoin for 20 years”

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• CoinGape · Published 16 Sep 2026

  ZEC Price Jumps 10% as Zcash Vote Backs 25-Second Blocks and Bitcoin-Style Halvings

  In coverage record: 17 Sep 2026

  “The decision maintains Zcash's monetary policy to follow Bitcoin's fixed halving structure.”

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• CoinGape · Published 14 Sep 2026

  US House To Hold Strategic Bitcoin Reserve Bill Markup Vote On September 16

  In coverage record: 15 Sep 2026

  “The 20-year minimum holding period on Bitcoin deposited into the reserve would be instituted under H.R. 8957. It was during this time that the assets were not to be sold, swapped, auctioned or otherwise disposed of.”

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• Natural News · Published 12 Sep 2026

  Iran Continues Using Bitcoin to Bypass Sanctions, Central Bank Looks the Other Way, Report Says

  In coverage record: 13 Sep 2026

  “Businesses holding rial-denominated reserves have reportedly converted to bitcoin as a store of value, using the digital asset to preserve purchasing power and facilitate imports that would otherwise be prohibited. The rial has lost approximately 90% of its value since 2018.”

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• Bitcoin Magazine · Published 9 Sep 2026

  Iran Continues Using Bitcoin To Keep Economy Stable

  In coverage record: 10 Sep 2026

  “Iran is continuing to use bitcoin as a way to skirt around sanctions as the country's central bank turns a blind eye, according to reports. Iran has been sanctioned for decades, and a sharp escalation beginning in late 2025 — UN snapback, EU measures and expanded U.S. energy sanctions — was compounded by war with the U.S. and Israel starting in February 2026 and a naval blockade that has cut oil exports by more than 80%.”

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• Bitcoin Magazine · Published 8 Sep 2026

  Capital B Buys 376 Bitcoins In Its Biggest Purchase Of 2026

  In coverage record: 9 Sep 2026

  “Capital B says on its website that it wants to eventually hold 210,000 bitcoins. 'Our objective is simple: accumulate 1% of Bitcoin's total supply by 2033,' it reads.”

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• Fortune · Published 4 Sep 2026

  Bitcoin is trading like ‘amplified gold’ again, but its four-year cycle threatens more losses

  In coverage record: 5 Sep 2026

  “the cryptocurrency's recent upswing comes as investors have treated it more as a store of value than a risky tech stock... 'When things get serious and macro forces are strong, investors are discriminating less and less between bitcoin and gold as they navigate rising currency debasement risks,' Dragosch wrote in the note. 'In those scenarios, bitcoin has recently started to look like an amplified version of gold.'”

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• CryptoSlate · Published 27 Aug 2026

  Bitcoin and gold ETFs just pulled a record $7 billion inflow in 5 days

  In coverage record: 28 Aug 2026

  “Bernstein said Bitcoin is particularly well positioned because of its fixed issuance, wider institutional and retail access, and a holder base that has historically absorbed severe drawdowns.”

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• Crypto News · Published 26 Aug 2026

  US government moves Bitcoin seized from Alameda

  In coverage record: 27 Aug 2026

  “Under the order, Bitcoin deposited into the reserve cannot be sold and must remain a U.S. reserve asset. The White House order does not place every seized coin under an absolute ban on disposal.”

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• Washington Examiner · Published 25 Aug 2026

  Gold and bitcoin rise on fears about US debt

  In coverage record: 26 Aug 2026

  “"It's inflation concerns, concerns about the debt — when people are worried about how much value, or whether a fiat currency is losing value, they'll gravitate both to things where there is a fixed supply and you can't inflate like gold and like cryptocurrencies," Berlau told the Washington Examiner.”

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• TechBullion · Published 24 Aug 2026

  Crypto News Erupts as Shorts Lose Billions and Pepeto Races Toward Binance

  In coverage record: 25 Aug 2026

  “Cathie Wood of ARK Invest still calls for $1.5 million long term, citing the 21 million fixed supply, deepening institutional adoption, and the shallowest bear market of any four year cycle on record.”

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• U.Today · Published 15 Aug 2026

  Binance's CZ Hints Bitcoin's Supply Is Even Lower Than Expected

  In coverage record: 16 Aug 2026

  “CZ mentioned that the tokens available to the market could be less than this figure, suggesting that Bitcoin is even more scarce than is often claimed. He further estimated that 10% to 20% of the available Bitcoin supply may be lost, stuck, or permanently unrecoverable due to various factors.”

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• TechBullion · Published 15 Aug 2026

  BTC Math and $BULLSKI

  In coverage record: 16 Aug 2026

  “Supply is the part nobody argues about. Bitcoin stops at 21 million coins, and roughly 20.1 million already exist. Fewer than one million remain, spread across the next century. So 2030 is not a question about how many coins arrive. It asks how many buyers show up for a supply that barely grows.”

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• CoinGape · Published 15 Aug 2026

  Binance Founder CZ Says Millionaires May Struggle to Afford 1 Bitcoin, Here's Why

  In coverage record: 16 Aug 2026

  “CZ estimated that 10% to 20% of existing Bitcoin may be lost, stuck, or permanently inaccessible. Trader Quinten Francois noted that the United States has around 23.6 million millionaires, arguing that there are not enough BTCs for every millionaire to hold one.”

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• U.Today · Published 13 Aug 2026

  659 Days Left: Bitcoin Cools to $63,649 as New Halving Cycle Takes Shape

  In coverage record: 14 Aug 2026

  “At the next halving, the block reward will fall from the current 3.125 BTC to 1.5625 BTC, making the asset even scarcer.”

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• Crypto News · Published 6 Aug 2026

  What is a Bitcoin strategic reserve? BTC holdings

  In coverage record: 7 Aug 2026

  “Bitcoin has a fixed supply cap of 21 million coins, enforced by code that no single entity controls. For governments concerned about long-term purchasing power preservation, an asset with a mathematically fixed supply offers a guarantee that no fiat currency or commodity can match.”

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• Benzinga · Published 2 Aug 2026

  Weekend Round-Up: Bitcoin's Potential Rebound, Saylor's Rescue Plan For STRC and Dalio's Bitcoin Investme

  In coverage record: 3 Aug 2026

  “Bitcoin is showing early signs of separating from equities, according to Ophelia Snyder, co-founder of 21Shares.”

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• U.Today · Published 24 Jul 2026

  Bitcoin's LTH Accumulation Hits Six

  In coverage record: 25 Jul 2026

  “While such strong accumulation typically reduces the amount of Bitcoin available for sale, it drives a potential rally in the price of the asset, suggesting that Bitcoin may be set for a further rally to $70,000 if the buying persists.”

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• Bitcoin Magazine · Published 20 Jul 2026

  New Onramp Report Makes The Case For Spot Bitcoin Over Paper Claims As Price Sits At Half Its Peak

  In coverage record: 21 Jul 2026

  “The report frames scarcity as the source of monetary integrity, and it casts bitcoin's 21 million cap as a limit that any participant can verify rather than one that rests on trust.”

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• Crypto News · Published 20 Jul 2026

  CZ challenges AI hype with Bitcoin’s fixed-supply inflation shield

  In coverage record: 21 Jul 2026

  “Bitcoin gives holders access to an asset whose supply cannot be expanded... Bitcoin's protocol limits the total number of coins to 21 million, preventing any company or government from increasing its supply.”

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• CryptoSlate · Published 19 Jul 2026

  Bitcoin sellers are tiring but weak demand leaves an 18% fall to $52,900 in play

  In coverage record: 20 Jul 2026

  “A brief move above the line would carry less weight than spot-driven buying that holds Bitcoin above the average entry of recent buyers. Such a move would convert a source of overhead supply into potential support and materially weaken the near-term downside case.”

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• Crypto News · Published 18 Jul 2026

  Did L2s break Ethereum's ultrasound money?

  In coverage record: 19 Jul 2026

  “Bitcoin's rigidity, often criticized as inflexible, turned out to be the thing that made its monetary promise keepable. Ethereum's flexibility, often praised as sophisticated, turned out to be the thing that made its monetary promise conditional.”

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• Crypto News · Published 18 Jul 2026

  Michael Saylor says corporations hold the key to Bitcoin’s global rise

  In coverage record: 19 Jul 2026

  “Changpeng Zhao has drawn a distinction between the two investment themes, presenting Bitcoin as monetary protection rather than a rival technology to AI. 'AI is great, but it does not protect you against inflation. Bitcoin does.'”

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• Benzinga · Published 17 Jul 2026

  Grant Cardone Adds 10.5 Bitcoin From July Rental Cash Flow, Now Sits on 2,700 BTC Stash

  In coverage record: 18 Jul 2026

  “Despite the fact BTC has not performed well this year, it is just a matter of time. Bitcoin author Adam Livingston also praised the latest purchase, calling it a capital allocation decision that is going to pay off extremely well.”

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• Crypto News · Published 16 Jul 2026

  CZ challenges Wall Street’s $700B AI bet with Bitcoin inflation claim

  In coverage record: 17 Jul 2026

  “CZ presented the difference between the two investment themes in a single line: 'AI is great, but it does not protect you against inflation. Bitcoin does.' Bitcoin supporters view the asset's limited supply as protection against the loss of purchasing power caused by monetary expansion.”

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• Barchart · Published 14 Jul 2026

  Eric Trump-Linked American Bitcoin Slides After Reverse Stock Split. A Comeback Hinges on a Crypto Rebound.

  In coverage record: 15 Jul 2026

  “American Bitcoin has remained firmly committed to its original strategy...bet that accumulating the asset during a downturn will create greater long-term value than redeploying capital elsewhere. American Bitcoin's executives have argued that Bitcoin itself will ultimately generate the strongest returns and that accumulating it during downturns will create more value than deploying capital elsewhere.”

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• Benzinga · Published 10 Jul 2026

  Bitcoin, Ethereum, XRP Got Clobbered in Q2: Here's What Will Decide Their Fate in Q3

  In coverage record: 11 Jul 2026

  “Since spot ETFs launched in January 2024, U.S. spot ETFs and public companies purchased 1,546,195 BTC combined against only 455,416 BTC newly mined over the same period.”

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• U.Today · Published 5 Jul 2026

  'Nothing to Relate It To': Satoshi Nakamoto's 16

  In coverage record: 6 Jul 2026

  “Capital inflows are now calculated directly against the hard limit of 21 million coins... long-term value is judged by the issuance schedule embedded in the code — one that cannot be changed for the benefit of regulators.”

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• Crypto Breaking News · Published 22 Jun 2026

  Bitcoin Holds Above $63K Weekly Close as RSI Divergence Signals Possible Bottom

  In coverage record: 23 Jun 2026

  “Long-term holder (LTH) realized supply has recently reached 12.42 million BTC, a level associated with supply maturation and coins moving into stronger hands. At the same time, the source highlights that a Bitcoin sales pressure metric has stayed inactive for 1,256 consecutive days—described as the longest stretch on record.”

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• Benzinga · Published 22 Jun 2026

  Bitcoin, Ethereum, XRP, Dogecoin Trade Sideways On Low-Volatility Monday

  In coverage record: 23 Jun 2026

  “The share of Bitcoin held for more than five years has reached a new high, signaling that long-term holders continue to accumulate and are reluctant to sell. The analyst views this as a bullish sign, as strong hands are absorbing supply from weaker participants, reducing available Bitcoin and potentially setting the stage for higher prices if demand increases.”

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• U.Today · Published 21 Jun 2026

  Scaramucci: 5 Reasons Why I'm Still Long BTC

  In coverage record: 22 Jun 2026

  “The infrastructural developments achieved recently are here to stay. 'The institutional rails built since '24 don't disappear because price fell,' Scaramucci stated. 'That floor is permanent.'”

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• International Business Times · Published 21 Jun 2026

  Why Trillionaire Elon Musk Believes Only Bitcoin Can Survive the Coming AI Collapse

  In coverage record: 22 Jun 2026

  “Unlike government-backed currencies, Bitcoin has a fixed supply, which supporters argue makes it attractive in periods when they fear excessive money creation. That argument has become increasingly relevant as technology leaders debate how AI-driven growth will affect the economy.”

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• TechStartups.com · Published 19 Jun 2026

  GoMining launches GoBTC Pay SDK and API to bring Bitcoin payments to real

  In coverage record: 20 Jun 2026

  “We believe Bitcoin's next chapter will be defined by how people use it, in addition to how many people own it. The launch follows GoMining's introduction of GoBTC Pay at Consensus Miami and signals a broader effort to build an ecosystem around Bitcoin-based commerce rather than speculative trading alone.”

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• Benzinga · Published 19 Jun 2026

  DOGE Has No Supply Cap While Bitcoin Has 21 Million: Which Model Wins?

  In coverage record: 20 Jun 2026

  “Bitcoin does not face this. Ethereum (CRYPTO: ETH) can actually run deflationary during high-activity periods through its fee-burning mechanism. DOGE has no burn mechanism and no halving schedule. That is the core mathematical disadvantage for anyone holding DOGE as a speculative investment.”

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• CoinGape · Published 13 Jun 2026

  Strategy CEO Reveals The Only Condition That Could 'Force' Selling More Bitcoin

  In coverage record: 14 Jun 2026

  “According to Le, the company still aims to grow its Bitcoin per share values in the long term, despite some fluctuations in the short term.”

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• Decrypt · Published 8 Jun 2026

  Hungry Retail Investors, But Bernstein Still Sees $150K This Year

  In coverage record: 9 Jun 2026

  “We believe this maturation phase of Bitcoin is less appreciated, and the criticism has largely come from its lack of retail momentum—which may not be a bad thing considering retail has crowded into AI.”

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• Crypto News · Published 3 Jun 2026

  Cathie Wood's $1.5M Bitcoin call triggers fresh gold vs crypto debate

  In coverage record: 4 Jun 2026

  “Wood argued that the cryptocurrency’s long-term uptrend remains intact despite periodic corrections and described Bitcoin as a form of protection against currency debasement.”

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• Gizmodo · Published 28 May 2026

  Why Would Someone Publicly Burn $8 Million Worth of Bitcoin? Theories Are Flying

  In coverage record: 29 May 2026

  “Some observers joked that the sender had performed an unintended service for every other bitcoin holder by permanently shrinking the circulating supply and, in theory, supporting the asset’s scarcity.”

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• CoinDesk · Published 23 May 2026

  BTC set to outperform after long, difficult stretch versus traditional assets

  In coverage record: 24 May 2026

  “Connors said, adding that bitcoin could continue outperforming both equities and fixed income 'as we grind through the straits of poor news and oil persistently being high.'”

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• CryptoSlate · Published 22 May 2026

  Mark Cuban’s Bitcoin sale tests the gap between a failed hedge and a surviving monetary bet

  In coverage record: 23 May 2026

  “Bitcoin survives the critique by operating as a scarce, borderless, permissionless monetary network that gains value as more institutions and sovereigns want an asset outside traditional finance.”

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• Bitcoin Magazine · Published 22 May 2026

  A Freshman Congressman From Nashville Wants To Make The National Bitcoin Reserve Permanent

  In coverage record: 23 May 2026

  “Bitcoin’s fixed supply and its appreciation over time, in his view, give the United States a tool that gold certificates and traditional reserves cannot match.”

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• Benzinga · Published 21 May 2026

  If Michael Saylor Would Pay Any Price For Bitcoin, Why Do People Keep Selling At $77,000?

  In coverage record: 22 May 2026

  “The supply shock is really inevitable.”

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• Fortune · Published 15 May 2026

  Current price of Bitcoin for May 15, 2026

  In coverage record: 16 May 2026

  “As more companies start accepting Bitcoin as a payment method, its price may get a further boost.”

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• The Economic Times · Published 12 May 2026

  Is the biggest US stock market crash in history coming in 2026? Robert Kiyosaki warns rising debt, sticky inflation and the AI stock bubble could trigger a historic Wall Street collapse

  In coverage record: 12 May 2026

  “He believes market crashes create rare opportunities to buy valuable assets at discounted prices, which is why he continues accumulating Bitcoin during sharp declines.”

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• CoinGape · Published 11 May 2026

  What Moves Bitcoin’s Price? Supply, Demand, and Market Psychology

  In coverage record: 11 May 2026

  “When the next halving arrives, the supply pressure will rise again, driving the BTC price.”

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• Benzinga · Published 6 May 2026

  This Cryptocurrency's 700-Day Clock Is Ticking and History Says It Points to $160,000

  In coverage record: 6 May 2026

  “As more money enters the system, scarce assets tend to attract attention, true for hard assets like gold and silver, and I believe it applies equally to Bitcoin as a digital asset.”

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• The Tribune · Published 21 Apr 2026

  Analytics Insight's New Release is the 'Cryptocurrency' Textbook the Internet Never Had

  In coverage record: 21 Apr 2026

  “The Scarcity Factor: Bitcoin has a limit of 21 million coins. This rule is set in code, and no one can change it.”

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• U.Today · Published 6 Apr 2026

  Winklevoss: $22.7 Trillion Fiat Expansion Is Massive Bitcoin Ad

  In coverage record: 6 Apr 2026

  “By expanding the M2 supply, the Fed effectively dilutes the purchasing power of the existing dollars in circulation. Therefore, every time the government prints trillions of new dollars, it 'advertises' the need for a fixed-supply asset amid growing inflation concerns.”

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• The Hindu Business Line · Published 14 Mar 2026

  Bitcoin nears zone where past bear markets have bottomed out

  In coverage record: 14 Mar 2026

  “Still, Munster says Bitcoin offers a more asymmetric opportunity to the upside than the downside — and that trying to time the final few percentage points of a decline usually means missing the broader move.”

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• TechBullion · Published 13 Mar 2026

  Best Crypto Presale: Bitcoin Approaches Mining of Its 20 Millionth Coin With Only 1 Million Left as Pepeto’s 267x Exchange Presale Earns From the Scarcity Trade

  In coverage record: 13 Mar 2026

  “Institutional demand for shrinking BTC supply means the scarcity trade generates permanent volume that PepetoSwap captures.”

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• Fortune · Published 10 Mar 2026

  Bitcoin has mined 20 million coins: why the last of the remaining 1 million won’t arrive until 2140

  In coverage record: 10 Mar 2026

  “But long term, scarcity plus predictable policy is a powerful combination. Over time, markets tend to reward systems people can trust.”

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