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Bitcoin Breaks $40,000, What Next? | Quinn Thompson

Supply Shock

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Factors driving Bitcoin's recent performance and its relationship with gold

This chapter explores the reasons behind Bitcoin's recent performance and its relationship with gold. It discusses how Bitcoin is influenced by real rates and compares it to gold in terms of flows and the impact of real rates. The chapter also highlights specific events that contributed to a bullish outlook on Bitcoin and mentions the upcoming Bitcoin ETF launch and positive seasonal flows.

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