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#1165 Dylan LeClair On Bitcoin, Nostr, Ordinals, Regulation, & The Fed
The Pomp Podcast
The Supply in Elasticity in a Bull Market
I think in hindsight, what I got wrong, at least a little bit locally, as we drew down, was that supply can remain super, super constrained. So 80% of the supply doesn't care. They're pressing Gnostic buyers. It's just like supply set at the margin for any asset. This is an absolutely scarce one. There's just not enough coins to go around. To kick it back to a trillion dollar asset class is going to take a little bit more inflows than we have currently.
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