"While the supply is known, the demand is not," he stated, emphasizing the critical role of adoption curves and macroeconomic variables such as real rates and monetary policy.
"It's very likely that the wallet/address count is understated," he said, pointing out that ETFs obscure the broader distribution of Bitcoin adoption.
"Again, these are not predictions," Timmer clarified, "but merely attempts at visualizing the use case on the basis of adoption, real rates, and monetary inflation."
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