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Hello Team,

I've refined our analysis on the format to make it clearer. 

Essentially, if the current rate of money flow into these 90 ETFs continues, ie 100% of flow, we're looking at these target prices. 

I took it down to 25% to be ultra conservative and that still yields a price of 173K. 

It might seem surprising, but keep in mind, these figures are conservative. They don't even factor in the key Variable, ie the Halving,  which will significantly boost our multiplier from 59 to potentially 120. 

I promise to stay on top of this as I personally find it fascinating. 

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Anonymous

James- I've recreated your spreadsheet and added variables that can be toggled. For example, your assumption of only 15M BTC left in circulation can be increased to anywhere up to $21M to be more conservative. Similarly, the multiplier can be toggled down to be more conservative. Even with 20M BTC assumed to be in circulation and a multiplier of only 40 and inflows of only $125M/day, the worst BEAR CASE is $115K BTC, which isn't too far below your target of $123K if I recall.

Anonymous

James thank you for all this great information. The big question for me is…….., Is Solana or Bitcoin the faster horse this next year ????? I/we would be curious your thoughts on this. The ETF changed all the dynamics….

Anonymous

When is SOL gonna pump??

Anonymous

If btc does 3x then Sol will do at leat 6x