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Stratechery by Ben Thompson:
An Interview with Michael Morton About E-Commerce in the Age of AI
Darkfost / @Darkfost_Coc:
📈 During this decline, large investors, those holding more than 1 BTC, are taking advantage of the dip to continue accumulating.
The supply held by this cohort has just reached a new all-time high, surpassing 16.8 million BTC.
It continues to grow, and one can’t help but think this may reflect the ongoing institutionalization of BTC over time.
💡 In this scenario, it’s worth noting that the outlook is fairly long-term.
On the retail side, accumulation appears to be resuming, albeit more c...
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