With the bitcoin halving top of mind this week, we wanted to share a brief note summarizing our current...The halving is upon us....BTC’s price usually runs up into the halving — like we’ve seen this cycle — and then takes a breather...for a few weeks after.The halving also comes at a time when risk markets face a handful of potential...

...much-needed rebound in miner profitability, but the underlying dynamics still reflect a fragile post-halving...

...mining equipment), and all else equal, your revenues decline by 50% every 4 years with each Bitcoin halving...

Has one mint per block and the halving schedule already mirrors Bitcoin.

At the time, we were just over 3 months out from the next Bitcoin halving....For those interested, a few recent reports discussing this dynamic include High off the Halving, and...

We noted favorable liquidity conditions, the launch of spot BTC ETFs, and hype around the Bitcoin Halving...Year Ahead report: All these potential near term catalysts (liquidity expansion, ETF launch, Bitcoin halving...

Timestamps: 0:55 – Bitcoin Halving 18:20 – Ethena 45:35 – Modular Lending 55:15 – Eigen Yields...

It was the Bitcoin halving.

The halving occurs, and BTC accelerates towards new all-time highs as interest grows....BTC had already blasted through prior cycle highs well before the 2024 Halving in April, which was largely...

Bitcoin’s resurgence is driven by several factors, including the recent Bitcoin ETFs, the anticipated halving...Runes go live on mainnet at block 840,000 (halving block, expected sometime around in 20 April)....As of February 27, 2024: There are ~7,700 blocks left until the halving....The launch of Runes at the Bitcoin halving in April will be a key event to watch for.

Halving (next in late April) Approx. every 4 years / 210,000 blocks The amount of Bitcoin mined with...Epic Sat: First sat after each halving. ...Conjunction Approx. every 24 years Every 6 halvings the difficulty adjustment and halving event occur...Bitcoin Halving: The Bitcoin halving is a pivotal mechanism built into Bitcoin’s core design.

Since the last halving Bitcoin has only generated on average about 50 BTC per day in fees – 1/9th of...what miners will lose in the Halving....In a very real way, the Halving will cut miner revenue in half....Interestingly, the Halving makes inscriptions even more critical for Bitcoin’s long-term success.

ETFs, the Halving, Ordinals, Inscriptions, and Runes are making all the waves.

With looming narratives such as the upcoming ETH ETF and the bitcoin halving (remember this is the first...

We’re also ~110 days out from Bitcoin’s next halving (April 2024)....The Bitcoin halving in early April gives price another boost as BTC tends to run up in the weeks leading...All these potential near term catalysts (liquidity expansion, ETF launch, Bitcoin halving) could lose...

...year for the broader crypto market, including a Bitcoin spot ETF approval and the upcoming Bitcoin halving...Ordinals will flourish as we head into the halving and renewed interest in Bitcoin.

Notably, we’re now ~150 days out from Bitcoin’s next halving....Returns were lackluster in the 6-8 weeks immediately after the Halving.

...doing the math this morning, and so the nominal inflation rate for the next year until the until the halving...

The July 2016 Halving occurred ~18 months after BTC bottomed (Jan. 2015) and ~7 months before BTC reached...The May 2020 Halving occurred ~18 months after BTC bottomed (Dec. 2018) and ~7 months before BTC reached...The April 2024 Halving will also occur ~18 months after BTC bottomed (Nov. 2022).

Many expect BTC to perform well in 2024, especially given the halving.