Great breakdown of the Bitcoin supercycle framework—love how you frame it as a multi-phase journey rather than a single bull run. Viewing price action through the lens of accumulation, awareness, euphoria, and distribution really captures the psychological cycles driving crypto markets. Curious how you see macro factors like institutional adoption and regulatory shifts influencing the timing and duration of each phase moving forward. Thanks for sharing such a clear roadmap!
Also - the national #s are way off! NSA owns at least 5M coin. That's why Bessent/Lutnick missed deadline for reporting US ownership 3x, then finally didn't disclose.
Peter Wayner's 1986 Princeton thesis, Theory of Queue Automatons, forms the basis for p2P e-Cash paper. Poisson equation on pg 7, or the Intelligent Middle Motor as it were (in Japanese, the Satoshi Nakamoto) is Queue theory's most basic model MM1. So PeterWayner-NSA-BItcoin (pre-quantum) is certainly not worth anything close to $100k. It uses 25-year old, publicly broken encryption. It's fraudulent, and requires clear SEC disclosure and risk statements by all companies involved. Thanks all info public, a priori: safeintelligentsoundpqe.substack.com
Very interesting. Thanks
Glad you liked it
Great breakdown of the Bitcoin supercycle framework—love how you frame it as a multi-phase journey rather than a single bull run. Viewing price action through the lens of accumulation, awareness, euphoria, and distribution really captures the psychological cycles driving crypto markets. Curious how you see macro factors like institutional adoption and regulatory shifts influencing the timing and duration of each phase moving forward. Thanks for sharing such a clear roadmap!
Also - the national #s are way off! NSA owns at least 5M coin. That's why Bessent/Lutnick missed deadline for reporting US ownership 3x, then finally didn't disclose.
Peter Wayner's 1986 Princeton thesis, Theory of Queue Automatons, forms the basis for p2P e-Cash paper. Poisson equation on pg 7, or the Intelligent Middle Motor as it were (in Japanese, the Satoshi Nakamoto) is Queue theory's most basic model MM1. So PeterWayner-NSA-BItcoin (pre-quantum) is certainly not worth anything close to $100k. It uses 25-year old, publicly broken encryption. It's fraudulent, and requires clear SEC disclosure and risk statements by all companies involved. Thanks all info public, a priori: safeintelligentsoundpqe.substack.com