ETF flows and global liquidity now drive Bitcoin’s price dynamics

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	Forwarded this email? Subscribe here for more From Halving to Liquidity: Bitcoin’s New Market Cycle ETF flows and global liquidity now drive Bitcoin’s price dynamics Ecoinometrics Aug 18 ∙ Preview   READ IN APP   Long-term Bitcoin investors are used to analyzing the market through the lens of halving cycles. Every four years, the reward for mining new blocks is cut in half, and this event has been seen as the driver of Bitcoin’s bull and bear phases. But today, with most of the supply already mined and Bitcoin fully integrated into global financial markets, it’s fair to ask: does the halving cycle still matter? That’s what we’ll explore with the data. Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions. Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics. Each newsletter provides clear, actionable insights backed by data, delivered in a concise format that respects your time - five minutes to absorb, but deep enough to inform your investment strategy. Join over 33,000 professional investors and fund managers: Upgrade to paid Ready? Let's dig into the data. From Halving to Liquidity: Bitcoin’s New Market Cycle The Takeaway Bitcoin’s halving cycle has long shaped investor expectations, but with 94% of supply already mined, its influence is fading... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe