American entrepreneur and venture capitalist Mark Moss in his last program crypto coins He tried to explain why the great collapse, which includes Bitcoin 
$90,811.29 The declines in prices over the last 2 months reflect the fact that we have not experienced a last quarter like 2021. But Moss is hopeful.
Cryptocurrency Crash
Common view these days BTC price It is predicted that it will decline to 50 thousand dollars after forming a lower peak near 100 thousand dollars. Yes, the $20,000 bottoms are behind us and as we experience every cycle, the bottom target is now higher. Still, the price falling to 50 thousand dollars may have painful consequences, especially for altcoins.
American entrepreneur and venture capitalist Mark Moss said that Bitcoin price volatility has slowed with the launch of ETFs, making it less likely we will see larger corrections. When he said this, BTC had not erased $40 thousand, but it was also exciting that the BTC price maintained the ETF investor cost as support.
In his opinion, economic risks and global monetary expansion are the things that will keep demand alive for assets that are already in scarcer supply.
“You’re seeing demand for ETFs at 10 times the supply that’s being released by miners. So there’s a huge supply-demand imbalance there, with demand being met by OG whales opening their giant wallets, but that’s not related to new supply, so if you cut the supply in half from there.”
Yes, ETF demand was generally far above the daily new BTC supply. Of course, this story could have continued like this if we had not seen the biggest sales wave since the launch in early 2024. But for the first time in almost 2 years BTC ETF We see such outputs on the channel. Moreover, more than 95% of ETF investors still remain.
Solution Bitcoin (BTC)
For now, Bitcoin is far from the sharp 80% declines it had in the old nightmare days. Moreover, if we are experiencing a repeat of 2021 according to the four-year cycle, we need to see bigger bottoms in December and January. This is not the case for now. If BTC can stay strong for the next few months, sellers focused on the 4-year cycle story should be demotivated. This has already begun to show itself in the intensity with which recent whale purchases meet short-term investor sales.
Mark Moss says what we are witnessing is a reverse collapse. While asset prices fall in a traditional crash, they rise in a reverse crash. While shares lose value in one, they gain value in the other. As a result of both, you feel poorer.
“I think what we are witnessing now is a reverse collapse, that is, not a decline, but a rise. What we are seeing now is that prices are moving away from us, that is, the S&P 500 is not crashing, it continues to rise, Bitcoin is rising, gold is rising, houses are rising, meat, milk, eggs, holidays, they are all rising, but the result is the same, I still cannot have the quality of life that I used to have, that is, an inflationary collapse, inflationist a collapse. “
As governments print money, the purchasing power of money decreases, and this will accelerate further by next year. This is what Mark points out. In the process of depreciation trade, the scarce BTC should rise even more as investors run away from fiat money, which resembles a sinking ship, and rush to other assets.
Moreover, while the BRICS countries are net gold buyers and strive to break the dominance of the dollar, the USA is working for the growth of stablecoins. This situation is almost turning into a state policy of the USA, because in order for the global use of the dollar to remain at 60% or above, stablecoins support is important. The growth in stablecoins is in cryptocurrencies It means increased liquidity because most issuance is done on public blockchains. Citing all these and more reasons, Mark Moss expects the rise in Bitcoin to continue.
