A bold call is circulating: Bitcoin to $500,000. Not hype — math. As Lightning Network volume exceeds $1B per month and infrastructure keeps expanding beneath surface volatility, the long-term scarcity equation is being recalculated.
In this episode, we break down why fixed supply dynamics continue strengthening the bull case, how network growth reinforces Bitcoin's monetary premium, and why short-term ETF outflows don't necessarily invalidate long-term repricing models.
We also address quantum computing fears, global exchange controversies, and the broader liquidity backdrop shaping risk assets. When supply is capped and adoption compounds, scarcity math doesn't disappear — it intensifies.
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