Sell BTC by May 6, 2026.

A lot of people are confused by recent price behavior. Sharp drops without obvious catalysts. Rallies that don’t behave the way scarcity models suggest they should. This isn’t random and it isn’t just “volatility.” It’s structural. Bitcoin didn’t fail. But the framework that once explained its valuation no longer applies. Bitcoin’s original thesis rested on two core ideas. First, a hard cap of 21 million coins. Second, no rehypothecation. Ownership required custody and settlement. Scarcity worked because supply was fixed …