According to @kwok_phil, inflation is eroding fiat’s store-of-value role and finite-supply cryptocurrencies are emerging as alternatives, setting up a potential perfect storm for capital rotation into BTC and ETH. source: @kwok_phil Bitcoin’s supply is programmatically capped at 21 million with a predefined halving schedule that reduces issuance over time, enhancing its scarcity profile for traders assessing inflation hedges. source: Bitcoin whitepaper, Satoshi Nakamoto, 2008 Ethereum burns a portion of transaction fees via EIP-1559 and lowered net issuance after the Merge, leading to periods of net supply contraction when on-chain activity is elevated. source: Ethereum Foundation Traders evaluating this thesis typically monitor inflation prints like CPI and PCE, the U.S. Dollar Index, and real yields to gauge fiat purchasing-power trends that can drive flows into scarce assets. source: U.S. Bureau of Labor Statistics and U.S. Treasury On-chain and market gauges tied to scarcity narratives include BTC issuance and halving epoch, ETH net supply and burn rate, BTC dominance, and spot-versus-futures basis. source: Glassnode and CME Group