According to @ItsDave_ADA, institutions are allocating billions to digital assets without fixed supply caps, leading to continuous supply growth he equates with fiat-style debasement. source: @ItsDave_ADA He argues a hard supply cap is essential to the sound money and store-of-value thesis and cites Bitcoin BTC and Cardano ADA as hard-capped examples. source: @ItsDave_ADA For trading, investors who align with this view may tilt toward capped-supply assets like BTC and ADA and track relative strength and flows versus inflationary tokens when the store-of-value narrative dominates. source: @ItsDave_ADA Risk note: this supply-driven framework differs from strategies that prioritize utility or yield, so allocation decisions should explicitly reflect the hard-cap thesis. source: @ItsDave_ADA