,

Bitcoin: Is The Halving Event A “Nothing Burger”?

The reaction in the Bitcoin price after the halving event has been muted so far. What does this mean?

  • The Bitcoin halving event, which occurs every four years, reduces miners’ rewards and is historically associated with significant price increases before and after.
  • Despite the muted immediate reaction in Bitcoin’s price after the recent halving, the event remains a significant milestone in the cryptocurrency world, impacting supply dynamics and miner incentives.
  • The paradoxical effect of the Runes protocol causing a surge in transaction fees highlights the complexity of Bitcoin’s ecosystem and the evolving nature of its market dynamics.
  • Catch the latest investment trends! Join our FREE Wall Street Trends Substack community for insights, and stay tuned for the newest investment insights. 
Bitcoin token.
Bitcoin token. Source: Unsplash

The “halving event” explained

The halving stands as the most significant event in the Bitcoin (BTC-USD) network. Every four years, or every 210,000 blocks of transactions, miners’ rewards decrease by half. This trend commenced in 2009 with 50 bitcoins per block, reduced to 6.25 before the last halving, and now stands at 3.125 after the recent event on April 20th.

Why is this event estimated?

This estimation depends on block mining speed. If blocks are mined swiftly, the time reduces; conversely, slower mining extends the estimated time. As of now, the halving occurred precisely on April 20th at block 840,000.

And why is this an important event?

Historically, price behavior has significantly increased before and after halving events, as illustrated in the Bitcoin halving chart. However, whether this trend will persist remains uncertain. Bitcoin has appreciated by over 140% in the past year alone, largely fueled by various tailwinds, including anticipation of the halving.

Bitcoin's halving events.
Bitcoin’s halving events. Source: TradingView

But will this upward trend continue? I can’t say for sure, and I don’t believe anyone can. Beyond the immediate post-halving moment, it’s crucial to grasp that Bitcoin adheres to a trajectory of limited, unchanging supply and increasing demand, as evidenced by the moving averages chart. This informs a decision to include Bitcoin in a portfolio, viewing it solely as an investment.

Bitcoin's SMAs.
Bitcoin’s SMAs. Source: TradingView

Nevertheless, it’s important to acknowledge that Bitcoin transcends mere investment. It represents disruptive technology, fostering decentralization, financial autonomy, resistance to censorship, inclusivity, and protection against inflation.

(Read more from Wall Street Trends: Will Bitcoin’s Price Be Halved After the Halving Event? Dogecoin Founder May Think So)

The Bitcoin mining paradox

To enhance the original cryptocurrency’s resilience against inflation, the halving events occur every four years, gradually reducing the rate of new coin issuance. This decrease is intended to lower rewards for miners, prompting concerns about their ongoing incentive to participate in blockchain mining, which is crucial for maintaining the network’s security.

However, a paradox emerges in this narrative. Launching the Runes protocol unexpectedly drove up transaction fees, resulting in record profits for miners. Essentially, this protocol enables users to create new digital assets akin to those commonly found on other blockchain networks like Ethereum.

“We expect the particular frenzy pushing fees to these levels to die down in the relatively near term, but this episode is the latest indication that concerns about bitcoin’s long-term ‘security budget’ are misplaced,” the Bitcoin-focused investment firm Ten31 wrote in a newsletter on Saturday.

So, the current developments in Bitcoin mining could offer a glimpse into the future, when Bitcoin evolves into a trillion-dollar asset. This would entail a surge in demand for the Bitcoin network, especially with additional halvings anticipated.

For Bitcoin miners, these shifts could significantly change their revenue streams. In a recent newsletter, Grayscale, which manages the Grayscale Bitcoin Trust, also acknowledged these potential changes.

“If transaction fees normalize at a level higher than in the past, the impact of the halving on miner revenue will be dampened,” Grayscale wrote.

Is Bitcoin halving a “nothing burger”?

Bitcoin halving is definitely not a “nothing burger.” 

It’s a significant event in the cryptocurrency world that impacts the supply of new Bitcoins entering circulation, potentially affecting miner incentives and the overall market dynamics. 

While its immediate effects may vary and sometimes surprise observers, its long-term implications for Bitcoin’s scarcity and value are substantial. At last check, Bitcoin prices had surged by 4% since the event.

Bitcoin's price post-halving.
Bitcoin’s price post-halving. Source: Google Finance

However, I believe that the thesis behind Bitcoin extends far beyond this event and is influenced by factors such as scarcity, growing institutional adoption, positive market expectations, favorable macroeconomic conditions, technological advancements in the Bitcoin network, and the implementation of supportive regulations.


Catch the latest investment trends! Join our FREE Wall Street Trends Substack community for insights, and stay tuned for the newest investment insights.

(Disclaimers: this is not investment advice. The author may be long one or more stocks mentioned in this report. Also, the article may contain affiliate links. These partnerships do not influence editorial content)



Please follow and like us:

Author

  • Bernard Zambonin

    Bernard is the co-producer of The Street’s financial channels and holds the researcher and operations manager position at DM Martins Research. Additionally, he contributes articles to Seeking Alpha.

    View all posts

One response to “Bitcoin: Is The Halving Event A “Nothing Burger”?”

Leave a Reply

Your email address will not be published. Required fields are marked *

Translate »