<ul data-eligibleForWebStory="true"><li>Fred Krueger argues that traditional halving-based models are inadequate for predicting Bitcoin's behavior in the face of institutional demand.</li><li>Institutional demand from ETFs and treasury-focused buyers now outweighs the impact of reduced mining rewards in shaping Bitcoin cycles.</li><li>Krueger criticizes the reliance on limited historical data points for market cycle predictions, cautioning against attempts to time the market top.</li><li>He suggests investors adopt a long-term strategy based on the Kelly Criterion, emphasizing a steady 70% allocation and periodic rebalancing.</li><li>Krueger's advice aligns with a shifting crypto market paradigm that emphasizes institutional flows over traditional mining economics.</li></ul>

Mining No Longer Matters, Says Fred Krueger as ETFs Redefine Bitcoin Cycles

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