The Friction Report: Mechanical $BTC scarcity vs latent distribution pressure is the load-bearing crack podcasters keep poking. Top tensions to watch: BTC scarcity vs distribution pressure, regulatory clarity vs legal freezes, equities risk-on vs bond stress. Tension 1 - Mechanical $BTC scarcity vs latent distribution pressure. Institutional custody, ETF rollouts and on-chain washouts are locking up float and lifting α-sentiment. The counterforce is miners, whales or seized reserves that can reintroduce liquidity and explode volatility. What tips it: sustained miner pauses and rising custodial balances favor squeeze; renewed large outflows tip a sharp reversion. #AudioAlpha #FrictionReport #BTC #PodcastIntelligence
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