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My thoughts - lots of new users investing a lot of BTC that I don't recognize. Growth!

Wouldn't we all. :) Predicting the future is a fool's errand.

My hope is we'll be able to keep an eye on who's doing what to get a better understanding of if the whales are continuing to act as rational actors in their own long-term self interest. If they dump too much, too soon, we could all go down.