GEODNET says GEOD is now net deflationary following the recent halving, according to its X announcement.
The stated change affects GEOD's expected supply dynamics. A net-deflationary position means supply removed from circulation exceeds new issuance, which can reduce expected dilution and support a scarcity-based valuation narrative. The relevance here comes from the reported status after the halving, rather than from demonstrated market adoption.
The announcement does not quantify the supply change or establish how long the net-deflationary position will persist. Its longer-term effect therefore depends on whether the underlying issuance and removal flows continue to produce the stated balance.
Net deflationary status is here following the recent halving, and with the revenue growth they’re seeing it’s just a matter of time before the whale selling is exhausted.
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