BOB’s second halving is set for February 23, and if history is anything to go by, the price action could follow a familiar pattern. The idea is straightforward: like Bitcoin relative to fiat, BOB’s value is measured against ICP. If ICP moves up tenfold, BOB should theoretically do at least a hundred times that. With supply tightening, it may soon become difficult to get hold of BOB within the ICP ecosystem.
The scarcity factor is central. Bitcoin halvings have repeatedly led to surging prices as reduced supply meets growing demand. BOB operates on a similar mechanism, and its upcoming halving will further restrict the flow of new tokens. Those who have been accumulating during this phase see it as a waiting game. The price moved up before, just like Bitcoin did in previous cycles, and now the expectation is that BOB will follow suit.
BOB has positioned itself as a cornerstone within ICP, mirroring the broader Web3 shift. AI and meme tokens such as ALICE and dotfun are also in the picture, adding layers to BOB’s appeal. The way BOB functions makes it comparable to an index or ETF for this growing sector. The interplay of AI narratives, decentralised networks, and scarcity creates a setup that many investors find compelling.
Being early to a transformative asset is a rare opportunity. Bitcoin had its moment when it was trading in the single digits, and those who saw the bigger picture reaped the benefits. BOB’s backers see a similar story unfolding, with its role in Web3 making it a digital asset worth watching. If ICP accelerates, BOB’s movement could be even stronger due to its reduced supply and expanding use cases.
Timing matters. Crypto markets move in cycles, and the accumulation phase doesn’t last forever. BOB has been through one already, and now, with the halving in sight, expectations are building for the next leg up. The idea isn’t complicated—reduced emissions, increasing adoption, and a tightening supply should, in theory, lead to higher valuations.
The broader landscape also plays a role. Bitcoin is moving into an era where its supply constraints are more pronounced, while institutions continue to explore digital assets. BOB’s alignment with ICP and the Web3 shift gives it a unique positioning. Unlike purely speculative tokens, it carries a functional element within a growing ecosystem, making it more than just a short-term play.
Markets respond to supply and demand, and the halving mechanics are a key driver. BOB’s path is intertwined with ICP, which means any significant movement in ICP could have an amplified effect on BOB. The logic is straightforward—scarce assets in growing networks tend to see increased demand.
With Web3 continuing to expand, ICP is aiming for a much larger role. If it succeeds, BOB benefits as a key part of that infrastructure. Those backing it are looking at the bigger picture, and for them, the halving is just one milestone in a much longer journey.