I read his post more about where the supply would come from if RFK’s idea was actually put into place, and that’s where the math is pretty spot on. Only so many new coins mined each day, and only so much available supply on exchanges. But yea the affect on the exchange price, I agree, is subjective although that much shock would certainly drive it up significantly.
Discussion
I would push that supply coming in daily through mining and currently available on OTC desks and exchanges is not meaningful. BTC can come online for sale almost immediately through lightning and liquid and in ~10 minutes on chain. Available for sale supply is hard to forecast, can shift rapidly, and mostly depends on where current holders are willing to sell and that’s just unknowable. Maybe not many people are willing to sell at $100k, but maybe an absolute avalanche are willing to sell. No one knows. We can all guess, but only guess.