Yeah, that's a good way to think about it. It's all about supply and demand and the inflation surely creates a lot of supply. The thing is... most of that supply was locked up as SP. So even if the inflation has gone way down, the liquidity goes way up which might smash the markets. Then again, many who want to cash out will probably want to do so in the best way possible so maybe they'll only cash out what the markets can handle.