Well, we have seen now that the halving had no direct influence in price, as I've always said.
The reduced mining supply can be a factor in strong bull markets, when supply is reduced. But in all other scenarios the impact is minimal. The yearly inflation of money supply has been reduced from 9% annual to about 4,5% annual. That would mean that Bitcoin could go up 4,5% per year now, compared to the past years. For a cryptocurrency that is a ridiculously low volatility, so I expect the impact to be minimal.
But at the other hand ... I think that cryptocurrencies are succeeding and are gaining more ground every year. So I'm bullish long term
That is my point, too. Halving may be used as an excuse for a pump, but indeed has no real influence on the price. After this halving 75% of all coins are already mined, with only 25% to be mined. That means that the coins that are already in use can be used to push the price deliberately down, and we will have no means to defend from that. Now having said that, I think the we may see a brief and even deep pull back, but I am also bullish long-term.