"I can agree with all that. That is how bubbles form. Will it be from halving? I doubt it. Cool if it does because I could use some new toys, but I have my doubts that this will come within the next 9-12 months."

I doubt that this will happen in the next 9-12 YEARS. I don't think it will happen in our life time either. Because of China. China has the most amount of bitcoins, they have most amount of hashrate, they control the production of the means to sustain bitcoins, they control the trades of bitcoins, they practically own it. It's in their interest to milk the whole game, to mitigate the risk and to maximize the profit, they will incrementally increase and decrease the bitcoin price.