Though you have a very good point enumerated just above this quoted message of yours, but in contrary to this, the halving also had a big contribution in this bullrun.
Remember how Btc tends to pump and reach new heights just after a few months of Bitcoin halving. There was no excessive printing of money that time, thus people aren't looking for a place to hide due to the danger of inflation.
But then again, we are in a different situation than the last two halving and what you have pointed out as some reasons for the pump is combined by the halving hype.
Market reaction on halving will be complete different with every next halving. Its different asset during different market condition and different trigger event. Its called the same - halving but ... the first halving decreased inflation from 25% to 12% (massive), second halving from 9% to 4,5% (moderate) and third one will decrease inflation from 3,8% to 1,9% (noticeable) next oneces will be getting closer and closer to dust.