Where Are We in This Cycle?
A view based on Liquidity and Money Flows
1. Global Liquidity
Based on the Micromacro chart:
Over time, the increase in M2 money supply (measured in %) vs BTC price has increasingly fluctuated in phases.
As the market size grows, the dependence on
I never forget what CZ 🔶 BNB did with Binance Smart Chain after seeing DeFi season on Ethereum.
That was early 2021.
Now it's early 2025, guess what's about to happen.
Same person. Same vibe.
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the real state of crypto is there are 8+ years of pent up creative energy that will start making things and 2+ years of stuff mostly already built that was waiting for friendlier waters to set sail in
I think whats coming over the next 4 years will put the defi explosion to
TL;DR
He is announcing a strategic reserve during a time of low liquidity to maximize impact on price
He aims to position himself as the market's hero and will make his next move on Friday.
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