Crypto rebounding before equities. Classic liquidity is coming pattern

So now the US Gov has reopened, what's next? Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months. Obviously, QT ends in Dec and the balancesheet will crawl higher. We should see the dollar begin to weaken again.

A comment on Bitcoin. The U.S. government is reopening, and the Treasury’s management of the TGA signals an imminent injection of liquidity into the financial system. Quantitative tightening will soon end, and in my view, the Federal Reserve will continue to cut rates until the

These are all solid points.   Let’s take it one step further…   Think back to the 2016 to 2017 cycle. Bitcoin took a 20% hit, two 30% hits, one 35% hit, and three separate 40% flushes. It was relentless. Yet the market still delivered a 46x move. The human mind conveniently

What’s happening in Bitcoin right now isn’t a narrative shift: it’s a mechanical unwind. The data is pointing to something very specific:a forced seller that blew up around October 10 and has been offloading in a constrained, systematic way ever since. Here’s why: • The 1D

Top line is where the liquidity fuel has cyclically exhausted. It ends the red zone. All multi-year tops have printed here. Bottom line is where the liquidity fuel has cyclically ignited. It begins the red zone. All multi-year parabolic moves have started here. Bitcoin doesn’t

We now have: 1. Trump saying he will keep stocks at record highs 2. $600B/year in Magnificent 7 CapEx 3. Fed cutting interest rates into 3%+ inflation 4. Global AI infrastructure spending at $1T/year 5. Fed ending Quantitative Tightening in 2 days 6. US deficit spending at >6%

Global financial conditions are easing: Global financial conditions have reached their easiest level since 2021. The 2020-2021 period was when world governments and central banks stimulated the global economy on the largest scale in history as a response to the pandemic.

gee, they figured it out: BTC > 90K

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I posted this earlier in the week on Real Vision, but thought it was worth sharing here as well, just to give everyone something to think about. If you step back and look at the data, something interesting is happening in markets right now… When you line up liquidity with

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The reality is I've never seen anyone trade a secular rising asset making more money by trading it. The people who make the most money just hold it and add on weakness to compound returns over time. Choose your fighter.

🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED

Alphabet will spend 180+bn this year on CapEx and the market is bearish on its supply chain It is beyond me. Big opportunity ahead still

Here is why the Fed may be able to cut several times despite what appears to be a comeback in the US economy Goldilocks is incoming!

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Vertical integration sets $IREN’s AI Cloud platform apart. Construction discipline is what makes it possible. In British Columbia, Texas, and soon Oklahoma, we’re building the future of AI infrastructure end-to-end: from grid-connected power to data centers to compute.

I can see how despondent everyone is about crypto and the pure chartists are telling you it's all over, but I don't agree... Global Liquidity is the most dominant macro factor in history with a 90% correlation to BTC and 97% to NDX since 2012. It is growing at around 10% a year