Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

"Earnings don’t move the overall market; it’s the Federal Reserve Board…":

Druckenmiller says the market isn’t primarily driven by how much money companies are making (their earnings). Instead, liquidity drives the markets. And the good news is - Liquidity has landed.

80% chance we see this impact on BTC starting early May if not sooner.

h/t Sanjay for the Druckenmiller inspiration

Files

Previews only

Comments

Fender313

Bitcoin summer 2025 🙌

HVEK

Is there a chart and not the indicator for Global M2 supply? I am not able to take the ratios with existing charts. Like if I want to take btc to global M2 money supply.

Rocinante

Looking back over the last few years, some summers have been good and some bad for bitcoin.

Bittionnaire

Interesting, James Check published a newsletter two days ago that said the exact opposite. That bitcoin liquidity was close to negative.

MetaFi

Bitcoin liquidity is different to global liquidity. James Check wrote of BTC liquidity. James IA is correct in that Global liquidity is coming as per 108 day shift chart, biut not quite here yet as BTC and risk assets lag the Global M2.