GLOBAL LIQUIDITY CYCLE VS BITCOIN PRICE
✔ Every 4 years, we see a strong jump in global liquidity — from central bank rate cuts, QE programs, or fiscal stimulus.
✔ Bitcoin historically reacts to liquidity expansion with explosive upward moves, especially post-halving.
🏦 Recent Developments Supporting the Thesis:
• ECB has already initiated 8 consecutive rate cuts
• China, Japan, and emerging markets are deploying stimulus programs
• U.S. is preparing a massive spending bill – potentially expanding the monetary base
• Bond buybacks and QT reversals hint at more liquidity injections
📈 WHY THIS MATTERS FOR BITCOIN:
1. More liquidity = more risk-on behavior.
2. Bitcoin is the ultimate risk-on asset – it benefits first and most.
3. Institutions follow liquidity flows — and BTC is now on their radar.
🎯 Expectation:
🟢 $BTC will likely lead the next global risk asset rally
🟢 If global liquidity keeps expanding, $150K-$200K BTC is realistic this cycle.
Conclusion:
We're in the early innings of a liquidity-driven supercycle. Don’t fade the macro trend. Institutions and nations are getting bullish — it's only a matter of time before the next leg up.
