End of the 4-Year Cycle? The New Rule is Global Liquidity (And Bitcoin Knows It) 🌐
Markets are not governed by calendars, but by capital flows. The supposed "4-year cycle" is being rewritten before our eyes: as Bitcoin's halving takes a back seat, global liquidity (M2) sets the real pace. The data doesn't lie:
* $5.5B injected in 2024 (projected to $12B annually).
* Historical correlation: Bitcoin follows M2 with a lag of 10-12 weeks.
* Institutional ETFs have changed the rules: now smart money precedes retail.
The Non-Negotiable Map: 3 Keys for 2024-2025 🗺️
* Bitcoin as a Liquidity Thermometer:
* Each new ATH in M2 (currently at historical highs) pushes BTC towards $100K-$120K.
* Key support: $90K (institutional accumulation zone on Binance Spot 🛡️).
* Altcoins: The Strategic Delay:
* Retail flows will arrive, but later. In the meantime:
* Select projects with FDV < $1B and ETF-adjacent narratives (e.g. $MTA, $RWA).
* Wait for massive rotation when ETH/BTC breaks 0.06 🔑.
* The Hidden Catalyst:
* The Fed will cut rates in Q4 2024. When cheap money flows, altcoins will soar 🚀.
Strategy in 2 Acts ♟️
✅ Phase 1 (Now - Q3 2024):
* Bitcoin: Buy in the $90K-$95K range (stop at $88K).
* Altcoins: Accumulate low/micro cap with stable volume (avoid illiquid gems).
🚀 Phase 2 (Q4 2024 - Q1 2025):
* Rotate from BTC to altcoins when BTC Dominance falls below 50%.
* Take staggered profits: 30% at +300%, 50% at +500%, let the rest run 💰.
"Cycles die, but opportunities are immortal." ⏳
📌 Your Move: Are you trading for liquidity or for hype? Comment your plan below 👇
Disclaimer: Educational analysis. DYOR. Assets are volatile. ⚠️