$LTC
a highly energized take on a macro-driven Bitcoin bull thesis — and while it’s laced with marketing flair, it’s rooted in a very real economic dynamic: liquidity flows.
Here’s the core of what it’s getting at — and what’s actually worth paying attention to:
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What Just Happened in China?
$139B liquidity injection: Cutting the Reserve Requirement Ratio (RRR) by 0.5% frees up capital that banks can lend or invest.
Policy rate cut by 0.1%: Makes borrowing cheaper — incentivizing risk-on behavior.
Why This Matters for Bitcoin
In past cycles, Chinese liquidity easing has preceded major Bitcoin price rallies, especially when combined with global central banks turning dovish.
Capital has to flow somewhere — with the Chinese stock and housing markets underperforming, speculative assets like crypto and gold often benefit.
Historical Parallels (Not Guarantees)
2020 QE + China easing → BTC: $4K → $69K
2015 stimulus → 5x BTC growth
Post-COVID reopening in 2023 → BTC doubled in months
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What to Watch Next
1. Bitcoin price reaction over the next 1–3 weeks.
2. Global liquidity indicators — if the Fed follows suit, the case strengthens.
3. Chinese capital controls — whether money can easily flow into BTC despite restrictions.
4. Market sentiment shift — are institutions positioning early?
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This may indeed be “Stage 1” of a new bull cycle — but timing and positioning are everything. Don’t blindly FOMO — assess your risk, manage your entries, and keep watching macro cues.