Zoom out guys.

I have some thoughts on where we are on the macro front 👇

We’ve entered the fourth year of Bitcoin’s 4-year cycle, a phase that, historically, delivers the most significant market acceleration and price expansion.

Bitcoin has already crossed the $100,000 mark, surpassing a critical psychological and technical threshold that often signals the onset of a more aggressive growth phase.

On the macroeconomic front, geopolitical tensions, particularly around tariffs, are easing, creating a more favorable environment for global capital flows. Central banks are signaling a return to liquidity expansion, with increased monetary easing expected as early as June or July. At the moment, I am skewed towards a pause instead. Historically, such events have acted as strong catalysts for risk assets, and Bitcoin stands to benefit directly from this renewed liquidity injection.

Institutional demand is also showing clear signs of acceleration. ETF inflows are rising, and major financial institutions are expanding their exposure to digital assets.