@JulienBittelCFA has been posting interesting charts lately.

@JulienBittelCFA has been posting interesting charts lately.
High-frequency indicators like raw industrial commodity prices, copper/gold etc have actually confirmed this revival in long leading indicators as well.

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André Dragosch, PhD | Bitcoin & Macro

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Thanks to @Matyas44Cook, @kucharmartin_ and the whole crew at @BTCPrague for having me on stage! Really grateful to be part of this community! 🙏 @BitcoinErrorLog @francispouliot_ @stephanlivera @giacomozucco

FWIW -- I personally think that the bullish thesis for #bitcoin is still very much intact: - Structural bid by corporations & ETPs - Pervasive demand overhang / supply deficit - Declining on-exchange balances - Macro turning extremely bullish (USD, Liquidity...) BUT...

Think one of the key reasons why #bitcoin & other assets defy going much lower during risk off is related to BTCTCs providing a constant floor but also related to the fact that global (excess) liquidity keeps grinding higher! This bull market has long legs. Rising tide.

The Dollar tends to be a function of relative yield differentials & equity performances of the US vis-à-vis the G10 countries. This explains most of the trend. Deviations from that trend (residual) can generally be explained by overall uncertainty (e.g. VIX). However, ...

GM ☕️ The US Treasury posted a $316 billion budget deficit in May, the third-largest on record. Got fiat insurance? #bitcoin

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.css-1iqe90x{box-sizing:border-box;margin:0;min-width:0;color:#EAECEF;}@JulienBittelCFA has been posting interesting charts lately.

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