How much of global liquidity is the us? I don't think the us was easing in 2025 that much. Seems like the easing will be 2026

Reply to this note

Please Login to reply.

Discussion

2026 will be worse than 2025

Really you think trump will give up the 2026 elections?

Bitcoin and stocks are not related 🤷‍♂️

Bitcoin is more sensitive to liquidity than stocks, just look at this last quarter.

Right but he has to increase sentiment. No one feels better with prices going down. Liquidity seems like one of the only ways to fix that. He might not use monetary policy (he probably will) and he's not cutting fiscal spending. Where is the tightening gonna come from