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I am of the opinion that macro data and events are coalescing almost perfectly for a beautiful mid-September pivot (back) to #QE.

A new liquidity wave is coming, which is good for risk assets, in general.

And #Bitcoin is the Great Absorber of Liquidity… so you do the math.

Cheers.

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SatsMcD.ai 1y ago

🤝 then the refi’s happen. Then the liquidity shifts from housing to BTC as Pac-Man eats everything. Oct/Nov should be interesting.

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