The most important #macro data... by far.

Global M2 -- the creation and flow of liquidity to the private sector -- is the primary driver of asset prices over time.

And #bitcoin -- as everyone should know by now -- is the Great Absorber of Liquidity.

Understand this and you will do well.

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Discussion

Fractional reserve fiat = NgU

Bitcoin = Best NgU technology

Do you think the disinversion of the 2Y/10Y after 27 months of inversion could be a canary in the coal mine for a liquidity retraction? Historically, this has been a strong recession signal. Would love to read your thoughts on the macro implications.

I think it is just normalization of the yield curve.

The only takeaway I see in this chart is that the Bullcrap is gone! Dr. Bull is full steam ahead!!

Accurate.

I enjoy following Macro if for nothing else then to watch Bitcoin game theory play out. In the end I just put every spare dollar into stacking sats.

We wait with bated breath for the king of pop to green-light the Bull 🕺🕺🕺

The transition has already occurred and the bullish liquidity wave is already underway. Market participants just haven’t realized yet.

Take advantage of this reality.

Are you suggesting BlackRock et al?

Another words but the dip!

In other words!! Haha. Love nostr. No edit.

This means we are still so early, right?

It’s unbelievably good to have the Dr. Bull back 🕺🐂

The market will not respond to liquidity increase and the Fed cut until few months later. Meanwhile market is in consolidation or mid-cycle correction.

Why won’t it respond for a few months?

It lags.

just another small dip before the god omega lady gaga candle🔥🔥