Liquidity on the rise \ stacker news ~econ

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1978 sats \ 10 comments \ @TomK 28 Jan econ

Liquidity is one of the key variables when looking at the financial markets. The data currently available all indicate that the global liquidity situation will improve significantly in the short and medium term. The charts clearly indicate that the trough is long behind us. If our observation that Bitcoin is very highly correlated with the liquidity delta is correct, then we should experience an exciting 2024, apart from the upcoming halving, which should act as a fire accelerator.

Credit to: @crossbordercapital (X)

https://m.stacker.news/13980 https://m.stacker.news/13981

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21 sats \ 0 replies \ @Diego 28 Jan

Thanks. Love the work of Michael Howell from cross border. Darius Dale from 42 macro also does a lot of work around liquidity. He does point out that at the minute cyclical inflation expectations are the dominant driver of Bitcoin

1 sat \ 1 reply \ @fiatbad 28 Jan

So you're saying it's time to start laying on the leverage? Max out the credit cards to stack more Bitcoin?

51 sats \ 0 replies \ @TomK OP 28 Jan

No. That's something I would never do and never recommend. I follow the Hanseatic merchant's adage: only make deals by day that let you sleep soundly at night.

0 sats \ 6 replies \ @piecover 28 Jan

I don't think the fed liquidity has a thing to do with #Bitcoin. Bitcoin will do what it will do without fed LiQuiDiTy

0 sats \ 5 replies \ @TomK OP 28 Jan

Liquidity is crucial for adoption. It's growth is the reason why humans are watching for scarce assets to protect their purchasing power. Liquidity growth (or debasement of currency) is the key to understand why BTC attracks interest of people.

0 sats \ 4 replies \ @piecover 28 Jan

No I don't think so, Liquidity has nothing to do with adoption. Adoption is: Lightning, Liquid, ETF(flawed but still), cold storage, bitcoin merchants, Bitcoin beach, Bitcoin in africa, local bitcoin comunities, ES, Bitcoin mining countries, miners, Bitcoin jobs,.. Those are real metrics of adoption and liquidity comes after not before

0 sats \ 3 replies \ @TomK OP 28 Jan

What You are describing are the vehicles of adoption, the vectors. But these are not the driving forces as I explained.

0 sats \ 2 replies \ @piecover 28 Jan

I am going to leave it there, you won, it doesn't matter to me.

0 sats \ 1 reply \ @TomK OP 29 Jan

why are you kids always so quick to get pissed off? it's not about winning or losing, but about our shared intellectual evolution when we discuss an issue. i'm very grateful to you for taking the time to look at my situation critically and to challenge me to think about my own position.

0 sats \ 0 replies \ @piecover 29 Jan

I was very greatful to your challenge too and I am not pissed. I just think liquidity is the wrong way to measure adoption. If a multi-billionaire sell/buy $10billion of bitcoin that doesn't make them an adoption god who can increase/decrease adoption, when you look at it that way you will see what I mean