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2026 Is CRYPTO’S Biggest Year Since 2020 Crypto doesn't always need to be about 100% speculation and guesswork. Understanding this is essential if you're a crypto holder. The U.S. is now borrowing money just to pay the interest on money it already borrowed. Interest payments pass $1T next year....

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Dan Gambardello

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24,384 Aufrufe • vor 8 Monaten •via X (Twitter)

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There Never Was A 4 Year Crypto Cycle This is just my opinion, but I think selling because of a "4-year cycle" is a colossal mistake. Every major crypto rally...2013, 2017, 2020, lined up with liquidity expansion. Every crash lined up with liquidity tightening. It wasn't the halving that drove the market. It was liquidity. QT ends in 2 weeks. I'm not saying that post-QT = QE. But I'm saying that post-QT removes the liquidity drain. And that is the big deal for crypto.
9:35

There Never Was A 4 Year Crypto Cycle This is just my opinion, but I think selling because of a "4-year cycle" is a colossal mistake. Every major crypto rally...2013, 2017, 2020, lined up with liquidity expansion. Every crash lined up with liquidity tightening. It wasn't the halving that drove the market. It was liquidity. QT ends in 2 weeks. I'm not saying that post-QT = QE. But I'm saying that post-QT removes the liquidity drain. And that is the big deal for crypto.

Dan Gambardello

108,919 Aufrufe • vor 9 Monaten

The Fed just confirmed a massive liquidity rotation. Many people are talking about “bear market.” Sentiment is washed out. Even some long time crypto holders are wobbling. But underneath the surface, the story is completely different: → RRP drained from $2.5T to basically zero → QT ends in days → None of that cash disappeared…it moved And here’s the part we need to remember: Liquidity doesn't hit risk assets first. When the RRP drained, that money didn’t go into crypto. It went into Treasuries...T-bills, short-term government debt, plugging the deficit. That was Stage One. And it’s already done. Stage Two is when liquidity pushes out the risk curve... NOT BECAUSE OF HYPE, but because yield forces it there. That phase is beginning right now. Crypto looks awful because we’re in the transition zone...the part where sentiment lags the plumbing. Sentiment is backward-looking. Liquidity is forward-looking. We’re not late. We’re early. Crypto isn’t breaking…it’s coiling.
9:21

The Fed just confirmed a massive liquidity rotation. Many people are talking about “bear market.” Sentiment is washed out. Even some long time crypto holders are wobbling. But underneath the surface, the story is completely different: → RRP drained from $2.5T to basically zero → QT ends in days → None of that cash disappeared…it moved And here’s the part we need to remember: Liquidity doesn't hit risk assets first. When the RRP drained, that money didn’t go into crypto. It went into Treasuries...T-bills, short-term government debt, plugging the deficit. That was Stage One. And it’s already done. Stage Two is when liquidity pushes out the risk curve... NOT BECAUSE OF HYPE, but because yield forces it there. That phase is beginning right now. Crypto looks awful because we’re in the transition zone...the part where sentiment lags the plumbing. Sentiment is backward-looking. Liquidity is forward-looking. We’re not late. We’re early. Crypto isn’t breaking…it’s coiling.

Dan Gambardello

64,471 Aufrufe • vor 9 Monaten

As we sit here at record high fear, I just want to say... Thomas (Tom) Lee (not drummer) FundstratDirect.com is one of my favorite people in crypto In every bear crypto cycle, it was always easy to spot contrarian, high conviction bulls. This cycle is different. There really seem to be only a handful. As every cycle goes, it's unpopular to remain bullish in high fear, but it only takes one move for the entire plan to pay off. One move.... Intro 00:00 Compelling bottom 2:00 Crypto risk is low 3:00 Maybe the bottom is not in…5:30 Tom Lee buying Ethereum 7:00
11:57

As we sit here at record high fear, I just want to say... Thomas (Tom) Lee (not drummer) FundstratDirect.com is one of my favorite people in crypto In every bear crypto cycle, it was always easy to spot contrarian, high conviction bulls. This cycle is different. There really seem to be only a handful. As every cycle goes, it's unpopular to remain bullish in high fear, but it only takes one move for the entire plan to pay off. One move.... Intro 00:00 Compelling bottom 2:00 Crypto risk is low 3:00 Maybe the bottom is not in…5:30 Tom Lee buying Ethereum 7:00

Dan Gambardello

16,538 Aufrufe • vor 2 Monaten

At the beginning of 2025, I posted "we just entered the most bullish year of the 4-year cycle." I was wrong. Most of the industry was wrong. 2025 was actually the bear market. But here's what I learned... The 4-year cycle was a mirage. What actually matters is what the Fed is doing, what liquidity is doing, what the business cycle is doing And right now... QT just ended PMI ready to expand Institutions accumulating while retail quits If you're still here, you're one of the few left standing. The setup going into 2026 is strong. Intro 00:00 Retail has left 2:00 I was wrong about 2025 3:10 Crypto doesn’t need retail 5:30 Altcoins may need a few months… 10:00 Big altcoin momentum indicator 10:45
16:27

At the beginning of 2025, I posted "we just entered the most bullish year of the 4-year cycle." I was wrong. Most of the industry was wrong. 2025 was actually the bear market. But here's what I learned... The 4-year cycle was a mirage. What actually matters is what the Fed is doing, what liquidity is doing, what the business cycle is doing And right now... QT just ended PMI ready to expand Institutions accumulating while retail quits If you're still here, you're one of the few left standing. The setup going into 2026 is strong. Intro 00:00 Retail has left 2:00 I was wrong about 2025 3:10 Crypto doesn’t need retail 5:30 Altcoins may need a few months… 10:00 Big altcoin momentum indicator 10:45

Dan Gambardello

58,417 Aufrufe • vor 8 Monaten

This Isn’t the Crypto Video I Wanted to Make… Crypto feels so bad right now. And I get it because I’m feeling it too. But feelings lie... And this is exactly why I had to hit record tonight, even though I didn't want to. When sentiment is max fear, liquidity is bottoming, social risk at zero, and smart money accumulating at a 13-year high…that’s not when I walk away. So I just want to share how I’m seeing this moment. Intro 00:00 Please watch this 1:35 Liquidity 2:55 Social risk 4:40 Undervalued 5:50 Change of hands 7:50 Clarity act 11:00 Charts 12:00
15:06

This Isn’t the Crypto Video I Wanted to Make… Crypto feels so bad right now. And I get it because I’m feeling it too. But feelings lie... And this is exactly why I had to hit record tonight, even though I didn't want to. When sentiment is max fear, liquidity is bottoming, social risk at zero, and smart money accumulating at a 13-year high…that’s not when I walk away. So I just want to share how I’m seeing this moment. Intro 00:00 Please watch this 1:35 Liquidity 2:55 Social risk 4:40 Undervalued 5:50 Change of hands 7:50 Clarity act 11:00 Charts 12:00

Dan Gambardello

27,134 Aufrufe • vor 8 Monaten

THE BIGGEST LIQUIDITY RISK TO BITCOIN NEXT WEEK ISN'T THE FED. IT'S JAPAN. 🇯🇵 The Bank of Japan is expected to hike to 1% on June 16, the highest since 1995. Markets price it at over 90%. Here's why crypto should care. Every major BoJ hike since 2024 has been followed by a Bitcoin correction, ranging from roughly 20% to over 30%. The mechanism is the yen carry trade. Cheap yen funds risk assets globally. When Japan tightens, that funding unwinds, and high-beta assets like Bitcoin feel it first. Not a prediction. A risk worth watching, into an already weak market.
0:30

THE BIGGEST LIQUIDITY RISK TO BITCOIN NEXT WEEK ISN'T THE FED. IT'S JAPAN. 🇯🇵 The Bank of Japan is expected to hike to 1% on June 16, the highest since 1995. Markets price it at over 90%. Here's why crypto should care. Every major BoJ hike since 2024 has been followed by a Bitcoin correction, ranging from roughly 20% to over 30%. The mechanism is the yen carry trade. Cheap yen funds risk assets globally. When Japan tightens, that funding unwinds, and high-beta assets like Bitcoin feel it first. Not a prediction. A risk worth watching, into an already weak market.

Merlijn The Trader

47,497 Aufrufe • vor 2 Monaten

Cardano and Midnight are setting up their crypto bull cycle. Videos like this are hard to record. Not because I don't believe what I'm saying, but because I know how it looks to the majority who don't see the bigger picture....yet. People think I'm irresponsible when I do videos like this. But in my opinion, I'd be irresponsible NOT to create a video like this at this moment of the cycle. Right now are the moments when videos like this should exist. Reminder: PMI is expanding. QT just ended. Liquidity contraction is shifting to expansion. Crypto fear all time high. Cardano is at 26 cents and Midnight is under 5 cents, while the crypto space looks very bad... And I'm sitting here talking about $5-$8 ADA and a $10-50 billion Midnight. But the biggest thing I learned over the cycles is that the data doesn't care about sentiment. Again: PMI is expanding. QT just ended. Liquidity contraction is shifting to expansion. Crypto fear all time high. The same setup that preceded every crypto bull market we've ever seen. I don't mind sounding crazy. I've been here before. Intro 00:00 What opportunity looks like 00:50 Cardano headlines 2:45 Midnight headlines 5:40 Crypto cycle 7:20 Cardano macro cycle 8:00 Cardano targets 10:15 Midnight targets 13:15
20:21

Cardano and Midnight are setting up their crypto bull cycle. Videos like this are hard to record. Not because I don't believe what I'm saying, but because I know how it looks to the majority who don't see the bigger picture....yet. People think I'm irresponsible when I do videos like this. But in my opinion, I'd be irresponsible NOT to create a video like this at this moment of the cycle. Right now are the moments when videos like this should exist. Reminder: PMI is expanding. QT just ended. Liquidity contraction is shifting to expansion. Crypto fear all time high. Cardano is at 26 cents and Midnight is under 5 cents, while the crypto space looks very bad... And I'm sitting here talking about $5-$8 ADA and a $10-50 billion Midnight. But the biggest thing I learned over the cycles is that the data doesn't care about sentiment. Again: PMI is expanding. QT just ended. Liquidity contraction is shifting to expansion. Crypto fear all time high. The same setup that preceded every crypto bull market we've ever seen. I don't mind sounding crazy. I've been here before. Intro 00:00 What opportunity looks like 00:50 Cardano headlines 2:45 Midnight headlines 5:40 Crypto cycle 7:20 Cardano macro cycle 8:00 Cardano targets 10:15 Midnight targets 13:15

Dan Gambardello

29,212 Aufrufe • vor 6 Monaten

If you watch this 8 minute 36 second video, it's tough to ignore the setup that is before us... Right Now The Most Important Crypto Signals Aren't In Crypto And Here Is A Signal That Hasn't Failed Since 1990's While... Russell pushes 3-year resistance. PMI bottoming. QT ending. Liquidity starting to move. This is the exact combo that has marked the beginning of every expansion cycle...and crypto is coiled to react...
8:36

If you watch this 8 minute 36 second video, it's tough to ignore the setup that is before us... Right Now The Most Important Crypto Signals Aren't In Crypto And Here Is A Signal That Hasn't Failed Since 1990's While... Russell pushes 3-year resistance. PMI bottoming. QT ending. Liquidity starting to move. This is the exact combo that has marked the beginning of every expansion cycle...and crypto is coiled to react...

Dan Gambardello

90,134 Aufrufe • vor 9 Monaten

the bottom line is that crypto is lagging and once the macroeconomic conditions that have driven every other bull cycle line up, there is an extremely strong possibility crypto will catch up, very fast. the frustration of it this cycle is how long it's all been contracted, but... it's not because crypto has failed. it's not because altcoins are useless it's not because crypto has lost narrative to ai... it's the business cycle and liquidity making its way down risk curve. we might come to find that ultra contraction equals ultra repricing. Intro 00:00 Altcoins lagging 1:00 4 year cycle breaking 1:40 S&P 2:10 Altcoins vs. S&P 4:00 Ethereum 6:40 Dogecoin 7:30 Cardano 10:10 Chanlink point 11:40 Something to consider 13:45
16:57

the bottom line is that crypto is lagging and once the macroeconomic conditions that have driven every other bull cycle line up, there is an extremely strong possibility crypto will catch up, very fast. the frustration of it this cycle is how long it's all been contracted, but... it's not because crypto has failed. it's not because altcoins are useless it's not because crypto has lost narrative to ai... it's the business cycle and liquidity making its way down risk curve. we might come to find that ultra contraction equals ultra repricing. Intro 00:00 Altcoins lagging 1:00 4 year cycle breaking 1:40 S&P 2:10 Altcoins vs. S&P 4:00 Ethereum 6:40 Dogecoin 7:30 Cardano 10:10 Chanlink point 11:40 Something to consider 13:45

Dan Gambardello

14,847 Aufrufe • vor 3 Monaten

QT officially ended December 1st. But don't expect crypto to pump immediately. I wanted to look at how liquidity actually flows after QT ends and there's a sequence to it. 2019: QT ended around September. Around that time, the repo market got destroyed. The Fed had to inject emergency liquidity. Crypto kept falling. Altcoin bottom didn't come until December. Thankfully, the Fed seems to have a better grip this cycle. They ended QT earlier than expected specifically to avoid that kind of stress. We just need to understand that QT ending is just the "stop" signal. The drain stops. The system stabilizes. But that's not the "go" signal. The "go" signal is when real demand returns. Credit rotating. PMI moving into expansion. That's when liquidity actually flows into risk assets...and crypto is at the far end of that curve. Right now, PMI just actually ticked down to 48.2. Still contracting. We have the stop. We don't have the GO yet. I mapped out the 4-phase sequence and what to watch for:
11:11

QT officially ended December 1st. But don't expect crypto to pump immediately. I wanted to look at how liquidity actually flows after QT ends and there's a sequence to it. 2019: QT ended around September. Around that time, the repo market got destroyed. The Fed had to inject emergency liquidity. Crypto kept falling. Altcoin bottom didn't come until December. Thankfully, the Fed seems to have a better grip this cycle. They ended QT earlier than expected specifically to avoid that kind of stress. We just need to understand that QT ending is just the "stop" signal. The drain stops. The system stabilizes. But that's not the "go" signal. The "go" signal is when real demand returns. Credit rotating. PMI moving into expansion. That's when liquidity actually flows into risk assets...and crypto is at the far end of that curve. Right now, PMI just actually ticked down to 48.2. Still contracting. We have the stop. We don't have the GO yet. I mapped out the 4-phase sequence and what to watch for:

Dan Gambardello

44,081 Aufrufe • vor 9 Monaten

If you think the 4-year crypto cycle is real, then you should probably just sell everything now and set a reminder to buy back in October 2026. That's the logical conclusion if crypto truly follows a predictable calendar. Also, if 4 year cycle is right, altcoins are done! But if crypto is following the business cycle, then not even btc has had its real bull market yet. Intro 00:00 Fundamentals 1:30 But BTC had its bull market 2:25 Altcoins are done then… 5:00 The real bull market hasn't started 7:30
12:26

If you think the 4-year crypto cycle is real, then you should probably just sell everything now and set a reminder to buy back in October 2026. That's the logical conclusion if crypto truly follows a predictable calendar. Also, if 4 year cycle is right, altcoins are done! But if crypto is following the business cycle, then not even btc has had its real bull market yet. Intro 00:00 Fundamentals 1:30 But BTC had its bull market 2:25 Altcoins are done then… 5:00 The real bull market hasn't started 7:30

Dan Gambardello

59,967 Aufrufe • vor 1 Monat

Everyone's blaming Michael Saylor for this drawdown. Jamie Coutts looked at the data and came to a different conclusion: "#Bitcoin didn't top because of MicroStrategy." Jamie Coutts (Jamie Coutts CMT) is chief crypto analyst at Real Vision and one of the most rigorous liquidity researchers in the space. He joined me to explain the one force that actually drives this market: "Global liquidity is the main driver of all asset prices." We cover: - Why we're really in a bear market — a lack of demand, not one company: long-term holders selling peaked in Q3 last year, a classic cycle-top signal - His honest miss: his cycle risk model flagged the top, but he read it as a 30-40% correction — "it ended up being the cycle top" - Where the liquidity actually went: AI hyperscalers cutting buybacks and issuing debt, the SpaceX listing, and "the granddaddy of all" — record US government issuance - The debasement math: debt growing faster than liquidity, why "something's got to give," and why more liquidity has to enter this year or next - His warning: it often requires things to get worse before they get better - The 12-month playbook: tokenization and AI agents as the two demand drivers, and why supply discipline meeting real demand would be a first for crypto Thanks to Jamie for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their 8% Deposit bonus with the link in the comment tweet. Timestamps: 00:45 - Michael Saylor's Impact on Bitcoin 02:47 - Global Liquidity, Debt and Interest Rates 09:02 - Bitcoin, AI and the Agentic Era 14:49 - Navigating Economic Uncertainty 30:37 - The Future of Crypto: Supply and Demand 39:00 - Bitcoin, Altcoins and Market Risk 46:33 - NEAR Protocol and Interoperability 52:05 - Zcash and Privacy Coins 54:55 - Market Momentum and Investment Strategy
1:01:49

Everyone's blaming Michael Saylor for this drawdown. Jamie Coutts looked at the data and came to a different conclusion: "#Bitcoin didn't top because of MicroStrategy." Jamie Coutts (Jamie Coutts CMT) is chief crypto analyst at Real Vision and one of the most rigorous liquidity researchers in the space. He joined me to explain the one force that actually drives this market: "Global liquidity is the main driver of all asset prices." We cover: - Why we're really in a bear market — a lack of demand, not one company: long-term holders selling peaked in Q3 last year, a classic cycle-top signal - His honest miss: his cycle risk model flagged the top, but he read it as a 30-40% correction — "it ended up being the cycle top" - Where the liquidity actually went: AI hyperscalers cutting buybacks and issuing debt, the SpaceX listing, and "the granddaddy of all" — record US government issuance - The debasement math: debt growing faster than liquidity, why "something's got to give," and why more liquidity has to enter this year or next - His warning: it often requires things to get worse before they get better - The 12-month playbook: tokenization and AI agents as the two demand drivers, and why supply discipline meeting real demand would be a first for crypto Thanks to Jamie for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their 8% Deposit bonus with the link in the comment tweet. Timestamps: 00:45 - Michael Saylor's Impact on Bitcoin 02:47 - Global Liquidity, Debt and Interest Rates 09:02 - Bitcoin, AI and the Agentic Era 14:49 - Navigating Economic Uncertainty 30:37 - The Future of Crypto: Supply and Demand 39:00 - Bitcoin, Altcoins and Market Risk 46:33 - NEAR Protocol and Interoperability 52:05 - Zcash and Privacy Coins 54:55 - Market Momentum and Investment Strategy

Michaël van de Poppe

107,207 Aufrufe • vor 1 Monat

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.
3:32

BREAKING: The new Fed Chair just signaled a major shift. Kevin Warsh says QE is fueling inflation. The Fed's massive balance sheet is part of the problem. "The Fed should exit markets outside of crises." This is not Powell talking. This is a completely different philosophy. Powell printed. Warsh wants to stop. Powell expanded the balance sheet. Warsh wants to shrink it. $6,700,000,000,000 in Fed assets. Warsh just told you that number needs to come down. - Less liquidity. - Higher rates for longer. - Risk assets reprice. The market has been betting on easy money. The new Fed Chair just bet against it. Everything changes on today.

Crypto Tice

968,892 Aufrufe • vor 3 Monaten

The Russell 2000 is breaking out of a multi-year range right as QT ends and the PMI approaches expansion territory. This is the same setup that preceded every major risk-on rotation going back decades. Small caps lead. Then crypto follows. But there's one thing I can't stop thinking about. Last cycle, we had this exact setup in late 2019. QT ended. PMI was turning. Russell starting to move. The ingredients were there. Then March 2020 happened... I'm not saying a black swan is going to happen. But I can't stop thinking about how it happened last cycle right at this moment. Either way...whether we get a clean business cycle expansion or something forces even more aggressive policy response, the macro is pointing the same direction. Intro 00:00 Russell 2000 meaning 00:30 Here’s the move we wait for 2:15 itrustcapital 5:00 The crypto concern 5:35
11:01

The Russell 2000 is breaking out of a multi-year range right as QT ends and the PMI approaches expansion territory. This is the same setup that preceded every major risk-on rotation going back decades. Small caps lead. Then crypto follows. But there's one thing I can't stop thinking about. Last cycle, we had this exact setup in late 2019. QT ended. PMI was turning. Russell starting to move. The ingredients were there. Then March 2020 happened... I'm not saying a black swan is going to happen. But I can't stop thinking about how it happened last cycle right at this moment. Either way...whether we get a clean business cycle expansion or something forces even more aggressive policy response, the macro is pointing the same direction. Intro 00:00 Russell 2000 meaning 00:30 Here’s the move we wait for 2:15 itrustcapital 5:00 The crypto concern 5:35

Dan Gambardello

51,808 Aufrufe • vor 7 Monaten

The rate cut isn’t the real story today. Everyone is staring at the Fed short term headlines which ultimately do not matter…meanwhile the actual macro signals are flashing. The Russell 2000 is breaking into all-time-high territory. That’s the chart that maps directly to business activity, PMI expansion, and liquidity rotations. And every time this happens near the end of a tightening cycle, it leads into a full-on altcoin expansion cycle. Add in a transitioning Fed, a pro-growth policy shift coming in 2026, QT ending, and Ethereum pressing a multi-year breakout…and the setup is epic. If you’re an altcoin holder, this is the moment to pay attention. Intro 00:00 The real FED news to watch 1:40 Russell 2000 4:55 Altcoins 7:20 Ethereum 9:05
12:20

The rate cut isn’t the real story today. Everyone is staring at the Fed short term headlines which ultimately do not matter…meanwhile the actual macro signals are flashing. The Russell 2000 is breaking into all-time-high territory. That’s the chart that maps directly to business activity, PMI expansion, and liquidity rotations. And every time this happens near the end of a tightening cycle, it leads into a full-on altcoin expansion cycle. Add in a transitioning Fed, a pro-growth policy shift coming in 2026, QT ending, and Ethereum pressing a multi-year breakout…and the setup is epic. If you’re an altcoin holder, this is the moment to pay attention. Intro 00:00 The real FED news to watch 1:40 Russell 2000 4:55 Altcoins 7:20 Ethereum 9:05

Dan Gambardello

65,156 Aufrufe • vor 8 Monaten

2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ CrossBorder Capital/ GLIndexes The Fed ended QT. QE is quietly coming back. Yet liquidity is still tightening. Michael Howell explains why 2026 could bring a strong economy but weaker markets, and why most investors are watching the wrong signal. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:28 – QT Ends: What It Means for Liquidity 05:02 – The TGA Explained: Where Liquidity Is Going 12:18 – 2026 Liquidity Outlook: Up or Not Enough? 16:19 – Reserve 16:44 – New Fed Chair: Does Policy Change? 23:21 – From Fed QE to Treasury QE 31:16 – Strong Economy, Weak Markets? 32:16 – Inflation vs AI: Who Wins? 36:14 – Midterms: Pivot Back to Wall Street? 41:50 – Is Global Liquidity Peaking? 51:25 – Wrap-Up
52:21

2026 Liquidity Outlook: Is the Global Liquidity Cycle Past Its Peak? w/ CrossBorder Capital/ GLIndexes The Fed ended QT. QE is quietly coming back. Yet liquidity is still tightening. Michael Howell explains why 2026 could bring a strong economy but weaker markets, and why most investors are watching the wrong signal. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:28 – QT Ends: What It Means for Liquidity 05:02 – The TGA Explained: Where Liquidity Is Going 12:18 – 2026 Liquidity Outlook: Up or Not Enough? 16:19 – Reserve 16:44 – New Fed Chair: Does Policy Change? 23:21 – From Fed QE to Treasury QE 31:16 – Strong Economy, Weak Markets? 32:16 – Inflation vs AI: Who Wins? 36:14 – Midterms: Pivot Back to Wall Street? 41:50 – Is Global Liquidity Peaking? 51:25 – Wrap-Up

Milk Road Macro

30,962 Aufrufe • vor 8 Monaten

Here is why the bear market narrative is wrong, explained in 3 minutes. Intro 00:00 DXY 00:25 QT cycles 1:00 Business Cycle 1:30 Post QT dip 2:45 Just my opinion. Please try not to get worked up about it. And have a good day.
2:59

Here is why the bear market narrative is wrong, explained in 3 minutes. Intro 00:00 DXY 00:25 QT cycles 1:00 Business Cycle 1:30 Post QT dip 2:45 Just my opinion. Please try not to get worked up about it. And have a good day.

Dan Gambardello

30,757 Aufrufe • vor 7 Monaten

Gold is up around 70% in last year and crypto has done nothing. And somehow this is the most bullish chart we've seen since last cycle. Not because anyone is being blindly bullish. But because we've seen this exact thing play out before, and we just have to look back at what it leads to. Last cycle...QT drains $673B. Fed pivots. Gold runs to ATHs while Bitcoin does nothing. Everyone thought it's gameover for crypto. Then crypto explodes out of no where. Well now, we just finished a $2.43 TRILLION drain. The largest ever. Gold isn't leaving Bitcoin behind, but it is creating the setup for a bitcoin and crypto bull move. One that we've seen before. Intro 00:00 This happened before 1:20 The tariff playbook 2:10 Liquidity injections 4:25 Gold vs. crypto 6:15
10:30

Gold is up around 70% in last year and crypto has done nothing. And somehow this is the most bullish chart we've seen since last cycle. Not because anyone is being blindly bullish. But because we've seen this exact thing play out before, and we just have to look back at what it leads to. Last cycle...QT drains $673B. Fed pivots. Gold runs to ATHs while Bitcoin does nothing. Everyone thought it's gameover for crypto. Then crypto explodes out of no where. Well now, we just finished a $2.43 TRILLION drain. The largest ever. Gold isn't leaving Bitcoin behind, but it is creating the setup for a bitcoin and crypto bull move. One that we've seen before. Intro 00:00 This happened before 1:20 The tariff playbook 2:10 Liquidity injections 4:25 Gold vs. crypto 6:15

Dan Gambardello

62,328 Aufrufe • vor 7 Monaten

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

225,171 Aufrufe • vor 7 Monaten