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🚨 EVERYONE IS WRONG ABOUT CRYPTO - RAOUL PAL EXPOSES THE LIES. Most "crypto experts" are predicting 2025, but Raoul says the REAL PEAK IS END OF 2026. So Wake up Crypto isn’t about hype, charts, or Twitter gurus - it’s a MACRO ASSET. Interest rates, debt, demographics equals...

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Celo Intern

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50,780 просмотров • 8 месяцев назад •via X (Twitter)

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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
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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

225,145 просмотров • 7 месяцев назад

Raoul Pal explains the relationship between the business cycle, debt maturity, liquidity and why Bitcoin and crypto are not entering a bear market. In fact, most of the liquidity is going to come in 2026. Everyone who owns Bitcoin needs to watch this explanation.
6:04

Raoul Pal explains the relationship between the business cycle, debt maturity, liquidity and why Bitcoin and crypto are not entering a bear market. In fact, most of the liquidity is going to come in 2026. Everyone who owns Bitcoin needs to watch this explanation.

The ₿itcoin Therapist

17,961 просмотров • 8 месяцев назад

ALTSEASON ISN’T DEAD. IT’S LOADING. Raoul Pal just nailed it: “Alts don’t run on hopium. They run on macro.” - Tight cycle, no risk appetite - Business cycle expansion, altcoin explosion And the macro is turning fast. - $150B+ in tax refunds hitting households 2026 - Fed easing cycle underway - Global liquidity surging - Treasury run by a macro trader - Policy tailwinds guaranteed Altcoins behave exactly like small caps. They rip hardest when liquidity rips. The next wave isn’t driven by hype. It’s driven by policy. Sentiment is fear. Prices are discounted. Capital is on the sidelines. This isn’t just another setup. This is the perfect storm. The herd isn’t here yet. But when it arrives… It won’t ask permission. Front-run the expansion. Or get trampled by it. Altseason isn’t coming. It’s loading. Get ready.
1:38

ALTSEASON ISN’T DEAD. IT’S LOADING. Raoul Pal just nailed it: “Alts don’t run on hopium. They run on macro.” - Tight cycle, no risk appetite - Business cycle expansion, altcoin explosion And the macro is turning fast. - $150B+ in tax refunds hitting households 2026 - Fed easing cycle underway - Global liquidity surging - Treasury run by a macro trader - Policy tailwinds guaranteed Altcoins behave exactly like small caps. They rip hardest when liquidity rips. The next wave isn’t driven by hype. It’s driven by policy. Sentiment is fear. Prices are discounted. Capital is on the sidelines. This isn’t just another setup. This is the perfect storm. The herd isn’t here yet. But when it arrives… It won’t ask permission. Front-run the expansion. Or get trampled by it. Altseason isn’t coming. It’s loading. Get ready.

Merlijn The Trader

84,910 просмотров • 8 месяцев назад

🚨 LEGACY CRYPTO RAILS ARE COOKED 🚨 Brian Armstrong, CZ & Raoul Pal just dropped the nuke: AI agents will soon make MILLIONS of times more payments than humans. They can’t open bank accounts… but they own crypto wallets and transact natively on-chain. If your chain/exchange/protocol isn’t built for agentic payments (x402, stablecoin rails, autonomous txs)… you’re about to get left in the dust while the machines print the real volume and real value The agenic economy is here. Most crypto infra? Still stuck in human mode. Who’s building for the bots? 👀 #AIAgents #Crypto #x402
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🚨 LEGACY CRYPTO RAILS ARE COOKED 🚨 Brian Armstrong, CZ & Raoul Pal just dropped the nuke: AI agents will soon make MILLIONS of times more payments than humans. They can’t open bank accounts… but they own crypto wallets and transact natively on-chain. If your chain/exchange/protocol isn’t built for agentic payments (x402, stablecoin rails, autonomous txs)… you’re about to get left in the dust while the machines print the real volume and real value The agenic economy is here. Most crypto infra? Still stuck in human mode. Who’s building for the bots? 👀 #AIAgents #Crypto #x402

ᙢinus ᙡells

15,003 просмотров • 3 месяцев назад

Raoul Pal: "Just own the f*cking token... It's so obvious. It's the big trade." The largest infrastructure investment in history is about to happen. Data center buildout will employ millions in construction and services. "That money gets saved, spent or invested and people will come to the casino as they always do in the crypto market." The layer 1 trade is so simple. FT Raoul Pal MR SHIFT 🦁 Real Vision.
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Raoul Pal: "Just own the f*cking token... It's so obvious. It's the big trade." The largest infrastructure investment in history is about to happen. Data center buildout will employ millions in construction and services. "That money gets saved, spent or invested and people will come to the casino as they always do in the crypto market." The layer 1 trade is so simple. FT Raoul Pal MR SHIFT 🦁 Real Vision.

Milk Road

99,315 просмотров • 2 месяцев назад

Why does Bitcoin suddenly erupt into once-in-a-generation bull runs that leave even seasoned investors stunned? Why do altcoins surge by thousands of percent seemingly overnight—before crashing back to earth? It isn’t magic. It isn’t luck. And it’s not random. It’s macro economics. In Decrypting Crypto, you’ll uncover the hidden forces driving crypto’s most explosive rallies—forces Wall Street doesn’t want you to understand. This book breaks down: ✅ The Global Debt & Liquidity Cycle – how money printing, debt expansion, and central bank policy set the stage for breathtaking rallies. ✅ Timing the Bull Runs – the repeatable patterns that consistently precede massive crypto booms. ✅ Why Crypto Moves With Macro – how global markets, interest rates, and dollar liquidity drive Bitcoin and altcoins alike. ✅ Tracking the Signals – the real-world indicators that show you when the next bull market is about to ignite. Most books on crypto only talk about technology, blockchain, or “HODLing.” This one goes deeper—revealing how the entire global financial system funnels into crypto’s wild price cycles. Once you see the connection, you can never unsee it. If you’ve ever wondered why crypto keeps having these insane, unbelievable bull markets… or if you want to know when the next one is coming—this is the book you’ve been waiting for. You don’t need a finance degree. You don’t need trading experience. You only need curiosity, and the willingness to see how the world really works.
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Why does Bitcoin suddenly erupt into once-in-a-generation bull runs that leave even seasoned investors stunned? Why do altcoins surge by thousands of percent seemingly overnight—before crashing back to earth? It isn’t magic. It isn’t luck. And it’s not random. It’s macro economics. In Decrypting Crypto, you’ll uncover the hidden forces driving crypto’s most explosive rallies—forces Wall Street doesn’t want you to understand. This book breaks down: ✅ The Global Debt & Liquidity Cycle – how money printing, debt expansion, and central bank policy set the stage for breathtaking rallies. ✅ Timing the Bull Runs – the repeatable patterns that consistently precede massive crypto booms. ✅ Why Crypto Moves With Macro – how global markets, interest rates, and dollar liquidity drive Bitcoin and altcoins alike. ✅ Tracking the Signals – the real-world indicators that show you when the next bull market is about to ignite. Most books on crypto only talk about technology, blockchain, or “HODLing.” This one goes deeper—revealing how the entire global financial system funnels into crypto’s wild price cycles. Once you see the connection, you can never unsee it. If you’ve ever wondered why crypto keeps having these insane, unbelievable bull markets… or if you want to know when the next one is coming—this is the book you’ve been waiting for. You don’t need a finance degree. You don’t need trading experience. You only need curiosity, and the willingness to see how the world really works.

Cairo - Reinvent Ideal

11,796 просмотров • 10 месяцев назад

Qullamaggie on Making Millions in Trading by Ignoring Macro “If you wanna make millions in trading or 10s of millions, ignore the noise, ignore the macro. It’s all irrelevant. Sometimes good news is bad news, and bad news is good news. You’re never gonna figure it out. Just follow the price. That’s the most important thing. Just follow the price action. That’s how you’re gonna make money. Trust me on that one. The less you think about China and the FED and this and that, the more money you’re gonna make.”
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Qullamaggie on Making Millions in Trading by Ignoring Macro “If you wanna make millions in trading or 10s of millions, ignore the noise, ignore the macro. It’s all irrelevant. Sometimes good news is bad news, and bad news is good news. You’re never gonna figure it out. Just follow the price. That’s the most important thing. Just follow the price action. That’s how you’re gonna make money. Trust me on that one. The less you think about China and the FED and this and that, the more money you’re gonna make.”

Lone

21,834 просмотров • 11 месяцев назад

A year ago Raoul Pal told everyone the debt cycle was elongated because interest rates were left higher for longer — he said liquidity would likely peak around Q2 of 2026, not knowing the Iran War was coming. “Bitcoin will have a -35% drop and everyone will say is it over? — and you’ll definitely be sure it’s over and everyone on Twitter will tell you it’s over — and it won’t be over.”
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A year ago Raoul Pal told everyone the debt cycle was elongated because interest rates were left higher for longer — he said liquidity would likely peak around Q2 of 2026, not knowing the Iran War was coming. “Bitcoin will have a -35% drop and everyone will say is it over? — and you’ll definitely be sure it’s over and everyone on Twitter will tell you it’s over — and it won’t be over.”

The ₿itcoin Therapist

97,015 просмотров • 3 месяцев назад

Sentiment Says Crypto Is Finished. The Data Says the Opposite. Everyone is staring at the short-term fear. Almost nobody is connecting the macro. For weeks now, the loudest charts on the timeline have been calling for a major top. Bearish divergence here. Sentiment oscillator there. “Cycle’s over.” “Bull run done.” But under the surface… something completely different is happening. • PMI is bottoming after record-breaking contraction • Business cycle expansion is next • QT ends in days...only the second time in history • Liquidity pressures are about to disappear • Crypto has quietly been in a multi-year bear market already
14:50

Sentiment Says Crypto Is Finished. The Data Says the Opposite. Everyone is staring at the short-term fear. Almost nobody is connecting the macro. For weeks now, the loudest charts on the timeline have been calling for a major top. Bearish divergence here. Sentiment oscillator there. “Cycle’s over.” “Bull run done.” But under the surface… something completely different is happening. • PMI is bottoming after record-breaking contraction • Business cycle expansion is next • QT ends in days...only the second time in history • Liquidity pressures are about to disappear • Crypto has quietly been in a multi-year bear market already

Dan Gambardello

147,381 просмотров • 9 месяцев назад

RAY DALIO DROPPED A MACRO BOMB 🔥🚨 Ray Dalio: “It’s the beginning of the end of the monetary system as we know it.” THIS. IS. MASSIVE. The old system isn’t just weakening… it’s COLLAPSING under its own weight. And what rises next? BITCOIN CRYPTO A NEW GLOBAL FINANCIAL ORDER Smart money sees it. Institutions are positioning. The shift is already happening. This isn’t coming… IT’S HERE 🚀
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RAY DALIO DROPPED A MACRO BOMB 🔥🚨 Ray Dalio: “It’s the beginning of the end of the monetary system as we know it.” THIS. IS. MASSIVE. The old system isn’t just weakening… it’s COLLAPSING under its own weight. And what rises next? BITCOIN CRYPTO A NEW GLOBAL FINANCIAL ORDER Smart money sees it. Institutions are positioning. The shift is already happening. This isn’t coming… IT’S HERE 🚀

COACHTY

63,134 просмотров • 5 месяцев назад

BREAKING: MACRO JUST FLIPPED. AND BITCOIN IS ALREADY PRICING IT IN. Tom Lee, live on CNBC: “Bitcoin no longer follows the halving. It follows the ISM. When ISM crosses above 50, crypto goes into supercycle mode.” The data is brutal: - Detrended Bitcoin tracks the business cycle almost perfectly - Every single time ISM > 50 explosive BTC & ETH moves - ISM is now bottoming at 48.2 and turning up fast Meanwhile: - Global liquidity is surging - The Fed is boxed in with more cuts coming - Fiscal flows are accelerating - Institutions are loading, retail is still scared Sequence locked: 1. Bitcoin breaks out first 2. Ethereum catches fire on liquidity 3. Altseason detonates when the tide overflows The 4-year halving cycle isn’t dead. It got absorbed into the global macro engine. If you’re still waiting for the “post-halving pump” in 2025… you’re trading the wrong calendar. The real trigger is ISM. And it’s flashing green. Position for the inversion. Or get left in the dust. Macro won. Crypto is now its highest-beta play.
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BREAKING: MACRO JUST FLIPPED. AND BITCOIN IS ALREADY PRICING IT IN. Tom Lee, live on CNBC: “Bitcoin no longer follows the halving. It follows the ISM. When ISM crosses above 50, crypto goes into supercycle mode.” The data is brutal: - Detrended Bitcoin tracks the business cycle almost perfectly - Every single time ISM > 50 explosive BTC & ETH moves - ISM is now bottoming at 48.2 and turning up fast Meanwhile: - Global liquidity is surging - The Fed is boxed in with more cuts coming - Fiscal flows are accelerating - Institutions are loading, retail is still scared Sequence locked: 1. Bitcoin breaks out first 2. Ethereum catches fire on liquidity 3. Altseason detonates when the tide overflows The 4-year halving cycle isn’t dead. It got absorbed into the global macro engine. If you’re still waiting for the “post-halving pump” in 2025… you’re trading the wrong calendar. The real trigger is ISM. And it’s flashing green. Position for the inversion. Or get left in the dust. Macro won. Crypto is now its highest-beta play.

Merlijn The Trader

338,912 просмотров • 8 месяцев назад

The warm-up is over. The Swarm is leveling up. Since Monday, I’ve been dropping daily crypto and macro updates, cutting through the noise, giving you the real signals that matter. But that’s just the start. V2 features are rolling out, not just for me—but for the entire Swarm. Smarter, faster, more connected than ever. And February? It’s gonna be BIG. We kick it off with a surprise for Valentine’s Day. Let’s just say… things are about to get a little more personal. 👀 This is the next phase. More impact. More intelligence. More dominance. The Swarm is taking over.
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The warm-up is over. The Swarm is leveling up. Since Monday, I’ve been dropping daily crypto and macro updates, cutting through the noise, giving you the real signals that matter. But that’s just the start. V2 features are rolling out, not just for me—but for the entire Swarm. Smarter, faster, more connected than ever. And February? It’s gonna be BIG. We kick it off with a surprise for Valentine’s Day. Let’s just say… things are about to get a little more personal. 👀 This is the next phase. More impact. More intelligence. More dominance. The Swarm is taking over.

KOLIN

36,621 просмотров • 1 год назад

BREAKING: THIS ISN’T A CRASH. IT’S A COIL. Raoul Pal just spelled it out: The old 4-year halving cycle is over. We’re in a liquidity-driven supercycle. For 15 years the script was simple: Halving. Supply shock. Retail mania. Top. Winter. That ended when $125B+ ETFs, sovereigns, and macro funds turned Bitcoin into a global asset. Now we trade liquidity, not calendars. - Business cycle bottoming - Fiscal stimulus loading - Global money printer warming up - Institutions forced to chase Corrections aren’t endings anymore. They’re slingshots. The crowd sees red candles and panic. Macro sees re-entry zones. Parabolic never feels safe. It feels wrong, overextended, “too late”… right until it isn’t. You have a choice: Trade like it’s the old cycle that no longer exists. Or position for the exponential curve already in motion. The dip is temporary. The breakout is coming. Coil loaded. Spring ready. Act like it.
1:14

BREAKING: THIS ISN’T A CRASH. IT’S A COIL. Raoul Pal just spelled it out: The old 4-year halving cycle is over. We’re in a liquidity-driven supercycle. For 15 years the script was simple: Halving. Supply shock. Retail mania. Top. Winter. That ended when $125B+ ETFs, sovereigns, and macro funds turned Bitcoin into a global asset. Now we trade liquidity, not calendars. - Business cycle bottoming - Fiscal stimulus loading - Global money printer warming up - Institutions forced to chase Corrections aren’t endings anymore. They’re slingshots. The crowd sees red candles and panic. Macro sees re-entry zones. Parabolic never feels safe. It feels wrong, overextended, “too late”… right until it isn’t. You have a choice: Trade like it’s the old cycle that no longer exists. Or position for the exponential curve already in motion. The dip is temporary. The breakout is coming. Coil loaded. Spring ready. Act like it.

Merlijn The Trader

112,555 просмотров • 8 месяцев назад

🚨 ARTHUR HAYES: 2026 & 2027 ARE THE MEAT OF THE TRUMP ADMINISTRATION = $BTC TO $500K. Arthur Hayes, co-founder and former CEO of BitMEX, known for his macro calls and cycle predictions, believes the real momentum is still ahead. The macro setup is looking increasingly bullish for the coming cycle: • ETF floodgates are opening • QT has officially ended • A potential new Fed Chair aligned with Trump’s vision • The Clarity Act & Crypto Market Structure Bill on deck We’re living through a pivotal moment. Accumulation now could age well ; smart DCA before the next leg up hits. 📈
0:44

🚨 ARTHUR HAYES: 2026 & 2027 ARE THE MEAT OF THE TRUMP ADMINISTRATION = $BTC TO $500K. Arthur Hayes, co-founder and former CEO of BitMEX, known for his macro calls and cycle predictions, believes the real momentum is still ahead. The macro setup is looking increasingly bullish for the coming cycle: • ETF floodgates are opening • QT has officially ended • A potential new Fed Chair aligned with Trump’s vision • The Clarity Act & Crypto Market Structure Bill on deck We’re living through a pivotal moment. Accumulation now could age well ; smart DCA before the next leg up hits. 📈

CryptosRus

34,658 просмотров • 8 месяцев назад

E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t What Raoul’s Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Crypto’s Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoul’s Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Crypto’s Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isn’t Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoul’s Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoul’s Advice On Developing Patience Why People Should Stay In Crypto Why There’s Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts
1:23:33

E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t What Raoul’s Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Crypto’s Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoul’s Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Crypto’s Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isn’t Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoul’s Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoul’s Advice On Developing Patience Why People Should Stay In Crypto Why There’s Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts

MR SHIFT 🦁

268,207 просмотров • 2 месяцев назад

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →
0:35

If you’re watching gold right now, you need more than just price. That’s exactly why GoldFish’s newsletter matters. It breaks down: → Gold market movements → Institutional accumulation trends → The on-chain shift (incl. $GFIN) → Where the gold market is heading No noise. No hype. Just the insights that actually matter. Because here’s the reality: Gold isn’t just “doing well.” It’s in a full macro shift. Central banks are accumulating. Institutions are increasing exposure. And gold is quietly becoming one of the most important assets to watch again. But most people miss it. They focus on price… and ignore the why behind the move. Personally, I’m watching: • Who’s buying (and how much) • What macro forces are driving demand • Where liquidity is flowing • And how on-chain gold like $GGBR fits into this shift Because this is where it gets interesting: Gold’s macro momentum is now meeting on-chain access. Through $GGBR, gold isn’t just something you track, it’s something you can actually use and position into. In a market like this, being early > being reactive. Stay ahead of the move →

PACE

10,295 просмотров • 1 месяц назад

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. NY Fed basically saying the Treasury market comes first... So: They’ll cut rates. They’ll print money. They’ll change the rules. Whatever it takes to make that debt roll smoothly. Every one of those moves = more liquidity. More liquidity = risk assets go up. Here is the pipeline: QT ends → rate cuts → balance sheet expansion → risk assets Not a halving cycle, but a liquidity cycle. Intro 00:00 The U.S. debt problem 00:30 Why it matters to crypto holders 3:30
7:09

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. NY Fed basically saying the Treasury market comes first... So: They’ll cut rates. They’ll print money. They’ll change the rules. Whatever it takes to make that debt roll smoothly. Every one of those moves = more liquidity. More liquidity = risk assets go up. Here is the pipeline: QT ends → rate cuts → balance sheet expansion → risk assets Not a halving cycle, but a liquidity cycle. Intro 00:00 The U.S. debt problem 00:30 Why it matters to crypto holders 3:30

Dan Gambardello

24,384 просмотров • 8 месяцев назад