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Latest episode with Capital Flows & CrossBorder Capital/ GLIndexes Topics: -Why cross-border capital flows matter so much for liquidity -Why is X ignoring them? -Where the marginal liquidity is coming from right now -What the major macro risks are in 2026 -Are liquidity spigots really drying up? -What is...

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Pahueg (Less Noise More Signal)

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34,605 次观看 • 6 个月前 •via X (Twitter)

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🚨WHAT REALLY MOVES BITCOIN Michael Howell CrossBorder Capital/ GLIndexes says liquidity explains most of $BTC price movement. Not narratives. Not tech cycles. Not the halving. Watch the full video in the comments.
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🚨WHAT REALLY MOVES BITCOIN Michael Howell CrossBorder Capital/ GLIndexes says liquidity explains most of $BTC price movement. Not narratives. Not tech cycles. Not the halving. Watch the full video in the comments.

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This is my episode with CrossBorder Capital/ GLIndexes We discuss: -How are in the late innings of the liquidity cycle -How policymakers are trying to prolong it -How exactly a weakening dollar boosts global liquidity -Why stablecoins are not eurodollars -How they threaten bank credit creation -Why stablecoins empower governments as credit creators
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This is my episode with CrossBorder Capital/ GLIndexes We discuss: -How are in the late innings of the liquidity cycle -How policymakers are trying to prolong it -How exactly a weakening dollar boosts global liquidity -Why stablecoins are not eurodollars -How they threaten bank credit creation -Why stablecoins empower governments as credit creators

Pahueg (Less Noise More Signal)

41,057 次观看 • 1 年前

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
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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

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🚨THE REAL BITCOIN CYCLE Michael Howell CrossBorder Capital/ GLIndexes says $BTC cycles come from the fight between debt and liquidity. When that balance breaks Bitcoin moves. It is not the halving clock. It is the system stress signal. Watch the full video in the comments.👇
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🚨THE REAL BITCOIN CYCLE Michael Howell CrossBorder Capital/ GLIndexes says $BTC cycles come from the fight between debt and liquidity. When that balance breaks Bitcoin moves. It is not the halving clock. It is the system stress signal. Watch the full video in the comments.👇

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I sat down with CrossBorder Capital/ GLIndexes to understand why crypto fell off a cliff while Gold hit $5,000. A new episode of New Era Finance Podcast is live: In my conversation with Michael Howell, we go deep into: – why 2026 will NOT be a strong year for Bitcoin – the liquidity cycle that drives every crypto crash – "95% of people don't own assets; they're impoverished" – why China is secretly driving the gold rally – where to buy Bitcoin (hint: below $80K) A must-watch if you're wondering why your portfolio is bleeding and what comes next. Thanks to our sponsor, OKX Dutch! Get up to €100 in Bitcoin for free by signing up to OKX through the link here:

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Bitcoin Whales Dumping As Liquidity Crisis Hits | Willy Woo Reveals The Endgame 00:00 - Intro 01:40 - Brought to you by Binance 02:03 – Where’s Bitcoin Going Next? 03:12 – Cycles, Liquidity, and Investor Flows 05:28 – Tracking Bitcoin’s Capital Flows 07:49 – Macro Liquidity and Bitcoin Cycles 09:46 – Business Cycle Risks for Bitcoin 11:19 – Bitcoin: The Canary in Liquidity 13:11 – Whale Selling and Market Impact 14:35 – Altcoins, ETFs, and Capital Rotation 17:11 – Treasury Companies and Bitcoin Demand 18:08 – Are Bear Markets Inevitable? 19:16 – How Deep Could the Next Dip Be? 21:01 – Macro Catalysts and Bear Market Risks 24:21 – Bitcoin vs. Gold as Safe Haven 27:14 – Willy’s Early Bitcoin Journey 31:06 – Trading, Building, and Future of Bitcoin
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Bitcoin Whales Dumping As Liquidity Crisis Hits | Willy Woo Reveals The Endgame 00:00 - Intro 01:40 - Brought to you by Binance 02:03 – Where’s Bitcoin Going Next? 03:12 – Cycles, Liquidity, and Investor Flows 05:28 – Tracking Bitcoin’s Capital Flows 07:49 – Macro Liquidity and Bitcoin Cycles 09:46 – Business Cycle Risks for Bitcoin 11:19 – Bitcoin: The Canary in Liquidity 13:11 – Whale Selling and Market Impact 14:35 – Altcoins, ETFs, and Capital Rotation 17:11 – Treasury Companies and Bitcoin Demand 18:08 – Are Bear Markets Inevitable? 19:16 – How Deep Could the Next Dip Be? 21:01 – Macro Catalysts and Bear Market Risks 24:21 – Bitcoin vs. Gold as Safe Haven 27:14 – Willy’s Early Bitcoin Journey 31:06 – Trading, Building, and Future of Bitcoin

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Bitcoin should be the most used collateral asset in the world. Now with lstBTC, it can be. 💧 Secure custody. Real yield. Full liquidity. Capital-efficient Bitcoin is here. 🔶
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Bitcoin should be the most used collateral asset in the world. Now with lstBTC, it can be. 💧 Secure custody. Real yield. Full liquidity. Capital-efficient Bitcoin is here. 🔶

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🚨THE MONETARY HEDGES YOU NEED Governments solve debt by inflating it. Michael Howell CrossBorder Capital/ GLIndexes shows why gold and $BTC win in that world. Gold is up 12x in 25 years. Bitcoin is up far more. Gold x 27 gives you Bitcoin's price. Watch the full video in the comments.👇

Kyle Chassé 🐸

37,859 次观看 • 8 个月前

Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell CrossBorder Capital Fiscal dominance is real. The Fed isn’t in control anymore; the Treasury is. And that changes everything for crypto, gold, and rates. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:26 - Is the Liquidity Cycle Over or Just Getting Started? 04:17 - Fiscal Dominance Explained: Why Bond Market Stability Now Trumps Inflation 13:23 - Treasury QE & Monetary Inflation: The Risks No One’s Pricing In 19:15 - Nexo 19:49 - Figure Markets 20:24 - Why Refilling the Treasury General Account Could Trigger a Liquidity Shock & the Role of Stablecoins 26:25 - What Actually Drives Global Liquidity? Balance Sheet Capacity of Credit Providers 31:45 - China’s Massive Liquidity Injection: What It Means for Commodities and Global Markets 35:39 - How U.S. and Chinese Liquidity Policies Are Colliding & What Comes Next 43:00 - The Peak Is Near: Spotting the Liquidity Cycle Top and the $40T Refinancing Wall 46:06 - Positioning for What’s Coming: Inflation Hedges, TIPS, Crypto, and More 48:07 - Final Thoughts & Wrap-Up 49:24 - Hold your value. Hide your moves. Claim your $NIGHT airdrop now!
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Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell CrossBorder Capital Fiscal dominance is real. The Fed isn’t in control anymore; the Treasury is. And that changes everything for crypto, gold, and rates. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:26 - Is the Liquidity Cycle Over or Just Getting Started? 04:17 - Fiscal Dominance Explained: Why Bond Market Stability Now Trumps Inflation 13:23 - Treasury QE & Monetary Inflation: The Risks No One’s Pricing In 19:15 - Nexo 19:49 - Figure Markets 20:24 - Why Refilling the Treasury General Account Could Trigger a Liquidity Shock & the Role of Stablecoins 26:25 - What Actually Drives Global Liquidity? Balance Sheet Capacity of Credit Providers 31:45 - China’s Massive Liquidity Injection: What It Means for Commodities and Global Markets 35:39 - How U.S. and Chinese Liquidity Policies Are Colliding & What Comes Next 43:00 - The Peak Is Near: Spotting the Liquidity Cycle Top and the $40T Refinancing Wall 46:06 - Positioning for What’s Coming: Inflation Hedges, TIPS, Crypto, and More 48:07 - Final Thoughts & Wrap-Up 49:24 - Hold your value. Hide your moves. Claim your $NIGHT airdrop now!

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Bitcoin and the Nasdaq diverged. Why? Markets are now a political utility. Nasdaq NgU is state-sponsored. The US is distorting free market signals so capital floods into everything AI. Bitcoin is doing its job: reflecting fiat liquidity and protecting property rights. Patience.
1:30

Bitcoin and the Nasdaq diverged. Why? Markets are now a political utility. Nasdaq NgU is state-sponsored. The US is distorting free market signals so capital floods into everything AI. Bitcoin is doing its job: reflecting fiat liquidity and protecting property rights. Patience.

Jack Mallers

87,819 次观看 • 6 个月前

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 次观看 • 8 个月前

The mid-curve is buying Bitcoin again. They are mistaking a temporary relief bounce for a macro reversal. The chart is just a textbook Bear Flag in an Elliott Wave Zigzag correction. This exact pattern was fully validated back in 2021. There is still massive downside room below. Let impatient capital act as exit liquidity first.
0:38

The mid-curve is buying Bitcoin again. They are mistaking a temporary relief bounce for a macro reversal. The chart is just a textbook Bear Flag in an Elliott Wave Zigzag correction. This exact pattern was fully validated back in 2021. There is still massive downside room below. Let impatient capital act as exit liquidity first.

Shawn

58,658 次观看 • 2 个月前

BITCOIN CIVIL WAR: Digital Cash vs Digital Capital Michael Saylor calls Bitcoin digital capital, but now says he is turning Bitcoin into money through digital credit. So what is Bitcoin really? Is it peer-to-peer digital cash meant to be spent, or pristine digital capital meant to be saved, collateralized, and used to attack the fiat system? In this video, Adam Livingston breaks down the ideological split inside Bitcoin between the digital cash camp and the digital capital camp, why both sides have strong arguments, and how Bitcoin may ultimately become cash because it first becomes the dominant form of capital.
13:06

BITCOIN CIVIL WAR: Digital Cash vs Digital Capital Michael Saylor calls Bitcoin digital capital, but now says he is turning Bitcoin into money through digital credit. So what is Bitcoin really? Is it peer-to-peer digital cash meant to be spent, or pristine digital capital meant to be saved, collateralized, and used to attack the fiat system? In this video, Adam Livingston breaks down the ideological split inside Bitcoin between the digital cash camp and the digital capital camp, why both sides have strong arguments, and how Bitcoin may ultimately become cash because it first becomes the dominant form of capital.

Swan

13,564 次观看 • 3 个月前

Bitcoin is 87% correlated to global liquidity. The NASDAQ is 97% correlated. Which tells you something most people never realise. These assets are not really trading on earnings, or news, or whatever the story of the week is. They’re tracking the amount of money in the system. Bitcoin just swings harder around that line, because on top of liquidity it is young, volatile, emotional, and still riding a network adoption curve. Sometimes it runs hot. Sometimes it runs cold. Right now it is running cold, so people think something is broken. Nothing is broken. It’s doing exactly what it always does. So here is the question. If these assets track liquidity this closely... what if t you could forecast liquidity itself? Well, actually, you can. As I lay out in my Everything Code framework, liquidity is driven by the debasement of currency, and debasement can be forecast years ahead, because the interest payments that drive it are already known today and they lead liquidity by around three years. Bonkers.
1:07

Bitcoin is 87% correlated to global liquidity. The NASDAQ is 97% correlated. Which tells you something most people never realise. These assets are not really trading on earnings, or news, or whatever the story of the week is. They’re tracking the amount of money in the system. Bitcoin just swings harder around that line, because on top of liquidity it is young, volatile, emotional, and still riding a network adoption curve. Sometimes it runs hot. Sometimes it runs cold. Right now it is running cold, so people think something is broken. Nothing is broken. It’s doing exactly what it always does. So here is the question. If these assets track liquidity this closely... what if t you could forecast liquidity itself? Well, actually, you can. As I lay out in my Everything Code framework, liquidity is driven by the debasement of currency, and debasement can be forecast years ahead, because the interest payments that drive it are already known today and they lead liquidity by around three years. Bonkers.

Raoul Pal

280,840 次观看 • 21 天前

Bitcoin is Suffering From Capital Rotation Michael Saylor (Michael Saylor) notes that capital markets have deployed approximately $400B into the AI sector over the last six months, triggering a massive liquidity rotation away from digital assets. Market data and institutional filings confirm roughly $4B in outflows from $BTC ETFs since May 14, placing significant downward pressure on the $BTC price action. He added, "This is a capital rotation, not a Bitcoin impairment." What do you think?
0:30

Bitcoin is Suffering From Capital Rotation Michael Saylor (Michael Saylor) notes that capital markets have deployed approximately $400B into the AI sector over the last six months, triggering a massive liquidity rotation away from digital assets. Market data and institutional filings confirm roughly $4B in outflows from $BTC ETFs since May 14, placing significant downward pressure on the $BTC price action. He added, "This is a capital rotation, not a Bitcoin impairment." What do you think?

BSCN

10,628 次观看 • 2 个月前

THE ROTATION HAS STARTED. Bitcoin and Ethereum are decoupling from U.S. equities in real time. Everyone is focused on the headlines: CLARITY Act. Pro-Bitcoin Fed Chair. Digital Asset Reserve. All bullish. None of them matter. What matters: BTC and ETH are cheap. Equities are overvalued. Capital flows from overvalued to undervalued. Always. Most will realize it too late. Are you positioned?
0:32

THE ROTATION HAS STARTED. Bitcoin and Ethereum are decoupling from U.S. equities in real time. Everyone is focused on the headlines: CLARITY Act. Pro-Bitcoin Fed Chair. Digital Asset Reserve. All bullish. None of them matter. What matters: BTC and ETH are cheap. Equities are overvalued. Capital flows from overvalued to undervalued. Always. Most will realize it too late. Are you positioned?

Merlijn The Trader

62,587 次观看 • 2 个月前

TFTC 776 w/ CrossBorder Capital/ GLIndexes: "We're tracking late 2021, early 2022 almost perfectly and it's not gonna be good for risk assets that haven't priced this in yet." We discuss: ⚡ Why the Fed is trapped ⚡ The $40T debt spiral ⚡ Bitcoin's 8x edge over gold
1:04:13

TFTC 776 w/ CrossBorder Capital/ GLIndexes: "We're tracking late 2021, early 2022 almost perfectly and it's not gonna be good for risk assets that haven't priced this in yet." We discuss: ⚡ Why the Fed is trapped ⚡ The $40T debt spiral ⚡ Bitcoin's 8x edge over gold

TFTC

12,645 次观看 • 18 天前