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NEW INTERVIEW with Real Vision's Chief Crypto Analyst, Jamie Coutts (Jamie Coutts CMT) is out now! Jamie said, "Altseason, as it has previously been defined, is NEVER COMING BACK." Trust me, you will enjoy this one...

30,861 次观看 • 8 个月前 •via X (Twitter)

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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 次观看 • 1 个月前