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Macro Update
Here are this video’s topics of discussion:
I start with the recent price action in bitcoin, how our TBL Liquidity indicator set up the move, and what the strategy results on Pulse have looked like this year.
I then turn to what is actually keeping liquidity tight right now, including where the pressure is building overseas, and where Johan’s State Grid puts bitcoin today.
I close on the AI CapEx super cycle and the US economy, and why global macro now runs through this story.
Okay, on to today’s 28-minute video and TLDR summary.
If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section.
