Part 13/16:
He highlighted that the game-changing event could be a systemic break if liquidity dries up unexpectedly—potentially triggering a "great reset." Therefore, the prudent move is to position for continued liquidity support, even amid warnings of a coming downturn.
Geopolitical and Regulatory Factors
The discussion touched on regulatory shifts, particularly in the US. The upcoming regime change—potentially after November elections—may lead to a friendlier environment for ETFs, scaling solutions, and institutional adoption. The likelihood of SEC approvals for Bitcoin and Solana ETFs could propel prices higher beyond current levels.