Part 7/14:
Liquidity Regimes and Market Impact
The host emphasizes that after a period of significant money withdrawal—around $2.4 trillion since 2022—the Fed halted QT in December 2024. This inflection point, coupled with the expectation of increased liquidity, could positively influence asset prices, especially Bitcoin, which previously hit record highs amidst liquidity withdrawal.
The host predicts that the upcoming years will see a renewed expansion of the money supply, which will likely boost Bitcoin toward $60K–$70K and beyond. They critique the recent struggles of altcoins, asserting that the broader crypto market has not been in a true bull phase, and much of Bitcoin’s recent strength has been driven by institutional flows, notably Michael Saylor and his corporate treasury strategies.