Liquidity Killed The BTC Cycle

We are no longer operating in the familiar 4-year cycle. The traditional halving math is obsolete because the speed of capital now dictates the market. Bitcoin is a global liquidity sponge.

When the Fed pivots, and major Asian markets ease policy, trillions are unleashed. Crucially, the US Treasury General Account (TGA) has morphed into a massive flood pump, injecting capital directly into the financial system.

Capital velocity has surpassed the clockwork pace of supply shocks. $BTC and $ETH were engineered to absorb this pressure like a black hole, making supply metrics secondary to monetary policy. This is not a supply game anymore; it is a liquidity war.

This is not financial advice.

#Liquidity #Macro #BTC #Fed #Crypto

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