Why Bitcoin Is a Leveraged Bet on Global Liquidity: Bits + Bips
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Is Bitcoin’s price all about
Is Bitcoin’s price all about global liquidity? The gang weighs in on liquidity cycles, Solana token unlocks, the Fed’s surprising rate cuts, and bitcoin ETF options.
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In this episode of Bits + Bips, hosts James Seyffart, Alex Kruger, and Joe McCann are joined by Sam Callahan of The NewsBlock to explore how macroeconomic factors and liquidity conditions are driving Bitcoin’s price. They dive into the Federal Reserve's recent rate cuts, the impact of Solana's token unlocks, and why many investors are concerned about a potential liquidity crunch. Plus, the panel discusses whether Bitcoin’s price is increasingly dependent on global M2 money supply, and how BlackRock’s Bitcoin ETF options could impact the market.
Is Bitcoin simply a leveraged macro bet? And could Solana’s unlocks cause a price squeeze?
Show highlights:
🔹 Alex and Joe’s takeaways from Token 2049 and Solana Breakpoint
🔹 Why there’s so little attention on Bitcoin at these conferences
🔹 The SOL vs. ETH trade debate
🔹 Why Sam thinks that the Fed cut rates to help the Treasury
🔹 Whether they think inflation will persist
🔹 How China's rate cuts aim to boost its economy amidst export challenges
🔹 How Bitcoin's correlation with global liquidity can break down during speculative bull runs, despite its typical sensitivity to liquidity conditions
🔹 The pros and cons of the approval of Bitcoin ETF options
🔹 Why fears about BlackRock and Coinbase's bitcoin holdings are unfounded, according to James
Sponsors:
➡️ Gemini gemini.com/unchained
➡️ Stellar stellar.org/
Hosts:
⭐️ James Seyffart, Research Analyst at Bloomberg Intelligence
⭐️ Alex Kruger, Founder of Asgard
⭐️ Joe McCann, Founder, CEO, and CIO of Asymmetric
Guest:
⭐️ Sam Callahan, Current Free Agent Analyst & Scribe of the NewsBlock
Timestamps:
00:00 Intro
02:55 Takeaways from Token 2049 and Solana Breakpoint
07:14 Little Bitcoin interest at conferences
12:23 The SOL vs. ETH trade debate
17:32 Sam’s view on the Fed’s rate cuts
28:55 Will inflation persist?
41:14 China’s rate cuts and economic boost
49:44 Bitcoin’s correlation with global liquidity
1:02:43 Pros and cons of Bitcoin ETF options
1:13:23 BlackRock and Coinbase Bitcoin holdings fears
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#bitcoin #ethereum #crypto #cryptocurrencies
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در تاریخ 1403/07/05 منتشر شده
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