Every Zipp story tagged #MacroLiquidity, newest first.
An unchanged rate decision still tightens: €39.4B of June runoff, another €31.1B pencilled in through July, and European banks pulling back on credit leave Bitcoin competing for scarcer capital at…
Bitcoin is holding near $65K with the 10-year at 4.57%, but a heavier coupon mix on Aug. 5 could lift term premiums and squeeze BTC's zero-coupon bid.
Hayes frames a future AI-driven crash as the trigger that forces central banks to restart liquidity printing, which he argues would reset Bitcoin's path toward $1M.
His argument hinges on roughly $1.5T in AI-related debt matching the rise in M2 since 2022, with the BIS, Apollo, and Gromen converging on the same diagnosis.
BitMEX co-founder blames AI-driven deflation — layoffs and debt defaults — for neutralising the money-printing tide that bull-case Bitcoin theses have ridden since 2020.
Meta's model layers the post-halving supply crunch, spot ETF demand, corporate treasury adoption and rate-cut liquidity — a $180K-$250K range if those four lines stay intact, with a $65K-$80K…
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