Every Zipp story tagged #MacroLiquidity, newest first.
The divergence makes the Treasury announcement a macro signal about currency value and liquidity, not a broad equity risk rally.
The Fear & Greed Index jumped 16 points to 62 in a single session, and a 0.01% funding rate says leverage isn't stretched the way it usually is at cycle tops, even with RSI at 77.9.
Both CEOs are publicly holding the line on the supply thesis while BTC has halved to $63,500 and M2 tops $100 trillion, a divergence they frame as cyclical, not structural.
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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