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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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.
🔥 EPISODE LINK 🔥
CHECK OUT THE EPISODE LINKS AND DETAILS HERE
👉 https://unchainedcrypto.com/bits-bips/bits-bips-why-bitcoin-is-a-leveraged-bet-on-global-liquidity/  👈
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 http://gemini.com/unchained
➡️   Stellar  http://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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Youtube

Why Bitcoin Is a Leveraged Bet on Global Liquidity: Bits + Bips

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比特幣的價格是否完全取決於全球流動性?專家們就流動性週期、Solana代幣解鎖、美聯儲意外降息以及比特幣ETF期權等問題發表了看法。

在這一期的Bits + Bips節目中,主持人James Seyffart、Alex Kruger和Joe McCann受到了The NewsBlock的Sam Callahan的加入,他們探討了宏觀經濟因素和流動性條件如何推動比特幣價格。他們深入探討了美聯儲最近的降息、Solana代幣解鎖的影響,以及為什麼許多投資者擔心可能出現流動性緊縮。此外,小組還討論了比特幣價格是否越來越依賴於全球M2貨幣供給,以及BlackRock的比特幣ETF期權可能會如何影響市場。

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