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This is decision time for the Dollar...

We’ve just seen a break down from multi-year support, and if we sustain this breakdown it, the $DXY should continue rolling lower.

This is an aim of Bessent in an attempt to goose the business cycle and boost US exports, aligning perfectly with the push to incentivize corporations to bring their supply chains and factories back to the US.

A weaker dollar is a big tailwind for risk assets as it should cause an easing of financial conditions.
Maybe, just maybe, it was this easy...
💥WHALE ALERT:
A whale just opened a $200M LONG on $BTC with 40x leverage on Hyperliquid!
The Bitcoin price is mirroring global liquidity’s 84-day lead, meaning the next leg up is kicking off RIGHT NOW!

Also, Bessent just revealed that he has weekly breakfasts with Powell, and points to the Treasury’s “big toolkit” — hinting they could ramp up buybacks to prop up Treasuries in lieu of QE.

This is effectively “Not QE” but has the same impact: more liquidity injections under a different label.
POWELL (TONIGHT):

“Economic impact of tariffs likely larger than expected”

“Inflationary effects of tariffs may be more persistent”

“May find ourselves in a scenario with mandates in tension”

“We’re well‑positioned to wait for more clarity”

“Can’t have a strong labor market without price stability”

“Effects of policy will likely move the Fed away from its goals”

“We’ll be moving away from those goals for the rest of 2025, perhaps resume next year”

“Tariffs larger than we expected even in our upside case”

“Tariff shock pushes toward higher unemployment & higher inflation”

“Could well be in a situation where we need to make a difficult decision”

“Reserves are still abundant; not close to stopping balance‑sheet runoff”

“The slower we go, the smaller the sheet can get without disruption”

“The Fed is not going to be influenced by political pressure”
Global liquidity has just broken out from one of the largest contraction/consolidation phases we’ve seen in Bitcoin’s history.

It has surged to new all-time highs and looks set to continue on that trajectory.

Remember, the fiat, fractional-reserve, debt-based system can’t survive without ongoing liquidity injections and that means the system will keep finding ways to pump liquidity back in.
BREAKING: The ECB has officially CUT its Deposit Facility Rate by 25bps, bringing it down to 2.25%.

This marks the 7th Deposit Facility Rate cut in a row as the European Central Bank continues easing policy.
For the first time ever, in 2024…

Stablecoin transactions surpassed VISA volumes. Nearly $14 TRILLION moved through stablecoins!

On top of that, Tether became the 7th largest buyer of U.S. debt last year.

Widespread adoption is no longer a prediction - it’s already happening. Stablecoins will soon be what we all use to transact daily.

On a separate note: Stocks will soon trade on-chain as tokenized securities.

The rails are being built right now—this is your chance to front-run the next financial revolution.

Buy the infrastructure:
→ DeFi networks (move value)
→ Bitcoin (store of value)
The CNY/JPY weekly chart has formed a very obvious top and broke down from a multi‑year support - textbook head‑and‑shoulders breakdown.

If there is a particular nation selling treasuries, it looks like Japan, not China.

Japan is selling USD assets to shore up the ¥ which drives the Japanese Yen higher vs the Chinese Yuan.

This clears runway for China to re‑inflate while yields pop.

But the Federal Reserve stands ready to step in if Japan’s Treasury sales roil the market, and Treasury Secretary Scott Bessent has his “big toolkit” prepared - buybacks and targeted liquidity injections - to cap any surge in yields and aggressive drop in prices.

The perfect macro setup.
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Christine Lagarde just revealed the ECB will decide on whether or not to launch a CBDC by October 2025.

The goal? Total control over your spending & zero payment privacy.

This is a dangerous path and the only way for you to opt out is by owning commodities such as Bitcoin and Gold.
Bitcoin continues to mirror Global M2 with its classic 12‑week lag.

Aggressive upside potentially kicks off this upcoming week.
Bitcoin has confirmed breakout on the 4H timeframe from the neckline of the inverse head and shoulders after confirming a successful breakout from the symmetrical triangle that was being formed whilst forming the right shoulder.

The challenge will be to break $88.3k very soon which is the final short-term resistance that needs to be cleared.

Now moving to the daily chart…

We are also testing the neckline of a large double bottom pattern that has been formed.

What we need now is a daily candle close above $87.5k to confirm a breakout from the neckline.

If that happens, we should be eying $92k as the next strong point of interest as it is the previous range low.
Bitcoin has started to absolutely send as we are now back above $90,000!

Before celebrating, we need to see today’s daily candle close above $87,500 to confirm the breakout from the double bottom neckline – which is basically guaranteed at this point.

But the real challenge now is closing above $92K, the previous range low and now a major point of resistance.

If we can break and close today's daily candle above that...

It’s GO TIME.

It would also be confirmation that $BTC is following the Global M2 Money Supply with an 84-day lag (see chart 2)

Short-term target after confirmation: $99.5K previous mid-range

Beyond that...

We are targetting new ATH's

This move is fundamentally backed by global liquidity expansion.
BlockTalk
Bitcoin continues to mirror Global M2 with its classic 12‑week lag. Aggressive upside potentially kicks off this upcoming week.
We are continuing to mirror the Global M2 money supply with a perfect 12-week lag and the aggressive upside move on $BTC has officially started. 🚀

Bitcoin is not a risk-on asset.
Bitcoin is not a risk-off asset.
It’s a liquidity magnet.

When liquidity rises, $BTC follows.

And right now?
Global M2 and liquidity have broken out to parabolic new all-time highs

The dollar is rapidly weakening as well which is the driving factor.

Q2 will be explosive.
New ATHs by June looking more and more inevitable.