Michael Howell's Liquidity Framework: Why $BTC Is Winning & Will Keep Winning @crossbordercap
The global liquidity cycle runs on a 65-month rhythm.
We’re 50 months in.
What comes next?
Tune in to know more
⏱ TIME POINTS ⏱
00:00 - Intro
01:46 - What’s the most important force driving capital markets today?
06:39 - Michael Howell’s macro outlook for the rest of 2025
15:45 - How does liquidity impact financial crises?
19:29 - Where we are in the global liquidity cycle
24:15 - Will the Fed be forced to reverse course on QT?
27:14 - Is China devaluing the yuan via gold on purpose?
33:45 - Ledn
34:21 - Coinshift
35:02 - Michael’s $BTC thesis
38:55 - Will $BTC drop to $70K or break to new all-time highs?
40:38 - https://t.co/xmIgrN93C7
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People all over Europe:
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People all over US:
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The europeans look better;
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