“THE BULLS ARE HERE! The Bull Market’s About to Get ABSOLUTELY INSANE – Lyn Alden & Raoul Pal #Finance

I never really try to predict a quarter or two ahead because there’s any number of idiosyncratic events um I I do think as we look out to 2025 um I’m pretty bullish if we do get kind of um that transition from Balance Sheet shrinking to to Balance

Sheet growing even if it’s not at a rapid Pace as those things occur you know later this year and then probably for the Balance Sheet next year um that should probably help Global Liquidity and and you know one one thing I point out a number of times

is that the the best correlate that I’ve SE for bitcoin price is global Liquidity probably Global Liquidity go higher in 2025 um and given all the other characteristics we see about Bitcoin at the time I’m pretty bullish Lyn Olden is a renowned macro

analyst investment strategist and sound money Advocate Olden is a strong Bitcoin Bull and has become even more bullish on the leading Cryptocurrency as a result of what she describes as

several bullish factors aligning for a super bullish year for Bitcoin in 2025 like many other prom investors and analysts in the space Alden is looking forward to a very busy year for Bitcoin the US economy and the global economy the primary reason for alden’s bullishness is global

Liquidity like real Vision founder and CEO rul pal Alden is looking forward to a massive explosion in global Liquidity in 2025 beginning with the US Federal Reserve and other major central banks announcing rate Cuts later this year Alden predicts that this coming

massive Liquidity pump coupled with other bullish factors including the spot Bitcoin ETFs which have been taking in billions of dollars from traditional investors will

contribute to significantly higher prices for Bitcoin in 2025 in a recent interview with Natalie Brunell Olden comments on the recent meltdown in the global stock Markets the panicked

reaction to it and why the Markets recovered so quickly according to alen the whole Japanese carry trade issue was completely blown out of proportion which is why the market reaction was

instantaneous and the recovery just as immediate with that now fully behind us Alden is predicting nothing but bull for Bitcoin in the coming months especially after central banks start cutting and the expected Liquidity spikes begin as we bring you clips from insightful discussion

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algorithm and contributes to the Channel’s growth thanks and enjoy the CashNews.co two different time frames there I I never really try to predict a quarter or two ahead because there’s any number of idiosyncratic events um I I do think as we look out to 2025 um I’m pretty bullish

um I don’t really have a strong opinion for the remainder of this year we were kind of trading in that 60 to 70,000 range for a while lately we’ve been dipping into the upper 50s which is not not great um but I think that you know especially once we turn to a more pr-

Liquidity environment if we see the FED eventually layering in some gradual rate cuts um if we do get kind of um that transition from Balance Sheet shrinking to to Balance Sheet growing even if it’s not at a rapid Pace as those things occur

you know later this year and then probably for the Balance Sheet next year um that should probably help Global Liquidity and and you know one one thing I point out a number of times is that the the best correlate that I’ve seen for bitcoin price is global

Liquidity it’s not the only correlate but it’s among things I track that’s both both logically and then in practice one of the better correlates and since I expect probably Global Liquidity go higher in 2025 um and given all the other

characteristics we see about Bitcoin at the time I’m pretty bullish as far as those really long-term forecasts one thing to keep in mind is that they were not like Inflation adjusted Michael sailor for example he gave that talk about the I think the 21y year Price Forecast

which is a nice touch um and like if I recall correctly his base case was something like Bitcoin becomes 7% of global Assets up from effectively like a you know tenth of a percent or whatever it is now um and so while that is obviously a huge run up that’s basically a 70x

appreciation in terms of percentage of total Assets it’s not as though Bitcoin has taken over the world in that scenario so basically in 21 years um you know can it can it go from 0.1% to 7% I I don’t really view that as like an outrageous um Poss possibility um and

that was his that was his based case and the way that that you kind of can arrive at that is something you know now depending on what source you reference total Global Assets are you know somewhere close to a quadrillion dollars which is a really funny number a thousand trillions

um I think it’s something like n 900 trillion right that’s that’s kind of the Baseline and over time when you go through growth and Inflation for another 21 years um that number is going to be a lot higher that’s going to be number of quadrillions like a

thousands of trillions and then as Bitcoin goes from you know what whatever tiny sub 1% It is now up to you know some you know presumably higher number of percentage that’s how you get those multi-million dollar numbers uh even though in Inflation adjusted terms um you mean

it’s obviously a lot of appreciation but it’s it depends how bullish you are I I’m not particularly surprised where we are now though um because going back to my prior um point about correlating with global Liquidity Global Liquidity has been flat

for like two years um so the fact that bitcoin’s chopping around uh at least on on that historic metric does make a lot of sense you know when we entered this year I expected to be higher um but not necessarily new highs so we got those at least you know we nominally touched new highs uh even

though we’re not at them currently um and my my bullish just really extends into 2025 um and is is kind of um riant on on that that rough timeline of fed easing and then going back to structural you know if basically if I thought that the deficits were going to shrink or if I thought that the

Fed was going to be able to stay tighter for longer then it might have to push back my bullish Bitcoin forecast um because we’re basically we’re basically comparing exchange rates between two types of money so the the fundamentals of both monies matter um but based on the timeline I see

I’m I’m fairly constructive for for next year Lin olden’s analysis about a coming spike in global Liquidity fits perfectly with rul Pal’s everything code thesis about central banks having to consistently prop up their respective economies by periodically

printing money to avoid the widespread sovereign Debt collapse we came very close to during the great financial crisis pal believes we can accurately time the bull and bare none;">Markets just by following the activities of central banks in her interview with Natalie Alden explains that the Apex banks have been withdrawing Liquidity for the the past 2 years and the text-decoration: none;">Markets can’t bear the pressure for longer before something really serious happens for alen this means the quantitive tightening measures are almost over and it’s time for some much needed easing to stop things from getting too heated however while Olden

predicts that this will be very good for Bitcoin and by extension other Cryptocurrencies she says it might not make much difference to other asset classes here are more clips from the

interview yeah so my expectation unless something dramatic happens you Markets are levered and fragile enough that that’s always possible but assuming nothing dramatic happens I would

expect a kind of a mild rate cutting cycle so fa fairly modest rate Cuts uh maybe next meeting maybe the meeting after that um we’ll see what happens with with incoming economic data and CPI prints um and other than psychological I don’t think it’s that big of a deal uh if we get

those mild cuts and the reason for that is kind of similar to why rate uh hikes had kind of um weaker effects than many people expected on their way up which is to say that a lot of people locked in really low fixed rate Debt um and so if mortgage rates or short-term lending rates

or business rates whatever the case may be if that if that goes down a little bit um it doesn’t really change too much the people still have their locked in Debt they’re not going to re#1a73e8; text-decoration: none;">Finance that for the most part you’re not going to get a big uh mortgage refinancing boom uh from anything less than probably like a 100 basis points of cutting um and so I I just don’t think it’s that um big of an impact and I think

in general PE people keep overestimating the importance of the fed and underestimating the importance of of fiscal basically deficits versus Surplus in this case very large deficits I I continue to view that as a much bigger Factor than around the margins things that the FED does now of course if

they were to come out tomorrow and cut rates to zero that that would be a that’ be a huge impact but if they just start a gradual um rate cutting cycle I I think it’s it’s somewhat overblown what the impact would be when they cut I feel like that’s when the market tended to

crash um so does that typically happen uh yeah not but it’s not causal it’s not like cutting it makes it crash it’s that usually something bad is happening you generally a softening economy or or some sort of like you know Liquidity crisis or something and so they

cut rates in response to that but then also asset prices are not doing very well because they have lower expected earnings because of a potential recession or a softer economy and so normally uh rate rate cuts are not very good for market prices um this one could be different in the sense that um

they’re coming down from higher than normal levels at least in in modern times with the amount of Debt we have and so going from high to kind of normal is different than going from say normal to low because of a economic softness basically if the economy just kind of is

average here um then their Mandate of of balancing employment and Inflation can point toward mild Cuts without necessarily implying there’s a recession um or a severe recession uh it doesn’t mean I’m super bullish on on um the S&P 500 because it’s

already you know the Valuations are rather High um so even if earnings don’t have a meaningful dip and even if we don’t have any sort of significant recession um I just think that the the forward return prospects are somewhat lackluster in other news Raul pal recently

made a social media post about low float tokens tokens with only a small percentage of the total token Supply in circulation which currently make up about 21.33% of the top 300 none;">Cryptocurrencies by market cap the Cryptocurrency community has recently turned its attention to the growing trend of tokens with high fully diluted Valuations fdv

and low circulating Supply float there is rising concern that these tokens often launch with a minimal circulating Supply while reserving a significant portion for future release at the time of listing these tokens Can See rapid price increases due to the limited Liquidity

available for trading however this price surge is often followed by large waves of token unlocks particularly from early investors who participated in the initial offering this Dynamic creates a potentially unsustainable situation where the majority of the upside may already be captured leaving

retail investors with limited potential gains data from binance researchers supports these concerns showing that between 2024 and 2030 approximately $155 billion worth of low float and high FTV tokens are set to be unlocked without a corresponding rise in buyer demand and Capital

inflows this massive release could lead to significant selling pressure in the market potentially driving prices down and impacting overall Market stability despite these concerns pal believes there might be a big opportunity in some of these tokens his post reads I’m starting to formulate a

thesis that low float tokens May outperform in a bull market that is the most hated rally in Crypto my thesis is simple the color: #1a73e8; text-decoration: none;">Markets hate low float to high fdv tokens so they all fall on the initial float usually by 70% plus as the market prices future unlocks Etc most unlocks actually do not see large selling events anyway however from that point on Supply is a known known so

demand is the more important part of the equation if a token shows real demand growth even in the early stage either from network activity or even speculative interest then demand will grow faster than supply for now and number go up pal explains further that with demand Rising across the

href="https://cashnews.co/crypto" style="font-weight: bold; color: #1a73e8; text-decoration: none;">Crypto ecosystem as we transition fully into Crypto summer and fall or altcoin season

low float tokens with a tiny Supply and increasing demand and will be more asymmetric to the upside in the bull market pal adds that his analysis is not an assurance of anything while maintaining that tokens that show Network growth and investor interest may very well be the best performers over

the next 18 months to conclude his post he adds right now I haven’t done the work to figure out which of these tokens are interesting and more data points on true Network growth will be required in a nutshell everyone hates low float tokens so they are under owned but any increase in demand

can move them much more than anything else due to the dreaded lowf float working in your favor don’t overstay your welcome do you agree with Pal’s analysis that low float High FTV token like sui Aptos arbitrum Flo Gala hedra and others will outperform massively in the coming months

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