Technology and Crypto Cycle

Theo bhx10
Global liquidity leads all.

The winners and main beneficiaries of increased liquidity have been and will continue to be technology and crypto.

Do not fight the tape.

Halving years and post halving years coinciding with the US presidential election and the debt refinance cycle for the government is a breeding ground for increased liquidity on the horizon.

Bears will continue to post recession porn but the chart speaks for itself. This time is not different. You cannot call for a black swan that is not how it works. Everyone debating over whether or not the bull is over or is only just beginning is classic disbelief right before the euphoria. Lots of people on the timeline shorting AT LOWS and becoming max bearish is the sign.

Oct 2023 - Mar 2024 was just a sample of what is ahead.

Being consistently bullish and optimistic has offered substantial returns the past couple of decades and will continue to do so as technology improves in the next decades to come.

Short to med term I would not be surprised if we see some pullbacks and ranging in equities as well as crypto. But heading into Q4 and especially beginning of 2025 I expect significant strength in the markets.

BTC - Orange
NDX - White
Global Liquidity - Teal
Economic CyclesSeasonality

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