X @Joe Consorti ⚡️

Bitcoin has not tracked global M2 with a ~70-day lag since early May.Gold has followed global M2 with near 1:1 sensitivity.A tale of cross-asset correlations amidst secular dollar weakness and geopolitical risk.Gold is high beta risk-off, BTC is high beta risk-on. https://t.co/zUmncKyXeA ...