According to former Goldman Sachs executive and macro investor Raoul Pal, the answer depends less on sentiment and more on liquidity. Raoul Pal says signals are beginning to align in a way that historically precedes explosive upside moves. Is Bitcoin About to Reprice To $140,000 Far Sooner Than The Market Expects? Raoul Pal argues that Bitcoin is currently trading at a “deep discount” to global liquidity conditions. In previous cycles, similar gaps between liquidity expansion and price have not been reso ...

Hey everyone and thanks for dropping back into the macroverse. Today we are going to visualize the business cycle. If you guys like the content, make sure you subscribe to the channel.Give the video a thumbs up and check out benjamancow. com if you have any inquiries, if you want to reach out, or if you want to read the recent report that we published about a week ago now, the macro risk memo, which I think does a pretty good job of outlining my thoughts on where we are in the business cycle. Okay.But in th ...

And so many metrics versus gold, versus other things are signaling a bottom for Bitcoin. The markets are flashing a bottom signal on Bitcoin, not a peak signal. The business cycle is at its lowest point in 15 years.>> There is a 4-year cycle, but then there's also uh the business cycle. And I think if you look at like ISM for instance, uh actually no Bitcoin cycle has peaked without the ISM peaking. So in other words, this would be a break of the cycle.But part of it is cuz the ISM's been below 50 for a rec ...

The markets are flashing a bottom signal on #Bitcoin, not a peak signalThe business cycle is at its lowest point in 15 years.The valuation of #Bitcoin vs. Gold is the lowest on the RSI it has ever been.The valuation of #Ethereum vs. Silver is the lowest on the weekly and two-weekly RSI it has ever been.There are layoffs everywhere, as everyone pivots to AI to chase another bubble.That's the perfect moment to accumulate your positions and to do the exact opposite.Luckily, I've been through multiple cycles an ...

No the ISM won’t save you from PAPANo the “business cycle” won’t save you from PAPANo the “institutions won’t allow it to dump” won’t save you either(PAPA is the 200w ma) ...

This ratio tells me we need another leg down to shake out the hopium bag holders praying for ISM/business cycle to save themBitcoin to 200w ma then Valhalla https://t.co/2PQpuVzF8H ...

Group 1 - The business cycle is identified as a primary factor influencing bull and bear markets for stocks [2]

Tom Lee's 2026 Outlook: The Start of Expansion After Three Years of SuppressionIn interviews with The Prof G Pod (Dec 12) and Squawk Box (Dec 15), Bitmine Chairman Tom Lee shared his 2026 outlook.He argues markets have been suppressed by six "extinction-level" events and Fed hesitation, crushing corporate "animal spirits." He believes the business cycle only truly starts next year when rates drop and AI earnings grow, benefiting risk assets.Consequently, he sees 2026 mirroring this year: bearish first, then ...

Market Outlook & Altcoin Season Timing - Altcoin season is anticipated, driven by the business cycle, with potential catalysts including increased liquidity and fiscal stimulus [1][7][9] - The expected timing for altcoin season is towards the end of 2026, potentially peaking in Q2 [24][25] - The traditional four-year crypto cycle has shifted to a five-year cycle due to the extension of debt maturity in 2022 [13][21][22] - The Industry expects the ISM (Institute for Supply Management) index to peak by 2026, aligning with the anticipated altcoin season [14] Economic Factors & Liquidity - Fiscal stimulus and liquidity injections are expected to boost the market, potentially leading to a banner year [1][9] - Deregulation of banking could positively impact small caps and the overall business cycle [17] - The end of Quantitative Tightening (QT) is essentially Quantitative Easing (QE), adding liquidity to the system [16] - A potential $1.5 trillion could flow into the banking system due to the elimination of tax on tips [10] Crypto Market Dynamics - Bitcoin's performance is sensitive to monetary policy and the business cycle, currently behaving more like a risk-on asset [19] - Historically, the ISM moving above 50 has been associated with super cycle moves in Bitcoin and Ethereum [3][15][18]

Market Cycle Analysis - The business cycle is defined by the valuation of Copper vs Gold [1] - Highs in the Copper/Gold ratio indicate a peaking business cycle [2] - Gold's significant rise is the basis for the risk-off thesis [1] - Gold has potentially peaked in the short term [1] Cryptocurrency Investment Opportunities - Potential for Altcoins and Bitcoin to outperform Gold [1] - The valuation of Copper vs Gold is at a 40-year low [2] - Historically, similar lows in the Copper/Gold ratio have coincided with lows for Altcoins [2] - The current bear market for Altcoins is the longest to date, exceeding four years [2]