Group 1 - Bitcoin's price movements are influenced by three main factors: global liquidity, the strength of the dollar, and U.S. Treasury yields [1][2][8] - Global liquidity has increased, with cross-border bank credit expanding by approximately $1.5 trillion in Q1 2025, reaching nearly $34.7 trillion, indicating a more favorable environment for riskier assets like Bitcoin [5] - The U.S. dollar index (DXY) has weakened, which typically benefits dollar-quoted assets, as markets anticipate easier monetary policy from the Federal Reserve [6] Group 2 - Falling U.S. Treasury yields make safe investments less attractive, prompting a shift towards riskier assets, which supports Bitcoin's price [7] - Current trends suggest that Bitcoin's best days may be ahead, with potential positive effects on other major cryptocurrencies like XRP and Ethereum [2][8]

Global liquidity is on the rise.Bull market environment for Bitcoin. 🐂 https://t.co/S83maW63pF ...

Global liquidity expected to rise into 2026. 📈The Bitcoin cycle isn't over yet. https://t.co/mOkVq38G37 ...

Market Cycle Analysis - Crypto cycles are historically four-year rhythms, with potential for a Q4 2025 peak or extension into 2026 [1] - The analysis incorporates onchain and macro signals to understand the current cycle's trajectory [1] - Global liquidity trends and the impact of central bank policies, such as the Federal Reserve's stance, are crucial factors [1] Macroeconomic Factors - Powell's dovish pivot at Jackson Hole influences market dynamics [1] - Loosening bank lending standards could stimulate risk-on markets [1] - Inflation and market psychology are key considerations [2] Bitcoin and Altcoin Dynamics - Whale Bitcoin selling patterns are relevant to the cycle map [1] - ETH's breakout and altcoin flows provide insights into market trends [1] - Altcoin market dynamics are analyzed to understand broader market behavior [2] Portfolio Strategy - Portfolio construction strategies involve balancing core holdings with high-beta assets [1] - Holding fewer, higher-conviction assets is highlighted as a potential edge for investors [1] - Cash allocation strategies are discussed [2]

The FED is set to cut rates in September.This will push global liquidity even higher!Bullish for Bitcoin and the entire crypto market. https://t.co/0xJCutwXBm ...

Global liquidity is flowing differently this cycle.Could that mean this bull run lasts longer than expected? https://t.co/m5cih3L6qs ...

Global liquidity is rising again.This is extremely bullish! 🚀 https://t.co/dD8YMsaBLy ...

UPDATE:Global liquidity is ticking up again after the drop.Will this save the bull market? https://t.co/rtsIpxUs4u ...

Global liquidity is soaring.Bitcoin still needs to catch up.It’s 83% correlated with the Global liquidity.So basically, it’s just a matter of time! https://t.co/WDknGKljIz ...