Liquidity cycle
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WARNING: Federal Reserve Is About To Set The Stage | XRP Holders Please Listen
NCashOfficial - Daily Crypto & Finance News· 2025-12-10 05:01
Don't quote me on this, but I think that force will be quite strong. So that force may be strong enough to offset the fouryear cycle. Who knows.Uh >> so you're saying next year bull market. >> We may be seeing a super super cycle. So we'll see.Yeah. Uh I'm not sure. >> We'll see.>> Yeah. Um, so, >> and there you guys have, of course, CZ, the founder of Binance, speculating on the fact that the four-year cycle is essentially dead and that we are in a super cycle for crypto. Now, if you guys did watch my prev ...
X @Raoul Pal
Raoul Pal· 2025-10-11 05:00
Investment Strategy - Long-term holders should focus on the increasing digitalization trend [1] - The key question is whether tomorrow will be more digital than today [1] - For a time horizon of 5 years or more, short-term liquidity and business cycles are less relevant [1] Market Analysis - The need to finance $10 trillion in the next 12 months is a crucial factor [1] - The liquidity and business cycle should be monitored to assess market conditions [1]
X @Raoul Pal
Raoul Pal· 2025-09-17 01:44
Liquidity & Business Cycle - US government debt's weighted average maturity increased by 25% from 4 years to 5 years starting in 2022 [1] - Increased debt maturity suggests a potential extension of both the liquidity cycle and the business cycle [1] Financial Conditions - GMI's lead indicator work, specifically the GMI Fin Conditions Index, supports the idea of extended cycles [1]