In this episode, Swissblock and Glassnode co-founder Yann Allemann joins us to break down the most important (and misunderstood) force in markets right now: liquidity. The Fed is cutting rates. QT is ending. Bitcoin crashed, then bounced. S&P targets are flying. And institutional capital is rotating faster than retail can blink. Is this a blow-off top, a melt-up, or the most dangerous bull trap in recent history?

~~~~~

⁠⁠⁠

🌍 Macro moves markets, get ahead of the game with Milk Road Macro Newsletter:

⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pod-macro-free-signup⁠⁠⁠⁠⁠⁠⁠

💰 Institutional grade research (priced for everyday people), that doesn’t require a masters degree to understand:

⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pod-macro-pro-signup⁠⁠⁠⁠⁠⁠⁠

💸 Get your pain-free crypto portfolio GUIDE for 2025:

~~~~~

✊ Follow Milk Road Macro on Social Media:

👉 Milk Road Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadMacro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadMacro⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/0QRuoqgBXmSqtjtY0WDVrE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/milk-road-macro/id1828927405⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

🎙 GUEST INFO 🎙

Yann Allemann: https://x.com/Negentropic

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.

Nvidia Fuels Another S&P 500 Record Close

MRKT Matrix

Reshoring: NVIDIA Producing GPUs in Arizona

The AI-powered Podcast Player