Bitcoin's Performance in a Regime Change

I feel like the current market environment with signs of 2008, Bitcoin outperforming. It's one of the most important rallies, I think we've seen since 2021. Our house view is certainly much around correlation to the M2 money supply. And frankly, it's interesting because personally being in crypto for some time, talking to colleagues and other traders about it. Back in the early like 10 years ago, it's rather more like everything was crypto native. Now it feels like you've got to be into macro and thinking about money supply as a crypto guy.

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