Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 30: Jamie Coutts, CMT

Fill The Gap: The Official Podcast of the CMT Association

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Bitcoin's Signal for a Slowdown in Money Supply

Bitcoin seems to detect a slowdown in the contraction of money supply better than any other asset. The momentum of those liquidity measures bottomed in Q4, and that's when I put out my notes around it being a potentially a bottom. We are probably on the cusp of a re-liquification of financial markets again, despite the Fed is maintaining this mantra of higher for longer.

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