What Bitcoin Did PREPARING FOR $475K BITCOIN w/ Dr. Jeff Ross
27 snips
Jan 15, 2025 
Jeff Ross, a macroeconomist and CEO of Vailshire Capital Management, shares his insights on Bitcoin's trajectory and the factors shaping its price. He foresees Bitcoin reaching $475,000 by 2025, driven by global liquidity and macroeconomic trends. Ross discusses the implications of Federal Reserve policies and potential stagflation. He also touches on the increasing interest in Bitcoin as a nation-state reserve and the growing popularity of decentralized social media like Nostra among investors.
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Liquidity Drives Cycles
- Bitcoin's price cycles are driven by global liquidity cycles, not ETF flows or US government actions.
- These cycles correlate with four-year debt rollover periods in the global economy.
Four-Year Liquidity Cycle
- Four-year liquidity cycles stem from the average four-year debt rollover period of businesses and nations.
- The dollar shortage and subsequent central bank intervention drive these cycles.
Macro vs. Internal Factors
- Macroeconomic factors primarily drive Bitcoin price tops and bottoms.
- While events like FTX's collapse play a role, macro factors like Fed tightening are more influential.