The Wolf Of All Streets Bitcoin Set For REBOUND As Major Indicator Flips Positive?
Feb 3, 2026
Bill Barheit, an Abra executive focused on crypto lending and yield products. Conversation covers PMI as a possible macro inflection for Bitcoin. They debate liquidity timing, institutional flows and ETF adoption. Bill explains Abra’s lending, conservative loan structures and a new yield-bearing stablecoin. They also discuss DeFi vs CeFi trust, tokenization prospects, and practical strategies for buying dips.
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PMI Flipping Signals Macro Liquidity Shift
- The US PMI moved into expansion for the first time in over three years, signaling possible forthcoming liquidity and risk appetite shifts.
- Historically, PMI expansion often precedes bull markets and broader economic upcycles that benefit Bitcoin.
Diversify And Avoid Overallocating
- Diversify prudently and avoid being overallocated to any single volatile asset class like crypto trading positions.
- Wait for assets you trust to have their day in the sun instead of trying to time exact market bottoms.
Institutional Flows Are Building A Base
- Institutional adoption is scaling fast; Bitwise AUM grew from about $1B to near $16B, showing institutional demand isn't slowing.
- When rates and policy shift, Bitcoin can catch up and often outpace traditional markets.