The Bitcoin Layer Repricing EVERYTHING — Gold, Bitcoin, and the Dollar
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Apr 25, 2025 This discussion highlights gold's recent surge in the face of shifting macroeconomic trends, suggesting a potential monetary reset. Bitcoin's performance is scrutinized, including key valuation metrics and the impact of long-term holders. The decline in U.S. Treasury demand due to evolving global trade dynamics raises eyebrows. Unemployment and economic slowdown challenges are also examined, along with significant insights into the U.S. energy sector's transition and its effects on innovation and electrification.
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Gold Signals Monetary Reset
- Gold has outpaced Bitcoin in the past 12 months, signaling a global monetary system reordering.
- This shift reflects changing trade relationships and a potential decrease in U.S. dollar dominance abroad.
Bitcoin's Bull Market Sustainability
- Bitcoin trades near its short-term holder realized price and 200-day moving average, indicating bullish momentum.
- Avoid Bitcoin valuations getting overstretched on MVRV to sustain the current bull market.
Liquidity Links Bitcoin and Stocks
- Bitcoin and stocks remain correlated due to underlying liquidity conditions.
- Liquidity influenced by banking system size, treasury prices, volatility, and the US dollar drives asset correlations.