Real Vision: Finance & Investing Trading the Markets: October 22, 2025 | Kris Bullock and Bijan Maleki
8 snips
Oct 22, 2025 Kris and Bijan dive into the stagnant global liquidity landscape and its impact on Bitcoin and stock behavior. They discuss potential catalysts like a sentiment reset, QT pauses, and rate cuts. The duo examines Sui's bullish divergence against Ethereum and highlights promising AI-related stocks, particularly in semiconductors and energy. They also contrast utility-driven AI stocks with meme crypto dynamics while providing insights on managing positions and understanding upcoming market movements.
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Liquidity Is Driving Market Stagnation
- Global liquidity has flattened since June and markets have tracked that sideways move.
- Kris Bullock links stagnant liquidity directly to muted price action across assets including Bitcoin and stocks.
Watch For Policy And Political Liquidity Catalysts
- Monitor policy signals for incoming liquidity like Powell's QT pause and potential rate cuts next month.
- Also track political stimulus talk (tariff revenue checks) as a material liquidity catalyst.
Super-Coiled Volatility Suggests Breakout
- Bitcoin's Bollinger bands are the tightest since mid-2023, signaling a volatility squeeze and coiling.
- Kris Bullock sees a likely breakout ahead, probably to the upside given looming liquidity tailwinds.