It’s all about LIQUIDITY

Not earnings. Not news headlines. Not sentiment. Liquidity is the silent tide that lifts—or sinks—all ships. And right now, the tide is being pumped in slow motion by central banks, governments, and a debt-based system that demands perpetual expansion.

Let’s break it down with a “marble gutter” metaphor:

Each asset class—Bitcoin, real estate, stocks, treasuries, gold, art, etc is just a gutter waiting to catch marbles (liquidity).

The more marbles (liquidity) in the system, the more get diverted to assets—because the global economy must park that capital somewhere.

As the marbles (liquidity) increase exponentially they must find homes.

Some go into stocks, some into bonds, but the most asymmetric opportunity is in the only fixed-supply digital asset on Earth.

I wont read anything attached to an AI pictrure from now on to forever, I just decided.

Why do so many seemingly intelligent people miss such a simple mathematical explanation? Why so much emotion?

Smart people are trained within a system that rewards obedience to fiat models. MBAs, economists, and academics are all steeped in Keynesianism. Their career paths that punish monetary dissent.

They believe inflation is “transitory” because the textbooks said so. They’re blind not because they’re dumb—but because they’re domesticated by institutions built on fiat.

They see the stock market up 10% and think value was created. They don’t account for monetary expansion diluting the denomination.

They think in terms of fiat currency units instead of marbles

Suit yourself - I simply created the graphic as a means to illustrate the concept and help new /biz lurkers

You're correct, but I've given up on trying to explain it to everybody a while back

Just make money in the shadows and see everything as entertainment

Ai generated slop
Also Ai generated slop
Actually fuck off. It’s so easy to tell

because the economy is expanding the economy will expand

the small parts of the economy will, perhaps, expand more, because small to big is more intuitive than big to huge

okay

This is actually an original idea I had last night to convey the metaphor of global liquidity and how something like bitcoin is inevitable to raise in price.

I used AI to synthesize the image because I’m not an illustrator. Thanks for contributing to the discussion.

you could apply this logic to every asset, it's far too abstract

what about big ones like stocks

divide them conceptually into individual tickers and boom asymmetric opportunity, no asset class is guaranteed to rise or even continue to exist

The liquidity doesn’t flow evenly though. It seeks scarcity and trust at a minimum (formerly bonds and real estate) and beyond that - asymmetric return.

Bitcoin is the lifeboat vessel that will soak up most of these “marbles”, which is why people who can’t fathom a price of $10M per coin will soon be shocked.

NFTs would be equivalent to any stock or other asset that has some heat over the short term, sure.

Bitcoin stands alone as the first frictionless store of value in the digital realm. The world we live in today has a monetary premium on almost every asset. Take real estate for example - it’s maybe a 40% hard cost and then 60% premium. Stocks can be a fair valuation of 80% of the price, then 20% hype premium. Gold is near 10% utility value with a massive 90% monetary premium.

Store of value should be 100% premium. Gold is the closest we ever got. People started storing their wealth in everything else - stocks and real estate - to protect from an ever inflating currency (increasing liquidity). If there is a better option that doesn’t require all the burdens that come with anything that’s not pure money (physical storage, safety, insurance, property taxes, etc) then most of the world will move into it over time.

What you, on the other hand, are essentially saying is “Why would I buy the orange spaces in Monopoly? Others could be just as good some times”. You fail to understand the macro strategy and thus will be eliminated.

Checked and should have listened to you. Stay well fellow anon.

Kek

I am saying you are pulling this all from your ass , down to the assertiont that liquidity is going to go up. We are poised to enter a global recession if not depression. Those are not usually concurrent with excess liquidity.

I can’t take you seriously. On what basis can you conclude there will be a stoppage to the global liquidity? It has been forever on the up since WW2.

Recessions especially are when the print more money. You will stay poor my friend. Sad.

People always have more spare cash to invest in recessions

You're poor

Good conversation this.
Faggot.

That's nice and all, but you still didn't explain WHY extra liquidity will pour into BTC.

It illustrates nothing, looks like a stroke patient made it, and the world is more spiritually impoverished than ever before thanks to you posting it. I hope you get cancer of the dick, I hope your cancer gets AIDS, and then you die. Thanks and have a blessed day.

You’ve shown your hand. No shit the masses don’t have money to invest regularly, let alone a recession. Does that matter?

Those with power and resources will always be able to funnel them into the most advantageous class. They control the new rounds of liquidity dumbass. Your poverty mindset is what ruined this board.

Liquidity tends to decrease in recessions yes? So it kind of fucks up your

where will all this excess liquidity go

problem.

Aside from that there's this question of why it would go to BTC if there were excess anyways.

but rich people will still have money in a recession

That must be why markets always go up in recessions you tard.

based

I have a 30k buy average of 2k~ but lost it all in eth :(

OPmakes quality thread

you instantly attack him like a brainless NPC

call HIM a bot

you're everything wrong with this board in its current state and probably ai yourself

the most asymmetric opportunity is in the only fixed-supply digital asset

bitcoin can be forked into a proof of stake coin with uncapped supply, many whales would be delighted to profit from their stashes

satoshi from the hbo documentary said so

it's a consensus network, if the consensus is that switching to proof of stake is beneficial for the future of the network - it can be done

doesn't know that bitcoin follows global liquidity to an uncanny degree

2014 arguements

ok buddy. incase youre interested BitcoinPOS exists, it has an mcap of 70k, get in early champ!

correct, the current consensus is that bitcoin should keep using proof of work, my point is that stating that it will stay pow fixed-supply forever is dishonest - bitcoin can be anything it wants to be

It cannot be a woman and neither can you

womanly emotional chimpout

kek
low t beta faggot

You are a poor soul. I wish you well, it must be hard yet blissful to navigate life as such a retard

rub your two braincells together to figure out what I was saying and why you're very dumb

ok double faggot, a digital currency can't be a woman, what's your point? it cannot be literally anything therefore it cannot ever switch to proof of stake? retard