The cause of confidence
The strict editorial policy that focuses on accuracy, importance and impartiality
It was created by industry experts and carefully review
The highest standards in reports and publishing
The strict editorial policy that focuses on accuracy, importance and impartiality
Football price for lion and players soft. All Arcu Lorem, Intrimies, any children or, ulamcorper, hate football.
Bitcoin has punching a new record above 122,000 dollars on the morning of July 14, and its gathering extends for a month to more than 16 percent. In contrast to that background, Charles Edwards-founder and CEO of the Digital Hedgement Fund investments-that the market is only “in the early stages” a broader splendor of liquidity that can dominate the rest of 2025 and beyond.
Supercycle
In the latest Capriole NewsletterEdwards claims that “money and liquidity provided the background for capital flows, and Bitcoin Treasury companies are repression.” It rejects the idea that the past two weeks, which cost $ 20,000, had a technical incident, indicating instead to the deep total currents that have been built for several months.
“The largest bitcoin concentration occurs when the market is short in US dollars,” and it indicates a Capriole “GPS” scale, which collects future data across major currencies. The scale has been “very negative” since the early summer, indicating that global investors are decisively betting against the dollar and early assets.
Related reading
Another column is credit. BBB classification companies have been more strict since the spring, a classic risk signal in traditional markets that, since 2020, has almost planned ticks on the main bitcoin operations. “More evidence”, Edwards notes, “Bitcoin is one of the assets of Trafi.”
Perhaps the strongest wind wind, however, is the growth of raw money. Global M3 has been expanded in an annual segment of nine percent-a historically extreme an average that Capriole says has the last time coincided with bitcoin revenues for approximately 12 months. Edwards warns that it is a billion dollars in assets today, Bitcoin is unlikely to repeat this size, “but it will not be surprising to see something very big from here.”
The Capriole framework also depends on a historical relationship of lead to gold and bitcoin. When the alloys enter a meaningful outbreak, Bitcoin tends to follow three to four months. Edwards says: “The increase in Gold 2015-and its superior performance against global stocks-has provided” strong support for the decrease in the current market on Fiat funds and good money. “Since Capriole reported Gold’s move in April, Bitcoin rose 28 percent.
Arrows, too, serve green lights. The advanced stock market on the New York Stock Exchange erupted to its highest level last week, while the “fairness” index in Caprul to zero in late May-is historically compatible with multiple witnesses of risk appetite.
All of these data points feed on the company’s main Bitco Macro, which is a compound of dozens of general and ownership variables used by Capriole to form trading exposure in its box. “It is still in a strong positive growth zone,” says Edwards, the index. This indicates that the primary-liquidity drivers, the feeling of risks and activity on the series-are still healthy.
Bitcoin Treasury Country
However, the most surprisingly puzzle piece may be outside the pure macro. Edwards highlights the appearance of treasury companies in Bitcoin (TCS) – joint compounds that raise capital in the stock or debt markets and then spread it in the BTC stain – such as “the dynamics of the initial bubble of this session.”
Related reading
The quarterly flows reached TCS to $ 15 billion in the second quarter, and the number of Cabiriol is at least 145 companies now affiliated with the strategy. As their market heads amplified through paper gains on metal currencies, they can take advantage of more effective financing rounds-a receptor ring that Edwards believes “that will help add more than a trillion dollars to the maximum bitcoin market during the next year.”
He rejects the idea that this amounts to an unhealthy centralization: “If bitcoin one day it becomes basic money, then you must return to dozens of trillion to flatten the fluctuations. The only way that occurs is a comprehensive acquisition as we see today.”
Edwards confirms that his analysis sits on a horizon for months. “When Bitcoin sees huge gatherings, there is always a strong withdrawal and a high local temperature,” adding that the newsletter deliberately flows in the short term to focus on “the largest image and the driving factors for the next six months.”
However, with central liquidity in abundance, the dollar is short, short, silent credit pressures and a new structural group of companies who intervene, and the concrection conclusion is unambiguous: liquidity boxes are open, and Bitcoin Supercycle IT has just started.
“Although the first adopters may be seen today as speculators, it will be very clear in the post -time -time period. After the treasury wave is the government treasury wave (the next cycle). We simply ride the adoption curve that requires trillions of dollars to bitcoin from the entities that it has to achieve the scope.”
At the time of the press, BTC was traded at $ 122,438.
Distinctive image created with Dall.e, Chart from TradingView.com
The post The Bitcoin Liquidity Supercycle Has Just Begun: Hedge Fund CEO first appeared on Investorempires.com.
