1 00:00:00,200 --> 00:00:04,080 Speaker 1: A liquidity tsunami is coming, a five trillion dollar wave 2 00:00:04,280 --> 00:00:07,680 Speaker 1: about to hit bitcoin and stocks. But right now everyone's 3 00:00:07,760 --> 00:00:10,040 Speaker 1: they're staring at Trump, they're staring at the tariffs, they're 4 00:00:10,039 --> 00:00:12,879 Speaker 1: staring at the headlines, but they're missing the real driver 5 00:00:13,039 --> 00:00:16,360 Speaker 1: behind markets. It's quiet, it's hidden, and it moves prices 6 00:00:16,400 --> 00:00:19,360 Speaker 1: with a three month lag, and if you miss it, 7 00:00:19,560 --> 00:00:22,800 Speaker 1: then you're just replaying the quarter one crash. But if 8 00:00:22,800 --> 00:00:26,480 Speaker 1: you catch it, you're perfectly positioned for what's about to unfold. 9 00:00:26,640 --> 00:00:30,040 Speaker 1: I'm Mark Moss. I've spent years breaking down macro trends, 10 00:00:30,080 --> 00:00:32,880 Speaker 1: bitcoin cycles, and in the next eight minutes, I'm gonna 11 00:00:32,920 --> 00:00:35,920 Speaker 1: show you exactly how this liquidya wave works, the key 12 00:00:35,960 --> 00:00:39,599 Speaker 1: signals to be watching, and the crucial piece that everyone 13 00:00:39,680 --> 00:00:40,880 Speaker 1: else is overlooking. 14 00:00:41,240 --> 00:00:41,800 Speaker 2: So let's go. 15 00:00:43,840 --> 00:00:46,040 Speaker 1: All right, So we're gonna jump right into show you 16 00:00:46,080 --> 00:00:49,560 Speaker 1: what the undercurrent is that's driving markets. Because of course 17 00:00:49,640 --> 00:00:51,599 Speaker 1: we're all worried about Trump and tariffs, and of course 18 00:00:51,600 --> 00:00:53,479 Speaker 1: I've been doing lots of videos on that because it's 19 00:00:53,600 --> 00:00:56,120 Speaker 1: very important. But as if you watch those other videos 20 00:00:56,440 --> 00:00:58,959 Speaker 1: on tariffs, and what I've been saying is that tariffs 21 00:00:59,040 --> 00:01:02,200 Speaker 1: isn't really the dejective. It's a lever to get other 22 00:01:02,240 --> 00:01:04,560 Speaker 1: things done, some really really big things done. If you 23 00:01:04,560 --> 00:01:06,319 Speaker 1: miss those videos, we'll link to them in the description 24 00:01:06,360 --> 00:01:08,960 Speaker 1: down below, just go watch them all right now, they 25 00:01:09,040 --> 00:01:12,880 Speaker 1: are a lever to make something else happen. But really 26 00:01:12,880 --> 00:01:16,679 Speaker 1: there's something underneath the undercurrent that's really driving everything. But 27 00:01:16,959 --> 00:01:19,200 Speaker 1: let's just start here the first hundred days of Trump's term. 28 00:01:19,400 --> 00:01:21,200 Speaker 1: Here we are in the first one hundred days, and 29 00:01:21,240 --> 00:01:24,320 Speaker 1: it has been turbulent, to say the least, right, lots 30 00:01:24,319 --> 00:01:26,080 Speaker 1: of noise. Maybe he's an idiot, maybe it doesn't know 31 00:01:26,080 --> 00:01:28,840 Speaker 1: what he's doing. Maybe we don't know. But what we 32 00:01:28,880 --> 00:01:31,520 Speaker 1: do know is that we've seen ten days and ten 33 00:01:31,880 --> 00:01:36,399 Speaker 1: trillion dollar market swings. So we've been seeing massive volatility 34 00:01:36,760 --> 00:01:39,960 Speaker 1: as things go up and down as Trump is basically 35 00:01:39,959 --> 00:01:45,080 Speaker 1: trying to reorganize the entire global monetary system, not a 36 00:01:45,080 --> 00:01:48,240 Speaker 1: small feat. Now we can see that in that time. 37 00:01:48,320 --> 00:01:50,760 Speaker 1: I've put this green mark here. We can see the 38 00:01:50,760 --> 00:01:53,440 Speaker 1: markets came all the way down, came back up, went down, 39 00:01:53,480 --> 00:01:56,160 Speaker 1: went back up, and currently right now they're down about 40 00:01:56,200 --> 00:01:57,920 Speaker 1: ten percent. This is the S and P five hundred 41 00:01:58,120 --> 00:02:01,240 Speaker 1: down about ten percent. Now, with all of this is happening, 42 00:02:01,280 --> 00:02:03,440 Speaker 1: and he's an idiot. He's wrecking the economy and all 43 00:02:03,480 --> 00:02:04,080 Speaker 1: these things. 44 00:02:04,320 --> 00:02:05,360 Speaker 2: We're down ten percent. 45 00:02:05,400 --> 00:02:08,679 Speaker 1: Now, just for a little bit of historical perspective, here 46 00:02:08,720 --> 00:02:11,280 Speaker 1: we were down ten percent. Here, Here we were down 47 00:02:11,320 --> 00:02:14,239 Speaker 1: six percent. Here, Here, we were down ten percent. Here, here, 48 00:02:14,240 --> 00:02:15,320 Speaker 1: we were down ten percent. 49 00:02:15,360 --> 00:02:19,000 Speaker 2: Here. You see ten percent isn't all that uncommon. 50 00:02:19,160 --> 00:02:21,160 Speaker 1: So we're seeing that. But yes, it has been volatile, 51 00:02:21,200 --> 00:02:24,520 Speaker 1: it's been back and forth. But here's the thing. While 52 00:02:24,560 --> 00:02:28,320 Speaker 1: that has been wiped out, there's an undercurrent that really 53 00:02:28,360 --> 00:02:29,760 Speaker 1: shows us what's. 54 00:02:29,520 --> 00:02:30,320 Speaker 2: Really going on. 55 00:02:30,440 --> 00:02:31,640 Speaker 1: And this is what you need to know if you 56 00:02:31,680 --> 00:02:34,320 Speaker 1: want to navigate these markets. Okay, so if you really 57 00:02:34,360 --> 00:02:36,880 Speaker 1: want to navigate these markets like a true bro, then 58 00:02:36,880 --> 00:02:39,320 Speaker 1: you need to know what you're looking at. Now. If 59 00:02:39,320 --> 00:02:41,280 Speaker 1: you've been watching my videos for any amount of time, 60 00:02:41,440 --> 00:02:45,120 Speaker 1: then you know I always talk about liquidity. Liquidity. Liquidity 61 00:02:45,320 --> 00:02:47,720 Speaker 1: is what drives asset prices. So we want to keep 62 00:02:47,720 --> 00:02:49,840 Speaker 1: our eyes on liquidity. So let me show you what 63 00:02:49,880 --> 00:02:53,120 Speaker 1: I'm talking about. In twenty twenty four, last year before 64 00:02:53,120 --> 00:02:56,480 Speaker 1: Trump took office, in the last quarter quarter four twenty 65 00:02:56,520 --> 00:03:00,520 Speaker 1: twenty four, we saw declining liquidity. Liquidity was raining out 66 00:03:00,520 --> 00:03:03,120 Speaker 1: of the system, and that pushed asset price is down 67 00:03:03,639 --> 00:03:07,280 Speaker 1: now for the first quarter of twenty twenty five, quarter one, 68 00:03:07,400 --> 00:03:10,480 Speaker 1: we've seen rising liquidity. All right, Now, I'm gonna use 69 00:03:10,480 --> 00:03:13,640 Speaker 1: a bunch of charts from Michael how I want to 70 00:03:13,680 --> 00:03:15,959 Speaker 1: link to his newsletter down below I subscribed to. It's 71 00:03:15,960 --> 00:03:17,880 Speaker 1: a paid newsletter. I'll link to Doumblo if you want 72 00:03:17,880 --> 00:03:19,840 Speaker 1: to subscribe to it. I've had him on my show. Actually, 73 00:03:19,840 --> 00:03:21,799 Speaker 1: we'll link to the interview of me and Michael down 74 00:03:21,800 --> 00:03:22,320 Speaker 1: there as well. 75 00:03:22,919 --> 00:03:23,440 Speaker 2: Great work. 76 00:03:23,480 --> 00:03:25,600 Speaker 1: But what we can see here is here's twenty twenty 77 00:03:25,639 --> 00:03:28,480 Speaker 1: four and what we can see here in September of 78 00:03:28,520 --> 00:03:31,040 Speaker 1: twenty twenty four, we had a high of global equidity, 79 00:03:31,040 --> 00:03:33,400 Speaker 1: had one hundred and seventy five trillion dollars one hundred 80 00:03:33,440 --> 00:03:35,520 Speaker 1: and seventy five trillion. And what we can see is 81 00:03:35,520 --> 00:03:37,760 Speaker 1: through the end of twenty twenty four we went from 82 00:03:38,000 --> 00:03:40,680 Speaker 1: one seventy five, one seventy three, one seventy two, one 83 00:03:40,720 --> 00:03:43,840 Speaker 1: seventy one. But quidy was draining out of the system. 84 00:03:43,960 --> 00:03:47,960 Speaker 1: And you're like, but Mark, that is last year. We're 85 00:03:48,000 --> 00:03:49,960 Speaker 1: talking about the last you know, six. 86 00:03:49,800 --> 00:03:52,560 Speaker 2: Weeks, eight weeks, Okay, we'll come back to that. So 87 00:03:52,560 --> 00:03:53,560 Speaker 2: the quid is draining down. 88 00:03:53,640 --> 00:03:57,120 Speaker 1: Then here we have twenty twenty five, and we started 89 00:03:57,400 --> 00:04:01,400 Speaker 1: January with one seventy one, obviously carrying over one's seventy 90 00:04:01,400 --> 00:04:05,280 Speaker 1: one one, two seventy two, two, two seventy three to 91 00:04:05,280 --> 00:04:08,000 Speaker 1: seventy four, what sever one seventy six. 92 00:04:08,880 --> 00:04:09,920 Speaker 2: The quity's been going up. 93 00:04:10,800 --> 00:04:13,040 Speaker 1: Now you're saying, but Mark, I don't understand this because 94 00:04:13,040 --> 00:04:15,119 Speaker 1: you're saying liquitia went down last year, but the price 95 00:04:15,160 --> 00:04:16,680 Speaker 1: have been going down this year. But you're saying price 96 00:04:16,760 --> 00:04:19,080 Speaker 1: going down when liquids going up. I don't understand what's 97 00:04:19,120 --> 00:04:20,560 Speaker 1: going on. Well, let me break it down for you. 98 00:04:20,960 --> 00:04:23,560 Speaker 1: So we have a one hundred and seventy six trillion 99 00:04:23,560 --> 00:04:25,840 Speaker 1: dollars of global equity as of last week. For Michael 100 00:04:25,880 --> 00:04:31,160 Speaker 1: holl that is a positive gain of five trillion dollars. 101 00:04:31,200 --> 00:04:33,640 Speaker 1: Hence the title of the video five trillion dollars tsunami. 102 00:04:33,920 --> 00:04:36,960 Speaker 1: Five trillion dollars year to date has been added. That's 103 00:04:37,000 --> 00:04:39,840 Speaker 1: how much it's gone up. The reason why you're not 104 00:04:39,960 --> 00:04:42,040 Speaker 1: understanding the linkage is because there's about a. 105 00:04:42,000 --> 00:04:44,479 Speaker 2: Ten to twelve week lag in between that. 106 00:04:44,880 --> 00:04:47,960 Speaker 1: So liquid draining out in quarter four of last year, 107 00:04:48,320 --> 00:04:50,719 Speaker 1: we saw the impacts of it in quarter one. 108 00:04:51,080 --> 00:04:54,159 Speaker 2: Of twenty twenty five, mostly towards the end because of 109 00:04:54,160 --> 00:04:56,400 Speaker 2: the lag. All the quity we've seen. 110 00:04:56,320 --> 00:05:00,839 Speaker 1: Russian this year, this first quarter will be seen next quarter, 111 00:05:01,000 --> 00:05:02,720 Speaker 1: and we're already starting to see that. Let me show 112 00:05:02,760 --> 00:05:04,680 Speaker 1: you a couple of charts here. So here's a couple 113 00:05:04,720 --> 00:05:08,520 Speaker 1: more charts from Michael how and here we have global 114 00:05:08,520 --> 00:05:11,839 Speaker 1: equity mapped out from June of twenty twenty one, which 115 00:05:11,920 --> 00:05:13,080 Speaker 1: put twenty one right here. 116 00:05:13,400 --> 00:05:13,640 Speaker 2: Now. 117 00:05:13,720 --> 00:05:16,800 Speaker 1: I started using this chart right around here. If you've 118 00:05:16,800 --> 00:05:18,400 Speaker 1: been watching my channel for an amount of time, you 119 00:05:18,440 --> 00:05:20,120 Speaker 1: know that when the whole world was going to end 120 00:05:20,320 --> 00:05:21,880 Speaker 1: and everyone needs to get out of the markets. 121 00:05:21,880 --> 00:05:22,839 Speaker 2: Back in twenty twenty. 122 00:05:22,680 --> 00:05:25,960 Speaker 1: Two, because it was the low right here, I started 123 00:05:25,960 --> 00:05:28,040 Speaker 1: making videos. Go check out my channel. I said, there 124 00:05:28,080 --> 00:05:30,280 Speaker 1: is no market crash coming. Here's why it's time to 125 00:05:30,320 --> 00:05:33,000 Speaker 1: start buying. Here's why I'm buying new assets. And it's 126 00:05:33,000 --> 00:05:36,279 Speaker 1: because I understood this. And since then, the markets have 127 00:05:36,360 --> 00:05:39,279 Speaker 1: been on an absolute tear because that was the bottom 128 00:05:39,360 --> 00:05:41,760 Speaker 1: of liquidity, and the thing is typically moving a four 129 00:05:41,839 --> 00:05:45,480 Speaker 1: year cycle. We've had about four good years of runs, 130 00:05:45,839 --> 00:05:47,520 Speaker 1: and I thing goes up and down in a straight line. 131 00:05:47,680 --> 00:05:50,640 Speaker 2: Obviously, we've had four gusts straight years of runs. 132 00:05:51,120 --> 00:05:54,400 Speaker 1: A small business owner, are you buried in all types 133 00:05:54,440 --> 00:05:56,680 Speaker 1: of work keeping you from the real thing that makes 134 00:05:56,680 --> 00:05:59,320 Speaker 1: you money? Well, that's where just Works comes in. They're 135 00:05:59,320 --> 00:06:02,160 Speaker 1: the all in one that supports small business growth. 136 00:06:02,320 --> 00:06:03,440 Speaker 2: You can get all. 137 00:06:03,320 --> 00:06:06,520 Speaker 1: Their tools that help with benefits like payroll and HR 138 00:06:06,640 --> 00:06:10,640 Speaker 1: and compliance with transparent pricing. Now they help you hire 139 00:06:10,680 --> 00:06:15,400 Speaker 1: top talent internationally, internew markets, quickly scale international operations without 140 00:06:15,400 --> 00:06:18,440 Speaker 1: the workload, and for every how do I do it? Question? 141 00:06:18,640 --> 00:06:19,400 Speaker 2: You can reach out to. 142 00:06:19,360 --> 00:06:23,080 Speaker 1: Their expert staff from sole proprietor or a team of twenty. 143 00:06:23,440 --> 00:06:27,040 Speaker 1: Just Works empowers all kinds of small businesses with real 144 00:06:27,120 --> 00:06:31,440 Speaker 1: human support. So visit justworks dot com slash podcast to 145 00:06:31,560 --> 00:06:34,520 Speaker 1: join the thousands of small businesses that trust just Works 146 00:06:34,600 --> 00:06:38,039 Speaker 1: to take care of payroll, benefits, compliance and more. Again 147 00:06:38,240 --> 00:06:41,440 Speaker 1: that's Justworks dot com slash podcasts. 148 00:06:42,760 --> 00:06:44,480 Speaker 2: Let me just zoom in a little bit and look 149 00:06:44,520 --> 00:06:46,359 Speaker 2: a little bit closer. I want you to see this. 150 00:06:46,480 --> 00:06:49,359 Speaker 1: So here's what we have now over the last year. 151 00:06:49,760 --> 00:06:52,520 Speaker 1: So what we had is last year twenty twenty four, 152 00:06:52,720 --> 00:06:56,000 Speaker 1: the last quarter, liquidy was draining down. In the first 153 00:06:56,080 --> 00:06:58,200 Speaker 1: quarter of this year, it's going up. When we zooming 154 00:06:58,200 --> 00:07:00,440 Speaker 1: a little bit, we can see this. This is what 155 00:07:00,480 --> 00:07:03,160 Speaker 1: we're talking about. Happened the five trillion dollars that. 156 00:07:03,160 --> 00:07:04,240 Speaker 2: We'll see next quarter. 157 00:07:04,279 --> 00:07:06,080 Speaker 1: But let's just take a look at this and see 158 00:07:06,160 --> 00:07:07,919 Speaker 1: how else we can see this data. 159 00:07:07,960 --> 00:07:09,560 Speaker 2: So here is the DIXIE, the. 160 00:07:09,640 --> 00:07:13,200 Speaker 1: Dollar index, and it measures the dollar against other currencies. Now, 161 00:07:13,200 --> 00:07:16,880 Speaker 1: this goes back until twenty nineteen, and what we can 162 00:07:16,920 --> 00:07:20,040 Speaker 1: see is that the dollar got stronger into twenty twenty, 163 00:07:20,160 --> 00:07:22,640 Speaker 1: then it got weaker, then it got really strong into 164 00:07:23,040 --> 00:07:28,000 Speaker 1: twenty twenty two, which is when liquidy drained out and 165 00:07:28,080 --> 00:07:31,360 Speaker 1: asset prices crashed. And then as the dollar got weaker, 166 00:07:32,720 --> 00:07:36,200 Speaker 1: liquidy went up, asset prices went up. We chopped back 167 00:07:36,240 --> 00:07:38,640 Speaker 1: and forth, and you can see as of right now 168 00:07:38,960 --> 00:07:42,760 Speaker 1: Q one. Well, let's look here Q four of last year. 169 00:07:42,840 --> 00:07:45,280 Speaker 1: I'll write that here Q four of last year draining 170 00:07:46,040 --> 00:07:51,400 Speaker 1: Q one of this year, it's been going down, which 171 00:07:51,440 --> 00:07:53,360 Speaker 1: means liquidy has been rushing back in. Now we can 172 00:07:53,400 --> 00:07:56,160 Speaker 1: see this in asset prices. If we look at bitcoin 173 00:07:56,360 --> 00:07:59,560 Speaker 1: for example, right here, same time period, so we can 174 00:07:59,600 --> 00:08:03,680 Speaker 1: see when the dollar index went down, liquidy went up. 175 00:08:03,840 --> 00:08:07,200 Speaker 1: Bitcoin went down, it dropped down. We can see here 176 00:08:07,400 --> 00:08:10,880 Speaker 1: that last quarter, as the dollar index got stronger, liquidy 177 00:08:10,920 --> 00:08:13,600 Speaker 1: went down, Bitcoin dropped with it, and now we can't 178 00:08:13,600 --> 00:08:14,280 Speaker 1: really see it here. 179 00:08:14,400 --> 00:08:16,440 Speaker 2: But now bitcoin has made a big turnaround. 180 00:08:16,480 --> 00:08:18,480 Speaker 1: I think it's up ten to twelve percent in just 181 00:08:18,520 --> 00:08:20,360 Speaker 1: like the last two days at the time of its recording, 182 00:08:20,800 --> 00:08:22,720 Speaker 1: And you can see the same thing in Nasdak over 183 00:08:22,760 --> 00:08:26,040 Speaker 1: the same time period. You see the same movement as 184 00:08:26,080 --> 00:08:28,760 Speaker 1: the dollar and the global liquidity moves up and down. 185 00:08:28,960 --> 00:08:31,440 Speaker 1: The price has come up, it drops down, and now 186 00:08:31,480 --> 00:08:34,160 Speaker 1: we're starting to revert because that first core of liquidity 187 00:08:34,280 --> 00:08:35,640 Speaker 1: is just starting to. 188 00:08:35,559 --> 00:08:36,840 Speaker 2: Come into the system. 189 00:08:37,160 --> 00:08:39,800 Speaker 1: All right, Now we have to understand these metrics and 190 00:08:39,880 --> 00:08:42,040 Speaker 1: how this works on a lag so we can really 191 00:08:42,040 --> 00:08:44,679 Speaker 1: start to position ourselves, because what we're seeing right now 192 00:08:44,760 --> 00:08:47,120 Speaker 1: is a lot of people are fearful, a lot of 193 00:08:47,120 --> 00:08:48,880 Speaker 1: people are exit out of the system, A lot of 194 00:08:48,880 --> 00:08:52,040 Speaker 1: people are waiting for the next leg to drop. They 195 00:08:52,040 --> 00:08:54,040 Speaker 1: think the world is coming to an end, like as 196 00:08:54,040 --> 00:08:55,960 Speaker 1: if the world is more uncertain than it was in 197 00:08:56,000 --> 00:08:58,199 Speaker 1: the pandemic of twenty twenty when the whole world was 198 00:08:58,240 --> 00:09:01,040 Speaker 1: gonna die and shipping lanes and businesses were shut down, 199 00:09:01,280 --> 00:09:03,280 Speaker 1: or it's more uncertain than it was in two thousand 200 00:09:03,280 --> 00:09:06,000 Speaker 1: and eight when the Great financial crush, the global financial 201 00:09:06,040 --> 00:09:07,120 Speaker 1: system melted down. 202 00:09:07,480 --> 00:09:09,760 Speaker 2: Certainly not. We can look at it here gold. So 203 00:09:09,800 --> 00:09:10,720 Speaker 2: we have assets. 204 00:09:10,880 --> 00:09:12,679 Speaker 1: If you want to know why gold is taken off 205 00:09:12,720 --> 00:09:17,120 Speaker 1: so rapidly right now, it's because gold and bitcoin hard 206 00:09:17,200 --> 00:09:21,720 Speaker 1: assets with limited supplies, scarce supplies, are more sensitive to liquidity. 207 00:09:22,000 --> 00:09:24,200 Speaker 1: So we can see is that gold on again a 208 00:09:24,320 --> 00:09:27,199 Speaker 1: ten to twelve week lag moves about the same because 209 00:09:27,200 --> 00:09:31,439 Speaker 1: it's more sensitive, and it also rises and falls with equity. 210 00:09:31,720 --> 00:09:33,640 Speaker 2: So here we have a chart again from Michael. 211 00:09:33,400 --> 00:09:36,880 Speaker 1: Howe, global equity in orange right here, and the gold 212 00:09:36,960 --> 00:09:40,199 Speaker 1: price in black, and so we can see these moves 213 00:09:40,559 --> 00:09:43,000 Speaker 1: and the lag that we have in them. And so 214 00:09:43,080 --> 00:09:45,880 Speaker 1: we're seeing right now with the global equity ticking up 215 00:09:46,080 --> 00:09:47,960 Speaker 1: and the price of gold is going up, and eventually 216 00:09:48,200 --> 00:09:50,560 Speaker 1: these lines will catch up. We can see the same 217 00:09:50,600 --> 00:09:52,960 Speaker 1: thing if we look at it in bitcoin terms as well. 218 00:09:53,320 --> 00:09:56,440 Speaker 1: So for example, bitcoin is similar except for it's a 219 00:09:56,480 --> 00:09:58,880 Speaker 1: fixed supply, not a scarce supply. Right there will never 220 00:09:58,880 --> 00:10:01,320 Speaker 1: be more than twenty one million, which makes it much 221 00:10:01,360 --> 00:10:03,680 Speaker 1: more sensitive. Not to mention, not just because the scarcely, 222 00:10:03,760 --> 00:10:05,280 Speaker 1: but also because of the size of the market cap. 223 00:10:05,559 --> 00:10:08,320 Speaker 1: It's much harder to move a fourteen trillion dollar market 224 00:10:08,360 --> 00:10:10,280 Speaker 1: caap than it is a two trillion dollar market cap, 225 00:10:10,520 --> 00:10:13,000 Speaker 1: So we can see that bitcoin is very similar, except 226 00:10:13,000 --> 00:10:15,760 Speaker 1: for in this case it's also much more sensitive because 227 00:10:15,760 --> 00:10:18,520 Speaker 1: of the liquidity and the overall size. And again we 228 00:10:18,600 --> 00:10:21,040 Speaker 1: have the global equity in the orange line right here, 229 00:10:21,360 --> 00:10:24,200 Speaker 1: and we can see how we're ticking up right here, 230 00:10:24,559 --> 00:10:29,320 Speaker 1: but the bitcoin price hasn't responded yet. Why oh yeah, 231 00:10:29,320 --> 00:10:33,120 Speaker 1: because it's a three month lag. So this right here 232 00:10:33,120 --> 00:10:36,600 Speaker 1: in January, we'll start to see right here in April, 233 00:10:36,760 --> 00:10:39,480 Speaker 1: and we already have before. He gone from about eighty 234 00:10:39,679 --> 00:10:42,679 Speaker 1: to over ninety thousand in just two days, so we're 235 00:10:42,679 --> 00:10:43,720 Speaker 1: starting to see this. 236 00:10:43,880 --> 00:10:45,640 Speaker 2: Moving in really really rapidly. 237 00:10:45,920 --> 00:10:48,280 Speaker 1: Now we can see this. Here's another chart from Raw Paul. 238 00:10:49,000 --> 00:10:51,040 Speaker 1: I've also had Raw Paul on my show. We've talked 239 00:10:51,080 --> 00:10:53,280 Speaker 1: about this extensively. We'll link to that down below in 240 00:10:53,360 --> 00:10:56,120 Speaker 1: the description as well, and he shows this in a 241 00:10:56,160 --> 00:10:58,679 Speaker 1: similar way, but he adjusts it for the lag. 242 00:10:58,920 --> 00:11:00,040 Speaker 2: So, for example, what we. 243 00:10:59,920 --> 00:11:03,440 Speaker 1: Have right here in the white line is we have 244 00:11:03,600 --> 00:11:07,680 Speaker 1: the global liquidity adjusted for a twelve week lag, and 245 00:11:07,720 --> 00:11:10,480 Speaker 1: then in the green line we have bitcoin. And what 246 00:11:10,520 --> 00:11:14,080 Speaker 1: we can see is that they overlay almost exactly when 247 00:11:14,080 --> 00:11:16,560 Speaker 1: you adjust it for the three month lag, and what 248 00:11:16,600 --> 00:11:18,560 Speaker 1: we can see is that we've been in this bottoming 249 00:11:18,640 --> 00:11:21,320 Speaker 1: zone right here, both in the bitcoin price and the 250 00:11:21,360 --> 00:11:24,640 Speaker 1: global liquidity, because as I said, it was drained now 251 00:11:24,880 --> 00:11:28,040 Speaker 1: last year I'm sorry last year last quarter, and now 252 00:11:28,080 --> 00:11:31,079 Speaker 1: that global liquidity is taking off, we expect or we're 253 00:11:31,120 --> 00:11:34,760 Speaker 1: seeing already the bitcoin price is following it. So you 254 00:11:34,760 --> 00:11:37,040 Speaker 1: can see this over and over and over through all 255 00:11:37,040 --> 00:11:39,360 Speaker 1: of these charts. Now, I want to just draw your 256 00:11:39,360 --> 00:11:43,440 Speaker 1: attention back to the main topic that's dominated news headlines. 257 00:11:43,520 --> 00:11:45,840 Speaker 1: It's been dominating my YouTube feed, so if you watch 258 00:11:45,840 --> 00:11:47,960 Speaker 1: my videos regularly, it's been dominating what you see as well. 259 00:11:49,000 --> 00:11:50,880 Speaker 2: But the reason why we talk about. 260 00:11:50,600 --> 00:11:53,280 Speaker 1: What Scott Ascent is doing and Howard Lutnick is doing 261 00:11:53,320 --> 00:11:58,400 Speaker 1: and Trump is doing is because they're trying to do 262 00:11:58,520 --> 00:12:00,840 Speaker 1: something monumental. They're trying to change is the entire global 263 00:12:00,880 --> 00:12:04,520 Speaker 1: monetary system, and they're using tariffs to do this and 264 00:12:04,760 --> 00:12:07,720 Speaker 1: using trade negotiations to do this. But there's a couple 265 00:12:07,760 --> 00:12:09,400 Speaker 1: of things that I want to draw your attention to, 266 00:12:10,000 --> 00:12:14,880 Speaker 1: mainly read and listen why because typically we've had you know, 267 00:12:15,240 --> 00:12:18,800 Speaker 1: politicians and fed board governors, they try to sort of 268 00:12:18,880 --> 00:12:21,439 Speaker 1: hide what they're doing they try to mislead us, so we. 269 00:12:21,400 --> 00:12:23,720 Speaker 2: Don't front run the markets. We don't front run them. 270 00:12:24,120 --> 00:12:27,640 Speaker 1: But the Trump administration has done something much differently. They're 271 00:12:27,720 --> 00:12:30,240 Speaker 1: laying it all out there for you, and if you 272 00:12:30,280 --> 00:12:32,440 Speaker 1: read and listen to it, you'll hear exactly what they're 273 00:12:32,440 --> 00:12:33,040 Speaker 1: having to say. 274 00:12:34,080 --> 00:12:36,880 Speaker 2: On Trump's head of his Economic. 275 00:12:36,520 --> 00:12:40,080 Speaker 1: Advisory Board, Hudson Bay Capital wrote this executive summary in 276 00:12:40,160 --> 00:12:44,319 Speaker 1: November of twenty twenty four, when Trump was running for president, 277 00:12:44,640 --> 00:12:47,000 Speaker 1: when he was winning presidents I go before he was there, 278 00:12:47,400 --> 00:12:47,640 Speaker 1: and this. 279 00:12:48,200 --> 00:12:49,600 Speaker 2: Report you can find it online. 280 00:12:50,280 --> 00:12:54,000 Speaker 1: It lays out exactly what Trump is doing to a tee. 281 00:12:54,800 --> 00:12:56,920 Speaker 1: Butscent is talking about it now. What we can hear 282 00:12:57,000 --> 00:12:59,080 Speaker 1: now is that, well, if you read the report, the 283 00:12:59,120 --> 00:13:02,760 Speaker 1: goal was to push the terraffs and then bring them back, 284 00:13:03,240 --> 00:13:05,360 Speaker 1: use the terrats for negotiations and bring them back. And 285 00:13:05,360 --> 00:13:07,400 Speaker 1: already this is exactly what we're seeing all over the news. 286 00:13:07,400 --> 00:13:11,440 Speaker 1: Headlines are Trump's caving. He's always gonna cave. Yeah, that 287 00:13:11,600 --> 00:13:13,040 Speaker 1: was always the plan. If you read the art of 288 00:13:13,080 --> 00:13:16,080 Speaker 1: the deal, you anchor high, you negotiate off with us. 289 00:13:16,240 --> 00:13:17,760 Speaker 2: It was in the report right here. 290 00:13:18,120 --> 00:13:20,760 Speaker 1: In this video last night, Scott Passent was saying Hey, 291 00:13:21,000 --> 00:13:21,960 Speaker 1: we have these deals. 292 00:13:22,000 --> 00:13:24,760 Speaker 2: They're coming together. We've got the negotiations here. 293 00:13:24,800 --> 00:13:26,160 Speaker 1: We have a tweet that I put up the other 294 00:13:26,240 --> 00:13:29,200 Speaker 1: day and I said, India, tell me there's a trade 295 00:13:29,240 --> 00:13:31,120 Speaker 1: deal coming, without telling me there's a trade deal coming, 296 00:13:31,280 --> 00:13:33,439 Speaker 1: because we have the President of India over here in 297 00:13:33,440 --> 00:13:35,600 Speaker 1: the United States, we got Jdvans over there visiting him, 298 00:13:35,920 --> 00:13:36,920 Speaker 1: all this favorable talk. 299 00:13:36,840 --> 00:13:38,240 Speaker 2: Like the deals are coming. 300 00:13:39,200 --> 00:13:43,440 Speaker 1: And while everybody's focused on that on two DS, the 301 00:13:43,679 --> 00:13:47,400 Speaker 1: undercurrent is the global equitty that's really driving things. And 302 00:13:47,520 --> 00:13:50,240 Speaker 1: regardless of what happens here, we know more the quidy 303 00:13:50,280 --> 00:13:52,319 Speaker 1: is rushing in the system. That's why I've been talking 304 00:13:52,320 --> 00:13:53,760 Speaker 1: about it over and over and over for the last 305 00:13:53,760 --> 00:13:56,120 Speaker 1: two years now or so. If we keep our eyes 306 00:13:56,160 --> 00:13:58,480 Speaker 1: focused on that and sportives start to ignore the noise, 307 00:13:59,120 --> 00:13:59,480 Speaker 1: we can. 308 00:13:59,360 --> 00:14:00,360 Speaker 2: See the quid is doing. 309 00:14:00,400 --> 00:14:02,600 Speaker 1: And we have time. We have a three month lag 310 00:14:02,840 --> 00:14:04,959 Speaker 1: to get in position or out of position. Now you're 311 00:14:05,000 --> 00:14:07,520 Speaker 1: out of time because now the tide is already rushing 312 00:14:07,520 --> 00:14:10,559 Speaker 1: back in. Bitcoin's already up over ten thousand dollars. If 313 00:14:10,600 --> 00:14:13,640 Speaker 1: you miss those ten thousand dollars days, you miss most 314 00:14:13,640 --> 00:14:14,240 Speaker 1: of your games. 315 00:14:14,440 --> 00:14:15,280 Speaker 2: So we want to get in. 316 00:14:15,240 --> 00:14:18,120 Speaker 1: A position before the Tide runs not after This is 317 00:14:18,120 --> 00:14:19,000 Speaker 1: how I'm watching it. 318 00:14:19,160 --> 00:14:20,200 Speaker 2: Just for your reference. 319 00:14:20,520 --> 00:14:23,280 Speaker 1: He makes Michael Howell makes his own proprietary charts. 320 00:14:23,480 --> 00:14:25,760 Speaker 2: I think they're the best in the business. My friend 321 00:14:25,840 --> 00:14:27,120 Speaker 2: Nick Bodia, he makes one. 322 00:14:27,160 --> 00:14:29,120 Speaker 1: At the Bitcoin Layer they make one that's really really 323 00:14:29,160 --> 00:14:29,800 Speaker 1: good as well. 324 00:14:29,960 --> 00:14:31,040 Speaker 2: It tracks almost perfectly. 325 00:14:31,320 --> 00:14:33,800 Speaker 1: Ral Paul at Real Vision makes one as well, tracks 326 00:14:33,800 --> 00:14:34,320 Speaker 1: it perfectly. 327 00:14:35,040 --> 00:14:36,560 Speaker 2: Not perfectly, but very closely. 328 00:14:36,760 --> 00:14:38,680 Speaker 1: If you want a very rough way to do it, 329 00:14:38,720 --> 00:14:40,720 Speaker 1: you can just look at Global IMP two. Not us 330 00:14:40,800 --> 00:14:42,880 Speaker 1: HIM two, but Global IM two. It's not as good, 331 00:14:43,000 --> 00:14:44,920 Speaker 1: not as high deaf, but still pretty good. Those are 332 00:14:44,960 --> 00:14:46,840 Speaker 1: ways that you can trackt this on your own. Of course, 333 00:14:47,480 --> 00:14:49,160 Speaker 1: just watch my channel because I'm going to report it 334 00:14:49,160 --> 00:14:50,480 Speaker 1: to you all the time. Let me know what you 335 00:14:50,520 --> 00:14:52,200 Speaker 1: thinking about this in the comments down below. Of course, 336 00:14:52,200 --> 00:14:53,520 Speaker 1: that's always gonna be thumbs up if you like, get 337 00:14:53,520 --> 00:14:54,200 Speaker 1: thumbs down if you don't. 338 00:14:54,240 --> 00:14:56,280 Speaker 2: That's okay either way. Let me know. And that's what 339 00:14:56,320 --> 00:14:58,760 Speaker 2: I got. All right, to your success. I'm out