pahueg
13d
Latest episode with Globalflows & Michael Howell https://youtu.be/ZtyG6BAu_SA Topics: -Why cross-border capital flows matter so much for liquidity -Why hardly any investor is focused on them -Where the marginal liquidity is coming from right now -What the major macro risks are in 2026 -Are liquidity spigots really drying up? -What is really driving the Bitcoin price -Whether or not more cuts will be priced in forward curve?
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About Me
Mentally retired, financially semi-retired, professionally: only just starting 🚀 Book author: in English&German: http://kryptobu.ch
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