Not sure what’s going on but my whole X timeline seems to have caught yellow fever and wants to Japan-maxx 😂. Someone explain this to me pls.

Why am I telling you all that: BUY BITCOIN NOW. THANK YOURSELF LATER.

6/6 Doing a Volcker-style rate hike would break the system. Which leaves them with the option they always end up choosing: more liquidity. If stagflation really sticks around, the market that prices liquidity fastest might keep moving first. And we know how that will end.

5/6 So the liquidity expansion that started late 2025? That’s what markets are starting to feel now. Now layer the oil shock on top. Central banks are in a nasty spot: • Inflation rising • Energy costs spiking • Government debt already massive

4/6 Meanwhile global liquidity never actually stopped expanding. Liquidity doesn’t hit markets instantly. There’s usually a 6–9 month lag between money being created and that money actually flowing into risk assets.

3/6 “But BTC was falling while global M2 was rising after the Oct 2025 crash.” True. That move wasn’t about liquidity though — it was a deleveraging event. ETF outflows + policy fears forced a bunch of leveraged crypto positions to unwind at the same time.

2/6 First mistake people make: treating Bitcoin like a stock. Stagflation wrecks equities because companies get squeezed — energy costs explode while consumers stop spending. Bitcoin doesn’t have margins, supply chains, or earnings calls. It mostly trades on liquidity.

1/6 Oil ripping. Strait of Hormuz shut. Everyone screaming stagflation. Meanwhile Bitcoin just took back $71k while equities look awful. A lot of people think Bitcoin is ignoring the macro mess. It’s not. If anything, it’s reacting faster than everything else. 🧵

20 millionth Bitcoin mined. True if big.

We’re safe