M2 is increasing again YoY. That eventually should translate to gains in big tech and bitcoin

🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

Heard something interesting on a pod:

Bitcoin is more tied w/ Nasdaq which is ultimately more tightly correlated w/ liquidity cycle - so by transitive property BTC also tied to liquidity cycle. 

However, the way to view Altcoins is, they're more like small caps / Russell 2000 which are more tied to business cycle

That says price change. Is it actually supply change?

I don't really know what any of it means, but looks cool

especially when you mention gains in bitcoin