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My latest episode with @crossbordercapis is actually a nice sequel to my last one with @_Checkmatey_
While we covered the Bitcoin bull cycle with Check in detail, I got to zoom out with Michael and cover the macro liquidity cycle.
In the end, the conclusion is similiar: we are in the later stage of the cycle.
See for yourself!
25.7. klo 05.11
This is my episode with @crossbordercap
We discuss:
-How are in the late innings of the liquidity cycle
-How policymakers are trying to prolong it
-How exactly a weakening dollar boosts global liquidity
-Why stablecoins are not eurodollars
-How they threaten bank credit creation
-Why stablecoins empower governments as credit creators
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