The recent Bitcoin drawdown didn’t appear out of nowhere. While traders debate support zones and halving cycles, a much deeper signal began shifting weeks earlier — and very few people caught it. In this video, we break down the data with Michael Howell (CEO of CrossBorder Capital), widely known for his work on global liquidity research. He explains how liquidity conditions are tightening beneath the surface and why Bitcoin — one of the most liquidity-sensitive assets — tends to react before the rest of the market.
We cover:
🔥 How global liquidity trends shape Bitcoin and broader risk assets
📉 What current liquidity data reveals about market pressure
🏦 How structural shifts in interest rate dynamics are influencing volatility
⚠️ Why short-term market reactions can be misleading without macro context
📊 Key indicators analysts watch to understand turning points in liquidity cycles
This conversation is designed to give you a clearer view of the macro environment driving market behavior so you can better understand the forces behind the recent move.
#Bitcoin #Crypto #MichaelHowell #BTC
This video is for educational and informational purposes only — not financial advice. See full disclaimer below.
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⏱️ Timestamps
00:00 Introduction to Bitcoin’s Sensitivity
03:16 Michael Howell’s Insights on Liquidity
04:03 Defining Liquidity and Its Importance
09:15 The Repo Market and Financial Stability
10:54 The Debt Liquidity Nexus
17:42 Implications for Crypto and Financial Markets
28:42 Analyzing Fed Liquidity and Its Impact on Markets
29:29 Systematic Influences on Bitcoin
30:46 Bitcoin’s Relationship with Gold and Tech Stocks
32:07 Global Liquidity and Crypto Sensitivity
36:33 Fiscal Deficit and Its Implications
41:01 Monetary Inflation and Asset Allocation
49:10 Future Market Predictions and Strategies
54:37 Bitcoin’s Structural Changes and Long-Term Outlook
57:50 Conclusion and Final Thoughts
