Short YouTube transcript of Ben Simpson in conversation with another speaker arguing that Bitcoin primarily tracks global liquidity. They advise focusing on liquidity flows (M2, money supply) rather than noise. The speakers state that over the past 6–12 months global liquidity has tapered off, cite a US government shutdown as constraining liquidity, and recommend accumulating positions during liquidity-driven bottoms when sentiment is negative.
There is so much noise in crypto. The only thing.
In my opinion, you.
Need to focus on is liquidity and where is the money flowing. That gives you a.
Strategic advantage to.
Cut away all the noise.
And follow this trend. Bitcoin just.
Tracks global liquidity, as you can see here. When we've had huge spikes of liquidity.
Meaning more money coming in from M2, money supply rates coming down, and we.
See Bitcoin.
Following that price now, over.
The last literally six to 12 months, we've seen this global liquidity really taper off, all right? And right now, the US Is in a government shutdown. There's literally no liquidity moving. And Bitcoin's shopping around. Crypto needs liquidity for the markets to move higher. And we're starting to see a trend reversal. Getting position now accumulating during these bottom periods, you usually have a few weeks to accumulate. During these periods of time, it can be the hardest to buy because everyone's telling you the cycle is over. But if you cut through the noise and have clarity on global liquidity, and you look at the cycles and everything else we've been discussing around gold, empty money supply, you can't go wrong.
