Liquidity Harvesting in Bitcoin's Market Cycles

27 Sept 2025 · 1 min

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Excerpt from a YouTube video by Kosta Ouzas titled "Liquidity Harvesting in Bitcoin's Market Cycles." The speaker asserts a liquidity-based "fair value" for Bitcoin near $50,000 and describes a lagged relationship in which Bitcoin follows global liquidity after a delay of roughly 70–100 days. The speaker interprets a current price as overvalued relative to required liquidity and suggests an anticipated upward branch consistent with the delayed liquidity signal.

Questions this video answers

About $50,000.

Approximately 70 to 100 days.

Chapters

This is kind of a fair value of Bitcoin. Based on global liquidity alone, that price right now it's around $50,000. So we are still overvalued. We don't have all the liquidity that we need. But also another interpretation of this graph. There is a delay between the liquidity and the price. And if you use that liquidity, then basically, I mean, if use that delay, then this branch up is what is supposed to happen to Bitcoin. So Bitcoin is supposed to follow the liquidity after a given delay. That delay is about anything between 70 to 100 days.