Short excerpt from a Kosta Ouzas YouTube video analyzing how institutional participation changed market behavior. The speaker contrasts a 2024 price displacement — described as having little liquidity growth because the move was very fast — with the current period where institutions are "consolidating" and "accumulating," which the speaker says adds "buoyancy" and creates sustained liquidity/growth in the market.
I'll just show you for context. Let's go back and look at the last displacement we had. This was in 2024, where we didn't have the institutional institutions to that. It's like the institutions are adding buoyancy to the ship. The ballast stones, they're giving it buoyancy. When we rip fast like this, we didn't get that liquidity growth. You see how it's just flat here? There's no additional growth because it moves so fast that you just only got this tiny little bit right here, just that. So compare that to where we are now, because the institutions are consolidating more and accumulating more. This is goal right here. This is the most valuable thing we have, because this, it's creating all of this right here. It's giving us that.
