Arthur Hayes explains the forces shaping Bitcoin's performance during a period of increased money supply.

Bitcoin's Emerging Dominance

Bitcoin is entering a new era characterized by global liquidity, marking a shift away from previous cycles. This change is being driven by monetary easing from both the U.S. and China, representing a significant inflection point.

Monetary Policy and Bitcoin

A global trend toward easier monetary policy is anticipated to be a key driver for the future of cryptocurrency markets. This shift signals a potentially significant phase for Bitcoin and the broader cryptocurrency landscape.