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In my last report, I highlighted a liquidity-driven price forecast for Bitcoin, which is ascending to global reserve asset status as the best hedge against monetary debasement. This link with currency debasement has held up fairly well over Bitcoin’s short history.
Ethereum has experienced a strong rally, rising nearly 30% in the past week and reaching the US$3,300 level for the first time since July.
When Bitcoin breaks through an all-time high (ATH), it often enters a new phase of price discovery, where the market tries to find a new ceiling.
The 2021 bull cycle showed a clear pattern in Bitcoin dominance and total crypto market cap growth that could offer insights into what might happen if the market surges again.
Trump's re-election boosts Bitcoin ETF inflows. The Fed and Bank of England cut rates amid cooling inflation, while hinting at pauses. Germany’s trade surplus narrows due to weak exports and rising imports.
For the crypto industry, it is not about points in time but rather the gradual, longer term societal shift. The re-election of President Trump has brought a return to buoyancy across US markets.