Eyes

 A few days ago, Japan lit the fuse on the start of massive global liquidity expansion by announcing their $100bn fiscal stimulus.  

This enables the YEN carry trade to continue at a very decent pace, causing large appetite for risk assets.  

That is why we are seeing:  - Stocks back to ATHs - 

IWM at fresh new ATHs  

GOLD local topping and ranging 

CPI coming in cooler than expectations 

FED signalling the end of QT and easing off 

Reserve Repo pretty much totally empty here.

At the same time as rates coming down and the FED being noticeably more dovish.  

The bottom line is this.  

They HAVE to print... and print hard.  

People have mistaken this market period as it being over, but it has simply just been stalled.  

Crypto is a liquidity vessel... it thrives under easing liquidity environments and so far this entire cycle we have been pushing whilst the FED has been contracting.  

But that is all about to change.  

Massive financial stimulus is coming... it cannot be avoided.  

If the FED doesn't do it... the US collapses.  And that will not happen.  

Japan just lit the fuse with their fiscal package, and the Yen carry trade will continue to flow into risk on assets... including Bitcoin.  

BTC to $150k by the end of the year. Long term $600k plus. 

Own what they own.