Jamie Coutts, Chief Crypto Analyst at Real Vision and builder of Bloomberg's first crypto research desk, joins Kyle to make the case for where this cycle actually turns. Jamie's Global Liquidity Index is the backbone of his call: roughly 1% more global liquidity moves Bitcoin about 20%, and he thinks the next leg of that liquidity is close.
He walks through why he believes rising deficits are backing the Fed into a corner on rates, what that could mean for Bitcoin over the next six to twelve months on his framework, and why he's calling current levels across major assets with real network adoption accumulation territory rather than the start of a deeper leg down. He also breaks out a sample five-asset allocation, names the person he sees as the single biggest roadblock to the Clarity Act passing, and explains where he splits from his boss Raoul Pal on the bull case into year-end.
Jamie's own base case sits at $200K–$250K Bitcoin over a two-to-three-year window — his call, not a channel prediction, and one he's explicit could move if the liquidity picture changes.
#Bitcoin #Crypto #RealVision #BitcoinNews #CryptoNews #Liquidity
Jamie Coutts (Real Vision)
He walks through why he believes rising deficits are backing the Fed into a corner on rates, what that could mean for Bitcoin over the next six to twelve months on his framework, and why he's calling current levels across major assets with real network adoption accumulation territory rather than the start of a deeper leg down. He also breaks out a sample five-asset allocation, names the person he sees as the single biggest roadblock to the Clarity Act passing, and explains where he splits from his boss Raoul Pal on the bull case into year-end.
Jamie's own base case sits at $200K–$250K Bitcoin over a two-to-three-year window — his call, not a channel prediction, and one he's explicit could move if the liquidity picture changes.
#Bitcoin #Crypto #RealVision #BitcoinNews #CryptoNews #Liquidity
Jamie Coutts (Real Vision)
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