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BESOMEBODYFX
CRYPTO GLOBAL MACRO Q3 2025
SIMPLY BULLISH…
At the start of every quarter we do a deep dive into our views for crypto.
Sometimes it’s a real deep dive (long and detailed post)
Sometimes it’s a quick and straightforward update.
The previous crypto update was in the middle.
This one will be the quick and straightforward type.
Because there’s one chart that rules all macros for Bitcoin right now.
And it’s this:
The correlation with M2 global liquidity continues.
The candlesticks is Bitcoin.
The organge line… that’s the important one.
That’s M2 global liquidity.
And it’s forward by about 3 months ahead, why?
Because it LEADS price.
It moves BEFORE price.
It shows the way.
Liquidity first, Bitcoin later.
Here’s a shorter term timeframe for context:
Simple, right? Too simple? Maybe.
But that’s what matters right now.
And most of all…
There’s no reason to expect tigher global liquidity ahead.
So conditions will remain favorable for the trend to continue.
Just keep in mind…
As long as Trump’s tariff don’t go wild, Bitcoin will continue its march toward 150k.
If Trump goes nuts with tariffs again (similarly to April 2) then expect a dip back below 85k.
So, that’s the playbook:
That’s the entire Q3 playbook for crypto.
- The macro trend is up, with a default path to 150k set.
- Another major tariff risk off event is the only real risk, that would cause a temporary, fear driven dip.
- If that dip happens, it’s a gift. Buy it.
Not much else to add.
Quick, simple, and…
Straightforward 😉
WITH THAT SAID…
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