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Could Bitcoin be signaling the next liquidity recovery before the rest of the market sees it? Global liquidity expert Michael Howell returns to Bankless to revisit his 2027 outlook, explain why Bitcoin's $70K level matters, and examine whether the next market rebound could arrive sooner than expected. Ryan and David dig into rising Treasury yields, the Fed and Treasury's evolving relationship, Michael's "Treasury QE" thesis, and the four phases of the liquidity cycle.
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TIMESTAMPS
Is Bitcoin Signaling an Early Liquidity Recovery?
The $70K Bitcoin Level That Could Change Everything
What's Really Driving Treasury Yields Higher?
Michael Howell vs. Ray Dalio on the Future of Bonds
Inflation, Economic Growth, and the Liquidity Squeeze
The Four Phases of the Liquidity Cycle and What to Own
Can the AI Boom Defy the Market Cycle?
Treasury QE and the Fed's New Liquidity Playbook
Why China's Liquidity Could Be Driving Gold
Bitcoin vs. Gold as Monetary Inflation Hedges
How Much Could Global Liquidity Grow?
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RESOURCES
Michael Howell’s Substack
capitalwars.substack.com
Global Liquidity Index
glindexes.com
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Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
