In this video, I break down something most investors are missing: the Federal Reserve’s quiet shift away from aggressive quantitative tightening — and why liquidity matters more than headlines or rate cut speculation.
Interest rates affect the price of money. Quantitative tightening affects the availability of money. And when liquidity regimes change, asset behavior changes with it.
We’ll cover:
What QT actually does (and why most people misunderstand it)
Why markets respond to liquidity flows, not press conferences
How Bitcoin fits into liquidity transitions as a monetary mirror
Why volatility isn’t just risk — it’s raw material
How experienced investors think in terms of structure, process, and cash flow instead of predictions
This isn’t a hype video. It’s not a forecast. It’s a framework for understanding how markets behave when the rules change — and why discipline and systems matter more than certainty.
Nothing here is financial advice. Bitcoin, MicroStrategy, and ETFs discussed are case studies, not recommendations. Education, process, and risk management always come first.
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