In this video, we take a step back and evaluate Bitcoin through the lens of the broader business cycle.
Rather than viewing crypto in isolation, we look at how liquidity conditions, labor market dynamics, and macro positioning shape the environment for risk assets. As the cycle matures, the question becomes less about narratives and more about where we are in the macro backdrop, and how that historically impacts Bitcoin and the broader crypto market.
We’ll walk through the current state of liquidity, including how tighter financial conditions and a stronger dollar have influenced risk appetite. We’ll also discuss the labor market, why deterioration tends to be nonlinear, and what to watch for as a potential signal that the macro environment is shifting more decisively.
Finally, we tie it all together by discussing how risk typically cascades through markets in late-cycle conditions, from high beta assets to more defensive positioning, and where Bitcoin tends to sit within that structure.
This is not about calling an exact bottom or top. It’s about understanding the environment we are in, and using that framework to manage risk.
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Disclaimer: The information presented within this video is NOT financial advice.
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