The Fed Setup for Bitcoin’s Next Run | Beyond Bitcoin
Why did Bitcoin stall while gold surged? This episode ties BTC’s moves to Fed-driven liquidity, US seized holdings, and rising central-bank demand—plus practical steps to prepare.
Key Takeaways
- Research shows Bitcoin tracks global liquidity about 83% of the time: when the Fed freezes policy, Bitcoin often stalls; when liquidity expands, BTC follows with a lag and larger moves.
- Central banks sharply increased gold buying (gold hit $5,000/oz); their demand and concerns about seizure-resistant assets pushed gold higher and may presage capital flows into Bitcoin.
- US government holds roughly 328,000 seized Bitcoin while a formal Strategic Bitcoin Reserve remains legally unestablished; lack of codification slows sovereign adoption signals.
- Inclusion in ETFs and institutional funds is diverting capital into Bitcoin, turning BTC into a more structural asset class and increasing institutional exposure.
- Bitcoin’s advantages — instant transferability, fixed 21M supply, and no counterparty risk — contrast with gold’s transport/vault needs and growing supply, implying asymmetric upside for BTC.
- Actionable takeaways: study Bitcoin fundamentals, learn self-custody and hardware wallets, run a node, and use resources like bitcoinway.com/beyondbitcoin and ClubOrange.org.
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The Fed Setup for Bitcoin’s Next Run | Beyond Bitcoin
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