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Articles
Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin - June 2024
June 2024 marks continued Mid Cycle consolidation, with stable inflation and improving liquidity positioning hard assets like Bitcoin, Gold, and Silver for a second-half breakout. Ainslie’s trading model, returning 184.1% p.a., capitalizes on this macro setup.
Bitcoin Analysis: Beyond the Block – June 2024
Bitcoin's price consolidation in June 2024 reflects a mid-cycle macroeconomic phase and a stabilizing global liquidity environment, with central banks easing policies to stimulate growth. Despite short-term stagnation, increasing ETF inflows and favourable liquidity conditions suggest potential for significant price appreciation in the latter half of the year.
Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin - May 2024
Global liquidity reached a new high in May 2024, reinforcing a bullish macro setup for Bitcoin, Gold, and Silver as monetary easing and stimulus expand. With inflation stable and institutional demand growing, Ainslie sees continued upside and offers a high-return trading strategy.
Bitcoin Analysis: Beyond the Block - May 2024
May 2024 signals a temporary slowdown in growth and liquidity, but forecasts show strong upside for Bitcoin as easing conditions and institutional demand return in H2. Ainslie positions this consolidation phase as a key buying opportunity amid ongoing "crypto summer."
Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin - April 2024
April 2024 data confirms a Mid Cycle macro phase with steady economic growth, stable inflation, and rising asset prices. Gold, Silver, and Bitcoin continue to outperform as key hedges against fiat debasement and liquidity-driven volatility.
Bitcoin Analysis: Beyond the Block - April 2024
Bitcoin continues its upward trajectory in April 2024, fuelled by ETF demand, rising global liquidity, and a shifting macro cycle toward economic expansion. Despite short-term volatility, the long-term outlook remains bullish with Bitcoin seen as a key hedge against monetary debasement.
Bitcoin Analysis: Beyond the Block - March 2024
Bitcoin’s March 2024 outlook highlights strong alignment with rising global liquidity and a supportive macro environment, positioning the asset in its cyclical “crypto summer” phase. Despite some ETF outflows and LTH distribution, the broader trend remains bullish with significant upside expected into 2025.