October 2024 data confirms improving macro and liquidity conditions as inflation stabilizes and central banks continue easing. Bitcoin, gold, and silver remain key beneficiaries of this environment, setting up for continued strength into year-end.

October 2024 confirms Bitcoin’s bullish outlook with growing liquidity, central bank easing, and a mid-cycle macro backdrop supportive of risk assets. Political shifts and ETF flows add fuel to the rally, positioning Bitcoin for a strong year-end.

Global liquidity has reached record highs in September 2024, bolstered by Fed easing, falling inflation, and a weakening dollar—setting the stage for asset appreciation. Bitcoin, Gold, and Silver remain the core beneficiaries, with Bitcoin expected to soon follow the path of its hard asset peers.

Bitcoin's price consolidation continues in September 2024, aligned with seasonal weakness and awaiting a strong Q4 setup backed by expected rate cuts and rising liquidity. With historical performance favouring late-year rallies—especially in halving years—the outlook remains bullish.

August 2024 signals a decisive turn higher in the macro cycle, with global liquidity expanding rapidly—particularly from China—and inflation trending below 2%. Bitcoin is expected to catch up with Gold and Silver, which have already rallied on these improving conditions.

Despite August's volatility, Bitcoin’s macro and liquidity indicators remain bullish, with global liquidity rising and long-term holders accumulating through the dip. A 5-month consolidation appears to be setting the stage for the next breakout in H2 2024.

In July 2024, Gold, Silver, and Bitcoin remain in strong positions as global liquidity begins to recover and inflation trends below 2%. With central banks easing and China contributing more liquidity, the setup for asset appreciation into H2 strengthens.

Bitcoin continued to consolidate in July 2024 amid mixed macro signals, miner stress, and government selling—but underlying trends point to rising liquidity and institutional demand. Ainslie maintains a bullish outlook for H2, urging investors to stay focused on long-term gains.

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'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.

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.

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."

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 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’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.