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Crypto Boom Amid Macro Summer: Insights from Milk Road PRO and Global Macro Investors
- 2024/05/18
- 再生時間： 3 分
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あらすじ・解説
The State of Crypto - Saturday, May 18th In today’s episode, we delve into the latest happenings in the crypto world. First, we examine a significant 25% retraction in the crypto market cap over the past 50 days. Despite this downturn, Milk Road PRO suggests we're in a 'macro summer,' a business cycle phase where cryptocurrencies traditionally thrive. We also look at Bitcoin's historical performance during previous macro summers. Notably, there have been substantial returns in past cycles, such as a 146x return in 2012/2013, 30x in 2016/2017, and 8x in 2020/2021, underlining the economic potential of this period. Additionally, we explore the underappreciated investment opportunity presented by the current macro summer. With fewer investors aware of this seasonal phenomenon, now might be an opportune time to invest in growth assets while they're still affordable. A crucial indicator to watch is the ISM Manufacturing Index, which provides insights into US economic activity and can signal phases of expansion or contraction. This index's movements are often aligned with global liquidity cycles, influenced by central bank policies on monetary flow and debt refinancing, often on a four-year cycle. Tune in for a comprehensive view on what these economic patterns mean for crypto investments now and in the near future.