Analysis of Bitcoin Bull Run by Ted (@tedtalksmacro)

Are you ready for the next phase of the Bitcoin bull run? Renowned crypto analyst Ted (@tedtalksmacro) certainly thinks so, and he has some compelling evidence to back up his claim. In a recent analysis shared via X, Ted breaks down four critical indicators that point towards sustained growth in the near future for the world’s most popular cryptocurrency.

First up is the 65-month liquidity cycle. According to Ted, this cycle hit its bottom in October 2023, marking the beginning of a new expansion phase that is expected to peak in 2026. This historical pattern of liquidity ebbs and flows has historically been a precursor to bull markets in various asset classes, including Bitcoin.

Next, Ted focuses on the M2 money supply, a key indicator of global liquidity that includes cash, checking deposits, and near-money assets. He notes that the rate of M2 expansion is currently at its lowest since the 1990s, leaving plenty of room for growth. As central banks potentially ease monetary policies to stimulate economies, this increased M2 growth could lead to more capital flowing into risk assets like Bitcoin.

In terms of crypto liquidity, Ted highlights the return of liquidity to the crypto markets, particularly with the advent of spot Bitcoin ETFs. While the inflows have been significant, they have not yet reached the levels seen at cycle tops, indicating that the market has not entered a speculative frenzy that often precedes a major correction. This measured inflow could provide a stable foundation for continued price increases.

Lastly, Ted points to the significant inflows into US-based spot Bitcoin ETFs, with last week alone witnessing $950 million flowing into these funds. As Bitcoin’s price rises and traditional finance investors regain confidence in the asset, Ted expects these inflows to increase.

Overall, Ted’s analysis paints a picture of a robust and sustained bull market for Bitcoin. With central banks easing monetary policies and institutional interest in the asset growing, the conditions seem ripe for Bitcoin’s bull run to extend well into the coming years. So, if you’re holding onto some Bitcoin, it might be a good idea to hang tight and enjoy the ride as the price continues to climb.

At the time of writing, Bitcoin is trading at $66,602. So, strap in and get ready for the next phase of the Bitcoin bull run!