I get something tired. In late 2024 or early 2025, he would have purchased over -advertising. You have imagined to quit your job, discipline passive income, and join the elite early retirees. But instead? The chart looks shaken. The bear sounds loudly. And I wonder if the Goblin Town is your new permanent residence.
I was there. But let’s throw a towel to preserve the remaining water of the capital or to breathe before starting panic sales. Go back. reduction. If you are looking at the price, there is no bigger picture.
This is a bull case. My bull case. And it is supported by macro data, not hopium.
We are not at its peak yet
First of all, where are we in the business cycle?
According to FIDELITY’s second quarter of 2025, the US economy is still between intermediate cycles and later cycles. There is no contraction. It’s not a recession. It is important.
Historically, the market, including Bitcoin, tends to reach its peak. ~ Later Economy. Does this engine mean we ride? Still running. Perhaps the throttle is not full, but the tank has fuel.
People often forget that the market is often done with the latter cycle. A large collision comes from the actual collision generally threw up completely. We are not there.
Therefore, it is not time yet for those who demand imminent collapse. It’s not a long shot.
And don’t forget: Bitcoin is not synced with Tradfi. It took it at the forefront. As we saw in 2020-2021, Bitcoin often leads a fee and is slightly delayed when stocks catch up. Whatever, the current temporary suspension is not part of the melody, but part of the rhythm.
Credit cycle still prefers danger
Here’s another important signal credit.
According to the May 2025 report of Lumis Sales, the foundation of credit remains the “Super Effing Solid”. It is not a direct quote. And they are right.
Consumers are still spending. Companies are still borrowing. And money? Access. When credit flows, dangerous assets like Bitcoin thrive.
We are not a liquidity crisis. We do not see reinforcement to kill the amount of exercise. In fact, the risk appetite of investors is alive and well.
Fat women did not sing. The lighting is still on. And it means that there is a real space for upside down.
And if you think Bitcoin is “outside the system,” if you think you can’t enjoy the benefits of Loose Credit, think again. Easy credit rises innovation. It causes speculation. It causes risk supervision, and Bitcoin is sitting in each type in a high beta area where capital pursues asymmetric revenue.
Global M2: Quiet Giant
Now this part is overlooked by most retail investors, but to understand the actual capital flow, you need to look at the Global M2 the Total Global Money Supply.
If the global M2 starts to expand again, it is a queue. It’s like seeing the assistant coming back. Liquidity floods return to dangerous assets. The stock market increases. And your Bitcoin follows.
Currently, the global M2 is stabilizing and showing signs of initial growth. Historically, this is the moment when the initial positioning pays in a large way.
It is not just about feelings. It is about supply. And the money supply began to move again.
Combined with the issuance of BTC with low release effects, we are seeing the classic supply and demand imbalances under the surface. More coins. More fluid. You do math.
Some people think that after the last modification, the institution has made a cold foot. But behind the scenes? They are still allocated.
Pension funds, family offices, and sovereignty do not see the influential people of Tiktok. They are seeing macro data, credit cycle and liquidity.
And then moves capital.
We are also incomplete but clear. That sharpness? Invite big money. Not because you like decentralization, but because you can finally manage the risk of observance.
In addition, the infrastructure has now discovered ETFs, custody solutions, insurance options, and lamps. Bitcoin is not once fringe betting. It is a reliable asset at the Bloomberg Terminal and Branch Council Meeting.
And is it more and more uncertain in the world? Bitcoin is insurance. Selection. The agency gets it even if the sleeve is not yet caught.
If you feel shaking, it’s normal
You are crazy about feeling tension. It was strange in 2024 and early 2025. The story has changed. The amount of exercise is stuttered. And the happiness of the previous cycle has not yet returned.
But now it’s not time to give up your strategy. Now is the time to make it clear.
reduction. Look at the cycle. Study the credit flow. Understand the actual macro picture.
If you do that, you will see what I see: Settings still exist. And if it moves, it can move quickly. And it’s worth seeing here. Fiat’s global distrust is rising quietly again.
Regardless of inflation surprise, sovereignty debt, or creeping capital control, more people began to realize that the Fiat was not a neutral value.
Bitcoin thrives at that moment. This is not because it solves all problems, but because it provides a simple advantage. It is not related to one system.
It is not necessary to believe that gold or dethrones replace the dollar. In a world full of debt, it is important to recognize that Bitcoin is one of the few assets without the risk of opponents.
That idea alone can promote the overall capital rotation stage.
Final Thought: Goblin Town is not inevitable
No, this is not a “rocket hop” post.
This reminds us that the market is especially led by the basics over Vibes over time.
And the foundation is still optimistic. Business cycle? Still expanding. Credit transaction? It is still flowing. M2? Come back slowly. organ? Still assigned.
In addition, the contracted schedule, clear regulation and the rise of distrust of Fiat suddenly begin to creepy.
The music did not stop. You can adjust the noise and listen to the rhythm.
Hold it tightly and keep it smart and locate accordingly.
- Platinum encryption academy expert
Hopefully, you enjoyed today article. Thank you for reading! Have a fantastic day! I live on the platinum encryption exchange.
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