Analysts broadly see the data as supportive for crypto but disagree on how the impact may play out. ・Real Vision CEO Raoul Pal said PMI strength is a necessary condition for sustained crypto gains.
Raoul Pal debunks narratives claiming Bitcoin is broken, revealing US liquidity constraints mirror SaaS decline patterns exactly.
Bitcoin is trading about 35% below its implied long-term fair value. ・Backtesting showed that past extreme deviations always ...
Bitcoin liquidity tightened as U.S. Treasury cash management and shutdown risks drained capital from crypto and tech stocks.