Part 9/11:
Synthesizing these elements suggests that the macroeconomic landscape is heading toward a liquidity squeeze with explosive potential. While Fed officials publicly indicate their fight against inflation, the internal dissent, debt servicing pressures, and global easing trends imply that monetary easing might be the only feasible path forward.
Bitcoin, as the most sensitive asset to dollar liquidity, is positioned to benefit significantly, albeit with volatility. Its reaction, however, is delayed by two to three months relative to liquidity shifts, so current easing measures could set the stage for a massive rally in mid-2026.