Is Bitcoin Signaling the Next Bull Market?
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
Could Bitcoin be signaling the next liquidity recovery before the rest of the market sees it? Global liquidity expert Michael Howell returns to Bankless to revisit his 2027 outlook, explain why Bitcoin's $70K level matters, and examine whether the next market rebound could arrive sooner than expected. Ryan and David dig into rising Treasury yields, the Fed and Treasury's evolving relationship, Michael's "Treasury QE" thesis, and the four phases of the liquidity cycle.
---
BANKLESS SPONSOR TOOLS:
🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026
🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
👑BANKLESS CONTENT MCP
https://www.bankless.com/premium
---
TIMESTAMPS
00:00 Is Bitcoin Signaling an Early Liquidity Recovery?
07:35 The $70K Bitcoin Level That Could Change Everything
11:08 What's Really Driving Treasury Yields Higher?
19:55 Michael Howell vs. Ray Dalio on the Future of Bonds
28:48 Inflation, Economic Growth, and the Liquidity Squeeze
35:02 The Four Phases of the Liquidity Cycle and What to Own
41:07 Can the AI Boom Defy the Market Cycle?
51:08 Treasury QE and the Fed's New Liquidity Playbook
1:01:06 Why China's Liquidity Could Be Driving Gold
1:06:19 Bitcoin vs. Gold as Monetary Inflation Hedges
1:11:08 How Much Could Global Liquidity Grow?
---
RESOURCES
Michael…
