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Is global liquidity peaking and retreating?



[Plain Language Introduction] Analyst Michael Nadeau believes that the era of "fiscal dominance" characterized by massive government deficits is coming to an end, and the economy is shifting towards "private sector dominance."

He pointed out that the driving force behind "devaluation trading" (such as Bitcoin at $25,000 and gold at $2,000) - fiscal spending and "Treasury quantitative easing" - has basically faded. As the new government is expected to recoup liquidity through tariffs and spending restrictions, the global liquidity cycle is showing signs of peaking and retreating. Historical data shows that cryptocurrencies usually reflect this change in advance.

The author believes that in order to revive the private sector, the Federal Reserve needs to cut interest rates.

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