According to the source, US rate cuts have begun, creating a divergence where macro turns risk-on while crypto signals caution, so position sizing should wait for market confirmation rather than headlines, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. Key watch items highlighted are BTC performance versus global USD liquidity for timing beta exposure, exchange net flows turning positive as confirmation, and ETH leadership over BTC before rotating into higher-beta alts, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. GDP and bank lending softness are cited as context for why the Fed is cutting, while equities shifting to risk-on provides a supportive backdrop once crypto microstructure improves, keeping the stance bullish but careful, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025. The discussion also covers a Bitcoin cycle update and names to monitor such as KGeN and Figure Markets as part of the broader market landscape, source: interview featuring @JustDeauIt shared on X, Sep 19, 2025.

According to @rovercrc, the global money supply is breaking out toward all time highs and he views this as extremely bullish for Bitcoin (BTC) and the wider crypto market; source: https://twitter.com/rovercrc/status/1960040226727858522 Expansions in global liquidity have historically coincided with stronger performance in risk assets, as documented by the BIS Global Liquidity Indicators, which traders use to gauge cross border credit and money conditions; source: https://www.bis.org/statistics/gli.htm For trading, a sustained uptrend in global money supply and central bank liquidity supports a risk on backdrop for BTC, aligning with institutional research that links bitcoin returns to liquidity and real yields; source: https://www.fidelitydigitalassets.com/research Actionable takeaway: monitor global M2 and BIS liquidity indicators for confirmation of a pro liquidity regime before sizing BTC and large cap crypto exposure; source: https://www.bis.org/statistics/gli.htm