According to @Andre_Dragosch, the latest ISM Services data imply renewed economic acceleration that he links to a risk-on backdrop for BTC, source: @Andre_Dragosch. He states US financial conditions are the loosest in three years, a liquidity easing he views as supportive for crypto performance, source: @Andre_Dragosch. He adds that the global pace of interest-rate cuts is the highest since the subprime era, reinforcing potential liquidity tailwinds for risk assets, source: @Andre_Dragosch. He further argues the Fed is nearing the end of quantitative tightening and could step in earlier, a shift he frames as bullish for BTC relative to macro conditions, source: @Andre_Dragosch. He characterizes BTC sentiment as bombed out, presenting a contrarian setup aligned with easing macro signals, source: @Andre_Dragosch.

According to @MilkRoadDaily, Arthur Hayes reiterates a Bitcoin (BTC) price target of $250,000 by year-end, linking the call to the Federal Reserve signaling the end of quantitative tightening, accelerating liquidity, and the prospect of quantitative easing returning. According to @MilkRoadDaily, the discussion breaks down the recent crypto market crash, why it collapsed, and what altcoin liquidation data implies for positioning. According to @MilkRoadDaily, Hayes presents a macro bull case in which BTC could lead the debasement trade, alongside his outlook for 2025, ETH and altcoins, and whether the 4-year cycle still applies. According to @MilkRoadDaily, the episode also covers practical trading preparation for black swan events and bear market strategies, with segments on Nexo and Figure Markets included.