Raoul Pal on debt cycle and liquidity

por Freddenver: Crypto

Raoul says we should be racking up the liquidity of q1-q2 of 2027 now ‘The debt cycle is now 5.8 years that would give us that we should be ramping up the final aspect of liquidity now into Q1- Q2 of 2027 and normally we stop, however I don’t think it plays out this way I think it’s more likely to be extended even further’ ‘Cycle because they’re now issuing all the bonds at the short end which is changing the dynamics of the curve and then we’ve got this super cycle going on and that needs to be funded as well, my guess is that it continues but doesn’t slow down for a bit for sure’ ‘But I don’t think we have a full liquidity cycle we’ll we didn’t have one when crypto fell so I do think ahead of us is the increase of liquidity that has to come to fund this debt, if you’re watching one thing just watch the dollar it needs to roll back over and start moving lower’ #Crypto