律动BlockBeats|Mar 08, 2026 09:11
[Viewpoint: Global liquidity continues to grow, crypto market may see trend reversal under the support of policies and stablecoins]
BlockBeats News, March 8, Real Vision co-founder and CEO Raoul Pal posted, 'Global liquidity is the most significant macro factor in history. Since 2012, it has had about a 90% correlation with Bitcoin and as high as a 97% correlation with the Nasdaq 100 Index. Currently, global liquidity is growing at approximately 10% annually, with no signs of slowing down.
The GMI Financial Conditions Index typically leads global liquidity by about six months, and it remains in a state of sustained easing. The U.S. is likely to see more interest rate cuts in the future, which will increase disposable income and, in turn, boost the willingness to invest in risk assets. The "CLARITY Act" is highly likely to pass, which will bring new capital inflows. Many banks and asset management institutions are eager to adopt this technology, and the act will provide a clear regulatory framework for this. Stablecoins are growing rapidly, with issuance increasing by 50% last year and still accelerating. The U.S. currently has the most crypto-friendly government environment in history.
Finally, AI agents are on the horizon and may bring exponential growth, creating a whole new massive market. Meanwhile, the crypto market is still in a state of panic. By most metrics, the market is nearing one of the most oversold levels in history. The weekly DeMark indicator is expected to form a very solid bottom structure within two weeks. If there is another pullback, it could complete the resonance of daily and weekly signals, potentially leading to a full trend reversal. The biggest risk factor at present is how long oil prices will remain high. The next two weeks are a critical observation window. I believe all of this will ultimately develop in a positive direction.'
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