Slack: C09VCMNJ0RH/ts:1771411479.5420

Author: thibault Date: 2026-04-07 Type: slack Evidence: 3 Themes: 3

global-liquidity-cycle-macro-regime

🟢 [E808] Raoul's charts are fundamentally broken, from an era when global liquidity was fine to model because flows were fungible. Now need more granularity. AI capex is a real liquidity sink for the first time since dot-com.

supporting · 2026-04-07

bitcoin-cycle-bear-phase

🟢 [E507] Raoul's charts are fundamentally broken, from an era when global liquidity was fungible. Now you need to model more granularity in flows.

supporting · 2026-04-07

macro-cycle-frameworks

🟢 [E898] Raoul's charts are fundamentally broken, from an era when global liquidity was fungible. Now you need to model more granularity.

supporting · 2026-04-07