Slack: C09VCMNJ0RH/ts:1771408389.9165

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

global-liquidity-cycle-macro-regime

💬 [E809] Key question: what would make it revert? If hyperscaler capex peaks or debt issuance normalizes, does competing bid evaporate and liquidity flow back to crypto?
commentary · 2026-04-07

bitcoin-cycle-bear-phase

💬 [E505] The key question: what would make it revert? If hyperscaler capex peaks or debt issuance normalises, does the competing bid evaporate and liquidity flow back to crypto?
commentary · 2026-04-07