Upcoming macro analyst: Global M2 money supply is not a measure for global liquidity!

In this conversation, Pascal Hugli and Joe Consorti discusses the intricate relationship between Bitcoin and Global M2, emphasizing the importance of understanding liquidity beyond traditional metrics. He introduces a new asset-backed liquidity metric that provides a clearer picture of market dynamics and lending activity, which are crucial for assessing Bitcoin's value. The discussion also touches on Bitcoin's maturation as an asset and its role as a hedge against monetary debasement, highlighting the evolving landscape of global finance. In this conversation, the speakers delve into the intricacies of liquidity metrics, particularly focusing on KBL liquidity metrics and their implications for global lending conditions and Bitcoin's trajectory. They discuss the effects of quantitative tightening (QT) and the Federal Reserve's balance sheet management, emphasizing the importance of understanding the dollar's influence on global markets and the role of bond volatility in economic growth. The conversation concludes with insights on the consensus between the government and the Federal Reserve regarding interest rates and the future of financial liquidity.

Chapters:
00:46 Intro
01:51 Bitcoin and Global M2: An Intriguing Relationship
02:55 Understanding Liquidity: Beyond Global M2
05:53 Bitcoin's Maturation and Market Dynamics
08:47 The Role of Lending Activity in Bitcoin's Value
11:52 Defining Liquidity: A Deeper Dive
14:59 The TBL Liquidity Metric Explained
18:00 Bitcoin as a Forward-Looking Indicator
25:03 Understanding KBL Liquidity Metrics
30:15 The Impact of Quantitative Tightening
34:59 Analyzing the Dollar's Influence on Global Markets
39:33 Bond Volatility and Economic Growth
44:26 Consensus and Future Predictions for Bond Markets

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