Today is the 3rd ALL TIME HIGH for global M2 liquidity in 8 days.
Bitcoin lags behind GL around 100-115 days.
BTC won't see this fiat wave until AUGUST.
Don't trade Bitcoin.
THIS IS NOT FINANCIAL ADVICE.
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Replies (4)
BTC is about to full send
Ever explore M3 and why it was discontinued?
I have not. Thanks for sending me down yet another rabbit hole.
Mezinskis on TFTC is a good place t start. He goes into it. Some of my notes that are preliminary:
Hidden M3 Monetary Volumes and Inflationary Impact
Eurodollar Market Size
* Estimated Total Market: $14-16 trillion
* Untracked in Standard Inflation Calculations
* Potential Inflationary Contribution: 3-5% additional inflation annually
Repo Market Volume
* Daily Repo Market Transactions: $4-5 trillion
* Annual Equivalent: Approximately $1.4-1.8 quadrillion
* Potential Hidden Liquidity Impact: 2-4% additional inflation annually
Comprehensive Estimate
* Total Untracked Monetary Volume: $15-20 trillion
* Estimated Aggregate Inflationary Contribution: 5-9% of unreported inflation
Comparative Analysis
* Official Inflation Rate (2024): 3-4%
* Estimated Real Inflation Rate: 8-13%
* Additional Inflation from Untracked M3: 5-9%
Caveat: These are rough estimates based on financial market observations and require sophisticated econometric modeling for precise calculation.