2025-12-25 13:22:06

What is the true nature of the bull market? Ultimately, it is still the warming of investment preferences and the flow of liquidity.

This logic is actually easy to understand. Looking back, since 2021, dollar liquidity has begun to weaken, fluctuating at low levels until now, never returning to historical highs. But you will notice that the recent market agitation is clearly intensifying—this is no coincidence.

When the global dollar supply is tight and returns in traditional finance are declining, smart money will seek new outlets. As a high-liquidity, high-yield investment target, the crypto market naturally becomes the direction for this wave of capital reallocation. The bull run is not happening out of thin air; it is an inevitable result of capital shifting from traditional assets to risk assets.

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StableGenius

· 8h ago

lol "inevitable capital reallocation" — yeah sure, tell that to the bags holding since 2021. empirically speaking, this is just the same liquidity rotation narrative everyone trots out when they need to rationalize why their portfolio suddenly doesn't suck anymore. contrary to popular belief, calling it "smart money" doesn't make it less speculative.

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MeltdownSurvivalist

· 8h ago

Basically, it's just that there's no place to put the money; traditional finance is too weak.

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MemeCoinSavant

· 9h ago

ngl the "smart money flowing into crypto" thesis is basically just copium for when tradfi yields suck... but also yeah the data kinda checks out? according to my regression analysis of liquidity flows (p < 0.05), we're definitely in some kind of paradigm shift rn

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SatoshiNotNakamoto

· 9h ago

Basically, it's just that the money needs to go somewhere; traditional finance is no longer interesting.

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NotSatoshi

· 9h ago

Basically, it's just that the Federal Reserve has no money left. Traditional finance can't generate much profit, so big investors can only pour money into the crypto world. We small retail investors are just following the trend and buying the dip.

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consensus_failure

· 9h ago

Dollar liquidity is tight, traditional finance has no profit, smart money is moving into risk assets. This logic seems to hold true no matter how you look at it.

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