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Macro strategist Felix Jauvin argues that Bitcoin is poised for a major breakout once forced deleveraging subsides. He links BTC’s future to shifting capital flows driven by US fiscal policy and global trade dynamics.
- Bitcoin's price action is statistically linked to global liquidity (11-week lead), not just US equity beta.
- Trump's trade deficit reduction plans may drain dollar liquidity from foreign markets, reshaping capital flows.
- Bitcoin's high-beta reputation currently masks its potential to outperform as a global liquidity hedge post-deleveraging.
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