Header logo
  1. Research
  2. Crypto Research
  3. Comments

Is Rising Net Liquidity A Tailwind for Bulls?

Mar 17, 2025
Author
Sean Farrell
Sean Farrell AC

Today’s bounce on “bad news” and rising Fed liquidity both support a bullish rebound. However, with no clear return of inflows into crypto, we still like playing defense ahead of this week’s FOMC.

Is Rising Net Liquidity A Tailwind for Bulls?

Tickers in this video: BTC -0.40%

Reports you may have missed

Bitcoin Coins With Global Trading Exchange Market Price Chart In The Background

Today's crypto bounce is promising, but we'll break down the key signals—like volume and put/call skew—that need to improve for stronger conviction in follow-through. TICKERS IN THIS VIDEO: BTC -0.40%

BTC -0.40%
The importance of 8K and 10K for BTC – Key levels for ETH and ADA

In today’s video, we examine how crypto is exiting a historically weak seasonal period, how the rate of change of credit spreads matters more than the absolute levels, and why we remain cautious on crypto in the near term. TICKERS IN THIS VIDEO: BTC -0.40%

BTC -0.40%
Electronic Computer Processor Board

In today's video, we discuss the significance of the House's bipartisan rejection of the DeFi broker rule, why we suspect MicroStrategy's buying might have been a key catalyst behind today's rally, our concerns about the unsettling move in high-yield credit markets, and key developments we're monitoring closely for the remainder of this week. TICKERS IN THIS VIDEO: BTC -0.40%

BTC -0.40%
Cryptocurrency And Stock Market Business Concept

As we patiently wait for signs of a crypto market turnaround, we highlight two key bright spots—strong high-yield credit performance and an impending MSTR bid. TICKERS IN THIS VIDEO: BTC -0.40%

BTC -0.40%

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

Enjoyed the read? Subscribe now for unlimited access!

Get invaluable analysis of the market and stocks. Cancel at any time.

Already have an account? Sign In