The US Dollar just had its WORST first half in 50 years.
Bitcoin noticed, but most investors didn't.
Here's why crypto’s next bull run might arrive sooner than you think 🧵
(a thread)
1/ Look, 2025 has been rough. Global drama, market chaos ... I get why we're all skeptical about crypto's price action and this whole bull market.
But under all that noise, crypto fundamentals are quietly getting stronger. The data tells a different story than the doom and gloom headlines would have you believe. 📊
First up: The Dollar Index just had its worst 6 months since 1973, dropping 10.8%.
Historically, when DXY drops, #BTC pumps (with a 3-month lag). The setup is perfect 📉
Global liquidity is climbing again.
And July has ALWAYS been green for Bitcoin during peak liquidity years.
The pattern is crystal clear 📈
Retail money isn't trickling into altcoins. Instead it's flooding into $BTC ETFs.
ETF AUM hit $150B, while corporate treasuries are buying, and the pipeline of new ETF products is STACKED. 💼
Speaking of successful ETFs...
$ETH ETF inflows are higher than ever and staking just hit an ATH with 29.26% of supply locked.
That's nearly ONE-THIRD of all ETH. 🔒
Select altcoins are outperforming:
- $HYPE crushing ATHs
- $AERO pumping after @coinbase integration
- Solid DeFi protocols posting record revenues 🚀
Let's talk $AAVE - DeFi's giant controlling 61% of all decentralized loans.
Their V4 upgrade and Horizon could be a game-changer for institutional adoption 🏦
There's huge upcoming catalysts:
- More ETF approvals
- Rate cuts (Sept/Oct)
- Trump's $3T spending bill
- Cross-chain liquidity innovations
The dominoes are lining up 🎲
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