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Deep Dive Special: The Four Gates of Capital
Executive SummaryThe “Bitcoin Liquidity Analysis Framework” posits that traditional models for pricing Bitcoin—which often rely on simple correlations with broad money supply (M2)—are fundamentally inadequate in complex, modern financial markets. Instead, Bitcoin functions as the most sensitive financial asset to fluctuations in net unallocated global liquidity. It acts as a “high-beta relief valve” or a “liquidity sponge,” absorbing residual capital only after sovereign, institutional, and corporate obligations are satisfied.To accurately track this capital flow, the analysis introduces the…
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