0xshaf
@0xshaf
DXY is back below 100.. first time since April. And yep, liquidity is creeping back in. Like I said last month..conce DXY starts dipping, the money printers come alive. → Japan just injected 900B Yen to deal with tariff fallout → China’s central bank pushed ¥382B ($53B) via reverse repos → M2 money supply is ticking back up All signs point to one thing: $BTC rally ain’t over. M2 spikes always push BTC higher. I think we head to $120K+ by June, especially if this DXY weakness holds. But the real question is.. what about alts? Here’s the thing: M2 supply ≠ altcoin fuel. Alt rally needs Fed liquidity, and we probably won’t see that until Q4. That said, there's one setup that’s historically reliable:
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0xshaf
@0xshaf
→ Whenever BTC hits new ATHs and cools off, alts follow. So my view is: BTC leads this leg. Alts get their shot after BTC stabilizes above ATHs. We could get a mini-altseason by late June, especially if BTC starts consolidating above $120K. Macro still rules all. But this setup is one of the cleaner ones we’ve had in a while
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