TechDev Newsletter - Market Update Issue #72

Precision Timing Through Liquidity. And When Altcoins?

Our roadmap continues to play out. As we approach the midpoint of what I believe will be a pivotal year for crypto, the convergence of multiple analytical frameworks - from the business cycle to global liquidity patterns - paints an increasingly clear picture of what lies ahead. Today, I'm excited to share an observation about the exact timing relationship between global liquidity and Bitcoin that provides an actionable forecasting tool you can use yourself.

While many are comparing current price levels to past cycle tops, they're missing the fundamental macro context that drives these moves. The business cycle positioning alone should dispel any notion that we're near a major top. But beyond that, the precise lead-lag dynamics I've uncovered offer a level of granularity that transforms vague directional bias into specific timing targets.

For altcoins, we're witnessing what may be the most extreme compression in the market's history - a coiled spring that's been wound tighter than ever before. Understanding why this compression has lasted so long, and more importantly, when it's likely to release, forms a crucial part of today's analysis.

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Today’s topics

Bitcoin

• Roadmap Update

• Business Cycle Foundation

• Global Liquidity's Precise Lead

• Liquidity-Weighted Business Cycle

• The 11-Week Discovery

Altcoins

• Historic Macro Compression

• Liquidity Triangles and Timing

• Target Updates (TEL, LTC, LINK, AVAX)