Bitcoin Surges 30% from Bottom: Is the Halving Formula Broken? When Will the Real Surge Begin? - Bull Market TV CEO Fuzz

Watch on YouTube ↗  |  May 07, 2026 at 10:01  |  24:47  |  815 Money Talk (815머니톡)
Speakers

Summary

Puz, CEO of Buljang TV, analyzes Bitcoin's recent bounce above $80k and argues that the liquidity cycle (global M2, ISM manufacturing PMI, Russell 2000, stablecoin supply) will drive Bitcoin to new highs this year, breaking the traditional halving-cycle pattern. He expects a target around $250k by October 2026 and advises choosing the liquidity-cycle framework for trading. The host discusses ETF flows, dollar index trends, and institutional adoption as supporting factors.

  • Bitcoin has rebounded to over $80k after tariff-driven lows.
  • Puz prioritizes liquidity-cycle signals over the halving cycle.
  • Global M2 has risen 55% since Bitcoin's last peak, suggesting price catch-up.
  • ISM manufacturing PMI above 52 and trending toward 60 is a bullish signal.
  • Russell 2000 breakout aligns with previous Bitcoin surges.
  • Dollar index weakness toward 90 would further support Bitcoin.
  • Spot Bitcoin ETF and stablecoin supply show continued institutional inflows.
  • Puz targets $200k-$290k, with peak possibly around October 2026.
Trade Ideas
Andrew Puzder 5:32
Bitcoin to surge to $250k
Bitcoin will break its all-time high this year (2026) because the liquidity cycle, supported by expanding global M2, rising ISM manufacturing PMI (which has held above 52 and is trending toward 60), a weakening US dollar, a Russell 2000 breakout, strong ETF and institutional inflows, and growing stablecoin supply, overrides the traditional halving cycle. Price target around $250k, with the peak likely around October 2026. Puz is personally positioned for this outcome and plans to sell before the US midterm elections.
BTC HIGH
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This 815 Money Talk (815머니톡) video, published May 07, 2026, features Andrew Puzder discussing BTC. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Andrew Puzder  · Tickers: BTC