Also the gap in BTC vs GMI Global Total Liquidity barely registers but we saw similar in 2015 and 2020. There is nothing abnormal about this current disconnect. Liquidity is rising. All you require is patience and the market should catch up in time. https://t.co/SNT46TwQrr
Original source ↗  |  January 29, 2026 at 14:24 UTC  |  Twitter - @raoulgmi

IDEA [3] TICKER: BTC (or Crypto) DIRECTION: long THESIS: Bitcoin is currently disconnected from rising global liquidity, but historical patterns suggest it will catch up in time. Patience is required for the market to align. SPEAKER: @raoulgmi TIMEFRAME: medium-term

IDEA [4] TICKER: Brent Crude Oil (or OIL) DIRECTION: short THESIS: The geopolitical premium in Brent crude oil is unsustainable and will reverse sharply to the downside, as it's unwise to long geopolitical risk in a structural bear market for oil. SPEAKER: @burggrabenh TIMEFRAME: short-term

IDEA [6] TICKER: Copper (or HG=

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Trade Ideas
Ticker Direction Speaker Thesis Time
BTC
LONG @raoulgmi Bitcoin is currently disconnected from rising global liquidity, but historical patterns suggest it will catch up in time. Patience is required for the market to align.