I like this chart from the latest note by credit legend Matt King, who shares sharp and often provocative ideas through Satori Insights. It shows a correlation between the change in the Fed's balance sheet and Bitcoin. His rule of thumb is that expansions in central bank reserves https://t.co/O4Uuu1rn1c
Original source ↗  |  February 04, 2026 at 21:54 UTC  |  Twitter - @Schuldensuehner

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