Bitcoin has established durable cycle lows, signaling the start of a new market cycle driven by shifting liquidity trends and monetary debasement. Fundstrat digital asset strategist Sean Farrell highlights that the current macro environment—characterized by high U.S. debt-to-GDP ratios and fiscal deficits—reinforces the bull case for hard assets. While rising Treasury yields typically pressure risk assets, the government's strategy of financial repression and potential adjustments to long-term Treasury issuance act as catalysts for Bitcoin’s outperformance. Beyond Bitcoin, the tokenization of real-world assets and the growth of decentralized finance platforms like Hyperliquid and Aero present significant opportunities. Investors should monitor the upcoming Treasury quarterly refunding announcement and the potential re-anchoring of
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