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SECTOR ETFIBITFBTCCore thesis · 5/5

No single ticker was named. Bitcoin ETFs are one way for retail investors to get exposure. Not a recommendation.

Liquidity cycle rollover risks crypto and equity downside

The global liquidity cycle peaked in late 2024 and is projected to bottom around late 2027, creating multi-year headwind risks for high-beta risk assets like crypto and equities.

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Liquidity cycle rollover risks crypto and equity downside · Zortix