In this article I share, you must pay attention to the balance of Money = Goods, because it is what accurately determines the nation's future inflation, and many things hidden deep inside are quite interesting.
Let's examine the correlation of BTC with US inflation over the months
- $BTC ETF officially approved from January 11, 2024
- After approval, it means that a new amount of goods can be traded in USD, such as stocks, gold, oil, and social goods, all must be traded in USD.
- The amount of old money remains unchanged, goods increase, then inflation decreases
- December 2024, CPI index 3.4%
- After January 2024, the CPI dropped sharply to 3.1%, then gradually increased again.
- Why then gradually increase again? Because after the impact of money supply or supply of goods M, the impact of cash flow cycle V will run, meaning the more transactions, the cash flow cycle increases, and the more it increases, inflation will increase again.
So in your opinion, will approval of $ETH 's ETF be beneficial or harmful to the FED as well as the dollar?
Macro is interesting, right?