The post Global Liquidity Points to Crypto Recovery, Raoul Pal Says appeared on BitcoinEthereumNews.com.

TLDR: Global Liquidity holds a 90% correlation to Bitcoin and 97% to the Nasdaq since 2012, per Raoul Pal US Total Liquidity bottomed three months ago and is now accelerating, a bullish signal for crypto markets Stablecoin issuance grew 50% last year with transaction volumes now running in the trillions of dollars Weekly and daily DeMark indicators are aligning to signal a full crypto trend reversal within two weeks Global Liquidity remains the most dominant macro factor in crypto markets, according to GMI founder Raoul Pal. Amid growing bearish sentiment, Pal pushed back in a detailed social media post. Despite the fear gripping crypto traders, he cited a broad range of converging macro signals. His analysis draws on over a decade of macro and on-chain data. It covers Bitcoin correlations, business cycles, regulatory trends, and technical chart indicators. Liquidity Conditions Continue to Support a Market Recovery Pal noted that Global Liquidity has a 90% correlation to Bitcoin and a 97% correlation to the Nasdaq since 2012. The metric is currently growing at around 10% annually with no signs of slowing. GMI financial conditions, which lead Global Liquidity by six months, remain in an easing trend. I can see how despondent everyone is about crypto and the pure chartists are telling you it’s all over, but I don’t agree… Global Liquidity is the most dominant macro factor in history with a 90% correlation to BTC and 97% to NDX since 2012. It is growing at around 10% a year… — Raoul Pal (@RaoulGMI) March 8, 2026 US Total Liquidity created a brief air pocket following the government shutdown. That metric bottomed three months ago and is now accelerating its recovery. Since US Total Liquidity leads the crypto market by about three months, the timing aligns well. The recovery in this metric…

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Filed under: News - @ March 8, 2026 10:22 am