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Macro Liquidity Isn’t the Driver — Structural Flows Point to a the Real Bitcoin Squeeze
Strategize Your Digital Asset Investment Strategy
10x Research
October 29, 2025
Executive Summary
Bitcoin’s price action is increasingly being misread through the lens of macro liquidity metrics, yet the decisive drivers this cycle remain structural supply dynamics and investor flow behavior. Despite broad expectations that rising liquidity should propel Bitcoin, the correlation is inconsistent, lagging, and often non-causal.
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