Global Liquidity Trends, Ethereum’s $4K Target, and the September Warning: What I Learned This Week
✍️ My Market Takeaways – July 28, 2025 Over the weekend, I went through some macro and crypto trend analyses and here’s what I found most interesting — a mix of historical seasonality, institutional moves, and upcoming risks: 🔹 1. Global Liquidity Index Still Supports a Bullish August The Global Liquidity Index perfectly predicted the July rally, and it seems like August may follow suit. Historically, the post-halving year shows strong seasonality in July and August. → This aligns with what we saw in both 2017 and 2021. 🔹 2. Caution in September Multiple signals are flashing a warning for September. The liquidity index is showing early signs of topping out, and as history suggests, September tends to be weak for both Bitcoin and equities. → I’m planning to reduce risk or hedge before the month kicks in. 🔹 3. Strong USD = Risk for Crypto If the U.S. Dollar Index strengthens again, it could apply downward pressure on risk asset...