EPISODE · Jun 10, 2026 · 52 MIN
The Global Liquidity Secret Driving Bitcoin & Crypto | Jamie Coutts CMT
from Traders of the World Podcast with FLAVIO LEMOS,CMT · host FlavioLemosCMT
How does global liquidity dictate Bitcoin and cryptocurrency cycles? Renowned macro strategist and Director of Crypto Analysis at Real Vision, Jamie Coutts (CMT, CFTe), reveals the institutional formula for tracking the flow of "smart money" through central bank balance sheets and the global M2 indicator.What is liquidity analysis applied to digital assets and how does it work? Jamie Coutts, who founded Bloomberg Intelligence's digital asset research product, explains that Bitcoin not only acts as a hedge against inflation but also as a true "global liquidity sponge." Because the cryptocurrency market operates continuously (24/7), 10 years of price history in the crypto ecosystem is equivalent to about 20 years of data in the traditional stock market. To anticipate major reversals and structural uptrends, the professional trader must monitor the rate of change of liquidity injected by central banks and government deficit spending. When global liquidity expands, marginal capital seeks exponentially growing assets driven by network effects, generating precise technical confluences on the charts.👑 Subscribe to the @TraderBrasil channel and turn on notifications: https://www.youtube.com/@traderbrasil?sub_confirmation=1📌 TIMESTAMPS (Chapters)00:00 - Why the 24/7 crypto market accelerates price information compared to stocks01:02 - Introduction to Jamie Coutts: Uniting Wall Street discipline with blockchain data03:00 - The "Aha" moment with Bitcoin and the solution to global currency devaluation05:30 - Understanding smart contracts and the integration of the DeFi ecosystem by large institutions08:20 - How crypto trading activity and volume compete with major global exchanges11:50 - Why monitoring global M2 and central bank balance sheets is the real cheat code of the market15:00 - The 3 mechanisms generating global liquidity: Commercial banks, central banks and spending Deficits19:30 - How to apply classic technical analysis (CMT) indicators to highly volatile assets21:00 - Tracking the signal in on-chain data: Network fees, active addresses, and the impact of reflective pricing27:10 - Layer 1 blockchain assessment: Network effects and liquidity dynamics between Ethereum and Solana31:00 - Wall Street's entry through spot ETFs and the financialization of Bitcoin36:00 - Altcoin Season: The use of "Market Breadth" indicators (Advance/Decline Line)39:00 - Jamie Coutts' cockpit: The exact order of operation and analysis of macro indicators every morning43:20 - Risk management in volatile markets and the filter of fundamental theses47:00 - The final signature: The best trade of my career (Japan 2008) and the worst tactical mistake (2009)#JamieCoutts #GlobalLiquidity #BitcoinMacro #TechnicalAnalysis #RealVision #OnChainData #tradersoftheworld 🐦 https://www.x.com/Jamie1Coutts @RealVisionFinance ━━━━━━━━━━━━━━━━━━━━━━━📲 FOLLOW TRADERBRASIL:━━━━━━━━━━━━━━━━━━━━━━━👇 STALK US (FOR ALPHA):🌐 Website: https://www.traderbrasil.com📷 https://www.Instagram/traderbrasil🎧 Spotify: https://open.spotify.com/episode/7tMjGb2QtOZrAKmPHMuf6P?si=LTYQPx6GRhmahaNGLYFA8A🍏 Apple Podcasts: https://podcasts.apple.com/ca/podcast/traders-of-the-world-podcast-with-flavio-lemos-cmt/id1858955458🐦 https://www.x.com/traderbrasil📺 MARATHON All Episodes: Traders of the World Podcasthttps://www.youtube.com/watch?v=WsYx2Dz1Mlg&list=PLd9k0T-3QIYcVVJCzfJzUY99joymZrURl (TO OBTAIN ALPHA)📚 Follow Flávio Lemoshttps://www.instagram.com/flaviolemoscmthttps://www.x.com/flaviolemoscmt🌐 Website: https://www.flaviolemoscmt.comhttps://www.youtube.com/@flaviolemoscmtCMT Association:🌐 https://cmtassociation.comhttps://www.youtube.com/@CMTAssociation1967━━━━━━━━━━━━━━━━━━━━━━━⚠️ LEGAL NOTICE (DISCLAIMER):━━━━━━━━━━━━━━━━━━━━━━━All content in this video and on this channel is strictly educational and informative.
What this episode covers
How does global liquidity dictate Bitcoin and cryptocurrency cycles? Renowned macro strategist and Director of Crypto Analysis at Real Vision, Jamie Coutts (CMT, CFTe), reveals the institutional formula for tracking the flow of "smart money" through central bank balance sheets and the global M2 indicator.What is liquidity analysis applied to digital assets and how does it work? Jamie Coutts, who founded Bloomberg Intelligence's digital asset research product, explains that Bitcoin not only acts as a hedge against inflation but also as a true "global liquidity sponge." Because the cryptocurrency market operates continuously (24/7), 10 years of price history in the crypto ecosystem is equivalent to about 20 years of data in the traditional stock market. To anticipate major reversals and structural uptrends, the professional trader must monitor the rate of change of liquidity injected by central banks and government deficit spending. When global liquidity expands, marginal capital seeks exponentially growing assets driven by network effects, generating precise technical confluences on the charts.👑 Subscribe to the @TraderBrasil channel and turn on notifications: https://www.youtube.com/@traderbrasil?sub_confirmation=1📌 TIMESTAMPS (Chapters)00:00 - Why the 24/7 crypto market accelerates price information compared to stocks01:02 - Introduction to Jamie Coutts: Uniting Wall Street discipline with blockchain data03:00 - The "Aha" moment with Bitcoin and the solution to global currency devaluation05:30 - Understanding smart contracts and the integration of the DeFi ecosystem by large institutions08:20 - How crypto trading activity and volume compete with major global exchanges11:50 - Why monitoring global M2 and central bank balance sheets is the real cheat code of the market15:00 - The 3 mechanisms generating global liquidity: Commercial banks, central banks and spending Deficits19:30 - How to apply classic technical analysis (CMT) indicators to highly volatile assets21:00 - Tracking the signal in on-chain data: Network fees, active addresses, and the impact of reflective pricing27:10 - Layer 1 blockchain assessment: Network effects and liquidity dynamics between Ethereum and Solana31:00 - Wall Street's entry through spot ETFs and the financialization of Bitcoin36:00 - Altcoin Season: The use of "Market Breadth" indicators (Advance/Decline Line)39:00 - Jamie Coutts' cockpit: The exact order of operation and analysis of macro indicators every morning43:20 - Risk management in volatile markets and the filter of fundamental theses47:00 - The final signature: The best trade of my career (Japan 2008) and the worst tactical mistake (2009)#JamieCoutts #GlobalLiquidity #BitcoinMacro #TechnicalAnalysis #RealVision #OnChainData #tradersoftheworld 🐦 https://www.x.com/Jamie1Coutts @RealVisionFinance ━━━━━━━━━━━━━━━━━━━━━━━📲 FOLLOW TRADERBRASIL:━━━━━━━━━━━━━━━━━━━━━━━👇 STALK US (FOR ALPHA):🌐 Website: https://www.traderbrasil.com📷 https://www.Instagram/traderbrasil🎧 Spotify: https://open.spotify.com/episode/7tMjGb2QtOZrAKmPHMuf6P?si=LTYQPx6GRhmahaNGLYFA8A🍏 Apple Podcasts: https://podcasts.apple.com/ca/podcast/traders-of-the-world-podcast-with-flavio-lemos-cmt/id1858955458🐦 https://www.x.com/traderbrasil📺 MARATHON All Episodes: Traders of the World Podcasthttps://www.youtube.com/watch?v=WsYx2Dz1Mlg&list=PLd9k0T-3QIYcVVJCzfJzUY99joymZrURl (TO OBTAIN ALPHA)📚 Follow Flávio Lemoshttps://www.instagram.com/flaviolemoscmthttps://www.x.com/flaviolemoscmt🌐 Website: https://www.flaviolemoscmt.comhttps://www.youtube.com/@flaviolemoscmtCMT Association:🌐 https://cmtassociation.comhttps://www.youtube.com/@CMTAssociation1967━━━━━━━━━━━━━━━━━━━━━━━⚠️ LEGAL NOTICE (DISCLAIMER):━━━━━━━━━━━━━━━━━━━━━━━All content in this video and on this channel is strictly educational and informative.
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The Global Liquidity Secret Driving Bitcoin & Crypto | Jamie Coutts CMT
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