Pure Altcoins and Global Money Supply - GLICrypto Total Market Cap Excluding BTC, ETH and Stablecoins, $CRYPTOCAP:TOTAL3ESButzibearThroughout the cycles in Crypto, there is one common denominator, one fuel, one reason for the staggering percent rises. It's NOT the automatic 4 year cycle that creates scarcity, and so demand becomes the main driver. This is also true, ye, and it was especially true in the beginning of the Bitcoin Saga. NOw there are more than 95% of all Bitcoin ever to be minted in existence, and 75% of all Bitcoin is in retail hands... When you look at the chart of Global Money Supply, you will realize that THIS is the main driver of ALL asset prices over time, and it's very logical. If money gets spawned into existence in abundance, recklessly, will it devalue itself, what is scare is valuable what exists in abundance isn't, the same holds true for money itself, so if more and more money chases the same or fewer goods or assets, these inevitably become more valuable as demand increases or even stays the same. Look at real estate, why is real estate constantly getting more expensive, certainly not because it becomes much better, no, it becomes more expensive because it has great utility, everybody needs it, and it's abundance is limited compared to the demand, especially when financial institutions are allowed to own real estate as well, then it becomes a speculative asset, and it will inevitably become more and more expensive. All of this is equally true for Crypto, in general and for Altcoins in particular. Look at how the bearmarkets start whenever Global Money Supply oves sideways... Then look at how Altcoins rally when Global Money Supply breaks the ATH. Look at what just happened on the chart, and as you may or may not know, this is what's coming in 2026 and beyond. 2021-2025 (Biden Era): • Peak Liquidity (2021): ~1.08T/month from QE (3T) + deficits (3T) + 7-8T rollover. Bitcoin 10k → 69k (Nov 2021), altcoins +300% (e.g., ETH 500 → 4800). • Taper/QT (2022-2025): Liquidity drops (0.5-1T/month) as QE fades, QT drains ~0.5T/year. Markets/crypto peak fades; Bitcoin 69k → 16k (2022 bear), recovers to ~70k by 2025. • Lag: 1-3 months (e.g., March 2020 QE → May 2020 rally). 2026-2028 (Trump Era): • Ramp-Up (2026): ~0.92T/month (40B Fed buys + 833B rollover + 45.8B OBBBA). Exceeds 2021 peak, front-loaded tax cuts (~0.55T/year). • Sustained (2027-2028): ~0.91T/month as OBBBA stabilizes (~0.5T/year). • Lag: 1-3 months (Jan 2026 stimulus → Feb-Mar 2026 ATHs), aligning with historical patterns. Comparison: • Magnitude: 2026-2028 (~0.9T/month) outpaces 2021 (~1.08T) due to 10T rollover vs. 7-8T, though QE is absent (replaced by indirect accommodation). • Fiscal Boost: OBBBA (~0.55T/year) rivals 2021’s 3T deficit pace early on. • Crypto Impact: 2021’s 6x Bitcoin gain suggests 2026 could see 70k → 400k+ if liquidity holds; altcoins may 3-5x (e.g., ETH 3k → 15k). • Likelihood: 80-90% (2020-2021 precedent); risks include policy reversal or shocks. Conclusion: 2026-2028 liquidity exceeds 2021-2025 peaks, with faster rollout. Expect Bitcoin/altcoin ATHs 2-3 months post-Jan 2026, mirroring past cycles.