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Using MMT to Forecast Bitcoin [with data science]

1.0K views
Sep 16, 2025
11:29

What Really Drives the Price of Bitcoin? | Fed Liquidity vs Fiscal Flows Explained In this video, we break down the true drivers behind Bitcoin’s price and its growing impact on the global financial system. While many analysts point to Fed liquidity (QE, reserves, reverse repo) as the key factor, we show why that’s a misleading correlation. Instead, the data reveals that fiscal flows — new net financial assets added to the private sector — are the real engine behind Bitcoin’s long-term moves. Using a new Applied MMT tool built from daily Treasury data, we demonstrate how fiscal flow acceleration strongly correlates with Bitcoin price performance, often leading by about 10 months. This MMT-based insight helps explain why Bitcoin continues to rise even when Fed liquidity measures stagnate, and why fiscal spending shapes not just crypto, but also equities like the S&P 500. We also explore how interest rate changes and portfolio rebalancing may influence Bitcoin relative to other financial assets, and why monitoring fiscal flows is critical for traders, investors, and anyone tracking the macro economy. Join Today: https://www.appliedmmt.com https://twitter.com/mmtmacrotrader #Bitcoin #MMT #Crypto #MacroEconomics #FiscalPolicy #Investing

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Using MMT to Forecast Bitcoin [with data science] | NatokHD