Juan’s Substack
Juan M VillaverdeMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | juanmvillaverde.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
YOU’VE (PROBABLY) BEEN USING LIQUIDITY ALL WRONG
The idea that Global Liquidity — the stock of money and credit flowing around the world — is a useful leading indicator for future crypto price action should not be news to you.
THE TRUMP SHOCK
Tariffs have been the most discussed topic this month. They are blamed for causing the market crash earlier in the month and are being debated widely across both social and traditional media. Suddenly, everyone is a tariff expert.
THE TRUMP BUST
Much is being said about where we are in the grand 4-year liquidity cycle, and how that relates to crypto markets.
RUNNING ON HOPIUM
The crypto rally has slowed its pace in the past week, but the broader market enthusiasm remains undeniable. Bitcoin has surged to new heights in recent weeks, fueled by a whirlwind of optimism surrounding Donald Trump’s re-election and his...
Authors
The writers behind this newsletter.
Crypto analyst at Weiss Ratings. Trader and investor.
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