📣BI Report 19 – Liquidity Sandwich This week’s report examines the growing tension between policy-driven headwinds and structural liquidity tailwinds. Tariffs are back, pressuring growth and forcing the Fed closer to a pivot. Meanwhile, the Big Beautiful Bill has kicked off a multi-phase liquidity cycle that will expand in the months ahead. Bitcoin remains range-bound as long-term holders take profit, but key support holds firm. With ETF inflows slowing and macro risks rising, the setup is fragile, yet deeply bullish beneath the surface. Link in my bio.