liquidity2026

If you feel like the market has been "choppy," you aren’t alone. But if you listen to the macro masters like Raoul Pal and Ray Dalio, they are all pointing to a single word for 2026: Liquidity.
The "Nvidia Trade" has been the safe haven for years, but as we move further into 2026, the game is changing. The trillions of dollars sitting in Treasury bonds and "safe" assets are about to start looking for a new home. Here is why your AI bags are the ultimate destination for that capital.
1. The "Raoul Pal" Thesis: The Global M2 Wave
Raoul Pal has been screaming about the "Everything Code" for a reason. He believes 2026 is the year we see a massive expansion in global money supply (M2).
When the government has to "roll over" trillions in debt, they have to inject liquidity to keep the system moving. This "fresh money" doesn't go into savings accounts; it flows into the most high-performing, high-growth assets available. In 2026, that is Decentralized AI.
2. The Asymmetry: Why Nvidia Isn't Enough
We all love Nvidia ($NVDA), but let’s be real: it’s the "Old Guard" of AI now. Ray Dalio has warned that big tech is entering bubble territory. If you want asymmetry (the chance for 10x or 20x returns), you have to look where the institutions haven't fully "priced in" the value yet.
That is why infrastructure plays like $RENDER, $FET, and $WMTX are so explosive. They provide the actual GPU power and connectivity that the "Big Tech" AI needs to survive. You aren't just buying a token; you’re buying the utility rails of the new economy.
3. The Great Shift: From Bonds to "Brains"
Billions are about to move from maturing treasury bonds and stimulus programs into the "Risk-On" market.
$BTC is the new "Gold" for this liquidity.
$SOL and $RUNE are the high-speed highways moving that money.
$AR is the permanent vault for the data this AI era creates.
My Strategy
I’m not looking at the 1-minute candle. I’m looking at the M2 Liquidity Cycle. As the value of fiat currency continues to be challenged (as Dalio warns), I want to own the "Digital Infrastructure" that the world can't live without.
What do you think? Are we in an AI bubble, or are we just at the start of the greatest liquidity injection in history? Drop a comment below—let’s talk macro.
#Write2Earn #Macro #RaoulPal #Liquidity2026 #BTC