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🚨 The market is ignoring something that usually doesn't stay ignored for long. Global money supply is expanding fast. But if you look at gold ($XAU) and Bitcoin ($BTC), neither is behaving the way they normally do. Historically, when more money enters the system, scarce assets tend to rise alongside it. That's been one of the most reliable macro relationships for years. This time, that relationship has started to break. Gold is lagging. Bitcoin is lagging. That kind of divergence rarely lasts forever. Either global liquidity slows down... or these assets eventually catch up to where the money supply says they should be. I'm leaning toward the second outcome. When governments print more currency, scarcity becomes more valuable—not less. That's exactly why Bitcoin and gold exist. The market may not be pricing that in today. But eventually, it usually does. #DailyOrbit