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GOLD'S HISTORICALLY HIGH VALUE IS ABOUT TO EXPLODE 💥
Entry: 2000 🟩
Target 1: 2050 🎯
Stop Loss: 1950 🛑
The M2 money supply is insane. Gold's market cap relative to it is at a 100-year peak. This is a screaming buy signal. The smart money is flooding into gold. Don't get left behind. This is the opportunity of a generation. Massive gains are coming. Act now.
Disclaimer: Not financial advice.
#Gold #XAU #M2 #Inflation 🚀
Entry: 2000 🟩
Target 1: 2050 🎯
Stop Loss: 1950 🛑
The M2 money supply is insane. Gold's market cap relative to it is at a 100-year peak. This is a screaming buy signal. The smart money is flooding into gold. Don't get left behind. This is the opportunity of a generation. Massive gains are coming. Act now.
Disclaimer: Not financial advice.
#Gold #XAU #M2 #Inflation 🚀
GOLD MARKET CAP HITS CENTURY HIGH VS M2 SUPPLY!
This is a massive signal for hard assets. The ratio is screaming inflation protection is mandatory NOW. $XAU dominance is setting up for a major move. Keep watching $SENT and $SYN for potential correlation plays.
• Highest level in nearly 100 years.
• M2 supply dynamics shifting.
#Gold #M2 #Macro #Altseason 📈
This is a massive signal for hard assets. The ratio is screaming inflation protection is mandatory NOW. $XAU dominance is setting up for a major move. Keep watching $SENT and $SYN for potential correlation plays.
• Highest level in nearly 100 years.
• M2 supply dynamics shifting.
#Gold #M2 #Macro #Altseason 📈
GOLD HITS CENTURY HIGH VS M2 SUPPLY! 🤯
This metric is screaming massive structural shift. Gold's market cap relative to the total money supply is at levels unseen in almost 100 years.
• This signals extreme monetary debasement.
• Traditional safe havens are flexing hard.
• $XAU dominance is undeniable right now.
Watch how this plays out against $SENT and $SYN dynamics. The macro backdrop is screaming for hard assets.
#Gold #Macro #M2 #XAU 📈
This metric is screaming massive structural shift. Gold's market cap relative to the total money supply is at levels unseen in almost 100 years.
• This signals extreme monetary debasement.
• Traditional safe havens are flexing hard.
• $XAU dominance is undeniable right now.
Watch how this plays out against $SENT and $SYN dynamics. The macro backdrop is screaming for hard assets.
#Gold #Macro #M2 #XAU 📈
🚨 CRASH IS TEMPORARY — GLOBAL M2 IS EXPLODING 🚨
When global money supply (M2) starts expanding fast, markets don’t stay weak for long. Liquidity ALWAYS finds its way into risk assets — and Bitcoin is usually the first to benefit once the cycle turns.
📌 Why Bitcoin follows:
• More money printing = more capital chasing returns
• Inflation fears push investors toward hard assets
• $BTC is the best-performing scarcity asset in history
• Institutional demand grows when liquidity increases
The crash is just the shakeout.
The next wave is liquidity-driven, and $BTC is positioned to explode when it hits the market. 🚀
$BTC
#Bitcoin #Crypto #M2 #Liquidity #BullRun
When global money supply (M2) starts expanding fast, markets don’t stay weak for long. Liquidity ALWAYS finds its way into risk assets — and Bitcoin is usually the first to benefit once the cycle turns.
📌 Why Bitcoin follows:
• More money printing = more capital chasing returns
• Inflation fears push investors toward hard assets
• $BTC is the best-performing scarcity asset in history
• Institutional demand grows when liquidity increases
The crash is just the shakeout.
The next wave is liquidity-driven, and $BTC is positioned to explode when it hits the market. 🚀
$BTC
#Bitcoin #Crypto #M2 #Liquidity #BullRun
🚨 M2 MONEY SUPPLY EXPLODES - CATCH THE WAVE!
The global M2 just printed a NEW all-time high. This is the REAL signal you should be watching right now. Forget the noise.
The sequence is established: Capital flows from $RESOLV into $DODO, then hunts higher beta plays. Where does Bitcoin fit?
The gap between M2 expansion and $BTC valuation is historic. History screams one thing: a massive catch-up rally is loading fast. Don't fade this move.
#M2 #Bitcoin #CryptoAlpha #AssetInflation 🚀
The global M2 just printed a NEW all-time high. This is the REAL signal you should be watching right now. Forget the noise.
The sequence is established: Capital flows from $RESOLV into $DODO, then hunts higher beta plays. Where does Bitcoin fit?
The gap between M2 expansion and $BTC valuation is historic. History screams one thing: a massive catch-up rally is loading fast. Don't fade this move.
#M2 #Bitcoin #CryptoAlpha #AssetInflation 🚀
#M2
The Global Liquidity Reservoir Just Overflowed. 🇺🇸
The herd says $90,000 Bitcoin is expensive.
Today, the fiat ledger reminded everyone why the digital ledger exists.
Global M2 money supply just hit a record $98 trillion after aggressive expansion from the U.S., Eurozone, China, and Japan.
Year-to-date growth is now 6.2 percent, the fastest pace since the 2020 pandemic response.
In a system where the fiat denominator is permanently diluted, fixed-supply assets are not going up in price.
Your cash is LOUDLY becoming worth less.
FOLLOW LIKE SHARE
The Global Liquidity Reservoir Just Overflowed. 🇺🇸
The herd says $90,000 Bitcoin is expensive.
Today, the fiat ledger reminded everyone why the digital ledger exists.
Global M2 money supply just hit a record $98 trillion after aggressive expansion from the U.S., Eurozone, China, and Japan.
Year-to-date growth is now 6.2 percent, the fastest pace since the 2020 pandemic response.
In a system where the fiat denominator is permanently diluted, fixed-supply assets are not going up in price.
Your cash is LOUDLY becoming worth less.
FOLLOW LIKE SHARE
FED DUMPS TRILLIONS!
US Treasury just bought back $28 billion in bonds. M2 money supply just hit a RECORD $22.3 TRILLION. This is INSANE. The printing presses are running HOT. Inflation is coming back with a vengeance. Get your assets protected NOW. This is not a drill. The game has changed.
Disclaimer: This is not financial advice.
#Crypto #Inflation #M2 #Economy 🚀
US Treasury just bought back $28 billion in bonds. M2 money supply just hit a RECORD $22.3 TRILLION. This is INSANE. The printing presses are running HOT. Inflation is coming back with a vengeance. Get your assets protected NOW. This is not a drill. The game has changed.
Disclaimer: This is not financial advice.
#Crypto #Inflation #M2 #Economy 🚀
GLOBAL LIQUIDITY EXPLOSION! 🚨
World M2 Money Supply hits a record $130 TRILLION. This massive influx of cash is setting the stage for crypto insanity.
China is the engine, driving 38% of that global liquidity ($47.4T). Imagine even a fraction of that finding its way into digital assets.
The potential upside for $BTC is astronomical if this tide lifts all boats. Prepare for impact.
#M2 #CryptoPump #Liquidity #Bitcoin #Altseason 🚀
World M2 Money Supply hits a record $130 TRILLION. This massive influx of cash is setting the stage for crypto insanity.
China is the engine, driving 38% of that global liquidity ($47.4T). Imagine even a fraction of that finding its way into digital assets.
The potential upside for $BTC is astronomical if this tide lifts all boats. Prepare for impact.
#M2 #CryptoPump #Liquidity #Bitcoin #Altseason 🚀
🚨 GLOBAL LIQUIDITY EXPLOSION IMMINENT! 🚨
Global M2 money supply has hit a record $130 TRILLION. This is the fuel we have been waiting for.
China is the engine, pumping 38% of that liquidity ($47.4 Trillion). Imagine even a fraction of this massive cash flow hitting crypto markets.
The potential upside for assets like $BTC is astronomical. We are watching the setup unfold now. Get ready for the flood.
#CryptoAlpha #M2 #LiquiditySurge #Bitcoin #Altseason 🚀
Global M2 money supply has hit a record $130 TRILLION. This is the fuel we have been waiting for.
China is the engine, pumping 38% of that liquidity ($47.4 Trillion). Imagine even a fraction of this massive cash flow hitting crypto markets.
The potential upside for assets like $BTC is astronomical. We are watching the setup unfold now. Get ready for the flood.
#CryptoAlpha #M2 #LiquiditySurge #Bitcoin #Altseason 🚀
🚨 US M2 MONEY SUPPLY HITS RECORD HIGH! 🚨
The US M2 money supply has exploded to an all-time peak of $26.7 TRILLION. This is not stability; this is silent devaluation happening right now.
In just 2.5 years, we added over $4 TRILLION to the system. That’s $120 BILLION created every single month. The dollar is losing purchasing power FAST.
This massive expansion, driven by bank deposits and Money Market Fund inflows, signals major inflationary pressure ahead for assets like $GLMR, $DUSK, and $MET. Prepare for impact.
#M2 #InflationHedge #CryptoAlpha #Devaluation 🔥
The US M2 money supply has exploded to an all-time peak of $26.7 TRILLION. This is not stability; this is silent devaluation happening right now.
In just 2.5 years, we added over $4 TRILLION to the system. That’s $120 BILLION created every single month. The dollar is losing purchasing power FAST.
This massive expansion, driven by bank deposits and Money Market Fund inflows, signals major inflationary pressure ahead for assets like $GLMR, $DUSK, and $MET. Prepare for impact.
#M2 #InflationHedge #CryptoAlpha #Devaluation 🔥
Japan’s Silent QE: Still Fueling Global Markets
The Bank of Japan might look quiet—but it’s doing more than meets the eye. Yield Curve Control is their weapon of choice, and it effectively prints money without the label. By suppressing bond yields, the BoJ indirectly injects massive liquidity into the financial system. Unlike the Fed, Japan isn’t afraid to stimulate even with inflation risk looming. And it shows—Japan’s M2 is growing, supporting carry trades, equity flows, and global liquidity. This “silent QE” spills over, especially into Asia’s emerging markets and crypto. Add to that a weak yen pushing Japanese capital abroad, and you’ve got a flow dynamic that props up digital assets too. It’s subtle. It’s powerful. And it’s happening now.
$TUT
#Fuel #BoJ #M2
The Bank of Japan might look quiet—but it’s doing more than meets the eye. Yield Curve Control is their weapon of choice, and it effectively prints money without the label. By suppressing bond yields, the BoJ indirectly injects massive liquidity into the financial system. Unlike the Fed, Japan isn’t afraid to stimulate even with inflation risk looming. And it shows—Japan’s M2 is growing, supporting carry trades, equity flows, and global liquidity. This “silent QE” spills over, especially into Asia’s emerging markets and crypto. Add to that a weak yen pushing Japanese capital abroad, and you’ve got a flow dynamic that props up digital assets too. It’s subtle. It’s powerful. And it’s happening now.
$TUT
#Fuel #BoJ #M2
📊 Global Liquidity M2 vs Bitcoin: Still Perfectly in Sync 🔄💥
The latest data confirms what many macro analysts have been tracking closely:
Bitcoin continues to follow global M2 liquidity trends — with a positive 3-month lag. 🧠📈
🔍 What’s happening:
🔹 Global M2 (money supply) is ticking upward
🔹 Historically, BTC follows this liquidity curve with a delay of roughly 3 months
🔹 Right now? $BTC is still on track — and if the pattern holds, we could be heading straight for new all-time highs
💡 Why it matters:
▪️ Bitcoin is increasingly behaving like a global macro asset
▪️ Liquidity expansion = more capital flowing into risk-on assets like BTC
▪️ Tracking M2 gives us a leading indicator of potential major price moves
📅 So far, everything’s going exactly according to plan.
👉 If global liquidity keeps rising — are we about to witness the next Bitcoin breakout?
#Bitcoin #BTC #M2
#CryptoMarket #CryptoInsights
The latest data confirms what many macro analysts have been tracking closely:
Bitcoin continues to follow global M2 liquidity trends — with a positive 3-month lag. 🧠📈
🔍 What’s happening:
🔹 Global M2 (money supply) is ticking upward
🔹 Historically, BTC follows this liquidity curve with a delay of roughly 3 months
🔹 Right now? $BTC is still on track — and if the pattern holds, we could be heading straight for new all-time highs
💡 Why it matters:
▪️ Bitcoin is increasingly behaving like a global macro asset
▪️ Liquidity expansion = more capital flowing into risk-on assets like BTC
▪️ Tracking M2 gives us a leading indicator of potential major price moves
📅 So far, everything’s going exactly according to plan.
👉 If global liquidity keeps rising — are we about to witness the next Bitcoin breakout?
#Bitcoin #BTC #M2
#CryptoMarket #CryptoInsights
El mensaje es claro: si quieres entender hacia dónde va Bitcoin $BTC observa el flujo de dinero en el mundo, no los titulares del día.
Bitcoin no se comporta de manera aleatoria ni impredecible, como muchos suponen. Su movimiento está íntimamente ligado a la liquidez global, particularmente al agregado monetario #M2 (que incluye efectivo, depósitos y cuentas de ahorro líquidas).
Recientemente, el M2 global ha experimentado un fuerte repunte, y $BTC en respuesta, ha seguido ese crecimiento casi como un reflejo.
Sigue la corriente, ignora el ruido:
más allá de la volatilidad diaria, noticias sensacionalistas o movimientos especulativos, Bitcoin tiende a alinearse con patrones macroeconómicos más profundos, como el flujo de liquidez internacional.
Por eso, para los analistas serios o inversionistas estratégicos, es más sensato enfocarse en estos indicadores estructurales que dejarse llevar por la narrativa superficial del mercado.
Análisis clave: Bitcoin como indicador de liquidez: A mayor expansión monetaria, mayor capital circulante que puede dirigirse a activos escasos como BTC.
M2 como brújula del mercado: El crecimiento del M2 global actúa como un motor silencioso que impulsa el precio de los activos especulativos y de cobertura frente a la inflación.
Ruido vs. señal: La frase destaca la importancia de diferenciar entre los eventos efímeros y las tendencias fundamentales.
Bitcoin no se comporta de manera aleatoria ni impredecible, como muchos suponen. Su movimiento está íntimamente ligado a la liquidez global, particularmente al agregado monetario #M2 (que incluye efectivo, depósitos y cuentas de ahorro líquidas).
Recientemente, el M2 global ha experimentado un fuerte repunte, y $BTC en respuesta, ha seguido ese crecimiento casi como un reflejo.
Sigue la corriente, ignora el ruido:
más allá de la volatilidad diaria, noticias sensacionalistas o movimientos especulativos, Bitcoin tiende a alinearse con patrones macroeconómicos más profundos, como el flujo de liquidez internacional.
Por eso, para los analistas serios o inversionistas estratégicos, es más sensato enfocarse en estos indicadores estructurales que dejarse llevar por la narrativa superficial del mercado.
Análisis clave: Bitcoin como indicador de liquidez: A mayor expansión monetaria, mayor capital circulante que puede dirigirse a activos escasos como BTC.
M2 como brújula del mercado: El crecimiento del M2 global actúa como un motor silencioso que impulsa el precio de los activos especulativos y de cobertura frente a la inflación.
Ruido vs. señal: La frase destaca la importancia de diferenciar entre los eventos efímeros y las tendencias fundamentales.
**Global M2 is Shrinking—Will Bitcoin Take a Hit Too? 📉**
PLUS: Major changes coming for Gary Gensler’s controversial SAB 121 regulation 🪓
---
### **GLOBAL M2 & BITCOIN: A DYNAMIC DUO? 🥊**
Okay, the boxing emoji might’ve been a stretch—this isn’t a fight, it’s more like a partnership.
**M2** represents the total cash in circulation, money in bank accounts, and retail money market mutual funds. Simply put: more M2 = more liquidity to invest, including in Bitcoin.
Historically, Bitcoin’s price has trailed M2 movements by about **70 days**. When M2 grows, Bitcoin tends to follow. But here’s the catch—right now, **M2 is shrinking**. 👇 (see chart)
If the trend holds, Bitcoin could see a pullback in the coming months.
---
### **IS A DOWNTURN THE BEGINNING OF A BIGGER BULL RUN?**
This isn’t all doom and gloom. If history repeats, like the **2016/2017 bull market**, a potential dip could be just a pause before Bitcoin rockets again.
### **WHAT COULD REIGNITE BITCOIN?**
- **Money printing** and **rate cuts** could pump liquidity back into the system—and eventually into Bitcoin.
Guess who might be leading this charge? Uncle Sam.
The U.S. government racked up massive COVID-era debt, with repayments due in 2025. Likely strategy?
1. Print more money →
2. Pay off loans →
3. Slash interest rates →
4. Borrow again at cheaper rates.
This might sound frustrating if you’re saving in fiat, but for Bitcoin holders, this could fuel the next big run.
---
Whether Bitcoin stays tied to M2 or breaks free, its long-term outlook remains #bullish
#bitcoin n #M2 #CryptoNewss #MarketInsights
PLUS: Major changes coming for Gary Gensler’s controversial SAB 121 regulation 🪓
---
### **GLOBAL M2 & BITCOIN: A DYNAMIC DUO? 🥊**
Okay, the boxing emoji might’ve been a stretch—this isn’t a fight, it’s more like a partnership.
**M2** represents the total cash in circulation, money in bank accounts, and retail money market mutual funds. Simply put: more M2 = more liquidity to invest, including in Bitcoin.
Historically, Bitcoin’s price has trailed M2 movements by about **70 days**. When M2 grows, Bitcoin tends to follow. But here’s the catch—right now, **M2 is shrinking**. 👇 (see chart)
If the trend holds, Bitcoin could see a pullback in the coming months.
---
### **IS A DOWNTURN THE BEGINNING OF A BIGGER BULL RUN?**
This isn’t all doom and gloom. If history repeats, like the **2016/2017 bull market**, a potential dip could be just a pause before Bitcoin rockets again.
### **WHAT COULD REIGNITE BITCOIN?**
- **Money printing** and **rate cuts** could pump liquidity back into the system—and eventually into Bitcoin.
Guess who might be leading this charge? Uncle Sam.
The U.S. government racked up massive COVID-era debt, with repayments due in 2025. Likely strategy?
1. Print more money →
2. Pay off loans →
3. Slash interest rates →
4. Borrow again at cheaper rates.
This might sound frustrating if you’re saving in fiat, but for Bitcoin holders, this could fuel the next big run.
---
Whether Bitcoin stays tied to M2 or breaks free, its long-term outlook remains #bullish
#bitcoin n #M2 #CryptoNewss #MarketInsights
🔥 Like & follow if this shook your macro model ⚡
🇨🇳 China M2 Grows 8.3% – World’s #1 Liquidity Engine
In June, China’s M2 grew by a stunning +8.3% YoY, driven by $2.24T in new yuan loans, aggressive state refinancing, and continued policy easing.
With its real estate sector under stress and exports cooling, Beijing is injecting credit into the system to prop up internal demand.
China alone accounts for ~40% of net M2 expansion in 2025—a major tailwind for global assets.
🟡 When China prints, markets listen—especially crypto. Stay liquid, stay watching.
#Binance #M2 #china
$WCT
🇨🇳 China M2 Grows 8.3% – World’s #1 Liquidity Engine
In June, China’s M2 grew by a stunning +8.3% YoY, driven by $2.24T in new yuan loans, aggressive state refinancing, and continued policy easing.
With its real estate sector under stress and exports cooling, Beijing is injecting credit into the system to prop up internal demand.
China alone accounts for ~40% of net M2 expansion in 2025—a major tailwind for global assets.
🟡 When China prints, markets listen—especially crypto. Stay liquid, stay watching.
#Binance #M2 #china
$WCT
انفصال بيتكوين عن مؤشر M2 النقدي: دورة زمنية قياسية تكشف تحوّل جوهري في السوق
أظهرت بيانات تحليلية حديثة أن حركة سعر بيتكوين منذ مايو الماضي باتت تسير في مسار مختلف تماماً عن اتجاه نمو المعروض النقدي العالمي (M2)، حيث سجلت فترة الانفصال بين المؤشرين 70 يوماً متواصلاً، وهو أطول تأخر زمني في تاريخ السوق.
هذا الانفصال يشير إلى أن العلاقة التقليدية بين بيتكوين والسياسات النقدية الكلية بدأت تتفكك. فبينما كان يُنظر إليها سابقاً كأداة للتحوط من التضخم، أخذت العملة الرقمية تميل أكثر نحو خصائص الأصول عالية المخاطر المشابهة لأسهم التكنولوجيا، بعيداً عن صورتها التقليدية كـ "ذهب رقمي".
على النقيض من ذلك، ما زال الذهب يحافظ على ارتباط وثيق مع توسع المعروض النقدي العالمي، حيث تُظهر البيانات أن نسبة قيمته أمام M2 تقارب 1:1، ما يعزز مكانته كملاذ آمن عند ارتفاع السيولة.
المحلل جو كونسورتي أوضح أن الذهب، كأصل عالي القيمة ومخزن للثروة، يميل إلى التحرك صعوداً بالتوازي مع توسع السيولة العالمية، بينما ينظر للأسواق إلى بيتكوين بشكل متزايد على أنها أداة مضاربة ذات مخاطر مرتفعة.
ورغم أن M2 العالمي ارتفع بأكثر من 7% منذ بداية 2024 وتراجع مؤشر الدولار الأمريكي بنحو 12% خلال نفس الفترة، إلا أن بيتكوين لم تستفد من فائض السيولة كما كان متوقعاً، بل استقرت في نطاق عرضي.
على مستوى الأداء، ما زالت بيتكوين تتداول أقل بنحو 10% من أعلى مستوياتها التاريخية، مع خسائر أسبوعية بلغت 3.7% مؤخراً، حيث فشلت في تجاوز حاجز 116,000 دولار وعادت لتستقر قرب 112,000 دولار. في المقابل، ورغم انتقادات بعض الأصوات مثل بيتر شيف الذي يشير إلى تراجع بيتكوين مقابل الذهب بنسبة 20% منذ أغسطس، إلا أن البيانات تظهر أن بيتكوين ارتفعت خلال آخر 12 شهراً بنسبة 78%، متفوقة بوضوح على مكاسب الذهب البالغة 42%.
ويرجّح المحللون أن هذا الانفصال بين بيتكوين ومؤشر السيولة النقدية قد نتج عن عوامل عدة؛ من أبرزها أن جزءاً كبيراً من السيولة الناتجة عن توسع ميزانية الاحتياطي الفيدرالي تدفق نحو الأسواق المالية التقليدية، إضافةً إلى التطورات الهيكلية داخل سوق العملات المشفرة نفسه، مثل زيادة دور المؤسسات وتنامي أسواق المشتقات.
في المحصلة، يشير هذا التباعد إلى أن دور بيتكوين في الدورة الاقتصادية العالمية يشهد تحولاً جذرياً، ما يستدعي من المستثمرين إعادة النظر في كيفية إدراجها ضمن محافظهم الاستثمارية، ليس فقط كوسيلة تحوط، بل كأصل ديناميكي يتأثر بعوامل متعددة تتجاوز السيولة النقدية.
#بيتكوين #الكريبتو #M2 #الذهب #العملات_الرقمية #BTC
هذا الانفصال يشير إلى أن العلاقة التقليدية بين بيتكوين والسياسات النقدية الكلية بدأت تتفكك. فبينما كان يُنظر إليها سابقاً كأداة للتحوط من التضخم، أخذت العملة الرقمية تميل أكثر نحو خصائص الأصول عالية المخاطر المشابهة لأسهم التكنولوجيا، بعيداً عن صورتها التقليدية كـ "ذهب رقمي".
على النقيض من ذلك، ما زال الذهب يحافظ على ارتباط وثيق مع توسع المعروض النقدي العالمي، حيث تُظهر البيانات أن نسبة قيمته أمام M2 تقارب 1:1، ما يعزز مكانته كملاذ آمن عند ارتفاع السيولة.
المحلل جو كونسورتي أوضح أن الذهب، كأصل عالي القيمة ومخزن للثروة، يميل إلى التحرك صعوداً بالتوازي مع توسع السيولة العالمية، بينما ينظر للأسواق إلى بيتكوين بشكل متزايد على أنها أداة مضاربة ذات مخاطر مرتفعة.
ورغم أن M2 العالمي ارتفع بأكثر من 7% منذ بداية 2024 وتراجع مؤشر الدولار الأمريكي بنحو 12% خلال نفس الفترة، إلا أن بيتكوين لم تستفد من فائض السيولة كما كان متوقعاً، بل استقرت في نطاق عرضي.
على مستوى الأداء، ما زالت بيتكوين تتداول أقل بنحو 10% من أعلى مستوياتها التاريخية، مع خسائر أسبوعية بلغت 3.7% مؤخراً، حيث فشلت في تجاوز حاجز 116,000 دولار وعادت لتستقر قرب 112,000 دولار. في المقابل، ورغم انتقادات بعض الأصوات مثل بيتر شيف الذي يشير إلى تراجع بيتكوين مقابل الذهب بنسبة 20% منذ أغسطس، إلا أن البيانات تظهر أن بيتكوين ارتفعت خلال آخر 12 شهراً بنسبة 78%، متفوقة بوضوح على مكاسب الذهب البالغة 42%.
ويرجّح المحللون أن هذا الانفصال بين بيتكوين ومؤشر السيولة النقدية قد نتج عن عوامل عدة؛ من أبرزها أن جزءاً كبيراً من السيولة الناتجة عن توسع ميزانية الاحتياطي الفيدرالي تدفق نحو الأسواق المالية التقليدية، إضافةً إلى التطورات الهيكلية داخل سوق العملات المشفرة نفسه، مثل زيادة دور المؤسسات وتنامي أسواق المشتقات.
في المحصلة، يشير هذا التباعد إلى أن دور بيتكوين في الدورة الاقتصادية العالمية يشهد تحولاً جذرياً، ما يستدعي من المستثمرين إعادة النظر في كيفية إدراجها ضمن محافظهم الاستثمارية، ليس فقط كوسيلة تحوط، بل كأصل ديناميكي يتأثر بعوامل متعددة تتجاوز السيولة النقدية.
#بيتكوين #الكريبتو #M2 #الذهب #العملات_الرقمية #BTC
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