đ $BTC BREAKS ITS LIQUIDITY TETHER â M2 SURGES 39% WHILE PRICE DRIFTS 17% LOWER! â ïž
đ The old playbook said when global money supply expands, Bitcoin rides the wave. But the data tells a wilder story â the Global M2 index climbed from 104 to nearly 145 between early 2024 and September 2025, while BTC's index tumbled from 102 down to 85. That's a 60-point divorce. đ
Why the disconnect? Capital now has far too many new blockchain homes â stablecoins, tokenized Treasuries, funds, and even tokenized stocks pulled over $300 billion into the tokenized market alone. Add spot ETFs to the mix, and institutions now steer BTC more by risk appetite and fund flows than by raw money supply. đĄ
The correlation isn't dead â it's just napping. đŹ Will BTC snap back into sync once ETF demand roars again, or is this decoupling the market's new default? đ
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #BTC #Macro #Decoupling #Liquidity #Crypto
đ đŠ
đ The old playbook said when global money supply expands, Bitcoin rides the wave. But the data tells a wilder story â the Global M2 index climbed from 104 to nearly 145 between early 2024 and September 2025, while BTC's index tumbled from 102 down to 85. That's a 60-point divorce. đ
Why the disconnect? Capital now has far too many new blockchain homes â stablecoins, tokenized Treasuries, funds, and even tokenized stocks pulled over $300 billion into the tokenized market alone. Add spot ETFs to the mix, and institutions now steer BTC more by risk appetite and fund flows than by raw money supply. đĄ
The correlation isn't dead â it's just napping. đŹ Will BTC snap back into sync once ETF demand roars again, or is this decoupling the market's new default? đ
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #BTC #Macro #Decoupling #Liquidity #Crypto
đ đŠ