#bitcoin #BTC
đ„ Bitcoin is more undervalued than at any time in years â Bitwise
While $BTC is trading below $100k, global liquidity is exploding:
âïž US prints $1.9 trillion Treasury + $2000 stimulus checks
âïž Japan â $110 billion stimulus
âïž China â $1.4 trillion fiscal package
âïž Canada brings back QE
âïž 320+ rate cuts worldwide in 2 years
âïž Global M2 â new record $137 trillion
What about assets?
đ„ Gold is already +75% above its âfairâ level relative to M2
đ§ Bitcoin â minus 66% from Bitwise model
- Model âfairâ $BTC price = ~$270,000 (+194% potential)
Bitwise: âThis is one of the biggest macro disconnects in Bitcoin history. Rotation from gold to BTC could be very powerful.â
Fidelity CEO Jurrien Timmer: âBitcoin now looks like goldâs little brother, lagging a bit but fundamentally remaining on its power-law trajectory.â
2026 could be the year Bitcoin catches up and overtakes all this printed liquidity.
