🚨 GLOBAL LIQUIDITY JUST HIT A RECORD.
Global M2 is now estimated at roughly $103.4 TRILLION.
The U.S., China, Eurozone and Japan together added around $1 TRILLION in August.
That marks the 10th consecutive monthly increase.
And this is where Bitcoin gets interesting.
For years, expanding global liquidity has broadly coincided with stronger performance across risk assets, including BTC.
More liquidity can mean more capital available to flow through financial markets.
But there’s a major caveat:
Bitcoin has recently been rising less consistently with global M2 than the historical relationship would suggest.
So $103T+ in global M2 does NOT automatically mean Bitcoin goes higher.
What matters next is whether liquidity expansion continues Whether financial conditions ease And whether that liquidity actually finds its way into risk assets.
The macro setup is getting VERY interesting.
Watch global M2.
Watch the dollar.
Watch yields.
Then watch Bitcoin.
#Bitcoin #BTC #Crypto #Liquidity #Macro
Global M2 is now estimated at roughly $103.4 TRILLION.
The U.S., China, Eurozone and Japan together added around $1 TRILLION in August.
That marks the 10th consecutive monthly increase.
And this is where Bitcoin gets interesting.
For years, expanding global liquidity has broadly coincided with stronger performance across risk assets, including BTC.
More liquidity can mean more capital available to flow through financial markets.
But there’s a major caveat:
Bitcoin has recently been rising less consistently with global M2 than the historical relationship would suggest.
So $103T+ in global M2 does NOT automatically mean Bitcoin goes higher.
What matters next is whether liquidity expansion continues Whether financial conditions ease And whether that liquidity actually finds its way into risk assets.
The macro setup is getting VERY interesting.
Watch global M2.
Watch the dollar.
Watch yields.
Then watch Bitcoin.
#Bitcoin #BTC #Crypto #Liquidity #Macro
