Bitcoin penetrated the level of $ 100,000 this week, reaching $ 104,000 before adjusting about 103,000 dollars. The move came after news stating that Chinese officials and Chinese officials will sit in Switzerland to talk about a possible trade agreement. The markets responded immediately. Optimism returned, and Bitcoin It rose accordingly. But analysts see beyond the headlines. Global liquidity is the real story.
M2 global up to 111 trillion dollars
Julien Bittel, a macro -Macro Investor, believes that Global M2 Money Supply is a good pioneering indicator of Bitcoin. Make a plan that shows a 12 -week late between M2 and the highest encryption price. Shortly developed, when the M2 is increasing, Bitcoin follows about three months.
Many of you have requested the M2 chart for Bitcoin Global Global. Well, here is …
And yes – still tells the same story:
We go to the top … pic.twitter.com/kv7quse9ign
Julian Tini, CFA (Pittjulien) May 9, 2025
Between early 2023 and early 2024, Global M2 increased from 98 trillion dollars to more than 108 trillion dollars. Bitcoin came, and finally broke more than $ 100,000. But mid -2014, M2 stopped its rise for a while.
Bitcoin also decreased, as it decreased to less than 80,000 dollars during that period. Bittel referred to this range as a unification stage. today, M2 It moves again – quickly. 111 trillion dollars have passed. If this trend continues, BTC may continue to rise in mid -2015.
“We are transcending,” Bittel said, referring to the strong rise in the global M2 as a sign.
Others believe that bitcoin is the upper dog
Not everyone agrees with the Bittel schedule. Analyst Benjamin Cohen raised doubts about the idea that encryption assets are always in line with liquidity changes. He pointed out that Bitcoin struck its highest levels in 2017 and 2021 before he reached M2. This is not commensurate with the theory of M2 Leving BTC by 12 weeks.
Cohen presented an alternative perspective. He believes that Bitcoin can perform well, with changes on the M2 later. If this is the case, the last climb may have warned us that global liquidity may decrease in the coming months.
what if #Bitcoin He performs liquidity, instead of delaying it?
Many people display this graph, as they compensate the M2 Global in 3-4 months and show BTC to follow.
The problem is that in 2021, this M2 displacement appears up for 6 months after BTC topped. pic.twitter.com/gpkbw9jbog
– Incryptoverse May 8, 2025
FTX collapse is still echoing
Cohen also referred to what happened in 2022, when Bitcoin fell hard. This decrease coincided with the M2 bottom – but the decline lasted longer due to the FTX disaster. He kept that bitcoin price movements do not always adhere to the same timetable as M2. The failure of exchange can be disrupted like an experienced person.
This perspective reveals another type of prediction. If BTC is backward, instead of driving, the current assembly may indicate a danger on the horizon – not flexibility.
Distinctive photo of Pexels, tradingView graph
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