According to @AltcoinGordon, the current state of global M2 liquidity argues that capping Bitcoin (BTC) at $90,000 is too conservative and that upside targets should be set higher (source: @AltcoinGordon on X, Sep 20, 2025). For trading, this thesis supports a bullish continuation bias for BTC, favoring strategies that lean into strength rather than taking profit at $90K as a hard ceiling (source: @AltcoinGordon on X, Sep 20, 2025). The risk to this view is a reversal in global M2 growth; if liquidity rolls over, the bullish extension case weakens and traders should reassess exposure (source: @AltcoinGordon on X, Sep 20, 2025). Monitoring global liquidity metrics alongside BTC momentum and funding can help confirm or invalidate the thesis in real time (source: @AltcoinGordon on X, Sep 20, 2025).