According to @cas_abbe, the People's Bank of China injected about ¥2 trillion ($289B) in liquidity this week via reverse repo operations and highlighted a renewed rise in M2, implying a supportive backdrop for BTC and altcoins (source: @cas_abbe). Reverse repos temporarily add cash to banks and ease short-term funding conditions, which transmits broader liquidity to markets (source: People's Bank of China open market operations statements). Empirical research shows crypto assets, including BTC and altcoins, co-move with global financial conditions; easier liquidity has historically aligned with stronger crypto returns and turnover (source: IMF Global Financial Stability Report 2022). M2 is a standard gauge of monetary liquidity for assessing financial easing in macro analysis (source: Bank for International Settlements). For trading, sustained PBoC injections and rising M2 have historically coincided with a risk-on tone in BTC and higher-beta altcoins, so monitoring daily PBoC OMO, onshore funding rates, and crypto volumes during Asia hours is prudent while this trend persists (source: IMF 2022; People's Bank of China OMO data).

According to @milesdeutscher, the BTC price is closely tracking the direction of global M2 liquidity, with a BTC vs M2 chart playing out even if not point-for-point exact. Source: @milesdeutscher, X, Aug 12, 2025. He describes Bitcoin as a liquidity sponge, implying that expansions in global liquidity tend to support BTC while liquidity tightening creates headwinds. Source: @milesdeutscher, X, Aug 12, 2025. For trading, this positions global M2 trend as a macro indicator to monitor for BTC directional bias and risk management, aligning BTC with the global liquidity cycle. Source: @milesdeutscher, X, Aug 12, 2025.

According to @rovercrc, the Federal Reserve is set to cut rates in September, which he argues will push global liquidity higher, source: @rovercrc on X, August 11, 2025. He states this is bullish for Bitcoin (BTC) and the broader crypto market, signaling a potential risk-on backdrop for digital assets, source: @rovercrc on X, August 11, 2025.

According to @MilkRoadDaily, global liquidity growth has slowed as a stronger U.S. dollar and the U.S. Treasury refilling its Treasury General Account pull capital out of risk assets like crypto, pressuring BTC and ETH in the near term, source: @MilkRoadDaily on X, Aug 10, 2025. They state this impact is short term and note that a potential September Federal Reserve rate cut could reverse the liquidity drag by easing financial conditions, potentially supporting a risk-on rotation back into crypto, source: @MilkRoadDaily on X, Aug 10, 2025. Traders are advised to monitor the dollar trend, TGA balances, and the September policy path to time re-entry and beta exposure in BTC and ETH, source: @MilkRoadDaily on X, Aug 10, 2025.

According to @rovercrc on X (Aug 9, 2025), ETH will follow global liquidity and reach $10,000, positioning liquidity conditions as the core driver of Ethereum price action for traders to monitor (source: @rovercrc on X, Aug 9, 2025). The post flags $10,000 as a key psychological target for ETH and implies that macro liquidity trends are the main catalyst for momentum in this cycle (source: @rovercrc on X, Aug 9, 2025). No timeframe, quantitative model, or supporting macro metrics were disclosed in the post, limiting immediate validation of the thesis (source: @rovercrc on X, Aug 9, 2025).

According to @MilkRoadDaily, the upcoming Milk Road podcast will feature Michael Howell, known as a global liquidity expert, on August 5, Jesse Pollak, founder of Base, on August 8, and OSF, founder of Rekt, on August 15. These episodes are expected to provide valuable trading insights, especially regarding global liquidity trends and Base’s Layer 2 developments, which may influence ETH and related DeFi tokens. Crypto traders should monitor these discussions for actionable information on market liquidity conditions and protocol updates. Source: @MilkRoadDaily.

According to Crypto Rover, global liquidity is experiencing a significant increase, yet Bitcoin (BTC) has not fully reflected this growth in its price action. Citing an 83% correlation between Bitcoin and global liquidity, Crypto Rover suggests that BTC may soon catch up with the liquidity surge, indicating a bullish outlook for traders monitoring macroeconomic liquidity trends. This strong historical correlation highlights the importance of tracking global liquidity flows for anticipating potential Bitcoin price movements. Source: Crypto Rover.

According to @MilkRoadDaily, several macroeconomic indicators suggest a bullish outlook for the cryptocurrency market. Global liquidity is reportedly hovering around all-time highs, a condition that historically supports the growth of risk assets like cryptocurrencies. Furthermore, the source's macro team anticipates the Institute for Supply Management's (ISM) Purchasing Managers' Index (PMI) will surpass the 50-point threshold in August or September. A PMI reading above 50 has historically been correlated with the beginning of an 'alt season,' signaling potential significant gains for alternative cryptocurrencies beyond Bitcoin (BTC).

According to Crypto Rover, Bitcoin (BTC) is positioned for a significant price movement, mirroring recent global liquidity expansion. The shared chart highlights a strong correlation between global liquidity trends and Bitcoin price action, suggesting a trading opportunity as liquidity increases. Traders are advised to monitor this relationship closely for potential breakout setups, as rising liquidity historically precedes bullish momentum in BTC. Source: Crypto Rover on Twitter.

According to CryptoMichNL, traders should prioritize monitoring China's economic indicators, particularly the Renminbi (CNY), over the U.S. dollar when analyzing altcoin price movements. In his discussion with Hugh Hendry, CryptoMichNL highlights that shifts in the Chinese currency can signal crucial changes in global liquidity and risk appetite, which directly impact altcoin volatility and trading strategies. This perspective suggests that keeping a close watch on CNY trends may provide early signals for significant altcoin market moves. Source: CryptoMichNL via Twitter, June 20, 2025.

According to Crypto Rover, global liquidity is experiencing a significant surge, which historically correlates with upward momentum for Bitcoin (BTC) prices. This increase in global liquidity typically provides more capital for risk-on assets like cryptocurrencies, suggesting an enhanced trading environment for BTC. Traders should closely monitor liquidity indicators as rising global liquidity often precedes bullish moves in the crypto market. Source: Crypto Rover (@rovercrc, June 20, 2025).

According to Crypto Rover, global liquidity is rapidly increasing, which historically correlates with significant upward movements in Bitcoin (BTC) price. Traders are closely monitoring liquidity trends as expanding global money supply often drives higher risk asset demand, including cryptocurrencies. As noted by Crypto Rover on June 19, 2025, this liquidity expansion is expected to provide strong support for BTC, potentially leading to bullish momentum in the near term (Source: Crypto Rover, Twitter).

According to MilkRoadDaily, while the US Federal Reserve remains cautious, global liquidity is already on the rise due to monetary easing in Japan, China, and Europe (source: MilkRoadDaily, June 19, 2025). Historical data indicates that increases in global liquidity typically precede positive movements in the cryptocurrency markets, including Bitcoin (BTC) and Ethereum (ETH), by several months. Traders should note that this expansion in liquidity across major economies could provide an early bullish signal for crypto asset prices, suggesting potential upward momentum in the coming months.

According to The Kobeissi Letter, the Bank of Japan reduced its bond holdings by 6.2 trillion Yen in Q1 2025, marking the largest quarterly decline on record. Over the past five quarters, the BoJ's balance sheet has contracted by a total of 14.2 trillion Yen. This accelerated quantitative tightening signals tightening liquidity in Japanese and global markets, which historically impacts risk assets, including cryptocurrencies like BTC and ETH, by potentially reducing available capital flows and increasing volatility. Crypto traders should monitor further BoJ policy developments for possible effects on global asset correlations and capital movements. Source: The Kobeissi Letter (Twitter, June 18, 2025).

According to The Kobeissi Letter, Iran is currently undergoing a near-total nationwide internet blackout, with only 3% internet connectivity as of June 18, 2025. This significant disruption is likely to hinder access to global cryptocurrency exchanges, limit local trading volume, and may temporarily suppress on-chain activity involving BTC and other cryptocurrencies within the region. Traders should monitor potential impacts on global liquidity, especially for peer-to-peer (P2P) markets and cross-border USDT transactions, as such outages could lead to increased volatility or arbitrage opportunities in decentralized markets. Source: The Kobeissi Letter Twitter, June 18, 2025.

According to Gordon (@AltcoinGordon), a successful crypto trading approach involves four core principles: monitoring global liquidity, aligning with prevailing market narratives, seeking assets with asymmetric upside, and ignoring 99% of market noise (source: Twitter, June 17, 2025). This framework emphasizes fact-based decision-making and risk management, which can help traders identify high-probability opportunities in volatile crypto markets. By focusing on these factors, traders may better position themselves to capitalize on major trends and minimize the impact of short-term volatility.

According to @AltcoinGordon, global liquidity is increasing as M2 money supply rises and quantitative easing (QE) policies return, making capital cheaper and boosting risk-on assets like cryptocurrencies. For traders, this environment historically fuels higher volatility and upward momentum for high-beta assets such as BTC and ETH. Monitoring central bank liquidity trends and M2 expansion is essential for anticipating potential crypto market rallies. (Source: @AltcoinGordon, June 16, 2025)

According to Crypto Rover, global liquidity is rapidly increasing, which is considered a bullish signal for Bitcoin (BTC) price action. As higher liquidity typically drives demand for risk assets, this trend is expected to support upward momentum for BTC and the broader cryptocurrency market. Traders are advised to monitor liquidity indicators and assess their impact on crypto price trends as global central banks continue easing monetary conditions (source: Crypto Rover on Twitter, June 16, 2025).

According to Crypto Rover, gold prices are surging alongside a significant increase in global liquidity, signaling bullish momentum for Bitcoin (BTC) as the next asset likely to benefit from this macro trend (source: @rovercrc, Twitter, June 16, 2025). Traders should monitor the correlation between rising gold prices and Bitcoin, as historical data indicates that increased liquidity often drives capital into both traditional safe-haven assets and leading cryptocurrencies like BTC. This environment may present trading opportunities for those looking to capitalize on Bitcoin's potential upward movement in response to expanding global liquidity and inflation hedging strategies.

According to Crypto Rover, former President Trump has stated he will work with President Xi to open up China to trade, suggesting a positive outlook for global markets. This announcement is viewed as bullish for both stock and cryptocurrency markets because increased US-China trade can boost investor confidence, liquidity, and risk appetite. Historically, easing tensions between the US and China has led to rallies in major indices and cryptocurrencies like BTC and ETH due to improved macroeconomic sentiment (source: Crypto Rover via Twitter, June 11, 2025). Traders should monitor follow-up statements and market reactions, as increased trade cooperation could drive further upside in risk assets.