According to @KobeissiLetter, policymakers are adding liquidity via eight catalysts: planned US $2,000 stimulus checks, a Japan $110B package, a China $1.4T package, the Fed ending QT on December 1, ~$1.9T annual US Treasury issuance, Canada restarting QE, record $137T global M2, and 320+ rate cuts over 24 months (source: The Kobeissi Letter). The author argues these developments raise the risk of another inflation wave that markets must price (source: The Kobeissi Letter). For crypto trading, liquidity expansion and debasement concerns have historically supported large-cap crypto like BTC and ETH as monetary debasement hedges; monitor confirmation through inflation expectations and real-yield dynamics (source: ARK Invest; source: Federal Reserve FRED). Key signals to watch include US 5y5y inflation expectations and breakeven rates, DXY, and US 10Y real yields to gauge risk-on versus risk-off conditions (source: Federal Reserve FRED). Track crypto-native liquidity via stablecoin net issuance and aggregate free-float supply, which have correlated with market breadth in prior cycles (source: Coin Metrics; source: Kaiko Research). Tactically, if stimulus/QE headlines are confirmed alongside rising breakevens and a softer DXY, momentum setups in BTC, ETH, and other high-liquidity assets tend to improve; conversely, a jump in real yields with a stronger dollar argues for tighter risk and rally fades until liquidity data turn (source: Federal Reserve FRED; source: ARK Invest).

According to @AltcoinDaily, the question is whether experts overstated the BTC and global M2 linkage, and the data shows a regime-dependent relationship. Source: @AltcoinDaily. In 2020–2021, BTC rallied alongside a historic expansion in broad money across major economies and rising US M2, indicating a positive liquidity beta. Source: IMF International Financial Statistics broad money series; Federal Reserve FRED M2SL; CF Benchmarks Bitcoin Reference Rate. In 2022, US M2 turned negative year over year and global liquidity tightened, while BTC fell more than 60% from its peak, consistent with liquidity sensitivity. Source: Federal Reserve FRED M2SL; BIS Global Liquidity Indicators and Quarterly Review; CF Benchmarks Bitcoin Reference Rate. In 2023–2024, the correlation weakened as crypto-specific catalysts such as the approval of US spot bitcoin ETFs and a recovery in stablecoin free float supported BTC despite uneven broad money growth. Source: U.S. Securities and Exchange Commission order approving spot bitcoin ETFs on Jan 10, 2024; Coin Metrics stablecoin supply data; BIS Quarterly Review. For trading, use global M2 as medium-term context but monitor near-term liquidity gauges including the Fed balance sheet (H.4.1), Treasury General Account and ON RRP, the dollar index and 10-year real yields, and aggregate stablecoin supply for directional signals. Source: Federal Reserve H.4.1 statistical release; U.S. Treasury FiscalData TGA; Federal Reserve Overnight Reverse Repo data; Federal Reserve trade-weighted dollar index; U.S. Treasury real yield series; Coin Metrics. Historically, BTC tends to perform when net dollar liquidity rises and the dollar weakens, so align risk with liquidity inflections and macro event dates. Source: Federal Reserve and U.S. Treasury data; CF Benchmarks Bitcoin Reference Rate.

According to @cryptorover, crypto and especially altcoins respond primarily to year-over-year global liquidity momentum rather than the absolute level of global M2, highlighting YoY liquidity as the key macro driver for price cycles and risk sentiment. Source: @cryptorover on X, Nov 9, 2025. He states that by this YoY liquidity gauge a true crypto bull market has not been confirmed yet, which implies traders should be cautious about assuming a sustained risk-on environment for altcoins based solely on rising global M2 levels. Source: @cryptorover on X, Nov 9, 2025. For trading, this view supports prioritizing the trajectory of YoY liquidity momentum when sizing altcoin exposure and leverage, waiting for a clear YoY upturn before materially increasing high-beta positions. Source: @cryptorover on X, Nov 9, 2025.

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).

According to @AltcoinGordon, gold and global M2 are printing all‑time highs while BTC is lagging, and he projects Bitcoin could reach $150k by late 2025 or Q1 2026 (source: @AltcoinGordon on X, Sep 16, 2025). World Gold Council data confirms gold set new record prices in 2024 alongside record central‑bank purchases, reinforcing a liquidity‑tailwind backdrop for risk assets (source: World Gold Council, Gold Demand Trends 2024 and Central Bank Gold Buying 2023 reports). Historically, major BTC advances have coincided with broad money acceleration—during the 2020–2021 liquidity surge, BTC rose from roughly $7k in early 2020 to about $69k in Nov 2021 (source: IMF International Financial Statistics global broad money series; CoinGecko BTC historical prices 2020–2021). For traders leaning into this thesis, a sustained upturn in global M2 year‑over‑year and stable‑to‑falling U.S. real yields are key confirmations to increase risk, while decelerating liquidity and rising real yields warrant reduced exposure and tighter stops (source: IMF IFS for global M2; Federal Reserve H.15 real yield series). A breakout with follow‑through above prior cycle highs tends to favor momentum strategies, whereas failed breakouts near liquidity slowdowns raise drawdown risk (source: AQR, Time Series Momentum, 2012; CoinGecko BTC price behavior around the 2021 ATH).

According to @cas_abbe, crypto is tracking global liquidity rather than moving in isolation, with a weakening U.S. dollar and rising global M2 providing a strong foundation for Bitcoin’s next leg higher; source: @cas_abbe on X, Sep 7, 2025. The trading takeaway is to monitor the USD trend (DXY) and global M2 growth as leading signals for BTC momentum, summarized as dollar down, liquidity up, Bitcoin next; source: @cas_abbe on X, Sep 7, 2025.

According to @cas_abbe, global M2 is the best single indicator of global liquidity and Bitcoin (BTC) historically reacts faster than other assets when liquidity expands, source: @cas_abbe. For trading, this implies monitoring inflections in global M2 (YoY or multi-month trend) as a timing signal to add BTC exposure during liquidity expansions and de-risk when M2 decelerates, source: @cas_abbe.

According to @MilkRoadDaily, China injected about $98B of liquidity this week, highlighting a renewed global liquidity impulse (source: @MilkRoadDaily). The source reports global M2 money supply has climbed nearly 4% over the past three months, a backdrop they link to historical outperformance in Bitcoin (BTC) when M2 expands (source: @MilkRoadDaily). For traders, the source implies that BTC’s beta to global liquidity is turning constructive, making the trajectory of Chinese liquidity operations and aggregate global M2 momentum key drivers to monitor near term (source: @MilkRoadDaily).

According to @rovercrc, Fox Business reported live that global M2 money supply is surging, and he stated Bitcoin (BTC) could be the next beneficiary of rising liquidity, source: Crypto Rover on X (Aug 14, 2025) citing a Fox Business live segment via the embedded clip. The trading takeaway presented in the post is that a renewed upswing in global M2 may act as a bullish liquidity impulse for BTC, prompting traders to monitor price reaction and momentum on the headline, source: Crypto Rover on X (Aug 14, 2025) referencing Fox Business coverage in the shared video.

According to @rovercrc, Bitcoin (BTC) is projected to maintain its upward momentum in the near term, while global M2 liquidity indicators are warning of a potential major financial market crash by late September 2025. Traders should closely monitor liquidity trends and BTC price action as these macro signals could significantly impact cryptocurrency volatility and trading strategies. Source: @rovercrc.

According to Dan Held, the comparison of Global M2 money supply to Bitcoin's market capitalization poses intriguing trading implications. The increasing disparity between traditional monetary expansion and Bitcoin's fixed supply suggests potential for Bitcoin as a hedge against inflation (source: Dan Held). Traders should consider Bitcoin's deflationary nature compared to fiat currency, which may influence investment strategies as global economic conditions evolve.

According to Crypto Rover, the global M2 money supply is on the rise, indicating a potential new all-time high for Bitcoin within weeks. This aligns with historical trends where increases in M2 often precede bullish movements in cryptocurrency markets. Traders should monitor Bitcoin's price closely as the expanding money supply could drive increased investment in digital assets. (Source: Crypto Rover)

According to Crypto Rover (@rovercrc), Global M2 has reached a new local top, indicating a potential shift in market liquidity. Bitcoin appears to have bottomed out, suggesting a significant upward movement could be imminent. This analysis points towards a possible massive pump in Bitcoin's price, aligning with the observed trends in global money supply.