According to @cas_abbe, a synchronized expansion in U.S. and global liquidity could emerge as the Fed moves toward cuts, the U.S. Treasury runs buybacks, and foreign central banks expand M2, positioning Bitcoin (BTC) as a direct beneficiary, source: @cas_abbe, X post on Sep 7, 2025. According to @cas_abbe, this combination forms a constructive backdrop for BTC liquidity and price sensitivity to macro easing, source: @cas_abbe, X post on Sep 7, 2025.

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, Bitcoin BTC holding above 100K is being supported by the U.S. dollar and global liquidity rather than crypto specific headlines, the source states. The source indicates traders should anchor their BTC bias to USD trend and liquidity conditions when assessing breakdown risk or continuation potential, per @cas_abbe. The source suggests tracking the U.S. Dollar Index DXY and global liquidity gauges for confirmation signals on BTC trend sustainability, according to @cas_abbe.

According to @rovercrc, global liquidity just reached a new all-time high and is extremely bullish for Bitcoin and crypto, based on his chart and market commentary shared on X on September 4, 2025, source: Crypto Rover on X. Global liquidity commonly refers to the availability of credit and money via major central bank balance sheets and cross-border funding, which the Bank for International Settlements has documented as a key driver of risk asset cycles, source: Bank for International Settlements (BIS) Global Liquidity Indicators and Quarterly Review. Academic and policy research has linked liquidity expansions with stronger performance in risk assets, implying a supportive backdrop for BTC and broader crypto beta when liquidity rises, source: BIS Quarterly Review and International Monetary Fund research on global liquidity and asset prices. Traders can validate this signal by tracking central bank balance sheets (Federal Reserve H.4.1, ECB financial statements, Bank of Japan balance sheet) alongside crypto-specific metrics like BTC perpetual funding rates and stablecoin net issuance before adjusting exposure, source: Federal Reserve H.4.1, European Central Bank weekly financial statements, Bank of Japan statistics, and market data resources such as CoinGlass or Glassnode.

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.