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 @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 Michaël van de Poppe, ETH has experienced exceptionally strong monthly returns, signaling a potential kickstart to a new crypto cycle. He emphasizes that the current liquidity cycle is proving more influential than the traditional four-year cycle for Ethereum and broader altcoin markets. This shift may drive significant trading opportunities for ETH and altcoins, indicating a bullish environment for traders seeking momentum and rapid gains (source: Michaël van de Poppe).

According to AltcoinGordon, traders should prepare for significant volatility in the cryptocurrency market once central banks begin aggressive money printing, a scenario he asserts is inevitable (Source: @AltcoinGordon, May 20, 2025). Historically, increased fiat liquidity has driven Bitcoin and altcoin prices higher, as seen in previous quantitative easing cycles. This creates a potential opportunity for crypto traders to anticipate bullish momentum across major assets, especially as inflation hedges become more attractive. Monitoring central bank policy signals and liquidity indicators remains critical for timely trade entries.