According to @cas_abbe, rising global M2 historically aligned with BTC upside in 2020 when BTC advanced from roughly $5K to $65K as M2 surged, while a flat M2 backdrop in 2023 aligned with BTC consolidation, and renewed M2 expansion in 2025 aligns with BTC holding above $100K, source: @cas_abbe on X, Sep 7, 2025. According to @cas_abbe, traders can treat global M2 trend as a top-down risk gauge for BTC direction by monitoring M2 acceleration or deceleration to anticipate momentum shifts and by viewing $100K as a key psychological level while liquidity rises, source: @cas_abbe on X, Sep 7, 2025. According to @cas_abbe, an actionable approach is to track global M2 YoY and 3-month annualized changes, set alerts around the $100K spot level and derivatives funding when M2 inflects, and align position sizing with the liquidity regime implied by M2 trends, source: @cas_abbe on X, Sep 7, 2025.

According to @rovercrc, US M2 money supply rose from about 12 trillion dollars in 2015 to roughly 22 trillion dollars in 2025 while Bitcoin’s maximum supply stayed fixed at 21 million, emphasizing BTC scarcity versus fiat expansion; source: @rovercrc on X. Federal Reserve data confirm a long-run increase in M2 from roughly 12 trillion dollars in 2015 to above 20 trillion dollars by 2024, validating the monetary expansion trend; source: Federal Reserve FRED M2SL. Bitcoin’s supply cap is set at 21 million by the protocol with issuance declining through programmed halvings, reinforcing the fixed-supply profile; source: Bitcoin.org. During the 2020 to 2021 liquidity surge, M2 accelerated and BTC reached record highs, illustrating how macro liquidity can coincide with Bitcoin strength; sources: Federal Reserve FRED and Yahoo Finance BTC-USD.

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, a forthcoming Federal Reserve rate cut could catalyze a parabolic rally in Bitcoin (BTC) and altcoins by boosting macro liquidity that historically supports risk assets; Source: @rovercrc on X, Aug 13, 2025. As historical context, after the Federal Reserve cut the policy rate to 0–0.25% on March 15, 2020, BTC rose from roughly $5,000 in March 2020 to about $64,000 by April 2021; Sources: Board of Governors of the Federal Reserve System press release, Mar 15, 2020; Yahoo Finance BTC-USD historical data. For trading, monitor upcoming FOMC decisions and policy statements published by the Federal Reserve, as these announcements are known market catalysts for crypto volatility aligned with the author’s thesis; Sources: Board of Governors of the Federal Reserve System; @rovercrc on X, Aug 13, 2025.