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.