Bitcoin: Between Institutional Appetite and Regulatory Tightening
ETF inflows, MicroStrategy’s aggressive buybacks, and fund-driven spot accumulation by players like Metaplanet continue to support Bitcoin’s price. Yet, regulatory pressures are intensifying. The U.S. Treasury is tightening oversight, while China expands its digital yuan to mainstream users.
M2 Growth = Bitcoin’s Lifeline
Back in 2020–2021, M2 supply surged 25%, fueling Bitcoin’s run to $69K. A similar easing cycle in 2024–2025 helped reignite momentum.
But now?
Latest 2025 Figures:
M2: $122 trillion
Year-over-Year Growth: just +0.0079% — essentially flat
With liquidity stagnating, Bitcoin faces potential consolidation or a pullback.
Takeaway:
ETF-driven excitement may boost prices in the short term, but true long-term upside depends on broader liquidity trends. Watch the Fed, track M2 growth, and monitor global monetary shifts.
