🟨 GLOBAL M2 HITS $111 TRILLION — IS BITCOIN THE ESCAPE HATCH? 🟨
Bitcoin soared past $100,000 this week, touching $104K before cooling off at $103K. The surge came after news of an upcoming U.S.–China trade meeting in Switzerland, igniting optimism across global markets. But beneath the headlines, many analysts are watching something deeper: global liquidity.
Macro investor Julien Bittel highlights the global M2 money supply as a key leading indicator for Bitcoin. Historically, when M2 expands, BTC follows 12 weeks later. Between 2023 and 2024, global M2 rose sharply—from $98T to $108T—and Bitcoin responded by breaching the $100K mark. When M2 paused mid-2024, BTC dipped under $80K. Now, M2 has surged again—passing $111 trillion. If the pattern holds, we may see a strong Bitcoin rally by mid-2025.
But not everyone agrees. Analyst Benjamin Cohen argues that Bitcoin often leads, not lags, liquidity. In both 2017 and 2021, BTC topped out before M2 peaked. According to him, the current Bitcoin rally may actually signal that liquidity could soon tighten. He also points to the 2022 crash, which aligned with a low in M2, but was made worse by the FTX collapse—showing how external shocks can throw off even the most reliable macro signals.
So, is Bitcoin’s rise a resilient response to liquidity—or a warning sign of a looming downturn? With M2 accelerating again, the next move could define the macro narrative for the rest of 2025.
🟡#BTCBackto100K #M2T111 #AltcoinSeasonLoading