BITCOIN TO WHERE ?

“When liquidity speaks, the noise falls silent.”

Markets don’t need much interpretation when there’s a single variable driving everything: liquidity.

For decades, M2 – the broad money supply globally – has been used as a leading indicator to understand cycles of boom and bust. What started as a technical metric has now become a key to understanding Bitcoin itself.

On April 9, I pointed this out in a post: global liquidity was rising sharply, while Bitcoin was hesitating at the $75,000 mark. Today, just four weeks later, the price has exceeded $105,000. This isn’t a coincidence, but a pattern that repeats with remarkable precision, with a time lag rarely exceeding three months between liquidity expansion and Bitcoin’s rise.

The lesson is simple, yet profound:

When money flows, it doesn’t just lift traditional markets — it reshapes the very architecture of value.

Bitcoin doesn’t move in response to tweets or momentary news — it breathes through the same liquidity cycle that fuels central banks, debt markets, and gold.

If this correlation between M2 and Bitcoin continues, then what we are witnessing is not a speculative rally, but a global repricing of value-preserving assets.

In a world where trillions are printed without end, don’t ask:

“Why is Bitcoin rising?”

Rather ask:

“Why aren’t all other assets rising at the same pace?”