Overview of the US Cryptocurrency Market Based on Current M2 Indicators
Money Supply M2 in the US:
- Current M2 Volume: $21.76 trillion (April 2025).
- Trend: The M2 money supply is showing a slowdown in growth, which may indicate a tightening of monetary policy.
- Forecast: A decrease to $21.35 trillion is expected in 2026.
Impact on the Cryptocurrency Market:
- Bitcoin: Historically, a decrease in M2 has correlated with volatility $BTC . However, institutional investments and ETF approvals may support the price above $250,000.
- Stablecoins: A decrease in liquidity may increase demand for stablecoins as an alternative to traditional assets.
- Altcoins: A rise in interest in Solana and XRP is expected, especially in the context of potential ETF approvals.
- Tokenization of Assets: A decrease in M2 may stimulate a shift of capital into tokenized assets such as real estate and bonds.
Conclusion:
The slowdown in M2 growth in the US may lead to a decrease in liquidity in traditional markets, but the crypto industry shows resilience due to institutional adoption and technological innovations. It is important to monitor further changes in the money supply and their impact on demand for digital assets.
