📊 Global Liquidity Still Supports Risk Assets — but a Pause May Be Coming

✅ Our Global M2 proxy continues to signal supportive conditions for risk assets in the near term.

🔗 The correlation between Global M2 and #Bitcoin remains strong, suggesting further short-term upside for BTC.

⏸ However, our 10-week lag model indicates a potential pause in the uptrend for both equities and crypto in the second half of June.

📈 If the recent uptick in M2 growth sustains, it could fuel a resumption of bullish momentum into July.

🧠 Reminder: Liquidity is just one of many factors — this is not investment advice.

#Macro #Liquidity #Bitcoin #Crypto #Equities #M2 #Markets #BTC #AssetAllocation #Trading #RiskAssets