Bitcoin
Global M2 surge unlikely to deliver broad Bitcoin rally amid weak China flows
A $1 trillion jump in worldwide money supply, driven largely by China, shows limited signs of supporting cryptocurrency demand through traditional channels.
The cryptocurrency market has faced sustained pressure in recent weeks, with capital flows and stablecoin supply constraints weighing on sentiment. Global M2 money supply expanded by roughly $1 trillion in a single week, according to recent analysis, with China accounting for approximately $800 billion of that increase. However, the surge appears unlikely to translate into significant Bitcoin demand.
Global M2 captures cash and liquid deposits worldwide and typically serves as a primary liquidity source for risk assets including cryptocurrencies. Historically, declines in year-over-year M2 growth have marked Bitcoin price bottoms and opened doors for broader rallies. Currently, year-over-year M2 growth remains positive with no clear move into negative territory, suggesting Bitcoin and altcoins could slide further before a reversal emerges.
China's limited exposure to Bitcoin undermines the liquidity boost's impact. Hong Kong Bitcoin spot exchange-traded funds have absorbed just 48.1 BTC since August began, worth roughly $3.057 million. Mainland China's hostile stance toward cryptocurrency and widespread asset class bans further restrict potential capital flows from the region.
U.S. money supply dynamics present a more significant variable. The country's money supply continued expanding, with the latest figure placed at $23.16 trillion. U.S. crypto ETFs recorded their strongest weekly inflow since mid-April, with roughly $1.10 billion flowing into the products. This inflow, combined with reduced Middle East conflict headlines easing market pressure, could support near-term Bitcoin and altcoin performance.
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