The Liquidity Tide is Turning
Global M2 money supply is showing signs of expansion for the first time in 18 months. Historically, Bitcoin acts as the most sensitive barometer for global liquidity.
Key Metrics
- Global M2 YoY: +2.4% (First positive print since 2022)
- BTC Correlation: 0.85 (High)
The Setup
As central banks ease, risk assets are primed for repricing. We are watching the $65k level on BTC as the confirmation of this liquidity-driven leg up.
Wizard's Verdict: Accumulate on dips. The macro tailwind is back.