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Does bitcoin actually track global M2 with a ~10-week lag? In my view, short-term correlations like this are probably spurious. But over the long term, the relationship between global liquidity and bitcoin is both logical and hard to deny.

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Joe Burnett, MSBA

96,322 subscribers

18,864 Aufrufe • vor 1 Jahr •via X (Twitter)

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5 Kommentare

Profilbild von Cade 🐺
Cade 🐺vor 1 Jahr

That’s an interesting perspective.

Profilbild von WOLF Crypto
WOLF Cryptovor 1 Jahr

Makes sense that global liquidity moves would eventually show up in Bitcoin’s price.

Profilbild von T
Tvor 1 Jahr

Agree on the spurious short-term correlation. Global M2 and BTC relationship is more about macro liquidity conditions and capital flows over longer timeframes. The 10-week lag seems like pattern-seeking in noise.

Profilbild von Neo
Neovor 1 Jahr

Plenty of open questions about where bitcoin goes and what it depends on. The end of this cycle will increase clarity a lot.

Profilbild von ₿IGRYANPARK 🧲
₿IGRYANPARK 🧲vor 1 Jahr

Contextually, it does 👇

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