Bitcoin Decouples From Global M2 Liquidity As Money Supply Hits Record High

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Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure TL;DR Global M2 liquidity reportedly crossed $135 trillion in June 2026. Bitcoin is trading far ...

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Ad Disclosure\n\nTL;DR\n\nGlobal M2 liquidity reportedly crossed $135 trillion in June 2026.\nBitcoin is trading far ...</p>\n\n<a href=\"https://bitcoinist.com/bitcoin-decouples-from-global-m2-liquidity-as-money-supply-hits-record-high/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HODL","symbol_name":"比特币ETF-VanEck","start_time":0,"source_url":"https://bitcoinist.com/bitcoin-decouples-from-global-m2-liquidity-as-money-supply-hits-record-high/","article_id":"2644718152","we_media_id":null,"thumbnails":["https://bitcoinist.com/wp-content/uploads/2026/06/Bitcoin-from-Pixabay-7.jpg?resize=350%2C250"],"rights":{"source":"bitcoinist_highlight","url":"https://bitcoinist.com/bitcoin-decouples-from-global-m2-liquidity-as-money-supply-hits-record-high/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2644718152","pubTimestamp":1781658578,"columns":[],"sourceInfo":{"source_id":"bitcoinist_highlight","name":"Bitcoinst"},"weMediaInfo":null,"summary":"Bitcoin has reportedly decoupled from record global M2 liquidity, but traders should treat liquidity models as analysis, not mechanical prediction.","collect":0,"end_time":0,"defaultTopTitle":"bitcoinist.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"HODL":"比特币ETF-VanEck","BTCL":"T-REX 2X LONG BITCOIN DAILY TARGET ETF","CBTO":"Calamos Bitcoin 80 Series Structured Alt Protection ETF - October","DEFI":"比特币期货ETF-Hashdex","MAXI":"比特币期货ETF-Simplify","DFII":"FT Cboe Vest Bitcoin Strategy & Target Income ETF","CBTY":"Calamos Bitcoin 80 Series Structured Alt Protection ETF - July","BITU":"2倍做多比特币期货ETF-Proshares","CBXA":"Calamos Bitcoin 90 Series Structured Alt Protection ETF – April","BTCO":"比特币ETF-Invesco Galaxy","BAGY":"Amplify Bitcoin Max Income Covered Call ETF","CBOY":"Calamos Bitcoin Structured Alt Protection ETF - July","CBXJ":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - January","BTRN":"比特币期货ETF-Global X","BITX":"2倍比特币期货ETF-Volatility Shares","EZBC":"比特币ETF-Franklin","SBIT":"2倍做空比特币期货ETF-Proshares","XBTY":"GraniteShares YieldBOOST Bitcoin ETF","GBTC":"比特币ETF-Grayscale","FBTC":"比特币ETF-Fidelity","BITY":"Amplify Bitcoin 2% Monthly Option Income ETF","CBXO":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - October","BTCW":"比特币ETF-Wisdom Tree","BITB":"比特币ETF-Bitwise","BETE":"等权重比特币&以太币期货ETF-ProShares","BFJL":"FT Vest Bitcoin Strategy Floor15 ETF - July","CBXY":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - July","BCCC":"Global X Bitcoin Covered Call ETF","CBOA":"Calamos Bitcoin Structured Alt Protection ETF - April","BETH":"比特币&以太币期货ETF-ProShares","BITI":"1倍做空比特币期货ETF-Proshares","CBOJ":"Calamos Bitcoin Structured Alt Protection ETF - January","IBIT":"比特币ETF-iShares","BTC":"Grayscale Bitcoin Mini Trust","CBTA":"Calamos Bitcoin 80 Series Structured Alt Protection ETF – April","QBF":"Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly","BFAP":"FT Vest Bitcoin Strategy Floor15 ETF - April","YBTC":"比特币看涨期权ETF-Roundhill","CBTJ":"Calamos Bitcoin 80 Series Structured Alt Protection ETF - January","ARKB":"比特币ETF-21Shares","BTF":"比特币&以太币期货ETF-CoinShares","BITO":"比特币期货ETF-ProShares","CBOO":"Calamos Bitcoin Structured Alt Protection ETF - October","BTCI":"NEOS Bitcoin High Income ETF","MNRS":"GRAYSCALE BITCOIN MINERS ETF","BTFX":"比特币期货ETF-CoinShares","BRRR":"比特币ETF-CoinShares","BPI":"Grayscale Bitcoin Premium Income ETF"},"translate_title":"比特币与全球M2流动性脱钩货币供应量创历史新高","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BITX":0.6,"BTRN":0.6,"CBOY":0.6,"XBTY":0.6,"BITI":0.6,"BTCL":0.6,"GBTC":0.6,"CBOO":0.6,"CBTO":0.6,"BITY":0.6,"BTF":0.6,"FBTC":0.6,"BPI":0.6,"IBIT":0.6,"CBXJ":0.6,"BETH":0.6,"YBTC":0.6,"BRRR":0.6,"BTC":0.6,"EZBC":0.6,"BITB":0.6,"BFJL":0.6,"BETE":0.6,"BITO":0.6,"CBXY":0.6,"CBTJ":0.6,"BCCC":0.6,"QBF":0.6,"CBTA":0.6,"CBOA":0.6,"BTCI":0.6,"CBXO":0.6,"BFAP":0.6,"BITU":0.6,"BTCW":0.6,"CBXA":0.6,"BAGY":0.6,"ARKB":0.6,"BTCO":0.6,"SBIT":0.6,"DEFI":0.6,"MAXI":0.6,"MNRS":0.6,"CBOJ":0.6,"HODL":0.6,"BTFX":0.6,"DFII":0.6,"CBTY":0.6},"content_text":"Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure\n\nTL;DR\n\nGlobal M2 liquidity reportedly crossed $135 trillion in June 2026.\nBitcoin is trading far below its prior peak, creating a visible divergence from liquidity expansion models.\nSome analysts see a delayed catch-up rally, while others argue the relationship has structurally changed.\nPast correlation between money supply and BTC price is not a guarantee of future performance.\n\nBitcoin is again testing one of crypto macro’s favorite assumptions: that rising global liquidity eventually pulls BTC higher. According to the June 16 writing handoff, global M2 liquidity has crossed a record $135 trillion, while Bitcoin remains far below its October 2025 peak and trades near the mid-$60,000 area.\nThat divergence is attracting attention because Bitcoin has often moved with global liquidity across prior cycles. When money supply expands, risk appetite and asset prices tend to improve. But this time, the relationship appears less direct.\n\n\n\n\n\n\nThe Catch-Up Rally Argument\nThe bullish interpretation is simple. Bitcoin is lagging, not breaking. Under that view, liquidity is still a powerful force, but it takes time to move from central banks and banking systems into risk assets. If the old relationship holds, BTC may eventually catch up as capital rotates from cash, bonds, and large-cap equities into higher-beta assets.\nThat argument has worked in parts of previous cycles. Bitcoin often looks disconnected until liquidity reaches the parts of the market willing to take more risk. Traders who follow global M2 models therefore see the current gap as a potential setup rather than a warning.\nThe Regime-Change Argument\nThe other view is more cautious. Bitcoin’s market structure has changed. Spot ETFs, institutional flows, a stronger dollar, and capital rotation into artificial intelligence equities may be altering the way BTC responds to liquidity. If large pools of capital now access bitcoin through structured products, ETF flows, or portfolio allocation rules, the old “more money equals higher BTC” model may not work with the same force.\n\n\n\n\n\n\n\n\n\n\n\n\nThat does not mean liquidity no longer matters. It means it may be one input among many rather than the master variable.\nFor traders, the useful conclusion is not to pick one model blindly. The divergence is worth monitoring because it creates a clear macro question: is Bitcoin delayed, or is the correlation weakening? The answer will shape how market participants interpret every major liquidity print from here.\n\n\n\n\n\n\n\n\n\n\n\n\nUntil price confirms one side, the M2 gap should be treated as a live debate rather than a guaranteed signal.\nThe Trading Setup\nIn practical terms, traders now have a clear invalidation framework for the liquidity thesis. If global M2 stays elevated and Bitcoin begins reclaiming key resistance levels, the delayed catch-up argument will gain strength. If BTC continues to lag while liquidity expands, the market will have to take the regime-change view more seriously. Either way, the divergence gives macro traders a cleaner question to test rather than a vague bullish liquidity narrative.\nThat makes the story useful as an evening draft because it gives readers a clear market takeaway rather than a simple headline rewrite. The important point is not only what happened, but what traders should monitor next: confirmation from primary sources, whether the initial reaction holds, and whether the development creates lasting liquidity, regulatory, or risk-management implications.\nThis article was written by the News Desk and edited by Samuel Rae.\n\n\n\n\nEditorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2644718152","isCrawlerRequest":true}