{"id":77313,"date":"2026-08-26T12:37:43","date_gmt":"2026-08-26T12:37:43","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/bitcoin-price-left-behind-record-global-m2-could-put-btc-on-a-launchpad\/"},"modified":"2026-08-26T12:37:43","modified_gmt":"2026-08-26T12:37:43","slug":"bitcoin-price-left-behind-record-global-m2-could-put-btc-on-a-launchpad","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/bitcoin-price-left-behind-record-global-m2-could-put-btc-on-a-launchpad\/","title":{"rendered":"Bitcoin Price Left Behind? Record Global M2 Could Put BTC on a Launchpad"},"content":{"rendered":"<p><b>(Originally posted on : Bitcoin News )<\/b><br \/>\n<\/p>\n<div>\n<div class=\"@container mb-[25px] rounded-sm overflow-clip py-0.5 pr-0.5 pl-2.5 bg-success-100\">\n<div class=\"flex flex-col gap-m overflow-clip rounded-[6px] !bg-success-10 p-3 @[420px]:p-m\">\n<h2 class=\"m-0 flex items-center gap-s text-[19px] !text-[#1c1c1c] md:text-[20px]\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"10\" viewbox=\"0 0 16 10\" fill=\"none\" class=\"shrink-0 text-success-100\" aria-hidden=\"true\"><path d=\"M1 1.5h14\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><path d=\"M1 8.5h10\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><\/svg><span>Key Takeaways<\/span><\/h2>\n<ul class=\"m-0 flex list-none flex-col gap-m pl-0\">\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">U.S. M2 hit a record $23.16 trillion as global measures pushed toward $103 trillion.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Bitcoin ripped higher in August but remains below its 2025 peak.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">U.S. M2, DXY and bitcoin ETF flows will decide whether the catch-up trade survives.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h2>Global M2 Blows Through Record Territory<\/h2>\n<p>Just like the global debt, the money supply (M2) is growing enormously. The United States M2, which basically is a measurement of all the money circulating in the American economy, tapped a record high of $23.16 trillion. Combining all the major countries and regions, including the United States, the Eurozone, China, and Japan, the global M2 measurement <a href=\"https:\/\/streetstats.finance\/liquidity\/money\" target=\"_blank\" rel=\"noopener noreferrer\">stood at roughly $103 trillion<\/a>.<\/p>\n<p>In essence, M2 equates to cash plus money held in highly liquid accounts and market observers monitor it because expanding money can cause different outcomes. For instance, excess capital could be leveraged for precious metals, equities, cryptocurrencies, and assets that investors seek for better returns. Some M2 estimates are higher, like Crossborder Capital\u2019s Michael Howell suspects the number is closer to $195 trillion.<\/p>\n<h2>Bitcoin\u2019s Price Rip Reopens the Liquidity Trade<\/h2>\n<p>The latest bitcoin price move has basically brought global M2 <a href=\"https:\/\/x.com\/TFTC21\/status\/2088638414421676376?s=20\" target=\"_blank\" rel=\"noopener noreferrer\">back into the discussion<\/a>. After reaching a weekly high above $81,000, BTC has been exchanging hands for $78,250 to $79,500 over the last 24 hours. At the start of August, BTC was around the $63,000 range and spiked considerably after the U.S. Treasury\u2019s <a href=\"https:\/\/news.bitcoin.com\/crypto-news\/treasury-doubles-long-end-buybacks-as-bitcoin-and-us-stocks-advance\/\">bond buyback announcement<\/a>. Despite such a spectacular run-up, bitcoin\u2019s price is still around 37% below the October 2025 all-time high above $126,000.<\/p>\n<p> <iframe src=\"https:\/\/markets.bitcoin.com\/crypto\/bitcoin\/embed\" width=\"100%\" style=\"max-height:500px;height:500px;border:none;overflow:hidden;border-radius:4px\" scrolling=\"no\" title=\"bitcoin market data\"><\/iframe> <\/p>\n<p>The gap between global M2 and bitcoin\u2019s price could present a \u201ccatch-up\u201d trade. This is because BTC\u2019s supply is fixed and contained at 21 million, whereas governments worldwide can print fiat at will. The bet is basically that governments will continue to flood the financial system, and scarce assets like bitcoin will be targeted. At the same time, historical bitcoin price cycles make this trade a reality.<\/p>\n<p>Bitcoin\u2019s price saw a massive run-up in 2017-2018 and again in 2020-2021. These bullish cycles coincided with the <a href=\"https:\/\/news.bitcoin.com\/covid-19-stimulus-banks-will-gain-18-billion-in-fees-for-processing-ppp-relief-loans\/\">expansion of M2 and liquidity<\/a>. At the same time, the government\u2019s tightening conditions that followed have led to bearish cycles. On the other hand, new capital can be held in bank deposits and money-market funds for quite some time. If the greenback grows stronger with reliable interest rates, specific cash parking spots are favored. Liquidity can remain choked off for a while until it reaches assets like gold, stocks, or bitcoin.<\/p>\n<h2>The Dollar Could Make or Break Bitcoin\u2019s Catch-Up<\/h2>\n<p>Over the last year, many market observers <a href=\"https:\/\/x.com\/cryptorover\/status\/2088615411881226498?s=20\" target=\"_blank\" rel=\"noopener noreferrer\">believed the relationship between bitcoin and M2<\/a> was broken. That\u2019s because global M2 continued to rise while bitcoin\u2019s price took a massive downturn from the October high. Basically, liquidity expanded, and BTC\u2019s momentum dropped, and it is safe to assume that brand new greenbacks remained buried in cash-friendly investments.<\/p>\n<p>Some observers, including Ash Crypto on X, think bitcoin\u2019s long-awaited catch-up with M2 may finally be taking shape. \u201cM2 global liquidity has hit an all-time high,\u201d <a href=\"https:\/\/x.com\/AshCrypto\/status\/2092221388195315730?s=20\" target=\"_blank\" rel=\"noopener noreferrer\">Ash Crypto wrote on X<\/a>. \u201cBitcoin\u2019s catch-up rally may have just started,\u201d he added. At the same time, the U.S. dollar has given BTC a bit of breathing room. Data measuring greenbacks show the U.S. Dollar Index slumped this month while assets like gold and bitcoin spiked.<\/p>\n<figure id=\"attachment_842336\" aria-describedby=\"caption-attachment-842336\" style=\"width:1125px\" class=\"wp-caption aligncenter\"><figcaption id=\"caption-attachment-842336\" class=\"wp-caption-text\">Chart shared by Ash Crypto on X on Aug. 25, 2026.<\/figcaption><\/figure>\n<p>At its core, a weaker dollar puts pressure on the cash-friendly parking spots and nudges holders to move. A real test awaits in the backdrop as market watchers will be watching the U.S. M2, global M2, and flows into specific funds. <a href=\"https:\/\/news.bitcoin.com\/finance\/were-going-to-increase-the-buyback-treasury-boss-targets-bond-yields\/\">Treasury yields will also play a role<\/a> as the return of the liquidity trade could appear within the next few weeks to months.<\/p>\n<p>The takeaway from all of this is the fact that, despite people\u2019s hopes, a record-setting global M2 does not automatically equate to higher bitcoin price targets. However, if the liquidity keeps barreling toward the financial system, the greenback remains soft, and capital flows into alternative assets like bitcoin and precious metals, the game of catch-up may happen sooner than people think. A reversal of such conditions could bring the opposite too.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/news.bitcoin.com\/market-updates\/bitcoin-price-left-behind-record-global-m2-could-put-btc-on-a-launchpad\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Bitcoin News ) Key Takeaways U.S. M2 hit a record $23.16 trillion as global measures pushed toward $103 trillion. Bitcoin ripped higher in August but remains below its 2025 peak. U.S. M2, DXY and bitcoin ETF flows will decide whether the catch-up trade survives. Global M2 Blows Through Record Territory Just [&hellip;]<\/p>\n","protected":false},"author":19,"featured_media":77314,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/77313"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=77313"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/77313\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/77314"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=77313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=77313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=77313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}