# M2 Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "M2", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

Here’s why Bitcoin feels a liquidity squeeze amid Japan’s policy shift

Japan's recent policy shift, marked by aggressive fiscal stimulus and yen weakness, triggered a cross-asset liquidity repricing. Capital rotated toward Japanese government bonds, draining liquidity from U.S. equities and strengthening the dollar. This tightening of global financial conditions cooled risk appetite, leading to losses in major U.S. indexes and spilling over into crypto markets. Bitcoin faced a leverage unwind and defensive flows, driven by liquidity constraints rather than fundamental deterioration. Bitcoin's price cycles closely track global M2 liquidity expansion and contraction. Recent M2 growth rebound supported its price recovery, but Japan-induced tightening has now compressed leverage, triggering cascading long liquidations—particularly in the $68,000–$70,000 zone—and erasing over $1 billion in leveraged positions. This leverage reset phase may cap near-term upside until structural liquidity conditions improve, though Japan’s supportive Web3 policies could eventually renew investor interest.

ambcryptoIeri 16:02

Here’s why Bitcoin feels a liquidity squeeze amid Japan’s policy shift

ambcryptoIeri 16:02

With Bitcoin Below $80K, ARK Reframes The Narrative Around Gold

Bitcoin's recent decline below $80,000 has prompted ARK Invest, led by Cathie Wood, to reframe the narrative around Bitcoin and gold. Despite the pullback, ARK maintains a long-term bullish outlook on Bitcoin, emphasizing its role as an adoption-driven asset with significant growth potential by 2030. The firm highlights the historically low correlation (0.14 since 2020) between Bitcoin and gold, noting that while gold has sometimes led Bitcoin rallies, the two assets serve different purposes and operate on different timelines. ARK's research points to extreme valuations in gold relative to money supply, suggesting potential exhaustion in the metal's rally. Bitcoin, currently trading around $78,150, remains volatile but is viewed as a strategic long-term holding rather than a short-term trade.

bitcoinist02/02 13:31

With Bitcoin Below $80K, ARK Reframes The Narrative Around Gold

bitcoinist02/02 13:31

Bitcoin lags as global liquidity surges – Why is BTC’s reaction delayed?

Global liquidity is approaching record highs, projected to reach $123-130 trillion by 2026, largely driven by China’s expanding M2 supply. Despite this surge, Bitcoin has underperformed compared to traditional hedges like gold and silver, which saw gains of 70% and 150% respectively, while BTC declined slightly. This divergence suggests a delayed reaction rather than weakness, as capital initially flowed into conventional safe havens. Bitcoin’s short-term price action has decoupled from direct liquidity influences since mid-2025, becoming more responsive to risk appetite, institutional positioning, and volatile ETF flows. While structural macro conditions support long-term upside, near-term movements remain dictated by market sentiment and speculative activity.

ambcrypto01/19 19:02

Bitcoin lags as global liquidity surges – Why is BTC’s reaction delayed?

ambcrypto01/19 19:02

Tiger Research: Policy Catalysts and Liquidity Expansion Lock Bitcoin Valuation at $185,500 by Q1 2026

Tiger Research maintains a bullish outlook on Bitcoin, setting a Q1 2026 price target of $185,500, representing approximately 100% upside from current levels. The report cites a supportive macro backdrop, including continued Fed rate cuts and expanding global M2 liquidity, though the macro adjustment factor has been revised down to +25% from +35% due to slowing institutional inflows and geopolitical risks. Key catalysts include the potential passage of the CLARITY Act, which could bring major banks into the digital asset space. On-chain analysis indicates a solid support floor at $84,000 and resistance near $98,000, with metrics like MVRV-Z suggesting the market is at fair value. Despite recent ETF outflows and a 12% price correction, the overall market structure is deemed healthy, with corporate buying from entities like MicroStrategy providing consistent demand. The long-term bullish thesis remains intact.

marsbit01/19 13:58

Tiger Research: Policy Catalysts and Liquidity Expansion Lock Bitcoin Valuation at $185,500 by Q1 2026

marsbit01/19 13:58

Bitcoin demand outpaces issuance by 6x – Is this a scarcity-driven expansion?

Institutional demand for Bitcoin is significantly outpacing new supply, with purchases in 2026 exceeding issuance by six times. This shift began in 2024, driven by ETF adoption, post-halving scarcity, and long-term institutional allocation. Such demand-supply imbalances have historically preceded major price expansions. Meanwhile, global M2 money supply growth is accelerating due to central bank policies and fiscal deficits, historically correlating with Bitcoin bull cycles. Sustained liquidity and ETF inflows are supporting Bitcoin's price near $96,000, reducing volatility and absorbing sell pressure. However, any reversal in money supply growth or institutional flows could weaken momentum. The market is structurally tighter, with institutional accumulation playing a critical role in price stability and future gains.

ambcrypto01/17 02:02

Bitcoin demand outpaces issuance by 6x – Is this a scarcity-driven expansion?