{"id":5453,"date":"2025-06-20T18:13:05","date_gmt":"2025-06-20T18:13:05","guid":{"rendered":"https:\/\/coinsvalue.net\/blog\/bitcoin-price-deviates-from-global-m2-money-supply-is-the-bull-run-over\/"},"modified":"2025-06-20T18:13:05","modified_gmt":"2025-06-20T18:13:05","slug":"bitcoin-price-deviates-from-global-m2-money-supply-is-the-bull-run-over","status":"publish","type":"post","link":"https:\/\/coinsvalue.net\/blog\/bitcoin-price-deviates-from-global-m2-money-supply-is-the-bull-run-over\/","title":{"rendered":"Bitcoin Price Deviates From Global M2 Money Supply, Is The Bull Run Over?"},"content":{"rendered":"

Crypto analyst Colin has highlighted the Bitcoin price\u2019s<\/a> deviation from the Global M2 money supply, raising concerns that the bull run may be over. The analyst quickly addressed concerns, noting how such deviations usually happen at some point but don\u2019t invalidate the macro trend.\u00a0<\/p>\n

Analyst Highlights Bitcoin Price\u2019s Deviation From Global M2 Money Supply<\/h2>\n

In an X post<\/a>, Colin revealed that the Bitcoin price has deviated from the global M2 money supply<\/a>. He noted that this deviation was short-term in an otherwise broad correlation. The analyst added that this current deviation is similar to the position that BTC was in February 2025.\u00a0<\/p>\n

Colin remarked that this development doesn\u2019t mean the M2 is broken, just as it wasn\u2019t broken back in February. Instead, he claimed that it just means that market participants haven\u2019t zoomed out enough and are allowing for the non-correlated periods. The analyst added that non-correlation between the Bitcoin price<\/a> and global M2 money supply happens 20% of the time.\u00a0<\/p>\n

\"Bitcoin\"<\/p>\n

He then alluded<\/a> to the regular chart, which shows the strong correlation between the Bitcoin price and the global M2 money supply. Colin explained that the M2 is \u201cdirectionally predictive\u201d for BTC and that it is not 1:1 price-related. The analyst further remarked that the M2 does not predict a specific BTC price<\/a>.\u00a0<\/p>\n

Instead, the global M2 money supply only predicts the market direction, with about 80% accuracy. Colin added that the Bitcoin price has its y-axis while the M2 is on a different y-axis. He also opined that the M2 may decouple from BTC near the cycle top<\/a>. Although the analyst didn\u2019t provide a timeline for when the cycle top will be, his analysis indicates that the cycle top is not yet in and the bull run isn\u2019t over.\u00a0<\/p>\n

Money Supply Shows No Need To Worry About BTC Price<\/h2>\n

In an X post<\/a>, market expert Raoul Pal suggested that the Bitcoin price\u2019s correlation with the money supply shows that there is no need to worry about the current price action<\/a>. He remarked that if 89% of BTC\u2019s price action is explained by global liquidity, then by definition, almost all \u201cnews\u201d and \u201cnarrative\u201d is noise.\u00a0<\/p>\n

This suggests that the current geopolitical risks, heightened by the Israel-Iran conflict, are unlikely to impact the Bitcoin price as much as expected. Trading firm QCP Capital recently noted<\/a> that the flagship crypto has yet to show full-blown panic, which shows how much the asset has matured.\u00a0<\/p>\n

The firm remarked that BTC\u2019s resilient price action appears underpinned by continued institutional accumulation, with companies like Strategy and Metaplanet<\/a> buying the dip. The Bitcoin ETFs also continue to record positive flows.\u00a0<\/p>\n

At the time of writing, the Bitcoin price is trading at around $104,700, down in the last 24 hours, according to data<\/a> from CoinMarketCap.<\/p>\n

\"Bitcoin\"<\/p>\n","protected":false},"excerpt":{"rendered":"

Crypto analyst Colin has highlighted the Bitcoin price\u2019s deviation from the Global M2 money supply, raising concerns that the bull run may be over. The analyst quickly addressed concerns, noting how such deviations usually happen at some point but don\u2019t invalidate the macro trend.\u00a0 Analyst Highlights Bitcoin Price\u2019s Deviation From Global M2 Money Supply In…<\/p>\n","protected":false},"author":1,"featured_media":5454,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[119],"tags":[56,764,55,69,61,120,121,70,62,1544,2550,2688,958,508,1244,1850],"class_list":["post-5453","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin","tag-bitcoin","tag-bitcoin-etfs","tag-bitcoin-news","tag-bitcoin-price","tag-btc","tag-btc-news","tag-btc-price","tag-btcusd","tag-btcusdt","tag-coinmarketcap","tag-colin","tag-m2-global-money-supply","tag-metaplanet","tag-qcp-capital","tag-raoul-pal","tag-strategy"],"_links":{"self":[{"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/posts\/5453","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/comments?post=5453"}],"version-history":[{"count":0,"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/posts\/5453\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/media\/5454"}],"wp:attachment":[{"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/media?parent=5453"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/categories?post=5453"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsvalue.net\/blog\/wp-json\/wp\/v2\/tags?post=5453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}