This is a major macro signal that shouldn’t be overlooked.
In 2025, US M2 money supply grew by over $1.65 trillion, lifting total liquidity to a record $26.7 trillion. That marks the biggest annual expansion since 2021—a period remembered for what followed in risk assets.
Money supply growth doesn’t impact markets immediately; it works with a lag. Historically, when liquidity expands this rapidly, it eventually flows into assets that protect against currency dilution.
That’s why this is important for Bitcoin and crypto. Prices may remain quiet in the short term, but over the long run, liquidity trends tend to dominate.
