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Bitcoin is lagging global liquidity even as that macro measure hits record highs, according to analysis from FXStreet.
The divergence has traders asking whether $BTC is simply late to reprice or structurally disconnected from the liquidity cycle it has historically tracked.
The Liquidity-Bitcoin Relationship Global liquidity — broadly, the aggregate supply of money and credit sloshing through central bank balance sheets and interbank markets — has long served as one of the cleaner leading indicators for Bitcoin's price cycles.
The thesis is mechanical: cheap, abundant capital searches for yield, and speculative assets like $BTC tend to absorb flows at the margin.
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