🚨 NOW: US M2 Money Supply has hit a new all-time high of $22.7 trillion. https://t.co/HuTpzmsZGZ ...

BREAKING: U.S. M2 Money Supply hits new all-time high of $22.45 Trillion https://t.co/ZBWMiAXuFL ...

Bitcoin Trails Money Supply Growth as Energy Costs and Rates Bitehttps://t.co/4qE2owYVSV ...

Core Insights - Bitcoin is currently trading at a significant discount compared to global liquidity trends, with a 35% decline in its value since mid-2025, while the global M2 money supply has increased by approximately 12% during the same period [1][2] Group 1: Bitcoin Valuation - A model suggests that Bitcoin's "fair value" is around $136,000, contrasting sharply with its current price of approximately $70,000, indicating one of the largest historical gaps between Bitcoin and global liquidity metrics [2] - Historical data indicates that divergences between M2 money supply and Bitcoin prices have typically been temporary, suggesting potential for Bitcoin price recovery [3] Group 2: Monetary Policy Impact - The U.S. Federal Reserve's actions, including reducing its balance sheet from nearly $9 trillion to about $6.7 trillion and maintaining high interest rates, have contributed to tight financial conditions, impacting capital flows into markets [3][4] - The current economic environment has made Bitcoin more sensitive to real interest rates and overall risk sentiment rather than just headline money supply growth [4] Group 3: Energy Prices and Economic Pressure - Rising energy prices, particularly an increase in U.S. gasoline prices by 81 cents since late February, are expected to cost households approximately $740 over the year, which may negate some benefits from anticipated tax refunds [5] - The ongoing conflict with Iran and disruptions in the Strait of Hormuz have led to inflationary risks, with oil prices recently exceeding $100 per barrel before stabilizing around $92 [6] Group 4: Federal Reserve's Stance - The Federal Reserve has opted to keep interest rates steady, reflecting a cautious approach as it navigates the challenges posed by rising energy costs and a cooling labor market [7]

LATEST: 📈 Strive strategist Joe Burnett says Bitcoin could reach $11 million per coin by Q1 2036, arguing AI-driven deflation will pressure central banks to keep expanding the money supply. https://t.co/uR5JgXUSCf ...

🚨BULLISH: FEDERAL RESERVE COULD TURN ON THE MONEY PRINTERIn a recent blog post, @CryptoHayes highlighted that US military intervention in the middle east has historically resulted in the Fed both...(a) Cutting interest rates(b) Increasing the money supplyHe advised a 'wait-and-see' approach..."The time to back up the truck and buy Bitcoin... is immediately after the Fed cuts rates and or prints money to support the government’s goals in Iran"He did however disclaim that there is no guarantee President Trump ...

Group 1: US Dollar and Labor Market - The dollar index (DXY00) increased by +0.18%, recovering from overnight losses due to stronger labor market signals as weekly jobless claims rose less than expected to 212,000, compared to expectations of 216,000 [1][2] - The dollar's gains were further supported by a stock market slump that increased liquidity demand for the currency [1] Group 2: Eurozone Economic Indicators - The EUR/USD pair decreased by -0.16% as the euro faced pressure from a stronger dollar and an unexpected decline in the Eurozone's February economic confidence indicator, which fell -1.0 to 98.3, below the expected increase to 99.8 [4] - Eurozone's January M3 money supply rose by +3.3% year-on-year, exceeding expectations of +2.9% year-on-year, marking the largest increase in six months [5] Group 3: Japanese Yen and BOJ Policy - The USD/JPY pair decreased by -0.27% as the yen strengthened following hawkish comments from BOJ Board member Hajime Takata, who supported additional interest rate increases [6] - The Japan December leading index CI was revised upward by +0.8 to a 19-month high of 111.0, indicating positive economic momentum [7]

Hey everyone and thanks for jumping back into the macroverse. Today we're going to talk about how business cycles end with recessions. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and check out bjamancow.com if you have any inquiries or if you want to reach out about any of the services that we offer. Let's go ahead and jump in. So, a couple of days ago, I released a video called visualizing the business cycle.And in that video, we showed some interesting ...

The PBOC is boosting the supply of money available to banks to ensure they can meet the surge in demand for cash during the Lunar New Year holidays https://t.co/0QPEj9YlHZ ...

Market Overview - The bulls have dominated Wall Street for nearly three years, with major indexes showing significant gains [1] - In 2025, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite increased by 13%, 16%, and 20% respectively, achieving multiple record-closing highs [2] Economic Indicators - The U.S. money supply, particularly M2, is reaching historical levels, with M2 hitting an all-time high of $22.411 trillion in December 2025 [8] - M2's growth is traditionally seen as a positive sign for a bull market, as it indicates a growing economy requiring more capital for transactions [8] Concerns and Warnings - Despite the positive outlook, the expansion of M2 money supply has not kept pace with the tech-driven rally on Wall Street, raising concerns about sustainability [9] - The overwhelming optimism in the market, driven by artificial intelligence advancements and anticipated interest rate cuts, may not be sustainable in the long term [3]