In 2026, global liquidity is projected to reach between 123 trillion USD and 130 trillion USD, driven by China’s M2 growth. This shift highlights Bitcoin’s delayed response compared to gold and silver, which experienced significant price increases.
While gold rose by approximately 70% and silver by 150%, Bitcoin experienced a decline of about 6-7%. The short-term price action reflects a response more to investor risk appetite than immediate liquidity factors, indicating a decoupling from traditional patterns.
Spot ETF flows have fluctuated, showing significant activity with daily outflows exceeding 800 million USD. Despite increases in positive inflows, volatility continues, suggesting that Bitcoin’s price dynamics are largely influenced by risk sentiment and institutional positioning.
Leave a Reply