Bitcoin (BTC) Price Could Soar Above $100,000 As It Tracks Global M2 Money Supply

A new analysis comparing Bitcoin price movements with the global M2 money supply is gaining attention, offering a possible glimpse into BTC's next big move.

A new analysis comparing Bitcoin price movements with the global M2 money supply is gaining attention for its predictive insights into BTC's next big move. Using a predictive offset model, the analysis suggests that Bitcoin is closely following global liquidity trends, and if history repeats, its price could be on track to reach above $100,000.

One crypto analyst, known on X (formerly Twitter) as ‘Collin Talks Crypto,’ dove into this technical analysis.

“People keep asking how I come up with these crazy offsets. Well, I noticed that when they print more USD, Bitcoin tends to go up (with a delay). So, I like to experiment with shifting the M2 data forward in time to see if Bitcoin follows after an offset,” the analyst stated.

To test this, the analyst shared two charts showing a 78-day and 108-day offset. He shifted the M2 money supply data forward by these two timelines to see if Bitcoin would follow it after a delay.

The 78-day chart model suggests a strong correlation between past M2 trends and current Bitcoin price action. This implies that M2 may be the leading indicator to determine BTC’s price moves 78 days later.

“We can see that as global M2 surged earlier in 2024, Bitcoin is now basked in a similar move, albeit 78 days later. This suggests that BTC may already be in the midst of a breakout as of April 7, 2025, mirroring the earlier surge in global M2 supply.”

The analyst adds that if this alignment holds, the market may be in the early stages of another major bull run, with BTC following the sharp rise previously baked into the M2 data. This projected bull trend is expected to continue through Q2 2025 and into early Q3, around May to July.

However, the 108-day offset model suggests that Bitcoin is still in a sideways trading phase. Still, it is steadily building momentum, potentially setting the stage for a massive breakout that could begin by May 2025.

Though it falls behind the 78-day model by about a month, the 108-day model still agrees with the overall projection that Bitcoin is likely heading higher. This reinforces the analyst’s belief that BTC follows the path of the global M2 supply to new highs.

Both offset chart models highlighted by Collin show a strong correlation between global M2 money supply and BTC over the past 1-2 years. The crypto analyst notes that while short-term movements may vary slightly, the macro trend is unmistakable: when global liquidity rises, Bitcoin’s price tends to follow.

“Both of these charts show a strong correlation between global M2 money supply and Bitcoin, especially when considering the 78-day and 108-day predictive offsets for best results. Of course, in the short term, there are discrepancies, but in the long term, the macro trend is clear. When they print more USD, Bitcoin goes up,” the analyst concludes.

Whether BTC has already launched according to the 78-day model or is preparing to rally based on the 108-day model, the analyst predicts that Bitcoin will see a massive increase from its current price of $87,435 to $132,000 if it follows the 78-day offset. In contrast, the cryptocurrency is poised for an even higher price target of $140,000 if it mirrors the 108-day offset model.