Global M2 has reached 142 trillion USD. Can this wave of liquidity save BTC?

Latest data is heart-wrenching: the global Broad Money supply hit a historical high in September, skyrocketing to 142 trillion USD, a year-on-year rise of 6.7%. The three major economies of China, the U.S., and Europe are printing money like crazy, where will this “huge liquidity” ultimately flow to?

Key signals have arrived - New York Fed President Williams stated on Friday: QE (Quantitative Easing) may return faster than expected, possibly starting in Q1 2026. Once the Federal Reserve restarts bond purchases, the “money” in the global financial markets will really need to find a place to go.

What does this mean for the coin circle?

Data tells you: From 2000 to now, the global Money Supply has risen by 446%, creating an additional 116 trillion dollars out of thin air. Now, China stands alone with 47 trillion, while Europe and the US combined have 44 trillion. With so much “idle money” circulating in the system, traditional asset (stocks and bonds) yields are being squeezed hard, and both institutions and retail investors need to find new places to park their funds.

BTC, as the hardest asset and the most institutionalized cryptocurrency, indeed has a different appeal during this wave of liquidity influx. Veteran macro investor Raoul Pal candidly stated: “After enduring the painful period, the liquidity flood has arrived.”

To be honest: Right now, negative sentiment in the crypto space is rampant, but this may very well be the “darkness before the dawn”. Historically, major market trends never start when everyone is optimistic; instead, they are ignited when most people have given up. Weak hands shaking out is a necessary phase, and the real incremental funds are still on the way.

In summary: The global central banks shifting to easing + M2 hitting record highs = the moment of euphoria for risk assets may be just around the corner.