Bitcoin’s Decoupling from M2 and Market Shifts

The claim of Bitcoin’s decoupling from M2 money supply observed over the past twelve months has yet to be officially confirmed. Existing reports rely on analyses rather than statements from direct sources or industry experts, creating uncertainty.

No direct statements from Bitcoin’s founders or leaders attribute to these developments. As such, data originates from secondary analyses, citing unnamed analysts. The lack of primary source input fuels skepticism among investors.

The reported decoupling has prompted a liquidity shift from Bitcoin to stocks, precious metals, and technology sectors, including AI and data centers. This transition indicates a growing preference for assets outside traditional cryptocurrency frameworks.

Financial markets saw Bitcoin prices stagnate near $126,000 in 2025, declining below $90,000 due to institutional withdrawals. This behavior diverged from previous cycles, highlighting a break from expected performance despite larger M2 expansion.

Past trends showed Bitcoin rallying post-M2 expansions. However, 2025 witnessed underperformance, challenging earlier patterns. This event lacked blockchain-specific impacts beyond Bitcoin’s exclusivity, indicating a unique market phase.

Looking ahead, the lack of direct insights from key opinion leaders or regulatory bodies leaves uncertainty about policy or technological implications. Ongoing analysis and data monitoring will be critical in understanding future outcomes.

“Based on your request for quotes and statements regarding Bitcoin’s decoupling from the M2 money supply, there is a notable lack of direct primary sources from key players or leadership in the crypto space.”