Bitcoin’s Macro Mirror: Surging Global Liquidity Signals Prolonged Bull Run Ahead
Global liquidity tides are turning—and Bitcoin’s chart is surfing the wave. Forget Fed whispers; the real action is in the money supply tsunami fueling crypto’s next leg up.
Liquidity On Autopilot
Central banks keep printing, markets keep pumping. Bitcoin’s 2025 rally mirrors the exact same macro forces that birthed its 2021 ATH—only this time, the money printer’s humming in stereo.
Wall Street’s Latest Contradiction
Goldman analysts warn of inflation while their trading desks stack BTC exposure. Classic finance: talk risk management, chase yield like everyone else.
The Cynic’s Take
When the ‘smart money’ finally admits this isn’t a bubble but a liquidity supercycle, retail will already be on the moon.
How Liquidity Trends Fit Into Bitcoin’s Long-Term Cycle
In an X post, crypto expert MartyParty pointed out a compelling pattern in Bitcoin’s price behavior, stating that its high-timeframe follows global liquidity, indicated on the chart as the blue line following the red line lagged 12 weeks.
Currently, the global liquidity curve is on the rise, and the US has not started issuing new liquidity, meaning the current surge is being fueled externally. MartyParty argues that this global liquidity wave is primed to push BTC toward the $125,000 mark on foreign liquidity issuance.
The current macro thesis suggests that BTC could reach $140,000, driven purely by the influx of foreign liquidity. In the meantime, the upcoming US liquidity issuance is expected to begin within the next quarter and will last up to a year to eighteen months.
Once the US liquidity kicks in, combined with expected rate cuts that will lower borrowing costs, it will create a compelling setup for the BTC price to potentially rally to $250,000 in the medium to long term.
Daan Crypto Trades has revealed that Bitcoin’s impressive resilience and steady upward trend relative to the US stock market have been trending since its bottom in 2022. Over this period, BTC has experienced only four moderate corrections ranging between 20% and 30%, while delivering a 420% gain from bottom to top. This steady outperformance suggests that BTC has carved out a strong position as a growth asset, especially in risk-on market environments.
How Bitcoin’s Current Energy Value Growth Differs From Past Cycles
Another notable development is the Bitcoin Energy Value, which just reached a new all-time high of $135,000 per BTC. According to StarPlatinum, in previous market cycles, reaching such peaks in Energy Value has been associated with sharp price moves or big drops.
Currently, the rise in Energy Value is gradual and steady, reflecting a more natural market progression. This data reveals several key points about BTC’s current state. First, BTC is stronger and more mature than ever, with demand steadily increasing over time.
Despite hitting a new all-time high on Energy Value, the current price still sits about 15% below this metric, indicating there’s still room to run. Historically, the BTC cycle top occurred when its price surged 40% to 60% above its Energy Value. Meanwhile, many in the crypto community have spent three years saying BTC is close to the top, only to see those calls followed by waves of FOMO.
