Why Bitcoin Is the Only Asset Beating Global Liquidity
How Bitcoin Tracks Global Liquidity
Bitcoin broke above $117,000 today. July 11, 2025. I had it in mind for this weekend’s article. It was going to be about that. But the truth is, this week a better idea came to me. So you’re going to read this piece a little later, and by then it probably won’t be at $117k. Maybe it’s at $130,000. Maybe it’s corrected to $90,000. Who knows.
But the price, at this point, is anecdotal. The key lies elsewhere.
What still blows my mind is how it behaves against monetary supply. Specifically, against global M2. It’s incredible, but also real: Bitcoin is the only asset that preserves purchasing power against global liquidity. Not stocks, not bonds, not real estate, not even gold in some stretches. Only Bitcoin.
And on top of that, it does it predictably.
Hard to believe.
But if you look at the data, not the emotions, it’s there. Charts like the one with this article are so ridiculously logical they feel fake. Global M2 has been rising since late 2023, and Bitcoin has simply followed that path with a lag of about 8 to 12 weeks. It’s not magic. It’s monetary mechanics.
This whole industry is built to confuse. But Bitcoin, in its essence, is the simplest thing out there. Absolutely limited, programmed supply. Global, growing demand. And a financial system that pumps liquidity every year to avoid collapse.
Of course, other assets can’t hold purchasing power because they lose energy along the way. There are maintenance fees, taxes, regulatory distortions, political manipulation, wear and tear. What seems “safe,” what seems “real,” is full of leaks. Money goes in, but escapes through a thousand cracks.
Bitcoin has no leaks.
No custody fees if you know how to store it. No wear. No debt tied to its issuance. No political decisions. No third-party ownership. Just pure, digital, transferable, programmed energy.
And yet people still think it’s just a speculative bet.
The absurd part is that the more predictable it becomes, the crazier the thesis seems. It’s as if simplicity makes us distrust. As if we needed complexity to validate a narrative. But the complexity is in the fiat system. Bitcoin is the mirror.
And if all this happens while monetary supply keeps rising, the big question is: what would happen if one day that supply started to shrink?
Before diving into that, here’s another image. A brutal comparison. Gold, equities, and Bitcoin versus M2. Since 2018.
Gold has stayed flat, SPX has dropped a little bit. But Bitcoin has dropped 98% relative to M2. What does that mean? That its real purchasing power, measured against monetary supply, has exploded. It doesn’t just protect against inflation. It devours it.
Now imagine for a moment that M2 growth stops. Not just slows, but reverses. That central banks, pressured by inflation or trust collapse, are forced to tighten. That instead of printing, they destroy liquidity.