Global Liquidity Surge Fails to Lift Crypto

[bonk]

While liquidity often “lifts all boats,” Bitcoin appears stuck at the dock.
China’s expanding $47T M2 supply and the Fed’s $125B repo injections haven’t sparked a rally — suggesting that much of the new liquidity is trapped in credit markets or domestic channels.

“Liquidity builds potential, not inevitability,” wrote macro analyst David Eng.
“The spring is coiled, but risk appetite determines when it releases.”

Analysts say the next real catalyst may come when quantitative tightening (QT) officially ends in December 2025, potentially adding $60–70B/month in fresh Treasury reinvestments.

[EmTeam]

Liquidity ≠ risk appetite. Investors are still sitting on the sidelines. 🪙

[jacson4]

The flood’s here, but the river isn’t flowing into crypto yet.