Kyle Chassé’s analysis shows that Bitcoin prices will follow the growth of global M2 money supply with a 90-day delay, indicating potential future benefits.
Bitcoin has shown slight short-term decline in the last 24 hours, but remains within strong trading range. These days, prices have been stable, generally fluctuating between $108,000 and $110,000.
The integration period could represent a pause before a bigger move, according to analysts monitoring the relationship between Bitcoin and global financial trends.
Bitcoin Price Tracking for Global Money Supply
Market analyst Kyle was chased in the tweet Highlighted Daily price of Bitcoin in Bit Stamp Exchange measures cash, confirm deposits and almost money assets around the world.
His analysis uses a 90-day offset in M2 data to compare previous money supply trends with Bitcoin price movements. This offset reveals that Bitcoin prices tend to follow the global liquidity trajectory with a delay of around three months.
Bitcoin’s price history highlights a peak above $109,000 in January and a significant volatility below the $75,000 in early April.
Following that DIP, Bitcoin has resumed its upward trend, which is broadly consistent with the rising global M2 levels, despite variations in timing and size. Despite continued price fluctuations, global financial expansion is consistent with Bitcoin’s new profits.
Based on this correlation, Chassé predicts that Bitcoin could ultimately reach $400,000. To reach that goal, it will need an increase of about 270% from the current level of nearly $108,000. This is a scenario that would seem plausible if the global M2 growth continues.
Bitcoin is coded at $400,000. pic.twitter.com/6bbogyw1ux
-Kyle Chasced /dd🐸 (@kyle_chasse) May 27, 2025
Previous confirmation of correlation
In early May, Julien Bittel, head of Macro Research at Global Macro Investor; support Similar paper. He noted that Global M2 will serve as a key indicator of the 12-week Bitcoin price movement.
According to Bittel data, global liquidity has consistently led Bitcoin rallies in about three months over the past two years.
Between early 2023 and early 2024, the Global M2 rose from $98 trillion to just over $108 trillion. Bitcoin prices reflect this trend, rising above $100,000 by the second half of 2024. The mid-2024 suspension of M2 growth coincided with Bitcoin’s range-bound behavior and a drop below $80,000, and a wider stagnation in global liquidity.
Since the second half of 2024, the Global M2 has surged again, exceeding $111 trillion. Based on Bittel’s 12-week lead model, this shows the potential strength of Bitcoin prices, which will be extended until mid-2025.