Bitcoin’s M2 Tango: Gold Steals the Spotlight 🐆💎

Bitcoin, in its infinite wisdom, has decided to take a leisurely stroll behind the M2 money supply, leaving gold to waltz in perfect sync since May. One must commend Mr. Joe Consorti of Theya for observing this delightful dance of disarray.

BTC now lags by a charming 70 days, while gold clings to M2 with the devotion of a Victorian suitor. A tale of two assets, perhaps? Gold, the paragon of risk-off elegance, and Bitcoin, the rakish risk-on rogue.

Consorti, ever the dramatist, declared this a saga of “cross-asset correlations amid secular dollar weakness and geopolitical risk.” How very poetic. Gold, he insists, is high beta risk-off; Bitcoin, high beta risk-on. One wonders if they’ll ever agree on a dinner party playlist.

Bitcoin’s recent behavior-trading like a high-risk tech stock-is nothing short of a masquerade. Who knew the “inflation hedge” preferred the chaos of Silicon Valley over the serenity of Fort Knox? 🚀

More Liquidity, Less Luck for Bitcoin

Central banks, in their endless creativity, have turned monetary policy into a modern art exhibit of debasement. They print, we float, and Bitcoin… well, it yawns. M2’s relentless expansion-a $22.2 trillion crescendo in the U.S.-should be Bitcoin’s grand finale. Instead, it’s a prolonged intermission.

Bitcoin’s 70-day lag? A summer holiday compared to gold’s 1:1 fidelity. A tango of contradictions amidst dollar weakness and geopolitical shenanigans. Gold: risk-off. Bitcoin: risk-on. – Joe Consorti (@JoeConsorti) September 24, 2025

M2, that most liquid of liquids, has surged 7% since early 2024. A “relentless debasement,” as one might say, where every new dollar dilutes the old like a poorly mixed martini. Meanwhile, the dollar index slumps 12% this year, proving even greenbacks can’t resist a midlife crisis.

All this liquidity should be Bitcoin’s oyster, yet it remains stuck in a three-month stalemate, down 9% from its peak. Goldbug Peter Schiff, ever the contrarian, claims Bitcoin’s in a bear market. But let’s not forget: BTC has gained 78% in a year, while gold merely managed 42%. Mr. Schiff, perhaps it’s time to update your crystal ball.

Bitcoin’s scarcity? A rare gem indeed. Fiat will be printed, Bitcoin will rise. A love story for the ages. – PlanB (@100trillionUSD) September 24, 2025

Bitcoin Price Outlook

BTC flirted with $114,000 last week but retreated to $111,700, proving even digital assets can’t resist a dramatic exit. Down 4.5% in seven days, it clings to support like a Victorian lady to her corset. Without momentum, this correction risks becoming a September to remember-just not in a good way.

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2025-09-25 08:15