INSTITUTIONAL-GRADE METRICS FOR BITCOIN AND IRISH MACRO
Bitcoin. Macro. Truth. — Free charts and data that show why your money is losing value.
Track global M2 money supply, Fed net liquidity, and Bitcoin's correlation with monetary expansion. Data from the Federal Reserve, ECB, BOJ, PBOC, and Bank of England.
Source: https://irishhodler.com/global-liquidity
Aggregate M2 money supply across the US, Eurozone, China, Japan, and UK — converted to USD. Total global M2 exceeds $105 trillion. Year-over-year growth rate tracking shows monetary expansion trends.
Bitcoin price overlaid with global M2 money supply shows strong correlation. When central banks expand money supply, Bitcoin tends to appreciate. The 'liquidity tide' thesis suggests BTC is a monetary barometer.
Federal Reserve balance sheet minus Treasury General Account (TGA) minus Reverse Repo (RRP). This 'net liquidity' measure is considered a key driver of risk asset prices including Bitcoin.
US Dollar Index tracking the dollar against a basket of 6 major currencies. An inverse correlation with Bitcoin is commonly observed — as the dollar weakens, BTC tends to strengthen.