Market analysis time.

Behind today’s market movements, there is a key signal that most people have overlooked—the 52-week correlation between Bitcoin and gold has first touched the zero line, approaching negative territory. What does this mean? In simple terms, the two are now completely decoupled.

Historical data speaks volumes. Whenever this signal appears, BTC’s average gain over the next two months is 56%. The last time this happened was in mid-2022, and everyone has seen the subsequent trend.

More importantly, the macro environment is changing. Global M2 growth has restarted, and the Federal Reserve’s quantitative tightening (QT) is nearing its end. This is no coincidence. According to industry research institutions, a new cycle of global monetary easing has begun, and this liquidity wave is expected to continue driving BTC’s performance until 2026.

In other words, the market’s driving logic is shifting from short-term emotional speculation to a more fundamental factor—money supply expansion. This transition essentially reflects a cycle shift from recession to expansion.

The current macro environment is indeed unprecedentedly favorable. The key is to understand the specific rhythm and timing window to better grasp the pace.