Global Liquidity Surge: Is a New Opportunity Coming to the Crypto Market?

According to the latest weekly global liquidity chart, this indicator has rebounded strongly since the 2023-2024 lows and is accelerating upward from late 2025 to early 2026, breaking new historical highs and approaching trillion USD.
The red arrows in the chart highlight the recent "pump" momentum, reflecting major central banks continuously injecting funds and expanding the money supply through easing policies. This phenomenon is particularly positive for risk assets, especially Bitcoin.
Historically, a surge in liquidity often signals a crypto bull market: for example, in 2017 and 2020-2021, BTC prices surged accordingly; conversely, tightening in 2022 triggered a crash. Liquidity is essentially a "money printing" effect and is highly correlated with BTC direction (over 80% consistency), with prices typically lagging by 6-12 months.
Currently, BTC hovers around the @E1@,000-@E2@,000 USD range, in the "catch-up" phase. Analysts predict a major rally could reoccur in 2026, pushing BTC above $100,000.
More broadly, ample liquidity will benefit the entire crypto ecosystem, including altcoins, DeFi, and real-world assets (RWA), attracting institutional funds and ETF demand. However, risks should be watched: if inflation spirals out of control or geopolitical events trigger policy tightening, the market could experience a sharp correction.
Overall, the liquidity "pump" at the start of 2026 is strong, providing ample fuel for a crypto bull market. Investors should closely monitor indicator changes.