Coffee Run

@ColinTCrypto @LadyofCrypto1 Point taken. Thanks for the due diligence. M2 at 107 definitely looks like it's the most accurate.

@RunOnCoffee57 @LadyofCrypto1 I did that. It doesn't make a difference. Here you go, though.

Global M2 Money Supply predictive correlation to Bitcoin price movements In an effort to have maximum accuracy with the correlation, I have calculated all the most-suggested scenarios of various M2 offsets, and here are the mathematical results. It is irrefutable. I will now show this correlation percent table on every chart I share.

@ColinTCrypto @LadyofCrypto1 Seeing it with the 107 days offset would be easier to visualize for an apples to apples comparison

Ok, I did it. Here is the U.S. M2 vs BTC chart. The first thing you'll notice is the U.S. M2 line is very different in appearance from the Global M2 line. Another striking factor is that the U.S. M2 line only updates monthly. The correlation to BTC is only very broadly present, and it's not a strong mathemtical correlation for predicting moves. You can see the there was a huge spike in US M2 after covid (there also was globally however). That was the fuel for that particular bull run. My takeaway: Because of the strong mathematical correlation of *Global M2* (as pictured in my first post above) is that it IS the global M2 which is predictive of BTC movements. This is likely because Bitcoin is a global asset. As such, it does make sense that *Global* M2 (and not just U.S. M2) is the driver of its movements. Thank you for this request. I am glad I did this exercise as it helped me learn more about this relationship. It also becomes evident that we would like to see a big run up in the U.S. M2 money supply for the next blow off top, kind of like happened right after covid in 2020-2021.

@ColinTCrypto @WatcherGuru April 30 moves very close to a potential May rate cut, and the potential that tariffs and trade wars die down by rhen

@WatcherGuru Yes, this also correlates to a mini rally on the M2 chart, with the real blast-off not too long after that, approx April 30th: x.com/ColinTCrypto/s…

JUST IN: Bitcoin reclaims $85,000.

@ColinTCrypto In two weeks, BTC going to be at like 50K lol

Global M2 vs BTC Update Global M2 Money Supply has maintained a high range for three days in a row (white circle on right) after the vertical spike that preceded it. It continues to look very good for bitcoin & stocks, approx 2 weeks from now. Short term, we feel pain. Long term glory.

@CryptosR_Us That's not what the price is telling us

$BTC is seeing unprecedented levels of accumulation - The highest in its history! 🤯 Source: CryptoQuant

@TheCryptoLark Marco needs to stabilize, and then we can fly because of M2. Tariffs will go away or get fully priced in at some point.

We are reaching the bottom of the global M2 correction. It has been surging for weeks now with a massive 1.5 trillion dollar spike last week, but we lag it by around 2 months. If we continue our correlation with M2 then late March markets should start to reverse. The contrarian bet is that macro is just too fucking bearish and that M2 won’t matter this time. This time different ?

@TheCryptoLark This shit ain't done

Vibe check

@Washigorira Nothing about this is healthy

#Bitcoin Retest Before Higher Highs? 🔄🚀 #BTC pulling back for a healthy retest before the next leg up?

@cryptogoos Or it means that eth is done

$ETH DOUBLE BOTTOM 🚨 SEND IT BACK TO $5,000! 🚀

@saylor Any idea when BTC will go up though? Lol

If you still have more than one chair, this is your opportunity.

@rovercrc Lol

#ETHEREUM HISTORY IS REPEATING 🔥

@CryptosR_Us Just get back to 100K first, and then 150K. Who tf cares about $5M right now

👀 Fundstrat's Tom Lee shares how $BTC could reach $5 Million 📈

@JoeConsorti Would love to see an M2 versus BTC analysis from you. I see a lot of people saying end of March or early April as a leg up for BTC. You called the November top to the T using M2

Bitcoin, Not Crypto: Strategic Reserves and Sound Money Cliff-Notes: • The US builds reserves of assets with enduring strategic value—oil, gold, Treasuries. Bitcoin fits the mold. Altcoins do not. • Trump’s proposal to include XRP, SOL, and ADA in a US reserve is pure marketing, not geopolitical strategy. • Bitcoin’s monetization is inevitable, but affinity scammers will always try to ride its coattails. The right response? Help more people understand the difference. Donald Trump just announced a "U.S. Crypto Reserve", including a hodgepodge of altcoins that haven’t made or held new highs in several years. This is not a step toward a legitimate Strategic Bitcoin Reserve for the United States—it’s paid marketing disguised as policy, and yet another attempt to conflate bitcoin with affinity scams that have nothing in common with it. The entire point of a reserve is to stockpile assets of enduring value to protect our national interests, hedge against fiscal and monetary crises, and provide stability during financial and geopolitical turbulence. The US doesn’t build reserves to speculate—it builds them to secure our footing on the global stage and ensure resilience in times of crisis. The Strategic Petroleum Reserve (SPR) exists because energy security is national security. The SPR is an emergency buffer, designed to be deployed in wartime and economic emergencies. When geopolitical conflicts or supply chain disruptions threaten global oil markets, the US can release millions of barrels into the economy, stabilizing prices and reducing inflationary pressure on fuel and goods. The United States' gold reserve—the largest in the world—also holds strategic importance. Functioning as the ultimate monetary hedge for centuries, as fiat currencies lose purchasing power thanks to reckless monetary policy, gold largely retains its value thanks to its relative scarcity. Even though US dollars are no longer redeemable for gold at the US Treasury, the reserve serves as a confidence anchor, of sorts. A psychological reinforcement for the layman on the credibility of the financial system, especially in times of economic uncertainty. Our US Treasury holdings are even more critical. USTs are the foundation of the modern financial system, serving as the colloquially "risk-free" collateral for global lending. Every major financial institution, foreign government, and central bank holds Treasuries on their balance sheet and in FX reserves. The liquidity and widespread use of USTs in the modern global economy make them indispensable; hence their strategic importance on the Fed's balance sheet. Every one of these reserves has a clear strategic function: to secure national interests, mitigate risk, and ensure economic stability—not to build a portfolio of highly speculative assets. If the US were to build a digital asset reserve, it would have to follow this same logic, which is why bitcoin is the only asset that makes sense. Bitcoin serves a similar strategic function to gold, but is superior to each of gold's monetary attributes. Where gold is relatively scarce due to its supply response to increased demand, bitcoin's supply schedule is fixed, with an absolutely scarce 21M-unit supply. It is the most liquid and neutral monetary asset on earth, trading 24/7 with deep order books and near-instant settlement. It is free from counterparty risk, centralized control, and arbitrary monetary policy. If the US were serious about holding digital assets in a reserve, this is where the conversation starts and ends. Instead, we get XRP, Solana, and Cardano tacked onto the announcement like they’re of equal importance. They aren’t. The inclusion of these affinity tokens exposes Trump's post as a naked, shameless marketing campaign wrapped in a policy announcement. These assets are not money. They are not decentralized. They are not used as stores of value. Their founders pre-mined between 50% and 100% of the supply prior to selling to retail investors. Their track records are a mix of centralized control, VC-backed market manipulation, and frequent downtime—not exactly the kind of thing a sovereign nation would build a reserve around. XRP is controlled by Ripple, a private company that prints and distributes the supply at will and is currently trying to convince the world that its token has a legitimate use case beyond speculation. The SEC didn’t target them by accident. Solana is a venture capital darling that has gone offline multiple times under stress and has no fixed supply schedule, meaning it can be inflated at will. If the US wanted a centrally controlled, high-risk, illiquid tech project in its reserve, it might as well buy shares in a startup. Cardano has almost no institutional footprint, no meaningful adoption, and no liquidity outside of retail speculation. There are days when Dogecoin has a higher market cap than ADA. It’s especially hard to take its inclusion seriously. None of these assets are neutral, trustless, immutable, or hold any strategic importance whatsoever—all core requirements for a United States reserve asset. If the US were actually planning to create a digital reserve, it would not be stacking bags of VC-funded pump-and-dumps. It would buy the one asset that is provably scarce, decentralized, and resistant to seizure or inflation. So why did Trump make a post dedicated to namedropping these three tokens? Herein lies the answer: according to @grant_mccarty, Co-President of the Bitcoin Policy Institute, bitcoin accounts for 60% of the total "crypto" market cap, yet less than 10% of total "crypto" lobbying and education spending in Washington is bitcoin-focused. That imbalance has consequences. It means politicians are being fed "crypto" industry talking points instead of economic realities, leading to the announcement of a “US Crypto Reserve” that looks more like a venture capital exit strategy than a serious policy discussion. That is how these tokens ended up in this statement from the President of the United States. It wasn’t organic, it was a billion-dollar lobbying effort designed to manufacture legitimacy for an asset with no real monetary utility or user base. A potential US Strategic Bitcoin Reserve, spearheaded by Senator Cynthia Lummis and her BITCOIN Act of 2024, is a serious conversation. A "US Crypto Reserve" full of illiquid, centralized venture projects is a grift. Bitcoin doesn’t need US government backing to succeed. It is monetizing with or without state recognition. Institutions, sovereigns, and asset managers are already allocating at scale. The spot ETF-driven demand for bitcoin has become one of the most durable buy-side forces in bitcoin's 16-year history. There is no precedent for this level of sustained capital inflows into a relatively nascent asset. Bitcoin is winning, and bitcoin will win, but this situation exposes an ongoing problem—bad information still outpaces good information. The altcoin industry thrives on affinity marketing, grift, and political opportunism. And as bitcoin continues to monetize on its way to a $450-trillion asset, the opportunistic grift will scale right alongside it. Rather than whine about it, let's learn to recognize it. Their playbook is as follows: 1. Retail money enters the space, looking for “the next bitcoin.” 2. Altcoin promoters attach themselves to bitcoin’s success, building a narrative and conflating their token with BTC. 3. Policymakers, most of whom don’t understand the difference between bitcoin and "crypto", accept donations from these altcoin promoters in exchange for their recitation of industry talking points. 4. Retail gets wrecked. Regulators right the ship. Bitcoin’s reputation takes collateral damage. The only way to stop the cycle is to scale education faster than bad information spreads. Bitcoin advocates need to channel the anger and frustration they feel towards affinity scams into louder delineation between bitcoin and "crypto". Bitcoin’s monetary superiority will prove itself in time, but lagging policy and education have real consequences for people who don’t yet understand the difference. At the end of the day, bitcoin wins—but, along the way, we need to scale our education efforts on "bitcoin, not crypto" so we can prevent as many people and institutions as possible from falling victim to these scams. It's on us. Get out there and make it happen. Take it easy, Joe Consorti - Theya is the world's simplest #bitcoin self-custody solution 🌎 Packed with native features, our app is designed to make managing your bitcoin easier than ever without sacrificing security 🔐 iOS: theya.us/app Web: app.theya.us

@BitMasterK The entire economy, the markets and BTC are tanking because of Trump's tariffs, and you think mstr is going to blast off? I want you to be right but I am losing all hope.

Crazy to me how perfectly we come back to the 200 day SMA to find support before we blast off. I think history will be repeating itself shortly! $MSTR

@rektfencer This is awesome

It’s time. $10 to $10,000 starts NOW Every call. Every play. All LIVE if you’re in, like, rt, and drop a comment Invites dropping to followers only

@saylor So why doesn't the stock go up?

Year to date, $MSTR treasury operations delivered a BTC Yield of 72.4%, a net benefit of ~136,965 BTC to our shareholders. At $107K per BTC, that equates to ~$14.66 billion for the year.

t h e JO c o l l e c t i o n ~ - Story-driven - Instant Reveal - Varying Rarities (Cool ➡️ Exotic) - Designed in collaboration with the community - More to come… ✨Coming Q4 2022✨ Say it with us!! #LetsJo

@ThievesNFTs Me

Introducing @Whiskers_NFT, our friends from over the pond! The Whiskergots welcome you to our first show of the Spring! 🌱🛠