Bitcoin could be on the verge of a major rally in the coming weeks as global liquidity trends shift in favor of risk assets. With money flowing back into the markets, conditions are lining up for a potential surge. Andre Dragosch, Head of Research at Bitwise, believes the global money supply is set to hit new highs—creating the perfect setup for Bitcoin to climb.
Could this be the start of Bitcoin’s next big run? Let’s take a closer look.
On Wednesday, the FTSE 100 and European stocks recovered from sharp losses as the US dollar dropped to a four-month low. This came after President Donald Trump warned that his tariffs could cause “a little disturbance.” Meanwhile, the British pound rose above $1.28 for the first time since December.
A weaker US dollar is giving Bitcoin momentum. The US Dollar Index (DXY), which measures the dollar’s strength against other currencies, is nearing the critical 104 level. If it falls below this mark, Bitcoin could see another leg up.
Dragosch believes the global money supply is on track to reach record highs, which could fuel a Bitcoin rally. He pointed to the DXY chart as “the most bullish chart you will see today,” suggesting that Bitcoin has strong upside potential.
However, despite the new administration in office, the US dollar has not gained much strength. Meanwhile, trade tariffs are still weighing on investor confidence, making risk assets like Bitcoin more attractive.
Crypto analyst Colin Talks Crypto is watching the M2 money supply for signs of a Bitcoin breakout. Historically, Bitcoin has surged when global liquidity increases—something that has happened in past bull runs.
“The rally for stocks, bitcoin, crypto is going to be epic,” Colin Talks Crypto told X followers this week, sticking to his earlier prediction.
After a period of high volatility, he believes Bitcoin and altcoins could soon see a much-needed boost.
On March 7, President Trump will host the first-ever White House Crypto Summit. Commerce Secretary Howard Lutnick has hinted that the event could confirm plans for a Strategic Bitcoin Reserve—a move that would mark a major shift in US crypto policy.
Some reports suggest that the reserve plan could be delayed due to lack of support in Congress. However, many industry experts remain confident. “The Strategic Bitcoin Reserve is coming,” tweeted Anthony Pompliano, CEO of Professional Capital Management.
Matt Hougan, Chief Investment Officer at Bitwise, also believes the plan will move forward. He predicts the reserve will be made up entirely of Bitcoin.
Prediction market data from Kalshi now shows a 71% chance of the Bitcoin reserve happening this year—the highest probability ever recorded.
With global liquidity rising, institutional interest growing, and potential government backing in the works, Bitcoin’s next big rally may be just around the corner.
The US may create a Bitcoin reserve to strengthen financial security, with a 71% chance of approval, according to Kalshi data.
Historically, Bitcoin surges when global liquidity rises, as more capital flows into risk assets like crypto.
The BTC price may range between $90,000 and $95,000 for today.
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