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CYCLESCOPE · REAL DEMAND

BTC / Global M2

Bitcoin market capitalization as a share of estimated global broad money. A rising ratio means BTC is outperforming the monetary aggregate.

WHAT IT MEASURES

Bitcoin relative to broad money

The ratio normalizes BTC market capitalization by an estimated USD value of broad money across major economies.

HOW IT IS CALCULATED

Market cap divided by Global M2

Bitcoin market cap ÷ Global M2 in USD × 100%

Global M2 uses monthly central-bank data and therefore updates more slowly than Bitcoin price.

HOW TO INTERPRET

Direction shows relative strength

  • Ratio risingBitcoin is outperforming global broad money.
  • Ratio fallingBitcoin is underperforming the aggregate or M2 is growing faster.
  • LevelNot an intrinsic valuation or a fair-value target for BTC.
HOW TO USE IT

Separate liquidity from relative strength

Global M2 growth describes the macro backdrop; BTC/M2 growth shows Bitcoin gaining additional share of that capacity.

LIMITATION

Monthly series are delayed

The composite depends on release dates, FX rates and included economies. Current BTC price is compared with slower M2 data.

This material is for market research and is not investment advice.