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Bitcoin Price Prediction: Can BTC Really Hit $400,000 with Growing Global Liquidity?

news0725 2025. 5. 30. 08:33

 

🚀 Is $400,000 Bitcoin a Real Possibility?

Bitcoin (BTC) could surge to as high as $400,000 in the coming months, according to bold predictions from crypto analyst Kyle Chassé. He claims that Bitcoin's price trajectory is not random but rather “coded” into the system via global liquidity flows.

In a recent report published by NewsBTC on May 30, Chassé draws a compelling correlation between the M2 money supply and Bitcoin’s price movement — with a significant 90-day lag.

💰 M2 Money Supply and the 90-Day Bitcoin Lag

Chassé analyzed daily closing prices of Bitcoin on Bitstamp alongside global M2 liquidity data. His findings revealed a striking pattern: when global liquidity rises, Bitcoin follows suit roughly three months later.

For example:

  • In early 2023, M2 was around $98 trillion, and BTC traded below $75,000.
  • As M2 expanded to $111 trillion, BTC stabilized between $108,000 and $110,000.

This trend suggests that increasing liquidity acts as a leading indicator for Bitcoin price growth.

📈 Why $400,000 May Not Be So Far-Fetched

Based on historical patterns, Chassé argues that BTC could see a 270% increase, potentially reaching $400,000. He emphasizes that this projection is not mere speculation but grounded in macroeconomic indicators that are historically reliable.

“It’s not just market hype. It’s coded into liquidity trends,” Chassé noted.

⚠️ Corrections Are Inevitable — But the Trend Is Up

Despite the bullish outlook, Chassé also warns of short-term volatility. He points to the recent correction in April 2025, when BTC dropped back to the $70,000 range after peaking earlier in the year.

This illustrates that while the long-term trend may be upward, Bitcoin’s path is never linear.

🧠 Other Experts: It's More Than Just M2

Not all analysts agree that M2 is the sole driving force behind Bitcoin’s value. Some point to additional macro factors such as:

  • Real interest rates
  • Central bank policy
  • On-chain metrics

For example, hawkish monetary policies like interest rate hikes could counteract rising liquidity, potentially limiting BTC’s upside.

🌍 Global Macro Investor: M2 Still a Key Signal

Global Macro Investor, a well-known macro research firm, supports Chassé’s thesis. They too observe that M2 growth reflects in BTC prices roughly 12 weeks later. For long-term investors, this time lag could serve as a strategic timing tool for buying into the market.

🔍 Final Thoughts

The relationship between Bitcoin and global liquidity is becoming increasingly clear. While short-term corrections are expected, the macro trends suggest that BTC could be heading toward new all-time highs — possibly as high as $400,000 — if liquidity continues to expand.

Whether you're a trader or a long-term holder, understanding these macroeconomic signals could be key to navigating the next phase of the crypto market.