Bitcoin Poised for Rally as Global Liquidity Surges 50%

Bitcoin is on the cusp of a potential rally, driven by its historical correlation with gold prices and the current expansion of global liquidity. The cryptocurrency market is experiencing a significant shift as Bitcoin evolves alongside these dynamics, with increasing institutional confidence marked by a surge in corporate acquisitions of Bitcoin.

According to Joe Consorti, Head of Growth at Theya, Bitcoin tends to follow gold’s lead with a lag of about 100 to 150 days. This trend, illustrated by a chart based on data from 2019 to April 14, 2025, shows that gold usually moves first during upswings, but Bitcoin often rallies harder afterward—especially when global liquidity is rising. This suggests that Bitcoin could be set for a sharp move higher within the next 3 to 4 months, supported by the recent surge in global liquidity.

The sharp rise in the M2 money supply from major central banks, including the US Federal Reserve and others, points to more cash flowing through the global economy. Historically, Bitcoin bull markets have often aligned with significant increases in global liquidity, as more money in the system tends to push investors toward riskier assets like Bitcoin.

Matt Hougan, Chief Investment Officer at Bitwise Invest, states that Bitcoin is not just outperforming gold but is also surpassing the S&P 500 in the long run. This indicates that Bitcoin is becoming a stronger investment option despite its price volatility. A recent Bitwise report shows that corporations bought over 95,400 BTC in Q1, comprising about 0.5% of all Bitcoin in circulation. This marks it as the largest quarter for corporate accumulation on record.

“People want to own Bitcoin. Corporations do too. 95,000 BTC purchased in Q1,” said Hunter Horsley, CEO of Bitwise, reflecting the growing demand in the market. With rising corporate demand and Bitcoin’s robust performance against traditional assets, the stage may be set for a major rally in summer 2025—driven by peak global liquidity and Bitcoin’s historical tendency to follow gold’s lead.

In conclusion, Bitcoin’s interconnectedness with gold prices and global liquidity trends indicates a promising outlook. As institutional demand rises and liquidity expands, Bitcoin may experience a significant price surge in the near future. The correlation with gold, along with substantial corporate acquisitions, strengthens its position within the investment landscape.