{"id":9137,"date":"2025-06-13T07:00:24","date_gmt":"2025-06-13T07:00:24","guid":{"rendered":"https:\/\/coinsrise.net\/blog\/bitcoin-could-jump-20-for-every-1-liquidity-boost-expert\/"},"modified":"2025-06-13T07:00:24","modified_gmt":"2025-06-13T07:00:24","slug":"bitcoin-could-jump-20-for-every-1-liquidity-boost-expert","status":"publish","type":"post","link":"https:\/\/coinsrise.net\/blog\/bitcoin-could-jump-20-for-every-1-liquidity-boost-expert\/","title":{"rendered":"Bitcoin Could Jump 20% For Every 1% Liquidity Boost: Expert"},"content":{"rendered":"

Bitcoin\u2019s blistering second-quarter advance is tracking the strongest expansion in global liquidity on record, according to Real Vision chief crypto analyst Jamie Coutts, who argues that every additional percentage point of liquidity injected into the financial system \u201cshould\u201d translate into a 20% gain for the cryptocurrency.<\/p>\n

1% Liquidity = 20% Bitcoin?<\/h2>\n

Writing<\/a> on X, Coutts observed that his proprietary Global Liquidity Index broke to a fresh all-time high on 10 April after three years of drift and that, in the nine weeks since, Bitcoin has rallied about 40 percent. “Bitcoin has rallied 40% since April 10 which was when my global liquidity aggregate (GLI) after 3 years broke out to new all time highs on the back of a plummeting US dollar. Since then the aggregate is up 2%. Bitcoin’s Q2 rally is entirely consistent with liquidity regimes of this nature.”<\/p>\n

He added that “while Bitcoin\u2019s sensitivity to GLI moderates over time, for every extra 1 percent of liquidity added to the system we should expect to see a > 20 percent move in the price of Bitcoin,\u201d he said, further claiming that the steady inflow of capital \u201cdoesn\u2019t account for the inevitable \u2018oh shit\u2019 moment of panic buying that is going to happen\u2026 eventually. It will be best of times, it will be the worst of times.\u201d<\/p>\n

The chart he shared, reproduced above, overlays his GLI (white) with daily Bitcoin prices (orange) from 2018 through June 2025. It shows the index pressing to roughly $138 trillion while Bitcoin changes hands near $108,000, underscoring the tight directional relationship between the two series across several liquidity cycles.<\/p>\n

\"Bitcoin<\/p>\n

Coutts builds the indicator by combining G4 central-bank balance sheets, broad money aggregates such as M2, and key US liquidity accounts including the Treasury General Account and the Federal Reserve\u2019s reverse-repo facility. Since the April breakout the GLI has added only about two percentage points, yet Bitcoin\u2019s market value has already risen by twice the elasticity implied by his model\u2014an outcome he considers \u201centirely consistent\u201d with prior liquidity regimes, which tend to produce the sharpest price response early in the cycle.<\/p>\n

For now, he sees little evidence that the GLI\u2019s momentum is cresting; with the Federal Reserve still draining its reverse-repo facility, the People\u2019s Bank of China quietly expanding its balance sheet, and the European Central Bank hinting at renewed long-term refinancing operations, the backdrop remains structurally bullish even if it won\u2019t be a straight line.<\/p>\n

Looking further out, mainstream liquidity research suggests modest but persistent growth: most macro desks expect the global aggregate to rise roughly one to six percent over the next twelve months, three to eight percent cumulatively by mid-2027, and on the order of ten to fifteen percent by the turn of the decade as governments roll over record debt loads and central banks normalise balance-sheet policies. If Coutts\u2019 rule of thumb holds, even the low end of those projections would leave ample headroom for triple-digit percentage gains in Bitcoin before 2030.<\/p>\n

At press time, BTC traded at $107,676.<\/p>\n

\"Bitcoin<\/p>\n","protected":false},"excerpt":{"rendered":"

Bitcoin\u2019s blistering second-quarter advance is tracking the strongest expansion in global liquidity on record, according to Real Vision chief crypto analyst Jamie Coutts, who argues that every additional percentage point of liquidity injected into the financial system \u201cshould\u201d translate into a 20% gain for the cryptocurrency. 1% Liquidity = 20% Bitcoin? Writing on X, Coutts…<\/p>\n","protected":false},"author":1,"featured_media":9138,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[10,9,48,12,88,89],"class_list":["post-9137","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin-news","tag-bitcoin","tag-bitcoin-news","tag-bitcoin-price","tag-btc","tag-btc-news","tag-btc-price"],"_links":{"self":[{"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/posts\/9137","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/comments?post=9137"}],"version-history":[{"count":0,"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/posts\/9137\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/media\/9138"}],"wp:attachment":[{"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/media?parent=9137"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/categories?post=9137"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrise.net\/blog\/wp-json\/wp\/v2\/tags?post=9137"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}