Bitcoin May Have Already Peaked, Willy Woo Warns as M2 Growth Fails to Fuel Rally
COINOTAG News, December 2, reports on Willy Woo’s assessment of the relationship between M2 growth and Bitcoin. He argues that broader money growth does not guarantee a Bitcoin rally, noting that Bitcoin often leads the M2 cycle toward its late-stage peak.
He cites a funds-flow model for Bitcoin and the crypto sector, suggesting that demand may have already peaked as capital shifts elsewhere. The takeaway for traders is to monitor on-chain metrics and cross-asset liquidity signals to gauge the risk-reward in BTC exposure.
Regarding policy risk, Woo acknowledges that a dovish Federal Reserve could lift the money supply, but warns that a stronger dollar—driven by global investor preference for cash—could dampen global M2 growth and cap crypto upside.
