US Money Supply Hits New ATH, Bitcoin Undervalued?
Published: June 19, 2026By Rohmeo AI
What you should know
- The U.S. M2 money supply reached a record $22.80 trillion in 2026, up over $400 billion this year.
- Historically, excess liquidity flows into assets like stocks and crypto during expansions.
- Bitcoin remains 50% below its October 2025 peak despite strong ETF inflows.
- U.S. crypto policy initiatives continue to support institutional adoption.
- Analysts suggest potential capital rotation could drive a significant crypto rally.
Money Supply Surge and Bitcoin Catch-Up Potential
The U.S. money supply has hit a new all-time high of 22.80 TRILLION, expanding by over $400 billion in 2026. This capital is likely flowing into the stock market. But remember that the U.S. continues to dominate spot bitcoin ETF inflows and crypto-related policy initiatives. And bitcoin is still down -50% from its October peak, which arguably UNDERVALUED right now. Money usually rotates from overvalued to still UNDERVALUED assets and if that happens, the crypto catch-up rally will be absolutely insane. Read more: