cfbenchmarks

📉 $BTC undervalued by 48%?

The latest report CF Benchmarks (dated March 19) confirms: we are witnessing one of the largest historical gaps between the price of Bitcoin and global liquidity.

What do the numbers say?

Global money supply M2: increased by +12% over the year.

Bitcoin: dropped approximately by -12%.

Fair value: according to the M2 model, it is $136,000.

Why is this a "spring" that is being compressed?
In the attached photo, the red zone is clearly visible. We are currently in deep negative territory — the price of BTC lags behind its money supply by almost half.

Key takeaways from analysts:

Iron link: Historical correlation (0.4–0.6) and high beta (11.3) mean that BTC always catches up with liquidity with acceleration.

It's just a lag: Similar gaps in 2020 and 2022 always closed in favor of $BTC over a few quarters.

Return effect: Once the Fed starts another balance sheet expansion, BTC should quickly revert to the mean.

Risk: Only a structural shift in the market. But for now, M2 remains a reliable benchmark for long-term investors.

I believe the chart shows a rare opportunity. When liquidity pushes the market again, it will have to catch up with the fair price of $136k very quickly.

#Bitcoin #M2 #CFBenchmarks

LATEST: 🚀 Bitcoin will see a base-case price of $1.4 million by 2035, according to CF Benchmarks, which used traditional capital market models to project BTC at $637,000 in the bear case and nearly $2.95 million in the bull case.
​#Bitcoin2035
​#CFBenchmarks
​#CryptoPriceTarget
​#DigitalGold
​#BTC1Million

Chapter #CFBenchmarks Sui Chun expressed the opinion that the upcoming launch of #Solana -futures on CME is a harbinger of an ETF:
"The decision #CME to add #SOL -contracts significantly increases the likelihood that the corresponding spot exchange-traded funds will receive approval in the foreseeable future".

➡️ And today, Solana itself has the largest unlock in history. Let's see what happens.
$SOL