Jan 14, 2026
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Bitcoin Decouples From Global Liquidity Due to Quantum Computing Threat
Bitcoin Decouples from Global M2 Supply
- Bitcoin has diverged from the global liquidity trend for the first time, according to Capriole Investments founder Charles Edwards.
- Traditionally, BTC's year-over-year (YoY) percentage change mirrored the global M2 supply, but it flatlined in 2025 while the global M2 grew.
- Edwards attributes this decoupling to potential threats from quantum computing, which could compromise Bitcoin's cryptography.
- The timeline for a quantum breakthrough is uncertain, but Edwards believes Bitcoin entered a "Quantum Event Horizon" in 2025.
- There's concern that advanced quantum computers might access old wallets and affect BTC's market price and trust.
- Some disagree with Edwards' view, suggesting not all investors are aligned with his quantum risk assessment.
Bitcoin Spot ETFs Face Weak Demand
- Data from SoSoValue indicates $681 million exited US Bitcoin spot ETFs last week.
- The new week shows some inflows, but it's unclear if this trend will persist.
Current BTC Price
- Bitcoin is currently around $92,100, marking an increase of nearly 2% in the past 24 hours.
