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© 2026 The Markets Unplugged Education and Media Limited - Published with Ghost & Aspect

Liquidity ≠ Allocation: Why M2 Alone Won’t Guide You Through This Cycle

  • Oz by Oz
    Oz Oz
    Technical analysis, macro context, and market structure across Bitcoin, Ethereum, and altcoins at The Markets Unplugged. Creator of KAIROS v6 and the Apex Macro Dashboard.
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  • May 27, 2025
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Liquidity ≠ Allocation: Why M2 Alone Won’t Guide You Through This Cycle
Photo by Obie Fernandez / Unsplash
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M2: The Misunderstood Metric

M2 — a measure of the money supply — has become the favoured chart for liquidity enthusiasts. Many have treated it as the cornerstone of their macro view, waiting for it to rise, curl, or inflect before committing to risk. But this reliance is misplaced.

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Oz Oz
Technical analysis, macro context, and market structure across Bitcoin, Ethereum, and altcoins at The Markets Unplugged. Creator of KAIROS v6 and the Apex Macro Dashboard.
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The Markets Unplugged Education and Media Limited
  • Home
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    • - Member Videos
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    • - On-Chain Indicator Lab
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    • - The Delta Engine Roadmap
    • - Plans and Pricing
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  • Our Journey
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Tags
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  • X
  • Sign up
  • Privacy
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  • Fuel The Alpha
© 2026 The Markets Unplugged Education and Media Limited - Published with Ghost & Aspect