Well now, the U.S. M2 money supply has gone and ballooned to $22.3 trillion-like a hog in a mud puddle, it’s growin’ faster than a prairie fire since mid-2022. M2, for the uninitiated, is just a fancy way of sayin’ “here’s all the cash floatin’ around, ready to splash into markets.” And let me tell ya, when M2 gets the hiccups, crypto markets tend to dance like a fiddle at a barn dance.
– Ted Zhang (@TedHZhang) December 9, 2025
History’s got a habit of repeatin’ itself like a bad joke. When M2 zooms up, crypto follows like a duckling after its mama. When it slows? The market takes a dirt nap. But here’s the kicker: folks ain’t priced this new liquidity wave in yet. Yep, it’s like findin’ a gold nugget in your back pocket and not realizin’ it’s there. 🤭
Altcoin 1: Solana (SOL)
Solana’s been makin’ hay while the sun shines, with transactions faster than a jackrabbit on caffeine and fees cheaper than a plate of biscuits at a church supper. DeFi platforms? Tokenized assets? Consumer apps? SOL’s got more layers than a wedding cake. 🎂
Seven ETFs already tradin’, two more knockin’ on the door. Bitwise’s SOL ETF? The belle of the ball, with assets sashayin’ toward $900 million. At $135 a pop, SOL’s sittin’ prettier than a peacock in a barnyard, just waitin’ for liquidity to pour in like rain on a thirsty field.
Altcoin 2: SUI
Now Sui’s over there actin’ like the new kid in town with a shiny pocket watch. DeFi activity’s hotter than a tin roof in July, with $175 billion in DEX volume-Mysten Labs backin’ it like a proud papa, devs sproutin’ up like weeds after a rain. If M2’s a river, Sui’s buildin’ a raft. 🚣♂️
Altcoin 3: XRP
Ripple’s XRP’s got ETFs comin’ outta its ears-five live, three more in the oven. Nearly a billion bucks under management, with $478 million locked up tighter than a vault at Fort Knox. But here’s the rub: only 60% of its 100 billion tokens are circulatin’. The rest? A mystery box with a “Surprise Inside!” label. 🎁
Still, when liquidity rains, XRP splashes higher like a frog in a puddle. Whether it’s a duck or a drake, who knows? But hey, it’s tradin’ on the M2 tide.
Altcoin 4: Chainlink (LINK)
Chainlink just launched its first ETF, and Grayscale’s day one inflows were $37 million-like a gold rush in a single day. Bitwise’s cookin’ up another. LINK’s CCIP system’s got more blockchains connected than a telephone switchboard in a spaghetti factory. 70 blockchains, y’all. 🕸️
Tokenized assets? BlackRock’s droppin’ anchor in that harbor. At $14, LINK’s undervalued unless you think a bridge between worlds is just folksy nonsense. Spoiler: It ain’t.
Altcoin 5: Ethereum (ETH)
Ethereum’s still the second-biggest ETF market, and after the Fusaka upgrade, it’s leaner, meaner, and cheaper than a two-dollar steak. Layer-2 fees? Now pourin’ into ETH like molasses into a jar, burnin’ coins till folks whisper “deflation!” 🐎
Tom Lee’s buyin’ ETH like it’s goin’ outta style-3.5 million of ’em, worth $11 billion. His price target? $62K. But he’s probably also bettin’ on M2 not actin’ like a fickle suitor. 🎯
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2025-12-09 19:14