Bitcoin Diverges from Global Money Supply as AI Boom Siphons Liquidity

Bitcoin has diverged from global money supply growth for the first time in years. While global money supply continues to rise, surpassing a record $100T recently, bitcoin (BTC-USD) has plummeted around 50% from its late 2025 high of over $126K.

Cameron Winklevoss attributes this unusual divergence to the AI boom. The massive influx of funds into data centers for artificial intelligence and other related tech is absorbing liquidity that would otherwise flow into bitcoin.

This 'time machine' dip, as Winklevoss calls it, offers a rare opportunity for investors. However, past performance is not indicative of future results, and those considering investment should do their own research and consult with financial advisors if necessary.