Evidence-based investing research
Value Investing Strategy (Strategy Overview)
Allocations for March 2026 (Final)
Cash TLT LQD SPY
Momentum Investing Strategy (Strategy Overview)
Allocations for March 2026 (Final)
1st ETF 2nd ETF 3rd ETF

Does M2 Lead Bitcoin or Gold?

March 24, 2025 • Posted in Currency Trading, Economic Indicators, Gold

Does the M2 measure of money supply reliably drive bitcoin and/or gold prices at a monthly horizon? To investigate we relate monthly change in M2 to future monthly bitcoin and SPDR Gold Shares (GLD) returns. Using monthly data for M2, bitcoin and GLD from September 2014 (inception of bitcoin price series) through February 2025, we find that:

(more…)

Subscribe to Keep Reading

Get the research edge serious investors rely on.

  • 1,200+ research articles
  • Monthly strategy signals
  • 20+ years of backtested analysis
$17.99 /month

Cancel anytime