BlockBeats 消息，11 月 13 日，加密分析师 Willy Woo 发文表示，「市场并不跟随全球 M2 供应的扩张走，而是具有投机性。这意味着市场会提前将预期的流动性价格化。风险资产往往领先于 M2。因此，在全球顶部时，你会看到标普指数提前见顶，同时比特币也会更早见顶。这是因为比特币能够充当一种流动性感知机制。此外，M2 是一个有缺陷的指标，因为当你评估系统中的法币总量时，你是以美元计量的，但实际上只有约 17% 是美元，其余部分是外币。所以 M2 实际上反映的更多是美元的强弱情况。事实证明，有一个更合适的指标是 DXY（美元指数），在评估与比特币的相关性时，这个指标要可靠得多。」
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