As global liquidity reaches unprecedented levels, Bitcoin’s hard-capped supply is receiving renewed attention from major corporate holders. Simon Gerovich, CEO of Tokyo-based investment firm Metaplanet, noted that the global M2 money supply has reached a new all-time high, crossing the $100 trillion mark and, by his latest update, approaching $121 trillion.
Gerovich underscored that Bitcoin’s price has decoupled from rising liquidity over the past year, but its supply schedule remains unchanged. He said: “21 million will always be 21 million. When the money supply expands forever, you hold the asset that cannot.”
Michael Saylor, executive chairman of Strategy, reinforced the same thesis. “Money is energy. Bitcoin is digital monetary energy,” he said, arguing that BTC is the most efficient form of stored value because its supply cannot be arbitrarily expanded.
According to Bitcoin Treasuries data cited in the report, Strategy holds approximately 840,447 BTC, worth about $53 billion, making it the largest publicly traded corporate holder. Metaplanet holds about 43,000 BTC, valued at $2.7 billion, ranking third globally.
Despite the bullish long-term argument, the reports caution that Bitcoin’s price is influenced by regulation, sentiment, and broader macro conditions, and that M2 growth alone does not guarantee immediate price gains.
