The global liquidity reached a peak in April 2025, with gold hitting over $3,200, a new record, whereas Bitcoin still lags 30% below its previous peak. Analysts are examining the correlation between Bitcoin and gold more closely, with data indicating substantial corporate interest in Bitcoin, marked by significant buying activities in the first quarter of 2025.

Notably, Joe Consorti from Theya suggests that Bitcoin typically follows gold's movements with a delay of approximately 100 to 150 days. An analysis based on Bloomberg data from 2019 to April 14, 2025, illustrates this trend. While gold leads during upswings, Bitcoin often experiences stronger rallies, particularly in periods of increasing global liquidity.

This lag of 100 to 150 days suggests a potential significant upward movement in Bitcoin's price in the next 3 to 4 months, supported by the recent surge in global liquidity. Recent data shows that the M2 money supply from major central banks, such as the US Federal Reserve and the ECB, has reached a peak in April 2025, implying higher cash flow in the global economy.

Historically, Bitcoin prices have commonly surged alongside spikes in global liquidity, as investors tend to gravitate towards riskier assets like Bitcoin in such scenarios. Matt Hougan, the Chief Investment Officer at Bitwise Invest, notes that Bitcoin has not only outperformed gold but has also surpassed the S&P 500 in the long term, indicating its growing appeal as an investment despite its price volatility.

Furthermore, corporate interest in Bitcoin is on the rise, with a Bitwise report showing purchases of over 95,400 BTC in the first quarter of 2025, the largest quarter for corporate accumulation on record. With heightened corporate demand and Bitcoin's strong performance compared to traditional assets, there is potential for a significant rally in the summer of 2025, driven by peak global liquidity and Bitcoin's tendency to mimic gold's movements.