The Crypto Market on Track to Surpass $4 Trillion Sooner Than Expected!

According to a recent study by crypto market researcher Mark Quant, the increase in the Global Liquidity Index (GLI) could be a key factor in the recovery of the cryptocurrency market. This dynamic could push the total market capitalization beyond $4 trillion in the second quarter of 2025, thus reaching new historical highs.

Crypto: global liquidity as a key indicator

Mark Quant’s analysis is based on the historical correlation between global liquidity and the total market capitalization of crypto ($TOTAL). By overlaying these two indicators on a graph, a correlation of 0.77 is observed with a 74-day lag. This means that the evolution of global liquidity often precedes that of the cryptocurrency market, making it a relevant leading indicator.

Historically, an expansion of liquidity precedes bullish trends in risk assets, of which cryptos are a part. According to this analysis , the period between the end of March and the beginning of April could signal the start of a more favorable environment for these assets.

$4 trillion in sight for the crypto market!

Currently, the market is in a stabilization phase. Over the next 30 days (orange zone), price action is expected to remain in a slight recovery dynamic or a sawtooth evolution, while liquidity conditions stabilize fully.

However, once this liquidity is fully integrated into the market, the total capitalization of cryptocurrencies could exceed $4 trillion, in line with previous bullish cycles driven by liquidity.

Is the bitcoin bull run coming soon?

The current stabilization of the crypto market, followed by a potential increase in capitalization beyond $4 trillion, could trigger a major bull run for bitcoin. This dynamic would be amplified by Donald Trump’s recent decree, which designates BTC as a state asset , thus reinforcing its legitimacy and attracting a wave of institutional investments.

Despite these optimistic perspectives, Mark Quant emphasizes the importance of discipline. Although favorable winds begin to form, such as the dollar’s decline , the crypto market remains in transition. The next sustainable bullish trend will come, but it will require patience.