Coinbase Institutional, a unit of Coinbase Global (Nasdaq: COIN), stated on social media platform X on Dec. 5 that crypto may be entering a recovery phase. The group pointed to improving liquidity, rising probabilities of a Federal Reserve rate cut, and macro conditions that could support renewed digital-asset strength.

“It’s beginning to look a lot like a recovery,” Coinbase Institutional stated, adding:

We think crypto could be poised for a December recovery as liquidity improves, Fed cut odds jump to 92% (as of Dec 4), and macro tailwinds build.

The crypto firm further detailed: “In October, we teased this positioning reset (citing our custom M2 index) anticipating November weakness and a December reversal. This could be the starting line for crypto market momentum to reassert itself.”

Read more: Coinbase Explains Why Bitcoin Price Dumps With Whale Selling Pressure

The institutional arm of Coinbase also shared an image illustrating its custom global M2 money-supply index, showing bitcoin’s price, the COIN50 Index, and its M2 supply gauge. The visual highlighted a rising liquidity trend through late 2025 even as crypto prices oscillated, reinforcing the institution’s view that systemic liquidity may be turning more supportive.

Analysts frequently track global M2 shifts to understand liquidity cycles, as crypto markets often respond to changes in capital availability. A macro environment leaning toward monetary easing could attract sidelined capital, particularly if volatility moderates. While inflation and growth uncertainty remain, crypto proponents argue that bitcoin’s issuance structure and ethereum’s evolving monetary profile may benefit from renewed liquidity expansion and a softer U.S. dollar.

• What did Coinbase Institutional signal about a crypto recovery?
  It suggested crypto may be entering a recovery phase supported by improving liquidity and potential Fed rate cuts.
• Why is global M2 important to Coinbase’s outlook?
  Its custom M2 index tracks liquidity trends that often influence crypto market momentum.
• How could a Fed rate cut impact digital assets?
  Monetary easing could boost liquidity and attract capital back into crypto markets.
• Which assets might benefit from renewed liquidity?
  Bitcoin and ethereum are cited as potential beneficiaries of expanding liquidity and a softer U.S. dollar.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。