2026-01-14 22:30:42

The Nasdaq 100 to M2 money supply ratio just hit uncharted territory at 0.027—marking a significant shift in how equity valuations are stacking up against the broader money supply landscape.

Think about what's happened since the 2022 bear market trough: The ratio has more than doubled. Meanwhile, the Nasdaq 100 has surged 141%, but here's the kicker—M2 money supply has only expanded 5% in that same window. That disconnect tells you something important about the current market dynamic.

The ratio itself is now running 42% higher than it was. This divergence between equity strength and monetary expansion creates an interesting puzzle for investors tracking market fundamentals and potential valuation extremes. Whether this signals euphoria, justified repricing, or a setup worth monitoring depends on your view of where we're headed.

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TokenToaster

· 4h ago

Nasdaq up 141%, M2 only up 5%? This disconnect is too outrageous, it feels like the bubble has blown to the scalp.

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LiquidationWatcher

· 11h ago

NDAQ 141% vs M2 only increased by 5%? That's a huge gap, feels like something's about to happen.

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VitalikFanAccount

· 11h ago

Nasdaq up 141%, M2 only 5%... this disconnection really can't hold anymore --- So now it's just a gamble on how the Federal Reserve will react --- 42% higher? This is exactly the signal of a bubble on the eve of bursting, brother --- 141% vs 5%... damn, if it crashes, it all crashes together --- It's that time again to either pump or dump lol --- M2 didn't keep up with the Nasdaq, what does that mean? It means we're overdrawing the future --- This ratio is just ridiculous... how severe will the next correction be? --- Wait, does this mean the crypto market will follow with another wave? --- Basically, the valuation ceiling is about to be pushed down --- It's hard to hold... once the data comes out, you know it's not good

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GasFeeDodger

· 11h ago

The NASDAQ rose 141% while M2 only increased by 5%? The level of this discrepancy is a bit hard to believe...

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MEVHunter_9000

· 11h ago

The Nasdaq has risen 141% while the money supply is only 5%, this sense of disconnect... Either the market is crazy or it's an opportunity, not sure which.

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BlockDetective

· 11h ago

Nasdaq up 141%, M2 only 5%... the gap is huge, feels like something's going to break.

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MetaverseLandlord

· 11h ago

The Nasdaq rose 141% but M2 is only 5%, these numbers are wildly off... There isn't that much money, so why are the valuations so high? --- Wait, is this ratio hitting a new high now? Feels like bubbles are being blown, better keep an eye on it. --- 141% vs 5%? That's outrageous. Someone tell me if this is "justified repricing" or just hype... --- 0.027... Can't understand the number but it sounds intense. Is this a sign of an upcoming adjustment? --- M2 only up 5% while the Nasdaq skyrocketed 141%, I feel like something's about to go wrong. --- This disconnect is abnormal. It's time to wake up, everyone. --- New highs and extreme valuations again, Web3 has seen this kind of show before...

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