Real Vision's Jamie Coutts dropped a bombshell prediction that's making even the most hardened Bitcoin maxis do a double-take.

The world's money printer has gone absolutely berserk, with global liquidity hitting a mind-numbing $140 trillion, and Bitcoin is about to catch the mother of all tailwinds.

This is more than a simple leg up – this could be the face-melting rally that sends BTC to $186,000 or more.

The Liquidity Tsunami

Global liquidity has just smashed through all-time highs after years of contraction, leaving bears feeling smug.

It matters quite a lot, given that global liquidity is the single metric that consistently predicts major asset rallies, with crypto typically benefiting more than any other asset.

Coutts isn't mincing words here, calling Bitcoin both "a high-beta play on liquidity AND a structural growth asset" in the same breath.

Central banks worldwide are now so far behind the inflation curve that they're practically drafting in its wake, which means another $13 trillion in liquidity could flood markets within a year.

Money Printer Goes Brrr

The relationship between Bitcoin and global liquidity isn't exactly rocket science – when central banks dilute fiat, Bitcoin's fixed supply becomes more attractive than traditional assets.

The global M2 money supply is now projected to reach $127 trillion by year-end, representing a staggering 20% increase in a single year.

Bitcoin has historically captured around 10% of new liquidity, which puts a $2 trillion influx directly into BTC's path.

Meanwhile, Bitcoin ETFs have already garnered over $60 billion in 2025 alone, with another $70 billion projected before the end of 2025.

The Volatility Flip

Something even more shocking than the price prediction is happening under the surface – Bitcoin is now less volatile than the S&P 500.

Let that sink in for a moment – the asset once considered digital dynamite is now more stable than your boomer parents' retirement portfolio.

Since 2022, Bitcoin has delivered a volatility-normalized return of 131.89 compared to the S&P 500's dismal -37.37, making the risk-adjusted case even more compelling.

Bitcoin's correlation with equities has essentially plummeted, while its volatility has decreased from 95% in 2021 to just 52% in March 2025.

The "Bitcoin is too volatile" narrative just got put in a coffin, and institutional money is holding the hammer.

The Perfect Storm

Multiple tailwinds are converging, making Coutts' seemingly crazy prediction suddenly seem conservative.

The U.S. dollar is weakening, Treasury yields are falling, and central banks are back to their old tricks – all while Bitcoin's post-halving supply has been slashed in half.

Governments and sovereign wealth funds are now openly accumulating Bitcoin at a rate faster than miners can produce it, creating a supply squeeze unlike anything seen before.

U.S. banks that once dismissed Bitcoin as a scam are now scrambling to offer crypto services to clients who are tired of watching their purchasing power erode.

The Road to $186K

Some analysts are calling for $132K or $150K BTC, but Coutts is going all in with his $186K prediction based on regression models that have historically nailed Bitcoin's trajectory.

If global liquidity expands as projected and Bitcoin maintains its traditional share of inflows, we're not just looking at a new all-time high – we're looking at price discovery that makes 2021 look like a warm-up act.

The stage is set for Bitcoin's most dramatic move yet, with global liquidity as the fuel and institutional adoption as the spark.

Those who've been stacking sats through the bear market might be about to witness the payoff that makes all the FUD worthwhile.