As the US economy continues to churn out headlines, one recent update from The Kobeissi Letter on X has caught the eye of crypto enthusiasts everywhere. The tweet highlights a staggering milestone: the US M2 money supply has hit a record $22.12 trillion in July 2025, marking a 4.8% year-over-year surge. For those not deep in economic jargon, M2 refers to a broad measure of money supply that includes cash, checking deposits, and easily convertible near-money like savings accounts. Basically, it's a gauge of how much liquid money is floating around in the economy.

This isn't just a one-off blip. According to the post, it's the 21st straight month of increases, with growth picking up speed since last July when it was only up 1.6%. Long-term, M2 has grown at an average of 6.3%, supercharged by the COVID-19 era's massive stimulus. Even after adjusting for inflation, real M2 rose 2.0% year-over-year—the biggest jump since February 2022. The kicker? This all points to the US dollar's purchasing power taking a hit, as more money in circulation often leads to higher prices for goods and services.

밈 토큰 보유자들이 왜 신경 써야 할까?

In the world of blockchain and crypto, where meme tokens like Dogecoin or newer viral hits thrive on hype and market sentiment, economic shifts like this can be game-changers. When fiat currencies like the dollar erode in value due to expanding money supply, investors often flock to alternatives. Think of it as a hedge: as traditional money loses steam, assets like Bitcoin, Ethereum, and yes, meme tokens, start looking more appealing. They've historically performed well during inflationary periods because they're seen as "hard money" with limited supplies—unlike the endless printing of dollars.

Take the pandemic years as an example. Back then, M2 exploded, and crypto markets went parabolic. Meme tokens, fueled by social media buzz and retail investors, saw explosive gains. With this latest surge, we could be gearing up for a similar scenario. Replies to the tweet echo this sentiment—one user quipped about Bitcoin heading much higher, while others lamented the devaluation of savings. It's a reminder that in uncertain times, fun, community-driven assets like meme tokens can capture imagination and capital.

블록체인 트렌드와의 연관성

For blockchain practitioners, this news underscores the importance of decentralized finance (DeFi) and token ecosystems. Meme tokens aren't just jokes; they're often built on robust chains like Solana or Ethereum, offering real utility through communities, NFTs, or even governance. As fiat inflation persists, more users might dive into these ecosystems to preserve wealth or speculate on viral trends. Keep an eye on how this plays out—projects with strong narratives could see inflows as dollars feel less reliable.

If you're building or investing in meme tokens, now's a good time to brush up on macroeconomics. Tools like on-chain analytics can help track how real-world events influence token prices. And remember, while the dollar's woes might boost crypto, volatility is part of the game. Stay informed, diversify, and ride the waves.

For the original tweet and more context, check it out here.