š„ BREAKING: U.S. Treasury to Drain $500Bā$600B Liquidity
šŗšø The U.S. Treasury will begin refilling the Treasury General Account (TGA) in coming weeks, pulling $500Bā$600B from markets within 2 months.
ā ļø Unlike past cycles, thereās no buffer this time:
ā¢ Fed still tightening via QT
ā¢ RRP nearly exhausted
ā¢ Banks constrained by capital rules & losses
ā¢ Foreign demand (China/Japan) fading
š For crypto, liquidity stress is critical:
ā¢ In 2021, stablecoins expanded despite TGA drawdowns.
ā¢ In 2023, supply shrank $5B+, stalling markets.
ā¢ In 2025, tighter liquidity could pressure ETH & other high-beta assets harder than BTC ā unless offset by ETF or corporate inflows.
š Analysts: Positioning, risk curve rotation & capital flows will decide the next market move.
#Macro #Liquidity #Bitcoin #Ethereum #CryptoMarkets
