šØ The biggest liquidity event in history concluded today, December 1, 2025. ā ļø For 30 months, the Federal Reserve drained over $2 TRILLION from markets, shrinking its balance sheet from $9T to $6.6T. This represented the most aggressive tightening in modern history.
ā That era is now officially over. š„ Quantitative Tightening concluded at midnight, marking a significant shift. This transition occurs amidst challenging economic indicators, including manufacturing declines for 8 months, consumer sentiment near historic lows, and ADP signaling job losses.
Despite these pressures, no crisis or forced pivot occurred. The Fed confirmed reserves are now "ample," suggesting a controlled landing. Markets are now entering a new dynamic, distinct from the previous regime of shrinking liquidity.
The landscape changes significantly from this point. š§ Liquidity will cease to shrink, and treasury pressure is expected to ease. Risk assets lose their major headwind, while dollar dynamics are set to shift.
A rate cut to 3.50ā3.75% by the December 9 FOMC meeting appears almost certain. However, the most pivotal event unfolded today, December 1, 2025. This marks a clear timestamp of a regime change, not a mere prediction.
š Markets, previously priced for scarcity, are now poised for expansion. Those still positioned for the old regime may face a challenging adjustment to the new market realities. The calendar has changed, and with it, everything else.
$BTC ā the next chapter begins. š„š $TRADOOR. Information is for market updates, not investment advice.
#BTCRebound90kNext? #CPIWatch #TrumpTariffs
#WriteToEarn
