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Reem Era🪐💎
The crypto market may have already priced in the next wave of U.S. liquidity. Bitcoin surged from $62,000 to above $81,000, fueled by larger Treasury bond buybacks and rumors of up to $950 billion being deployed from the TGA. While this isn’t QE, the temporary liquidity boost could support bonds, lower yields, and push funds into stocks and crypto. However, liquidity could reverse once the Treasury replenishes the TGA.
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