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I wanted to share a few thoughts on liquidity from last week’s MIT report that dropped on Real Vision. Hope it’s helpful… Regarding liquidity, we’ve seen a small tick lower in our GMI Total Liquidity Index this month, but that’s almost entirely being driven by the rebuild of

This is massive news for $SOL

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Take a look at the Treasury General Account below With the government shut down, the TGA is not getting spent so it’s building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa 150bn in October - that’s cash coming out of

Over 520,000 BNB committed, an oversubscription of ~37,600% in just two hours. We’re extremely grateful to the wider crypto community. This isn’t luck. It’s belief meeting execution.

x.com/i/article/1984…

Real Vision’s Charts Are Right… Just Early Raoul Pal charts are conceptually right, crypto follows liquidity but the timing is off because the liquidity that matters hasn’t actually reached the parts of the system that move risk assets yet. A lot of what looks like added

So now the US Gov has reopened, what's next? Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months. Obviously, QT ends in Dec and the balancesheet will crawl higher. We should see the dollar begin to weaken again.

The Empire Manufacturing Survey, the first of the major US regional PMIs to report for November, surprised to the upside on Monday at 18.7 versus 5.8 expected and up from 10.7 last month.   We’re still waiting for the rest, but I’ve been flagging in MIT that a pick-up was likely

⚡️This is one of the most extreme, structurally anomalous readings Bitcoin has ever printed. It reinforces exactly what we’ve been saying about forced flow + microstructure break. Let’s dissect it properly. 1. The Chart Is Legit – and It Confirms the Distortion The three

Everyone is suddenly back to debating who to unfollow because this whole space has turned on itself yet again, so here is my take… I usually stop following accounts that pump out views when everything is going up and then disappear the moment things turn down, right when the

Utterly brutal crypto markets with relentless, rapid positions unwinding and rumours swirling after 10/10 of impaired market maker balance sheets leading to less liquidity and someone blowing up. It reminds me a lot of 2021 when in a 4 week period Bitcoin fell 56%, ETH -62% and

$BTC undershooting decline in $ liq. Bottom is near, but be patient before blowing your load. Wait for US stonks to puke as well. We are playing for more money printing, and for that we need AI tech stocks to crater.

Anyone claiming that Enoch Burke hasn’t been sentenced to life for refusing to submit to gender ideology, but simply for “contempt of court” is dishonest. Here’s why: Technically speaking contempt of court is indeed the ground the High Court used to lock him up, but this whole

🚨SEC Chair Paul Atkins: 🇺🇸“All U.S. markets will be on chain within two years.”

🚨 WHY IS BITCOIN DOWN -30% FROM ITS PEAK WHILE GOLD AND SILVER ARE GOING PARABOLIC? Because Gold and Silver tops first, then Bitcoin starts its rally. Here is what happened last time 👇 After the March 2020 crash, the Fed injected massive liquidity into the system. The first

$ liq likely bottomed in Nov and is inching higher. It’s time for crypto to pump up the jam.

I posted this earlier in the week on Real Vision, but thought it was worth sharing here as well, just to give everyone something to think about. If you step back and look at the data, something interesting is happening in markets right now… When you line up liquidity with

A reminder that about 1/4 of US debt matures in the next 12 months. The last two times we saw similar refinancing pressure, policy rates were at 0%. Today rates are 3.75% with the market pricing fewer than 2 cuts by year-end. Hard to see this aligning with Trump and the new