The Liquidity Is Coming. The Market Doesn’t Care. Perfect.
Fed pivoted to adding $40B monthly. Russell rallying. Bitcoin yawning at $90K. When liquidity takes months not days, apathy creates opportunity.
Federal Reserve
December marks the inflection.The Fed Can't Drain Another Dollar: The $200B Liquidity Wave Explained
The Fed’s 42-month liquidity drain just hit its practical limits. RRP exhausted, reserves at minimum, TGA $200B above normal. December marks the inflection point for Bitcoin and risk assets.
