Liquidity & Market Dynamics - Government shutdown starting October 1st initiates a Treasury General Account (TGA) build of $150 billion to $965 billion, draining cash from the market [1] - Reverse Repo Program (RRP) builds by $20 billion this week, causing bank reserves to fall to "ample" lows, leading to tight funding markets [1] - Tight funding markets are indicated by increased Secured Overnight Financing Rate (SOFR) spreads and record $10 billion usage of the Standing Repo Facility (SRF) [1] - Bitcoin's choppy range is hypersensitive to liquidity, preventing a breakout [1] - Post-month end, RRP decreases will return liquidity, and a TGA drawdown in mid-November will flood the market with cash [1] - Quantitative Tightening (QT) ends December 1st, leading to Federal Reserve balance sheet expansion [2] Crypto Market Impact - A liquidity tailwind is expected after the end of QT [2] - Bitcoin is expected to pump upwards due to increased liquidity [2] - The broader crypto market is also expected to pump upwards [2]

RT LondonCryptoClub (@LDNCryptoClub)It’s just month end putting the final squeeze on liquidityRelax everyone ...

(Checks X)Sees monkeys flinging poo at each other over a bit of liquidity-driven volatility.Notes market is in same range it's been in all year. smh.(Closes X and opens a bottle of wine to watch sunset) ...

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PSA: only replies in the @RealVision post quoted above will be valid... Good luck, Visionaries! ...

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This is a correct read I thinkLondonCryptoClub (@LDNCryptoClub):Take a look at the Treasury General Account belowWith the government shut down, the TGA is not getting spent so it’s building as receipts are received and debt issuedThe latest opening balance stands at $965bn - a build of circa 150bn in October - that’s cash coming out of https://t.co/Sc8wEM2azj ...

AI & Labor Market - The conversation discusses how AI is reshaping capitalism [1] - The discussion topic is "The End of Human Labor?" [1]

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