US liquidity
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Ansem 🧸💸· 2025-11-19 22:38
RT Skewga.hl (@skewga_hyper)If this was an inflationary bear market, I could agree with Ansem here, but Im confident it’s not. My current view is:-Crypto is pricing in economic deceleration due to government shutdown.-Bank reserves are below the safety threshold. US liquidity is stressed.-Economic data is bad and policy makers know it. They have to juice markets.In order to have an inflationary bear, policymakers must be willing to drain liquidity to fight inflation. The current situation looks the opposite ...