🔥 BREAKING: U.S. Treasury to Drain $500B–$600B Liquidity



🇺🇸 The U.S. Treasury will begin refilling the Treasury General Account (TGA) in coming weeks, pulling $500B–$600B from markets within 2 months.

⚠️ Unlike past cycles, there’s no buffer this time:
• Fed still tightening via QT
• RRP nearly exhausted
• Banks constrained by capital rules & losses
• Foreign demand (China/Japan) fading

📉 For crypto, liquidity stress is critical:
• In 2021, stablecoins expanded despite TGA drawdowns.
• In 2023, supply shrank $5B+, stalling markets.
• In 2025, tighter liquidity could pressure ETH & other high-beta assets harder than BTC — unless offset by ETF or corporate inflows.

🔎 Analysts: Positioning, risk curve rotation & capital flows will decide the next market move.

#Macro # Liquidity #Bitcoin # Ethereum #CryptoMarkets
IN3.93%
VIA12.03%
ETH3.86%
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