🔥 LIQUIDITY WITHOUT QE
Just yesterday, we wrote that the #Warsh –#Bessent setup could bring #liquidity back to markets without traditional QE.
And today, Bessent says long-term Treasury buybacks could be increased beyond the current $4 billion per operation.
📉 When the U.S. Treasury buys back more long-term government bonds, it supports bond prices and can push yields lower.
💰 Lower yields make risk-free debt less attractive and reduce the cost of capital. That gives more room for money to move into stocks, #BTC , and #altcoins .
📊 If long-term yields keep falling as buybacks increase, crypto gets a much stronger macro backdrop for another leg higher.
🔥 Do we get a repeat of the 2023–2024 setup, followed by another mini altseason — or does this one go much further?
$BTW $XAU $BTC
Just yesterday, we wrote that the #Warsh –#Bessent setup could bring #liquidity back to markets without traditional QE.
And today, Bessent says long-term Treasury buybacks could be increased beyond the current $4 billion per operation.
📉 When the U.S. Treasury buys back more long-term government bonds, it supports bond prices and can push yields lower.
💰 Lower yields make risk-free debt less attractive and reduce the cost of capital. That gives more room for money to move into stocks, #BTC , and #altcoins .
📊 If long-term yields keep falling as buybacks increase, crypto gets a much stronger macro backdrop for another leg higher.
🔥 Do we get a repeat of the 2023–2024 setup, followed by another mini altseason — or does this one go much further?
$BTW $XAU $BTC
