Major news has arrived
The U.S. Treasury will expand the size of its long-term Treasury bond repo operations by at least double
As soon as this news broke, U.S. stocks, BTC, and gold all surged at the same time!
This is not the Federal Reserve cutting rates, but the Treasury’s “implicit QE”
The whole rally logic is passed through like this:
The Treasury doubles repo operations on long-term Treasuries → locks in long-end liquidity risk → U.S. Treasury yields plunge → real interest rates and risk-free rates fall → capital flows from cash flow into gold, BTC, and U.S. stocks
So don’t short—keep the long-setup thinking unchanged. The BTC rebound isn’t over yet!$BTC
The U.S. Treasury will expand the size of its long-term Treasury bond repo operations by at least double
As soon as this news broke, U.S. stocks, BTC, and gold all surged at the same time!
This is not the Federal Reserve cutting rates, but the Treasury’s “implicit QE”
The whole rally logic is passed through like this:
The Treasury doubles repo operations on long-term Treasuries → locks in long-end liquidity risk → U.S. Treasury yields plunge → real interest rates and risk-free rates fall → capital flows from cash flow into gold, BTC, and U.S. stocks
So don’t short—keep the long-setup thinking unchanged. The BTC rebound isn’t over yet!$BTC