therealtruth

*Why Bitcoin Is Falling:* The Bigger Picture Behind the Crash

Bitcoin’s recent decline isn’t random — it’s liquidity-driven.
The Core Issue: Liquidity Drain
Around $300 billion in global liquidity has disappeared. A major portion moved into the US Treasury General Account (TGA) as the government rapidly increased cash reserves.
📉 When the TGA is filled, liquidity is pulled from markets — Bitcoin falls.
📈 When the TGA is drained, liquidity returns — Bitcoin rallies.
Bitcoin remains a liquidity-sensitive asset, reacting quickly to these shifts.
Bank Stress Is Rising
The failure of a US regional bank signals tight financial conditions. When banks struggle, risk assets — including crypto — feel the pressure.
Macro Uncertainty Is High
• Government shutdown risks
• Political standoffs
• Investors reducing exposure to risk
In uncertain environments, capital exits volatile assets first — and Bitcoin is still treated as a risk asset.
Stablecoin Yield Under Pressure
Traditional banks are pushing back against stablecoin yields, arguing they threaten deposits. This isn’t just regulation — it’s competition over yield, and crypto is caught in the middle.
Bottom Line
Bitcoin isn’t crashing because it’s broken.
It’s reacting to tight liquidity, political uncertainty, and financial stress.
Markets move on liquidity — not emotions.

📌 Watch liquidity, not headlines.

#TrulyTrue #TheRealTruth
$BTC