$BTC
🚨 GLOBAL LIQUIDITY ALERT — 2026 COULD GET UGLY
The collapse won’t hit as a headline. It starts quietly — with liquidity.
📌 On Dec 31, the New York Fed injected a RECORD $74.6B overnight through the Standing Repo Facility.
Banks posted $43.1B in MBS vs $31.5B in Treasuries.
Not normal for a “calm” market — banks needed cash, the Fed had to step in.
Meanwhile, lenders parked $106B in the Fed reverse repo. Some begging for cash, others hoarding it. Stress, not bullishness.
🇨🇳 Meanwhile, China’s PBOC pumped 1.02 TRILLION yuan in 7-day reverse repos on Dec 31, after 312.5B the day before.
💡 Takeaway: When both the US and China are forced to inject liquidity, it’s not bullish. The plumbing is quietly failing.
⚠️ When funding cracks:
1️⃣ Bonds move first
2️⃣ Stocks react later
3️⃣ Crypto sees the violent swings first
This isn’t about price. It’s about funding risk — and when it breaks, everything else becomes a trap.
🔥 Stay aware. Stay prepared.
