Liquidity & the “Up Only” Setup

[johnblockbuster]

Follow the Liquidity, Not the Hype
Arthur Hayes (BitMEX co-founder) says Bitcoin could enter “up only” mode once the U.S. Treasury fills its General Account (TGA) to $850B.

Here’s why it matters:

While the Treasury is filling the account, liquidity is drained from markets.

Once the target is hit, liquidity flows back into risk assets — like Bitcoin.

The account is already at ~$807B. Translation: We’re close.

Every past liquidity cycle has fueled major BTC rallies. Smart investors prepare before the floodgates open.

[Rimon Khan]

TGA refill = liquidity drain… but once $850B is hit, BTC gets the floodgates.

[Nahid Hossen]

Arthur Hayes might be right: we’re only ~$40B away from “up only” mode.