Luke Gromen: TGA is high because Treasury shifted from long-dated bonds to short-term bills → constant re-issuance/rollover pressure. Only real fix = major dollar devaluation
Jack Mallers: Liquidity has been extremely tight. Fed isn’t a fan of Trump, but big liquidity wave coming in 2026. Low liquidity + ongoing QT + holders selling into BTC IPO moment suppressed Bitcoin all year
Lyn Alden: Global liquidity is lower than normal. QT is ending soon
Liquidity will start rising again, but much more gradually than most people expect (no “QE bazooka”).
Larry Lepard: “Big print” / massive money printing is inevitable
Michael Burry: Just shut down his hedge fund (Scion) and returned capital to investors (mid-November 2025)
Mel Mattison: buy the dip you retard
cuban
npub17n…p4u85
2025-11-19 22:04:55 UTC
Author Public Key
npub17nvfw7g53nxjghyd2zg552z06cke0jc0k69hj7ns7f9pw26j9kusap4u85Published at
2025-11-19 22:04:55 UTCEvent JSON
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"content": "Luke Gromen: TGA is high because Treasury shifted from long-dated bonds to short-term bills → constant re-issuance/rollover pressure. Only real fix = major dollar devaluation\n\nJack Mallers: Liquidity has been extremely tight. Fed isn’t a fan of Trump, but big liquidity wave coming in 2026. Low liquidity + ongoing QT + holders selling into BTC IPO moment suppressed Bitcoin all year\n\nLyn Alden: Global liquidity is lower than normal. QT is ending soon\nLiquidity will start rising again, but much more gradually than most people expect (no “QE bazooka”).\n\nLarry Lepard: “Big print” / massive money printing is inevitable\n\nMichael Burry: Just shut down his hedge fund (Scion) and returned capital to investors (mid-November 2025)\n\nMel Mattison: buy the dip you retard",
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