150 billion USD liquidity is coming! BTC rebound countdown begins
The research institution Negentropic cites data from Glassnode, stating that with the end of the U.S. government shutdown, approximately 150 billion USD will be released from the Treasury General Account (TGA). Based on historical experience from 2019, BTC saw a strong rebound within 12 days after liquidity was restored.
Now that the peak period of liquidity tightening has passed, the release of this 150 billion will reverse the pressure brought about by the recent large-scale outflow of ETFs and the sell-off of tech stocks in the U.S. Although the market is still dominated by bearish sentiment in the short term, with short positions accounting for 51.9%, the expectation of a return to macro liquidity will outweigh these short-term selling pressures.