🔥IMPORTANT🔥
RELATIONSHIP OF THE SHUTDOWN WITH THE TGA: POSITIVE FOR RISK ASSETS LIKE #BITCOIN
👀Many look at the interest rate and QT but few understand the KEY role of the TGA in the system's liquidity.
💥Its connection with the shutdown (SD) can move EVERYTHING in the market in the coming days.
What is the TGA⁉️
-It is the Treasury account at the FED.
-When it rises, it drains liquidity.
-When it falls, it injects liquidity (spends, pays, stimulates)
What happened recently⁉️
▪️In May 2025 it was at $49B
▪️The Treasury recharged it to exceed $900B (target: $820B)
👉 That refill drained hundreds of billions from the markets.
And now what⁉️
▫️The depletion of the TGA, which was boosting the markets, has stopped due to the SD
▫️It cannot be spent, therefore the TGA remains high.
👉 When it ends, the Treasury will start spending again = new liquidity injection.
📍The end of the SD will be a financial catalyst that could pour billions into the system… just when the FED cuts.
📍#Bitcoin risk assets know it.
