Sui Insiders
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🚨 THE FED ENDS QT TOMORROW
IT’S BIGGER THAN RATE CUTS.
Everyone’s staring at rate cuts…
But the real shift is the end of QT, the policy that has quietly drained $3T+ from markets since 2022.
For 3 years straight, every maturing Treasury + MBS just vanished from the system.
No reinvestment.
No replacement.
Just pure liquidity drain.
That ends tomorrow.
Here’s what actually changes:
• The Fed will stop letting mortgage assets fully roll off
• The cash from MBS maturities will be reinvested into Treasuries
• Balance sheet shrinkage slows sharply
• Liquidity stops being pulled out
• Treasury demand increases, yields soften
• Institutions get freed up to deploy liquidity elsewhere (including risk assets)
👉 This isn’t QE…but it’s soft easing.
A pivot from “drain” → “recycle.”
Billions that would’ve disappeared each month will now flow back into Treasuries.
This is why QT ending matters:
It removes one of the biggest headwinds crushing risk-on assets since 2022.
And historically?
• In 2019, when QT ended → Alt/BTC began a multi-year uptrend
• But the real explosion arrived later, once liquidity fully normalized
That’s what we’re setting up for now.
QT ending won’t instantly moon the market…
But it dramatically increases the probability of a liquidity-driven bull cycle heading into 2026.
The key takeaway:
When QT ends, the Fed moves one step closer to QE, and when QE returns, crypto becomes the fastest horse in the race.
$BTC $GIGGLE $LSK
IT’S BIGGER THAN RATE CUTS.
Everyone’s staring at rate cuts…
But the real shift is the end of QT, the policy that has quietly drained $3T+ from markets since 2022.
For 3 years straight, every maturing Treasury + MBS just vanished from the system.
No reinvestment.
No replacement.
Just pure liquidity drain.
That ends tomorrow.
Here’s what actually changes:
• The Fed will stop letting mortgage assets fully roll off
• The cash from MBS maturities will be reinvested into Treasuries
• Balance sheet shrinkage slows sharply
• Liquidity stops being pulled out
• Treasury demand increases, yields soften
• Institutions get freed up to deploy liquidity elsewhere (including risk assets)
👉 This isn’t QE…but it’s soft easing.
A pivot from “drain” → “recycle.”
Billions that would’ve disappeared each month will now flow back into Treasuries.
This is why QT ending matters:
It removes one of the biggest headwinds crushing risk-on assets since 2022.
And historically?
• In 2019, when QT ended → Alt/BTC began a multi-year uptrend
• But the real explosion arrived later, once liquidity fully normalized
That’s what we’re setting up for now.
QT ending won’t instantly moon the market…
But it dramatically increases the probability of a liquidity-driven bull cycle heading into 2026.
The key takeaway:
When QT ends, the Fed moves one step closer to QE, and when QE returns, crypto becomes the fastest horse in the race.
$BTC $GIGGLE $LSK
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.