Heads up for the next 24 hours - it could get wild.
Today at 4:30 PM ET, the Fed drops its weekly balance sheet update. That’s where we get the total assets number, last sitting around $6.536 trillion.
Traders are watching it closely tonight. Simple take:
Above ~$6.53T → could spark a move in alts.
$NEAR $6.50T → probably flat markets.
It’s not magic-it’s liquidity psychology. More Fed assets often means easier money flowing into risk. Less means tighter conditions.
One thing to keep in mind: the Fed just started a $40B T-bill buying program this month, which could already be shifting the trend.
What I’m watching:
The headline Total Assets number.
Any notes on repo or T-bill ops.
How alts react in the first hour after.
If the print surprises, expect volatility. Trade (or hold) steady.
Eyes open 👀
NEARUSDT
Perp
1.665
-2.23%
ZECUSDT
Perp
436.51
-4.86%
