$BTC Bitcoin (BTC) Ethereum (ETH)Recent Federal Reserve data signals growing stress in global funding markets, not a healthy liquidity expansion. The Fed’s balance sheet rose ~$105B, driven mainly by emergency liquidity tools, including the Standing Repo Facility and a sharp increase in mortgage-backed securities holdings. This points to tightening funding conditions, not bullish stimulus.
At the same time, U.S. national debt has exceeded $34 trillion, with interest costs accelerating faster than GDP. New debt issuance is increasingly being used to service existing obligations—an unsustainable dynamic that turns Treasuries into a confidence-based asset rather than a risk-free one.
Foreign demand for U.S. debt is weakening, domestic buyers are price-sensitive, and central banks are quietly stepping in as buyers of last resort. Similar stress is visible globally, with China injecting over 1 trillion yuan in short-term liquidity within a single week.
Meanwhile, gold and silver at record highs signal capital moving away from sovereign paper and toward hard collateral. Historically, this setup has preceded major economic downturns.
This is not a typical market cycle—it reflects a structural debt, collateral, and funding crisis developing beneath the surface. Markets may ignore it temporarily, but funding stress eventually forces repricing across all risk assets.
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