According to @BullTheoryio, silver just broke $59 for the first time ever, marking a new all-time high (source: @BullTheoryio). According to @BullTheoryio, silver is up 100% in 2023 and has added $1.68 trillion to its market capitalization (source: @BullTheoryio). According to @BullTheoryio, the current precious metals rally is being driven by chaos in Japan’s bond market (source: @BullTheoryio). According to @BullTheoryio, once the Japan bond market disorder is resolved, liquidity is expected to rotate into risk assets such as Bitcoin (BTC) and crypto (source: @BullTheoryio).

According to @KobeissiLetter, President Trump said his new Federal Reserve Chair pick will be announced early next year, a timing catalyst that traders may price across rates, the dollar, and crypto beta such as BTC and ETH, per @KobeissiLetter on Dec 2, 2025. According to @KobeissiLetter, U.S. Treasury Secretary Bessent added that substantial tax refunds are coming in Q1 2026, a liquidity-linked timeline that crypto markets closely track, per @KobeissiLetter on Dec 2, 2025. According to @KobeissiLetter, the post further asserts that rate cuts and stimulus checks are coming and advocates owning assets, indicating a pro-risk stance from the source, per @KobeissiLetter on Dec 2, 2025.

According to @BinanceResearch, the era of Quantitative Tightening (QT) has ended, shifting the macro backdrop from headwind to potential liquidity tailwind for Bitcoin (BTC) and risk assets. Source: @BinanceResearch tweet dated Nov 20, 2025 and Binance Research analysis page binance.com/en/research/analysis/the-end-of-qt-from-macro-headwind-to-tailwind. They highlight a forthcoming Treasury General Account (TGA) “liquidity slingshot” once federal spending resumes, flagging this as a near-term market liquidity driver relevant for crypto risk exposure. Source: @BinanceResearch tweet dated Nov 20, 2025 and Binance Research analysis page binance.com/en/research/analysis/the-end-of-qt-from-macro-headwind-to-tailwind. They also expect a “QE-Lite” phase likely in early 2026 and discuss how to position for Bitcoin and risk assets into these liquidity shifts. Source: @BinanceResearch tweet dated Nov 20, 2025 and Binance Research analysis page binance.com/en/research/analysis/the-end-of-qt-from-macro-headwind-to-tailwind.

According to @MilkRoadDaily, global liquidity growth has slowed as a stronger U.S. dollar and the U.S. Treasury refilling its Treasury General Account pull capital out of risk assets like crypto, pressuring BTC and ETH in the near term, source: @MilkRoadDaily on X, Aug 10, 2025. They state this impact is short term and note that a potential September Federal Reserve rate cut could reverse the liquidity drag by easing financial conditions, potentially supporting a risk-on rotation back into crypto, source: @MilkRoadDaily on X, Aug 10, 2025. Traders are advised to monitor the dollar trend, TGA balances, and the September policy path to time re-entry and beta exposure in BTC and ETH, source: @MilkRoadDaily on X, Aug 10, 2025.