This.is.not.priced.in

they're removing background liquidity at a rate of -$95B/month
imagine if sbf and cz stopped propping up crypto
thats whats happening in the boomer markets
No one knows what will happen because this level of aggressive removal of liquidity has never been done before. Its therefore, not priced in

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Evergrande

2 more weeks and btc 1000

>Evergrande

wat?

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with the level of irrationality in the market currently, they could probably just prop it up with nothing until the recession is actually over.

Listen user and you will begin to understand.

There is a reason they call printing money "liquidity", it's like water

Imagine the economy is a banquet hall, and there's a party going on. Liquidity used to be the punch in the punch bowl, the fed would fill up the punch bowl to get everyone drinking and the party grooving. Then when things got out of hand, they'd take away the punch bowl and leave people thirsty and the party will settle down.

Well that worked fine when the party was a bunch of nice rich liberal white economists but America is quietly replacing its whites with Hispanics while the entire culture centers around a bunch of twerking niggers. A punch bowl and some rate cuts don't cut it anymore, the party goers want it to get WET so they just go crack open the fire hydrant and blast the room full of huge quantities of water, they have no concept of the fire hydrant being part of a larger water system they just want liquidity for their party.
That's QE.

Well the situation we are in now is the fire hydrant has been pumping water into the room for 2 years now stop.
The carpet is drenched, it's soaking into the floorboards, there are huge puddles in the corners, everyone's clothes are soaked.
You can't just remove liquidity that's been blasted into the economy like that. You can mop up some of the puddles, maybe wring out the rugs by hand but it will take many times longer than the party itself of leaving the window open with those dryer fans and no one partying to get all the liquidity out and the building has suffered major structural damage and will probably need to be torn down.

QT is the Fed running around with a mop and bucket trying to clean up $10T of liquidity

XRP
I WILL NEVER SELL

QE is not providing liquidity it is sucking up useful assets from the markets and replacing it with useless bank reservers. QT is improving liquidity by releasing useful assets into the marketplace.

>QT is the Fed running around with a mop and bucket trying to clean up $10T of liquidity

no, QT is the Fed turning off the mains tap.
Yes, the house is flooded and will take time to dry, 2.5 yrs to be exact
but the tap handle is being turned to off, by 95B per turn, the water is slowing, and when people feel it slowing, they'll rush for the exit hoping not to be the last one out

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>2 more weeks and btc 1000
NO, IT HAPPENS ... NOW !!!!!

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>by 95B per turn
Except they didn't do it last month when they were supposed to have started.

it has nothing to do with crypto

Did I just get new implants, again, for at least the second time today?

By that metric FED is useless and Treasury is the only thing that matters.

>95B/month (though source I saw said they are rolling off 40B/mo?)
>2.5years=30months
>2.85T off the balance sheet out of 10T total
It's fucking nothing user

If QT was actually remotely doable at an effective level, if they could slurp up a trillion in liquidity over a few months, then yeah they'd crash the economy with no survivors but the way they do it with just letting securities roll off their balance sheet while slowing the purchase of bonds is so ineffective that its basically nothing

The whole story about the markets panicking and running for the exits and crashing as all the bulls shit themselves in sheer terror at the very idea of money printing ever slowing down may sound plausible but it's simply not the reality, the markets priced in a year or two or rate hikes and QT and crashed, now they're recovering, as long as things stay on track we have probably a crab market with a little bit of growth in the next year or two before the next bullrun, recessed not needed

Yeah they did.

>if they could slurp up a trillion in liquidity over a few months
why can't they?

as long as the government is running a huge deficit, the fed has to fund it. the balance sheet will not go down in any meaningful way.

It'd supremely fuck bond and securities markets, it's bad enough to stop buying the shit assets actually dumping them isn't feasible

So they just wait for the QE securities to hit maturity and roll off the books, it's really not the opposite of QE it's just turning it off

Who makes these charts, that is the most bearish, blackpilling chart I have ever seen
>Words don't matter the chart
>You will own nothing the chart

Based

Priced in