2026-01-30XPost

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Fiscal policy and debtCryptoMacroUnited StatesMacro and dollar liquidityStore of value

Roughly $300bn fall in $ liq over past few weeks driven mostly by $200bn rise in TGA, gov could be raising cash balances to fund spending in case of shutdown. $BTC falling not a surprise given the fall in $ liquidity. https://t.co/ctPjWd8188