Replying to Avatar cuban

Luke Gromen: TGA is high because Treasury shifted from long-dated bonds to short-term bills → constant re-issuance/rollover pressure. Only real fix = major dollar devaluation

Jack Mallers: Liquidity has been extremely tight. Fed isn’t a fan of Trump, but big liquidity wave coming in 2026. Low liquidity + ongoing QT + holders selling into BTC IPO moment suppressed Bitcoin all year

Lyn Alden: Global liquidity is lower than normal. QT is ending soon

Liquidity will start rising again, but much more gradually than most people expect (no “QE bazooka”).

Larry Lepard: “Big print” / massive money printing is inevitable

Michael Burry: Just shut down his hedge fund (Scion) and returned capital to investors (mid-November 2025)

Mel Mattison: buy the dip you retard
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Jake Woodhouse 1mo ago

Same same but different. All people with their unique lens on the world

Trend is pretty clear though, too much debt, not enough dollars to pay it back, have to print more

So not a question of if, but when

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